Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVEST FINANCIAL CorpUVSP · Entity 4881 | SEVP & Chief Comm Bank Officer | March 15, 2026 | March 17, 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 March 15, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 10,383.001 |
Reported balance
After 2026-03-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-15 · Exercise / conversion · Acquired 489 · Balance 10,383.001 F1: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2: INCLUDES 3,269.0010 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. |
| CommonSEC Table I · non-derivative | Direct | 11,099.001 |
Reported balance
After 2026-03-15 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-03-15 · Exercise / conversion · Acquired 716 · Balance 11,099.001 F1: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2: INCLUDES 3,269.0010 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. |
| CommonSEC Table I · non-derivative | Direct | 11,610.001 |
Reported balance
After 2026-03-15 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-03-15 · Exercise / conversion · Acquired 511 · Balance 11,610.001 F1: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2: INCLUDES 3,269.0010 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. |
| CommonSEC Table I · non-derivative | Direct | 15,032.001 |
Reported balance
After 2026-03-15 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2026-03-15 · Exercise / conversion · Acquired 3,422 · Balance 15,032.001 F2: INCLUDES 3,269.0010 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F3: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS. |
| CommonSEC Table I · non-derivative | Direct | 14,272.001 |
Reported balance
After 2026-03-15 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2026-03-15 · Other · Disposed 760 · Balance 14,272.001 F4: VESTED SHARES CANCELLED DUE TO EVALUATION OF PERFORMANCE FACTORS AFTER MEASUREMENT PERIOD. F2: INCLUDES 3,269.0010 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. |
| CommonSEC Table I · non-derivative | Direct | 13,023.001 |
Reported balance
After 2026-03-15 transaction · row 6
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 6 · 2026-03-15 · Tax withholding · Disposed 1,249 · Balance 13,023.001 F2: INCLUDES 3,269.0010 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-03-15 | Direct | 0 |
Reported balance
After 2026-03-15 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-03-15 · Exercise / conversion · Disposed 489 · Balance 0 F1: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2027-03-15 | Direct | 716 |
Reported balance
After 2026-03-15 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-03-15 · Exercise / conversion · Disposed 716 · Balance 716 F1: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F5: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-03-15 | Direct | 1,022 |
Reported balance
After 2026-03-15 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-03-15 · Exercise / conversion · Disposed 511 · Balance 1,022 F1: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F5: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2029-03-15 | Direct | 1,857 |
Reported balance
After 2026-03-15 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-03-15 · Grant · Acquired 1,857 · Balance 1,857 F6: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F5: 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. |
| Performance Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-03-15 | Direct | 0 |
Reported balance
After 2026-03-15 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-03-15 · Exercise / conversion · Disposed 3,422 · Balance 0 F3: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS. |
| Performance Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2029-03-15 | Direct | 4,332 |
Reported balance
After 2026-03-15 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-03-15 · Grant · Acquired 4,332 · Balance 4,332 F6: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F7: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.
F2: INCLUDES 3,269.0010 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN.
F3: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS.
F4: VESTED SHARES CANCELLED DUE TO EVALUATION OF PERFORMANCE FACTORS AFTER MEASUREMENT PERIOD.
F5: 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.
F6: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.
F7: 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.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 15, 2026 Filed Mar 17, 2026 20:21 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantPerformance Restricted Stock Units · Derivative | 4,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-26-000004 · wk-form4_1773778872.xml · derivative · entry 12 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,332 Underlying: Common · 4,332 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 20:21 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,857 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-26-000004 · wk-form4_1773778872.xml · derivative · entry 11 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,857 Underlying: Common · 1,857 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 20:21 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-26-000004 · wk-form4_1773778872.xml · derivative · entry 10 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 3,422 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 20:21 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 511 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-26-000004 · wk-form4_1773778872.xml · derivative · entry 9 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,022 Underlying: Common · 511 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 20:21 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 716 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-26-000004 · wk-form4_1773778872.xml · derivative · entry 8 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 716 Underlying: Common · 716 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 20:21 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 489 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-26-000004 · wk-form4_1773778872.xml · derivative · entry 7 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 489 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 20:21 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 1,249 | $32.72 | $40,867.28 |
DisclosureSEC source: 0001920918-26-000004 · wk-form4_1773778872.xml · nonDerivative · entry 6 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,023.001 F2 · balance_after: INCLUDES 3,269.0010 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:21 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | OtherCommon | 760 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-26-000004 · wk-form4_1773778872.xml · nonDerivative · entry 5 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,272.001 F4 · shares: VESTED SHARES CANCELLED DUE TO EVALUATION OF PERFORMANCE FACTORS AFTER MEASUREMENT PERIOD. F2 · balance_after: INCLUDES 3,269.0010 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:21 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 3,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-26-000004 · wk-form4_1773778872.xml · nonDerivative · entry 4 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,032.001 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 3,269.0010 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. F3 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:21 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 511 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-26-000004 · wk-form4_1773778872.xml · nonDerivative · entry 3 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,610.001 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 3,269.0010 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:21 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 716 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-26-000004 · wk-form4_1773778872.xml · nonDerivative · entry 2 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,099.001 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 3,269.0010 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:21 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 489 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-26-000004 · wk-form4_1773778872.xml · nonDerivative · entry 1 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,383.001 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 3,269.0010 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 19:37 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantPerformance Restricted Stock Units · Derivative | 3,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-25-000004 · wk-form4_1742413031.xml · derivative · entry 9 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,570 Underlying: Common · 3,570 shares Expires 2028-03-15 F4 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F5 · derivative.exercise_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. F5 · derivative.expiration_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 19:37 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,533 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-25-000004 · wk-form4_1742413031.xml · derivative · entry 8 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,533 Underlying: Common · 1,533 shares Expires 2028-03-15 F4 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F3 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F3 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 19:37 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 716 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-25-000004 · wk-form4_1742413031.xml · derivative · entry 7 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,432 Underlying: Common · 716 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. F3 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F3 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 19:37 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 489 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-25-000004 · wk-form4_1742413031.xml · derivative · entry 6 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 489 Underlying: Common · 489 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. F3 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F3 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 19:37 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-25-000004 · wk-form4_1742413031.xml · derivative · entry 5 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 3,000 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 19:37 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 1,978 | $28.27 | $55,918.06 |
DisclosureSEC source: 0001920918-25-000004 · wk-form4_1742413031.xml · nonDerivative · entry 4 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,844.4659 F2 · balance_after: INCLUDES 2,219.4659 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 19:37 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-25-000004 · wk-form4_1742413031.xml · nonDerivative · entry 3 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,822.4659 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 2,219.4659 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 19:37 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 716 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-25-000004 · wk-form4_1742413031.xml · nonDerivative · entry 2 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,822.4659 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 2,219.4659 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 19:37 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 489 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-25-000004 · wk-form4_1742413031.xml · nonDerivative · entry 1 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,106.4659 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 2,219.4659 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:09 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantPerformance Restricted Stock Units · Derivative | 5,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-24-000004 · wk-form4_1710875337.xml · derivative · entry 7 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,010 Underlying: Common · 5,010 shares Expires 2027-03-15 F4 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F5 · derivative.exercise_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. F5 · derivative.expiration_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:09 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 2,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-24-000004 · wk-form4_1710875337.xml · derivative · entry 6 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,148 Underlying: Common · 2,148 shares Expires 2027-03-15 F4 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F3 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F3 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:09 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 489 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-24-000004 · wk-form4_1710875337.xml · derivative · entry 5 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 978 Underlying: Common · 489 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. F3 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F3 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:09 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-24-000004 · wk-form4_1710875337.xml · derivative · entry 4 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000 Underlying: Common · 3,000 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. F3 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. F3 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:09 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 1,132 | $19.56 | $22,141.92 |
DisclosureSEC source: 0001920918-24-000004 · wk-form4_1710875337.xml · nonDerivative · entry 3 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,475.7608 F2 · balance_after: INCLUDES 1,077.7608 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:09 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 489 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-24-000004 · wk-form4_1710875337.xml · nonDerivative · entry 2 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,607.7608 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 1,077.7608 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:09 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-24-000004 · wk-form4_1710875337.xml · nonDerivative · entry 1 McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,118.7608 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 1,077.7608 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 13:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantPerformance Restricted Stock Units · Derivative | 3,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-23-000004 · wf-form4_167906127524705.xml · derivative · entry 5 McCormick Patrick C · CIK 0001920918 · EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,422 Underlying: Common · 3,422 shares Expires 2026-03-15 F3 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F4 · derivative.exercise_date: 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. F4 · 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, 2023 Filed Mar 17, 2023 13:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,467 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-23-000004 · wf-form4_167906127524705.xml · derivative · entry 4 McCormick Patrick C · CIK 0001920918 · EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,467 Underlying: Common · 1,467 shares Expires 2026-03-15 F3 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F2 · 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. F2 · 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, 2023 Filed Mar 17, 2023 13:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-23-000004 · wf-form4_167906127524705.xml · derivative · entry 3 McCormick Patrick C · CIK 0001920918 · EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common · 3,000 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. F2 · 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. F2 · 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, 2023 Filed Mar 17, 2023 13:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 959 | $24.88 | $23,859.92 |
DisclosureSEC source: 0001920918-23-000004 · wf-form4_167906127524705.xml · nonDerivative · entry 2 McCormick Patrick C · CIK 0001920918 · EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,041 Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 13:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-23-000004 · wf-form4_167906127524705.xml · nonDerivative · entry 1 McCormick Patrick C · CIK 0001920918 · EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 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. Read SEC document |
| April 04, 2022 Filed Apr 5, 2022 18:54 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 9,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001920918-22-000005 · wf-form4_164918483746957.xml · derivative · entry 1 McCormick Patrick C · CIK 0001920918 · EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 Underlying: Common · 9,000 shares Expires 2025-03-15 F1 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F2 · 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. F2 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.