Jeffrey M. Schweitzer - Dec 31, 2024 Form 5 Insider Report for UNIVEST FINANCIAL Corp (UVSP)

Role
Chairman, President & CEO, Director
Signature
Megan D. Santana
Stock symbol
UVSP
Transactions as of
Dec 31, 2024
Transactions value $
$0
Form type
5
Date filed
1/30/2025, 10:41 AM
Previous filing
Sep 19, 2024
Next filing
Mar 19, 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding UVSP Common 90.2K Dec 31, 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) 12.3K Dec 31, 2024 Common 12.3K $28.15 Direct F2
holding UVSP Stock Options (Right to Buy) 13.9K Dec 31, 2024 Common 13.9K $28.50 Direct F2
holding UVSP Restricted Stock Units 1.65K Dec 31, 2024 Common 1.65K Direct F3, F4
holding UVSP Restricted Stock Units 4.21K Dec 31, 2024 Common 4.21K Direct F3, F4
holding UVSP Restricted Stock Units 8.04K Dec 31, 2024 Common 8.04K Direct F3, F4
holding UVSP Performance Restricted Stock Units 11.5K Dec 31, 2024 Common 11.5K Direct F3, F5
holding UVSP Performance Restricted Stock Units 14.7K Dec 31, 2024 Common 14.7K Direct F3, F5
holding UVSP Performance Restricted Stock Units 18.7K Dec 31, 2024 Common 18.7K 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.