Brian J. Richardson - 31 Dec 2024 Form 5 Insider Report for UNIVEST FINANCIAL Corp (UVSP)

Role
Sr EVP & CFO
Signature
Megan D. Santana
Issuer symbol
UVSP
Transactions as of
31 Dec 2024
Transactions value $
$0
Form type
5
Date filed
30 Jan 2025, 10:36
Previous filing
19 Mar 2024
Next filing
19 Mar 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding UVSP Common 16.4K 31 Dec 2024 Direct F1

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
holding UVSP Stock Options (Right to Buy) 1.5K 31 Dec 2024 Common 1.5K $28.15 Direct F2
holding UVSP Stock Options (Right to Buy) 2.09K 31 Dec 2024 Common 2.09K $28.50 Direct F2
holding UVSP Restricted Stock Units 654 31 Dec 2024 Common 654 Direct F3, F4
holding UVSP Restricted Stock Units 1.56K 31 Dec 2024 Common 1.56K Direct F3, F4
holding UVSP Restricted Stock Units 3.06K 31 Dec 2024 Common 3.06K Direct F3, F4
holding UVSP Performance Restricted Stock Units 4.58K 31 Dec 2024 Common 4.58K Direct F3, F5
holding UVSP Performance Restricted Stock Units 5.44K 31 Dec 2024 Common 5.44K Direct F3, F5
holding UVSP Performance Restricted Stock Units 7.13K 31 Dec 2024 Common 7.13K Direct F3, F5
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 INCLUDES 636.4353 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.
F2 AT THE GRANT DATE, STOCK OPTIONS WERE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED.
F3 EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.
F4 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.
F5 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.