Every Form 4 that Univest Financial Corporation (UVSP) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow UVSP and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full UVSP filings page.
UNIVEST FINANCIAL Corp (UVSP) director Thomas M. Petro reported selling 5,000 shares of common stock on 2026-08-24 at $41.69 per share in an open-market or private transaction. Following this sale, he directly held 47,238.5806 shares, including 1,559.5806 shares acquired through a Dividend Reinvestment Plan, and indirectly held 44 shares through his spouse.
UNIVEST FINANCIAL Corp director Michael L. Turner reported an open-market sale of 8,000 shares of common stock on 2026-08-13 at a weighted average price of $43.035 per share. The shares were sold in multiple trades between $42.9386 and $43.2336. After the sale, Turner holds 24,684.0723 shares directly, including 2,368.0723 shares acquired through a Dividend Reinvestment Plan.
UNIVEST FINANCIAL Corp Sr EVP & Chief Risk Officer and General Counsel Megan D. Santana exercised stock options for 2,787 shares of common stock at $28.50 per share and sold 2,787 shares in an open-market transaction at a weighted average price of $40.8334 per share. Following these transactions, she holds 35,975.2625 common shares directly, including 13,925.2625 shares acquired through the dividend reinvestment plan and employee stock purchase plan.
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.
UNIVEST FINANCIAL Corp Chairman, President & CEO Jeffrey M. Schweitzer exercised stock options for 13,933 common shares at $28.50 per share and on the same day sold 13,933 shares in open-market transactions at a weighted average price of $40.9111 per share.
After these transactions, he holds 110,513.1043 common shares directly and 101.2362 shares indirectly for a child, which include 10,090.1043 shares acquired through a dividend reinvestment plan.
UNIVEST FINANCIAL Corp Senior EVP & COO Michael S. Keim exercised stock options and sold shares of common stock. He exercised options for 7,245 shares at $28.50 per share, then completed an open-market sale of 7,245 shares at a weighted average price of $38.7063, with individual sale prices ranging from $38.62 to $38.81. After these transactions, he directly holds 66,979.077 shares of common stock, which include 7,154.509 shares acquired through a dividend reinvestment plan. The exercised option grant vested in thirds over three years from its exercisable date.
Univest Financial Corp director Natalye Paquin reported an open-market sale of 13,000 shares of the company’s common stock. The weighted average sale price was $37.80 per share, with individual trades executed between $37.78 and $37.885.
After these transactions, Paquin directly holds 17,004.4283 shares of Univest Financial common stock, including 1,355.4283 shares that were acquired through the company’s dividend reinvestment plan.
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.
UNIVEST FINANCIAL Corp Senior EVP & CFO Brian J. Richardson reported several equity compensation transactions involving restricted stock units tied to common shares. He exercised or settled derivative awards into a total of 7,964 shares of common stock, reflecting the vesting of time-based and performance-based restricted stock units.
As part of these events, 2,973 common shares were withheld at $32.72 per share to cover tax obligations, and 1,209 vested shares were cancelled after an evaluation of performance factors. Richardson also received new grants of 1,920 restricted stock units and 4,476 performance-based restricted stock units, each representing a contingent right to receive one share of common stock upon vesting.
Following these transactions, Richardson directly holds 24,228.4353 shares of common stock. The filing shows routine equity compensation activity with no open-market purchases or sales.
UNIVEST FINANCIAL Corp Chairman, President & CEO Jeffrey M. Schweitzer reported multiple equity compensation transactions on March 15, 2026. He exercised and settled 21,434 restricted and performance-based stock units into an equal number of common shares, at no cash exercise price.
The filing shows new grants of 5,067 restricted stock units and 11,820 performance-based restricted stock units, which vest over future years based on service and performance conditions. To cover tax obligations on the vesting, 8,018 common shares were withheld at $32.72 per share, a non‑market disposition.
After these transactions, Schweitzer directly holds 110,513.1043 common shares and has an indirect holding of 100.632 shares through a child account. The activity is primarily compensation-related, with no open-market purchases or sales reported.
UNIVEST FINANCIAL Corp executive Patrick C. McCormick, SEVP & Chief Commercial Bank Officer, reported multiple equity compensation transactions in company stock. On the reported date, he acquired a total of 5,138 shares of common stock through the vesting and settlement of restricted stock units and performance-based restricted stock units.
To cover tax obligations, 1,249 common shares were withheld at a price of $32.72 per share, and 760 vested shares were cancelled following an evaluation of performance factors after the measurement period. McCormick also received new awards of 1,857 restricted stock units and 4,332 performance-based restricted stock units, each representing contingent rights to common shares, and directly held about 11,099 common shares after these transactions.
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.
UNIVEST FINANCIAL Corp Senior EVP & COO Michael S. Keim reported multiple equity compensation transactions involving restricted stock units and common shares. On 2026-03-15, he exercised or settled 11,756 restricted and performance-based stock units into an equal number of common shares at a stated price of $0.0000 per unit.
Of the resulting common shares, 4,348 were disposed of at $32.7200 per share to cover tax obligations, while 1,786 common shares were cancelled based on performance evaluations after the measurement period. Following these transactions, he directly held 66,979.077 common shares, including 7,154.509 acquired through a dividend reinvestment plan.
Keim also received new awards of 2,826 restricted stock units and 6,588 performance-based restricted stock units. The time-based units vest in three equal annual installments starting on 2027-03-15, and each unit converts into one common share upon vesting. The performance-based units vest on the third anniversary of grant, with the actual shares awarded based on company performance over the three-year period, up to 150% of the 6,588 reported units.
Univest Financial Corp director Todd S. Benning reported equity compensation activity involving restricted stock units (RSUs) and common shares. On January 31, 2026, 1,766 RSUs vested and were settled into 1,766 shares of common stock at a price of $0 per share.
Following this vesting, Benning directly owned 16,126.8935 shares of common stock, which includes 120.8935 shares acquired through a dividend reinvestment plan. On the same date, he also received a new grant of 1,283 RSUs, each representing a contingent right to one share of common stock, scheduled to vest on January 31, 2028 assuming continued service.
Univest Financial Corp director Connor Martin reported routine equity compensation activity. On January 31, 2026, 1,766 restricted stock units vested and were settled into 1,766 shares of common stock at an exercise price of $0, increasing his directly held common stock to 8,076 shares.
On the same date, he received a new grant of 1,283 restricted stock units, each representing a right to one share of common stock that vests on January 31, 2028, assuming continued service. After these transactions he directly holds 8,076 common shares and 1,283 restricted stock units.
Univest Financial Corp director Natalye Paquin reported equity transactions involving company stock and restricted stock units. On January 31, 2026, 1,766 restricted stock units vested, settling into 1,766 shares of common stock at $0 exercise price, increasing her directly held common shares to 29,351.6387.
The same day, she received a new grant of 1,283 restricted stock units, which are scheduled to vest on January 31, 2028, each representing the right to one share upon vesting. On February 2, 2026, she purchased 580 common shares at $34.579 per share, bringing her direct common share holdings to 29,931.6387, including 1,282.6387 shares acquired through a dividend reinvestment plan.
Univest Financial Corp director Thomas M. Petro reported equity compensation activity on January 31, 2026. On that date, 1,766 restricted stock units vested and were settled into 1,766 shares of common stock at $0 per share, increasing his direct common stock holdings to 52,030.5427 shares, including 1,351.5427 shares acquired through a dividend reinvestment plan.
He also received a new grant of 1,283 restricted stock units on January 31, 2026, which are scheduled to vest on January 31, 2028, assuming continued service. In addition, 44 common shares are held indirectly through his spouse. Each restricted stock unit represents a contingent right to receive one share of common stock upon vesting.
Univest Financial director Michael L. Turner reported routine equity compensation activity. On January 31, 2026, 1,766 restricted stock units vested and were settled into 1,766 shares of common stock at a price of $0 per share. After this settlement, he directly owned 32,504.2574 common shares, which includes 2,188.2574 shares acquired through the dividend reinvestment plan. On the same date, he received a new grant of 1,283 restricted stock units, each representing a contingent right to receive one share of common stock, scheduled to vest on January 31, 2028 assuming continued service through that date.
Univest Financial director Robert C. Wonderling reported routine equity compensation activity. On January 31, 2026, 1,766 restricted stock units converted into the same number of common shares at $0, increasing his directly held common stock to 19,372.5296 shares, including 1,013.5296 shares from the dividend reinvestment plan. On the same date, he received a new grant of 1,283 restricted stock units, each representing a contingent right to one common share, scheduled to vest on January 31, 2028 assuming continued service.
Univest Financial Corp director Charles H. Zimmerman reported equity compensation activity involving company stock. On January 31, 2026, 1,766 restricted stock units vested and settled into 1,766 shares of common stock at a price of $0 per share. After this settlement, he directly owned 17,418.9409 common shares, including 1,723.755 shares acquired through the dividend reinvestment plan. On the same date, he was also granted 1,283 new restricted stock units, each representing a contingent right to receive one share of common stock that is scheduled to vest on January 31, 2028, assuming continued service.
Univest Financial Corp director Anne Vazquez reported equity compensation activity on January 31, 2026. She converted 1,766 restricted stock units into the same number of common shares at $0 per share upon vesting, increasing her directly held common stock to 8,016 shares.
On the same date, she received a new grant of 1,283 restricted stock units, each representing a contingent right to one share of common stock. These units are scheduled to vest on January 31, 2028, assuming continued service, leaving her with 1,283 RSUs directly held after the transactions.
Univest Financial Corp director awarded restricted stock units
Univest Financial Corp director Domenick A. Cama reported receiving 1,283 restricted stock units of the company on January 31, 2026. Each unit represents a contingent right to receive one share of common stock when it vests.
The 1,283 restricted stock units are held directly and are scheduled to vest on January 31, 2028, assuming Mr. Cama continues to serve through the vesting date. No cash price was paid for the award, which was reported as acquired at $0 per unit.
Univest Financial Corp director Suzanne Keenan reported routine equity compensation activity. On 01/31/2026, 1,766 restricted stock units vested and were settled into the same number of common shares at an exercise price of $0, increasing her directly held common stock to 16,075 shares.
She also received a new award of 1,283 restricted stock units on the same date, which are scheduled to vest on 01/31/2028, assuming continued service. In addition, 3,000 common shares are reported as indirectly owned through her spouse, reflecting family holdings in Univest Financial.
Univest Financial Corp director Joseph P. Beebe reported equity compensation activity on January 31, 2026. He exercised 1,766 restricted stock units, which settled into the same number of common shares at a price of $0 per share, leaving him with 12,166 common shares held directly.
On the same date, he received a new award of 1,283 restricted stock units. These units each represent a contingent right to receive one share of common stock and are scheduled to vest on January 31, 2028, assuming continued service through that vesting date.
Univest Financial Corp's Chairman, President & CEO reported exercising stock options and selling common shares. On 12/12/2025, the insider exercised options to acquire 12,277 shares of common stock at an exercise price of $28.15 per share and then sold 12,277 shares at a weighted average price of $34.9858 per share, with individual sale prices ranging from $34.75 to $35.515.
Following these transactions, the insider directly beneficially owns 100,570.1043 Univest Financial common shares, which includes 10,090.1043 shares acquired through the company’s dividend reinvestment plan. The reported option grant originally covered 12,277 shares and was scheduled to vest at 33.3% per year over three years starting from its exercisable date.
Univest Financial Corp executive Megan D. Santana, Senior EVP & COO, reported an insider transaction involving stock options and common shares. On 12/12/2025 she exercised stock options for 6,696 shares of common stock at $28.15 per share and then sold 6,696 common shares in multiple transactions at a weighted average price of $34.0707, with individual trades occurring within a disclosed price range. Following these transactions she directly beneficially owned 61,357.077 common shares, which includes 7,154.509 shares acquired through the dividend reinvestment plan.
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.
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.
Univest Financial (UVSP) reported insider buying by Director Megan D. Santana. On 11/10/2025, she purchased 200 common shares at $29.83 and 455 shares at $29.7993 (Transaction code: P). Following these trades, she directly beneficially owned 27,515.054 shares. The holdings figure includes 1,212.054 shares acquired through the company’s dividend reinvestment plan.