Form 4 for UVSP UNIVEST FINANCIAL Corp
Accepted 2026-06-09 14:53:14 ET · period of report 2026-06-08 · accession 0001668308-26-000006 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2026-06-09 14:53 | 2026-06-08 | UVSP | Santana Megan D | CRO, Sr EVP, GC | M - OptEx | $28.50 | +2,787 | 38.8K | +8% | +$79.4K |
| D | 2026-06-09 14:53 | 2026-06-08 | UVSP | Santana Megan D | CRO, Sr EVP, GC | S - Sale+OE | $40.83 | -2,787 | 36.0K | -7% | -$113.8K |
| D | 2026-06-09 14:53 | 2026-06-08 | UVSP | Santana Megan D | CRO, Sr EVP, GC | M - OptEx | $0.00 | -2,787 | 0 | -100% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common | 2026-06-08 | M | A | 2,787 | $28.50 | 38,762.26 | D | — | — | (F1) INCLUDES 13,925.2625 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. |
| 2 | Common | Common | 2026-06-08 | S | D | 2,787 | $40.83 | 35,975.26 | D | — | — | (F1) INCLUDES 13,925.2625 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN. (F2) THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $40.76 TO $40.89, 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 | Derivative | Stock Options (Right to Buy) | 2026-06-08 | M | D | 2,787 | $0.00 | 0 | D | $28.50 · 2019-03-15 to 2028-03-15 | 2,787 Common | (F3) AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED. |