Univest Financial Corp is engaged in domestic banking services for individuals, businesses, municipalities and non-profit organizations. The bank has three operating segments; Banking segment provides financial services including a full range of banking services such as deposit taking, loan origination, and servicing, mortgage banking, other general banking services, and equipment lease financing, Wealth Management segment offers investment advisory, financial planning, trust and brokerage services, and The Insurance segment includes a full-service insurance brokerage agency offering commercial property and casualty insurance, employee benefits solutions, personal insurance lines and human resources consulting. It generates majority of its revenue from the banking segment.
| Form 4 transaction type | Transactions | Shares | Total value |
|---|---|---|---|
| Open-market sale | 5 | 31,810 | $1.32M |
| Option exercise | 6 | 37,620 |
Dollar totals are shown for open-market purchases and sales only. Grants, option exercises, gifts and tax withholding are reported by share count because they are not trades at a market price.
29 Form 4 filings on record, the earliest from Nov 4, 2024, newest first.
| Date | Insider | Transaction | Security | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Thomas M. Petro - Director | Open-market sale | Common | 5,000 | $41.69 | $208K | |
| Open-market sale | Common | 8,000 | $43.04 | $344K | ||
| Megan D. Santana - Officer | Option exercise | Common | 2,787 | $28.50 | $79K | |
| Megan D. Santana - Officer | Open-market sale | Common | 2,787 | $40.83 | $114K | |
| Megan D. Santana - Officer | Option exercise | Stock Options (Right to Buy) | 2,787 | $0.00 | - | |
| Brian J. Richardson - Officer | Option exercise | Common | 2,090 | $28.50 | $60K | |
| Brian J. Richardson - Officer | Open-market sale | Common | 2,090 | $40.90 | $85K | |
| Brian J. Richardson - Officer | Option exercise | Stock Options (Right to Buy) | 2,090 | $0.00 | - | |
| Jeffrey M. Schweitzer - Officer | Option exercise | Common | 13,933 | $28.50 | $397K | |
| Jeffrey M. Schweitzer - Officer | Open-market sale | Common | 13,933 | $40.91 | $570K | |
| Jeffrey M. Schweitzer - Officer | Option exercise | Stock Options (Right to Buy) | 13,933 | $0.00 | - | |
| Option exercise | Common | 7,245 | $28.50 | $206K | ||
| Open-market sale | Common | 7,245 | $38.71 | $280K | ||
| Option exercise | Stock Options (Right to Buy) | 7,245 | $0.00 | - | ||
| Open-market sale | Common | 13,000 | $37.80 | $491K | ||
| Eleni S. Monios - Officer | Tax withholding / forfeiture | Common | 444 | $32.72 | $15K | |
| Eleni S. Monios - Officer | Option exercise | Common | 442 | $0.00 | - | |
| Eleni S. Monios - Officer | Option exercise | Common | 493 | $0.00 | - | |
| Eleni S. Monios - Officer | Option exercise | Common | 372 | $0.00 | - | |
| Eleni S. Monios - Officer | Option exercise | Restricted Stock Units | 442 | $0.00 | - | |
| Eleni S. Monios - Officer | Option exercise | Restricted Stock Units | 493 | $0.00 | - | |
| Eleni S. Monios - Officer | Option exercise | Restricted Stock Units | 372 | $0.00 | - | |
| Eleni S. Monios - Officer | Grant or award | Restricted Stock Units | 1,011 | $0.00 | - | |
| Eleni S. Monios - Officer | Grant or award | Performance Restricted Stock Units | 2,358 | $0.00 | - | |
| Brian J. Richardson - Officer | Option exercise | Common | 778 | $0.00 | - | |
| Brian J. Richardson - Officer | Option exercise | Common | 1,020 | $0.00 | - | |
| Brian J. Richardson - Officer | Option exercise | Common | 722 | $0.00 | - | |
| Brian J. Richardson - Officer | Option exercise | Common | 5,444 | $0.00 | - | |
| Brian J. Richardson - Officer | Other | Common | 1,209 | $0.00 | - | |
| Brian J. Richardson - Officer | Tax withholding / forfeiture | Common | 2,973 | $32.72 | $97K | |
| Brian J. Richardson - Officer | Option exercise | Restricted Stock Units | 778 | $0.00 | - | |
| Brian J. Richardson - Officer | Option exercise | Restricted Stock Units | 1,020 | $0.00 | - | |
| Brian J. Richardson - Officer | Option exercise | Restricted Stock Units | 722 | $0.00 | - | |
| Brian J. Richardson - Officer | Option exercise | Performance Restricted Stock Units | 5,444 | $0.00 | - | |
| Brian J. Richardson - Officer | Grant or award | Restricted Stock Units | 1,920 | $0.00 | - | |
| Brian J. Richardson - Officer | Grant or award | Performance Restricted Stock Units | 4,476 | $0.00 | - | |
| Jeffrey M. Schweitzer - Officer | Option exercise | Common | 2,106 | $0.00 | - | |
| Jeffrey M. Schweitzer - Officer | Option exercise | Common | 2,679 | $0.00 | - | |
| Jeffrey M. Schweitzer - Officer | Option exercise | Common | 1,909 | $0.00 | - | |
| Jeffrey M. Schweitzer - Officer | Option exercise | Common | 14,740 | $0.00 | - | |
| Jeffrey M. Schweitzer - Officer | Other | Common | 3,273 | $0.00 | - | |
| Jeffrey M. Schweitzer - Officer | Tax withholding / forfeiture | Common | 8,018 | $32.72 | $262K | |
| Jeffrey M. Schweitzer - Officer | Option exercise | Restricted Stock Units | 2,106 | $0.00 | - | |
| Jeffrey M. Schweitzer - Officer | Option exercise | Restricted Stock Units | 2,679 | $0.00 | - | |
| Jeffrey M. Schweitzer - Officer | Option exercise | Restricted Stock Units | 1,909 | $0.00 | - | |
| Jeffrey M. Schweitzer - Officer | Option exercise | Performance Restricted Stock Units | 14,740 | $0.00 | - | |
| Jeffrey M. Schweitzer - Officer | Grant or award | Restricted Stock Units | 5,067 | $0.00 | - | |
| Jeffrey M. Schweitzer - Officer | Grant or award | Performance Restricted Stock Units | 11,820 | $0.00 | - | |
| Option exercise | Common | 489 | $0.00 | - | ||
| Option exercise | Common | 716 | $0.00 | - | ||
| Option exercise | Common | 511 | $0.00 | - | ||
| Option exercise | Common | 3,422 | $0.00 | - | ||
| Other | Common | 760 | $0.00 | - | ||
| Tax withholding / forfeiture | Common | 1,249 | $32.72 | $41K | ||
| Option exercise | Restricted Stock Units | 489 | $0.00 | - | ||
| Option exercise | Restricted Stock Units | 716 | $0.00 | - | ||
| Option exercise | Restricted Stock Units | 511 | $0.00 | - | ||
| Option exercise | Performance Restricted Stock Units | 3,422 | $0.00 | - | ||
| Grant or award | Restricted Stock Units | 1,857 | $0.00 | - | ||
| Grant or award | Performance Restricted Stock Units | 4,332 | $0.00 | - | ||
| Megan D. Santana - Officer | Option exercise | Common | 661 | $0.00 | - | |
| Megan D. Santana - Officer | Option exercise | Common | 863 | $0.00 | - | |
| Megan D. Santana - Officer | Option exercise | Common | 621 | $0.00 | - | |
| Megan D. Santana - Officer | Option exercise | Common | 4,620 | $0.00 | - | |
| Megan D. Santana - Officer | Other | Common | 1,026 | $0.00 | - | |
| Megan D. Santana - Officer | Tax withholding / forfeiture | Common | 2,499 | $32.72 | $82K | |
| Megan D. Santana - Officer | Option exercise | Restricted Stock Units | 661 | $0.00 | - | |
| Megan D. Santana - Officer | Option exercise | Restricted Stock Units | 863 | $0.00 | - | |
| Megan D. Santana - Officer | Option exercise | Restricted Stock Units | 621 | $0.00 | - | |
| Megan D. Santana - Officer | Option exercise | Performance Restricted Stock Units | 4,620 | $0.00 | - | |
| Megan D. Santana - Officer | Grant or award | Restricted Stock Units | 1,692 | $0.00 | - | |
| Megan D. Santana - Officer | Grant or award | Performance Restricted Stock Units | 3,946 | $0.00 | - | |
| Option exercise | Common | 1,150 | $0.00 | - | ||
| Option exercise | Common | 1,499 | $0.00 | - | ||
| Option exercise | Common | 1,061 | $0.00 | - | ||
| Option exercise | Common | 8,046 | $0.00 | - | ||
| Other | Common | 1,786 | $0.00 | - | ||
| Tax withholding / forfeiture | Common | 4,348 | $32.72 | $142K | ||
| Option exercise | Restricted Stock Units | 1,150 | $0.00 | - | ||
| Option exercise | Restricted Stock Units | 1,499 | $0.00 | - | ||
| Option exercise | Restricted Stock Units | 1,061 | $0.00 | - | ||
| Option exercise | Performance Restricted Stock Units | 8,046 | $0.00 | - | ||
| Grant or award | Restricted Stock Units | 2,826 | $0.00 | - | ||
| Grant or award | Performance Restricted Stock Units | 6,588 | $0.00 | - | ||
| Todd S. Benning - Director | Option exercise | Common | 1,766 | $0.00 | - | |
| Todd S. Benning - Director | Grant or award | Restricted Stock Units | 1,283 | $0.00 | - | |
| Todd S. Benning - Director | Option exercise | Restricted Stock Units | 1,766 | $0.00 | - | |
| Option exercise | Common | 1,766 | $0.00 | - | ||
| Option exercise | Restricted Stock Units | 1,766 | $0.00 | - | ||
| Grant or award | Restricted Stock Units | 1,283 | $0.00 | - | ||
| Option exercise | Common | 1,766 | $0.00 | - | ||
| Open-market purchase | Common | 580 | $34.58 | $20K | ||
| Option exercise | Restricted Stock Units | 1,766 | $0.00 | - | ||
| Grant or award | Restricted Stock Units | 1,283 | $0.00 | - | ||
| Thomas M. Petro - Director | Option exercise | Common | 1,766 | $0.00 | - | |
| Thomas M. Petro - Director | Option exercise | Restricted Stock Units | 1,766 | $0.00 | - | |
| Thomas M. Petro - Director | Grant or award | Restricted Stock Units | 1,283 | $0.00 | - | |
| Option exercise | Common | 1,766 | $0.00 | - | ||
| Option exercise | Restricted Stock Units | 1,766 | $0.00 | - | ||
| Grant or award | Restricted Stock Units | 1,283 | $0.00 | - | ||
| Option exercise | Common | 1,766 | $0.00 | - | ||
| Option exercise | Restricted Stock Units | 1,766 | $0.00 | - | ||
| Grant or award | Restricted Stock Units | 1,283 | $0.00 | - | ||
| Charles H. Zimmerman - Director | Option exercise | Common | 1,766 | $0.00 | - | |
| Charles H. Zimmerman - Director | Option exercise | Restricted Stock Units | 1,766 | $0.00 | - | |
| Charles H. Zimmerman - Director | Grant or award | Restricted Stock Units | 1,283 | $0.00 | - | |
| Anne Vazquez - Director | Option exercise | Common | 1,766 | $0.00 | - | |
| Anne Vazquez - Director | Option exercise | Restricted Stock Units | 1,766 | $0.00 | - | |
| Anne Vazquez - Director | Grant or award | Restricted Stock Units | 1,283 | $0.00 | - | |
| Grant or award | Restricted Stock Units | 1,283 | $0.00 | - | ||
| Suzanne Keenan - Director | Option exercise | Common | 1,766 | $0.00 | - | |
| Suzanne Keenan - Director | Option exercise | Restricted Stock Units | 1,766 | $0.00 | - | |
| Suzanne Keenan - Director | Grant or award | Restricted Stock Units | 1,283 | $0.00 | - | |
| Joseph P. Beebe - Director | Option exercise | Common | 1,766 | $0.00 | - | |
| Joseph P. Beebe - Director | Option exercise | Restricted Stock Units | 1,766 | $0.00 | - | |
| Joseph P. Beebe - Director | Grant or award | Restricted Stock Units | 1,283 | $0.00 | - | |
| Open-market purchase | Common | 200 | $29.83 | $6K | ||
| Open-market purchase | Common | 455 | $29.80 | $14K | ||
| Thomas M. Petro - Director | Open-market sale | Common | 4,000 | $31.75 | $127K | |
| Thomas M. Petro - Director | Open-market sale | Common | 5,000 | $31.75 | $159K | |
| Open-market purchase | Common | 682 | $28.23 | $19K | ||
| Open-market purchase | Common | 730 | $28.81 | $21K | ||
| Open-market purchase | Common | 565 | $28.10 | $16K |
A Form 144 is notice of an INTENDED sale, not a completed one. It often precedes the Form 4 that reports the trade actually happening.
| Filed | Filer | Relationship | Shares | Market value | Notice |
|---|---|---|---|---|---|
| Michael Turner | Director | 8,000 | $340K | View on EDGAR | |
| - | - | - | - | View on EDGAR | |
| - | - | - | - | View on EDGAR |
UNIVEST FINANCIAL Corp (UVSP) had 5 insider filings in the last 90 days, with the most recent on 2026-08-24. The full record for UVSP runs to 29 Form 4 filings, the earliest from 2024-11-04. InsiderAlpha tracks every Form 4, Form 144, and 8-K filing in real time.
No insider purchases of UVSP were filed in the last 90 days. 6 purchases are on record for this company.
5 insider sales of UVSP were filed in the last 90 days, totaling $1.32M.
This page tracks UVSP Form 4 insider transactions, Form 144 sale notices, and 8-K material event disclosures in one timeline. Annual 10-K and quarterly 10-Q reports live on the company's SEC EDGAR page.
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Every Form 4 below links to the original document on SEC EDGAR, so the numbers on this page can be checked against the filing they came from.
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