UNIVEST FINANCIAL Corp·5

Jan 23, 1:46 PM ET

SCHWEITZER JEFFREY M 5

5 · UNIVEST FINANCIAL Corp · Filed Jan 23, 2026

Insider Transaction Report

Form 5
Period: 2025-12-31
SCHWEITZER JEFFREY M
DirectorChairman, President & CEO
Holdings
  • Common

    [F1]
    100,370.104
  • Common

    (indirect: By Children)
    100
  • Stock Options (Right to Buy)

    [F2]
    Exercise: $28.50From: 2019-03-15Exp: 2028-03-15Common (13,933 underlying)
    13,933
  • Restricted Stock Units

    [F3][F4]
    From: 2024-03-15Exp: 2026-03-15Common (2,106 underlying)
    2,106
  • Restricted Stock Units

    [F3][F4]
    From: 2025-03-15Exp: 2027-03-15Common (5,358 underlying)
    5,358
  • Restricted Stock Units

    [F3][F4]
    From: 2026-03-15Exp: 2028-03-15Common (5,727 underlying)
    5,727
  • Performance Restricted Stock Units

    [F3][F5]
    From: 2026-03-15Exp: 2026-03-15Common (14,740 underlying)
    14,740
  • Performance Restricted Stock Units

    [F3][F5]
    From: 2027-03-15Exp: 2027-03-15Common (18,748 underlying)
    18,748
  • Performance Restricted Stock Units

    [F3][F5]
    From: 2028-03-15Exp: 2028-03-15Common (13,358 underlying)
    13,358
Footnotes (5)
  • [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.
Signature
/s/ Megan D. Santana, attorney-in-fact|2026-01-23

Documents

5 files
  • 5
    wk-form5_1769194001.xmlPrimary

    FORM 5

  • EX-24
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