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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 16-May-24 4:08 PM View:  | Univest Corp. of Pennsylvania (UVSP) | 16-May-24 | Option Exercise | 1,141 | $18.52 | $21,131.30 | 2% 55.68K to 56.82K | |
| 16-May-24 4:08 PM View: | Univest Corp. of Pennsylvania (UVSP) | 16-May-24 | Option Sale | 1,141 | $22.75 | $25,957.80 | (2%) 56.82K to 55.68K | |
| 16-May-24 4:08 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-May-24 | Option Exercise | 859 | $18.52 | $15,908.70 | 2% 55.68K to 56.54K | |
| 16-May-24 4:08 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-May-24 | Option Sale | 859 | $22.76 | $19,555.10 | (2%) 56.54K to 55.68K | |
| 19-Mar-24 3:02 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-24 | Payment of Exercise | 2,814 | $19.56 | $55,041.80 | (5%) 58.49K to 55.68K | |
| 19-Mar-24 3:02 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-24 | Acquisition (other) | 1,184 | -- | -- | 2% 48.66K to 49.84K | |
| 19-Mar-24 3:02 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-24 | Option Exercise | 8,652 | -- | -- | 17% 49.84K to 58.49K | |
| 17-Mar-23 9:50 AM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-23 | Payment of Exercise | 3,331 | $24.88 | $82,875.30 | (6%) 51.99K to 48.66K | |
| 17-Mar-23 9:50 AM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-23 | Acquisition (other) | 86 | -- | -- | < 1% 40.34K to 40.43K | |
| 17-Mar-23 9:50 AM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-23 | Option Exercise | 11,559 | -- | -- | 29% 40.43K to 51.99K | |
| 17-Mar-22 3:56 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-22 | Payment of Exercise | 2,387 | $28.21 | $67,337.30 | (6%) 41.76K to 39.38K | |
| 17-Mar-22 3:56 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-22 | Disposition (other) | 67 | -- | -- | (< 1%) 39.38K to 39.31K | |
| 17-Mar-22 3:56 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-22 | Option Exercise | 8,441 | -- | -- | 25% 33.32K to 41.76K | |
| 08-Sep-21 4:23 PM View: | Univest Corp. of Pennsylvania (UVSP) | 07-Sep-21 | Market Sale | 1 | $27.16 | $13.81 | (< 1%) 32.97K | < 1% |
| 17-Mar-21 3:38 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-21 | Disposition | 819 | -- | -- | (2%) 34.86K to 34.04K | |
| 17-Mar-21 3:38 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-21 | Payment of Exercise | 1,438 | $28.42 | $40,868.00 | (4%) 34.04K to 32.6K | |
| 17-Mar-21 3:38 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-21 | Option Exercise | 2,029 | -- | -- | 6% 32.83K to 34.86K | |
| 17-Mar-20 2:06 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-20 | Option Exercise | 798 | -- | -- | 3% 30.83K to 31.63K | |
| 19-Feb-20 11:50 AM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Feb-20 | Disposition | 951 | -- | -- | (3%) 32.71K to 31.76K | |
| 19-Feb-20 11:50 AM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Feb-20 | Payment of Exercise | 925 | $25.70 | $23,772.50 | (3%) 31.76K to 30.83K | 23% |
| 20-Feb-19 7:30 AM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Feb-19 | Disposition | 2,551 | -- | -- | (7%) 35.45K to 32.89K | |
| 20-Feb-19 7:30 AM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Feb-19 | Payment of Exercise | 977 | $24.97 | $24,395.70 | (3%) 32.89K to 31.92K | 21% |
| 07-Feb-19 3:56 PM View: | Univest Corp. of Pennsylvania (UVSP) | 06-Feb-19 | Payment of Exercise | 94 | $24.39 | $2,292.66 | (< 1%) 35.54K to 35.45K | 19% |
| 23-Aug-18 3:21 PM View: | Univest Corp. of Pennsylvania (UVSP) | 22-Aug-18 | Disposition | 4,037 | $28.70 | $115,862.00 | (10%) 39.56K to 35.53K | 32% |
| 23-Aug-18 3:21 PM View: | Univest Corp. of Pennsylvania (UVSP) | 22-Aug-18 | Payment of Exercise | 463 | $28.70 | $13,288.10 | (1%) 35.53K to 35.06K | 32% |
| 23-Aug-18 3:21 PM View: | Univest Corp. of Pennsylvania (UVSP) | 22-Aug-18 | Option Exercise | 4,500 | $18.35 | $82,592.70 | 13% 35.06K to 39.56K | |
| 19-Mar-18 4:16 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-18 | Grant | 3,832 | -- | -- | 6% 65.51K to 69.35K | |
| 16-Feb-18 3:21 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Feb-18 | Disposition | 1,250 | -- | -- | (4%) 32.96K to 31.71K | |
| 16-Feb-18 3:21 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Feb-18 | Payment of Exercise | 845 | $27.60 | $23,322.00 | (3%) 31.71K to 30.86K | 31% |
| 21-Feb-17 11:43 AM View: | Univest Corp. of Pennsylvania (UVSP) | 19-Feb-17 | Payment of Exercise | 63 | $28.90 | $1,820.70 | (< 1%) 32.04K to 31.98K | 35% |
| 17-Feb-17 2:07 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Feb-17 | Disposition | 750 | -- | -- | (2%) 33.26K to 32.51K | |
| 17-Feb-17 2:07 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Feb-17 | Payment of Exercise | 468 | $28.55 | $13,361.40 | (1%) 32.51K to 32.04K | 34% |
| 08-Feb-17 10:06 AM View: | Univest Corp. of Pennsylvania (UVSP) | 06-Feb-17 | Payment of Exercise | 102 | $27.60 | $2,815.20 | (< 1%) 33.36K to 33.26K | 32% |
| 06-Feb-17 2:55 PM View: | Univest Corp. of Pennsylvania (UVSP) | 31-Jan-17 | Grant | 3,730 | -- | -- | 6% 62.99K to 66.72K | |
| 17-Nov-16 1:28 PM View: | Univest Corp. of Pennsylvania (UVSP) | 16-Nov-16 | Disposition | 5,710 | $27.40 | $156,454.00 | (16%) 35.76K to 30.05K | 31% |
| 17-Nov-16 1:28 PM View: | Univest Corp. of Pennsylvania (UVSP) | 16-Nov-16 | Payment of Exercise | 790 | $27.40 | $21,646.00 | (3%) 30.05K to 29.26K | 31% |
| 17-Nov-16 1:28 PM View: | Univest Corp. of Pennsylvania (UVSP) | 16-Nov-16 | Option Exercise | 6,500 | $16.84 | $109,450.00 | 22% 29.26K to 35.76K | |
| 17-Feb-16 4:42 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Feb-16 | Disposition | 750 | -- | -- | (3%) 28.48K to 27.73K | |
| 02-Feb-16 9:12 AM View: | Univest Corp. of Pennsylvania (UVSP) | 31-Jan-16 | Grant | 5,463 | -- | -- | 11% 51.49K to 56.95K | |
| 23-Feb-15 12:09 PM View: | Univest Corp. of Pennsylvania (UVSP) | 19-Feb-15 | Grant | 2,000 | -- | -- | 5% 39.59K to 41.59K | |
| 03-Feb-15 11:15 AM View: | Univest Corp. of Pennsylvania (UVSP) | 31-Jan-15 | Grant | 3,750 | -- | -- | 11% 34.84K to 38.59K | |
| 25-Sep-14 10:50 AM View: | Univest Corp. of Pennsylvania (UVSP) | 24-Sep-14 | Market Purchase | 2,000 | $18.65 | $37,300.00 | 7% 27.68K to 29.68K | 11% |
| 07-Feb-14 1:12 PM View: | Univest Corp. of Pennsylvania (UVSP) | 06-Feb-14 | Grant | 1,377 | $18.15 | $24,992.50 | 4% 32.57K to 33.95K | 17% |
| 07-Feb-14 1:12 PM View: | Univest Corp. of Pennsylvania (UVSP) | 06-Feb-14 | Market Purchase | 1,377 | $18.15 | $24,992.50 | 4% 33.95K to 35.33K | 17% |
| 04-Feb-14 10:44 AM View: | Univest Corp. of Pennsylvania (UVSP) | 31-Jan-14 | Grant | 2,250 | -- | -- | 13% 16.72K to 18.97K | |
| 31-Jan-14 10:03 AM View: | Univest Corp. of Pennsylvania (UVSP) | 30-Jan-14 | Market Purchase | 2,000 | $18.93 | $37,860.00 | 16% 12.47K to 14.47K | 12% |
| 04-Feb-13 4:01 PM View: | Univest Corp. of Pennsylvania (UVSP) | 31-Jan-13 | Grant | 2,250 | -- | -- | 35% 6.44K to 8.69K |