Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVEST FINANCIAL CorpUVSP · Entity 4881 | Director | January 31, 2026 | February 03, 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 January 31, 2026 · Filed February 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 8,016 |
Reported balance
After 2026-01-31 transaction · row 1
1 source rowRow 1 · 2026-01-31 · Exercise / conversion · Acquired 1,766 · Balance 8,016 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 2026-01-31 | Direct | 0 |
Reported balance
After 2026-01-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-31 · Exercise / conversion · Disposed 1,766 · Balance 0 F1: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-01-31 | Direct | 1,283 |
Reported balance
After 2026-01-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-01-31 · Grant · Acquired 1,283 · Balance 1,283 F3: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F2: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. |
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: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE 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.
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 |
|---|---|---|---|---|---|---|
| January 31, 2026 Filed Feb 3, 2026 15:13 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,283 | $0.00 | $0.00 |
DisclosureSEC source: 0002002240-26-000004 · wk-form4_1770131621.xml · derivative · entry 3 Vazquez Anne · CIK 0002002240 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,283 Underlying: Common · 1,283 shares Expires 2028-01-31 F3 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F2 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F2 · 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 15:13 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,766 | $0.00 | $0.00 |
DisclosureSEC source: 0002002240-26-000004 · wk-form4_1770131621.xml · derivative · entry 2 Vazquez Anne · CIK 0002002240 · 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. F2 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F2 · 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 15:13 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,766 | $0.00 | $0.00 |
DisclosureSEC source: 0002002240-26-000004 · wk-form4_1770131621.xml · nonDerivative · entry 1 Vazquez Anne · CIK 0002002240 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,016 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. Read SEC document |
| March 19, 2025 Filed Mar 19, 2025 19:39 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 1,250 | $28.63 | $35,787.50 |
DisclosureSEC source: 0002002240-25-000006 · wk-form4_1742413187.xml · nonDerivative · entry 1 Vazquez Anne · CIK 0002002240 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,250 F1 · price: THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $28.71 TO $28.77, 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. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 15:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,399 | $0.00 | $0.00 |
DisclosureSEC source: 0002002240-25-000004 · wk-form4_1738684345.xml · derivative · entry 2 Vazquez Anne · CIK 0002002240 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,399 Underlying: Common · 1,399 shares Expires 2027-01-31 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: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F2 · 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 21:37 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,766 | $0.00 | $0.00 |
DisclosureSEC source: 0002002240-24-000004 · wk-form4_1706909848.xml · derivative · entry 2 Vazquez Anne · CIK 0002002240 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,766 Underlying: Common · 1,766 shares Expires 2026-01-31 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: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F2 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE 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.