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 |
|---|---|---|---|---|---|---|
| November 16, 2016 Filed Nov 17, 2016 18:28 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,500 | $17.24 | $25,852.50 |
DisclosureSEC source: 0001566245-16-000011 · wf-form4_147940731455401.xml · nonDerivative · entry 7 Keim Michael S · CIK 0001566245 · Senior EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,759.0794 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: DOES INCLUDE 13,090 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 11,542.0794 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| November 16, 2016 Filed Nov 17, 2016 18:28 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 161 | $27.40 | $4,411.40 |
DisclosureSEC source: 0001566245-16-000011 · wf-form4_147940731455401.xml · nonDerivative · entry 6 Keim Michael S · CIK 0001566245 · Senior EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,259.0794 F3 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 13,090 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 11,542.0794 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| November 16, 2016 Filed Nov 17, 2016 18:28 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 1,172 | $27.40 | $32,112.80 |
DisclosureSEC source: 0001566245-16-000011 · wf-form4_147940731455401.xml · nonDerivative · entry 5 Keim Michael S · CIK 0001566245 · Senior EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,420.0794 F1 · balance_after: DOES INCLUDE 13,090 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 11,542.0794 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| November 16, 2016 Filed Nov 17, 2016 18:28 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,333 | $16.88 | $22,501.04 |
DisclosureSEC source: 0001566245-16-000011 · wf-form4_147940731455401.xml · nonDerivative · entry 4 Keim Michael S · CIK 0001566245 · Senior EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,592.0794 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: DOES INCLUDE 13,090 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 11,542.0794 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| November 16, 2016 Filed Nov 17, 2016 18:28 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 66 | $27.40 | $1,808.40 |
DisclosureSEC source: 0001566245-16-000011 · wf-form4_147940731455401.xml · nonDerivative · entry 3 Keim Michael S · CIK 0001566245 · Senior EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,259.0794 F3 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 13,090 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 11,542.0794 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| November 16, 2016 Filed Nov 17, 2016 18:28 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 601 | $27.40 | $16,467.40 |
DisclosureSEC source: 0001566245-16-000011 · wf-form4_147940731455401.xml · nonDerivative · entry 2 Keim Michael S · CIK 0001566245 · Senior EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,325.0794 F1 · balance_after: DOES INCLUDE 13,090 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 11,542.0794 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| November 16, 2016 Filed Nov 17, 2016 18:28 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 667 | $18.78 | $12,526.26 |
DisclosureSEC source: 0001566245-16-000011 · wf-form4_147940731455401.xml · nonDerivative · entry 1 Keim Michael S · CIK 0001566245 · Senior EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,926.0794 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: DOES INCLUDE 13,090 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 11,542.0794 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.