KEIM MICHAEL S

PrivateCIK: 1566245

Location

SOUDERTON, PA

KEIM MICHAEL S (Senior EVP) exercised options at UNIVEST FINANCIAL CORP

Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.

M · 4 exercises

KEIM MICHAEL S

Filed: 3/19/2025ACC: 0001566245-25-000004

InsiderKEIM MICHAEL SCIK 1566245

→

IssuerUNIVEST FINANCIAL CORPCIK 102212

Officer· Senior EVP

Since Aug 2018

+6.54K

Net shares

Net buyer

$124.2K

Total sold

0

Open market trades

0B · 0S

12

Total transactions

20.68K acquired · 14.13K disposed

Non-Derivative Transactions6

Common

Direct

M · Option Exercise

Shares

+887.00

Price / share

—

Trade value

—

% of position

1.6%

3/15/2025

55.68K→56.57K

Common

Direct

M · Option Exercise

Shares

+1.15K

Price / share

—

Trade value

—

% of position

2.0%

3/15/2025

56.57K→57.72K

Common

Direct

M · Option Exercise

Shares

+1.50K

Price / share

—

Trade value

—

% of position

2.6%

3/15/2025

57.72K→59.22K

Common

Direct

M · Option Exercise

Shares

+6.20K

Price / share

—

Trade value

—

% of position

10.5%

3/15/2025

59.22K→65.42K

Common

Direct

J · J

Shares

+332.00

Price / share

—

Trade value

—

% of position

0.5%

3/15/2025

65.42K→65.75K

Common

Direct

F · Tax Withholding

Shares

−4.39K

Price / share

$28.27

Trade value

$124.16K

% of position

6.7%

3/15/2025

65.75K→61.36K

Total

Net shares

+5.68K

Net value

-$124.16K

Security	Date	Type	Shares	Price / Share	Trade Value	% of Position	Held Before	Held After
Common Direct	3/15/2025	M · Option Exercise	+887.00	—	—	1.6%	55.68K	56.57K
Common Direct	3/15/2025	M · Option Exercise	+1.15K	—	—	2.0%	56.57K	57.72K
Common Direct	3/15/2025	M · Option Exercise	+1.50K	—	—	2.6%	57.72K	59.22K
Common Direct	3/15/2025	M · Option Exercise	+6.20K	—	—	10.5%	59.22K	65.42K
Common Direct	3/15/2025	J · J	+332.00	—	—	0.5%	65.42K	65.75K
Common Direct	3/15/2025	F · Tax Withholding	−4.39K	$28.27	$124.16K	6.7%	65.75K	61.36K
Total			+5.68K		-$124.16K

Derivative Transactions6

Restricted Stock Units

Direct

M · Option Exercise

Converts to

Common

887.00 shares

Shares

−887.00

Strike price

Held after

0.00

Exercisable

—

3/15/2025

Restricted Stock Units

Direct

M · Option Exercise

Converts to

Common

1.15K shares

Shares

−1.15K

Strike price

Held after

1.15K

Exercisable

—

3/15/2025

Restricted Stock Units

Direct

M · Option Exercise

Converts to

Common

1.50K shares

Shares

−1.50K

Strike price

Held after

3K

Exercisable

—

3/15/2025

Performance Restricted Stock Units

Direct

M · Option Exercise

Converts to

Common

6.20K shares

Shares

−6.20K

Strike price

Held after

0.00

Exercisable

—

3/15/2025

Restricted Stock Units

Direct

A · Award

Converts to

Common

3.18K shares

Shares

+3.18K

Strike price

Held after

3.18K

Exercisable

—

3/15/2025

Performance Restricted Stock Units

Direct

A · Award

Converts to

Common

7.42K shares

Shares

+7.42K

Strike price

Held after

7.42K

Exercisable

—

3/15/2025

Security	Converts To	Date	Type	Shares	Strike Price	Exercisable	Held After
Restricted Stock Units Direct	Common887.00 shares	3/15/2025	M · Option Exercise	−887.00		—	0.00
Restricted Stock Units Direct	Common1.15K shares	3/15/2025	M · Option Exercise	−1.15K		—	1.15K
Restricted Stock Units Direct	Common1.50K shares	3/15/2025	M · Option Exercise	−1.50K		—	3K
Performance Restricted Stock Units Direct	Common6.20K shares	3/15/2025	M · Option Exercise	−6.20K		—	0.00
Restricted Stock Units Direct	Common3.18K shares	3/15/2025	A · Award	+3.18K		—	3.18K
Performance Restricted Stock Units Direct	Common7.42K shares	3/15/2025	A · Award	+7.42K		—	7.42K

KEIM MICHAEL S — Insider Transaction (Form 4) Filed Mar 19, 2025 | Finecho