Jeffrey M. Schweitzer - 15 Mar 2025 Form 4 Insider Report for UNIVEST FINANCIAL Corp (UVSP)

Role
Chairman, President & CEO, Director
Signature
Megan D. Santana
Issuer symbol
UVSP
Transactions as of
15 Mar 2025
Net transactions value
-$232,012
Form type
4
Filing time
19 Mar 2025, 15:32:39 UTC
Previous filing
30 Jan 2025
Next filing
15 Dec 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction UVSP Common Options Exercise $0 +1,649 +1.8% $0.000000 91,836 15 Mar 2025 Direct F1, F2
transaction UVSP Common Options Exercise $0 +2,106 +2.3% $0.000000 93,942 15 Mar 2025 Direct F1, F2
transaction UVSP Common Options Exercise $0 +2,679 +2.9% $0.000000 96,621 15 Mar 2025 Direct F1, F2
transaction UVSP Common Options Exercise $0 +11,538 +12% $0.000000 108,159 15 Mar 2025 Direct F2, F3
transaction UVSP Common Other $0 +618 +0.57% $0.000000 108,777 15 Mar 2025 Direct F2, F4
transaction UVSP Common Tax liability $232,012 -8,207 -7.5% $28.27 100,570 15 Mar 2025 Direct F2

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction UVSP Restricted Stock Units Options Exercise $0 -1,649 -100% $0.000000 0 15 Mar 2025 Common 1,649 Direct F1
transaction UVSP Restricted Stock Units Options Exercise $0 -2,106 -50% $0.000000 2,106 15 Mar 2025 Common 2,106 Direct F1, F5
transaction UVSP Restricted Stock Units Options Exercise $0 -2,679 -33% $0.000000 5,358 15 Mar 2025 Common 2,679 Direct F1, F5
transaction UVSP Performance Restricted Stock Units Options Exercise $0 -11,538 -100% $0.000000 0 15 Mar 2025 Common 11,538 Direct F3
transaction UVSP Restricted Stock Units Award $0 +5,727 $0.000000 5,727 15 Mar 2025 Common 5,727 Direct F5, F6
transaction UVSP Performance Restricted Stock Units Award $0 +13,358 $0.000000 13,358 15 Mar 2025 Common 13,358 Direct F6, F7
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.
F2 INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.
F3 REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS.
F4 ADDITIONAL SHARES AWARDED DUE TO EVALUATION OF PERFORMANCE FACTORS AFTER MEASUREMENT PERIOD.
F5 RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE.
F6 EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.
F7 THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS.