Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVEST FINANCIAL CorpUVSP · Entity 4881 | Director · Chairman, President & CEO | June 08, 2026 | June 09, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
UNIVEST FINANCIAL Corp
Report date June 08, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 124,446.1043 |
Reported balance
After 2026-06-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-08 · Exercise / conversion · Acquired 13,933 · Balance 124,446.1043 F1: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. |
| CommonSEC Table I · non-derivative | Direct | 110,513.1043 |
Reported balance
After 2026-06-08 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-06-08 · Sale · Disposed 13,933 · Balance 110,513.1043 F1: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. F2: THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $40.675 TO $41.09, INCLUSIVE. THE REPORTING PERSON UNDERTAKES TO PROVIDE TO UNIVEST FINANCIAL CORPORATION, ANY SECURITY HOLDER OF UNIVEST FINANCIAL CORPORATION, OR THE STAFF OF THE SECURITIES AND EXCHANGE COMMISSION, UPON REQUEST, FULL INFORMATION REGARDING THE NUMBER OF SHARES SOLD AT EACH SEPARATE PRICE WITHIN THE RANGES SET FORTH IN THIS FOOTNOTE. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.50 · Expires 2028-03-15 | Direct | 0 |
Reported balance
After 2026-06-08 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-06-08 · Exercise / conversion · Disposed 13,933 · Balance 0 F3: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. |
| CommonSEC Table I · non-derivative | IndirectChild | 101.2362 |
Reported balance
Holding disclosure · report date 2026-06-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 101.2362 |
Filing footnotes · ownership attribution and instrument terms
F1: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.
F2: THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $40.675 TO $41.09, INCLUSIVE. THE REPORTING PERSON UNDERTAKES TO PROVIDE TO UNIVEST FINANCIAL CORPORATION, ANY SECURITY HOLDER OF UNIVEST FINANCIAL CORPORATION, OR THE STAFF OF THE SECURITIES AND EXCHANGE COMMISSION, UPON REQUEST, FULL INFORMATION REGARDING THE NUMBER OF SHARES SOLD AT EACH SEPARATE PRICE WITHIN THE RANGES SET FORTH IN THIS FOOTNOTE.
F3: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 15, 2022 Filed Mar 17, 2022 20:07 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 4,947 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-22-000004 · wf-form4_164754761831449.xml · derivative · entry 11 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,947 Underlying: Common · 4,947 shares Expires 2025-03-15 F6 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F5 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F5 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:07 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 8,545 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-22-000004 · wf-form4_164754761831449.xml · derivative · entry 10 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 8,545 shares Expires 2022-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:07 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-22-000004 · wf-form4_164754761831449.xml · derivative · entry 9 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,956 Underlying: Common · 1,478 shares Expires 2024-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F5 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F5 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:07 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 2,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-22-000004 · wf-form4_164754761831449.xml · derivative · entry 8 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,023 Underlying: Common · 2,023 shares Expires 2023-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F5 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F5 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:07 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-22-000004 · wf-form4_164754761831449.xml · derivative · entry 7 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,221 shares Expires 2022-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:07 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 4,020 | $28.21 | $113,404.20 |
DisclosureSEC source: 0001415199-22-000004 · wf-form4_164754761831449.xml · nonDerivative · entry 6 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,676.5936 F2 · balance_after: INCLUDES 17,289.5936 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:07 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | OtherCommon | 103 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-22-000004 · wf-form4_164754761831449.xml · nonDerivative · entry 5 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,696.5936 F4 · shares: VESTED SHARES CANCELLED DUE TO EVALUATION OF PERFORMANCE FACTORS AFTER MEASUREMENT PERIOD. F2 · balance_after: INCLUDES 17,289.5936 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:07 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 8,545 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-22-000004 · wf-form4_164754761831449.xml · nonDerivative · entry 4 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,799.5936 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · balance_after: INCLUDES 17,289.5936 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F3 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:07 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-22-000004 · wf-form4_164754761831449.xml · nonDerivative · entry 3 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,254.5936 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2 · balance_after: INCLUDES 17,289.5936 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:07 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 2,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-22-000004 · wf-form4_164754761831449.xml · nonDerivative · entry 2 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,776.5936 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2 · balance_after: INCLUDES 17,289.5936 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:07 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-22-000004 · wf-form4_164754761831449.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,753.5936 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2 · balance_after: INCLUDES 17,289.5936 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 19:49 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantPerformance Restricted Stock Units · Derivative | 10,344 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-21-000004 · wf-form4_161601056054310.xml · derivative · entry 10 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,344 Underlying: Common · 10,344 shares Expires 2024-03-15 F6 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F7 · derivative.exercise_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. F7 · derivative.expiration_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 19:49 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 4,434 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-21-000004 · wf-form4_161601056054310.xml · derivative · entry 9 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,434 Underlying: Common · 4,434 shares Expires 2024-03-15 F6 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F5 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F5 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 19:49 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 2,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-21-000004 · wf-form4_161601056054310.xml · derivative · entry 8 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,046 Underlying: Common · 2,023 shares Expires 2023-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F5 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F5 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 19:49 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-21-000004 · wf-form4_161601056054310.xml · derivative · entry 7 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,221 Underlying: Common · 1,221 shares Expires 2022-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F5 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F5 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 19:49 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 590 | $28.42 | $16,767.80 |
DisclosureSEC source: 0001415199-21-000004 · wf-form4_161601056054310.xml · nonDerivative · entry 6 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,489.7546 F3 · shares: SHARES USED TO PAY TAXES. F2 · balance_after: INCLUDES 16,246.7546 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 19:49 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 2,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-21-000004 · wf-form4_161601056054310.xml · nonDerivative · entry 5 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,079.7546 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · balance_after: INCLUDES 16,246.7546 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F4 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 19:49 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 356 | $28.42 | $10,117.52 |
DisclosureSEC source: 0001415199-21-000004 · wf-form4_161601056054310.xml · nonDerivative · entry 4 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,056.7546 F3 · shares: SHARES USED TO PAY TAXES. F2 · balance_after: INCLUDES 16,246.7546 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 19:49 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-21-000004 · wf-form4_161601056054310.xml · nonDerivative · entry 3 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,412.7546 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · balance_after: INCLUDES 16,246.7546 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F4 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 19:49 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 1,688 | $28.42 | $47,972.96 |
DisclosureSEC source: 0001415199-21-000004 · wf-form4_161601056054310.xml · nonDerivative · entry 2 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,191.7546 F3 · shares: SHARES USED TO PAY TAXES. F2 · balance_after: INCLUDES 16,246.7546 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 19:49 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 1,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-21-000004 · wf-form4_161601056054310.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,879.7546 F1 · shares: RESTRICTED SHARES CANCELLED. F2 · balance_after: INCLUDES 16,246.7546 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| November 10, 2020 Filed Nov 10, 2020 19:51 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 1,567 | $0.00 Strike: $17.24 | $0.00 |
DisclosureSEC source: 0001415199-20-000011 · wf-form4_160503786687736.xml · derivative · entry 6 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,567 shares Expires 2021-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. Read SEC document |
| November 10, 2020 Filed Nov 10, 2020 19:51 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 1,567 | $18.50 | $28,989.50 |
DisclosureSEC source: 0001415199-20-000011 · wf-form4_160503786687736.xml · nonDerivative · entry 4 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,049.7736 F1 · balance_after: INCLUDES 15,841.7736 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F2 · balance_after: INCLUDES 7,368 PERFORMANCE-BASED RESTRICTED SHARES SUBJECT TO VESTING ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. Read SEC document |
| November 10, 2020 Filed Nov 10, 2020 19:51 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,567 | $17.24 | $27,007.25 |
DisclosureSEC source: 0001415199-20-000011 · wf-form4_160503786687736.xml · nonDerivative · entry 3 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,616.7736 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: INCLUDES 15,841.7736 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F2 · balance_after: INCLUDES 7,368 PERFORMANCE-BASED RESTRICTED SHARES SUBJECT TO VESTING ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 19:51 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 2,933 | $0.00 Strike: $17.24 | $0.00 |
DisclosureSEC source: 0001415199-20-000011 · wf-form4_160503786687736.xml · derivative · entry 5 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,567 Underlying: Common · 2,933 shares Expires 2021-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 19:51 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 2,933 | $18.50 | $54,260.50 |
DisclosureSEC source: 0001415199-20-000011 · wf-form4_160503786687736.xml · nonDerivative · entry 2 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,049.7736 F1 · balance_after: INCLUDES 15,841.7736 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F2 · balance_after: INCLUDES 7,368 PERFORMANCE-BASED RESTRICTED SHARES SUBJECT TO VESTING ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 19:51 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 2,933 | $17.24 | $50,550.26 |
DisclosureSEC source: 0001415199-20-000011 · wf-form4_160503786687736.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,982.7736 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: INCLUDES 15,841.7736 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F2 · balance_after: INCLUDES 7,368 PERFORMANCE-BASED RESTRICTED SHARES SUBJECT TO VESTING ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 18:14 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantPerformance Restricted Stock Units · Derivative | 14,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-20-000008 · wf-form4_158446886915614.xml · derivative · entry 4 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,161 Underlying: Common · 14,161 shares Expires 2023-03-15 F5 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F6 · derivative.exercise_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. F6 · derivative.expiration_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 18:14 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 6,069 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-20-000008 · wf-form4_158446886915614.xml · derivative · entry 3 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,069 Underlying: Common · 6,069 shares Expires 2023-03-15 F5 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F4 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F4 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 18:14 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-20-000008 · wf-form4_158446886915614.xml · derivative · entry 2 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,442 Underlying: Common · 1,221 shares Expires 2022-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F4 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F4 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 18:14 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-20-000008 · wf-form4_158446886915614.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,480.2957 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2 · balance_after: INCLUDES 14,272.2957 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F3 · balance_after: INCLUDES 7,368 PERFORMANCE-BASED RESTRICTED SHARES SUBJECT TO VESTING ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 14:56 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 146 | $25.57 | $3,733.22 |
DisclosureSEC source: 0001415199-20-000006 · wf-form4_158229696560334.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,259.2957 F1 · shares: SHARES USED TO PAY TAXES. F2 · balance_after: INCLUDES 14,272.2957 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F3 · balance_after: INCLUDES 7,368 PERFORMANCE-BASED RESTRICTED SHARES SUBJECT TO VESTING ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 16:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 1,579 | $25.70 | $40,580.30 |
DisclosureSEC source: 0001415199-20-000004 · wf-form4_158213127674891.xml · nonDerivative · entry 2 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,405.2957 F4 · shares: SHARES USED TO PAY TAXES. F2 · balance_after: INCLUDES 14,272.2957 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F5 · balance_after: INCLUDES 7,368 PERFORMANCE-BASED RESTRICTED SHARES SUBJECT TO VESTING ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 16:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 1,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-20-000004 · wf-form4_158213127674891.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,984.2957 F1 · shares: RESTRICTED SHARES CANCELLED. F2 · balance_after: INCLUDES 14,272.2957 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F3 · balance_after: INCLUDES 12,462 PERFORMANCE-BASED RESTRICTED SHARES SUBJECT TO VESTING ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. Read SEC document |
| September 13, 2019 Filed Sep 17, 2019 17:20 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 8,045 | $0.00 Strike: $18.78 | $0.00 |
DisclosureSEC source: 0001415199-19-000013 · wf-form4_156874080316316.xml · derivative · entry 4 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 955 Underlying: Common · 8,045 shares Expires 2024-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: AT THE GRANT DATE, STOCK OPTIONS WERE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. Read SEC document |
| September 13, 2019 Filed Sep 17, 2019 17:20 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 675 | $26.37 | $17,799.75 |
DisclosureSEC source: 0001415199-19-000013 · wf-form4_156874080316316.xml · nonDerivative · entry 3 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,020.9782 F3 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: INCLUDES 14,706 PERFORMANCE-BASED RESTRICTED SHARES SUBJECT TO VESTING ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. F2 · balance_after: INCLUDES 13,564.9782 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| September 13, 2019 Filed Sep 17, 2019 17:20 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 7,370 | $26.37 | $194,346.90 |
DisclosureSEC source: 0001415199-19-000013 · wf-form4_156874080316316.xml · nonDerivative · entry 2 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,695.9782 F1 · balance_after: INCLUDES 14,706 PERFORMANCE-BASED RESTRICTED SHARES SUBJECT TO VESTING ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. F2 · balance_after: INCLUDES 13,564.9782 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| September 13, 2019 Filed Sep 17, 2019 17:20 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 8,045 | $18.78 | $151,085.10 |
DisclosureSEC source: 0001415199-19-000013 · wf-form4_156874080316316.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,065.9782 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: INCLUDES 14,706 PERFORMANCE-BASED RESTRICTED SHARES SUBJECT TO VESTING ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. F2 · balance_after: INCLUDES 13,564.9782 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 18:36 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantPerformance Restricted Stock Units · Derivative | 8,545 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-19-000010 · wf-form4_155302056227999.xml · derivative · entry 3 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,545 Underlying: Common · 8,545 shares Expires 2022-03-15 F3 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F5 · derivative.exercise_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. F5 · derivative.expiration_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 18:36 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 3,663 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-19-000010 · wf-form4_155302056227999.xml · derivative · entry 2 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,663 Underlying: Common · 3,663 shares Expires 2022-03-15 F3 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F4 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F4 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 20:50 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 146 | $25.52 | $3,725.92 |
DisclosureSEC source: 0001415199-19-000008 · wf-form4_155078223490464.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,290.295 F1 · shares: SHARES USED TO PAY TAXES. F2 · balance_after: DOES INCLUDE 14,706 RESTRICTED SHARES SUBJECT TO VESTING. F3 · balance_after: DOES INCLUDE 12,834.295 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 12:35 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 1,598 | $24.97 | $39,902.06 |
DisclosureSEC source: 0001415199-19-000006 · wf-form4_155066611563482.xml · nonDerivative · entry 2 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,436.295 F4 · shares: SHARES USED TO PAY TAXES. F3 · balance_after: DOES INCLUDE 12,834.295 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F5 · balance_after: DOES INCLUDE 15,206 RESTRICTED SHARES SUBJECT TO VESTING. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 12:35 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 4,677 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-19-000006 · wf-form4_155066611563482.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,034.295 F1 · shares: RESTRICTED SHARES CANCELLED. F2 · balance_after: DOES INCLUDE 20,545 RESTRICTED SHARES SUBJECT TO VESTING. F3 · balance_after: DOES INCLUDE 12,834.295 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 06, 2019 Filed Feb 7, 2019 21:01 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 251 | $24.39 | $6,121.89 |
DisclosureSEC source: 0001415199-19-000004 · wf-form4_154957329571927.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,711.295 F1 · shares: SHARES USED TO PAY TAXES. F2 · balance_after: DOES INCLUDE 25,222 RESTRICTED SHARES SUBJECT TO VESTING. F3 · balance_after: DOES INCLUDE 12,834.2950 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| August 30, 2018 Filed Sep 4, 2018 19:05 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 7,000 | $0.00 Strike: $16.88 | $0.00 |
DisclosureSEC source: 0001415199-18-000014 · wf-form4_153608793041255.xml · derivative · entry 4 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 7,000 shares Expires 2023-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Stock options became exercisable at 33.3% per year for three years commencing with the exercisable date indicated. Read SEC document |
| August 30, 2018 Filed Sep 4, 2018 19:05 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 823 | $28.30 | $23,290.90 |
DisclosureSEC source: 0001415199-18-000014 · wf-form4_153608793041255.xml · nonDerivative · entry 3 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,028.7301 F3 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 25,950 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 11,900.7301 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| August 30, 2018 Filed Sep 4, 2018 19:05 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 6,177 | $28.30 | $174,809.10 |
DisclosureSEC source: 0001415199-18-000014 · wf-form4_153608793041255.xml · nonDerivative · entry 2 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,851.7301 F1 · balance_after: DOES INCLUDE 25,950 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 11,900.7301 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| August 30, 2018 Filed Sep 4, 2018 19:05 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 7,000 | $16.88 | $118,160.00 |
DisclosureSEC source: 0001415199-18-000014 · wf-form4_153608793041255.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,028.7301 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: DOES INCLUDE 25,950 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 11,900.7301 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:24 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantStock Options (Right to Buy) · Derivative | 13,933 | $28.50 Strike: $28.50 | $397,090.50 |
DisclosureSEC source: 0001415199-18-000012 · wf-form4_152149107384013.xml · derivative · entry 3 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,933 Underlying: Common · 13,933 shares Expires 2028-03-15 F3 · derivative.exercise_date: Stock options become exercisable at 33.3 percent per year for each of the following three years Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:24 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantCommon Stock (Restricted Shares Subject to Vesting) | 7,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-18-000012 · wf-form4_152149107384013.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,292.0303 F1 · balance_after: DOES INCLUDE 25,950 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 11,164.0303 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.