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 | 66,979.077 | reported | 05 May 2026 | tx 173+232,766−152,823.51 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 May 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 7,245 | 28.50 USD | |
| 05 May 2026 | SALE | UNIVEST FINANCIAL Corp | 7,245 | 38.71 USD | |
| 05 May 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 7,245 | 0.00 USD | deriv |
| 15 Mar 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 1,499 | 0.00 USD | |
| 15 Mar 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 1,150 | 0.00 USD | |
| 15 Mar 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 1,061 | 0.00 USD | |
| 15 Mar 2026 | TAX_WITHHOLDING | UNIVEST FINANCIAL Corp | 4,348 | 32.72 USD | |
| 15 Mar 2026 | OTHER | UNIVEST FINANCIAL Corp | 1,786 | 0.00 USD | |
| 15 Mar 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 8,046 | 0.00 USD | |
| 15 Mar 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 1,150 | 0.00 USD | deriv |
| 15 Mar 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 1,499 | 0.00 USD | deriv |
| 15 Mar 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 1,061 | 0.00 USD | deriv |
| 15 Mar 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 8,046 | 0.00 USD | deriv |
| 15 Mar 2026 | GRANT_AWARD | UNIVEST FINANCIAL Corp | 2,826 | 0.00 USD | deriv |
| 15 Mar 2026 | GRANT_AWARD | UNIVEST FINANCIAL Corp | 6,588 | 0.00 USD | deriv |
| 12 Dec 2025 | SALE | UNIVEST FINANCIAL Corp | 6,696 | 34.07 USD | |
| 12 Dec 2025 | EXERCISE | UNIVEST FINANCIAL Corp | 6,696 | 28.15 USD | |
| 12 Dec 2025 | EXERCISE | UNIVEST FINANCIAL Corp | 6,696 | 0.00 USD | deriv |
| 15 Mar 2025 | EXERCISE | UNIVEST FINANCIAL Corp | 6,202 | 0.00 USD | |
| 15 Mar 2025 | TAX_WITHHOLDING | UNIVEST FINANCIAL Corp | 4,392 | 28.27 USD | |
| 15 Mar 2025 | OTHER | UNIVEST FINANCIAL Corp | 332 | 0.00 USD | |
| 15 Mar 2025 | EXERCISE | UNIVEST FINANCIAL Corp | 1,499 | 0.00 USD | |
| 15 Mar 2025 | EXERCISE | UNIVEST FINANCIAL Corp | 1,150 | 0.00 USD | |
| 15 Mar 2025 | EXERCISE | UNIVEST FINANCIAL Corp | 887 | 0.00 USD | |
| 15 Mar 2025 | GRANT_AWARD | UNIVEST FINANCIAL Corp | 3,183 | 0.00 USD | deriv |