Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVEST FINANCIAL CorpUVSP · Entity 4881 | EVP & Chief Credit 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 | 2,483 |
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 442 · Balance 2,483 F1: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. |
| CommonSEC Table I · non-derivative | Direct | 2,976 |
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 493 · Balance 2,976 F1: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. |
| CommonSEC Table I · non-derivative | Direct | 3,348 |
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 372 · Balance 3,348 F1: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. |
| CommonSEC Table I · non-derivative | Direct | 2,904 |
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 · Tax withholding · Disposed 444 · Balance 2,904 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-03-15 | Direct | 0 |
Reported balance
After 2026-03-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-15 · Exercise / conversion · Disposed 442 · 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 | 493 |
Reported balance
After 2026-03-15 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-03-15 · Exercise / conversion · Disposed 493 · Balance 493 F1: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2: 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 | 744 |
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 372 · Balance 744 F1: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2: 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 | 1,011 |
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 · Grant · Acquired 1,011 · Balance 1,011 F3: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F2: 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 2029-03-15 | Direct | 2,358 |
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 · Grant · Acquired 2,358 · Balance 2,358 F3: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F4: 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: 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: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.
F4: 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 20:26 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantPerformance Restricted Stock Units · Derivative | 2,358 | $0.00 | $0.00 |
DisclosureSEC source: 0002003176-26-000004 · wk-form4_1773779167.xml · derivative · entry 9 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,358 Underlying: Common · 2,358 shares Expires 2029-03-15 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, 2026 Filed Mar 17, 2026 20:26 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,011 | $0.00 | $0.00 |
DisclosureSEC source: 0002003176-26-000004 · wk-form4_1773779167.xml · derivative · entry 8 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,011 Underlying: Common · 1,011 shares Expires 2029-03-15 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, 2026 Filed Mar 17, 2026 20:26 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 372 | $0.00 | $0.00 |
DisclosureSEC source: 0002003176-26-000004 · wk-form4_1773779167.xml · derivative · entry 7 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 744 Underlying: Common · 372 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. 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, 2026 Filed Mar 17, 2026 20:26 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 493 | $0.00 | $0.00 |
DisclosureSEC source: 0002003176-26-000004 · wk-form4_1773779167.xml · derivative · entry 6 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 493 Underlying: Common · 493 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. 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, 2026 Filed Mar 17, 2026 20:26 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 442 | $0.00 | $0.00 |
DisclosureSEC source: 0002003176-26-000004 · wk-form4_1773779167.xml · derivative · entry 5 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 442 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 20:26 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 444 | $32.72 | $14,527.68 |
DisclosureSEC source: 0002003176-26-000004 · wk-form4_1773779167.xml · nonDerivative · entry 4 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,904 Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:26 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 372 | $0.00 | $0.00 |
DisclosureSEC source: 0002003176-26-000004 · wk-form4_1773779167.xml · nonDerivative · entry 3 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,348 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. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:26 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 493 | $0.00 | $0.00 |
DisclosureSEC source: 0002003176-26-000004 · wk-form4_1773779167.xml · nonDerivative · entry 2 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,976 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. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:26 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 442 | $0.00 | $0.00 |
DisclosureSEC source: 0002003176-26-000004 · wk-form4_1773779167.xml · nonDerivative · entry 1 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,483 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. Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 19:38 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantPerformance Restricted Stock Units · Derivative | 2,598 | $0.00 | $0.00 |
DisclosureSEC source: 0002003176-25-000004 · wk-form4_1742413112.xml · derivative · entry 9 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,598 Underlying: Common · 2,598 shares Expires 2028-03-15 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, 2025 Filed Mar 19, 2025 19:38 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,116 | $0.00 | $0.00 |
DisclosureSEC source: 0002003176-25-000004 · wk-form4_1742413112.xml · derivative · entry 8 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,116 Underlying: Common · 1,116 shares Expires 2028-03-15 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, 2025 Filed Mar 19, 2025 19:38 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 493 | $0.00 | $0.00 |
DisclosureSEC source: 0002003176-25-000004 · wk-form4_1742413112.xml · derivative · entry 7 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 986 Underlying: Common · 493 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. 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, 2025 Filed Mar 19, 2025 19:38 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 442 | $0.00 | $0.00 |
DisclosureSEC source: 0002003176-25-000004 · wk-form4_1742413112.xml · derivative · entry 6 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 442 Underlying: Common · 442 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. 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, 2025 Filed Mar 19, 2025 19:38 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 577 | $0.00 | $0.00 |
DisclosureSEC source: 0002003176-25-000004 · wk-form4_1742413112.xml · derivative · entry 5 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 577 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 19:38 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 500 | $28.27 | $14,135.00 |
DisclosureSEC source: 0002003176-25-000004 · wk-form4_1742413112.xml · nonDerivative · entry 4 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,041 Read SEC document |
| March 15, 2025 Filed Mar 19, 2025 19:38 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 493 | $0.00 | $0.00 |
DisclosureSEC source: 0002003176-25-000004 · wk-form4_1742413112.xml · nonDerivative · entry 3 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,541 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 |
| March 15, 2025 Filed Mar 19, 2025 19:38 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 442 | $0.00 | $0.00 |
DisclosureSEC source: 0002003176-25-000004 · wk-form4_1742413112.xml · nonDerivative · entry 2 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,048 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 |
| March 15, 2025 Filed Mar 19, 2025 19:38 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 577 | $0.00 | $0.00 |
DisclosureSEC source: 0002003176-25-000004 · wk-form4_1742413112.xml · nonDerivative · entry 1 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,606 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 |
| March 15, 2024 Filed Mar 19, 2024 19:06 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantPerformance Restricted Stock Units · Derivative | 3,444 | $0.00 | $0.00 |
DisclosureSEC source: 0002003176-24-000004 · wk-form4_1710875201.xml · derivative · entry 7 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,444 Underlying: Common · 3,444 shares Expires 2027-03-15 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, 2024 Filed Mar 19, 2024 19:06 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,479 | $0.00 | $0.00 |
DisclosureSEC source: 0002003176-24-000004 · wk-form4_1710875201.xml · derivative · entry 6 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,479 Underlying: Common · 1,479 shares Expires 2027-03-15 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, 2024 Filed Mar 19, 2024 19:06 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 442 | $0.00 | $0.00 |
DisclosureSEC source: 0002003176-24-000004 · wk-form4_1710875201.xml · derivative · entry 5 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 884 Underlying: Common · 442 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. 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, 2024 Filed Mar 19, 2024 19:06 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 577 | $0.00 | $0.00 |
DisclosureSEC source: 0002003176-24-000004 · wk-form4_1710875201.xml · derivative · entry 4 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 577 Underlying: Common · 577 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, 2024 Filed Mar 19, 2024 19:06 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 362 | $19.56 | $7,080.72 |
DisclosureSEC source: 0002003176-24-000004 · wk-form4_1710875201.xml · nonDerivative · entry 3 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,029 Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:06 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 442 | $0.00 | $0.00 |
DisclosureSEC source: 0002003176-24-000004 · wk-form4_1710875201.xml · nonDerivative · entry 2 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,391 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 |
| March 15, 2024 Filed Mar 19, 2024 19:06 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 577 | $0.00 | $0.00 |
DisclosureSEC source: 0002003176-24-000004 · wk-form4_1710875201.xml · nonDerivative · entry 1 Monios Eleni S · CIK 0002003176 · EVP & Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 949 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.