Schweitzer Jeffrey M's Form 4 filing
Univest Financial Corp (UVSP) · filed Sep 6, 2024
- Accession no.
- 0001415199-24-000014
- Filed
- Sep 6, 2024
- Trade date
- Sep 4-5, 2024
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Not checked
This filing lists 4 non-derivative transactions and 2 derivative transactions. Open-market sales total $17.1K. It was filed 2 days after the trade.
Reporting owners
A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.
| Owner | Relationship to the company |
|---|---|
| Schweitzer Jeffrey MCIK 0001415199 | Director, Officer (Chairman, President & CEO) |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Sep 4, 2024 | Common | MOption exerciseAcquired | +400 | $19.68 | +$7,872 | 90,587.1 | Direct | |
| Sep 4, 2024 | Common | SSaleDisposed | −400 | $28.50 | −$11,400 | 90,187.1 | Direct | |
| Sep 5, 2024 | Common | MOption exerciseAcquired | +200 | $19.68 | +$3,936 | 90,387.1 | Direct | |
| Sep 5, 2024 | Common | SSaleDisposed | −200 | $28.26 | −$5,652 | 90,187.1 | Direct |
Derivative securities (Table II)
Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.
| Trade date | Security | Transaction | Underlying shares | Unit price | Value | Held after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Sep 4, 2024 | Common | MOption exerciseDisposed | −400 | $0.00 | $0 | 8,702 | Direct | |
| Sep 5, 2024 | Common | MOption exerciseDisposed | −200 | $0.00 | $0 | 8,502 | Direct |
Footnotes and remarks
Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.
No transaction price on this filing refers to a footnote.