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 | 32,874.76 | reported | 15 Mar 2026 | tx 83+84,641−41,829 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 Mar 2026 | OTHER | UNIVEST FINANCIAL Corp | 1,026 | 0.00 USD | |
| 15 Mar 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 4,620 | 0.00 USD | |
| 15 Mar 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 621 | 0.00 USD | |
| 15 Mar 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 863 | 0.00 USD | |
| 15 Mar 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 661 | 0.00 USD | |
| 15 Mar 2026 | TAX_WITHHOLDING | UNIVEST FINANCIAL Corp | 2,499 | 32.72 USD | |
| 15 Mar 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 621 | 0.00 USD | deriv |
| 15 Mar 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 661 | 0.00 USD | deriv |
| 15 Mar 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 863 | 0.00 USD | deriv |
| 15 Mar 2026 | GRANT_AWARD | UNIVEST FINANCIAL Corp | 3,946 | 0.00 USD | deriv |
| 15 Mar 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 4,620 | 0.00 USD | deriv |
| 15 Mar 2026 | GRANT_AWARD | UNIVEST FINANCIAL Corp | 1,692 | 0.00 USD | deriv |
| 12 Dec 2025 | SALE | UNIVEST FINANCIAL Corp | 2,522 | 35.45 USD | |
| 12 Dec 2025 | EXERCISE | UNIVEST FINANCIAL Corp | 2,522 | 28.15 USD | |
| 12 Dec 2025 | EXERCISE | UNIVEST FINANCIAL Corp | 2,522 | 0.00 USD | deriv |
| 15 Mar 2025 | EXERCISE | UNIVEST FINANCIAL Corp | 559 | 0.00 USD | |
| 15 Mar 2025 | EXERCISE | UNIVEST FINANCIAL Corp | 661 | 0.00 USD | |
| 15 Mar 2025 | EXERCISE | UNIVEST FINANCIAL Corp | 863 | 0.00 USD | |
| 15 Mar 2025 | EXERCISE | UNIVEST FINANCIAL Corp | 3,908 | 0.00 USD | |
| 15 Mar 2025 | TAX_WITHHOLDING | UNIVEST FINANCIAL Corp | 2,699 | 28.27 USD | |
| 15 Mar 2025 | OTHER | UNIVEST FINANCIAL Corp | 209 | 0.00 USD | |
| 15 Mar 2025 | EXERCISE | UNIVEST FINANCIAL Corp | 3,908 | 0.00 USD | deriv |
| 15 Mar 2025 | EXERCISE | UNIVEST FINANCIAL Corp | 863 | 0.00 USD | deriv |
| 15 Mar 2025 | EXERCISE | UNIVEST FINANCIAL Corp | 661 | 0.00 USD | deriv |
| 15 Mar 2025 | GRANT_AWARD | UNIVEST FINANCIAL Corp | 1,863 | 0.00 USD | deriv |