Univest Financial executive reports option exercise and sale

Univest Financial Corp executive Megan D. Santana, Sr EVP and Chief Risk Officer, reported stock transactions in company common shares.

Accepted by SEC EDGAR 12/15/2025 - 03:51 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

Univest Financial Corp executive Megan D. Santana, Sr EVP and Chief Risk Officer, reported stock transactions in company common shares. On December 12, 2025 she exercised 2,522 stock options at $28.15 per share, acquiring 2,522 common shares, and sold 2,522 common shares at $35.45 per share. After these transactions, she directly beneficially owned 32,011.4351 common shares, including 13,201.4351 shares acquired through a dividend reinvestment plan and an employee stock purchase plan. The exercised option grant covered 2,522 shares at a $28.15 exercise price and was fully used, leaving no options from that grant outstanding.

Insider Trade Summary

Exercise and Sale: 2,522 shares ($18K approx. pre-tax spread)

Exercise and Sale 3 txns

Insider Santana Megan D

Role Sr EVP & Chief Risk Officer

Sold 2,522 shs ($89K)

Approx. gross sale proceeds $89K

Approx. exercise cost $71K

Approx. pre-tax spread $18K

Type	Security	Shares	Price	Value
Exercise	Stock Options (Right to Buy)	2,522	$0.00	$0.00
Exercise	Common	2,522	$28.15	$71K
Sale	Common	2,522	$35.45	$89K

Holdings After Transaction: Stock Options (Right to Buy) — 0 contracts (Direct); Common — 32,011.4351 shares (Direct)

Footnotes (2)

1. F1. INCLUDES 13,201.4351 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN.
2. F2. AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did Univest Financial Corp (UVSP) report for Megan D. Santana?

The filing shows that Megan D. Santana exercised 2,522 stock options at $28.15 per share and sold 2,522 common shares at $35.45 on December 12, 2025.

How many Univest Financial (UVSP) shares did Megan D. Santana sell and at what price?

She sold 2,522 Univest Financial common shares at a price of $35.45 per share.

How many Univest Financial (UVSP) shares does Megan D. Santana own after the reported transactions?

After the reported transactions, Megan D. Santana directly beneficially owned 32,011.4351 Univest Financial common shares.

What stock options did Megan D. Santana exercise in the latest Univest Financial (UVSP) Form 4?

She exercised 2,522 stock options with an exercise price of $28.15 per share, covering 2,522 underlying common shares, and the remaining options from that grant were reduced to 0.

How were some of Megan D. Santanas Univest Financial (UVSP) shares acquired?

The filing notes that her holdings include 13,201.4351 shares acquired through a dividend reinvestment plan and an employee stock purchase plan.

What is Megan D. Santanas role at Univest Financial Corp (UVSP)?

She is listed as an officer with the title Senior Executive Vice President & Chief Risk Officer and is also identified as General Counsel.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

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SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Santana Megan D

(Last) (First) (Middle)

14 NORTH MAIN STREET

PO BOX 197

(Street)

SOUDERTON PA 18964

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
UNIVEST FINANCIAL Corp [ UVSP ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)	X	Other (specify below)
	Sr EVP & Chief Risk Officer		General Counsel

3. Date of Earliest Transaction (Month/Day/Year)
12/12/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common	12/12/2025		M		2,522	A	$28.15	34,533.4351(1)	D
Common	12/12/2025		S		2,522	D	$35.45	32,011.4351(1)	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Stock Options (Right to Buy)	$28.15	12/12/2025		M			2,522	01/31/2018(2)	01/31/2027	Common	2,522	$0	0	D

Explanation of Responses:

1. INCLUDES 13,201.4351 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN.

2. AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED.

Remarks:

	Megan D. Santana	12/15/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
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