SANTANA MEGAN D (EVP & Chief Risk Officer) exercised options at UNIVEST FINANCIAL CORP
Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.
Common
Shares
+559.00
Price / share
—
Trade value
—
% of position
Common
Shares
+661.00
Price / share
—
Trade value
—
% of position
Common
Shares
+407.00
Price / share
—
Trade value
—
% of position
Common
Shares
+2.84K
Price / share
—
Trade value
—
% of position
Common
Shares
+581.00
Price / share
—
Trade value
—
% of position
Common
Shares
−1.45K
Price / share
$19.56
Trade value
$28.36K
% of position
Net shares
+3.60K
Net value
-$28.36K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Direct | 3/15/2024 | M · Option Exercise | +559.00 | — | — | 2.6% | 21.26K | 21.82K |
| Common Direct | 3/15/2024 | M · Option Exercise | +661.00 | — | — | 3.0% | 21.82K | 22.48K |
| Common Direct | 3/15/2024 | M · Option Exercise | +407.00 | — | — | 1.8% | 22.48K | 22.89K |
| Common Direct | 3/15/2024 | M · Option Exercise | +2.84K | — | — | 12.4% | 22.89K | 25.73K |
| Common Direct | 3/15/2024 | J · J | +581.00 | — | — | 2.3% | 25.73K | 26.31K |
| Common Direct | 3/15/2024 | F · Tax Withholding | −1.45K | $19.56 | $28.36K | 5.5% | 26.31K | 24.86K |
| Total | +3.60K | -$28.36K | ||||||
Restricted Stock Units
Common
407.00 shares
Shares
−407.00
Strike price
Held after
0.00
Exercisable
—
Restricted Stock Units
Common
559.00 shares
Shares
−559.00
Strike price
Held after
559.00
Exercisable
—
Restricted Stock Units
Common
661.00 shares
Shares
−661.00
Strike price
Held after
1.32K
Exercisable
—
Performance Restricted Stock Units
Common
2.84K shares
Shares
−2.84K
Strike price
Held after
0.00
Exercisable
—
Restricted Stock Units
Common
2.59K shares
Shares
+2.59K
Strike price
Held after
2.59K
Exercisable
—
Performance Restricted Stock Units
Common
6.04K shares
Shares
+6.04K
Strike price
Held after
6.04K
Exercisable
—
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Restricted Stock Units Direct | Common407.00 shares | 3/15/2024 | M · Option Exercise | −407.00 | — | 0.00 | |
| Restricted Stock Units Direct | Common559.00 shares | 3/15/2024 | M · Option Exercise | −559.00 | — | 559.00 | |
| Restricted Stock Units Direct | Common661.00 shares | 3/15/2024 | M · Option Exercise | −661.00 | — | 1.32K | |
| Performance Restricted Stock Units Direct | Common2.84K shares | 3/15/2024 | M · Option Exercise | −2.84K | — | 0.00 | |
| Restricted Stock Units Direct | Common2.59K shares | 3/15/2024 | A · Award | +2.59K | — | 2.59K | |
| Performance Restricted Stock Units Direct | Common6.04K shares | 3/15/2024 | A · Award | +6.04K | — | 6.04K |