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