0001415199-20-000002.txt : 20200107
0001415199-20-000002.hdr.sgml : 20200107
20200107161126
ACCESSION NUMBER: 0001415199-20-000002
CONFORMED SUBMISSION TYPE: 5
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200107
DATE AS OF CHANGE: 20200107
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: SCHWEITZER JEFFREY M
CENTRAL INDEX KEY: 0001415199
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 5
SEC ACT: 1934 Act
SEC FILE NUMBER: 000-07617
FILM NUMBER: 20513435
BUSINESS ADDRESS:
STREET 1: 14 NORTH MAIN STREET
STREET 2: P O BOX 64197
CITY: SOUDERTON
STATE: PA
ZIP: 18964
BUSINESS PHONE: 215-721-2400
MAIL ADDRESS:
STREET 1: 14 NORTH MAIN STREET
STREET 2: P O BOX 64197
CITY: SOUDERTON
STATE: PA
ZIP: 18964
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: UNIVEST FINANCIAL Corp
CENTRAL INDEX KEY: 0000102212
STANDARD INDUSTRIAL CLASSIFICATION: STATE COMMERCIAL BANKS [6022]
IRS NUMBER: 231886144
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
BUSINESS ADDRESS:
STREET 1: 14 NORTH MAIN STREET
STREET 2: P. O. BOX 64197
CITY: SOUDERTON
STATE: PA
ZIP: 18964
BUSINESS PHONE: 2157212400
MAIL ADDRESS:
STREET 1: 14 NORTH MAIN STREET
STREET 2: P. O. BOX 64197
CITY: SOUDERTON
STATE: PA
ZIP: 18964
FORMER COMPANY:
FORMER CONFORMED NAME: UNIVEST CORP OF PENNSYLVANIA
DATE OF NAME CHANGE: 19920703
5
1
wf-form5_157843146858526.xml
FORM 5
X0306
5
2019-12-31
0
0
0
0000102212
UNIVEST FINANCIAL Corp
UVSP
0001415199
SCHWEITZER JEFFREY M
3964 GOSHEN DRIVE
HARLEYSVILLE
PA
19438
1
1
0
0
President & CEO
Common
53579.3253
D
Stock Options (Right to Buy)
17.235
2013-01-31
2021-01-31
Common
4500.0
4500
D
Stock Options (Right to Buy)
18.78
2016-01-31
2024-01-31
Common
955.0
955
D
Stock Options (Right to Buy)
18.52
2017-01-31
2025-01-31
Common
9000.0
9000
D
Stock Options (Right to Buy)
19.68
2017-01-31
2026-01-31
Common
13622.0
13622
D
Stock Options (Right to Buy)
28.15
2018-01-31
2027-01-31
Common
12277.0
12277
D
Stock Options (Right to Buy)
28.5
2019-03-15
2028-03-15
Common
13933.0
13933
D
Restricted Stock Units
2020-03-15
2022-03-15
Common
3663.0
3663
D
Performance Restricted Stock Units
2022-03-15
2022-03-15
Common
8545.0
8545
D
INCLUDES 14,206 PERFORMANCE-BASED RESTRICTED SHARES SUBJECT TO VESTING ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS.
INCLUDES 14,123.3253 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN.
AT THE GRANT DATE, STOCK OPTIONS ARE EXERCISABLE AT 33.3% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED.
EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.
RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE.
THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS.
Megan D. Santana
2020-01-07