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 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.
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.