Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVEST FINANCIAL CorpUVSP · Entity 4881 | Director | April 27, 2026 | April 27, 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 April 27, 2026 · Filed April 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 17,004.4283 |
Reported balance
After 2026-04-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-27 · Sale · Disposed 13,000 · Balance 17,004.4283 F1: THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $37.78 TO $37.885, 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. F2: INCLUDES 1,355.4283 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. |
Filing footnotes · ownership attribution and instrument terms
F1: THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $37.78 TO $37.885, 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.
F2: INCLUDES 1,355.4283 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.
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 |
|---|---|---|---|---|---|---|
| April 27, 2026 Filed Apr 27, 2026 18:14 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 13,000 | $37.80 | $491,400.00 |
DisclosureSEC source: 0001377274-26-000008 · wk-form4_1777313684.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,004.4283 F1 · price: THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $37.78 TO $37.885, 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. F2 · balance_after: INCLUDES 1,355.4283 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| February 02, 2026 Filed Feb 3, 2026 15:18 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 580 | $34.58 | $20,055.82 |
DisclosureSEC source: 0001377274-26-000004 · wk-form4_1770131924.xml · nonDerivative · entry 2 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,931.6387 F2 · balance_after: INCLUDES 1,282.6387 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2026 Filed Feb 3, 2026 15:18 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,283 | $0.00 | $0.00 |
DisclosureSEC source: 0001377274-26-000004 · wk-form4_1770131924.xml · derivative · entry 4 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,283 Underlying: Common · 1,283 shares Expires 2028-01-31 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: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. Read SEC document |
| January 31, 2026 Filed Feb 3, 2026 15:18 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001377274-26-000004 · wk-form4_1770131924.xml · derivative · entry 3 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,766 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. 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: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. Read SEC document |
| January 31, 2026 Filed Feb 3, 2026 15:18 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001377274-26-000004 · wk-form4_1770131924.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,351.6387 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 1,282.6387 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| November 10, 2025 Filed Nov 10, 2025 18:45 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 455 | $29.80 | $13,558.68 |
DisclosureSEC source: 0001377274-25-000014 · wk-form4_1762800337.xml · nonDerivative · entry 2 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,515.054 F1 · balance_after: INCLUDES 1,212.054 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| November 10, 2025 Filed Nov 10, 2025 18:45 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 200 | $29.83 | $5,966.00 |
DisclosureSEC source: 0001377274-25-000014 · wk-form4_1762800337.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,060.054 F1 · balance_after: INCLUDES 1,212.054 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| August 04, 2025 Filed Aug 4, 2025 18:58 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 682 | $28.23 | $19,249.45 |
DisclosureSEC source: 0001377274-25-000011 · wk-form4_1754333928.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,788.4272 F1 · balance_after: INCLUDES 1,140.4272 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| April 25, 2025 Filed Apr 25, 2025 18:32 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 730 | $28.81 | $21,031.88 |
DisclosureSEC source: 0001377274-25-000007 · wk-form4_1745605971.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,029.3616 F1 · balance_after: INCLUDES 1,063.3616 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| February 03, 2025 Filed Feb 4, 2025 15:44 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 618 | $30.19 | $18,657.42 |
DisclosureSEC source: 0001377274-25-000004 · wk-form4_1738683837.xml · nonDerivative · entry 2 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,243.9831 F2 · balance_after: INCLUDES 1,007.9831 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 15:44 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,399 | $0.00 | $0.00 |
DisclosureSEC source: 0001377274-25-000004 · wk-form4_1738683837.xml · derivative · entry 4 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,399 Underlying: Common · 1,399 shares Expires 2027-01-31 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: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 15:44 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001377274-25-000004 · wk-form4_1738683837.xml · derivative · entry 3 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,290 shares Expires 2025-01-31 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. 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: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 15:44 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001377274-25-000004 · wk-form4_1738683837.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,625.9831 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 1,007.9831 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| November 01, 2024 Filed Nov 4, 2024 16:01 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 565 | $28.10 | $15,876.50 |
DisclosureSEC source: 0001377274-24-000010 · wk-form4_1730736070.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,281.2048 F1 · balance_after: INCLUDES 953.2048 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| July 26, 2024 Filed Jul 26, 2024 17:58 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 580 | $28.93 | $16,779.40 |
DisclosureSEC source: 0001377274-24-000008 · wk-form4_1722016730.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,650.8215 F1 · balance_after: INCLUDES 887.8215 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| May 07, 2024 Filed May 7, 2024 16:10 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 860 | $22.29 | $19,169.31 |
DisclosureSEC source: 0000102212-24-000040 · wk-form4_1715098208.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,996.684 F1 · balance_after: INCLUDES 813.6840 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| February 01, 2024 Filed Feb 1, 2024 18:55 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 725 | $20.96 | $15,193.10 |
DisclosureSEC source: 0001377274-24-000004 · wk-form4_1706813738.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,891.5526 F1 · balance_after: INCLUDES 730.5526 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 21:49 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001377274-24-000006 · wk-form4_1706910562.xml · derivative · entry 3 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,766 Underlying: Common · 1,766 shares Expires 2026-01-31 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: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 21:49 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001377274-24-000006 · wk-form4_1706910562.xml · derivative · entry 2 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,162 shares Expires 2024-01-31 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. 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: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 21:49 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001377274-24-000006 · wk-form4_1706910562.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,053.5526 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 730.5526 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| November 01, 2023 Filed Nov 1, 2023 15:39 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 181 | $16.52 | $2,990.12 |
DisclosureSEC source: 0001377274-23-000012 · wk-form4_1698853157.xml · nonDerivative · entry 4 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,090.0362 F1 · balance_after: INCLUDES 654.0362 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| November 01, 2023 Filed Nov 1, 2023 15:39 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 9 | $16.48 | $148.32 |
DisclosureSEC source: 0001377274-23-000012 · wk-form4_1698853157.xml · nonDerivative · entry 3 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,909.0362 F1 · balance_after: INCLUDES 654.0362 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| November 01, 2023 Filed Nov 1, 2023 15:39 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 400 | $16.47 | $6,588.00 |
DisclosureSEC source: 0001377274-23-000012 · wk-form4_1698853157.xml · nonDerivative · entry 2 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,900.0362 F1 · balance_after: INCLUDES 654.0362 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| November 01, 2023 Filed Nov 1, 2023 15:39 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 300 | $16.47 | $4,940.70 |
DisclosureSEC source: 0001377274-23-000012 · wk-form4_1698853157.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,500.0362 F1 · balance_after: INCLUDES 654.0362 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| July 31, 2023 Filed Jul 31, 2023 18:44 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 760 | $19.45 | $14,782.00 |
DisclosureSEC source: 0001377274-23-000010 · wk-form4_1690829068.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,126.766 F1 · balance_after: INCLUDES 580.7660 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| April 28, 2023 Filed Apr 28, 2023 19:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 837 | $20.26 | $16,957.62 |
DisclosureSEC source: 0001377274-23-000008 · wf-form4_168271164948610.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,289.2785 F1 · balance_after: INCLUDES 503.2785 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 20:27 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001377274-23-000006 · wf-form4_167536962041287.xml · derivative · entry 3 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,290 Underlying: Common · 1,290 shares Expires 2025-01-31 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: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 20:27 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001377274-23-000006 · wf-form4_167536962041287.xml · derivative · entry 2 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,448 shares Expires 2023-01-31 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. 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: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 20:27 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001377274-23-000006 · wf-form4_167536962041287.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,404.1758 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 455.1758 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 27, 2023 Filed Jan 27, 2023 20:14 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 535 | $26.65 | $14,258.12 |
DisclosureSEC source: 0001377274-23-000004 · wf-form4_167485042668101.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,956.1758 F1 · balance_after: INCLUDES 455.1758 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| November 09, 2022 Filed Nov 11, 2022 02:30 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 518 | $27.79 | $14,392.79 |
DisclosureSEC source: 0001377274-22-000010 · wf-form4_166813378515048.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,383.6065 F1 · balance_after: INCLUDES 417.6065 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| August 02, 2022 Filed Aug 2, 2022 17:08 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 575 | $24.65 | $14,175.59 |
DisclosureSEC source: 0001377274-22-000008 · wf-form4_165946010623939.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,825.6592 F1 · balance_after: INCLUDES 377.6592 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| April 29, 2022 Filed May 2, 2022 12:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 620 | $25.39 | $15,740.00 |
DisclosureSEC source: 0001377274-22-000006 · wf-form4_165149606157603.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,209.7472 F1 · balance_after: INCLUDES 336.7472 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 16:18 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001377274-22-000004 · wf-form4_164381870559390.xml · derivative · entry 5 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,162 Underlying: Common · 1,162 shares Expires 2024-01-31 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: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 16:18 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001377274-22-000004 · wf-form4_164381870559390.xml · derivative · entry 4 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,309 shares Expires 2022-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 16:18 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 375 | $29.68 | $11,129.96 |
DisclosureSEC source: 0001377274-22-000004 · wf-form4_164381870559390.xml · nonDerivative · entry 3 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,557.1543 F2 · balance_after: INCLUDES 304.1543 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 16:18 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 100 | $29.58 | $2,958.00 |
DisclosureSEC source: 0001377274-22-000004 · wf-form4_164381870559390.xml · nonDerivative · entry 2 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,182.1543 F2 · balance_after: INCLUDES 304.1543 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 16:18 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001377274-22-000004 · wf-form4_164381870559390.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,082.1543 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 304.1543 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| November 01, 2021 Filed Nov 1, 2021 18:03 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 445 | $29.12 | $12,958.36 |
DisclosureSEC source: 0001377274-21-000010 · wf-form4_163578979641726.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,749.5581 F1 · balance_after: INCLUDES 280.5581 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| August 05, 2021 Filed Aug 5, 2021 19:06 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 435 | $27.14 | $11,805.64 |
DisclosureSEC source: 0001377274-21-000008 · wf-form4_162819034122480.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,278.8047 F1 · balance_after: INCLUDES 254.8047 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| May 03, 2021 Filed May 3, 2021 17:05 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 515 | $28.36 | $14,605.40 |
DisclosureSEC source: 0001377274-21-000006 · wf-form4_162006152505175.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,819.3751 F1 · balance_after: INCLUDES 230.3751 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| February 01, 2021 Filed Feb 2, 2021 20:17 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 510 | $22.79 | $11,620.86 |
DisclosureSEC source: 0001377274-21-000004 · wf-form4_161229705804387.xml · nonDerivative · entry 2 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,276.5834 F2 · balance_after: INCLUDES 202.5834 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2021 Filed Feb 2, 2021 20:17 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001377274-21-000004 · wf-form4_161229705804387.xml · derivative · entry 4 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,448 Underlying: Common · 1,448 shares Expires 2023-01-31 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: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. Read SEC document |
| January 31, 2021 Filed Feb 2, 2021 20:17 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001377274-21-000004 · wf-form4_161229705804387.xml · derivative · entry 3 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,384 shares Expires 2021-01-31 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_price: INCLUDES 202.5834 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. F3 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F3 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. Read SEC document |
| January 31, 2021 Filed Feb 2, 2021 20:17 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001377274-21-000004 · wf-form4_161229705804387.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,766.5834 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 202.5834 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| November 02, 2020 Filed Nov 2, 2020 20:09 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 285 | $16.02 | $4,565.70 |
DisclosureSEC source: 0001377274-20-000011 · wf-form4_160434773176435.xml · nonDerivative · entry 2 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,382.5834 F1 · balance_after: INCLUDES 202.5834 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| November 02, 2020 Filed Nov 2, 2020 20:09 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 500 | $16.00 | $8,000.00 |
DisclosureSEC source: 0001377274-20-000011 · wf-form4_160434773176435.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,097.5834 F1 · balance_after: INCLUDES 202.5834 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| August 03, 2020 Filed Aug 3, 2020 20:39 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 900 | $15.24 | $13,711.50 |
DisclosureSEC source: 0001377274-20-000009 · wf-form4_159648717073844.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,569.5496 F1 · balance_after: INCLUDES 174.5496 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| April 27, 2020 Filed Apr 27, 2020 18:24 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 2,845 | $15.44 | $43,926.80 |
DisclosureSEC source: 0001377274-20-000006 · wf-form4_158801186079214.xml · nonDerivative · entry 4 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,643.4244 F1 · balance_after: INCLUDES 148.4244 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| April 27, 2020 Filed Apr 27, 2020 18:24 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 92 | $15.58 | $1,433.35 |
DisclosureSEC source: 0001377274-20-000006 · wf-form4_158801186079214.xml · nonDerivative · entry 3 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,798.4244 F1 · balance_after: INCLUDES 148.4244 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.