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 | 124,446.104 | reported | 08 Jun 2026 | tx 252+523,403−359,953.7 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 Jun 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 13,933 | 28.50 USD | |
| 08 Jun 2026 | SALE | UNIVEST FINANCIAL Corp | 13,933 | 40.91 USD | |
| 08 Jun 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 13,933 | 0.00 USD | deriv |
| 15 Mar 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 2,106 | 0.00 USD | |
| 15 Mar 2026 | TAX_WITHHOLDING | UNIVEST FINANCIAL Corp | 8,018 | 32.72 USD | |
| 15 Mar 2026 | OTHER | UNIVEST FINANCIAL Corp | 3,273 | 0.00 USD | |
| 15 Mar 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 14,740 | 0.00 USD | |
| 15 Mar 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 1,909 | 0.00 USD | |
| 15 Mar 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 2,679 | 0.00 USD | |
| 15 Mar 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 2,679 | 0.00 USD | deriv |
| 15 Mar 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 2,106 | 0.00 USD | deriv |
| 15 Mar 2026 | GRANT_AWARD | UNIVEST FINANCIAL Corp | 11,820 | 0.00 USD | deriv |
| 15 Mar 2026 | GRANT_AWARD | UNIVEST FINANCIAL Corp | 5,067 | 0.00 USD | deriv |
| 15 Mar 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 14,740 | 0.00 USD | deriv |
| 15 Mar 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 1,909 | 0.00 USD | deriv |
| 22 Dec 2025 | GIFT | UNIVEST FINANCIAL Corp | 200 | 33.97 USD | |
| 12 Dec 2025 | SALE | UNIVEST FINANCIAL Corp | 12,277 | 34.99 USD | |
| 12 Dec 2025 | EXERCISE | UNIVEST FINANCIAL Corp | 12,277 | 28.15 USD | |
| 12 Dec 2025 | EXERCISE | UNIVEST FINANCIAL Corp | 12,277 | 0.00 USD | deriv |
| 15 Mar 2025 | TAX_WITHHOLDING | UNIVEST FINANCIAL Corp | 8,207 | 28.27 USD | |
| 15 Mar 2025 | OTHER | UNIVEST FINANCIAL Corp | 618 | 0.00 USD | |
| 15 Mar 2025 | EXERCISE | UNIVEST FINANCIAL Corp | 2,679 | 0.00 USD | |
| 15 Mar 2025 | EXERCISE | UNIVEST FINANCIAL Corp | 2,106 | 0.00 USD | |
| 15 Mar 2025 | EXERCISE | UNIVEST FINANCIAL Corp | 1,649 | 0.00 USD | |
| 15 Mar 2025 | EXERCISE | UNIVEST FINANCIAL Corp | 11,538 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 10 Feb 2011.