SCHWEITZER JEFFREY M - 31 Dec 2023 Form 5 Insider Report for UNIVEST FINANCIAL Corp (UVSP)

Role: Chairman, President & CEO, Director
Signature: Megan D. Santana
Issuer symbol: UVSP
Transactions as of: 31 Dec 2023
Transactions value $: $0
Form type: 5
Filing time: 01 Feb 2024, 10:19:20 UTC
Previous filing: 29 Nov 2023
Next filing: 01 Feb 2024
SEC: View on sec.gov

Transactions Table

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Ownership	Footnotes
holding	UVSP	Common						77,652	31 Dec 2023	Direct	F1

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Underlying Class	Amount	Exercise Price	Ownership	Footnotes
holding	UVSP	Stock Options (Right to Buy)						955	31 Dec 2023	Common	955	$18.78	Direct	F2
holding	UVSP	Stock Options (Right to Buy)						9,000	31 Dec 2023	Common	9,000	$18.52	Direct	F2
holding	UVSP	Stock Options (Right to Buy)						13,622	31 Dec 2023	Common	13,622	$19.68	Direct	F2
holding	UVSP	Stock Options (Right to Buy)						12,277	31 Dec 2023	Common	12,277	$28.15	Direct	F2
holding	UVSP	Stock Options (Right to Buy)						13,933	31 Dec 2023	Common	13,933	$28.5	Direct	F2
holding	UVSP	Restricted Stock Units						1,478	31 Dec 2023	Common	1,478		Direct	F3, F4
holding	UVSP	Restricted Stock Units						3,298	31 Dec 2023	Common	3,298		Direct	F3, F4
holding	UVSP	Restricted Stock Units						6,318	31 Dec 2023	Common	6,318		Direct	F3, F4
holding	UVSP	Performance Restricted Stock Units						10,344	31 Dec 2023	Common	10,344		Direct	F3, F5
holding	UVSP	Performance Restricted Stock Units						11,538	31 Dec 2023	Common	11,538		Direct	F3, F5
holding	UVSP	Performance Restricted Stock Units						14,740	31 Dec 2023	Common	14,740		Direct	F3, F5

* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id	Content
F1	INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.
F2	AT THE GRANT DATE, STOCK OPTIONS WERE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED.
F3	EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.
F4	RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE.
F5	THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS.