Form 4 for UVSP UNIVEST FINANCIAL Corp
Accepted 2024-05-13 00:00:00 ET · period of report 2024-05-09 · accession 0001415199-24-000008 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2024-05-13 | 2024-05-09 | UVSP | SCHWEITZER JEFFREY M | COB, Pres, CEO, Dir | S - Sale+OE | $22.55 | -9,000 | 90.2K | -9% | -$202.9K |
| DM | 2024-05-13 | 2024-05-09 | UVSP | SCHWEITZER JEFFREY M | COB, Pres, CEO, Dir | M - OptEx | $18.52 | +9,000 | 95.8K | +10% | +$166.7K |
| DM | 2024-05-13 | 2024-05-09 | UVSP | SCHWEITZER JEFFREY M | COB, Pres, CEO, Dir | M - OptEx | $0.00 | -9,000 | 0 | -100% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common | 2024-05-09 | S | D | 9,000 | $22.55 | 90,187.10 | D | — | — | (F2) THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $22.50 TO $22.62, INCLUSIVE. THE REPORTING PERSON UNDERTAKES TO PROVIDE TO UNIVEST FINANCIAL CORPORATION, ANY SECURITY HOLDER OF UNIVEST FINANCIAL CORPORATION, OR THE STAFF OF THE SECURITIES AND EXCHANGE COMMISSION, UPON REQUEST, FULL INFORMATION REGARDING THE NUMBER OF SHARES SOLD AT EACH SEPARATE PRICE WITHIN THE RANGES SET FORTH IN THIS FOOTNOTE. (F1) INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. |
| 2 | Common | Common | 2024-05-09 | M | A | 3,412 | $18.52 | 99,187.10 | D | — | — | (F1) INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. |
| 3 | Common | Common | 2024-05-09 | M | A | 5,588 | $18.52 | 95,775.10 | D | — | — | (F1) INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. |
| 4 | Derivative | Non Qualified Stock Options (Right to Buy) | 2024-05-09 | M | D | 3,412 | $0.00 | 0 | D | $18.52 · 2017-01-31 to 2025-01-31 | 3,412 Common | (F3) AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. |
| 5 | Derivative | Incentive Stock Options (Right to Buy) | 2024-05-09 | M | D | 5,588 | $0.00 | 0 | D | $18.52 · 2017-01-31 to 2025-01-31 | 5,588 Common | (F3) AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. |