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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 13-May-24 8:57 AM View:  | Univest Corp. of Pennsylvania (UVSP) | 09-May-24 | Option Exercise | 9,000 | $18.52 | $166,680.00 | 10% 90.19K to 99.19K | |
| 13-May-24 8:57 AM View: | Univest Corp. of Pennsylvania (UVSP) | 09-May-24 | Option Sale | 9,000 | $22.55 | $202,967.00 | (9%) 99.19K to 90.19K | |
| 19-Mar-24 2:58 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-24 | Payment of Exercise | 5,157 | $19.56 | $100,871.00 | (5%) 95.34K to 90.19K | |
| 19-Mar-24 2:58 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-24 | Acquisition (other) | 2,115 | -- | -- | 3% 77.65K to 79.77K | |
| 19-Mar-24 2:58 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-24 | Option Exercise | 15,577 | -- | -- | 20% 79.77K to 95.34K | |
| 01-Feb-24 1:57 PM View: | Univest Corp. of Pennsylvania (UVSP) | 30-Jan-24 | Option Exercise | 955 | $18.75 | $17,906.20 | 1% 77.65K to 78.61K | |
| 01-Feb-24 1:57 PM View: | Univest Corp. of Pennsylvania (UVSP) | 30-Jan-24 | Option Sale | 955 | $22.05 | $21,053.00 | (1%) 78.61K to 77.65K | |
| 29-Nov-23 4:13 PM View: | Univest Corp. of Pennsylvania (UVSP) | 28-Nov-23 | Sale | 1 | $18.46 | $12.95 | (< 1%) 77.65K | |
| 17-Mar-23 10:03 AM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-23 | Payment of Exercise | 6,378 | $24.88 | $158,685.00 | (8%) 83.41K to 77.03K | |
| 17-Mar-23 10:03 AM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-23 | Acquisition (other) | 142 | -- | -- | < 1% 63.96K to 64.1K | |
| 17-Mar-23 10:03 AM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-23 | Option Exercise | 19,311 | -- | -- | 30% 64.1K to 83.41K | |
| 17-Mar-22 4:07 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-22 | Payment of Exercise | 4,020 | $28.21 | $113,404.00 | (6%) 66.8K to 62.78K | |
| 17-Mar-22 4:07 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-22 | Disposition (other) | 103 | -- | -- | (< 1%) 62.78K to 62.68K | |
| 17-Mar-22 4:07 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-22 | Option Exercise | 13,267 | -- | -- | 25% 53.53K to 66.8K | |
| 17-Mar-21 3:49 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-21 | Disposition | 1,575 | -- | -- | (3%) 56.7K to 55.12K | |
| 17-Mar-21 3:49 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-21 | Payment of Exercise | 2,634 | $28.42 | $74,858.30 | (5%) 55.12K to 52.49K | |
| 17-Mar-21 3:49 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-21 | Option Exercise | 3,244 | -- | -- | 6% 53.45K to 56.7K | |
| 10-Nov-20 2:51 PM View: | Univest Corp. of Pennsylvania (UVSP) | 10-Nov-20 | Option Exercise | 1,567 | $17.24 | $27,007.20 | 3% 53.05K to 54.62K | 18% |
| 10-Nov-20 2:51 PM View: | Univest Corp. of Pennsylvania (UVSP) | 10-Nov-20 | Market Option Sale | 1,567 | $18.50 | $28,989.50 | (3%) 54.62K to 53.05K | (10%) |
| 10-Nov-20 2:51 PM View: | Univest Corp. of Pennsylvania (UVSP) | 09-Nov-20 | Option Exercise | 2,933 | $17.24 | $50,550.30 | 6% 53.05K to 55.98K | 18% |
| 10-Nov-20 2:51 PM View: | Univest Corp. of Pennsylvania (UVSP) | 09-Nov-20 | Market Option Sale | 2,933 | $18.50 | $54,260.50 | (5%) 55.98K to 53.05K | (10%) |
| 17-Mar-20 2:14 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-20 | Option Exercise | 1,221 | -- | -- | 2% 50.26K to 51.48K | |
| 21-Feb-20 9:56 AM View: | Univest Corp. of Pennsylvania (UVSP) | 19-Feb-20 | Payment of Exercise | 146 | $25.57 | $3,733.22 | (< 1%) 50.41K to 50.26K | 23% |
| 19-Feb-20 11:54 AM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Feb-20 | Disposition | 1,744 | -- | -- | (3%) 53.73K to 51.98K | |
| 19-Feb-20 11:54 AM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Feb-20 | Payment of Exercise | 1,579 | $25.70 | $40,580.30 | (3%) 51.98K to 50.41K | 23% |
| 17-Sep-19 1:20 PM View: | Univest Corp. of Pennsylvania (UVSP) | 13-Sep-19 | Disposition | 7,370 | $26.37 | $194,347.00 | (12%) 61.07K to 53.7K | 26% |
| 17-Sep-19 1:20 PM View: | Univest Corp. of Pennsylvania (UVSP) | 13-Sep-19 | Payment of Exercise | 675 | $26.37 | $17,799.80 | (1%) 53.7K to 53.02K | 26% |
| 17-Sep-19 1:20 PM View: | Univest Corp. of Pennsylvania (UVSP) | 13-Sep-19 | Option Exercise | 8,045 | $18.78 | $151,085.00 | 15% 53.02K to 61.07K | |
| 21-Feb-19 3:50 PM View: | Univest Corp. of Pennsylvania (UVSP) | 19-Feb-19 | Payment of Exercise | 146 | $25.52 | $3,725.92 | (< 1%) 52.44K to 52.29K | 23% |
| 20-Feb-19 7:35 AM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Feb-19 | Disposition | 4,677 | -- | -- | (8%) 58.71K to 54.03K | |
| 20-Feb-19 7:35 AM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Feb-19 | Payment of Exercise | 1,598 | $24.97 | $39,902.10 | (3%) 54.03K to 52.44K | 21% |
| 07-Feb-19 4:01 PM View: | Univest Corp. of Pennsylvania (UVSP) | 06-Feb-19 | Payment of Exercise | 251 | $24.39 | $6,121.89 | (< 1%) 58.96K to 58.71K | 19% |
| 04-Sep-18 3:05 PM View: | Univest Corp. of Pennsylvania (UVSP) | 30-Aug-18 | Disposition | 6,177 | $28.30 | $174,809.00 | (9%) 65.03K to 58.85K | 31% |
| 04-Sep-18 3:05 PM View: | Univest Corp. of Pennsylvania (UVSP) | 30-Aug-18 | Payment of Exercise | 823 | $28.30 | $23,290.90 | (1%) 58.85K to 58.03K | 31% |
| 04-Sep-18 3:05 PM View: | Univest Corp. of Pennsylvania (UVSP) | 30-Aug-18 | Option Exercise | 7,000 | $16.88 | $118,160.00 | 12% 58.03K to 65.03K | |
| 19-Mar-18 4:24 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-18 | Grant | 7,368 | -- | -- | 7% 107.22K to 114.58K | |
| 20-Feb-18 4:15 PM View: | Univest Corp. of Pennsylvania (UVSP) | 19-Feb-18 | Payment of Exercise | 173 | $28.10 | $4,861.30 | (< 1%) 50.1K to 49.92K | 32% |
| 16-Feb-18 3:12 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Feb-18 | Disposition | 2,500 | -- | -- | (5%) 54.3K to 51.8K | |
| 16-Feb-18 3:12 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Feb-18 | Payment of Exercise | 1,701 | $27.60 | $46,947.60 | (3%) 51.8K to 50.1K | 31% |
| 08-Feb-18 2:19 PM View: | Univest Corp. of Pennsylvania (UVSP) | 07-Feb-18 | Payment of Exercise | 72 | $27.20 | $1,958.40 | (< 1%) 54.37K to 54.3K | 30% |
| 07-Feb-18 4:10 PM View: | Univest Corp. of Pennsylvania (UVSP) | 06-Feb-18 | Payment of Exercise | 251 | $26.95 | $6,764.45 | (< 1%) 54.62K to 54.37K | 29% |
| 05-Jan-18 10:00 PM View: | Univest Corp. of Pennsylvania (UVSP) | 29-Dec-17 | Gift | 450 | $28.05 | $12,622.50 | (< 1%) 54.85K to 54.4K | 32% |
| 21-Feb-17 11:46 AM View: | Univest Corp. of Pennsylvania (UVSP) | 19-Feb-17 | Payment of Exercise | 211 | $28.90 | $6,097.90 | (< 1%) 53.78K to 53.57K | 35% |
| 17-Feb-17 2:13 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Feb-17 | Disposition | 2,500 | -- | -- | (4%) 58.39K to 55.89K | |
| 17-Feb-17 2:13 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Feb-17 | Payment of Exercise | 2,108 | $28.55 | $60,183.40 | (4%) 55.89K to 53.78K | 34% |
| 13-Feb-17 1:29 PM View: | Univest Corp. of Pennsylvania (UVSP) | 09-Feb-17 | Payment of Exercise | 80 | $27.60 | $2,208.00 | (< 1%) 58.47K to 58.39K | 32% |
| 08-Feb-17 11:22 AM View: | Univest Corp. of Pennsylvania (UVSP) | 07-Feb-17 | Payment of Exercise | 78 | $27.35 | $2,133.30 | (< 1%) 58.55K to 58.47K | 31% |
| 08-Feb-17 11:22 AM View: | Univest Corp. of Pennsylvania (UVSP) | 06-Feb-17 | Payment of Exercise | 273 | $27.60 | $7,534.80 | (< 1%) 58.82K to 58.55K | 32% |
| 06-Feb-17 3:02 PM View: | Univest Corp. of Pennsylvania (UVSP) | 31-Jan-17 | Grant | 6,838 | -- | -- | 6% 110.8K to 117.64K | |
| 15-Dec-16 12:01 PM View: | Univest Corp. of Pennsylvania (UVSP) | 14-Dec-16 | Disposition | 3,845 | $30.50 | $117,272.00 | (7%) 56.11K to 52.26K | 38% |