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.
Univest Financial Corporation filings document the public-company record for a Pennsylvania financial holding company with Nasdaq-listed common stock under UVSP. Its reports include Form 8-K disclosures for quarterly and annual operating results, dividend announcements, credit rating updates, and material capital markets activity involving fixed-to-floating subordinated notes due 2035.
The company’s proxy and annual meeting filings cover director elections, auditor ratification, executive compensation votes, board governance and shareholder voting results. Other regulatory disclosures address note purchase agreements, exchange-offer matters for registered subordinated notes, exhibit filings, Inline XBRL cover pages, capital structure and formal events involving Univest Bank and Trust Co. and the corporation’s financial services subsidiaries.
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 Corporation is asking shareholders to vote at its April 23, 2026 annual meeting on three items: electing four Class III directors for terms expiring in 2029, ratifying KPMG LLP as independent auditor for 2026, and approving a non-binding say‑on‑pay proposal for named executive officers.
Shareholders of record at the close of business on February 6, 2026, when 28,083,533 common shares were outstanding, may attend in person in Pennsylvania or virtually and vote by proxy, online, phone, or at the meeting. The board recommends voting in favor of all proposals.
The proxy details strong 2025 performance, including diluted earnings per share growth of 21.3%, return on average assets of 1.11%, return on average equity of 9.90%, a 16.9% increase in PTPP‑NCO to $113.9 million, loan growth of 1.3%, deposit growth of 4.9%, and tangible book value per share growth of 11.3%. Univest repurchased 1,129,217 shares, about 3.9% of shares outstanding at year‑end 2024, and increased its dividend.
Executive pay is heavily performance-based: 48.1% of the CEO’s target compensation and an average of 39.7% for other named executives is at risk. 2025 annual incentives paid out at 122.9% of target, while 2023–2025 performance-based equity vested at 77.8% of target. The company highlights robust governance, independent board oversight, stock ownership requirements, a clawback policy, and restrictions on hedging and pledging of shares.
Univest Financial Corporation outlines its 2025 annual overview as a Pennsylvania-based bank holding company with total assets of $8.4 billion, net loans and leases of $6.8 billion, deposits of $7.1 billion and shareholders' equity of $943.3 million as of December 31, 2025.
Through Univest Bank and Trust Co. and affiliated wealth and insurance subsidiaries, it serves 19 Pennsylvania counties plus parts of New Jersey and Maryland, holding 4.0% combined deposit share in key counties. The report emphasizes competition, regulatory oversight, capital rules and community-focused operations.
Univest details 960 employees, extensive training and inclusion programs, and $2.2 million in 2025 community contributions. Major risk factors include interest rate and investment portfolio volatility, commercial credit concentration, liquidity and deposit funding risk, cybersecurity and AI-related operational risks, and evolving economic and regulatory conditions.
Univest Financial Corporation extended the deadline for its subordinated notes exchange offer. Holders of its outstanding 6.00% Fixed-to-Floating Subordinated Notes due 2035 issued in an unregistered offering on November 6, 2025 may now tender their notes until 5:00 p.m. Eastern time on February 11, 2026.
The offer exchanges these Old Notes for newly issued 6.00% Fixed-to-Floating Subordinated Notes due 2035 that are registered under the Securities Act. All other terms of the exchange offer remain as described in the prospectus for the offer, and UMB Bank, N.A. continues to act as exchange agent.
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.