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
InsiderSCHWEITZER JEFFREY MCIK 1415199
IssuerUNIVEST FINANCIAL CORPCIK 102212
DirectorOfficer· President & CEO
Since Aug 2018
+5.60K
Net shares
Net buyer
$262.3K
Total sold
0
Open market trades
0B · 0S
12
Total transactions
38.32K acquired · 32.73K disposed
Non-Derivative Transactions6

Common

Direct
M · Option Exercise

Shares

+2.11K

Price / share

Trade value

% of position

2.1%
3/15/2026
100.37K102.48K

Common

Direct
M · Option Exercise

Shares

+2.68K

Price / share

Trade value

% of position

2.6%
3/15/2026
102.48K105.16K

Common

Direct
M · Option Exercise

Shares

+1.91K

Price / share

Trade value

% of position

1.8%
3/15/2026
105.16K107.06K

Common

Direct
M · Option Exercise

Shares

+14.74K

Price / share

Trade value

% of position

13.8%
3/15/2026
107.06K121.80K

Common

Direct
J · J

Shares

3.27K

Price / share

Trade value

% of position

2.7%
3/15/2026
121.80K118.53K

Common

Direct
F · Tax Withholding

Shares

8.02K

Price / share

$32.72

Trade value

$262.35K

% of position

6.8%
3/15/2026
118.53K110.51K
Total

Net shares

+10.14K

Net value

-$262.35K

Derivative Transactions6

Restricted Stock Units

Direct
M · Option Exercise
Converts to

Common

2.11K shares

Shares

2.11K

Strike price

Held after

0.00

Exercisable

3/15/2026

Restricted Stock Units

Direct
M · Option Exercise
Converts to

Common

2.68K shares

Shares

2.68K

Strike price

Held after

2.68K

Exercisable

3/15/2026

Restricted Stock Units

Direct
M · Option Exercise
Converts to

Common

1.91K shares

Shares

1.91K

Strike price

Held after

3.82K

Exercisable

3/15/2026

Performance Restricted Stock Units

Direct
M · Option Exercise
Converts to

Common

14.74K shares

Shares

14.74K

Strike price

Held after

0.00

Exercisable

3/15/2026

Restricted Stock Units

Direct
A · Award
Converts to

Common

5.07K shares

Shares

+5.07K

Strike price

Held after

5.07K

Exercisable

3/15/2026

Performance Restricted Stock Units

Direct
A · Award
Converts to

Common

11.82K shares

Shares

+11.82K

Strike price

Held after

11.82K

Exercisable

3/15/2026
Non-Derivative Holdings (Post-Transaction)1

Common

Indirect
Shares owned100.63
Total
100.63 indirect100.63
Derivative Holdings (Post-Transaction)0
No derivative holdings reported
SCHWEITZER JEFFREY M — Insider Transaction (Form 4) Filed Mar 17, 2026 | Finecho