SEC filingsOct 12, 2026 to Oct 19, 2026: insiders reported 840 purchases and sales across 212 companies.840 insider purchases and sales in 7 daysSee the filings →
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Company profile

UVSP

Univest Financial Corporation
NASDAQFinancials

Latest close: 41.25 USD · Oct 16, 2026 · 1 year · split-adjusted

On the price, the facts of the public record■Insider buy□Insider sell●Results filed
With an account, also○dividends▲splits◌next earningswith an account

End-of-day prices provided by Twelve Data · One close per session; the series does not update during the trading day.

Latest on record

The most recent facts, as filed.

Up to three of the most recent, checkable facts already loaded on this page, each linked to its source.

  1. Aug 24, 2026Reported sale · Form 4THOMAS M PETRO · $208.5KOpen the filing ↗
  2. Aug 13, 2026Reported sale · Form 4Michael L. Turner · $344.3KOpen the filing ↗
  3. Aug 13, 2026Notice of sale · Form 144Michael Turner · Director · $340.0KOpen the filing ↗

In numbers

What this profile holds, counted.

Closes · 1 year250
SEC filings on record1,83112 flagged findings
Reported transactions (Form 4)80since Jan 31, 2026 · and 40 other holdings
Corporate events (8-K)30since Apr 27, 2017

What the record says

Description, identity and filings, each with its source.

Every block cites its source. The colour of a finding marks its category — which document, who filed it — not how much it matters.

SEC topics

Regulatory history

Topics detected in its SEC reports, with the original excerpt.

Each topic is assigned by a classifier over the full filing; the excerpts show where it was detected and are not always enough to verify it. Open the filing to read it in full.

  • 2026-04-28capital return (buybacks/dividends)recentOpen filing ↗
    “…have shares withheld to cover income taxes upon the vesting of restricted stock awards and may use a stock swap to exercise stock…”
    +1 more passage from the same document
    • “…shares withheld to cover income taxes upon the vesting of restricted stock awards and may use a stock swap to exercise stock…”
  • 2026-04-28bank capital and credit cost contextrecentOpen filing ↗
    “…on deposits with other banks 2,810 1,360 Interest and dividends on other earning assets 704 687 Total interest income 106,351 103,416…”
    +1 more passage from the same document
    • “…other earning assets 704 687 Total interest income 106,351 103,416 Interest expense Interest on deposits 39,142 41,979 Interest on…”
  • 2026-02-23capital return (buybacks/dividends)recentOpen filing ↗
    “…have shares withheld to cover income taxes upon the vesting of restricted stock awards and may use a stock swap to exercise stock…”
    +1 more passage from the same document
    • “…approved the repurchase of 1,000,000 shares, or approximately 3.4 % of the Corporation's common stock outstanding as of…”
  • 2026-02-23bank capital and credit cost contextrecentOpen filing ↗
    “…Long-term debt (2,113) (51) (2,164) (373) 1,851 1,478 Subordinated notes (604) 952 348 — — — Interest on borrowings (2,757) 711…”
    +1 more passage from the same document
    • “…per share data) 2025 2024 2023 2022 2021 Results of Operations Interest income $ 430,486 $ 412,355 $ 371,730 $ 252,193 $ 209,731…”
  • 2026-02-23Department of Justice inquiryrecentOpen filing ↗
    “…Opportunity Act and the Fair Housing Act prohibit lenders from discriminating in their lending practices on the basis of…”

Original excerpts from SEC filings, untranslated. Not advice and not a prediction.

SEC record

SEC dossier

What this company has filed with the SEC, in plain language.

The 25 most recent filings (of 1,831)

Everything filed

Every SEC filing, newest first, with what it is. Below, each type with its own explanation.

  • Insider transaction · 2 Form 4 filingsshow all 2hide
  • Aug 13, 26Form 144 ↗Notice of proposed sale
  • Aug 6, 26SCHEDULE 13G/A ↗Passive stake · FMR LLC · 5.6% · event on Jun 30, 26 · amendment
  • Jul 28, 2610-Q ↗Quarterly report
  • Jul 27, 268-K ↗Current report · Communication to the market
  • Jul 23, 268-K ↗Current report · Results
  • Insider transaction · 3 Form 4 filingsshow all 3hide
  • Notice of proposed sale · 3 Form 144 filingsshow all 3hide
  • May 7, 26Form 4 ↗Insider transaction
  • May 6, 26SCHEDULE 13G/A ↗Passive stake · FMR LLC · 6.8% · event on Mar 31, 26 · amendment
  • May 5, 26Form 144 ↗Notice of proposed sale
  • Apr 30, 26SCHEDULE 13G ↗Passive stake · Vanguard Capital Management · 5.1% · event on Mar 31, 26
  • Apr 28, 2610-Q ↗Quarterly report
  • Apr 27, 26Form 4 ↗Insider transaction
  • Apr 27, 26Form 144 ↗Notice of proposed sale
  • Apr 24, 268-K ↗Current report · Shareholder vote results
  • Apr 23, 268-K ↗Current report · Results
  • Apr 2, 268-K ↗Current report · Other events
  • Mar 27, 26SCHEDULE 13G/A ↗Passive stake · amendment
  • Mar 17, 26Form 4 ↗Insider transaction

1,831 filings on record, the oldest from May 10, 94.

Listing the 25 most recent filings of the 1,831 on record.

8-Ks, explained

Structure18Governance56
  • Nov 6, 25StructureEntered a material agreement+4 more in the same filing8-K 1.01 ↗
  • Governance6 senior executive changes2023 – 2024show all 6hide
    • Jul 25, 24GovernanceA senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
    • Mar 11, 24GovernanceA senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
    • Oct 26, 23GovernanceA senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
    • Jul 27, 23GovernanceA senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
    • Apr 28, 23GovernanceA senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
    • Apr 3, 23GovernanceA senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
  • Nov 15, 22StructureTook on a new financial obligation+2 more in the same filing8-K 2.03 ↗
  • Nov 8, 22StructureEntered a material agreement+2 more in the same filing8-K 1.01 ↗
  • Governance6 senior executive changes2020 – 2022show all 6hide
    • Oct 27, 22GovernanceA senior executive left or was appointed+3 more in the same filing8-K 5.02 ↗
    • Sep 29, 22GovernanceA senior executive left or was appointed8-K 5.02 ↗
    • Jul 28, 22GovernanceA senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
    • Jan 27, 22GovernanceA senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
    • Jul 29, 21GovernanceA senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
    • Oct 30, 20GovernanceA senior executive left or was appointed8-K 5.02 ↗
  • Aug 5, 20StructureTook on a new financial obligation+2 more in the same filing8-K 2.03 ↗
  • Jul 30, 20StructureEntered a material agreement+2 more in the same filing8-K 1.01 ↗
  • Governance8 senior executive changes2017 – 2020show all 8hide
    • Jan 3, 20GovernanceA senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
    • Oct 24, 19GovernanceA senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
    • Mar 18, 19GovernanceA senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
    • Dec 6, 18GovernanceA senior executive left or was appointed8-K 5.02 ↗
    • Oct 1, 18GovernanceA senior executive left or was appointed8-K 5.02 ↗
    • Feb 28, 18GovernanceA senior executive left or was appointed8-K 5.02 ↗
    • Jan 2, 18GovernanceA senior executive left or was appointed8-K 5.02 ↗
    • Dec 1, 17GovernanceA senior executive left or was appointed8-K 5.02 ↗
  • Nov 30, 17StructureEntered a material agreement+2 more in the same filing8-K 1.01 ↗
  • Governance3 senior executive changes2017show all 3hide
    • Jul 27, 17GovernanceA senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
    • May 1, 17GovernanceA senior executive left or was appointed8-K 5.02 ↗
    • Apr 27, 17GovernanceA senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗

The record reaches back to Jan 3, 05.

Corporate events are tracked from 2004-08-23, when the SEC renumbered 8-K items. Earlier filings use an incompatible numbering and are not classified here.

Ownership and control

Schedule 13G: short-form filing

The short form, for holders who meet specific requirements: institutional investors, passive investors without a control purpose, or exempt investors. Asset managers and index funds usually file it.

  • BlackRock, Inc.8.5%Mar 31, 25SCHEDULE 13G/A ↗
  • FMR LLC5.6%Jun 30, 26SCHEDULE 13G/A ↗2 co-filers on this document — the figure is the largest single stake, not their sum. · 1 earlier filing
  • Vanguard Capital Management5.1%Mar 31, 26SCHEDULE 13G ↗
  • Manulife Investment Management (US) LLC4.6%Sep 30, 25SCHEDULE 13G/A ↗3 co-filers on this document — the figure is the largest single stake, not their sum. · 1 earlier filing

Structured 13D/G data starts 2023-12, when the SEC moved these filings to a machine-readable format. Earlier filings exist but are not parsed here.

Sale intention announced

On Aug 13, Michael Turner filed notice of intent to sell up to $340K. That is about 0.03% of shares outstanding.

A notice is not a sale: it may not go ahead, may happen in part, or at a different price.

After the notice, they sold $344K on Aug 13, per their Form 4. That is 100% of the shares announced so far, and the window is still open.

SEC record

Insider transactions

Buys and sells reported by officers, directors and major shareholders on SEC Form 4.

Buys and sells

  • Aug 24, 26Sell$208KTHOMAS M PETRO↗
  • Aug 13, 26Sell$344KMichael L. Turner↗
  • Jun 8, 26Sell$570KJEFFREY M SCHWEITZERChairman, President & CEO↗
  • Jun 8, 26Sell$114KMegan D SantanaSr EVP & Chief Risk Officer↗
  • Jun 8, 26Sell$85KBrian J RichardsonSr EVP & CFO↗
  • May 5, 26Sell$280KMichael S KeimSenior EVP & COO↗
  • Apr 27, 26Sell$491KNatalye Paquin↗
Stock compensation, tax and giftsshow the 33 other transactionshide

Stock compensation, tax withholding, option exercises and gifts. They are listed separately and are not included in the purchase and sale totals. The type describes the transaction, not the filer's intent.

  • Jun 8, 26Compensation$397KJEFFREY M SCHWEITZERChairman, President & CEO↗
  • Jun 8, 26Compensation$79KMegan D SantanaSr EVP & Chief Risk Officer↗
  • Jun 8, 26Compensation$60KBrian J RichardsonSr EVP & CFO↗
  • May 5, 26Compensation$206KMichael S KeimSenior EVP & COO↗
  • Mar 15, 26Compensationamount n/aJEFFREY M SCHWEITZERChairman, President & CEO↗
  • Mar 15, 26Compensationamount n/aJEFFREY M SCHWEITZERChairman, President & CEO↗
  • Mar 15, 26Compensationamount n/aJEFFREY M SCHWEITZERChairman, President & CEO↗
  • Mar 15, 26Compensationamount n/aJEFFREY M SCHWEITZERChairman, President & CEO↗
  • Mar 15, 26Otheramount n/aJEFFREY M SCHWEITZERChairman, President & CEO↗
  • Mar 15, 26Tax$262KJEFFREY M SCHWEITZERChairman, President & CEO↗
  • Mar 15, 26Compensationamount n/aMichael S KeimSenior EVP & COO↗
  • Mar 15, 26Compensationamount n/aMichael S KeimSenior EVP & COO↗
  • Mar 15, 26Compensationamount n/aMichael S KeimSenior EVP & COO↗
  • Mar 15, 26Compensationamount n/aMichael S KeimSenior EVP & COO↗
  • Mar 15, 26Otheramount n/aMichael S KeimSenior EVP & COO↗
  • Mar 15, 26Tax$142KMichael S KeimSenior EVP & COO↗
  • Mar 15, 26Compensationamount n/aMegan D SantanaSr EVP & Chief Risk Officer↗
  • Mar 15, 26Compensationamount n/aMegan D SantanaSr EVP & Chief Risk Officer↗
  • Mar 15, 26Compensationamount n/aMegan D SantanaSr EVP & Chief Risk Officer↗
  • Mar 15, 26Compensationamount n/aMegan D SantanaSr EVP & Chief Risk Officer↗
  • Mar 15, 26Otheramount n/aMegan D SantanaSr EVP & Chief Risk Officer↗
  • Mar 15, 26Tax$82KMegan D SantanaSr EVP & Chief Risk Officer↗
  • Mar 15, 26Compensationamount n/aBrian J RichardsonSr EVP & CFO↗
  • Mar 15, 26Compensationamount n/aBrian J RichardsonSr EVP & CFO↗
  • Mar 15, 26Compensationamount n/aBrian J RichardsonSr EVP & CFO↗
  • Mar 15, 26Compensationamount n/aBrian J RichardsonSr EVP & CFO↗
  • Mar 15, 26Otheramount n/aBrian J RichardsonSr EVP & CFO↗
  • Mar 15, 26Tax$97KBrian J RichardsonSr EVP & CFO↗
  • Mar 15, 26Compensationamount n/aPatrick C McCormickSEVP & Chief Comm Bank Officer↗
  • Mar 15, 26Compensationamount n/aPatrick C McCormickSEVP & Chief Comm Bank Officer↗
  • Mar 15, 26Compensationamount n/aPatrick C McCormickSEVP & Chief Comm Bank Officer↗
  • Mar 15, 26Compensationamount n/aPatrick C McCormickSEVP & Chief Comm Bank Officer↗
  • Mar 15, 26Otheramount n/aPatrick C McCormickSEVP & Chief Comm Bank Officer↗

The full record holds 249 transactions and goes back to Dec 2, 22.

Its sector and its market

Univest Financial Corporation among Financials companies

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Coverage

What sits behind this page.

Where each figure comes from and how far it reaches.

Prices
End-of-day closes provided by Twelve Data. One close per session; not real time. Closes adjusted for splits.
Series quality
250 clean closes in the period.
SEC records
1,831 documents on file, from May 10, 1994 to Aug 24, 2026.
Company description
No description available.
This page
Generated on Oct 19, 2026; refreshed through the day.

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Which SEC documents appear here?

Those filed with the SEC by the company, its insiders and its major shareholders, within our coverage: periodic reports (10-K, 10-Q, 20-F), material events (8-K), proposed sale notices (Form 144), insider transactions (Form 4) and stakes above 5% (13D/13G). Each links to the original on EDGAR.

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It depends on the company: some European issuers file a 20-F or 6-K with the SEC and others don't. The profile shows whatever is on record; when there is nothing, it says so rather than guessing why. Europe does not yet have a common filing archive like EDGAR in the United States. The EU will open its own, ESAP, in July 2027 (managers' transactions arrive in January 2028), and we plan to add it once it is available.

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