Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVEST FINANCIAL CorpUVSP · Entity 4881 | Director | January 31, 2024 | February 02, 2024 |
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, 2024 · Filed February 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 143,949.2776 |
Reported balance
After 2024-01-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-01-31 · Exercise / conversion · Acquired 1,162 · Balance 143,949.2776 F1: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2: INCLUDES 38.2776 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2024-01-31 | Direct | 0 |
Reported balance
After 2024-01-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-01-31 · Exercise / conversion · Disposed 1,162 · Balance 0 F1: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F3: 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 2026-01-31 | Direct | 1,766 |
Reported balance
After 2024-01-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-01-31 · Grant · Acquired 1,766 · Balance 1,766 F4: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F3: 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: INCLUDES 38.2776 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.
F3: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.
F4: 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, 2024 Filed Feb 2, 2024 21:43 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001199487-24-000004 · wk-form4_1706910191.xml · derivative · entry 3 AICHELE WILLIAM S · CIK 0001199487 · 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 21:43 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001199487-24-000004 · wk-form4_1706910191.xml · derivative · entry 2 AICHELE WILLIAM S · CIK 0001199487 · 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 21:43 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001199487-24-000004 · wk-form4_1706910191.xml · nonDerivative · entry 1 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,949.2776 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 38.2776 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| November 06, 2023 Filed Nov 8, 2023 18:56 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GiftCommon | 2,000 | $17.64 | $35,280.00 |
DisclosureSEC source: 0001199487-23-000006 · wk-form4_1699469766.xml · nonDerivative · entry 1 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,786.8463 F1 · balance_after: INCLUDES 37.8493 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 20:06 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001199487-23-000004 · wf-form4_167536835427220.xml · derivative · entry 3 AICHELE WILLIAM S · CIK 0001199487 · 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 20:06 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001199487-23-000004 · wf-form4_167536835427220.xml · derivative · entry 2 AICHELE WILLIAM S · CIK 0001199487 · 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 20:06 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001199487-23-000004 · wf-form4_167536835427220.xml · nonDerivative · entry 1 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,785.7368 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 36.7368 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| December 02, 2022 Filed Jan 26, 2023 14:27 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GiftCommon | 1,000 | $27.41 | $27,410.00 |
DisclosureSEC source: 0001199487-23-000002 · wf-form5_167474320581661.xml · nonDerivative · entry 1 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,337.7368 F1 · balance_after: INCLUDES 36.7368 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| November 21, 2022 Filed Nov 22, 2022 15:20 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 3,453 | $0.00 Strike: $16.88 | $0.00 |
DisclosureSEC source: 0001199487-22-000006 · wf-form4_166913042892538.xml · derivative · entry 3 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 3,453 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. F2 · derivative.exercise_date: AT THE GRANT DATE, STOCK OPTIONS WERE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. Read SEC document |
| November 21, 2022 Filed Nov 22, 2022 15:20 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 3,453 | $28.00 | $96,684.00 |
DisclosureSEC source: 0001199487-22-000006 · wf-form4_166913042892538.xml · nonDerivative · entry 2 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,337.4662 F1 · balance_after: INCLUDES 210.4662 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| November 21, 2022 Filed Nov 22, 2022 15:20 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 3,453 | $16.88 | $58,286.64 |
DisclosureSEC source: 0001199487-22-000006 · wf-form4_166913042892538.xml · nonDerivative · entry 1 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,790.4662 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: INCLUDES 210.4662 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 15:51 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001199487-22-000004 · wf-form4_164381710064295.xml · derivative · entry 3 AICHELE WILLIAM S · CIK 0001199487 · 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 15:51 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001199487-22-000004 · wf-form4_164381710064295.xml · derivative · entry 2 AICHELE WILLIAM S · CIK 0001199487 · 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 15:51 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001199487-22-000004 · wf-form4_164381710064295.xml · nonDerivative · entry 1 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,336.649 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 209.649 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 18:10 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 4,306 | $0.00 Strike: $16.88 | $0.00 |
DisclosureSEC source: 0001199487-21-000008 · wf-form4_163604938331402.xml · derivative · entry 3 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,453 Underlying: Common · 4,306 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. F2 · derivative.exercise_date: AT THE GRANT DATE, STOCK OPTIONS WERE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 18:10 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 4,306 | $30.14 | $129,763.89 |
DisclosureSEC source: 0001199487-21-000008 · wf-form4_163604938331402.xml · nonDerivative · entry 2 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,027.4163 F1 · balance_after: INCLUDES 209.4163 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 18:10 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 4,306 | $16.88 | $72,685.28 |
DisclosureSEC source: 0001199487-21-000008 · wf-form4_163604938331402.xml · nonDerivative · entry 1 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,333.4163 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: INCLUDES 209.4163 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 18:59 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 1,241 | $0.00 Strike: $16.88 | $0.00 |
DisclosureSEC source: 0001199487-21-000006 · wf-form4_162335155811363.xml · derivative · entry 3 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,759 Underlying: Common · 1,241 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. F2 · derivative.exercise_date: AT THE GRANT DATE, STOCK OPTIONS WERE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 18:59 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 1,241 | $29.50 | $36,609.50 |
DisclosureSEC source: 0001199487-21-000006 · wf-form4_162335155811363.xml · nonDerivative · entry 2 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,027.1627 F1 · balance_after: INCLUDES 208.6481 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 18:59 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,241 | $16.88 | $20,948.08 |
DisclosureSEC source: 0001199487-21-000006 · wf-form4_162335155811363.xml · nonDerivative · entry 1 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,268.1627 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: INCLUDES 208.6481 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2021 Filed Feb 2, 2021 19:42 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001199487-21-000004 · wf-form4_161229495970418.xml · derivative · entry 3 AICHELE WILLIAM S · CIK 0001199487 · 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 19:42 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionRestricted Stock Units · Derivative | 1,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001199487-21-000004 · wf-form4_161229495970418.xml · derivative · entry 2 AICHELE WILLIAM S · CIK 0001199487 · 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. 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, 2021 Filed Feb 2, 2021 19:42 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 1,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001199487-21-000004 · wf-form4_161229495970418.xml · nonDerivative · entry 1 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,026.6481 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 208.6481 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| November 18, 2020 Filed Jan 22, 2021 17:49 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GiftCommon | 3,000 | $19.40 | $58,200.00 |
DisclosureSEC source: 0001199487-21-000002 · wf-form5_161133773561882.xml · nonDerivative · entry 1 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,642.6481 F1 · balance_after: INCLUDES 208.6481 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 19:55 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 9,000 | $0.00 Strike: $17.24 | $0.00 |
DisclosureSEC source: 0001199487-20-000007 · wf-form4_160503810515891.xml · derivative · entry 3 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 9,000 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_date: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 19:55 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | SaleCommon | 9,000 | $18.36 | $165,195.00 |
DisclosureSEC source: 0001199487-20-000007 · wf-form4_160503810515891.xml · nonDerivative · entry 2 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,642.6481 F1 · balance_after: INCLUDES 208.6481 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 19:55 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 9,000 | $17.24 | $155,115.00 |
DisclosureSEC source: 0001199487-20-000007 · wf-form4_160503810515891.xml · nonDerivative · entry 1 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,642.6481 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: INCLUDES 208.6481 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 17:53 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001199487-20-000004 · wf-form4_158083879122941.xml · derivative · entry 2 AICHELE WILLIAM S · CIK 0001199487 · 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 |
| July 31, 2019 Filed Aug 2, 2019 18:55 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionStock Options (Right to Buy) · Derivative | 9,000 | $0.00 Strike: $14.80 | $0.00 |
DisclosureSEC source: 0001199487-19-000007 · wf-form4_156477210582046.xml · derivative · entry 4 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 9,000 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. F4 · derivative.exercise_date: AT THE GRANT DATE, STOCK OPTIONS WERE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. Read SEC document |
| July 31, 2019 Filed Aug 2, 2019 18:55 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 1,433 | $27.46 | $39,350.18 |
DisclosureSEC source: 0001199487-19-000007 · wf-form4_156477210582046.xml · nonDerivative · entry 3 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,625.6991 F3 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: INCLUDES 1,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: INCLUDES 191.6991 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| July 31, 2019 Filed Aug 2, 2019 18:55 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 7,567 | $27.46 | $207,789.82 |
DisclosureSEC source: 0001199487-19-000007 · wf-form4_156477210582046.xml · nonDerivative · entry 2 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,058.6991 F1 · balance_after: INCLUDES 1,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: INCLUDES 191.6991 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| July 31, 2019 Filed Aug 2, 2019 18:55 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 9,000 | $14.80 | $133,200.00 |
DisclosureSEC source: 0001199487-19-000007 · wf-form4_156477210582046.xml · nonDerivative · entry 1 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,625.6991 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: INCLUDES 1,000 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: INCLUDES 191.6991 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2019 Filed Feb 1, 2019 17:05 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001199487-19-000004 · wf-form4_154904071659733.xml · derivative · entry 2 AICHELE WILLIAM S · CIK 0001199487 · 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 |
| February 07, 2018 Filed Feb 8, 2018 19:20 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 405 | $27.20 | $11,016.00 |
DisclosureSEC source: 0001199487-18-000006 · wf-form4_151811763487458.xml · nonDerivative · entry 1 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,546.3556 F1 · shares: SHARES USED TO PAY TAXES. F2 · balance_after: DOES INCLUDE 2,000 RESTRICTED SHARES SUBJECT TO VESTING. F3 · balance_after: DOES INCLUDE 112.3556 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2018 Filed Feb 1, 2018 12:43 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantCommon Stock (Restricted Shares Subject to Vesting) | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001199487-18-000004 · wf-form4_151748899385401.xml · nonDerivative · entry 1 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,951.3556 F1 · balance_after: DOES INCLUDE 3,171 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 112.3556 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 18:24 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 745 | $27.60 | $20,562.00 |
DisclosureSEC source: 0001199487-17-000009 · wf-form4_148701023033348.xml · nonDerivative · entry 1 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,862.4299 F1 · shares: VESTED SHARES USED TO PAY TAXES. F2 · balance_after: DOES INCLUDE 3,171 RESTRICTED SHARES SUBJECT TO VESTING. F3 · balance_after: DOES INCLUDE 249.4299 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 16:04 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 440 | $27.35 | $12,034.00 |
DisclosureSEC source: 0001199487-17-000007 · wf-form4_148656982917610.xml · nonDerivative · entry 1 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,607.4299 F1 · shares: VESTED SHARES USED TO PAY TAXES. F2 · balance_after: DOES INCLUDE 5,154 RESTRICTED SHARES SUBJECT TO VESTING. F3 · balance_after: DOES INCLUDE 249.4299 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| January 31, 2017 Filed Feb 6, 2017 18:52 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantCommon Stock (Restricted Shares Subject to Vesting) | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001199487-17-000004 · wf-form4_148640711232347.xml · nonDerivative · entry 1 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,047.4299 F1 · balance_after: DOES INCLUDE 6,325 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 249.4299 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| December 02, 2016 Filed Jan 20, 2017 20:35 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GiftCommon | 2,000 | $28.80 | $57,600.00 |
DisclosureSEC source: 0001199487-17-000002 · wf-form5_148494451199098.xml · nonDerivative · entry 1 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,005.103 F1 · balance_after: DOES INCLUDE 6,325 RESTRICTED SHARES SUBJECT TO VESTING. F2 · balance_after: DOES INCLUDE 207.1030 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 18:05 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionNon Qualified Stock Options (Right to Buy) · Derivative | 6,789 | $0.00 Strike: $21.11 | $0.00 |
DisclosureSEC source: 0001199487-16-000018 · wf-form4_148052912936835.xml · derivative · entry 8 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 6,789 shares Expires 2017-12-31 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. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 18:05 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionIncentive Stock Options (Right to Buy) · Derivative | 20,211 | $0.00 Strike: $21.11 | $0.00 |
DisclosureSEC source: 0001199487-16-000018 · wf-form4_148052912936835.xml · derivative · entry 7 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 20,211 shares Expires 2017-12-31 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. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 18:05 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 528 | $27.95 | $14,757.60 |
DisclosureSEC source: 0001199487-16-000018 · wf-form4_148052912936835.xml · nonDerivative · entry 6 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,005.103 F3 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 207.1030 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. F2 · balance_after: DOES INCLUDE 6,325 RESTRICTED SHARES SUBJECT TO VESTING. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 18:05 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 6,261 | $27.95 | $174,994.95 |
DisclosureSEC source: 0001199487-16-000018 · wf-form4_148052912936835.xml · nonDerivative · entry 5 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,533.103 F1 · balance_after: DOES INCLUDE 207.1030 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. F2 · balance_after: DOES INCLUDE 6,325 RESTRICTED SHARES SUBJECT TO VESTING. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 18:05 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 6,789 | $21.11 | $143,315.79 |
DisclosureSEC source: 0001199487-16-000018 · wf-form4_148052912936835.xml · nonDerivative · entry 4 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,794.103 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: DOES INCLUDE 207.1030 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. F2 · balance_after: DOES INCLUDE 6,325 RESTRICTED SHARES SUBJECT TO VESTING. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 18:05 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Tax withholdingCommon | 1,588 | $27.95 | $44,384.60 |
DisclosureSEC source: 0001199487-16-000018 · wf-form4_148052912936835.xml · nonDerivative · entry 3 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,005.103 F3 · shares: SHARES USED TO PAY TAXES. F1 · balance_after: DOES INCLUDE 207.1030 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. F2 · balance_after: DOES INCLUDE 6,325 RESTRICTED SHARES SUBJECT TO VESTING. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 18:05 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Disposition to issuerCommon | 18,623 | $27.95 | $520,512.85 |
DisclosureSEC source: 0001199487-16-000018 · wf-form4_148052912936835.xml · nonDerivative · entry 2 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,593.103 F1 · balance_after: DOES INCLUDE 207.1030 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. F2 · balance_after: DOES INCLUDE 6,325 RESTRICTED SHARES SUBJECT TO VESTING. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 18:05 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | Exercise / conversionCommon | 20,211 | $21.11 | $426,654.21 |
DisclosureSEC source: 0001199487-16-000018 · wf-form4_148052912936835.xml · nonDerivative · entry 1 AICHELE WILLIAM S · CIK 0001199487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,216.103 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: DOES INCLUDE 207.1030 SHARES ACQUIRED ON OR AFTER AUGUST 15, 1996 THROUGH THE DIVIDEND REINVESTMENT PLAN. F2 · balance_after: DOES INCLUDE 6,325 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.