What SEC filings does Univest Financial Corporation submit to the SEC?

Univest Financial Corporation (UVSP) submits several types of SEC filings including Form 4 (insider transactions), Form 144 (proposed insider sales), 8-K reports (material events such as earnings releases, acquisitions, leadership changes), and periodic reports — the 10-Q (quarterly) and 10-K (annual). All filings are publicly available through SEC EDGAR.

What does a Form 4 filing tell me about UVSP?

A Form 4 for UVSP discloses a transaction by a company insider — typically a director, officer, or 10%+ shareholder. It shows the source-reported date, number of shares, price, and updated ownership. These facts do not establish motive or predict future returns.

How do I interpret an 8-K filing from Univest Financial Corporation?

An 8-K signals a material event requiring prompt disclosure. Common triggers include earnings pre-announcements, acquisitions, leadership appointments or departures, credit changes, or regulatory actions. Read the item codes inside the filing to understand exactly what was disclosed before drawing conclusions.

What is the difference between a 10-K and 10-Q for UVSP?

The 10-K is Univest Financial Corporation's annual report with fully audited financial statements, comprehensive MD&A, and complete risk factor disclosures — filed 60–90 days after fiscal year-end. The 10-Q is a lighter quarterly report with unaudited financials filed for the first three quarters. Together they provide a continuous financial picture of the company.

Where can I see all UVSP SEC filings directly on EDGAR?

You can view all historical Univest Financial Corporation filings on the SEC EDGAR company page for UVSP. Each filing card on this page links directly to the original SEC document.

How often does Univest Financial Corporation file with the SEC?

Univest Financial Corporation files one 10-K per year and up to three 10-Qs per year. Form 4 insider transactions must be reported within two business days of each trade, so the frequency depends on how often insiders are buying or selling UVSP shares. 8-K filings occur whenever a material event happens — which can be several times per quarter for an active company.

UVSP SEC Filing News — Univest Financial Corporation

Latest SEC filings for Univest Financial Corporation (UVSP) explained in plain English. Covers insider buying and selling (Form 4), proposed insider sales (Form 144), material company events (8-K), and quarterly & annual reports (10-Q / 10-K). StrongBuyAnalytics provides navigation and brief excerpts or summaries; original filings remain at the SEC/source links and were authored by their filers, not StrongBuyAnalytics. Filing dates shown are source dates. Coverage and detection can be delayed or incomplete because of SEC availability, amendments, parsing, caching, or outages. Latest source filing date shown: 2026-08-24.

Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking services in the United States. It operates through three segments: Banking; Wealth Management; and Insurance. The Banking segment offers financial services to individuals, businesses, municipalities, and non-profit organizations, including deposit taking, loan origination and servicing, mortgage banking, other general banking services, and equipment lease financing. The Wealth …

Sector: Financial Services Industry: Banks - Regional Market Cap: $1.1B CIK: 102212

Total Filings

Bullish Classifications

Bearish Classifications

Insider Transactions

Material Events (8-K)

Periodic Reports

Rule-based classifications for UVSP currently lean bearish. Of the 20 filing records displayed, 7 carry bearish classifications (such as insider sales or negative 8-K disclosures) versus 0 bullish. This does not necessarily signal fundamental deterioration — insiders sell for many reasons — but it is worth monitoring alongside the company's core financial metrics.

UVSP Filing Activity Snapshot 2026-04-02 — 2026-08-24

Insider Transactions (Form 4)

0 buys vs 7 sells

Net insider selling in this period — insiders sell for many reasons beyond conviction.

Largest Form 144 Filing

$570.0K

JEFFREY M. SCHWEITZER · 2026-06-08

13,933 shares · Form 144

Form 144 Notices

Proposed insider sales filed — Form 144 is a notice of intent, not a confirmed transaction. Actual sales are confirmed via Form 4.

Insider Transactions 7 · Forms 3, 4 and 5

A Form 4 is filed within two business days of a company insider — an officer, a director, or a holder of more than ten percent of the stock — changing their position in the shares. All 7 filings in this group are Form 4s for Univest Financial Corporation.

The difficulty with reading these filings as a group is that a single form type covers transactions that mean entirely different things. An executive spending their own money to buy stock and an executive having shares withheld to pay tax on a vesting grant both appear as a Form 4. Every filing below is therefore tagged with the nature of the underlying transaction, taken from the transaction code reported on the form itself.

Across the 7 insider filings shown, the breakdown is 7 open-market sale. 7 of them involved a discretionary open-market trade; the rest are compensation and administrative mechanics.

What each transaction type means

Open-market sale ×7: The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Form 4 Open-market sale Insider Selling 2026-08-24

UVSP insider PETRO THOMAS M (Director) sold 5,000 shares (~$208.4K)

PETRO THOMAS M, listed as Director at UNIVEST FINANCIAL Corp, reported an open-market sale of 5,000 UVSP shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`S`	Open-market sale	5,000	$41.69	$208.4K

Filing: Form 4 (Insider Transaction) Insider: PETRO THOMAS M (Director) Shares: 5,000 Est. Value: $208.4K

View on SEC EDGAR → Open Filing Document →

Form 4 Open-market sale Insider Selling 2026-08-14

UVSP insider Turner Michael L. (Director) sold 8,000 shares (~$344.3K)

Turner Michael L., listed as Director at UNIVEST FINANCIAL Corp, reported an open-market sale of 8,000 UVSP shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`S`	Open-market sale	8,000	$43.03	$344.3K

Filing: Form 4 (Insider Transaction) Insider: Turner Michael L. (Director) Shares: 8,000 Est. Value: $344.3K

View on SEC EDGAR → Open Filing Document →

Form 4 Open-market sale Insider Selling 2026-06-09

UVSP insider Santana Megan D (Sr EVP & Chief Risk Officer) sold 2,787 shares (~$113.8K)

Santana Megan D, listed as Sr EVP & Chief Risk Officer at UNIVEST FINANCIAL Corp, reported an open-market sale of 2,787 UVSP shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`M`	Option exercise	2,787	$28.50	$79.4K
`S`	Open-market sale	2,787	$40.83	$113.8K
`M`	Option exercise derivative · Stock Options (Right to Buy)	2,787	—	—

Filing: Form 4 (Insider Transaction) Insider: Santana Megan D (Sr EVP & Chief Risk Officer) Shares: 2,787 Est. Value: $113.8K

View on SEC EDGAR → Open Filing Document →

Form 4 Open-market sale Insider Selling 2026-06-09

UVSP insider Richardson Brian J (Sr EVP & CFO) sold 2,090 shares (~$85.5K)

Richardson Brian J, listed as Sr EVP & CFO at UNIVEST FINANCIAL Corp, reported an open-market sale of 2,090 UVSP shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`M`	Option exercise	2,090	$28.50	$59.6K
`S`	Open-market sale	2,090	$40.90	$85.5K
`M`	Option exercise derivative · Stock Options (Right to Buy)	2,090	—	—

Filing: Form 4 (Insider Transaction) Insider: Richardson Brian J (Sr EVP & CFO) Shares: 2,090 Est. Value: $85.5K

View on SEC EDGAR → Open Filing Document →

Form 4 Open-market sale Insider Selling 2026-06-09

UVSP insider SCHWEITZER JEFFREY M (Director, Chairman, President & CEO) sold 13,933 shares (~$570.0K)

SCHWEITZER JEFFREY M, listed as Director, Chairman, President & CEO at UNIVEST FINANCIAL Corp, reported an open-market sale of 13,933 UVSP shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`M`	Option exercise	13,933	$28.50	$397.1K
`S`	Open-market sale	13,933	$40.91	$570.0K
`M`	Option exercise derivative · Stock Options (Right to Buy)	13,933	—	—

Filing: Form 4 (Insider Transaction) Insider: SCHWEITZER JEFFREY M (Director, Chairman, President & CEO) Shares: 13,933 Est. Value: $570.0K

View on SEC EDGAR → Open Filing Document →

Form 4 Open-market sale Insider Selling 2026-05-07

UVSP insider Keim Michael S (Senior EVP & COO) sold 7,245 shares (~$280.4K)

Keim Michael S, listed as Senior EVP & COO at UNIVEST FINANCIAL Corp, reported an open-market sale of 7,245 UVSP shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`M`	Option exercise	7,245	$28.50	$206.5K
`S`	Open-market sale	7,245	$38.71	$280.4K
`M`	Option exercise derivative · Stock Options (Right to Buy)	7,245	—	—

Filing: Form 4 (Insider Transaction) Insider: Keim Michael S (Senior EVP & COO) Shares: 7,245 Est. Value: $280.4K

View on SEC EDGAR → Open Filing Document →

Form 4 Open-market sale Insider Selling 2026-04-27

UVSP insider Paquin Natalye (Director) sold 13,000 shares (~$491.4K)

Paquin Natalye, listed as Director at UNIVEST FINANCIAL Corp, reported an open-market sale of 13,000 UVSP shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`S`	Open-market sale	13,000	$37.80	$491.4K

Filing: Form 4 (Insider Transaction) Insider: Paquin Natalye (Director) Shares: 13,000 Est. Value: $491.4K

View on SEC EDGAR → Open Filing Document →

Proposed Insider Sales 6 · Form 144

A Form 144 is a notice of intent to sell restricted or control securities. It is not a record that anything was sold. Univest Financial Corporation has 6 such notices in this period.

The distinction matters because a Form 144 is frequently reported as though it were a completed insider sale. The filer may sell all of the shares covered, some of them, or none at all, and there is no obligation to update the notice either way. A sale that is actually executed by an officer or director shows up separately on a Form 4, which is the filing to check before treating a proposed sale as a real one.

Form 144 Proposed Insider Sale 2026-08-13

UVSP Form 144 filed for proposed insider sale by Michael Turner (8,000 shares) ~$340.0K

Michael Turner filed a Form 144 with the SEC indicating intent to sell UVSP (UNIVEST FINANCIAL Corp) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: Michael Turner Shares: 8,000 Est. Value: $340.0K

View on SEC EDGAR → Open Filing Document →

Form 144 Proposed Insider Sale 2026-06-08

UVSP Form 144 filed for proposed insider sale by BRIAN J. RICHARDSON (2,090 shares) ~$85.5K

BRIAN J. RICHARDSON filed a Form 144 with the SEC indicating intent to sell UVSP (UNIVEST FINANCIAL Corp) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: BRIAN J. RICHARDSON Shares: 2,090 Est. Value: $85.5K

View on SEC EDGAR → Open Filing Document →

Form 144 Proposed Insider Sale 2026-06-08

UVSP Form 144 filed for proposed insider sale by MEGAN D. SANTANA (2,787 shares) ~$113.8K

MEGAN D. SANTANA filed a Form 144 with the SEC indicating intent to sell UVSP (UNIVEST FINANCIAL Corp) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: MEGAN D. SANTANA Shares: 2,787 Est. Value: $113.8K

View on SEC EDGAR → Open Filing Document →

Form 144 Proposed Insider Sale 2026-06-08

UVSP Form 144 filed for proposed insider sale by JEFFREY M. SCHWEITZER (13,933 shares) ~$570.0K

JEFFREY M. SCHWEITZER filed a Form 144 with the SEC indicating intent to sell UVSP (UNIVEST FINANCIAL Corp) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: JEFFREY M. SCHWEITZER Shares: 13,933 Est. Value: $570.0K

View on SEC EDGAR → Open Filing Document →

Form 144 Proposed Insider Sale 2026-05-05

UVSP Form 144 filed for proposed insider sale by MICHAEL KEIM (7,245 shares) ~$280.4K

MICHAEL KEIM filed a Form 144 with the SEC indicating intent to sell UVSP (UNIVEST FINANCIAL Corp) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: MICHAEL KEIM Shares: 7,245 Est. Value: $280.4K

View on SEC EDGAR → Open Filing Document →

Form 144 Proposed Insider Sale 2026-04-27

UVSP Form 144 filed for proposed insider sale by Paquin Natalye (13,000 shares) ~$487.6K

Paquin Natalye filed a Form 144 with the SEC indicating intent to sell UVSP (UNIVEST FINANCIAL Corp) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: Paquin Natalye Shares: 13,000 Est. Value: $487.6K

View on SEC EDGAR → Open Filing Document →

Material Events 5 · Form 8-K

An 8-K reports a material event in the window between scheduled reports. There are 5 in this period for Univest Financial Corporation. Each 8-K names the item number it is filed under, and that number is the fastest way to tell a routine disclosure from a consequential one.

Item 2.02 is an earnings release, Item 5.02 is a change of directors or officers, and Item 1.01 or 2.01 covers a material agreement or a completed acquisition. Item 7.01 and Item 8.01 are the general-purpose disclosure items and carry no fixed meaning on their own.

Form 8-K Material Company Update 2026-07-27

UVSP filed 8-K — material company event

UNIVEST FINANCIAL Corp filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)

View on SEC EDGAR → Open Filing Document →

Form 8-K Material Company Update 2026-07-23

UVSP filed 8-K — material company event

UNIVEST FINANCIAL Corp filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)

View on SEC EDGAR → Open Filing Document →

Form 8-K Material Company Update 2026-04-24

UVSP filed 8-K — material company event

UNIVEST FINANCIAL Corp filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)

View on SEC EDGAR → Open Filing Document →

Form 8-K Material Company Update 2026-04-23

UVSP filed 8-K — material company event

UNIVEST FINANCIAL Corp filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)

View on SEC EDGAR → Open Filing Document →

Form 8-K Material Company Update 2026-04-02

UVSP filed 8-K — material company event

UNIVEST FINANCIAL Corp filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)

View on SEC EDGAR → Open Filing Document →

Periodic Reports 2 · Forms 10-K and 10-Q

The periodic reports are where the audited and reviewed financial statements live. This period contains 2 quarterly reports (10-Q) for Univest Financial Corporation.

The two are not equivalent in weight. A 10-K is audited by an external firm and includes the full risk factor disclosure, business description and management discussion; a 10-Q is unaudited, reviewed rather than examined, and much shorter. When a figure in a quarterly report is later revised, the annual report is usually where the correction appears.

An amended report — 10-K/A or 10-Q/A — restates or corrects something in the original filing, and is worth reading against the version it replaces.

Form 10-Q Quarterly Report 2026-07-28

UVSP filed Quarterly Report (10-Q)

UNIVEST FINANCIAL Corp filed its quarterly report with the SEC. This report includes unaudited financial statements and management discussion for the quarter.

Filing: 10-Q (Quarterly Report)

View on SEC EDGAR → Open Filing Document →

Form 10-Q Quarterly Report 2026-04-28

UVSP filed Quarterly Report (10-Q)

UNIVEST FINANCIAL Corp filed its quarterly report with the SEC. This report includes unaudited financial statements and management discussion for the quarter.

Filing: 10-Q (Quarterly Report)

View on SEC EDGAR → Open Filing Document →

How we classify Univest Financial Corporation's filings

Straight from EDGAR

Each displayed record links to an original source document. StrongBuyAnalytics provides navigation and brief excerpts or summaries, not the filing itself. Parsing may omit context or contain errors, so read the original document in full.

Transaction codes, not guesswork

The nature shown on each insider filing comes from the transaction code the filer entered on the form itself — P for an open-market purchase, A for a compensation award, F for shares withheld to pay tax, M for an option exercise. Where one filing contains several codes, the transaction table lists them line by line.

Why the distinction matters

Insider activity is routinely summarised as buying or selling, which flattens together decisions that mean very different things. Shares withheld for tax on a vesting grant are an automatic administrative step; shares bought on the open market are someone committing their own money at the current price.

What this page does not tell you

A filing records what happened, not why. Form 4 does not always disclose whether a sale was executed under a pre-arranged Rule 10b5-1 plan, and no single filing is a basis for a decision on UVSP. Read these alongside the fundamentals rather than in isolation.

Frequently Asked Questions — UVSP SEC Filings

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UVSP Full Analysis

Publisher, sources & limitations — September 15, 2026. StrongBuyAnalytics provides navigation and brief excerpts or summaries for educational use. Original filings remain at SEC EDGAR or other displayed source links; StrongBuyAnalytics does not author them. Filing dates are source dates, not publication dates for this page. Coverage can be delayed, incomplete, amended, or unavailable because of SEC/source availability, parsing, caching, or outages. Verify every material statement in the original filing.

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