Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVEST FINANCIAL CorpUVSP · Entity 4881 | Senior EVP & COO | May 05, 2026 | May 07, 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 May 05, 2026 · Filed May 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 74,224.077 |
Reported balance
After 2026-05-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-05 · Exercise / conversion · Acquired 7,245 · Balance 74,224.077 F1: INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. |
| CommonSEC Table I · non-derivative | Direct | 66,979.077 |
Reported balance
After 2026-05-05 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-05-05 · Sale · Disposed 7,245 · Balance 66,979.077 F1: INCLUDES 7,154.509 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 $38.62 TO $38.81, 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 2026-05-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-05 · Exercise / conversion · Disposed 7,245 · 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 7,154.509 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 $38.62 TO $38.81, 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 |
|---|---|---|---|---|---|---|
| May 05, 2026 Filed May 7, 2026 14:18 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 7,245 | $0.00 Strike: $28.50 | $0.00 |
DisclosureSEC source: 0001566245-26-000006 · wk-form4_1778163512.xml · derivative · entry 3 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 7,245 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 |
| May 05, 2026 Filed May 7, 2026 14:18 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 7,245 | $38.71 | $280,427.14 |
DisclosureSEC source: 0001566245-26-000006 · wk-form4_1778163512.xml · nonDerivative · entry 2 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,979.077 F1 · balance_after: INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT 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 $38.62 TO $38.81, 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 |
| May 05, 2026 Filed May 7, 2026 14:18 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 7,245 | $28.50 | $206,482.50 |
DisclosureSEC source: 0001566245-26-000006 · wk-form4_1778163512.xml · nonDerivative · entry 1 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,224.077 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 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:17 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantPerformance Restricted Stock Units · Derivative | 6,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001566245-26-000004 · wk-form4_1773778645.xml · derivative · entry 12 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,588 Underlying: Common · 6,588 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 20:17 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 2,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001566245-26-000004 · wk-form4_1773778645.xml · derivative · entry 11 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,826 Underlying: Common · 2,826 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 20:17 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 8,046 | $0.00 | $0.00 |
DisclosureSEC source: 0001566245-26-000004 · wk-form4_1773778645.xml · derivative · entry 10 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 8,046 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 20:17 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001566245-26-000004 · wk-form4_1773778645.xml · derivative · entry 9 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,122 Underlying: Common · 1,061 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 20:17 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,499 | $0.00 | $0.00 |
DisclosureSEC source: 0001566245-26-000004 · wk-form4_1773778645.xml · derivative · entry 8 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,499 Underlying: Common · 1,499 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 20:17 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001566245-26-000004 · wk-form4_1773778645.xml · derivative · entry 7 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,150 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 20:17 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 4,348 | $32.72 | $142,266.56 |
DisclosureSEC source: 0001566245-26-000004 · wk-form4_1773778645.xml · nonDerivative · entry 6 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,979.077 F2 · balance_after: INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:17 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | OtherCommon | 1,786 | $0.00 | $0.00 |
DisclosureSEC source: 0001566245-26-000004 · wk-form4_1773778645.xml · nonDerivative · entry 5 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,327.077 F4 · shares: VESTED SHARES CANCELLED DUE TO EVALUATION OF PERFORMANCE FACTORS AFTER MEASUREMENT PERIOD. F2 · balance_after: INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:17 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 8,046 | $0.00 | $0.00 |
DisclosureSEC source: 0001566245-26-000004 · wk-form4_1773778645.xml · nonDerivative · entry 4 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,113.077 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 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT 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 20:17 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001566245-26-000004 · wk-form4_1773778645.xml · nonDerivative · entry 3 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,067.077 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 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:17 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,499 | $0.00 | $0.00 |
DisclosureSEC source: 0001566245-26-000004 · wk-form4_1773778645.xml · nonDerivative · entry 2 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,006.077 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 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:17 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001566245-26-000004 · wk-form4_1773778645.xml · nonDerivative · entry 1 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,507.077 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 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| December 12, 2025 Filed Dec 15, 2025 20:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 6,696 | $0.00 Strike: $28.15 | $0.00 |
DisclosureSEC source: 0001566245-25-000008 · wk-form4_1765832072.xml · derivative · entry 3 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 6,696 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. 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 |
| December 12, 2025 Filed Dec 15, 2025 20:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 6,696 | $34.07 | $228,137.41 |
DisclosureSEC source: 0001566245-25-000008 · wk-form4_1765832072.xml · nonDerivative · entry 2 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,357.077 F1 · balance_after: INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT 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 $34.81 TO $35.45, 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 |
| December 12, 2025 Filed Dec 15, 2025 20:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 6,696 | $28.15 | $188,492.40 |
DisclosureSEC source: 0001566245-25-000008 · wk-form4_1765832072.xml · nonDerivative · entry 1 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,053.077 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 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 19:30 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantPerformance Restricted Stock Units · Derivative | 7,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001566245-25-000004 · wk-form4_1742412642.xml · derivative · entry 12 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,422 Underlying: Common · 7,422 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 19:30 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 3,183 | $0.00 | $0.00 |
DisclosureSEC source: 0001566245-25-000004 · wk-form4_1742412642.xml · derivative · entry 11 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,183 Underlying: Common · 3,183 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 19:30 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 6,202 | $0.00 | $0.00 |
DisclosureSEC source: 0001566245-25-000004 · wk-form4_1742412642.xml · derivative · entry 10 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 6,202 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 19:30 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,499 | $0.00 | $0.00 |
DisclosureSEC source: 0001566245-25-000004 · wk-form4_1742412642.xml · derivative · entry 9 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,998 Underlying: Common · 1,499 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 19:30 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001566245-25-000004 · wk-form4_1742412642.xml · derivative · entry 8 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,150 Underlying: Common · 1,150 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 19:30 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 887 | $0.00 | $0.00 |
DisclosureSEC source: 0001566245-25-000004 · wk-form4_1742412642.xml · derivative · entry 7 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 887 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 19:30 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 4,392 | $28.27 | $124,161.84 |
DisclosureSEC source: 0001566245-25-000004 · wk-form4_1742412642.xml · nonDerivative · entry 6 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,357.077 F2 · balance_after: INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 19:30 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | OtherCommon | 332 | $0.00 | $0.00 |
DisclosureSEC source: 0001566245-25-000004 · wk-form4_1742412642.xml · nonDerivative · entry 5 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,749.077 F4 · shares: ADDITIONAL SHARES AWARDED DUE TO EVALUATION OF PERFORMANCE FACTORS AFTER MEASUREMENT PERIOD. F2 · balance_after: INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 19:30 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 6,202 | $0.00 | $0.00 |
DisclosureSEC source: 0001566245-25-000004 · wk-form4_1742412642.xml · nonDerivative · entry 4 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,417.077 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 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT 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 19:30 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,499 | $0.00 | $0.00 |
DisclosureSEC source: 0001566245-25-000004 · wk-form4_1742412642.xml · nonDerivative · entry 3 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,215.077 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 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 19:30 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001566245-25-000004 · wk-form4_1742412642.xml · nonDerivative · entry 2 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,716.077 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 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 19:30 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 887 | $0.00 | $0.00 |
DisclosureSEC source: 0001566245-25-000004 · wk-form4_1742412642.xml · nonDerivative · entry 1 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,566.077 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 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| September 18, 2024 Filed Sep 19, 2024 15:23 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 3,633 | $0.00 Strike: $19.68 | $0.00 |
DisclosureSEC source: 0001566245-24-000014 · wk-form4_1726759403.xml · derivative · entry 6 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 3,633 shares Expires 2026-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. Read SEC document |
| September 18, 2024 Filed Sep 19, 2024 15:23 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 3,633 | $28.76 | $104,481.45 |
DisclosureSEC source: 0001566245-24-000014 · wk-form4_1726759403.xml · nonDerivative · entry 4 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,679.077 F1 · balance_after: INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. F3 · balance_after: THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $28.275 TO $29.36, 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 |
| September 18, 2024 Filed Sep 19, 2024 15:23 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 3,633 | $19.68 | $71,497.44 |
DisclosureSEC source: 0001566245-24-000014 · wk-form4_1726759403.xml · nonDerivative · entry 3 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,312.077 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 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| September 17, 2024 Filed Sep 19, 2024 15:23 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 1,902 | $0.00 Strike: $19.68 | $0.00 |
DisclosureSEC source: 0001566245-24-000014 · wk-form4_1726759403.xml · derivative · entry 5 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,633 Underlying: Common · 1,902 shares Expires 2026-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. Read SEC document |
| September 17, 2024 Filed Sep 19, 2024 15:23 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 1,902 | $28.43 | $54,068.34 |
DisclosureSEC source: 0001566245-24-000014 · wk-form4_1726759403.xml · nonDerivative · entry 2 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,679.077 F1 · balance_after: INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT 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 $28.25 TO $28.59, 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 |
| September 17, 2024 Filed Sep 19, 2024 15:23 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,902 | $19.68 | $37,431.36 |
DisclosureSEC source: 0001566245-24-000014 · wk-form4_1726759403.xml · nonDerivative · entry 1 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,581.077 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 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| September 04, 2024 Filed Sep 6, 2024 15:00 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 400 | $0.00 Strike: $19.68 | $0.00 |
DisclosureSEC source: 0001566245-24-000012 · wk-form4_1725634838.xml · derivative · entry 3 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,535 Underlying: Common · 400 shares Expires 2026-01-31 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 |
| September 04, 2024 Filed Sep 6, 2024 15:00 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 400 | $28.50 | $11,400.00 |
DisclosureSEC source: 0001566245-24-000012 · wk-form4_1725634838.xml · nonDerivative · entry 2 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,679.077 F1 · balance_after: INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| September 04, 2024 Filed Sep 6, 2024 15:00 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 400 | $19.68 | $7,872.00 |
DisclosureSEC source: 0001566245-24-000012 · wk-form4_1725634838.xml · nonDerivative · entry 1 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,079.077 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 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| September 03, 2024 Filed Sep 4, 2024 14:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 800 | $0.00 Strike: $19.68 | $0.00 |
DisclosureSEC source: 0001566245-24-000010 · wk-form4_1725461693.xml · derivative · entry 7 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,935 Underlying: Common · 800 shares Expires 2026-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. Read SEC document |
| September 03, 2024 Filed Sep 4, 2024 14:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 200 | $28.55 | $5,710.00 |
DisclosureSEC source: 0001566245-24-000010 · wk-form4_1725461693.xml · nonDerivative · entry 5 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,679.077 F1 · balance_after: INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| September 03, 2024 Filed Sep 4, 2024 14:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 600 | $28.50 | $17,100.00 |
DisclosureSEC source: 0001566245-24-000010 · wk-form4_1725461693.xml · nonDerivative · entry 4 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,879.077 F1 · balance_after: INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| September 03, 2024 Filed Sep 4, 2024 14:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 800 | $19.68 | $15,744.00 |
DisclosureSEC source: 0001566245-24-000010 · wk-form4_1725461693.xml · nonDerivative · entry 3 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,479.077 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 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| August 30, 2024 Filed Sep 4, 2024 14:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 400 | $0.00 Strike: $19.68 | $0.00 |
DisclosureSEC source: 0001566245-24-000010 · wk-form4_1725461693.xml · derivative · entry 6 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,735 Underlying: Common · 400 shares Expires 2026-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. Read SEC document |
| August 30, 2024 Filed Sep 4, 2024 14:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 400 | $28.54 | $11,417.52 |
DisclosureSEC source: 0001566245-24-000010 · wk-form4_1725461693.xml · nonDerivative · entry 2 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,679.077 F1 · balance_after: INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT 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 $28.505 TO $28.57, 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 |
| August 30, 2024 Filed Sep 4, 2024 14:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 400 | $19.68 | $7,872.00 |
DisclosureSEC source: 0001566245-24-000010 · wk-form4_1725461693.xml · nonDerivative · entry 1 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,079.077 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 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 18:11 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 295 | $0.00 Strike: $19.68 | $0.00 |
DisclosureSEC source: 0001566245-24-000008 · wk-form4_1724868655.xml · derivative · entry 4 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,135 Underlying: Common · 295 shares Expires 2026-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 18:11 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 280 | $28.59 | $8,006.54 |
DisclosureSEC source: 0001566245-24-000008 · wk-form4_1724868655.xml · nonDerivative · entry 3 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,679.077 F1 · balance_after: INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT 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 $28.515 TO $28.61, 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 |
| August 26, 2024 Filed Aug 28, 2024 18:11 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 15 | $28.50 | $427.50 |
DisclosureSEC source: 0001566245-24-000008 · wk-form4_1724868655.xml · nonDerivative · entry 2 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,959.077 F1 · balance_after: INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 18:11 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 295 | $19.68 | $5,805.60 |
DisclosureSEC source: 0001566245-24-000008 · wk-form4_1724868655.xml · nonDerivative · entry 1 Keim Michael S · CIK 0001566245 · Senior EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,974.077 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 7,154.509 SHARES ACQUIRED 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.