SCHWEITZER JEFFREY M

PrivateCIK: 1415199

Location

SOUDERTON, PA

SCHWEITZER JEFFREY M (President & CEO) exercised options at UNIVEST FINANCIAL CORP

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

M · 4 exercises

SCHWEITZER JEFFREY M

Filed: 3/19/2025ACC: 0001415199-25-000004

InsiderSCHWEITZER JEFFREY MCIK 1415199

→

IssuerUNIVEST FINANCIAL CORPCIK 102212

DirectorOfficer· President & CEO

Since Aug 2018

+11.50K

Net shares

Net buyer

$232.0K

Total sold

0

Open market trades

0B · 0S

12

Total transactions

37.67K acquired · 26.18K disposed

Non-Derivative Transactions6

Common

Direct

M · Option Exercise

Shares

+1.65K

Price / share

—

Trade value

—

% of position

1.8%

3/15/2025

90.19K→91.84K

Common

Direct

M · Option Exercise

Shares

+2.11K

Price / share

—

Trade value

—

% of position

2.3%

3/15/2025

91.84K→93.94K

Common

Direct

M · Option Exercise

Shares

+2.68K

Price / share

—

Trade value

—

% of position

2.9%

3/15/2025

93.94K→96.62K

Common

Direct

M · Option Exercise

Shares

+11.54K

Price / share

—

Trade value

—

% of position

11.9%

3/15/2025

96.62K→108.16K

Common

Direct

J · J

Shares

+618.00

Price / share

—

Trade value

—

% of position

0.6%

3/15/2025

108.16K→108.78K

Common

Direct

F · Tax Withholding

Shares

−8.21K

Price / share

$28.27

Trade value

$232.01K

% of position

7.5%

3/15/2025

108.78K→100.57K

Total

Net shares

+10.38K

Net value

-$232.01K

Security	Date	Type	Shares	Price / Share	Trade Value	% of Position	Held Before	Held After
Common Direct	3/15/2025	M · Option Exercise	+1.65K	—	—	1.8%	90.19K	91.84K
Common Direct	3/15/2025	M · Option Exercise	+2.11K	—	—	2.3%	91.84K	93.94K
Common Direct	3/15/2025	M · Option Exercise	+2.68K	—	—	2.9%	93.94K	96.62K
Common Direct	3/15/2025	M · Option Exercise	+11.54K	—	—	11.9%	96.62K	108.16K
Common Direct	3/15/2025	J · J	+618.00	—	—	0.6%	108.16K	108.78K
Common Direct	3/15/2025	F · Tax Withholding	−8.21K	$28.27	$232.01K	7.5%	108.78K	100.57K
Total			+10.38K		-$232.01K

Derivative Transactions6

Restricted Stock Units

Direct

M · Option Exercise

Converts to

Common

1.65K shares

Shares

−1.65K

Strike price

Held after

0.00

Exercisable

—

3/15/2025

Restricted Stock Units

Direct

M · Option Exercise

Converts to

Common

2.11K shares

Shares

−2.11K

Strike price

Held after

2.11K

Exercisable

—

3/15/2025

Restricted Stock Units

Direct

M · Option Exercise

Converts to

Common

2.68K shares

Shares

−2.68K

Strike price

Held after

5.36K

Exercisable

—

3/15/2025

Performance Restricted Stock Units

Direct

M · Option Exercise

Converts to

Common

11.54K shares

Shares

−11.54K

Strike price

Held after

0.00

Exercisable

—

3/15/2025

Restricted Stock Units

Direct

A · Award

Converts to

Common

5.73K shares

Shares

+5.73K

Strike price

Held after

5.73K

Exercisable

—

3/15/2025

Performance Restricted Stock Units

Direct

A · Award

Converts to

Common

13.36K shares

Shares

+13.36K

Strike price

Held after

13.36K

Exercisable

—

3/15/2025

Security	Converts To	Date	Type	Shares	Strike Price	Exercisable	Held After
Restricted Stock Units Direct	Common1.65K shares	3/15/2025	M · Option Exercise	−1.65K		—	0.00
Restricted Stock Units Direct	Common2.11K shares	3/15/2025	M · Option Exercise	−2.11K		—	2.11K
Restricted Stock Units Direct	Common2.68K shares	3/15/2025	M · Option Exercise	−2.68K		—	5.36K
Performance Restricted Stock Units Direct	Common11.54K shares	3/15/2025	M · Option Exercise	−11.54K		—	0.00
Restricted Stock Units Direct	Common5.73K shares	3/15/2025	A · Award	+5.73K		—	5.73K
Performance Restricted Stock Units Direct	Common13.36K shares	3/15/2025	A · Award	+13.36K		—	13.36K

SCHWEITZER JEFFREY M — Insider Transaction (Form 4) Filed Mar 19, 2025 | Finecho