RICHARDSON BRIAN J (EVP & CFO) exercised options at UNIVEST FINANCIAL CORP
Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.
Common
Shares
+444.00
Price / share
—
Trade value
—
% of position
Common
Shares
+654.00
Price / share
—
Trade value
—
% of position
Common
Shares
+778.00
Price / share
—
Trade value
—
% of position
Common
Shares
+3.10K
Price / share
—
Trade value
—
% of position
Common
Shares
+634.00
Price / share
—
Trade value
—
% of position
Common
Shares
−1.62K
Price / share
$19.56
Trade value
$31.77K
% of position
Net shares
+3.99K
Net value
-$31.77K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Direct | 3/15/2024 | M · Option Exercise | +444.00 | — | — | 3.6% | 12.39K | 12.83K |
| Common Direct | 3/15/2024 | M · Option Exercise | +654.00 | — | — | 5.1% | 12.83K | 13.48K |
| Common Direct | 3/15/2024 | M · Option Exercise | +778.00 | — | — | 5.8% | 13.48K | 14.26K |
| Common Direct | 3/15/2024 | M · Option Exercise | +3.10K | — | — | 21.8% | 14.26K | 17.36K |
| Common Direct | 3/15/2024 | J · J | +634.00 | — | — | 3.7% | 17.36K | 18K |
| Common Direct | 3/15/2024 | F · Tax Withholding | −1.62K | $19.56 | $31.77K | 9.0% | 18K | 16.37K |
| Total | +3.99K | -$31.77K | ||||||
Restricted Stock Units
Common
444.00 shares
Shares
−444.00
Strike price
Held after
0.00
Exercisable
—
Restricted Stock Units
Common
654.00 shares
Shares
−654.00
Strike price
Held after
654.00
Exercisable
—
Restricted Stock Units
Common
778.00 shares
Shares
−778.00
Strike price
Held after
1.56K
Exercisable
—
Performance Restricted Stock Units
Common
3.10K shares
Shares
−3.10K
Strike price
Held after
0.00
Exercisable
—
Restricted Stock Units
Common
3.06K shares
Shares
+3.06K
Strike price
Held after
3.06K
Exercisable
—
Performance Restricted Stock Units
Common
7.13K shares
Shares
+7.13K
Strike price
Held after
7.13K
Exercisable
—
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Restricted Stock Units Direct | Common444.00 shares | 3/15/2024 | M · Option Exercise | −444.00 | — | 0.00 | |
| Restricted Stock Units Direct | Common654.00 shares | 3/15/2024 | M · Option Exercise | −654.00 | — | 654.00 | |
| Restricted Stock Units Direct | Common778.00 shares | 3/15/2024 | M · Option Exercise | −778.00 | — | 1.56K | |
| Performance Restricted Stock Units Direct | Common3.10K shares | 3/15/2024 | M · Option Exercise | −3.10K | — | 0.00 | |
| Restricted Stock Units Direct | Common3.06K shares | 3/15/2024 | A · Award | +3.06K | — | 3.06K | |
| Performance Restricted Stock Units Direct | Common7.13K shares | 3/15/2024 | A · Award | +7.13K | — | 7.13K |