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
+863.00
Price / share
—
Trade value
—
% of position
Common
Shares
+3.91K
Price / share
—
Trade value
—
% of position
Common
Shares
+209.00
Price / share
—
Trade value
—
% of position
Common
Shares
−2.70K
Price / share
$28.27
Trade value
$76.30K
% of position
Net shares
+3.50K
Net value
-$76.30K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Direct | 3/15/2025 | M · Option Exercise | +559.00 | — | — | 2.1% | 26.88K | 27.44K |
| Common Direct | 3/15/2025 | M · Option Exercise | +661.00 | — | — | 2.4% | 27.44K | 28.10K |
| Common Direct | 3/15/2025 | M · Option Exercise | +863.00 | — | — | 3.1% | 28.10K | 28.96K |
| Common Direct | 3/15/2025 | M · Option Exercise | +3.91K | — | — | 13.5% | 28.96K | 32.87K |
| Common Direct | 3/15/2025 | J · J | +209.00 | — | — | 0.6% | 32.87K | 33.08K |
| Common Direct | 3/15/2025 | F · Tax Withholding | −2.70K | $28.27 | $76.30K | 8.2% | 33.08K | 30.38K |
| Total | +3.50K | -$76.30K | ||||||
Restricted Stock Units
Common
559.00 shares
Shares
−559.00
Strike price
Held after
0.00
Exercisable
—
Restricted Stock Units
Common
661.00 shares
Shares
−661.00
Strike price
Held after
661.00
Exercisable
—
Restricted Stock Units
Common
863.00 shares
Shares
−863.00
Strike price
Held after
1.73K
Exercisable
—
Performance Restricted Stock Units
Common
3.91K shares
Shares
−3.91K
Strike price
Held after
0.00
Exercisable
—
Restricted Stock Units
Common
1.86K shares
Shares
+1.86K
Strike price
Held after
1.86K
Exercisable
—
Performance Restricted Stock Units
Common
4.34K shares
Shares
+4.34K
Strike price
Held after
4.34K
Exercisable
—
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Restricted Stock Units Direct | Common559.00 shares | 3/15/2025 | M · Option Exercise | −559.00 | — | 0.00 | |
| Restricted Stock Units Direct | Common661.00 shares | 3/15/2025 | M · Option Exercise | −661.00 | — | 661.00 | |
| Restricted Stock Units Direct | Common863.00 shares | 3/15/2025 | M · Option Exercise | −863.00 | — | 1.73K | |
| Performance Restricted Stock Units Direct | Common3.91K shares | 3/15/2025 | M · Option Exercise | −3.91K | — | 0.00 | |
| Restricted Stock Units Direct | Common1.86K shares | 3/15/2025 | A · Award | +1.86K | — | 1.86K | |
| Performance Restricted Stock Units Direct | Common4.34K shares | 3/15/2025 | A · Award | +4.34K | — | 4.34K |