Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| UNIVEST FINANCIAL Corp | 143,949.28 | reported | 31 Jan 2024 | tx 137+265,350−254,396 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Jan 2024 | EXERCISE | UNIVEST FINANCIAL Corp | 1,162 | 0.00 USD | |
| 31 Jan 2024 | GRANT_AWARD | UNIVEST FINANCIAL Corp | 1,766 | 0.00 USD | deriv |
| 31 Jan 2024 | EXERCISE | UNIVEST FINANCIAL Corp | 1,162 | 0.00 USD | deriv |
| 06 Nov 2023 | GIFT | UNIVEST FINANCIAL Corp | 2,000 | 17.64 USD | |
| 31 Jan 2023 | EXERCISE | UNIVEST FINANCIAL Corp | 1,448 | 0.00 USD | |
| 31 Jan 2023 | GRANT_AWARD | UNIVEST FINANCIAL Corp | 1,290 | 0.00 USD | deriv |
| 31 Jan 2023 | EXERCISE | UNIVEST FINANCIAL Corp | 1,448 | 0.00 USD | deriv |
| 02 Dec 2022 | GIFT | UNIVEST FINANCIAL Corp | 1,000 | 27.41 USD | |
| 21 Nov 2022 | EXERCISE | UNIVEST FINANCIAL Corp | 3,453 | 16.88 USD | |
| 21 Nov 2022 | SALE | UNIVEST FINANCIAL Corp | 3,453 | 28.00 USD | |
| 21 Nov 2022 | EXERCISE | UNIVEST FINANCIAL Corp | 3,453 | 0.00 USD | deriv |
| 31 Jan 2022 | EXERCISE | UNIVEST FINANCIAL Corp | 1,309 | 0.00 USD | |
| 31 Jan 2022 | EXERCISE | UNIVEST FINANCIAL Corp | 1,309 | 0.00 USD | deriv |
| 31 Jan 2022 | GRANT_AWARD | UNIVEST FINANCIAL Corp | 1,162 | 0.00 USD | deriv |
| 02 Nov 2021 | EXERCISE | UNIVEST FINANCIAL Corp | 4,306 | 16.88 USD | |
| 02 Nov 2021 | SALE | UNIVEST FINANCIAL Corp | 4,306 | 30.14 USD | |
| 02 Nov 2021 | EXERCISE | UNIVEST FINANCIAL Corp | 4,306 | 0.00 USD | deriv |
| 08 Jun 2021 | EXERCISE | UNIVEST FINANCIAL Corp | 1,241 | 16.88 USD | |
| 08 Jun 2021 | SALE | UNIVEST FINANCIAL Corp | 1,241 | 29.50 USD | |
| 08 Jun 2021 | EXERCISE | UNIVEST FINANCIAL Corp | 1,241 | 0.00 USD | deriv |
| 31 Jan 2021 | EXERCISE | UNIVEST FINANCIAL Corp | 1,384 | 0.00 USD | |
| 31 Jan 2021 | GRANT_AWARD | UNIVEST FINANCIAL Corp | 1,448 | 0.00 USD | deriv |
| 31 Jan 2021 | EXERCISE | UNIVEST FINANCIAL Corp | 1,384 | 0.00 USD | deriv |
| 18 Nov 2020 | GIFT | UNIVEST FINANCIAL Corp | 3,000 | 19.40 USD | |
| 09 Nov 2020 | EXERCISE | UNIVEST FINANCIAL Corp | 9,000 | 17.24 USD |
2 purchases reported after at least 12 months of silence — most recent on 10 Feb 2011.