Welcome to our dedicated page for Univest Financial SEC filings (Ticker: UVSP), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Univest Financial Corporation (UVSP) SEC filings page brings together the company’s regulatory disclosures as a public issuer on The NASDAQ Stock Market. Univest files reports with the U.S. Securities and Exchange Commission as a Pennsylvania corporation and as the parent of Univest Bank and Trust Co. These filings provide detailed information about its commercial banking, wealth management and insurance operations, as well as its capital structure and governance.
Investors can use Univest’s annual reports on Form 10-K and quarterly reports on Form 10-Q to review comprehensive financial statements, segment information for banking, wealth management and insurance, loan and deposit data, asset quality metrics, liquidity and funding sources, and discussions of risk factors and management’s view of the business. Current reports on Form 8-K disclose material events such as quarterly earnings releases, capital markets transactions, amendments to bylaws and investor presentations.
Univest has reported the issuance of fixed-to-floating rate subordinated notes in a private placement, documented in a Form 8-K that describes the subordinated note purchase agreements, indenture, registration rights agreements and the intended use of proceeds, including the planned redemption of outstanding subordinated notes. Other 8-K filings furnish earnings press releases and slide presentations, and note whether certain information is furnished rather than filed for Exchange Act purposes.
On Stock Titan, these SEC filings are updated in step with EDGAR and are accompanied by AI-powered summaries that highlight key points from lengthy documents. Users can quickly understand the implications of Univest’s 10-K and 10-Q reports, as well as specific 8-K items related to results of operations, capital actions and governance changes. Filings related to capital instruments, such as subordinated notes intended to qualify as Tier 2 capital, can be reviewed alongside AI explanations that clarify their structure and role in Univest’s regulatory capital framework.
UNIVEST FINANCIAL Corp filed a Form 13F reporting institutional holdings valued at $1,886,198,403 across 452 reported positions. The filing lists 2 other included managers: Univest Bank & Trust Co. and GIRARD ADVISORY SERVICES, LLC. The report was signed by Beth Nauman.
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.