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 |
|---|---|---|---|---|---|---|
| February 19, 2018 Filed Feb 20, 2018 21:15 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 173 | $28.10 | $4,861.30 |
DisclosureSEC source: 0001415199-18-000010 · wf-form4_151916131554055.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,924.0303 F1 · shares: SHARES USED TO PAY TAXES. F2 · balance_after: DOES INCLUDE 18,582 RESTRICTED SHARES SUBJECT TO VESTING. F3 · 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 |
| February 15, 2018 Filed Feb 16, 2018 20:12 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 1,701 | $27.60 | $46,947.60 |
DisclosureSEC source: 0001415199-18-000008 · wf-form4_151881195043043.xml · nonDerivative · entry 2 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,097.0303 F4 · shares: SHARES USED TO PAY TAXES. F3 · 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. F5 · balance_after: DOES INCLUDE 19,082 RESTRICTED SHARES SUBJECT TO VESTING. Read SEC document |
| February 15, 2018 Filed Feb 16, 2018 20:12 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-18-000008 · wf-form4_151881195043043.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,798.0303 F1 · shares: RESTRICTED SHARES CANCELLED. F2 · balance_after: DOES INCLUDE 24,082 RESTRICTED SHARES SUBJECT TO VESTING. F3 · 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 |
| February 07, 2018 Filed Feb 8, 2018 19:19 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 72 | $27.20 | $1,958.40 |
DisclosureSEC source: 0001415199-18-000006 · wf-form4_151811753069376.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,298.0303 F1 · shares: SHARES USED TO PAY TAXES. F2 · balance_after: DOES INCLUDE 26,582 RESTRICTED SHARES SUBJECT TO VESTING. F3 · 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 |
| February 06, 2018 Filed Feb 7, 2018 21:10 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 251 | $26.95 | $6,764.45 |
DisclosureSEC source: 0001415199-18-000004 · wf-form4_151803784001934.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,370.0303 F1 · shares: SHARES USED TO PAY TAXES. F2 · balance_after: DOES INCLUDE 26,790 RESTRICTED SHARES SUBJECT TO VESTING. F3 · 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 |
| December 29, 2017 Filed Jan 5, 2018 20:01 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GiftCommon | 450 | $28.05 | $12,622.50 |
DisclosureSEC source: 0001415199-18-000002 · wf-form5_151518248645230.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,399.3678 F1 · balance_after: DOES INCLUDE 27,518 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 10,942.3678 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 19, 2017 Filed Feb 21, 2017 16:46 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 211 | $28.90 | $6,097.90 |
DisclosureSEC source: 0001415199-17-000013 · wf-form4_148769555298181.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,568.024 F1 · shares: VESTED SHARES USED TO PAY TAXES. F2 · balance_after: DOES INCLUDE 27,518 RESTRICTED SHARES SUBJECT TO VESTING. F3 · balance_after: DOES INCLUDE 9,661.024 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 19:13 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-17-000011 · wf-form4_148735880662759.xml · nonDerivative · entry 2 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,779.024 F4 · shares: RESTRICTED SHARES CANCELLED. F3 · balance_after: DOES INCLUDE 9,661.024 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F5 · balance_after: DOES INCLUDE 28,018 RESTRICTED SHARES SUBJECT TO VESTING. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 19:13 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 2,108 | $28.55 | $60,183.40 |
DisclosureSEC source: 0001415199-17-000011 · wf-form4_148735880662759.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,279.024 F1 · shares: VESTED SHARES USED TO PAY TAXES. F2 · balance_after: DOES INCLUDE 30,518 RESTRICTED SHARES SUBJECT TO VESTING. F3 · balance_after: DOES INCLUDE 9,661.024 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 18:29 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 80 | $27.60 | $2,208.00 |
DisclosureSEC source: 0001415199-17-000009 · wf-form4_148701058142979.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,387.024 F1 · shares: SHARES USED TO PAY TAXES. F2 · balance_after: DOES INCLUDE 35,518 RESTRICTED SHARES SUBJECT TO VESTING. F3 · balance_after: DOES INCLUDE 9,661.024 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 16:22 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 78 | $27.35 | $2,133.30 |
DisclosureSEC source: 0001415199-17-000007 · wf-form4_148657095473445.xml · nonDerivative · entry 2 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,467.024 F1 · shares: VESTED SHARES USED TO PAY TAXES. F3 · balance_after: DOES INCLUDE 9,661.024 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F4 · balance_after: DOES INCLUDE 35,729 RESTRICTED SHARES SUBJECT TO VESTING. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 16:22 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 273 | $27.60 | $7,534.80 |
DisclosureSEC source: 0001415199-17-000007 · wf-form4_148657095473445.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,545.024 F1 · shares: VESTED SHARES USED TO PAY TAXES. F2 · balance_after: DOES INCLUDE 35,936 RESTRICTED SHARES SUBJECT TO VESTING. F3 · balance_after: DOES INCLUDE 9,661.024 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| January 31, 2017 Filed Feb 6, 2017 20:02 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantNon Qualified Stock Options (Right to Buy) · Derivative | 8,725 | $28.15 Strike: $28.15 | $245,608.75 |
DisclosureSEC source: 0001415199-17-000004 · wf-form4_148641132314017.xml · derivative · entry 4 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,725 Underlying: Common · 8,725 shares Expires 2027-01-31 Read SEC document |
| January 31, 2017 Filed Feb 6, 2017 20:02 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantIncentive Stock Options (Right to Buy) · Derivative | 3,552 | $28.15 Strike: $28.15 | $99,988.80 |
DisclosureSEC source: 0001415199-17-000004 · wf-form4_148641132314017.xml · derivative · entry 3 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,552 Underlying: Common · 3,552 shares Expires 2027-01-31 Read SEC document |
| January 31, 2017 Filed Feb 6, 2017 20:02 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantCommon Stock (Restricted Shares Subject to Vesting) | 6,838 | $0.00 | $0.00 |
DisclosureSEC source: 0001415199-17-000004 · wf-form4_148641132314017.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,818.024 F1 · balance_after: DOES INCLUDE 36,663 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 9,661.0240 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| December 14, 2016 Filed Dec 15, 2016 17:01 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionIncentive Stock Options (Right to Buy) · Derivative | 4,500 | $0.00 Strike: $14.80 | $0.00 |
DisclosureSEC source: 0001415199-16-000022 · wf-form4_148182129519543.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 · 4,500 shares Expires 2022-01-31 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. Read SEC document |
| December 14, 2016 Filed Dec 15, 2016 17:01 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 655 | $30.50 | $19,977.50 |
DisclosureSEC source: 0001415199-16-000022 · wf-form4_148182129519543.xml · nonDerivative · entry 3 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,606.1487 F3 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 29,825 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 9,287.1487 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| December 14, 2016 Filed Dec 15, 2016 17:01 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 3,845 | $30.50 | $117,272.50 |
DisclosureSEC source: 0001415199-16-000022 · wf-form4_148182129519543.xml · nonDerivative · entry 2 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,261.1487 F1 · balance_after: DOES INCLUDE 29,825 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 9,287.1487 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| December 14, 2016 Filed Dec 15, 2016 17:01 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 4,500 | $14.80 | $66,600.00 |
DisclosureSEC source: 0001415199-16-000022 · wf-form4_148182129519543.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,106.1487 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 29,825 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 9,287.1487 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 17:30 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionIncentive Stock Options (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $21.11 | $0.00 |
DisclosureSEC source: 0001415199-16-000020 · wf-form4_148061323772742.xml · derivative · entry 5 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 6,000 shares Expires 2017-12-31 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. Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 17:30 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 597 | $28.55 | $17,044.35 |
DisclosureSEC source: 0001415199-16-000020 · wf-form4_148061323772742.xml · nonDerivative · entry 4 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,606.1487 F4 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 29,825 RESTRICTED SHARES SUBJECT TO VESTING. F3 · balance_after: DOES INCLUDE 9,287.1487 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 17:30 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 5,403 | $28.55 | $154,255.65 |
DisclosureSEC source: 0001415199-16-000020 · wf-form4_148061323772742.xml · nonDerivative · entry 3 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,203.1487 F1 · balance_after: DOES INCLUDE 29,825 RESTRICTED SHARES SUBJECT TO VESTING. F3 · balance_after: DOES INCLUDE 9,287.1487 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 17:30 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 6,000 | $21.11 | $126,660.00 |
DisclosureSEC source: 0001415199-16-000020 · wf-form4_148061323772742.xml · nonDerivative · entry 2 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,606.1487 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 29,825 RESTRICTED SHARES SUBJECT TO VESTING. F3 · balance_after: DOES INCLUDE 9,287.1487 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| September 22, 2016 Filed Dec 1, 2016 17:30 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GiftCommon | 700 | $23.78 | $16,646.00 |
DisclosureSEC source: 0001415199-16-000020 · wf-form4_148061323772742.xml · nonDerivative · entry 1 SCHWEITZER JEFFREY M · CIK 0001415199 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,144.3499 F1 · balance_after: DOES INCLUDE 29,825 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 8,825.3499 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.