Filing Details
- Accession Number:
- 0001415199-24-000016
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2024-09-19 11:18:57
- Reporting Period:
- 2024-09-17
- Accepted Time:
- 2024-09-19 11:18:57
- SEC Url:
- Form 4 Filing
Issuer
| Cik | Name | Symbol | Sector (SIC) | IRS No |
|---|---|---|---|---|
| 102212 | Univest Financial Corp | UVSP | State Commercial Banks (6022) | 231886144 |
Insiders
| Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
|---|---|---|---|---|---|---|---|
| 1415199 | M Jeffrey Schweitzer | 14 North Main Street Po Box 197 Souderton PA 18964 | Chairman, President & Ceo | Yes | Yes | No | No |
Reported Non-Derivative Transactions
| Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|---|---|---|---|---|---|
| Common | Acquisiton | 2024-09-17 | 3,961 | $19.68 | 94,148 | No | 4 | M | Direct | |
| Common | Disposition | 2024-09-17 | 3,961 | $28.42 | 90,187 | No | 4 | S | Direct | |
| Common | Acquisiton | 2024-09-18 | 4,541 | $19.68 | 94,728 | No | 4 | M | Direct | |
| Common | Disposition | 2024-09-18 | 4,541 | $28.75 | 90,187 | No | 4 | S | Direct |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 4 | M | Direct | |
| No | 4 | S | Direct | |
| No | 4 | M | Direct | |
| No | 4 | S | Direct |
Reported Derivative Transactions
| Sec. Name | Sec. Type | Acquisiton - Disposition | Date | Amount | Price | Amount - 2 | Price - 2 |
|---|---|---|---|---|---|---|---|
| Common | Stock Options (Right to Buy) | Disposition | 2024-09-17 | 3,961 | $0.00 | 3,961 | $19.68 |
| Common | Stock Options (Right to Buy) | Disposition | 2024-09-18 | 4,541 | $0.00 | 4,541 | $19.68 |
| Remaning Holdings | Exercise Date | Expiration Date | Equity Swap Involved | Transaction Form Type | Transaction Code | Nature of Ownership |
|---|---|---|---|---|---|---|
| 4,541 | 2017-01-31 | 2026-01-31 | No | 4 | M | Direct |
| 0 | 2017-01-31 | 2026-01-31 | No | 4 | M | Direct |
Footnotes
- INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.
- THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $28.25 TO $28.62,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.
- THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $28.28 TO $29.35, INCLUSIVE.THE REPORTING PERSON UNDERTAKES TO PROVIDE TO UNIVEST FINANCIAL CORPORATION, ANY SECURITY HOLDER OF UNIVEST FINANCIAL CORPORATION, OR THE STAFF OF THESECURITIES AND EXCHANGE COMMISSION, UPON REQUEST, FULL INFORMATION REGARDING THE NUMBER OF SHARES SOLD AT EACH SEPARATE PRICE WITHIN THE RANGES SET FORTHIN THIS FOOTNOTE.
- AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED.
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