Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVEST FINANCIAL CorpUVSP · Entity 4881 | Sr EVP & Chief Risk Officer · General Counsel | 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 | 38,762.2625 |
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 2,787 · Balance 38,762.2625 F1: INCLUDES 13,925.2625 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. |
| CommonSEC Table I · non-derivative | Direct | 35,975.2625 |
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 2,787 · Balance 35,975.2625 F1: INCLUDES 13,925.2625 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F2: THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $40.76 TO $40.89, 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 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-08 · Exercise / conversion · Disposed 2,787 · 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. |
Filing footnotes · ownership attribution and instrument terms
F1: INCLUDES 13,925.2625 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN.
F2: THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $40.76 TO $40.89, 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 |
|---|---|---|---|---|---|---|
| June 08, 2026 Filed Jun 9, 2026 18:53 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 2,787 | $0.00 Strike: $28.50 | $0.00 |
DisclosureSEC source: 0001668308-26-000006 · wk-form4_1781031192.xml · derivative · entry 3 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 2,787 shares Expires 2028-03-15 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_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 |
| June 08, 2026 Filed Jun 9, 2026 18:53 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 2,787 | $40.83 | $113,802.69 |
DisclosureSEC source: 0001668308-26-000006 · wk-form4_1781031192.xml · nonDerivative · entry 2 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,975.2625 F1 · balance_after: INCLUDES 13,925.2625 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F2 · balance_after: THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $40.76 TO $40.89, 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. Read SEC document |
| June 08, 2026 Filed Jun 9, 2026 18:53 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 2,787 | $28.50 | $79,429.50 |
DisclosureSEC source: 0001668308-26-000006 · wk-form4_1781031192.xml · nonDerivative · entry 1 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,762.2625 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 13,925.2625 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:19 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantPerformance Restricted Stock Units · Derivative | 3,946 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-26-000004 · wk-form4_1773778777.xml · derivative · entry 12 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,946 Underlying: Common · 3,946 shares Expires 2029-03-15 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, 2026 Filed Mar 17, 2026 20:19 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,692 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-26-000004 · wk-form4_1773778777.xml · derivative · entry 11 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,692 Underlying: Common · 1,692 shares Expires 2029-03-15 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, 2026 Filed Mar 17, 2026 20:19 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 4,620 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-26-000004 · wk-form4_1773778777.xml · derivative · entry 10 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 4,620 shares Expires 2026-03-15 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, 2026 Filed Mar 17, 2026 20:19 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 621 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-26-000004 · wk-form4_1773778777.xml · derivative · entry 9 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,242 Underlying: Common · 621 shares Expires 2028-03-15 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, 2026 Filed Mar 17, 2026 20:19 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 863 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-26-000004 · wk-form4_1773778777.xml · derivative · entry 8 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 863 Underlying: Common · 863 shares Expires 2027-03-15 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, 2026 Filed Mar 17, 2026 20:19 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 661 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-26-000004 · wk-form4_1773778777.xml · derivative · entry 7 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 661 shares Expires 2026-03-15 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, 2026 Filed Mar 17, 2026 20:19 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 2,499 | $32.72 | $81,767.28 |
DisclosureSEC source: 0001668308-26-000004 · wk-form4_1773778777.xml · nonDerivative · entry 6 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,453.7595 F2 · balance_after: INCLUDES 13,403.7595 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:19 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | OtherCommon | 1,026 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-26-000004 · wk-form4_1773778777.xml · nonDerivative · entry 5 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,952.7595 F4 · shares: VESTED SHARES CANCELLED DUE TO EVALUATION OF PERFORMANCE FACTORS AFTER MEASUREMENT PERIOD. F2 · balance_after: INCLUDES 13,403.7595 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:19 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 4,620 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-26-000004 · wk-form4_1773778777.xml · nonDerivative · entry 4 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,978.7595 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 13,403.7595 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, 2026 Filed Mar 17, 2026 20:19 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 621 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-26-000004 · wk-form4_1773778777.xml · nonDerivative · entry 3 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,358.7595 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 13,403.7595 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:19 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 863 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-26-000004 · wk-form4_1773778777.xml · nonDerivative · entry 2 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,737.7595 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 13,403.7595 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:19 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 661 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-26-000004 · wk-form4_1773778777.xml · nonDerivative · entry 1 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,874.7595 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 13,403.7595 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| December 12, 2025 Filed Dec 15, 2025 20:51 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 2,522 | $0.00 Strike: $28.15 | $0.00 |
DisclosureSEC source: 0001668308-25-000008 · wk-form4_1765831879.xml · derivative · entry 3 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 2,522 shares Expires 2027-01-31 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. F2 · 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 |
| December 12, 2025 Filed Dec 15, 2025 20:51 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 2,522 | $35.45 | $89,404.90 |
DisclosureSEC source: 0001668308-25-000008 · wk-form4_1765831879.xml · nonDerivative · entry 2 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,011.4351 F1 · balance_after: INCLUDES 13,201.4351 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| December 12, 2025 Filed Dec 15, 2025 20:51 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 2,522 | $28.15 | $70,994.30 |
DisclosureSEC source: 0001668308-25-000008 · wk-form4_1765831879.xml · nonDerivative · entry 1 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,533.4351 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 13,201.4351 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 19:35 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantPerformance Restricted Stock Units · Derivative | 4,344 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-25-000004 · wk-form4_1742412945.xml · derivative · entry 12 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,344 Underlying: Common · 4,344 shares Expires 2028-03-15 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, 2025 Filed Mar 19, 2025 19:35 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,863 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-25-000004 · wk-form4_1742412945.xml · derivative · entry 11 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,863 Underlying: Common · 1,863 shares Expires 2028-03-15 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, 2025 Filed Mar 19, 2025 19:35 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-25-000004 · wk-form4_1742412945.xml · derivative · entry 10 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 3,908 shares Expires 2025-03-15 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, 2025 Filed Mar 19, 2025 19:35 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 863 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-25-000004 · wk-form4_1742412945.xml · derivative · entry 9 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,726 Underlying: Common · 863 shares Expires 2027-03-15 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, 2025 Filed Mar 19, 2025 19:35 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 661 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-25-000004 · wk-form4_1742412945.xml · derivative · entry 8 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 661 Underlying: Common · 661 shares Expires 2026-03-15 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, 2025 Filed Mar 19, 2025 19:35 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 559 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-25-000004 · wk-form4_1742412945.xml · derivative · entry 7 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 559 shares Expires 2025-03-15 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, 2025 Filed Mar 19, 2025 19:35 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 2,699 | $28.27 | $76,300.73 |
DisclosureSEC source: 0001668308-25-000004 · wk-form4_1742412945.xml · nonDerivative · entry 6 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,377.6724 F2 · balance_after: INCLUDES 11,567.6724 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 19:35 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | OtherCommon | 209 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-25-000004 · wk-form4_1742412945.xml · nonDerivative · entry 5 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,076.6724 F4 · shares: ADDITIONAL SHARES AWARDED DUE TO EVALUATION OF PERFORMANCE FACTORS AFTER MEASUREMENT PERIOD. F2 · balance_after: INCLUDES 11,567.6724 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 19:35 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 3,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-25-000004 · wk-form4_1742412945.xml · nonDerivative · entry 4 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,867.6724 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 11,567.6724 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, 2025 Filed Mar 19, 2025 19:35 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 863 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-25-000004 · wk-form4_1742412945.xml · nonDerivative · entry 3 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,959.6724 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 11,567.6724 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 19:35 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 661 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-25-000004 · wk-form4_1742412945.xml · nonDerivative · entry 2 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,096.6724 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 11,567.6724 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 19:35 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 559 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-25-000004 · wk-form4_1742412945.xml · nonDerivative · entry 1 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,435.6724 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 11,567.6724 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:04 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantPerformance Restricted Stock Units · Derivative | 6,038 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-24-000004 · wk-form4_1710875053.xml · derivative · entry 12 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,038 Underlying: Common · 6,038 shares Expires 2027-03-15 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, 2024 Filed Mar 19, 2024 19:04 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 2,589 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-24-000004 · wk-form4_1710875053.xml · derivative · entry 11 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,589 Underlying: Common · 2,589 shares Expires 2027-03-15 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, 2024 Filed Mar 19, 2024 19:04 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,844 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-24-000004 · wk-form4_1710875053.xml · derivative · entry 10 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 2,844 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. 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, 2024 Filed Mar 19, 2024 19:04 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 661 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-24-000004 · wk-form4_1710875053.xml · derivative · entry 9 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,322 Underlying: Common · 661 shares Expires 2026-03-15 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, 2024 Filed Mar 19, 2024 19:04 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 559 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-24-000004 · wk-form4_1710875053.xml · derivative · entry 8 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 559 Underlying: Common · 559 shares Expires 2025-03-15 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, 2024 Filed Mar 19, 2024 19:04 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 407 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-24-000004 · wk-form4_1710875053.xml · derivative · entry 7 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 407 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. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:04 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 1,450 | $19.56 | $28,362.00 |
DisclosureSEC source: 0001668308-24-000004 · wk-form4_1710875053.xml · nonDerivative · entry 6 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,863.7681 F2 · balance_after: INCLUDES 9,554.7681 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:04 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | OtherCommon | 581 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-24-000004 · wk-form4_1710875053.xml · nonDerivative · entry 5 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,313.7681 F4 · shares: ADDITIONAL SHARES AWARDED DUE TO EVALUATION OF PERFORMANCE FACTORS AFTER MEASUREMENT PERIOD. F2 · balance_after: INCLUDES 9,554.7681 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:04 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 2,844 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-24-000004 · wk-form4_1710875053.xml · nonDerivative · entry 4 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,732.7681 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 9,554.7681 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, 2024 Filed Mar 19, 2024 19:04 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 407 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-24-000004 · wk-form4_1710875053.xml · nonDerivative · entry 3 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,888.7681 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 9,554.7681 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:04 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 661 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-24-000004 · wk-form4_1710875053.xml · nonDerivative · entry 2 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,481.7681 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 9,554.7681 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:04 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 559 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-24-000004 · wk-form4_1710875053.xml · nonDerivative · entry 1 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,820.7681 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 9,554.7681 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 14:00 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantPerformance Restricted Stock Units · Derivative | 4,620 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-23-000004 · wf-form4_167906161778621.xml · derivative · entry 11 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,620 Underlying: Common · 4,620 shares Expires 2026-03-15 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, 2023 Filed Mar 17, 2023 14:00 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,983 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-23-000004 · wf-form4_167906161778621.xml · derivative · entry 10 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,983 Underlying: Common · 1,983 shares Expires 2026-03-15 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, 2023 Filed Mar 17, 2023 14:00 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 4,201 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-23-000004 · wf-form4_167906161778621.xml · derivative · entry 9 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 4,201 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. 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, 2023 Filed Mar 17, 2023 14:00 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 559 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-23-000004 · wf-form4_167906161778621.xml · derivative · entry 8 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,118 Underlying: Common · 559 shares Expires 2025-03-15 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, 2023 Filed Mar 17, 2023 14:00 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 407 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-23-000004 · wf-form4_167906161778621.xml · derivative · entry 7 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 407 Underlying: Common · 407 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, 2023 Filed Mar 17, 2023 14:00 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-23-000004 · wf-form4_167906161778621.xml · derivative · entry 6 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 600 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. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 14:00 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | OtherCommon | 42 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-23-000004 · wf-form4_167906161778621.xml · nonDerivative · entry 5 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,938.5237 F4 · shares: ADDITIONAL SHARES AWARDED DUE TO EVALUATION OF PERFORMANCE FACTORS AFTER MEASUREMENT PERIOD. F2 · balance_after: INCLUDES 7,231.5237 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 14:00 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 4,201 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-23-000004 · wf-form4_167906161778621.xml · nonDerivative · entry 4 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,896.5237 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 7,231.5237 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.