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 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 Corporation filed a Form 8-K to furnish a press release announcing its 2025 fourth quarter and full year earnings. The filing notes that Univest Financial Corporation is the parent company of Univest Bank and Trust Co., and includes the press release as Exhibit 99.1.
The report is signed by the Senior Executive Vice President and Chief Financial Officer, Brian J. Richardson, and also includes a cover page formatted in Inline XBRL as Exhibit 104.
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.