# UNIVEST FINANCIAL Corp (UVSP)

> Cited company facts from SEC filings, by Steadybase. Web page: https://steadybase.io/company/univest-financial-corp/ JSON: https://steadybase.io/company/univest-financial-corp.json Checked Nov 10, 2026. Latest filing read: Nov 3, 2026.

## Company

- Legal name: UNIVEST FINANCIAL Corp
- Ticker: UVSP (Nasdaq)
- SEC CIK: 0000102212
- Industry: State Commercial Banks (SIC 6022)
- Headquarters: Souderton, PA
- Fiscal year ends: December 31
- SEC filer category: Large accelerated filer
- Website: univest.net
- LinkedIn: https://www.linkedin.com/company/univest
- Next earnings date: Feb 4, 2027 (estimated from past 8-K timing)

## Key facts

- Revenue: $328.1M for the fiscal year ended Dec 31, 2025 (10-K filed Feb 23, 2026). Source: https://www.sec.gov/Archives/edgar/data/102212/000010221226000012/0000102212-26-000012-index.html
- Net income: $90.8M for the fiscal year ended Dec 31, 2025 (10-K filed Feb 23, 2026). Source: https://www.sec.gov/Archives/edgar/data/102212/000010221226000012/0000102212-26-000012-index.html
- Employees: 960 as of Dec 31, 2025, as reported in an SEC filing. Source: https://www.sec.gov/Archives/edgar/data/102212/000010221226000012/uvsp-20251231.htm
- Shares outstanding: 27,143,896 as of Nov 2, 2026 (10-Q filed Nov 3, 2026). Source: https://www.sec.gov/Archives/edgar/data/102212/000010221226000043/0000102212-26-000043-index.html
- Auditor: Kpmg, LLP, Philadelphia, PA, named in the latest 10-K. Source: https://www.sec.gov/Archives/edgar/data/102212/000010221226000012/uvsp-20251231.htm

## Business

The Corporation is a Pennsylvania corporation, organized in 1973, and registered as a bank holding company pursuant to the Bank Holding Company Act of 1956. The Corporation owns all of the capital stock of Univest Bank and Trust Co. (the "Bank") and is the sole member of 1876 Double Eagle LLC. The consolidated financial statements include the accounts of the Corporation and its wholly owned subsidiaries, the Bank and 1876 Double Eagle LLC. The Corporation's and the Bank's headquarters are located at 14 North Main Street, Souderton, Pennsylvania 18964.3 million.

Source: Item 1. Business, https://www.sec.gov/Archives/edgar/data/102212/000010221226000012/uvsp-20251231.htm

## Annual results

| Fiscal year ended | Revenue | Net income |
|---|---|---|
| Dec 31, 2025 | $328.1M | $90.8M |
| Dec 31, 2024 | $299.2M | $75.9M |
| Dec 31, 2023 | $296.8M | $71.1M |
| Dec 31, 2022 | $296.2M | $78.1M |
| Dec 31, 2021 | $0 | $91.8M |

Each figure comes from the annual report for that year. Filing links for every figure: https://steadybase.io/company/univest-financial-corp.json

## Officers and directors

- Jeffrey M. Schweitzer, Chairman, President & CEO. LinkedIn: https://linkedin.com/in/jeff-schweitzer-16052717. Source: Form 4 filed Jun 9, 2026, https://www.sec.gov/Archives/edgar/data/102212/000141519926000006/0001415199-26-000006-index.htm
- Brian J. Richardson, Sr EVP & CFO. LinkedIn: https://linkedin.com/in/brian-richardson-614b683b. Source: Form 4 filed Jun 9, 2026, https://www.sec.gov/Archives/edgar/data/102212/000177974326000006/0001779743-26-000006-index.htm
- Michael S. Keim, Senior EVP & COO. Source: Form 4 filed May 7, 2026, https://www.sec.gov/Archives/edgar/data/102212/000156624526000006/0001566245-26-000006-index.htm
- Megan D. Santana, Sr EVP & Chief Risk Officer. Source: Form 4 filed Jun 9, 2026, https://www.sec.gov/Archives/edgar/data/102212/000166830826000006/0001668308-26-000006-index.htm
- Eleni S. Monios, EVP & Chief Credit Officer. Source: Form 4 filed Mar 17, 2026, https://www.sec.gov/Archives/edgar/data/102212/000200317626000004/0002003176-26-000004-index.htm
- Patrick C. McCormick, SEVP & Chief Comm Bank Officer. Source: Form 4 filed Mar 17, 2026, https://www.sec.gov/Archives/edgar/data/102212/000192091826000004/0001920918-26-000004-index.htm
- Anne Vazquez, Board member (per proxy). Source: DEF 14A filed Mar 13, 2026, https://www.sec.gov/Archives/edgar/data/102212/000010221226000015/usvp-20260313.htm
- Domenick A. Cama, Board member (per proxy). Source: DEF 14A filed Mar 13, 2026, https://www.sec.gov/Archives/edgar/data/102212/000010221226000015/usvp-20260313.htm
- Joseph P. Beebe, Board member (per proxy). Source: DEF 14A filed Mar 13, 2026, https://www.sec.gov/Archives/edgar/data/102212/000010221226000015/usvp-20260313.htm
- Natalye Paquin, Board member (per proxy). Source: DEF 14A filed Mar 13, 2026, https://www.sec.gov/Archives/edgar/data/102212/000010221226000015/usvp-20260313.htm
- Robert C. Wonderling, Board member (per proxy). Source: DEF 14A filed Mar 13, 2026, https://www.sec.gov/Archives/edgar/data/102212/000010221226000015/usvp-20260313.htm

## Recent 8-K events

- Oct 29, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/102212/000010221226000041/uvsp-20261028.htm
- Jul 27, 2026: Item 7.01, Regulation FD disclosure; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/102212/000010221226000035/uvsp-20260727.htm
- Jul 23, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/102212/000010221226000033/uvsp-20260722.htm
- Apr 24, 2026: Item 5.07, Submission of matters to a vote of security holders. Source: https://www.sec.gov/Archives/edgar/data/102212/000010221226000024/uvsp-20260423.htm
- Apr 23, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/102212/000010221226000022/uvsp-20260422.htm
- Apr 2, 2026: Item 8.01, Other events; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/102212/000010221226000019/uvsp-20260401.htm
- Feb 10, 2026: Item 8.01, Other events. Source: https://www.sec.gov/Archives/edgar/data/102212/000119312526044136/d29558d8k.htm
- Jan 29, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/102212/000010221226000005/uvsp-20260128.htm
- Dec 10, 2025: Item 8.01, Other events. Source: https://www.sec.gov/Archives/edgar/data/102212/000010221225000032/uvsp-20251210.htm
- Nov 6, 2025: Item 1.01, Entry into a material definitive agreement; Item 2.03, Creation of a direct financial obligation; Item 7.01, Regulation FD disclosure; Item 8.01, Other events; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/102212/000119312525269732/d64897d8k.htm

## Insider trades (Form 4)

- Aug 24, 2026: Thomas M. Petro (Director) sold 5,000 shares, about $208,450. Source: https://www.sec.gov/Archives/edgar/data/102212/000125429526000006/0001254295-26-000006-index.htm
- Aug 13, 2026: Michael L. Turner (Director) sold 8,000 shares, about $344,320. Source: https://www.sec.gov/Archives/edgar/data/102212/000162991126000006/0001629911-26-000006-index.htm
- Jun 8, 2026: Brian J. Richardson (Sr EVP & CFO) sold 2,090 shares, about $85,481. Source: https://www.sec.gov/Archives/edgar/data/102212/000177974326000006/0001779743-26-000006-index.htm
- Jun 8, 2026: Megan D. Santana (Sr EVP & Chief Risk Officer) sold 2,787 shares, about $113,793. Source: https://www.sec.gov/Archives/edgar/data/102212/000166830826000006/0001668308-26-000006-index.htm
- Jun 8, 2026: Jeffrey M. Schweitzer (Chairman, President & CEO) sold 13,933 shares, about $569,999. Source: https://www.sec.gov/Archives/edgar/data/102212/000141519926000006/0001415199-26-000006-index.htm
- May 5, 2026: Michael S. Keim (Senior EVP & COO) sold 7,245 shares, about $280,454. Source: https://www.sec.gov/Archives/edgar/data/102212/000156624526000006/0001566245-26-000006-index.htm
- Apr 27, 2026: Natalye Paquin (Director) sold 13,000 shares, about $491,400. Source: https://www.sec.gov/Archives/edgar/data/102212/000137727426000008/0001377274-26-000008-index.htm
- Feb 2, 2026: Natalye Paquin (Director) bought 580 shares, about $20,056. Source: https://www.sec.gov/Archives/edgar/data/102212/000137727426000004/0001377274-26-000004-index.htm
- Dec 12, 2025: Brian J. Richardson (Sr EVP & CFO) sold 1,500 shares, about $51,675. Source: https://www.sec.gov/Archives/edgar/data/102212/000177974325000008/0001779743-25-000008-index.htm
- Dec 12, 2025: Megan D. Santana (Sr EVP & Chief Risk Officer) sold 2,522 shares, about $89,405. Source: https://www.sec.gov/Archives/edgar/data/102212/000166830825000008/0001668308-25-000008-index.htm
- Dec 12, 2025: Michael S. Keim (Senior EVP & COO) sold 6,696 shares, about $228,133. Source: https://www.sec.gov/Archives/edgar/data/102212/000156624525000008/0001566245-25-000008-index.htm
- Dec 12, 2025: Jeffrey M. Schweitzer (Chairman, President & CEO) sold 12,277 shares, about $429,572. Source: https://www.sec.gov/Archives/edgar/data/102212/000141519925000008/0001415199-25-000008-index.htm
- Nov 10, 2025: Natalye Paquin (Director) bought 655 shares, about $19,525. Source: https://www.sec.gov/Archives/edgar/data/102212/000137727425000014/0001377274-25-000014-index.htm
- Aug 27, 2025: Thomas M. Petro (Director) sold 9,000 shares, about $285,750. Source: https://www.sec.gov/Archives/edgar/data/102212/000125429525000008/0001254295-25-000008-index.htm
- Aug 4, 2025: Natalye Paquin (Director) bought 682 shares, about $19,253. Source: https://www.sec.gov/Archives/edgar/data/102212/000137727425000011/0001377274-25-000011-index.htm

## Latest filings

- 8-K filed Oct 29, 2026: https://www.sec.gov/Archives/edgar/data/102212/000010221226000041/uvsp-20261028.htm
- 10-K filed Feb 23, 2026: https://www.sec.gov/Archives/edgar/data/102212/000010221226000012/uvsp-20251231.htm
- 10-Q filed Nov 3, 2026: https://www.sec.gov/Archives/edgar/data/102212/000010221226000043/uvsp-20260930.htm
- DEF 14A filed Mar 13, 2026: https://www.sec.gov/Archives/edgar/data/102212/000010221226000015/usvp-20260313.htm

## About this data

SEC EDGAR filings, read by Steadybase. Every value links to the filing it came from.
Steadybase covers US-headquartered public companies that file with the SEC. API and MCP access: https://steadybase.io/docs/