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Univest Financial Corp (UVSP) CFO discloses 1,500-share stock trade

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

Rhea-AI Filing Summary

Univest Financial Corp executive Megan D. Santana, Sr EVP & CFO, reported insider stock transactions dated 12/12/2025. She exercised stock options to acquire 1,500 shares of common stock at $ 28.15 per share and, on the same day, sold 1,500 common shares at $ 34.45.

After these transactions, she directly owns 20,446.4353 Univest Financial Corp shares, including 636.4353 shares acquired through a dividend reinvestment plan. The exercised options were granted on 01/31/2018 with an exercise price of $ 28.15, were exercisable in 33.3% annual installments over three years, and now show 0 options remaining from this grant ahead of their 01/31/2027 expiration date.

Positive

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Negative

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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*
Richardson Brian J

(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) Other (specify below)
Sr EVP & CFO
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 1,500 A $28.15 21,946.4353 D(1)
Common 12/12/2025 S 1,500 D $34.45 20,446.4353 D(1)
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 1,500 01/31/2018(2) 01/31/2027 Common 1,500 $0 0 D
Explanation of Responses:
1. INCLUDES 636.4353 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT 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.
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.

FAQ

What insider stock transactions did Univest Financial Corp (UVSP) report for its CFO?

Megan D. Santana, Sr EVP & CFO of Univest Financial Corp, reported that on 12/12/2025 she exercised stock options to acquire 1,500 common shares at $ 28.15 and sold 1,500 common shares at $ 34.45.

How many UVSP shares did Megan D. Santana own after the reported transactions?

Following the reported transactions, Megan D. Santana directly owned 20,446.4353 shares of Univest Financial Corp common stock, as disclosed in the filing.

What prices were involved in Megan D. Santanas Univest Financial Corp stock option exercise and share sale?

She exercised stock options at an exercise price of $ 28.15 per share and sold common shares at $ 34.45 per share on 12/12/2025.

How many Univest Financial Corp shares were tied to the stock option exercise reported by the CFO?

The reported stock option transaction involved 1,500 options to buy Univest Financial Corp common shares, all of which were exercised on 12/12/2025, leaving 0 options from this grant outstanding.

What is the background of the Univest Financial Corp stock options exercised by the CFO?

The stock options were granted on 01/31/2018 with an exercise price of $ 28.15 and an expiration date of 01/31/2027. They were exercisable at 33.3% per year for three years starting from the exercisable date indicated, and now show 0 options remaining from this grant.

Do Megan D. Santanas reported Univest Financial Corp holdings include dividend reinvestment shares?

Yes. The filing notes that her holdings include 636.4353 shares acquired through a dividend reinvestment plan, which are part of the disclosed 20,446.4353 directly owned shares.

Univest Financial Corp

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