Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Fox Chase Bancorp Inc | 146,569 | reported | 18 May 2016 | tx 41+638,804−276,264 |
| Fox Chase Bancorp Inc | 45,291 | reported | 31 Aug 2009 | tx 15+242,512−3,009 |
| NORTHEAST PENNSYLVANIA FINANCIAL CORP | 2,000 | reported | 14 Jun 2004 | tx 7+80,000 |
| UNIVEST FINANCIAL Corp | 0 | reported | 31 Jan 2026 | tx 45+31,400−260,372 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Jan 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 1,766 | 0.00 USD | |
| 31 Jan 2026 | GRANT_AWARD | UNIVEST FINANCIAL Corp | 1,283 | 0.00 USD | deriv |
| 31 Jan 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 1,766 | 0.00 USD | deriv |
| 27 Aug 2025 | SALE | UNIVEST FINANCIAL Corp | 4,000 | 31.75 USD | |
| 27 Aug 2025 | SALE | UNIVEST FINANCIAL Corp | 5,000 | 31.75 USD | |
| 31 Jan 2025 | EXERCISE | UNIVEST FINANCIAL Corp | 1,290 | 0.00 USD | |
| 31 Jan 2025 | GRANT_AWARD | UNIVEST FINANCIAL Corp | 1,399 | 0.00 USD | deriv |
| 31 Jan 2025 | EXERCISE | UNIVEST FINANCIAL Corp | 1,290 | 0.00 USD | deriv |
| 31 Jan 2024 | EXERCISE | UNIVEST FINANCIAL Corp | 1,162 | 0.00 USD | |
| 31 Jan 2024 | EXERCISE | UNIVEST FINANCIAL Corp | 1,162 | 0.00 USD | deriv |
| 31 Jan 2024 | GRANT_AWARD | UNIVEST FINANCIAL Corp | 1,766 | 0.00 USD | deriv |
| 31 Jan 2023 | EXERCISE | UNIVEST FINANCIAL Corp | 1,448 | 0.00 USD | |
| 31 Jan 2023 | EXERCISE | UNIVEST FINANCIAL Corp | 1,448 | 0.00 USD | deriv |
| 31 Jan 2023 | GRANT_AWARD | UNIVEST FINANCIAL Corp | 1,290 | 0.00 USD | deriv |
| 12 Dec 2022 | SALE | UNIVEST FINANCIAL Corp | 10,000 | 26.74 USD | |
| 09 Dec 2022 | SALE | UNIVEST FINANCIAL Corp | 5,000 | 26.71 USD | |
| 14 Nov 2022 | GIFT | UNIVEST FINANCIAL Corp | 11,600 | 27.80 USD | |
| 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 |
| 08 Dec 2021 | GIFT | UNIVEST FINANCIAL Corp | 2,594 | 28.92 USD | |
| 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 |
| 12 Mar 2020 | PURCHASE | UNIVEST FINANCIAL Corp | 1,824 | 17.07 USD |
5 purchases reported after at least 12 months of silence — most recent on 12 Mar 2020.