Notice of Proposed Sale · 144
Univest Financial Corporation
UVSPNASDAQEQUITYCurrent
Notice of Proposed Sale
Structured filing — 144
primary_doc.xml
Notice of proposed sale. The proposed amounts below do not establish that a sale occurred.
Proposed-sale notice
- Issuer
- UNIVEST FINANCIAL CORPORATION
- Issuer CIK
- 0000102212
- SEC file number
- 000-07617
- Phone
- (215) 721-2400
- Person for whose account securities are to be sold
- BRIAN J. RICHARDSON
- Relationships to issuer
- Officer
- Street
- 14 North Main Street,
- City
- Souderton
- State / country code
- PA
- Postal code
- 18964
Securities proposed for sale
| Security | Proposed units | Aggregate market value | Units outstanding | Approximate sale date | Exchange | Broker / market maker |
|---|---|---|---|---|---|---|
| Common | 2,090 | 85,489.36 | 27,845,802 | 06/08/2026 | NASDAQ | Morgan Stanley Smith Barney LLC Executive Financial Services |
Broker / market maker — proposed row 1, entry 1
- Name
- Morgan Stanley Smith Barney LLC Executive Financial Services
- Street
- 1 New York Plaza
- Street (continued)
- 8th Floor
- City
- New York
- State / country code
- NY
- Postal code
- 10004
Acquisition of securities to be sold
| Security | Acquired | Nature of acquisition | Acquired from | Amount acquired | Gift transaction | Payment date | Nature of payment |
|---|---|---|---|---|---|---|---|
| Common | 06/08/2026 | Stock Option Exercise | Issuer | 2,090 | N | 06/08/2026 | Cash |
Prior-sale reporting
- Nothing to report for the preceding three months
- Y
Notice signature
- Notice date
- 06/08/2026
- Signed
- /s/ Brian Jason Richardson
Company context
Univest Financial Corporation (UVSP), including its wholly-owned subsidiary Univest Bank and Trust Co., Member FDIC, has approximately $8.6 billion in assets and $5.7 billion in assets under management and supervision through its Wealth Management lines of business at September 30, 2025. Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full range of financial solutions for individuals, businesses, municipalities and nonprofit organizations primarily in the Mid-Atlantic Region. Univest delivers these services through a network of more than 50 offices and online at www.univest.net.