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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 19-Sep-24 11:23 AM View:  | Univest Corp. of Pennsylvania (UVSP) | 18-Sep-24 | Option Exercise | 3,633 | $19.68 | $71,497.40 | 7% 55.68K to 59.31K | |
| 19-Sep-24 11:23 AM View: | Univest Corp. of Pennsylvania (UVSP) | 18-Sep-24 | Option Sale | 3,633 | $28.76 | $104,481.00 | (6%) 59.31K to 55.68K | |
| 19-Sep-24 11:23 AM View: | Univest Corp. of Pennsylvania (UVSP) | 17-Sep-24 | Option Exercise | 1,902 | $19.68 | $37,431.40 | 3% 55.68K to 57.58K | |
| 19-Sep-24 11:23 AM View: | Univest Corp. of Pennsylvania (UVSP) | 17-Sep-24 | Option Sale | 1,902 | $28.43 | $54,068.30 | (3%) 57.58K to 55.68K | |
| 06-Sep-24 11:00 AM View: | Univest Corp. of Pennsylvania (UVSP) | 04-Sep-24 | Option Exercise | 400 | $19.68 | $7,872.00 | < 1% 55.68K to 56.08K | |
| 06-Sep-24 11:00 AM View: | Univest Corp. of Pennsylvania (UVSP) | 04-Sep-24 | Option Sale | 400 | $28.50 | $11,400.00 | (< 1%) 56.08K to 55.68K | |
| 04-Sep-24 10:54 AM View: | Univest Corp. of Pennsylvania (UVSP) | 03-Sep-24 | Option Exercise | 800 | $19.68 | $15,744.00 | 1% 55.68K to 56.48K | |
| 04-Sep-24 10:54 AM View: | Univest Corp. of Pennsylvania (UVSP) | 03-Sep-24 | Option Sale | 800 | $28.51 | $22,810.00 | (1%) 56.48K to 55.68K | |
| 04-Sep-24 10:54 AM View: | Univest Corp. of Pennsylvania (UVSP) | 30-Aug-24 | Option Exercise | 400 | $19.68 | $7,872.00 | < 1% 55.68K to 56.08K | |
| 04-Sep-24 10:54 AM View: | Univest Corp. of Pennsylvania (UVSP) | 30-Aug-24 | Option Sale | 400 | $28.54 | $11,417.50 | (< 1%) 56.08K to 55.68K | |
| 28-Aug-24 2:11 PM View: | Univest Corp. of Pennsylvania (UVSP) | 26-Aug-24 | Option Exercise | 295 | $19.68 | $5,805.60 | < 1% 55.68K to 55.97K | |
| 28-Aug-24 2:11 PM View: | Univest Corp. of Pennsylvania (UVSP) | 26-Aug-24 | Option Sale | 295 | $28.59 | $8,434.04 | (< 1%) 55.97K to 55.68K | |
| 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 |