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Richardson Brian J

Disclosed activity across 1 company

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40299
SEC CIK
0001779743

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
UNIVEST FINANCIAL CorpUVSP · Entity 4881Sr EVP & CFOJune 08, 2026June 09, 2026

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

UNIVEST FINANCIAL Corp

Report date June 08, 2026 · Filed June 09, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
CommonSEC Table I · non-derivativeDirect26,318.4353 Reported balance After 2026-06-08 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2026-06-08 · Exercise / conversion · Acquired 2,090 · Balance 26,318.4353

F1: INCLUDES 636.4353 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

CommonSEC Table I · non-derivativeDirect24,228.4353 Reported balance After 2026-06-08 transaction · row 2 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 2 · 2026-06-08 · Sale · Disposed 2,090 · Balance 24,228.4353

F1: INCLUDES 636.4353 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

F2: THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $40.85 TO $40.96, 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.

Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.50 · Expires 2028-03-15Direct0 Reported balance After 2026-06-08 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2026-06-08 · Exercise / conversion · Disposed 2,090 · Balance 0

F3: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED.

Filing footnotes · ownership attribution and instrument terms

F1: INCLUDES 636.4353 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

F2: THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $40.85 TO $40.96, 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.

F3: AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED.

Transaction history

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
March 15, 2023 Filed Mar 17, 2023 13:57 UTC UNIVEST FINANCIAL Corp UVSP · Entity 4881 OtherCommon 45 $0.00 $0.00
Disclosure

SEC source: 0001779743-23-000004 · wf-form4_167906144661244.xml · nonDerivative · entry 5

Richardson Brian J · CIK 0001779743 · Sr EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,861.1587

F4 · shares: ADDITIONAL SHARES AWARDED DUE TO EVALUATION OF PERFORMANCE FACTORS AFTER MEASUREMENT PERIOD.

F2 · balance_after: INCLUDES 273.5117 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
March 15, 2023 Filed Mar 17, 2023 13:57 UTC UNIVEST FINANCIAL Corp UVSP · Entity 4881 Exercise / conversionCommon 4,540 $0.00 $0.00
Disclosure

SEC source: 0001779743-23-000004 · wf-form4_167906144661244.xml · nonDerivative · entry 4

Richardson Brian J · CIK 0001779743 · Sr EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,816.1587

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · balance_after: INCLUDES 273.5117 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

F3 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS.

Read SEC document
March 15, 2023 Filed Mar 17, 2023 13:57 UTC UNIVEST FINANCIAL Corp UVSP · Entity 4881 Exercise / conversionCommon 654 $0.00 $0.00
Disclosure

SEC source: 0001779743-23-000004 · wf-form4_167906144661244.xml · nonDerivative · entry 3

Richardson Brian J · CIK 0001779743 · Sr EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,276.1587

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F2 · balance_after: INCLUDES 273.5117 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
March 15, 2023 Filed Mar 17, 2023 13:57 UTC UNIVEST FINANCIAL Corp UVSP · Entity 4881 Exercise / conversionCommon 444 $0.00 $0.00
Disclosure

SEC source: 0001779743-23-000004 · wf-form4_167906144661244.xml · nonDerivative · entry 2

Richardson Brian J · CIK 0001779743 · Sr EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,622.1587

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F2 · balance_after: INCLUDES 273.5117 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
March 15, 2023 Filed Mar 17, 2023 13:57 UTC UNIVEST FINANCIAL Corp UVSP · Entity 4881 Exercise / conversionCommon 649 $0.00 $0.00
Disclosure

SEC source: 0001779743-23-000004 · wf-form4_167906144661244.xml · nonDerivative · entry 1

Richardson Brian J · CIK 0001779743 · Sr EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,178.1587

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F2 · balance_after: INCLUDES 273.5117 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
March 15, 2022 Filed Mar 17, 2022 20:01 UTC UNIVEST FINANCIAL Corp UVSP · Entity 4881 GrantPerformance Restricted Stock Units · Derivative 4,578 $0.00 $0.00
Disclosure

SEC source: 0001779743-22-000004 · wf-form4_164754726751495.xml · derivative · entry 12

Richardson Brian J · CIK 0001779743 · Sr EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,578

Underlying: Common · 4,578 shares

Expires 2025-03-15

F6 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.

F7 · derivative.exercise_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.

F7 · derivative.expiration_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.

Read SEC document
March 15, 2022 Filed Mar 17, 2022 20:01 UTC UNIVEST FINANCIAL Corp UVSP · Entity 4881 GrantRestricted Stock Units · Derivative 1,962 $0.00 $0.00
Disclosure

SEC source: 0001779743-22-000004 · wf-form4_164754726751495.xml · derivative · entry 11

Richardson Brian J · CIK 0001779743 · Sr EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,962

Underlying: Common · 1,962 shares

Expires 2025-03-15

F6 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.

F5 · derivative.exercise_date: 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 · derivative.expiration_date: 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.

Read SEC document
March 15, 2022 Filed Mar 17, 2022 20:01 UTC UNIVEST FINANCIAL Corp UVSP · Entity 4881 Exercise / conversionPerformance Restricted Stock Units · Derivative 1,248 $0.00 $0.00
Disclosure

SEC source: 0001779743-22-000004 · wf-form4_164754726751495.xml · derivative · entry 10

Richardson Brian J · CIK 0001779743 · Sr EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 1,248 shares

Expires 2022-03-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS.

Read SEC document
March 15, 2022 Filed Mar 17, 2022 20:01 UTC UNIVEST FINANCIAL Corp UVSP · Entity 4881 Exercise / conversionRestricted Stock Units · Derivative 444 $0.00 $0.00
Disclosure

SEC source: 0001779743-22-000004 · wf-form4_164754726751495.xml · derivative · entry 9

Richardson Brian J · CIK 0001779743 · Sr EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 888

Underlying: Common · 444 shares

Expires 2024-03-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F5 · derivative.exercise_date: 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 · derivative.expiration_date: 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.

Read SEC document
March 15, 2022 Filed Mar 17, 2022 20:01 UTC UNIVEST FINANCIAL Corp UVSP · Entity 4881 Exercise / conversionRestricted Stock Units · Derivative 649 $0.00 $0.00
Disclosure

SEC source: 0001779743-22-000004 · wf-form4_164754726751495.xml · derivative · entry 8

Richardson Brian J · CIK 0001779743 · Sr EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 649

Underlying: Common · 649 shares

Expires 2023-03-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F5 · derivative.exercise_date: 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 · derivative.expiration_date: 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.

Read SEC document
March 15, 2022 Filed Mar 17, 2022 20:01 UTC UNIVEST FINANCIAL Corp UVSP · Entity 4881 Exercise / conversionRestricted Stock Units · Derivative 179 $0.00 $0.00
Disclosure

SEC source: 0001779743-22-000004 · wf-form4_164754726751495.xml · derivative · entry 7

Richardson Brian J · CIK 0001779743 · Sr EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 179 shares

Expires 2022-03-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

Read SEC document
March 15, 2022 Filed Mar 17, 2022 20:01 UTC UNIVEST FINANCIAL Corp UVSP · Entity 4881 Tax withholdingCommon 728 $28.21 $20,536.88
Disclosure

SEC source: 0001779743-22-000004 · wf-form4_164754726751495.xml · nonDerivative · entry 6

Richardson Brian J · CIK 0001779743 · Sr EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,412.9059

F2 · balance_after: INCLUDES 157.2589 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
March 15, 2022 Filed Mar 17, 2022 20:01 UTC UNIVEST FINANCIAL Corp UVSP · Entity 4881 OtherCommon 15 $0.00 $0.00
Disclosure

SEC source: 0001779743-22-000004 · wf-form4_164754726751495.xml · nonDerivative · entry 5

Richardson Brian J · CIK 0001779743 · Sr EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,140.9059

F4 · shares: VESTED SHARES CANCELLED DUE TO EVALUATION OF PERFORMANCE FACTORS AFTER MEASUREMENT PERIOD.

F2 · balance_after: INCLUDES 157.2589 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
March 15, 2022 Filed Mar 17, 2022 20:01 UTC UNIVEST FINANCIAL Corp UVSP · Entity 4881 Exercise / conversionCommon 1,248 $0.00 $0.00
Disclosure

SEC source: 0001779743-22-000004 · wf-form4_164754726751495.xml · nonDerivative · entry 4

Richardson Brian J · CIK 0001779743 · Sr EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,155.9059

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · balance_after: INCLUDES 157.2589 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

F3 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS.

Read SEC document
March 15, 2022 Filed Mar 17, 2022 20:01 UTC UNIVEST FINANCIAL Corp UVSP · Entity 4881 Exercise / conversionCommon 444 $0.00 $0.00
Disclosure

SEC source: 0001779743-22-000004 · wf-form4_164754726751495.xml · nonDerivative · entry 3

Richardson Brian J · CIK 0001779743 · Sr EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,907.9059

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F2 · balance_after: INCLUDES 157.2589 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
March 15, 2022 Filed Mar 17, 2022 20:01 UTC UNIVEST FINANCIAL Corp UVSP · Entity 4881 Exercise / conversionCommon 649 $0.00 $0.00
Disclosure

SEC source: 0001779743-22-000004 · wf-form4_164754726751495.xml · nonDerivative · entry 2

Richardson Brian J · CIK 0001779743 · Sr EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,463.9059

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F2 · balance_after: INCLUDES 157.2589 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
March 15, 2022 Filed Mar 17, 2022 20:01 UTC UNIVEST FINANCIAL Corp UVSP · Entity 4881 Exercise / conversionCommon 179 $0.00 $0.00
Disclosure

SEC source: 0001779743-22-000004 · wf-form4_164754726751495.xml · nonDerivative · entry 1

Richardson Brian J · CIK 0001779743 · Sr EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,814.9059

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F2 · balance_after: INCLUDES 157.2589 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
March 15, 2021 Filed Mar 17, 2021 19:43 UTC UNIVEST FINANCIAL Corp UVSP · Entity 4881 GrantPerformance Restricted Stock Units · Derivative 3,102 $0.00 $0.00
Disclosure

SEC source: 0001779743-21-000004 · wf-form4_161601018833099.xml · derivative · entry 10

Richardson Brian J · CIK 0001779743 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,102

Underlying: Common · 3,102 shares

Expires 2024-03-15

F6 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.

F7 · derivative.exercise_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.

F7 · derivative.expiration_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.

Read SEC document
March 15, 2021 Filed Mar 17, 2021 19:43 UTC UNIVEST FINANCIAL Corp UVSP · Entity 4881 GrantRestricted Stock Units · Derivative 1,332 $0.00 $0.00
Disclosure

SEC source: 0001779743-21-000004 · wf-form4_161601018833099.xml · derivative · entry 9

Richardson Brian J · CIK 0001779743 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,332

Underlying: Common · 1,332 shares

Expires 2024-03-15

F6 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.

F5 · derivative.exercise_date: 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 · derivative.expiration_date: 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.

Read SEC document
March 15, 2021 Filed Mar 17, 2021 19:43 UTC UNIVEST FINANCIAL Corp UVSP · Entity 4881 Exercise / conversionRestricted Stock Units · Derivative 649 $0.00 $0.00
Disclosure

SEC source: 0001779743-21-000004 · wf-form4_161601018833099.xml · derivative · entry 8

Richardson Brian J · CIK 0001779743 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,298

Underlying: Common · 649 shares

Expires 2023-03-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F5 · derivative.exercise_date: 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 · derivative.expiration_date: 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.

Read SEC document
March 15, 2021 Filed Mar 17, 2021 19:43 UTC UNIVEST FINANCIAL Corp UVSP · Entity 4881 Exercise / conversionRestricted Stock Units · Derivative 179 $0.00 $0.00
Disclosure

SEC source: 0001779743-21-000004 · wf-form4_161601018833099.xml · derivative · entry 7

Richardson Brian J · CIK 0001779743 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 179

Underlying: Common · 179 shares

Expires 2022-03-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F5 · derivative.exercise_date: 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 · derivative.expiration_date: 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.

Read SEC document
March 15, 2021 Filed Mar 17, 2021 19:43 UTC UNIVEST FINANCIAL Corp UVSP · Entity 4881 Tax withholdingCommon 183 $28.42 $5,200.86
Disclosure

SEC source: 0001779743-21-000004 · wf-form4_161601018833099.xml · nonDerivative · entry 6

Richardson Brian J · CIK 0001779743 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,603.8683

F3 · shares: SHARES USED TO PAY TAXES.

F2 · balance_after: INCLUDES 125.2213 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
March 15, 2021 Filed Mar 17, 2021 19:43 UTC UNIVEST FINANCIAL Corp UVSP · Entity 4881 Exercise / conversionCommon 649 $0.00 $0.00
Disclosure

SEC source: 0001779743-21-000004 · wf-form4_161601018833099.xml · nonDerivative · entry 5

Richardson Brian J · CIK 0001779743 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,786.8683

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · balance_after: INCLUDES 125.2213 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

F4 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

Read SEC document
March 15, 2021 Filed Mar 17, 2021 19:43 UTC UNIVEST FINANCIAL Corp UVSP · Entity 4881 Tax withholdingCommon 52 $28.42 $1,477.84
Disclosure

SEC source: 0001779743-21-000004 · wf-form4_161601018833099.xml · nonDerivative · entry 4

Richardson Brian J · CIK 0001779743 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,137.8683

F3 · shares: SHARES USED TO PAY TAXES.

F2 · balance_after: INCLUDES 125.2213 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
March 15, 2021 Filed Mar 17, 2021 19:43 UTC UNIVEST FINANCIAL Corp UVSP · Entity 4881 Exercise / conversionCommon 179 $0.00 $0.00
Disclosure

SEC source: 0001779743-21-000004 · wf-form4_161601018833099.xml · nonDerivative · entry 3

Richardson Brian J · CIK 0001779743 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,189.8683

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · balance_after: INCLUDES 125.2213 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

F4 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

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March 15, 2021 Filed Mar 17, 2021 19:43 UTC UNIVEST FINANCIAL Corp UVSP · Entity 4881 Tax withholdingCommon 251 $28.42 $7,133.42
Disclosure

SEC source: 0001779743-21-000004 · wf-form4_161601018833099.xml · nonDerivative · entry 2

Richardson Brian J · CIK 0001779743 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,010.8683

F3 · shares: SHARES USED TO PAY TAXES.

F2 · balance_after: INCLUDES 125.2213 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

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March 15, 2021 Filed Mar 17, 2021 19:43 UTC UNIVEST FINANCIAL Corp UVSP · Entity 4881 Disposition to issuerCommon 236 $0.00 $0.00
Disclosure

SEC source: 0001779743-21-000004 · wf-form4_161601018833099.xml · nonDerivative · entry 1

Richardson Brian J · CIK 0001779743 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,261.8683

F1 · shares: RESTRICTED SHARES CANCELLED.

F2 · balance_after: INCLUDES 125.2213 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

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March 15, 2020 Filed Mar 17, 2020 18:10 UTC UNIVEST FINANCIAL Corp UVSP · Entity 4881 GrantPerformance Restricted Stock Units · Derivative 4,540 $0.00 $0.00
Disclosure

SEC source: 0001779743-20-000005 · wf-form4_158446860245230.xml · derivative · entry 4

Richardson Brian J · CIK 0001779743 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,540

Underlying: Common · 4,540 shares

Expires 2023-03-15

F4 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.

F5 · derivative.exercise_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.

F5 · derivative.expiration_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.

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March 15, 2020 Filed Mar 17, 2020 18:10 UTC UNIVEST FINANCIAL Corp UVSP · Entity 4881 GrantRestricted Stock Units · Derivative 1,947 $0.00 $0.00
Disclosure

SEC source: 0001779743-20-000005 · wf-form4_158446860245230.xml · derivative · entry 3

Richardson Brian J · CIK 0001779743 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,947

Underlying: Common · 1,947 shares

Expires 2023-03-15

F4 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.

F3 · derivative.exercise_date: 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.

F3 · derivative.expiration_date: 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.

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March 15, 2020 Filed Mar 17, 2020 18:10 UTC UNIVEST FINANCIAL Corp UVSP · Entity 4881 Exercise / conversionRestricted Stock Units · Derivative 179 $0.00 $0.00
Disclosure

SEC source: 0001779743-20-000005 · wf-form4_158446860245230.xml · derivative · entry 2

Richardson Brian J · CIK 0001779743 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 358

Underlying: Common · 179 shares

Expires 2022-03-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F3 · derivative.exercise_date: 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.

F3 · derivative.expiration_date: 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.

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March 15, 2020 Filed Mar 17, 2020 18:10 UTC UNIVEST FINANCIAL Corp UVSP · Entity 4881 Exercise / conversionCommon 179 $0.00 $0.00
Disclosure

SEC source: 0001779743-20-000005 · wf-form4_158446860245230.xml · nonDerivative · entry 1

Richardson Brian J · CIK 0001779743 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,434.8037

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F2 · balance_after: INCLUDES 62.1567 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.