Megan D. Santana - 15 Mar 2025 Form 4 Insider Report for UNIVEST FINANCIAL Corp (UVSP)

Role: Sr EVP & Chief Risk Officer, General Counsel
Signature: Megan D. Santana
Issuer symbol: UVSP
Transactions as of: 15 Mar 2025
Net transactions value: -$76,301
Form type: 4
Filing time: 19 Mar 2025, 15:35:52 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	+559	+2.1%	$0.000000	27,436	15 Mar 2025	Direct	F1, F2
transaction	UVSP	Common	Options Exercise	$0	+661	+2.4%	$0.000000	28,097	15 Mar 2025	Direct	F1, F2
transaction	UVSP	Common	Options Exercise	$0	+863	+3.1%	$0.000000	28,960	15 Mar 2025	Direct	F1, F2
transaction	UVSP	Common	Options Exercise	$0	+3,908	+13%	$0.000000	32,868	15 Mar 2025	Direct	F2, F3
transaction	UVSP	Common	Other	$0	+209	+0.64%	$0.000000	33,077	15 Mar 2025	Direct	F2, F4
transaction	UVSP	Common	Tax liability	$76,301	-2,699	-8.2%	$28.27	30,378	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	-559	-100%	$0.000000	0	15 Mar 2025	Common	559		Direct	F1
transaction	UVSP	Restricted Stock Units	Options Exercise	$0	-661	-50%	$0.000000	661	15 Mar 2025	Common	661		Direct	F1, F5
transaction	UVSP	Restricted Stock Units	Options Exercise	$0	-863	-33%	$0.000000	1,726	15 Mar 2025	Common	863		Direct	F1, F5
transaction	UVSP	Performance Restricted Stock Units	Options Exercise	$0	-3,908	-100%	$0.000000	0	15 Mar 2025	Common	3,908		Direct	F3
transaction	UVSP	Restricted Stock Units	Award	$0	+1,863		$0.000000	1,863	15 Mar 2025	Common	1,863		Direct	F5, F6
transaction	UVSP	Performance Restricted Stock Units	Award	$0	+4,344		$0.000000	4,344	15 Mar 2025	Common	4,344		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 11,567.6724 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE 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.