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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 19-Mar-24 3:04 PM View:  | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-24 | Payment of Exercise | 1,450 | $19.56 | $28,362.00 | (6%) 26.31K to 24.86K | |
| 19-Mar-24 3:04 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-24 | Acquisition (other) | 581 | -- | -- | 3% 21.26K to 21.84K | |
| 19-Mar-24 3:04 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-24 | Option Exercise | 4,471 | -- | -- | 20% 21.84K to 26.31K | |
| 17-Mar-23 10:00 AM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-23 | Acquisition (other) | 42 | -- | -- | < 1% 13.13K to 13.17K | |
| 17-Mar-23 10:00 AM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-23 | Option Exercise | 5,767 | -- | -- | 44% 13.17K to 18.94K | |
| 17-Mar-22 4:04 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-22 | Disposition (other) | 24 | -- | -- | (< 1%) 11.66K to 11.63K | |
| 17-Mar-22 4:04 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-22 | Option Exercise | 3,315 | -- | -- | 40% 8.34K to 11.66K | |
| 17-Mar-21 3:46 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-21 | Disposition | 315 | -- | -- | (4%) 8.0K to 7.68K | |
| 17-Mar-21 3:46 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-21 | Payment of Exercise | 573 | $28.42 | $16,284.70 | (7%) 7.68K to 7.11K | |
| 17-Mar-21 3:46 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-21 | Option Exercise | 889 | -- | -- | 13% 7.11K to 8.0K | |
| 17-Mar-20 3:38 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-20 | Option Exercise | 289 | -- | -- | 6% 4.8K to 5.09K | |
| 19-Feb-20 2:58 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Feb-20 | Disposition | 358 | -- | -- | (6%) 5.51K to 5.15K | |
| 19-Feb-20 2:58 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Feb-20 | Payment of Exercise | 354 | $25.70 | $9,097.80 | (7%) 5.15K to 4.8K | 23% |
| 19-Mar-18 4:19 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-18 | Grant | 1,474 | -- | -- | 32% 4.67K to 6.15K | |
| 06-Feb-17 3:00 PM View: | Univest Corp. of Pennsylvania (UVSP) | 31-Jan-17 | Grant | 1,405 | -- | -- | 82% 1.72K to 3.12K |