| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership | 
|---|---|---|---|---|---|---|---|
| UNIVEST FINANCIAL Corp | Director | Restricted Stock Units | 1.4K | $31.8K | $22.75 | Jan 31, 2025 | Direct | 
| Investors Bancorp, Inc. | President and COO, Director | Common Stock | 0 | $14.93 | Apr 6, 2022 | By 401K | |
| Investors Bancorp, Inc. | President and COO, Director | Common Stock | 0 | $14.93 | Apr 6, 2022 | By ESOP | |
| Investors Bancorp, Inc. | President and COO, Director | Common Stock | 0 | $14.93 | Apr 6, 2022 | By Trust | |
| Investors Bancorp, Inc. | President and COO, Director | Common Stock | 0 | $14.93 | Apr 6, 2022 | Direct | |
| Investors Bancorp, Inc. | President and COO, Director | Stock Options | 0 | Apr 6, 2022 | Direct | 
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role | 
|---|---|---|---|---|---|---|---|
| UVSP | UNIVEST FINANCIAL Corp | Jan 31, 2025 | 1 | $0 | 4 | Feb 4, 2025 | Director | 
| UVSP | UNIVEST FINANCIAL Corp | Aug 1, 2024 | 0 | $0 | 3 | Aug 8, 2024 | Director | 
| ISBC | Investors Bancorp, Inc. | Apr 6, 2022 | 5 | $0 | 4 | Apr 7, 2022 | President and COO, Director | 
| ISBC | Investors Bancorp, Inc. | Jun 23, 2021 | 1 | -$749K | 4 | Jun 25, 2021 | President and COO, Director |