0001415199-21-000002.txt : 20210122
0001415199-21-000002.hdr.sgml : 20210122
20210122133605
ACCESSION NUMBER: 0001415199-21-000002
CONFORMED SUBMISSION TYPE: 5
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210122
DATE AS OF CHANGE: 20210122
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: 21545301
BUSINESS ADDRESS:
STREET 1: 14 NORTH MAIN STREET
STREET 2: PO BOX 197
CITY: SOUDERTON
STATE: PA
ZIP: 18964
BUSINESS PHONE: 215-721-2446
MAIL ADDRESS:
STREET 1: 14 NORTH MAIN STREET
STREET 2: PO BOX 197
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: PO BOX 197
CITY: SOUDERTON
STATE: PA
ZIP: 18964
BUSINESS PHONE: 2157212400
MAIL ADDRESS:
STREET 1: 14 NORTH MAIN STREET
STREET 2: PO BOX 197
CITY: SOUDERTON
STATE: PA
ZIP: 18964
FORMER COMPANY:
FORMER CONFORMED NAME: UNIVEST CORP OF PENNSYLVANIA
DATE OF NAME CHANGE: 19920703
5
1
wf-form5_161134055127872.xml
FORM 5
X0306
5
2020-12-31
0
0
0
0000102212
UNIVEST FINANCIAL Corp
UVSP
0001415199
SCHWEITZER JEFFREY M
14 NORTH MAIN STREET
PO BOX 197
SOUDERTON
PA
18964
1
1
0
0
President & CEO
Common
53339.766
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
2442.0
2442
D
Restricted Stock Units
2021-03-15
2023-03-15
Common
6069.0
6069
D
Performance Restricted Stock Units
2022-03-15
2022-03-15
Common
8545.0
8545
D
Performance Restricted Stock Units
2023-03-15
2023-03-15
Common
14161.0
14161
D
INCLUDES 16,131.7660 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN.
INCLUDES 7,368 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.
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
2021-01-22