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 Sr EVP & Chief Risk Officer and General Counsel Megan D. Santana exercised stock options for 2,787 shares of common stock at $28.50 per share and sold 2,787 shares in an open-market transaction at a weighted average price of $40.8334 per share. Following these transactions, she holds 35,975.2625 common shares directly, including 13,925.2625 shares acquired through the dividend reinvestment plan and employee stock purchase plan.
Univest Financial Corp Senior EVP & CFO Brian J. Richardson exercised stock options for 2,090 shares of common stock at $28.50 per share and sold 2,090 shares in open-market transactions at a weighted average price of $40.904, within a $40.85–$40.96 range. Following these transactions, he directly holds 24,228.4353 common shares, which include 636.4353 shares acquired through the dividend reinvestment plan.
UNIVEST FINANCIAL Corp Chairman, President & CEO Jeffrey M. Schweitzer exercised stock options for 13,933 common shares at $28.50 per share and on the same day sold 13,933 shares in open-market transactions at a weighted average price of $40.9111 per share.
After these transactions, he holds 110,513.1043 common shares directly and 101.2362 shares indirectly for a child, which include 10,090.1043 shares acquired through a dividend reinvestment plan.
UNIVEST FINANCIAL Corp Senior EVP & COO Michael S. Keim exercised stock options and sold shares of common stock. He exercised options for 7,245 shares at $28.50 per share, then completed an open-market sale of 7,245 shares at a weighted average price of $38.7063, with individual sale prices ranging from $38.62 to $38.81. After these transactions, he directly holds 66,979.077 shares of common stock, which include 7,154.509 shares acquired through a dividend reinvestment plan. The exercised option grant vested in thirds over three years from its exercisable date.
FMR LLC filed Amendment No. 3 to a Schedule 13G/A reporting beneficial ownership of 1,902,323.63 shares of Univest Financial Corp common stock, representing 6.8% of the class as shown on the cover. The filing lists sole dispositive power of 1,902,323.63 shares and cites Exhibit 99 and a 13d-1(k)(1) agreement. Signature authority is shown as of 05/05/2026.
Univest Financial Corp filed a Form 13F reporting 444 information-table entries with an aggregate value of $1,780,741,205. The filing lists 2 other included managers and is signed by Beth Nauman on 05-01-2026.