Insider Trading June 9, 2026 02:58 PM

Univest Financial CEO Jeffrey Schweitzer Disposes of $570K in Stock Following Option Exercise

Analysis of executive transaction timing, post-sale holdings, and recent corporate governance developments at the Pennsylvania-based lender.

By Maya Rios
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UVSP

Jeffrey M. Schweitzer, who serves as Chairman, President, and CEO of Univest Financial Corp (NASDAQ:UVSP), executed a significant divestment of company equity on June 8, 2026. The transaction involved the sale of 13,933 common shares, generating a total proceeds value of $570,014. This action occurred shortly after the executive exercised corresponding stock options, acquiring an equal number of shares at a fixed grant price of $28.50 per share. The sale price ranged between $40.675 and $41.09 per share, positioning the transaction near the stock’s recent 52-week peak of $41.16. This executive movement follows a period of substantial shareholder value appreciation, with the equity delivering a 43% return over the trailing twelve-month period.

Univest Financial CEO Jeffrey Schweitzer Disposes of $570K in Stock Following Option Exercise
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Key Points

  • Executive divestment of 13,933 shares at prices near the 52-week high of $41.16, generating $570,014 in proceeds following the exercise of stock options originally granted in March 2019.
  • Univest Financial Corp reported first quarter 2026 earnings per share of $0.96 against an expected $0.83, alongside revenue of $87.5 million exceeding the forecast of $84.33 million.
  • Shareholders approved all annual meeting proposals and elected four Class III directors, including Joseph P. Beebe and Natalye Paquin, to serve terms expiring in 2029.

Jeffrey M. Schweitzer, holding the roles of Chairman, President, and CEO at Univest Financial Corp (NASDAQ:UVSP), executed a divestment of company equity on June 8, 2026. The transaction involved the sale of 13,933 common shares, generating a total proceeds value of $570,014. This action occurred shortly after the executive exercised corresponding stock options, acquiring an equal number of shares at a fixed grant price of $28.50 per share. The sale price ranged between $40.675 and $41.09 per share, positioning the transaction near the stock’s recent 52-week peak of $41.16. This executive movement follows a period of substantial shareholder value appreciation, with the equity delivering a 43% return over the trailing twelve-month period.

The underlying stock options that facilitated this acquisition were originally granted with an exercisable date of March 15, 2019, and carry an expiration date of March 15, 2028. At the initial grant date, these options became exercisable at a rate of 33.3% per year for a duration of three years. Following the completion of this exercise and subsequent sale, Mr. Schweitzer no longer retains these specific derivative securities in his portfolio.

Post-transaction analysis of Mr. Schweitzer’s direct holdings reveals a position of 110,513.1043 shares of Univest Financial Corp common stock. This figure incorporates 10,090.1043 shares acquired through the company’s dividend reinvestment plan. Additionally, Mr. Schweitzer maintains an indirect holding of 101.2362 shares of common stock through a child. According to InvestingPro analysis, UVSP remains undervalued relative to its Fair Value, appearing on the platform’s most undervalued stocks list. Investors can access a comprehensive Pro Research Report for deeper insights into the company’s prospects.

Univest Financial Corporation recently reported financial results for the first quarter of 2026 that exceeded both earnings and revenue forecasts. The company achieved earnings per share of $0.96, surpassing the expected $0.83, which represents a 15.66% positive surprise. Additionally, Univest’s revenue reached $87.5 million, outpacing the anticipated $84.33 million. These results reflect strong financial performance and have been noted by analysts.

In parallel corporate governance developments, Univest’s shareholders approved all proposals presented at the company’s annual meeting. Four Class III directors were elected to serve three-year terms expiring in 2029. The directors elected include Joseph P. Beebe, Natalye Paquin, Anne Vazquez, and Robert C. Wonderling. These recent developments highlight Univest’s ongoing strategic initiatives and financial health.

The current trading data for UVSP indicates a real-time price of 41.51, reflecting a change of +0.57 or +1.40%. Market participants tracking the stock can review strategies and analyze the asset through dedicated financial platforms.

Risks

  • The transaction occurred near the stock’s 52-week high of $41.16, which may indicate a timing of the sale relative to recent price appreciation, though the article does not specify the motivation behind the divestment.
  • The stock options exercised were part of a multi-year vesting schedule starting in 2019, and the completion of this specific exercise phase alters the executive’s direct derivative holdings, though future option grants are not detailed.
  • While recent financial results exceeded forecasts, the article does not provide long-term guidance or forward-looking projections, leaving the sustainability of the reported performance uncertain.

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