Company Description
Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in the United States.
It operates through three segments: Banking, Wealth Management, and Insurance. The Banking segment offers a range of banking services, such as deposit taking, loan origination and servicing, mortgage banking, other general banking, and equipment lease financing services for individuals, businesses, municipalities, and nonprofit organizations.
Its Wealth Management segment provides investment advisory, financial planning, and trust and brokerage services for private families and individuals, municipal pension plans, retirement plans, and trusts and guardianships.
The Insurance segment offers commercial property and casualty insurance, employee benefits solutions, personal insurance lines, and human resources consulting services.
The company was formerly known as Univest Corporation of Pennsylvania and changed its name to Univest Financial Corporation in January 2019.
The company was founded in 1876 and is headquartered in Souderton, Pennsylvania.
| Country | United States |
| Founded | 1876 |
| IPO Date | Nov 3, 1989 |
| Industry | Banks - Regional |
| Sector | Financials |
| Employees | 920 |
| CEO | Jeffrey M. Schweitzer CPA |
Contact Details
Address: 14 North Main Street, Po Box 197 Souderton, Pennsylvania 18964 United States | |
| Phone | (215) 721-2400 |
| Website | univest.net |
Stock Details
| Ticker Symbol | UVSP |
| Exchange | NASDAQ |
| Fiscal Year | January - December |
| Reporting Currency | USD |
| CIK Code | 0000102212 |
| CUSIP Number | 915271100 |
| ISIN Number | US9152711001 |
| Employer ID | 23-1886144 |
| SIC Code | 6022 |
Key Executives
| Name | Position |
|---|---|
| Jeffrey M. Schweitzer CPA | Chairman, President and Chief Executive Officer |
| Brian J. Richardson | Senior Executive Vice President and Chief Financial Officer |
| Michael S. Keim CPA | Senior Executive Vice President and Chief Operating Officer |
| Megan Duryea Santana Esq. | Senior EVice President, Chief Risk Officer, General Counsel and Corporate Secretary |
| Patrick C. McCormick | Senior Executive Vice President and Chief Commercial Banking Officer of Univest Bank and Trust Co. |
| Nicole Heverly | Senior Vice President of Corporate Communications |
| M. Theresa Fosko | Executive Vice President and Chief Human Resources Officer |
| Karen Elizabeth Tejkl | Senior Vice President |
| Annette D. Szygiel | Chief Experience Officer and Executive Vice President |
| Craig Portner | Senior Vice President and Relationship Manager |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Apr 25, 2024 | 8-K | Current Report |
| Apr 17, 2024 | 8-K | Current Report |
| Mar 21, 2024 | EFFECT | Notice of Effectiveness |
| Mar 15, 2024 | ARS | Filing |
| Mar 15, 2024 | DEF 14A | Other definitive proxy statements |
| Mar 11, 2024 | 8-K | Current Report |
| Mar 5, 2024 | UPLOAD | Filing |
| Feb 26, 2024 | S-3 | Registration statement under Securities Act of 1933 |
| Feb 26, 2024 | 10-K | Annual Report |
| Feb 20, 2024 | 8-K | Current Report |