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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 19-Mar-24 3:13 PM View:  | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-24 | Payment of Exercise | 1,624 | $19.56 | $31,765.40 | (9%) 18.0K to 16.37K | |
| 19-Mar-24 3:13 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-24 | Acquisition (other) | 634 | -- | -- | 5% 12.38K to 13.02K | |
| 19-Mar-24 3:13 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-24 | Option Exercise | 4,978 | -- | -- | 38% 13.02K to 18.0K | |
| 11-Mar-24 12:55 PM View: | Univest Corp. of Pennsylvania (UVSP) | 08-Mar-24 | Sale | 1 | $20.24 | $13.10 | (< 1%) 12.38K | |
| 17-Mar-23 9:57 AM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-23 | Payment of Exercise | 1,838 | $24.88 | $45,729.40 | (13%) 13.86K to 12.02K | |
| 17-Mar-23 9:57 AM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-23 | Acquisition (other) | 45 | -- | -- | < 1% 7.53K to 7.57K | |
| 17-Mar-23 9:57 AM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-23 | Option Exercise | 6,287 | -- | -- | 83% 7.57K to 13.86K | |
| 17-Mar-22 4:01 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-22 | Payment of Exercise | 728 | $28.21 | $20,536.90 | (9%) 8.16K to 7.43K | |
| 17-Mar-22 4:01 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-22 | Disposition (other) | 15 | -- | -- | (< 1%) 7.43K to 7.41K | |
| 17-Mar-22 4:01 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-22 | Option Exercise | 2,520 | -- | -- | 45% 5.64K to 8.16K | |
| 17-Mar-21 3:43 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-21 | Disposition | 236 | -- | -- | (4%) 6.33K to 6.09K | |
| 17-Mar-21 3:43 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-21 | Payment of Exercise | 486 | $28.42 | $13,812.10 | (8%) 6.09K to 5.6K | |
| 17-Mar-21 3:43 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-21 | Option Exercise | 828 | -- | -- | 15% 5.5K to 6.33K | |
| 17-Mar-20 2:10 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-20 | Option Exercise | 179 | -- | -- | 3% 5.26K to 5.43K |