0001779743-24-000002.txt : 20240201 0001779743-24-000002.hdr.sgml : 20240201 20240201101357 ACCESSION NUMBER: 0001779743-24-000002 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: Richardson Brian J CENTRAL INDEX KEY: 0001779743 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 5 SEC ACT: 1934 Act SEC FILE NUMBER: 000-07617 FILM NUMBER: 24585353 MAIL ADDRESS: STREET 1: 14 NORTH MAIN STREET STREET 2: PO BOX 197 CITY: SOUDERTON STATE: PA ZIP: 18964 FORMER NAME: FORMER CONFORMED NAME: Richardson Brian Jason DATE OF NAME CHANGE: 20190613 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_1706800429.xml FORM 5 X0508 5 2023-12-31 0 0 0 0000102212 UNIVEST FINANCIAL Corp UVSP 0001779743 Richardson Brian J 14 NORTH MAIN STREET PO BOX 197 SOUDERTON PA 18964 0 1 0 0 Sr EVP & CFO 0 Common 12299.7704 D Stock Options (Right to Buy) 28.15 2018-01-31 2027-01-31 Common 1500 1500 D Stock Options (Right to Buy) 28.50 2019-03-15 2028-03-15 Common 2090 2090 D Restricted Stock Units 2022-03-15 2024-03-15 Common 444 444 D Restricted Stock Units 2023-03-15 2025-03-15 Common 1308 1308 D Restricted Stock Units 2024-03-15 2026-03-15 Common 2334 2334 D Performance Restricted Stock Units 2024-03-15 2024-03-15 Common 3102 3102 D Performance Restricted Stock Units 2025-03-15 2025-03-15 Common 4578 4578 D Performance Restricted Stock Units 2026-03-15 2026-03-15 Common 5444 5444 D INCLUDES 550.1234 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN. AT THE GRANT DATE, STOCK OPTIONS ARE 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