Univest Financial (UVSP) executive reports RSU vesting, grants and tax withholding

Rhea-AI Filing Summary

UNIVEST FINANCIAL Corp senior executive Megan D. Santana, Sr EVP, Chief Risk Officer and General Counsel, reported multiple stock-based compensation events on common shares. She exercised restricted stock units and performance-based restricted stock units into a total of 6,765 common shares, reflecting previously granted awards that vested.

On the same date, she received new grants of 1,692 restricted stock units and 3,946 performance-based restricted stock units, each representing a contingent right to one common share upon vesting. A total of 2,499 common shares were withheld at $32.72 per share to cover tax obligations, and 1,026 vested shares were cancelled after evaluation of performance factors.

Following these transactions, Santana directly owned 35,453.7595 common shares, including 13,403.7595 shares accumulated through the dividend reinvestment and employee stock purchase plans. The filing shows routine equity compensation activity rather than open-market buying or selling.

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

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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)
03/15/2026

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	03/15/2026		M		661	A	$0	32,874.7595(1)(2)	D
Common	03/15/2026		M		863	A	$0	33,737.7595(1)(2)	D
Common	03/15/2026		M		621	A	$0	34,358.7595(1)(2)	D
Common	03/15/2026		M		4,620	A	$0	38,978.7595(2)(3)	D
Common	03/15/2026		J		1,026(4)	D	$0	37,952.7595(2)	D
Common	03/15/2026		F		2,499	D	$32.72	35,453.7595(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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Restricted Stock Units	(1)	03/15/2026		M			661	03/15/2024	03/15/2026	Common	661	$0	0	D
Restricted Stock Units	(1)	03/15/2026		M			863	03/15/2025(5)	03/15/2027(5)	Common	863	$0	863	D
Restricted Stock Units	(1)	03/15/2026		M			621	03/15/2026(5)	03/15/2028(5)	Common	621	$0	1,242	D
Performance Restricted Stock Units	(3)	03/15/2026		M			4,620	03/15/2026	03/15/2026	Common	4,620	$0	0	D
Restricted Stock Units	(6)	03/15/2026		A		1,692		03/15/2027(5)	03/15/2029(5)	Common	1,692	$0	1,692	D
Performance Restricted Stock Units	(6)	03/15/2026		A		3,946		03/15/2029(7)	03/15/2029(7)	Common	3,946	$0	3,946	D

Explanation of Responses:

1. REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

2. INCLUDES 13,403.7595 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN.

3. REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS.

4. VESTED SHARES CANCELLED DUE TO EVALUATION OF PERFORMANCE FACTORS AFTER MEASUREMENT PERIOD.

5. 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.

6. EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.

7. 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.

Remarks:

	/s/ Brian J. Richardson, attorney-in-fact	03/17/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
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FAQ

What did Megan D. Santana report in the latest Univest (UVSP) Form 4?

Megan D. Santana reported vesting and exercise of equity awards into 6,765 common shares, new grants of restricted and performance-based stock units, tax withholding using 2,499 shares, and performance-based cancellation of 1,026 shares, ending with 35,453.7595 directly owned shares.

How many Univest (UVSP) shares does Megan Santana own after these transactions?

After the reported transactions, Megan D. Santana directly owns 35,453.7595 shares of Univest common stock. This total includes 13,403.7595 shares accumulated through the company’s dividend reinvestment plan and employee stock purchase plan, in addition to other directly held shares.

Were there any open-market buys or sells in Megan Santana’s Univest (UVSP) Form 4?

The Form 4 shows no open-market purchases or sales. Reported activity consists of derivative exercises of restricted and performance stock units, new stock-unit grants, a tax-withholding disposition of 2,499 shares, and a cancellation of 1,026 shares tied to performance evaluation.

What new equity awards did Megan Santana receive from Univest (UVSP)?

Megan D. Santana received 1,692 restricted stock units and 3,946 performance-based restricted stock units. Each unit represents a contingent right to one share of common stock, subject to time-based vesting or future company performance criteria specified in the award terms.

How were taxes handled on Megan Santana’s Univest (UVSP) equity vesting?

To satisfy tax obligations related to vesting and exercises, 2,499 common shares of Univest were withheld at $32.72 per share. This tax-withholding disposition is a non-market mechanism where shares are retained by the issuer instead of being sold on the open market.

What happened to the performance-based Univest (UVSP) shares in Megan Santana’s Form 4?

The filing shows exercise of performance-based restricted stock units into 4,620 common shares and cancellation of 1,026 vested shares after evaluation of performance factors. New performance-based restricted stock units totaling 3,946 were also granted, subject to future performance outcomes.