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UNIVEST FINANCIAL Corp (UVSP) SEC Filings, Mar-Apr 2026

UVSP NASDAQ

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.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on UNIVEST FINANCIAL's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into UNIVEST FINANCIAL's regulatory disclosures and financial reporting.

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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.

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Pershing LLC submitted a Form 144 reporting a proposed sale of Common stock of UVSP. The filing lists a quantity labeled 13000 and other figures including 487630.00 and 27,949,173 with an apparent date of 04/27/2026. The excerpt also shows multiple historical open market purchases with per-trade share counts and dates.

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Univest Financial Corporation reported results of its Annual Meeting of Shareholders held on April 23, 2026. Holders of 28,083,533 common shares were entitled to vote.

Shareholders elected four Class III directors for three-year terms expiring in 2029. Support ranged from 21,131,082 votes for Robert C. Wonderling to 22,386,752 for Natalye Paquin, with broker non-votes of 1,808,019 on each director.

Shareholders also ratified KPMG LLP as independent registered public accounting firm for 2026 with 23,884,852 votes for, 466,638 against, and 18,428 abstentions. In addition, they approved on an advisory basis the compensation of named executive officers, with 21,929,235 votes for, 561,000 against, 71,664 abstentions, and 1,808,019 broker non-votes.

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Univest Financial Corporation reported stronger first quarter 2026 results. Net income was $27.1 million, up from $22.4 million a year earlier, with diluted earnings per share rising to $0.96 from $0.77, a 24.7% increase.

The quarterly dividend was raised 4.5% to $0.23 per share. Net interest income grew 11.6% year over year to $63.4 million, and the tax-equivalent net interest margin improved to 3.33% from 3.09%. Noninterest income also increased, helped by higher investment advisory and insurance fees.

Noninterest expense rose 6.8% to $52.7 million, including a $427 thousand restructuring charge tied to closing two underutilized facilities. Asset quality remained solid, with net loan and lease charge-offs at $1.3 million and the allowance for credit losses steady at 1.28% of loans. Univest repurchased 351,138 shares at an average price of $33.70 and ended the quarter with $8.1 billion in assets.

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Univest Financial Corporation reported that Kroll Bond Rating Agency (KBRA) affirmed the credit ratings of both the Corporation and Univest Bank and Trust Co. with a Stable Outlook as of April 1, 2026.

For the Corporation, KBRA affirmed a senior unsecured debt rating of BBB+, a subordinated debt rating of BBB, and a short-term debt rating of K2. For the Bank, KBRA affirmed a deposit rating of A-, senior unsecured debt rating of A-, subordinated debt rating of BBB+, and short-term deposit and debt ratings of K2.

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Univest Financial Corp: Amendment No. 3 to a Schedule 13G/A filed by The Vanguard Group reports 0 shares beneficially owned and 0% of the class. The filing states Vanguard completed an internal realignment on 01/12/2026, after which certain subsidiaries report holdings separately in reliance on SEC Release No. 34-39538. The filing is signed on 03/27/2026 by the Head of Global Fund Administration.

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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.

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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.

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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.

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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.

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FAQ

How many UNIVEST FINANCIAL (UVSP) SEC filings are available on StockTitan?

StockTitan tracks 65 SEC filings for UNIVEST FINANCIAL (UVSP), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for UNIVEST FINANCIAL (UVSP)?

The most recent SEC filing for UNIVEST FINANCIAL (UVSP) was filed on April 27, 2026.