Univest (UVSP) CEO exercises options and sells 13,933 common shares

Rhea-AI Filing Summary

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.

Insider Trade Summary

Net Seller: 13,933 shares ($570,014)

Net Sell 4 txns

Insider SCHWEITZER JEFFREY M

Role Chairman, President & CEO

Sold 13,933 shs ($570K)

Type	Security	Shares	Price	Value
Exercise	Stock Options (Right to Buy)	13,933	$0.00	--
Exercise	Common	13,933	$28.50	$397K
Sale	Common	13,933	$40.9111	$570K
holding	Common	--	--	--

Holdings After Transaction: Stock Options (Right to Buy) — 0 shares (Direct, null); Common — 124,446.104 shares (Direct, null); Common — 101.236 shares (Indirect, Child)

Footnotes (1)

1. INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $40.675 TO $41.09, INCLUSIVE. THE REPORTING PERSON UNDERTAKES TO PROVIDE TO UNIVEST FINANCIAL CORPORATION, ANY SECURITY HOLDER OF UNIVEST FINANCIAL CORPORATION, OR THE STAFF OF THE SECURITIES AND EXCHANGE COMMISSION, UPON REQUEST, FULL INFORMATION REGARDING THE NUMBER OF SHARES SOLD AT EACH SEPARATE PRICE WITHIN THE RANGES SET FORTH IN THIS FOOTNOTE. AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED.

Key Figures

Shares sold: 13,933 shares Weighted average sale price: $40.9111 per share Option exercise price: $28.50 per share +5 more

8 metrics

Shares sold 13,933 shares Open-market sale of common stock

Weighted average sale price $40.9111 per share Common stock sale price on transaction date

Option exercise price $28.50 per share Stock options (Right to Buy) exercise price

Direct holdings after transaction 110,513.1043 shares Common shares held directly post-transaction

Indirect child holdings 101.2362 shares Common shares held indirectly for a child

Dividend reinvestment shares 10,090.1043 shares Portion acquired via dividend reinvestment plan

Option shares exercised 13,933 shares Underlying common shares from stock options exercised

Option expiration date March 15, 2028 Original expiration of exercised stock options

Key Terms

Stock Options (Right to Buy), weighted average price, dividend reinvestment plan, open-market sale, +1 more

5 terms

Stock Options (Right to Buy) financial

"security_title: "Stock Options (Right to Buy)" linked to common shares"

weighted average price financial

"THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE."

Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.

dividend reinvestment plan financial

"INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN."

A dividend reinvestment plan lets shareholders automatically use cash dividends to buy more shares of the same company instead of receiving the money. It matters to investors because it turns regular payouts into a steady way to grow ownership and take advantage of compound returns—like having your savings automatically buy additional slices of a pie over time—while often reducing transaction costs and smoothing purchase timing.

open-market sale financial

"transaction_action: "open-market sale" for the common stock transaction"

An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.

derivative exercise/conversion financial

"transaction_action: "derivative exercise/conversion" for the option transactions"

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Form 4 Insider Transactions: What Each Field Means →

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

SCHWEITZER JEFFREY M

(Last) (First) (Middle)

14 NORTH MAIN STREET

PO BOX 197

(Street)

SOUDERTON PENNSYLVANIA 18964

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
UNIVEST FINANCIAL Corp [ UVSP ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chairman, President & CEO

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/08/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common	06/08/2026		M		13,933	A	$28.5	124,446.1043(1)	D
Common	06/08/2026		S		13,933	D	$40.9111	110,513.1043(1)(2)	D
Common								101.2362	I	Child

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Stock Options (Right to Buy)	$28.5	06/08/2026		M			13,933	03/15/2019(3)	03/15/2028	Common	13,933	$0	0	D

Explanation of Responses:

1. INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

2. THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $40.675 TO $41.09, INCLUSIVE. THE REPORTING PERSON UNDERTAKES TO PROVIDE TO UNIVEST FINANCIAL CORPORATION, ANY SECURITY HOLDER OF UNIVEST FINANCIAL CORPORATION, OR THE STAFF OF THE SECURITIES AND EXCHANGE COMMISSION, UPON REQUEST, FULL INFORMATION REGARDING THE NUMBER OF SHARES SOLD AT EACH SEPARATE PRICE WITHIN THE RANGES SET FORTH IN THIS FOOTNOTE.

3. AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED.

Remarks:

	/s/ Megan D. Santana, attorney-in-fact	06/09/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transaction did UVSP CEO Jeffrey Schweitzer report on this Form 4?

Jeffrey Schweitzer reported an option exercise and share sale involving 13,933 Univest (UVSP) common shares. He exercised stock options at $28.50 per share and sold the same number of shares in open-market transactions at a weighted average price of $40.9111 per share.

At what prices did the UVSP CEO exercise and sell his Univest shares?

The UVSP CEO exercised stock options at $28.50 per share and sold 13,933 Univest common shares at a weighted average price of $40.9111. Footnotes state the sales occurred in multiple trades between $40.675 and $41.09 per share, inclusive, on the reported date.

How many Univest (UVSP) shares does Jeffrey Schweitzer own after this Form 4?

After the reported transactions, Jeffrey Schweitzer holds 110,513.1043 Univest common shares directly. He also has indirect ownership of 101.2362 additional shares for a child, which the filing notes include 10,090.1043 shares acquired through the dividend reinvestment plan.

What type of derivative security did the UVSP CEO exercise in this filing?

The UVSP CEO exercised stock options, described as “Stock Options (Right to Buy)” on Univest common stock. These options covered 13,933 underlying shares at a conversion or exercise price of $28.50 per share and had an original expiration date of March 15, 2028.

Does this UVSP Form 4 show remaining stock options for the CEO after the exercise?

The Form 4 indicates the exercised stock option position now shows 0.0000 derivative shares remaining. The derivative section lists the stock options with 13,933 shares before exercise and a post-transaction balance of zero, suggesting this particular option grant was fully exercised.

How do Jeffrey Schweitzer’s UVSP stock options vest according to the filing?

A footnote explains that, at the grant date, Univest stock options become exercisable at 33.3% per year for three years, beginning on the stated exercisable date. This means the options vest in roughly equal annual installments over a three-year period before expiration.