SCHWEITZER JEFFREY M - 31 Dec 2024 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 2024
Net transactions value
$0
Form type
5
Filing time
30 Jan 2025, 10:41:04 UTC
Previous filing
19 Sep 2024
Next filing
19 Mar 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding UVSP Common 90,187 31 Dec 2024 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) 12,277 31 Dec 2024 Common 12,277 $28.15 Direct F2
holding UVSP Stock Options (Right to Buy) 13,933 31 Dec 2024 Common 13,933 $28.50 Direct F2
holding UVSP Restricted Stock Units 1,649 31 Dec 2024 Common 1,649 Direct F3, F4
holding UVSP Restricted Stock Units 4,212 31 Dec 2024 Common 4,212 Direct F3, F4
holding UVSP Restricted Stock Units 8,037 31 Dec 2024 Common 8,037 Direct F3, F4
holding UVSP Performance Restricted Stock Units 11,538 31 Dec 2024 Common 11,538 Direct F3, F5
holding UVSP Performance Restricted Stock Units 14,740 31 Dec 2024 Common 14,740 Direct F3, F5
holding UVSP Performance Restricted Stock Units 18,748 31 Dec 2024 Common 18,748 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.