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 |
|---|---|---|---|---|---|---|
| March 15, 2023 Filed Mar 17, 2023 14:00 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 559 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-23-000004 · wf-form4_167906161778621.xml · nonDerivative · entry 3 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,695.5237 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. 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 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 | 407 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-23-000004 · wf-form4_167906161778621.xml · nonDerivative · entry 2 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,136.5237 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. 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 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 | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-23-000004 · wf-form4_167906161778621.xml · nonDerivative · entry 1 Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,729.5237 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. 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 7,231.5237 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:04 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantPerformance Restricted Stock Units · Derivative | 3,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-22-000004 · wf-form4_164754741236502.xml · derivative · entry 11 Santana Megan D · CIK 0001668308 · EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,908 Underlying: Common · 3,908 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. 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, 2022 Filed Mar 17, 2022 20:04 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,677 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-22-000004 · wf-form4_164754741236502.xml · derivative · entry 10 Santana Megan D · CIK 0001668308 · EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,677 Underlying: Common · 1,677 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 20:04 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,019 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-22-000004 · wf-form4_164754741236502.xml · derivative · entry 9 Santana Megan D · CIK 0001668308 · EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 2,019 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 20:04 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 407 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-22-000004 · wf-form4_164754741236502.xml · derivative · entry 8 Santana Megan D · CIK 0001668308 · EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 814 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, 2022 Filed Mar 17, 2022 20:04 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-22-000004 · wf-form4_164754741236502.xml · derivative · entry 7 Santana Megan D · CIK 0001668308 · EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 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. 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 20:04 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 289 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-22-000004 · wf-form4_164754741236502.xml · derivative · entry 6 Santana Megan D · CIK 0001668308 · EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 289 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 20:04 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | OtherCommon | 24 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-22-000004 · wf-form4_164754741236502.xml · nonDerivative · entry 5 Santana Megan D · CIK 0001668308 · EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,635.1222 F4 · shares: VESTED SHARES CANCELLED DUE TO EVALUATION OF PERFORMANCE FACTORS AFTER MEASUREMENT PERIOD. F2 · balance_after: INCLUDES 5,737.1222 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:04 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 2,019 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-22-000004 · wf-form4_164754741236502.xml · nonDerivative · entry 4 Santana Megan D · CIK 0001668308 · EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,659.1222 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 5,737.1222 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 20:04 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 407 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-22-000004 · wf-form4_164754741236502.xml · nonDerivative · entry 3 Santana Megan D · CIK 0001668308 · EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,640.1222 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 5,737.1222 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:04 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-22-000004 · wf-form4_164754741236502.xml · nonDerivative · entry 2 Santana Megan D · CIK 0001668308 · EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,233.1222 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 5,737.1222 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:04 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 289 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-22-000004 · wf-form4_164754741236502.xml · nonDerivative · entry 1 Santana Megan D · CIK 0001668308 · EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,633.1222 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 5,737.1222 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 19:46 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantPerformance Restricted Stock Units · Derivative | 2,844 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-21-000004 · wf-form4_161601035366717.xml · derivative · entry 10 Santana Megan D · CIK 0001668308 · EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,844 Underlying: Common · 2,844 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 19:46 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-21-000004 · wf-form4_161601035366717.xml · derivative · entry 9 Santana Megan D · CIK 0001668308 · EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,221 Underlying: Common · 1,221 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 19:46 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-21-000004 · wf-form4_161601035366717.xml · derivative · entry 8 Santana Megan D · CIK 0001668308 · EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 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. 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 19:46 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 289 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-21-000004 · wf-form4_161601035366717.xml · derivative · entry 7 Santana Megan D · CIK 0001668308 · EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289 Underlying: Common · 289 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 19:46 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 166 | $28.42 | $4,717.72 |
DisclosureSEC source: 0001668308-21-000004 · wf-form4_161601035366717.xml · nonDerivative · entry 6 Santana Megan D · CIK 0001668308 · EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,109.4068 F3 · shares: SHARES USED TO PAY TAXES. F2 · balance_after: INCLUDES 4,502.4068 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 19:46 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-21-000004 · wf-form4_161601035366717.xml · nonDerivative · entry 5 Santana Megan D · CIK 0001668308 · EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,275.4068 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 4,502.4068 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 19:46 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 83 | $28.42 | $2,358.86 |
DisclosureSEC source: 0001668308-21-000004 · wf-form4_161601035366717.xml · nonDerivative · entry 4 Santana Megan D · CIK 0001668308 · EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,675.4068 F3 · shares: SHARES USED TO PAY TAXES. F2 · balance_after: INCLUDES 4,502.4068 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 19:46 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 289 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-21-000004 · wf-form4_161601035366717.xml · nonDerivative · entry 3 Santana Megan D · CIK 0001668308 · EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,758.4068 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 4,502.4068 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 19:46 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 324 | $28.42 | $9,208.08 |
DisclosureSEC source: 0001668308-21-000004 · wf-form4_161601035366717.xml · nonDerivative · entry 2 Santana Megan D · CIK 0001668308 · EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,469.4068 F3 · shares: SHARES USED TO PAY TAXES. F2 · balance_after: INCLUDES 4,502.4068 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 19:46 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 315 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-21-000004 · wf-form4_161601035366717.xml · nonDerivative · entry 1 Santana Megan D · CIK 0001668308 · EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,793.4068 F1 · shares: RESTRICTED SHARES CANCELLED. F2 · balance_after: INCLUDES 4,502.4068 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 19:38 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantPerformance Restricted Stock Units · Derivative | 4,201 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-20-000006 · wf-form4_158447388051503.xml · derivative · entry 4 Santana Megan D · CIK 0001668308 · EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,201 Underlying: Common · 4,201 shares Expires 2023-03-15 F4 · 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, 2020 Filed Mar 17, 2020 19:38 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-20-000006 · wf-form4_158447388051503.xml · derivative · entry 3 Santana Megan D · CIK 0001668308 · EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800 Underlying: Common · 1,800 shares Expires 2023-03-15 F4 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F3 · 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. F3 · 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 19:38 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 289 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-20-000006 · wf-form4_158447388051503.xml · derivative · entry 2 Santana Megan D · CIK 0001668308 · EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 578 Underlying: Common · 289 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. F3 · 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. F3 · 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 19:38 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 289 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-20-000006 · wf-form4_158447388051503.xml · nonDerivative · entry 1 Santana Megan D · CIK 0001668308 · EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,088.2599 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 2,482.2599 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 19:58 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 354 | $25.70 | $9,097.80 |
DisclosureSEC source: 0001668308-20-000004 · wf-form4_158214231761180.xml · nonDerivative · entry 2 Santana Megan D · CIK 0001668308 · EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,799.2599 F4 · shares: SHARES USED TO PAY TAXES. F2 · balance_after: INCLUDES 2,482.2599 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F5 · balance_after: INCLUDES 1,474 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 19:58 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 358 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-20-000004 · wf-form4_158214231761180.xml · nonDerivative · entry 1 Santana Megan D · CIK 0001668308 · EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,153.2599 F1 · shares: RESTRICTED SHARES CANCELLED. F2 · balance_after: INCLUDES 2,482.2599 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F3 · balance_after: INCLUDES 2,521 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, 2019 Filed Mar 19, 2019 18:32 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantPerformance Restricted Stock Units · Derivative | 2,019 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-19-000004 · wf-form4_155302031446980.xml · derivative · entry 3 Santana Megan D · CIK 0001668308 · EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,019 Underlying: Common · 2,019 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 18:32 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 867 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-19-000004 · wf-form4_155302031446980.xml · derivative · entry 2 Santana Megan D · CIK 0001668308 · EVP & Chief Risk Officer · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 867 Underlying: Common · 867 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 |
| March 15, 2018 Filed Mar 19, 2018 20:19 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantStock Options (Right to Buy) · Derivative | 2,787 | $28.50 Strike: $28.50 | $79,429.50 |
DisclosureSEC source: 0001668308-18-000004 · wf-form4_152149074495878.xml · derivative · entry 3 Santana Megan D · CIK 0001668308 · Executive Vice President · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,787 Underlying: Common · 2,787 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 20:19 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantCommon Stock (Restricted Shares Subject to Vesting) | 1,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-18-000004 · wf-form4_152149074495878.xml · nonDerivative · entry 1 Santana Megan D · CIK 0001668308 · Executive Vice President · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,074.0139 F1 · balance_after: DOES INCLUDE 2,879 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 45.0139 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2017 Filed Feb 6, 2017 20:00 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantIncentive Stock Options (Right to Buy) · Derivative | 2,522 | $28.15 Strike: $28.15 | $70,994.30 |
DisclosureSEC source: 0001668308-17-000004 · wf-form4_148641118804539.xml · derivative · entry 3 Santana Megan D · CIK 0001668308 · Executive Vice President · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,522 Underlying: Common · 2,522 shares Expires 2027-01-31 Read SEC document |
| January 31, 2017 Filed Feb 6, 2017 20:00 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantCommon Stock (Restricted Shares Subject to Vesting) | 1,405 | $0.00 | $0.00 |
DisclosureSEC source: 0001668308-17-000004 · wf-form4_148641118804539.xml · nonDerivative · entry 1 Santana Megan D · CIK 0001668308 · Executive Vice President · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,561.8357 F1 · balance_after: DOES INCLUDE 1,405 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 6.8357 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT 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.