0001668308-24-000002.txt : 20240201
0001668308-24-000002.hdr.sgml : 20240201
20240201101729
ACCESSION NUMBER: 0001668308-24-000002
CONFORMED SUBMISSION TYPE: 5
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240201
DATE AS OF CHANGE: 20240201
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Santana Megan D
CENTRAL INDEX KEY: 0001668308
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 5
SEC ACT: 1934 Act
SEC FILE NUMBER: 000-07617
FILM NUMBER: 24585366
MAIL ADDRESS:
STREET 1: 14 NORTH MAIN STREET
STREET 2: PO BOX 197
CITY: SOUDERTON
STATE: PA
ZIP: 18964
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: UNIVEST FINANCIAL Corp
CENTRAL INDEX KEY: 0000102212
STANDARD INDUSTRIAL CLASSIFICATION: STATE COMMERCIAL BANKS [6022]
ORGANIZATION NAME: 02 Finance
IRS NUMBER: 231886144
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
BUSINESS ADDRESS:
STREET 1: 14 NORTH MAIN STREET
STREET 2: PO BOX 197
CITY: SOUDERTON
STATE: PA
ZIP: 18964
BUSINESS PHONE: 2157212400
MAIL ADDRESS:
STREET 1: 14 NORTH MAIN STREET
STREET 2: PO BOX 197
CITY: SOUDERTON
STATE: PA
ZIP: 18964
FORMER COMPANY:
FORMER CONFORMED NAME: UNIVEST CORP OF PENNSYLVANIA
DATE OF NAME CHANGE: 19920703
5
1
wk-form5_1706800640.xml
FORM 5
X0508
5
2023-12-31
0
0
0
0000102212
UNIVEST FINANCIAL Corp
UVSP
0001668308
Santana Megan D
14 NORTH MAIN STREET
PO BOX 197
SOUDERTON
PA
18964
0
1
0
1
Sr EVP & Chief Risk Officer
General Counsel
0
Common
21040.5988
D
Stock Options (Right to Buy)
28.15
2018-01-31
2027-01-31
Common
2522
2522
D
Stock Options (Right to Buy)
28.50
2019-03-15
2028-03-15
Common
2787
2787
D
Restricted Stock Units
2022-03-15
2024-03-15
Common
407
407
D
Restricted Stock Units
2023-03-15
2025-03-15
Common
1118
1118
D
Restricted Stock Units
2024-03-15
2026-03-15
Common
1983
1983
D
Performance Restricted Stock Units
2024-03-15
2024-03-15
Common
2844
2844
D
Performance Restricted Stock Units
2025-03-15
2025-03-15
Common
3908
3908
D
Performance Restricted Stock Units
2026-03-15
2026-03-15
Common
4620
4620
D
INCLUDES 9333.5988 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN.
AT THE GRANT DATE, STOCK OPTIONS WERE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED.
EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.
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.
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.
Megan D. Santana
2024-02-01