UNIVEST FINANCIAL Corp (UVSP) · Insider trading

What UNIVEST FINANCIAL's directors, officers and largest holders bought and sold themselves, from the Form 4 each of them files with the SEC within two business days of a trade. Open-market purchases and sales first: those are the trades somebody chose to make at the market price.

Bought, 12 months

$39,581

1 insider, 3 trades

Sold, 12 months

$2.89M

7 insiders, 0% under a plan

Net, 12 months

−$2.85M

bought less sold

Latest filing

2026-08-24

filings read to 2026-10-19

Bought and sold at the market, by month

Two years. Purchases above the line, sales below, in dollars.

Bought Sold Largest month: $798,785

Who traded, two years

Insider	Bought	Sold	Trades	Last trade	Holds after
Schweitzer Jeffrey MDirector, Chairman, President & CEO	–	$999,571	2	2026-06-08	110,513
Paquin NatalyeDirector	$114,399	$491,400	8	2026-04-27	17,004
Keim Michael SSenior EVP & COO	–	$508,587	2	2026-05-05	66,979
Petro Thomas MDirector	–	$494,200	3	2026-08-24	47,239
Turner Michael L.Director	–	$344,320	1	2026-08-13	24,684
Santana Megan DSr EVP & Chief Risk Officer, Other	–	$203,198	2	2026-06-08	35,975
Richardson Brian JSr EVP & CFO	–	$137,156	2	2026-06-08	24,228
Vazquez AnneDirector	$35,788	–	1	2025-03-19	6,250

Open-market purchases and sales

Newest first. “Plan” marks a trade made under a 10b5-1 plan set up in advance.

Date	Insider	Trade	Shares	Price	Value	Holds after	Filing
2026-08-24	Petro Thomas MDirector	Sale	5,000	41.69	$208,450	47,239	Form 4
2026-08-13	Turner Michael L.Director	Sale	8,000	43.04	$344,320	24,684	Form 4
2026-06-08	Schweitzer Jeffrey MDirector, Chairman, President & CEO	Sale	13,933	40.91	$569,999	110,513	Form 4
2026-06-08	Santana Megan DSr EVP & Chief Risk Officer, Other	Sale	2,787	40.83	$113,793	35,975	Form 4
2026-06-08	Richardson Brian JSr EVP & CFO	Sale	2,090	40.90	$85,481	24,228	Form 4
2026-05-05	Keim Michael SSenior EVP & COO	Sale	7,245	38.71	$280,454	66,979	Form 4
2026-04-27	Paquin NatalyeDirector	Sale	13,000	37.80	$491,400	17,004	Form 4
2026-02-02	Paquin NatalyeDirector	Buy	580	34.58	$20,056	29,932	Form 4
2025-12-12	Schweitzer Jeffrey MDirector, Chairman, President & CEO	Sale	12,277	34.99	$429,572	100,570	Form 4
2025-12-12	Keim Michael SSenior EVP & COO	Sale	6,696	34.07	$228,133	61,357	Form 4
2025-12-12	Santana Megan DSr EVP & Chief Risk Officer, Other	Sale	2,522	35.45	$89,405	32,011	Form 4
2025-12-12	Richardson Brian JSr EVP & CFO	Sale	1,500	34.45	$51,675	20,446	Form 4
2025-11-10	Paquin NatalyeDirector	Buy	200	29.83	$5,966	27,060	Form 4
2025-11-10	Paquin NatalyeDirector	Buy	455	29.80	$13,559	27,515	Form 4
2025-08-27	Petro Thomas MDirector	Sale	4,000	31.75	$127,000	55,193	Form 4
2025-08-27	Petro Thomas MDirector	Sale	5,000	31.75	$158,750	50,193	Form 4
2025-08-04	Paquin NatalyeDirector	Buy	682	28.23	$19,253	26,788	Form 4
2025-04-25	Paquin NatalyeDirector	Buy	730	28.81	$21,031	26,029	Form 4
2025-03-19	Vazquez AnneDirector	Buy	1,250	28.63	$35,788	6,250	Form 4
2025-02-03	Paquin NatalyeDirector	Buy	618	30.19	$18,657	25,244	Form 4
2024-11-01	Paquin NatalyeDirector	Buy	565	28.10	$15,876	23,281	Form 4

Grants, exercises and other transactions

Pay, tax and paperwork rather than a choice to trade at the market price. Two years.

72 × option exercise12 × shares withheld for tax9 × other1 × gift

Show them

Date	Insider	What	Shares	Price	Holds after	Filing
2026-06-08	Schweitzer Jeffrey MDirector, Chairman, President & CEO	Option exercise M	+13,933	28.50	124,446	Form 4
2026-06-08	Santana Megan DSr EVP & Chief Risk Officer, Other	Option exercise M	+2,787	28.50	38,762	Form 4
2026-06-08	Richardson Brian JSr EVP & CFO	Option exercise M	+2,090	28.50	26,318	Form 4
2026-05-05	Keim Michael SSenior EVP & COO	Option exercise M	+7,245	28.50	74,224	Form 4
2026-03-15	Schweitzer Jeffrey MDirector, Chairman, President & CEO	Option exercise M	+2,106	–	102,476	Form 4
2026-03-15	Schweitzer Jeffrey MDirector, Chairman, President & CEO	Option exercise M	+2,679	–	105,155	Form 4
2026-03-15	Schweitzer Jeffrey MDirector, Chairman, President & CEO	Option exercise M	+1,909	–	107,064	Form 4
2026-03-15	Schweitzer Jeffrey MDirector, Chairman, President & CEO	Option exercise M	+14,740	–	121,804	Form 4
2026-03-15	Schweitzer Jeffrey MDirector, Chairman, President & CEO	Other J	−3,273	–	118,531	Form 4
2026-03-15	Schweitzer Jeffrey MDirector, Chairman, President & CEO	Shares withheld for tax F	−8,018	32.72	110,513	Form 4
2026-03-15	Keim Michael SSenior EVP & COO	Option exercise M	+1,150	–	62,507	Form 4
2026-03-15	Keim Michael SSenior EVP & COO	Option exercise M	+1,499	–	64,006	Form 4
2026-03-15	Keim Michael SSenior EVP & COO	Option exercise M	+1,061	–	65,067	Form 4
2026-03-15	Keim Michael SSenior EVP & COO	Option exercise M	+8,046	–	73,113	Form 4
2026-03-15	Keim Michael SSenior EVP & COO	Other J	−1,786	–	71,327	Form 4
2026-03-15	Keim Michael SSenior EVP & COO	Shares withheld for tax F	−4,348	32.72	66,979	Form 4
2026-03-15	Santana Megan DSr EVP & Chief Risk Officer, Other	Option exercise M	+661	–	32,875	Form 4
2026-03-15	Santana Megan DSr EVP & Chief Risk Officer, Other	Option exercise M	+863	–	33,738	Form 4
2026-03-15	Santana Megan DSr EVP & Chief Risk Officer, Other	Option exercise M	+621	–	34,359	Form 4
2026-03-15	Santana Megan DSr EVP & Chief Risk Officer, Other	Option exercise M	+4,620	–	38,979	Form 4
2026-03-15	Santana Megan DSr EVP & Chief Risk Officer, Other	Other J	−1,026	–	37,953	Form 4
2026-03-15	Santana Megan DSr EVP & Chief Risk Officer, Other	Shares withheld for tax F	−2,499	32.72	35,454	Form 4
2026-03-15	Richardson Brian JSr EVP & CFO	Option exercise M	+778	–	21,224	Form 4
2026-03-15	Richardson Brian JSr EVP & CFO	Option exercise M	+1,020	–	22,244	Form 4
2026-03-15	Richardson Brian JSr EVP & CFO	Option exercise M	+722	–	22,966	Form 4
2026-03-15	Richardson Brian JSr EVP & CFO	Option exercise M	+5,444	–	28,410	Form 4
2026-03-15	Richardson Brian JSr EVP & CFO	Other J	−1,209	–	27,201	Form 4
2026-03-15	Richardson Brian JSr EVP & CFO	Shares withheld for tax F	−2,973	32.72	24,228	Form 4
2026-03-15	McCormick Patrick CSEVP & Chief Comm Bank Officer	Option exercise M	+489	–	10,383	Form 4
2026-03-15	McCormick Patrick CSEVP & Chief Comm Bank Officer	Option exercise M	+716	–	11,099	Form 4
2026-03-15	McCormick Patrick CSEVP & Chief Comm Bank Officer	Option exercise M	+511	–	11,610	Form 4
2026-03-15	McCormick Patrick CSEVP & Chief Comm Bank Officer	Option exercise M	+3,422	–	15,032	Form 4
2026-03-15	McCormick Patrick CSEVP & Chief Comm Bank Officer	Other J	−760	–	14,272	Form 4
2026-03-15	McCormick Patrick CSEVP & Chief Comm Bank Officer	Shares withheld for tax F	−1,249	32.72	13,023	Form 4
2026-03-15	Monios Eleni SEVP & Chief Credit Officer	Option exercise M	+442	–	2,483	Form 4
2026-03-15	Monios Eleni SEVP & Chief Credit Officer	Option exercise M	+493	–	2,976	Form 4
2026-03-15	Monios Eleni SEVP & Chief Credit Officer	Option exercise M	+372	–	3,348	Form 4
2026-03-15	Monios Eleni SEVP & Chief Credit Officer	Shares withheld for tax F	−444	32.72	2,904	Form 4
2026-01-31	Connor Martin P.Director	Option exercise M	+1,766	–	8,076	Form 4
2026-01-31	Petro Thomas MDirector	Option exercise M	+1,766	–	52,031	Form 4
2026-01-31	Benning Todd SDirector	Option exercise M	+1,766	–	16,127	Form 4
2026-01-31	Paquin NatalyeDirector	Option exercise M	+1,766	–	29,352	Form 4
2026-01-31	Turner Michael L.Director	Option exercise M	+1,766	–	32,504	Form 4
2026-01-31	Zimmerman Charles HDirector	Option exercise M	+1,766	–	17,419	Form 4
2026-01-31	Wonderling Robert CDirector	Option exercise M	+1,766	–	19,373	Form 4
2026-01-31	Keenan SuzanneDirector	Option exercise M	+1,766	–	16,075	Form 4
2026-01-31	Beebe Joseph PDirector	Option exercise M	+1,766	–	12,166	Form 4
2026-01-31	Vazquez AnneDirector	Option exercise M	+1,766	–	8,016	Form 4
2025-12-22	Schweitzer Jeffrey MDirector, Chairman, President & CEO	Gift G	−200	33.97	100,370	Form 4
2025-12-12	Schweitzer Jeffrey MDirector, Chairman, President & CEO	Option exercise M	+12,277	28.15	112,847	Form 4
2025-12-12	Keim Michael SSenior EVP & COO	Option exercise M	+6,696	28.15	68,053	Form 4
2025-12-12	Santana Megan DSr EVP & Chief Risk Officer, Other	Option exercise M	+2,522	28.15	34,533	Form 4
2025-12-12	Richardson Brian JSr EVP & CFO	Option exercise M	+1,500	28.15	21,946	Form 4
2025-03-15	Schweitzer Jeffrey MDirector, Chairman, President & CEO	Option exercise M	+1,649	–	91,836	Form 4
2025-03-15	Schweitzer Jeffrey MDirector, Chairman, President & CEO	Option exercise M	+2,106	–	93,942	Form 4
2025-03-15	Schweitzer Jeffrey MDirector, Chairman, President & CEO	Option exercise M	+2,679	–	96,621	Form 4
2025-03-15	Schweitzer Jeffrey MDirector, Chairman, President & CEO	Option exercise M	+11,538	–	108,159	Form 4
2025-03-15	Schweitzer Jeffrey MDirector, Chairman, President & CEO	Other J	+618	–	108,777	Form 4
2025-03-15	Schweitzer Jeffrey MDirector, Chairman, President & CEO	Shares withheld for tax F	−8,207	28.27	100,570	Form 4
2025-03-15	Keim Michael SSenior EVP & COO	Option exercise M	+887	–	56,566	Form 4
2025-03-15	Keim Michael SSenior EVP & COO	Option exercise M	+1,150	–	57,716	Form 4
2025-03-15	Keim Michael SSenior EVP & COO	Option exercise M	+1,499	–	59,215	Form 4
2025-03-15	Keim Michael SSenior EVP & COO	Option exercise M	+6,202	–	65,417	Form 4
2025-03-15	Keim Michael SSenior EVP & COO	Other J	+332	–	65,749	Form 4
2025-03-15	Keim Michael SSenior EVP & COO	Shares withheld for tax F	−4,392	28.27	61,357	Form 4
2025-03-15	Santana Megan DSr EVP & Chief Risk Officer, Other	Option exercise M	+559	–	27,436	Form 4
2025-03-15	Santana Megan DSr EVP & Chief Risk Officer, Other	Option exercise M	+661	–	28,097	Form 4
2025-03-15	Santana Megan DSr EVP & Chief Risk Officer, Other	Option exercise M	+863	–	28,960	Form 4
2025-03-15	Santana Megan DSr EVP & Chief Risk Officer, Other	Option exercise M	+3,908	–	32,868	Form 4
2025-03-15	Santana Megan DSr EVP & Chief Risk Officer, Other	Other J	+209	–	33,077	Form 4
2025-03-15	Santana Megan DSr EVP & Chief Risk Officer, Other	Shares withheld for tax F	−2,699	28.27	30,378	Form 4
2025-03-15	Richardson Brian JSr EVP & CFO	Option exercise M	+654	–	17,027	Form 4
2025-03-15	Richardson Brian JSr EVP & CFO	Option exercise M	+778	–	17,805	Form 4
2025-03-15	Richardson Brian JSr EVP & CFO	Option exercise M	+1,020	–	18,825	Form 4
2025-03-15	Richardson Brian JSr EVP & CFO	Option exercise M	+4,578	–	23,403	Form 4
2025-03-15	Richardson Brian JSr EVP & CFO	Other J	+245	–	23,648	Form 4
2025-03-15	Richardson Brian JSr EVP & CFO	Shares withheld for tax F	−3,202	28.27	20,446	Form 4
2025-03-15	McCormick Patrick CSEVP & Chief Comm Bank Officer	Option exercise M	+489	–	7,106	Form 4
2025-03-15	McCormick Patrick CSEVP & Chief Comm Bank Officer	Option exercise M	+716	–	7,822	Form 4
2025-03-15	McCormick Patrick CSEVP & Chief Comm Bank Officer	Option exercise M	+3,000	–	10,822	Form 4
2025-03-15	McCormick Patrick CSEVP & Chief Comm Bank Officer	Shares withheld for tax F	−1,978	28.27	8,844	Form 4
2025-03-15	Monios Eleni SEVP & Chief Credit Officer	Option exercise M	+577	–	1,606	Form 4
2025-03-15	Monios Eleni SEVP & Chief Credit Officer	Option exercise M	+442	–	2,048	Form 4
2025-03-15	Monios Eleni SEVP & Chief Credit Officer	Option exercise M	+493	–	2,541	Form 4
2025-03-15	Monios Eleni SEVP & Chief Credit Officer	Shares withheld for tax F	−500	28.27	2,041	Form 4
2025-01-31	Petro Thomas MDirector	Option exercise M	+1,290	–	58,984	Form 4
2025-01-31	Benning Todd SDirector	Option exercise M	+1,290	–	14,361	Form 4
2025-01-31	Paquin NatalyeDirector	Option exercise M	+1,290	–	24,626	Form 4
2025-01-31	Connor Martin P.Director	Option exercise M	+1,290	–	6,310	Form 4
2025-01-31	Turner Michael L.Director	Option exercise M	+1,290	–	30,378	Form 4
2025-01-31	Zimmerman Charles HDirector	Option exercise M	+1,290	–	15,334	Form 4
2025-01-31	Wonderling Robert CDirector	Option exercise M	+1,290	–	17,364	Form 4
2025-01-31	Keenan SuzanneDirector	Option exercise M	+1,290	–	14,309	Form 4
2025-01-31	Beebe Joseph PDirector	Option exercise M	+1,290	–	10,400	Form 4

How to read it

Buy, sale: Code P and S on the form: shares bought or sold in the market, at the market price. The other codes are mostly pay (a grant, an option exercised) or tax (shares the company withheld), and say little about what the insider thinks of the price.
Plan: A sale or purchase under a Rule 10b5-1 plan, set up in advance and running on its own schedule. Since April 2023 the form has a box for it. Much executive selling is planned and says more about diversifying than about the company.
Holds after: The shares the insider still held after the trade, in the form the trade was in (directly, or indirectly through a trust or a fund).
Value: Shares times the price the form reports, which is often an average over several fills on the day.

Read from the SEC's own quarterly data sets of Forms 3, 4 and 5, and from each day's filings since the last one. A correcting amendment replaces the lines it restates. Every row links to its filing. None of this is advice: insiders sell for many reasons, and buy for fewer.

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