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, 2020 Filed Apr 27, 2020 18:24 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 8 | $15.52 | $124.16 |
DisclosureSEC source: 0001377274-20-000006 · wf-form4_158801186079214.xml · nonDerivative · entry 2 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,706.4244 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 | 25 | $15.50 | $387.50 |
DisclosureSEC source: 0001377274-20-000006 · wf-form4_158801186079214.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,698.4244 F1 · balance_after: INCLUDES 148.4244 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 18:10 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001377274-20-000004 · wf-form4_158083984194061.xml · derivative · entry 2 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,309 Underlying: Common · 1,309 shares Expires 2022-01-31 F2 · 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 |
| December 13, 2019 Filed Dec 13, 2019 16:46 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 650 | $26.96 | $17,522.77 |
DisclosureSEC source: 0001377274-19-000007 · wf-form4_157625559346035.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,632.4002 F1 · balance_after: INCLUDES 1,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: INCLUDES 107.4002 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2019 Filed Feb 1, 2019 17:30 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001377274-19-000004 · wf-form4_154904219178788.xml · derivative · entry 2 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,384 Underlying: Common · 1,384 shares Expires 2021-01-31 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: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F4 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. Read SEC document |
| January 31, 2018 Filed Feb 1, 2018 12:51 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantCommon Stock (Restricted Shares Subject to Vesting) | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001377274-18-000004 · wf-form4_151748948722166.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,886.8433 F1 · balance_after: DOES INCLUDE 1,875 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 11.8433 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| June 15, 2017 Filed Jun 15, 2017 17:45 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantCommon Stock (Restricted Shares Subject to Vesting) | 875 | $0.00 | $0.00 |
DisclosureSEC source: 0001377274-17-000007 · wf-form4_149754869105230.xml · nonDerivative · entry 1 Paquin Natalye · CIK 0001377274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 875 F1 · balance_after: DOES INCLUDE 875 RESTRICTED SHARES SUBJECT TO VESTING. 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.