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Univest Financial (UVSP) CFO sells 2,090 shares after option exercise

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Univest Financial Corp Senior EVP & CFO Brian J. Richardson exercised stock options for 2,090 shares of common stock at $28.50 per share and sold 2,090 shares in open-market transactions at a weighted average price of $40.904, within a $40.85–$40.96 range. Following these transactions, he directly holds 24,228.4353 common shares, which include 636.4353 shares acquired through the dividend reinvestment plan.

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Insider Richardson Brian J
Role Sr EVP & CFO
Sold 2,090 shs ($85K)
Type Security Shares Price Value
Exercise Stock Options (Right to Buy) 2,090 $0.00 --
Exercise Common 2,090 $28.50 $60K
Sale Common 2,090 $40.904 $85K
Holdings After Transaction: Stock Options (Right to Buy) — 0 shares (Direct, null); Common — 26,318.435 shares (Direct, null)
Footnotes (1)
  1. INCLUDES 636.4353 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $40.85 TO $40.96, INCLUSIVE. THE REPORTING PERSON UNDERTAKES TO PROVIDE TO UNIVEST FINANCIAL CORPORATION, ANY SECURITY HOLDER OF UNIVEST FINANCIAL CORPORATION, OR THE STAFF OF THE SECURITIES AND EXCHANGE COMMISSION, UPON REQUEST, FULL INFORMATION REGARDING THE NUMBER OF SHARES SOLD AT EACH SEPARATE PRICE WITHIN THE RANGES SET FORTH IN THIS FOOTNOTE. AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED.
Shares sold 2,090 shares Common stock sold in open market on 2026-06-08
Weighted average sale price $40.904 per share Open-market sales range $40.85–$40.96 on 2026-06-08
Options exercise price $28.50 per share Exercise of options into 2,090 common shares
Shares owned after transactions 24,228.4353 shares Direct Univest common stock holdings post-transaction
Dividend reinvestment plan shares 636.4353 shares Portion of direct holdings via dividend reinvestment plan
Option expiration date March 15, 2028 Expiration of exercised stock options grant
weighted average price financial
"THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE."
Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.
dividend reinvestment plan financial
"INCLUDES 636.4353 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN."
A dividend reinvestment plan lets shareholders automatically use cash dividends to buy more shares of the same company instead of receiving the money. It matters to investors because it turns regular payouts into a steady way to grow ownership and take advantage of compound returns—like having your savings automatically buy additional slices of a pie over time—while often reducing transaction costs and smoothing purchase timing.
Stock Options (Right to Buy) financial
"security_title: "Stock Options (Right to Buy)""
derivative exercise/conversion financial
"transaction_action: "derivative exercise/conversion" for option exercise"
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Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4UNITED 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*
Richardson Brian J
(Last)(First)(Middle)
14 NORTH MAIN STREET
PO BOX 197
(Street)
SOUDERTON PENNSYLVANIA 18964
(City)(State)(Zip)
UNITED STATES
(Country)		2. Issuer Name and Ticker or Trading Symbol
UNIVEST FINANCIAL Corp [ UVSP ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Sr EVP & CFO
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/08/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
Common06/08/2026M2,090A$28.526,318.4353(1)D
Common06/08/2026S2,090D$40.90424,228.4353(1)(2)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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Stock Options (Right to Buy)$28.506/08/2026M2,09003/15/2019(3)03/15/2028Common2,090$00D
Explanation of Responses:
1. INCLUDES 636.4353 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.
2. THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $40.85 TO $40.96, INCLUSIVE. THE REPORTING PERSON UNDERTAKES TO PROVIDE TO UNIVEST FINANCIAL CORPORATION, ANY SECURITY HOLDER OF UNIVEST FINANCIAL CORPORATION, OR THE STAFF OF THE SECURITIES AND EXCHANGE COMMISSION, UPON REQUEST, FULL INFORMATION REGARDING THE NUMBER OF SHARES SOLD AT EACH SEPARATE PRICE WITHIN THE RANGES SET FORTH IN THIS FOOTNOTE.
3. AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED.
Remarks:
/s/ Megan D. Santana, attorney-in-fact06/09/2026
** Signature of Reporting PersonDate
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.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What did Univest (UVSP) CFO Brian Richardson report in this Form 4?

Brian Richardson reported exercising options for 2,090 Univest common shares at $28.50 each and selling 2,090 shares in open-market trades at a weighted average price of $40.904, reflecting a routine option exercise-and-sale transaction.

How many Univest (UVSP) shares did the CFO sell and at what price?

He sold 2,090 Univest common shares in open-market transactions at a weighted average price of $40.904 per share, with individual sale prices ranging from $40.85 to $40.96, according to the Form 4 disclosure and accompanying footnote.

At what price were the Univest (UVSP) stock options exercised by the CFO?

The stock options were exercised for 2,090 underlying Univest common shares at an exercise price of $28.50 per share. These options were originally granted with vesting at 33.3% per year over three years beginning on the stated exercisable date.

How many Univest (UVSP) shares does the CFO own after these transactions?

After the reported option exercise and share sale, Brian Richardson directly owns 24,228.4353 Univest common shares. This total includes 636.4353 shares that were accumulated through the company’s dividend reinvestment plan, as noted in the Form 4 footnote.

What does the Form 4 say about Univest (UVSP) dividend reinvestment plan shares?

The filing states that 636.4353 of Brian Richardson’s Univest common shares were acquired through the dividend reinvestment plan. This means a portion of his holdings comes from automatically reinvested cash dividends into additional company shares.