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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 02-Feb-24 4:43 PM View:  | Univest Corp. of Pennsylvania (UVSP) | 31-Jan-24 | Option Exercise | 1,162 | -- | -- | < 1% 142.79K to 143.95K | |
| 08-Nov-23 1:56 PM View: | Univest Corp. of Pennsylvania (UVSP) | 06-Nov-23 | Gift | 2,000 | $17.64 | $35,280.00 | (1%) 144.79K to 142.79K | |
| 02-Feb-23 3:06 PM View: | Univest Corp. of Pennsylvania (UVSP) | 31-Jan-23 | Option Exercise | 1,448 | -- | -- | 1% 143.34K to 144.79K | |
| 26-Jan-23 10:00 PM View: | Univest Corp. of Pennsylvania (UVSP) | 02-Dec-22 | Gift | 1,000 | $27.41 | $27,410.00 | (< 1%) 143.34K to 142.34K | |
| 22-Nov-22 10:20 AM View: | Univest Corp. of Pennsylvania (UVSP) | 21-Nov-22 | Option Exercise | 3,453 | $16.88 | $58,286.60 | 2% 144.34K to 147.79K | |
| 22-Nov-22 10:20 AM View: | Univest Corp. of Pennsylvania (UVSP) | 21-Nov-22 | Option Sale | 3,453 | $28.00 | $96,684.00 | (2%) 147.79K to 144.34K | |
| 02-Feb-22 10:51 AM View: | Univest Corp. of Pennsylvania (UVSP) | 31-Jan-22 | Option Exercise | 1,309 | -- | -- | < 1% 143.03K to 144.34K | |
| 04-Nov-21 2:10 PM View: | Univest Corp. of Pennsylvania (UVSP) | 02-Nov-21 | Option Exercise | 4,306 | $16.88 | $72,685.30 | 3% 143.03K to 147.33K | |
| 04-Nov-21 2:10 PM View: | Univest Corp. of Pennsylvania (UVSP) | 02-Nov-21 | Market Option Sale | 4,306 | $30.14 | $129,764.00 | (3%) 147.33K to 143.03K | |
| 10-Jun-21 2:59 PM View: | Univest Corp. of Pennsylvania (UVSP) | 08-Jun-21 | Option Exercise | 1,241 | $16.88 | $20,948.10 | < 1% 143.03K to 144.27K | |
| 10-Jun-21 2:59 PM View: | Univest Corp. of Pennsylvania (UVSP) | 08-Jun-21 | Market Option Sale | 1,241 | $29.50 | $36,609.50 | (< 1%) 144.27K to 143.03K | |
| 02-Feb-21 2:42 PM View: | Univest Corp. of Pennsylvania (UVSP) | 31-Jan-21 | Option Exercise | 1,384 | -- | -- | < 1% 141.64K to 143.03K | |
| 22-Jan-21 10:00 PM View: | Univest Corp. of Pennsylvania (UVSP) | 18-Nov-20 | Gift | 3,000 | $19.40 | $58,200.00 | (2%) 144.64K to 141.64K | (19%) |
| 10-Nov-20 2:55 PM View: | Univest Corp. of Pennsylvania (UVSP) | 09-Nov-20 | Option Exercise | 9,000 | $17.24 | $155,115.00 | 6% 144.64K to 153.64K | 18% |
| 10-Nov-20 2:55 PM View: | Univest Corp. of Pennsylvania (UVSP) | 09-Nov-20 | Market Option Sale | 9,000 | $18.35 | $165,195.00 | (6%) 153.64K to 144.64K | (11%) |
| 02-Aug-19 2:55 PM View: | Univest Corp. of Pennsylvania (UVSP) | 31-Jul-19 | Disposition | 7,567 | $27.46 | $207,790.00 | (5%) 153.63K to 146.06K | 29% |
| 02-Aug-19 2:55 PM View: | Univest Corp. of Pennsylvania (UVSP) | 31-Jul-19 | Payment of Exercise | 1,433 | $27.46 | $39,350.20 | (< 1%) 146.06K to 144.63K | 29% |
| 02-Aug-19 2:55 PM View: | Univest Corp. of Pennsylvania (UVSP) | 31-Jul-19 | Option Exercise | 9,000 | $14.80 | $133,200.00 | 6% 144.63K to 153.63K | |
| 08-Feb-18 2:20 PM View: | Univest Corp. of Pennsylvania (UVSP) | 07-Feb-18 | Payment of Exercise | 405 | $27.20 | $11,016.00 | (< 1%) 144.95K to 144.55K | 30% |
| 01-Feb-18 7:43 AM View: | Univest Corp. of Pennsylvania (UVSP) | 31-Jan-18 | Grant | 1,000 | -- | -- | < 1% 288.9K to 289.9K | |
| 13-Feb-17 1:24 PM View: | Univest Corp. of Pennsylvania (UVSP) | 09-Feb-17 | Payment of Exercise | 745 | $27.60 | $20,562.00 | (< 1%) 144.61K to 143.86K | 32% |
| 08-Feb-17 11:04 AM View: | Univest Corp. of Pennsylvania (UVSP) | 07-Feb-17 | Payment of Exercise | 440 | $27.35 | $12,034.00 | (< 1%) 145.05K to 144.61K | 31% |
| 06-Feb-17 1:52 PM View: | Univest Corp. of Pennsylvania (UVSP) | 31-Jan-17 | Grant | 1,000 | -- | -- | < 1% 289.09K to 290.09K | |
| 20-Jan-17 10:00 PM View: | Univest Corp. of Pennsylvania (UVSP) | 02-Dec-16 | Gift | 2,000 | $28.80 | $57,600.00 | (1%) 146.0K to 144.0K | 34% |
| 30-Nov-16 1:05 PM View: | Univest Corp. of Pennsylvania (UVSP) | 28-Nov-16 | Disposition | 24,884 | $27.95 | $695,508.00 | (14%) 173.0K to 148.12K | 32% |
| 30-Nov-16 1:05 PM View: | Univest Corp. of Pennsylvania (UVSP) | 28-Nov-16 | Payment of Exercise | 2,116 | $27.95 | $59,142.20 | (1%) 148.12K to 146.0K | 32% |
| 30-Nov-16 1:05 PM View: | Univest Corp. of Pennsylvania (UVSP) | 28-Nov-16 | Option Exercise | 27,000 | $21.11 | $569,970.00 | 18% 146.0K to 173.0K | |
| 17-Feb-16 4:31 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Feb-16 | Disposition | 2,500 | -- | -- | (2%) 150.01K to 147.51K | |
| 17-Feb-16 4:31 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Feb-16 | Payment of Exercise | 1,688 | $19.26 | $32,510.90 | (1%) 147.51K to 145.82K | (2%) |
| 11-Feb-16 1:01 PM View: | Univest Corp. of Pennsylvania (UVSP) | 10-Feb-16 | Payment of Exercise | 391 | $19.25 | $7,526.75 | (< 1%) 150.4K to 150.01K | (2%) |
| 11-Feb-16 1:01 PM View: | Univest Corp. of Pennsylvania (UVSP) | 09-Feb-16 | Payment of Exercise | 745 | $19.39 | $14,445.50 | (< 1%) 151.15K to 150.4K | (< 1%) |
| 09-Feb-16 10:38 AM View: | Univest Corp. of Pennsylvania (UVSP) | 07-Feb-16 | Payment of Exercise | 440 | $19.21 | $8,452.40 | (< 1%) 151.59K to 151.15K | (2%) |
| 02-Feb-16 8:51 AM View: | Univest Corp. of Pennsylvania (UVSP) | 31-Jan-16 | Grant | 1,000 | -- | -- | < 1% 302.17K to 303.17K | |
| 18-Feb-15 5:02 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Feb-15 | Disposition | 2,500 | -- | -- | (< 1%) 304.86K to 302.36K | |
| 18-Feb-15 5:02 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Feb-15 | Payment of Exercise | 1,877 | $19.00 | $35,663.00 | (< 1%) 302.36K to 300.48K | (7%) |
| 11-Feb-15 3:42 PM View: | Univest Corp. of Pennsylvania (UVSP) | 10-Feb-15 | Payment of Exercise | 1,040 | $19.00 | $19,760.00 | (< 1%) 309.49K to 308.45K | (7%) |
| 10-Feb-15 1:38 PM View: | Univest Corp. of Pennsylvania (UVSP) | 09-Feb-15 | Payment of Exercise | 745 | $18.93 | $14,102.90 | (< 1%) 309.98K to 309.23K | (8%) |
| 10-Feb-15 1:38 PM View: | Univest Corp. of Pennsylvania (UVSP) | 07-Feb-15 | Payment of Exercise | 440 | $19.17 | $8,434.80 | (< 1%) 310.42K to 309.98K | (6%) |
| 02-Feb-15 3:24 PM View: | Univest Corp. of Pennsylvania (UVSP) | 31-Jan-15 | Grant | 1,000 | -- | -- | < 1% 310.6K to 311.6K | |
| 27-Jan-15 4:07 PM View: | Univest Corp. of Pennsylvania (UVSP) | 23-Dec-14 | Gift | 1,000 | $20.15 | $20,150.00 | (< 1%) 338.75K to 337.75K | (1%) |
| 27-Feb-14 8:13 AM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Feb-14 | Payment of Exercise | 2,500 | -- | -- | (< 1%) 326.11K to 323.61K | |
| 31-Jan-14 4:01 PM View: | Univest Corp. of Pennsylvania (UVSP) | 31-Jan-14 | Grant | 1,000 | -- | -- | < 1% 327.61K to 328.61K | |
| 23-Jan-14 11:54 AM View: | Univest Corp. of Pennsylvania (UVSP) | 23-Dec-13 | Gift | 1,000 | $21.02 | $21,020.00 | (< 1%) 366.53K to 365.53K | (1%) |
| 23-Jan-14 11:54 AM View: | Univest Corp. of Pennsylvania (UVSP) | 20-Dec-13 | Gift | 2,000 | $20.82 | $41,640.00 | (< 1%) 367.53K to 365.53K | (2%) |
| 23-Jan-14 11:54 AM View: | Univest Corp. of Pennsylvania (UVSP) | 05-Jul-13 | Gift | 1,000 | $20.29 | $20,290.00 | (< 1%) 366.53K to 365.53K | (7%) |
| 20-Feb-13 11:39 AM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Feb-13 | Payment of Exercise | 817 | $16.73 | $13,668.40 | (< 1%) 337.74K to 336.92K | (33%) |
| 12-Feb-13 12:51 PM View: | Univest Corp. of Pennsylvania (UVSP) | 10-Feb-13 | Payment of Exercise | 327 | $16.68 | $5,454.36 | (< 1%) 338.88K to 338.55K | (33%) |
| 12-Feb-13 12:51 PM View: | Univest Corp. of Pennsylvania (UVSP) | 09-Feb-13 | Payment of Exercise | 622 | $16.68 | $10,375.00 | (< 1%) 339.5K to 338.88K | (33%) |
| 08-Feb-13 3:40 PM View: | Univest Corp. of Pennsylvania (UVSP) | 07-Feb-13 | Grant | 5,853 | -- | -- | 1% 486.64K to 492.49K | |
| 08-Feb-13 3:40 PM View: | Univest Corp. of Pennsylvania (UVSP) | 07-Feb-13 | Market Purchase | 5,853 | $16.40 | $95,989.20 | 1% 492.49K to 498.35K | 35% |