Insider · CIK 0001668308

Santana Megan D

Reports to the SEC for 1 company · SOUDERTON, PA

sec.gov

Transactions

Companies

Filings

CIK

0001668308

Forms 4 and 5

Insider transactions

50 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2026-06-08	UVSPUNIVEST FINANCIAL CorpM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	+2,787 sh	$28.50	+$79.4K	38,762.263
2026-06-08	UVSPUNIVEST FINANCIAL CorpS Sale	Sr EVP & Chief Risk Officer, General Counsel	SSale	−2,787 sh	$40.83	−$114K	35,975.263
2026-06-08	UVSPUNIVEST FINANCIAL Corp · Stock Options (Right to Buy)M Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	−2,787 sh	—	—	0
2026-03-15	UVSPUNIVEST FINANCIAL CorpM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	+661 sh	—	—	32,874.76
2026-03-15	UVSPUNIVEST FINANCIAL CorpM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	+863 sh	—	—	33,737.76
2026-03-15	UVSPUNIVEST FINANCIAL CorpM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	+621 sh	—	—	34,358.76
2026-03-15	UVSPUNIVEST FINANCIAL CorpM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	+4,620 sh	—	—	38,978.76
2026-03-15	UVSPUNIVEST FINANCIAL CorpJ Other	Sr EVP & Chief Risk Officer, General Counsel	JOther	−1,026 sh	—	—	37,952.76
2026-03-15	UVSPUNIVEST FINANCIAL CorpF Tax Payment	Sr EVP & Chief Risk Officer, General Counsel	FTax Payment	−2,499 sh	$32.72	−$81.8K	35,453.76
2026-03-15	UVSPUNIVEST FINANCIAL Corp · Restricted Stock UnitsM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	−661 sh	—	—	0
2026-03-15	UVSPUNIVEST FINANCIAL Corp · Restricted Stock UnitsM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	−863 sh	—	—	863
2026-03-15	UVSPUNIVEST FINANCIAL Corp · Restricted Stock UnitsM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	−621 sh	—	—	1,242
2026-03-15	UVSPUNIVEST FINANCIAL Corp · Performance Restricted Stock UnitsM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	−4,620 sh	—	—	0
2026-03-15	UVSPUNIVEST FINANCIAL Corp · Restricted Stock UnitsA Award	Sr EVP & Chief Risk Officer, General Counsel	AAward	+1,692 sh	—	—	1,692
2026-03-15	UVSPUNIVEST FINANCIAL Corp · Performance Restricted Stock UnitsA Award	Sr EVP & Chief Risk Officer, General Counsel	AAward	+3,946 sh	—	—	3,946
2025-12-12	UVSPUNIVEST FINANCIAL CorpM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	+2,522 sh	$28.15	+$71K	34,533.435
2025-12-12	UVSPUNIVEST FINANCIAL CorpS Sale	Sr EVP & Chief Risk Officer, General Counsel	SSale	−2,522 sh	$35.45	−$89.4K	32,011.435
2025-12-12	UVSPUNIVEST FINANCIAL Corp · Stock Options (Right to Buy)M Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	−2,522 sh	—	—	0
2025-03-15	UVSPUNIVEST FINANCIAL CorpM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	+559 sh	—	—	27,435.672
2025-03-15	UVSPUNIVEST FINANCIAL CorpM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	+661 sh	—	—	28,096.672
2025-03-15	UVSPUNIVEST FINANCIAL CorpM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	+863 sh	—	—	28,959.672
2025-03-15	UVSPUNIVEST FINANCIAL CorpM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	+3,908 sh	—	—	32,867.672
2025-03-15	UVSPUNIVEST FINANCIAL CorpJ Other	Sr EVP & Chief Risk Officer, General Counsel	JOther	+209 sh	—	—	33,076.672
2025-03-15	UVSPUNIVEST FINANCIAL CorpF Tax Payment	Sr EVP & Chief Risk Officer, General Counsel	FTax Payment	−2,699 sh	$28.27	−$76.3K	30,377.672
2025-03-15	UVSPUNIVEST FINANCIAL Corp · Restricted Stock UnitsM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	−559 sh	—	—	0
2025-03-15	UVSPUNIVEST FINANCIAL Corp · Restricted Stock UnitsM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	−661 sh	—	—	661
2025-03-15	UVSPUNIVEST FINANCIAL Corp · Restricted Stock UnitsM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	−863 sh	—	—	1,726
2025-03-15	UVSPUNIVEST FINANCIAL Corp · Performance Restricted Stock UnitsM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	−3,908 sh	—	—	0
2025-03-15	UVSPUNIVEST FINANCIAL Corp · Restricted Stock UnitsA Award	Sr EVP & Chief Risk Officer, General Counsel	AAward	+1,863 sh	—	—	1,863
2025-03-15	UVSPUNIVEST FINANCIAL Corp · Performance Restricted Stock UnitsA Award	Sr EVP & Chief Risk Officer, General Counsel	AAward	+4,344 sh	—	—	4,344
2024-03-15	UVSPUNIVEST FINANCIAL CorpM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	+559 sh	—	—	21,820.768
2024-03-15	UVSPUNIVEST FINANCIAL CorpM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	+661 sh	—	—	22,481.768
2024-03-15	UVSPUNIVEST FINANCIAL CorpM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	+407 sh	—	—	22,888.768
2024-03-15	UVSPUNIVEST FINANCIAL CorpM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	+2,844 sh	—	—	25,732.768
2024-03-15	UVSPUNIVEST FINANCIAL CorpJ Other	Sr EVP & Chief Risk Officer, General Counsel	JOther	+581 sh	—	—	26,313.768
2024-03-15	UVSPUNIVEST FINANCIAL CorpF Tax Payment	Sr EVP & Chief Risk Officer, General Counsel	FTax Payment	−1,450 sh	$19.56	−$28.4K	24,863.768
2024-03-15	UVSPUNIVEST FINANCIAL Corp · Restricted Stock UnitsM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	−407 sh	—	—	0
2024-03-15	UVSPUNIVEST FINANCIAL Corp · Restricted Stock UnitsM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	−559 sh	—	—	559
2024-03-15	UVSPUNIVEST FINANCIAL Corp · Restricted Stock UnitsM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	−661 sh	—	—	1,322
2024-03-15	UVSPUNIVEST FINANCIAL Corp · Performance Restricted Stock UnitsM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	−2,844 sh	—	—	0
2024-03-15	UVSPUNIVEST FINANCIAL Corp · Restricted Stock UnitsA Award	Sr EVP & Chief Risk Officer, General Counsel	AAward	+2,589 sh	—	—	2,589
2024-03-15	UVSPUNIVEST FINANCIAL Corp · Performance Restricted Stock UnitsA Award	Sr EVP & Chief Risk Officer, General Counsel	AAward	+6,038 sh	—	—	6,038
2023-03-15	UVSPUNIVEST FINANCIAL CorpM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	+600 sh	—	—	13,729.524
2023-03-15	UVSPUNIVEST FINANCIAL CorpM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	+407 sh	—	—	14,136.524
2023-03-15	UVSPUNIVEST FINANCIAL CorpM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	+559 sh	—	—	14,695.524
2023-03-15	UVSPUNIVEST FINANCIAL CorpM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	+4,201 sh	—	—	18,896.524
2023-03-15	UVSPUNIVEST FINANCIAL CorpJ Other	Sr EVP & Chief Risk Officer, General Counsel	JOther	+42 sh	—	—	18,938.524
2023-03-15	UVSPUNIVEST FINANCIAL Corp · Restricted Stock UnitsM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	−600 sh	—	—	0
2023-03-15	UVSPUNIVEST FINANCIAL Corp · Restricted Stock UnitsM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	−407 sh	—	—	407
2023-03-15	UVSPUNIVEST FINANCIAL Corp · Restricted Stock UnitsM Exercise/Conversion	Sr EVP & Chief Risk Officer, General Counsel	MExercise/Conversion	−559 sh	—	—	1,118

Recent filings

Accepted (ET)
Jun 94
Santana Megan D0001668308-26-000006
SEC(opens sec.gov)
Mar 174
Santana Megan D0001668308-26-000004
SEC(opens sec.gov)
Dec 154
Santana Megan D0001668308-25-000008
SEC(opens sec.gov)
Mar 194
Santana Megan D0001668308-25-000004
SEC(opens sec.gov)

Companies

UNIVEST FINANCIAL CorpSr EVP & Chief Risk Officer, General CounselUVSP

Address

14 NORTH MAIN STREET PO BOX 197

SOUDERTON, PA, 18964