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Univest Financial (UVSP) EVP exercises RSUs and receives new performance stock awards

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

Rhea-AI Filing Summary

Univest Financial Corp EVP & Chief Credit Officer Eleni S. Monios reported multiple equity compensation moves. On 2026-03-15, she exercised restricted stock units into 1,307 shares of common stock, with 444 shares withheld at $32.72 per share to satisfy tax obligations, resulting in 2,904 common shares held directly.

She also received new awards of 1,011 restricted stock units that vest in roughly one‑third increments over three years and 2,358 performance‑based restricted stock units. Each unit represents a contingent right to one common share, and the performance units can deliver up to 150% of the reported amount based on the company’s three‑year performance.

Positive

  • None.

Negative

  • None.
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*
Monios Eleni S

(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)
EVP & Chief Credit Officer
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 442 A $0 2,483(1) D
Common 03/15/2026 M 493 A $0 2,976(1) D
Common 03/15/2026 M 372 A $0 3,348(1) D
Common 03/15/2026 F 444 D $32.72 2,904 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 442 03/15/2024 03/15/2026 Common 442 $0 0 D
Restricted Stock Units (1) 03/15/2026 M 493 03/15/2025(2) 03/15/2027(2) Common 493 $0 493 D
Restricted Stock Units (1) 03/15/2026 M 372 03/15/2026(2) 03/15/2028(2) Common 372 $0 744 D
Restricted Stock Units (3) 03/15/2026 A 1,011 03/15/2027(2) 03/15/2029(2) Common 1,011 $0 1,011 D
Performance Restricted Stock Units (3) 03/15/2026 A 2,358 03/15/2029(4) 03/15/2029(4) Common 2,358 $0 2,358 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. 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.
3. EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.
4. 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/ Megan D. Santana, 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.
* 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 transactions did Univest Financial (UVSP) EVP Eleni Monios report?

Eleni S. Monios reported exercising restricted stock units into 1,307 common shares and a tax withholding of 444 shares at $32.72. She also received new grants of 1,011 time‑based RSUs and 2,358 performance RSUs linked to future company performance.

How many Univest Financial (UVSP) shares does Eleni Monios hold after this Form 4?

After these transactions, Eleni S. Monios directly holds 2,904 shares of Univest Financial common stock. This figure reflects RSU settlements into common shares and the 444 shares withheld to cover tax obligations, as reported in the non‑derivative transaction table.

What new restricted stock unit awards did Eleni Monios receive from Univest Financial (UVSP)?

She received 1,011 restricted stock units and 2,358 performance‑based restricted stock units. Each unit is a contingent right to receive one Univest Financial common share, subject to time‑based vesting for the RSUs and three‑year performance conditions for the performance RSUs.

How do the Univest Financial (UVSP) performance RSUs for Eleni Monios vest?

The performance‑based RSUs vest on the third anniversary of the grant date. At vesting, the actual shares awarded depend on Univest Financial’s three‑year performance, and the recipient may receive up to 150% of the 2,358 reported performance units.

What is the vesting schedule for Eleni Monios’s time‑based RSUs at Univest Financial (UVSP)?

The restricted stock units vest at 33.33% per year over three years, starting on the exercisable date indicated. Continued employment through each vesting date is required. Each vested unit settles into one share of Univest Financial common stock upon vesting.

Was the tax-related share disposition by Eleni Monios at Univest Financial (UVSP) an open-market sale?

No. The disposition of 444 common shares at $32.72 per share is coded F, meaning shares were withheld to pay tax obligations tied to equity vesting, not sold in an open‑market transaction, and does not reflect a discretionary share sale.
Univest Financial Corp

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