Public-Company Data
Univest Bank and Trust Co.: SEC Filings
Univest Bank and Trust Co. (or its holding company) is an SEC registrant. Ticker UVSP. CIK 102212. Filings and disclosures below link to the original documents on SEC EDGAR. View all filings on EDGAR →
Recent SEC filings
| Filed | Form | Accession | Files | EDGAR |
|---|---|---|---|---|
| Apr 28, 2026 | 10-Q | 0000102212-26-000028 | 108 | Open → |
| Apr 24, 2026 | 8-K | 0000102212-26-000024 | 14 | Open → |
| Apr 23, 2026 | 8-K | 0000102212-26-000022 | 16 | Open → |
| Apr 2, 2026 | 8-K | 0000102212-26-000019 | 14 | Open → |
| Feb 23, 2026 | 10-K | 0000102212-26-000012 | 180 | Open → |
| Feb 10, 2026 | 8-K | 0001193125-26-044136 | 14 | Open → |
| Jan 29, 2026 | 8-K | 0000102212-26-000005 | 16 | Open → |
| Jan 6, 2026 | Other | 0001193125-26-003698 | 4 | Open → |
| Dec 30, 2025 | Other | 0000000000-25-011887 | 5 | Open → |
| Dec 19, 2025 | Other | 0001193125-25-326964 | 21 | Open → |
| Dec 10, 2025 | 8-K | 0000102212-25-000032 | 14 | Open → |
| Nov 6, 2025 | 8-K | 0001193125-25-269732 | 69 | Open → |
| Oct 24, 2025 | 10-Q | 0000102212-25-000028 | 109 | Open → |
| Oct 23, 2025 | 8-K | 0000102212-25-000025 | 16 | Open → |
| Jul 29, 2025 | 10-Q | 0001628280-25-036392 | 107 | Open → |
| Jul 28, 2025 | 8-K | 0001628280-25-036110 | 62 | Open → |
| Jul 24, 2025 | 8-K | 0000102212-25-000024 | 41 | Open → |
| Jun 12, 2025 | 8-K | 0001628280-25-030864 | 62 | Open → |
| Apr 29, 2025 | 10-Q | 0000102212-25-000019 | 108 | Open → |
| Apr 28, 2025 | 8-K | 0000102212-25-000016 | 15 | Open → |
| Apr 24, 2025 | 8-K | 0000102212-25-000014 | 17 | Open → |
| Apr 16, 2025 | 8-K | 0000102212-25-000012 | 15 | Open → |
| Feb 24, 2025 | 10-K | 0000102212-25-000006 | 180 | Open → |
| Jan 23, 2025 | 8-K | 0000102212-25-000003 | 17 | Open → |
| Oct 29, 2024 | 10-Q | 0000102212-24-000059 | 109 | Open → |
| Oct 24, 2024 | 8-K | 0000102212-24-000055 | 17 | Open → |
| Jul 30, 2024 | 10-Q | 0000102212-24-000052 | 107 | Open → |
| Jul 29, 2024 | 8-K | 0000102212-24-000049 | 63 | Open → |
| Jul 25, 2024 | 8-K | 0000102212-24-000046 | 17 | Open → |
| Jun 10, 2024 | 8-K | 0000102212-24-000042 | 64 | Open → |
| Apr 30, 2024 | 10-Q | 0000102212-24-000038 | 107 | Open → |
| Apr 26, 2024 | 8-K | 0000102212-24-000036 | 15 | Open → |
| Apr 25, 2024 | 8-K | 0000102212-24-000033 | 17 | Open → |
| Apr 17, 2024 | 8-K | 0000102212-24-000028 | 15 | Open → |
| Mar 19, 2024 | Other | 0000943374-24-000105 | 4 | Open → |
| Mar 11, 2024 | 8-K | 0000943374-24-000103 | 16 | Open → |
| Mar 5, 2024 | Other | 0000000000-24-002455 | 5 | Open → |
| Feb 26, 2024 | 10-K | 0000102212-24-000010 | 167 | Open → |
| Feb 20, 2024 | 8-K | 0000102212-24-000007 | 65 | Open → |
| Jan 25, 2024 | 8-K | 0000102212-24-000004 | 17 | Open → |
8-K material events
| Date | Item | Disclosure | EDGAR |
|---|---|---|---|
| Apr 24, 2026 | 5.07 | Submission of Matters to a Vote of Security Holders | Open → |
| Apr 23, 2026 | 2.02 | Results of Operations and Financial Condition | Open → |
| Apr 23, 2026 | 9.01 | Financial Statements and Exhibits | Open → |
| Apr 2, 2026 | 8.01 | Other Events | Open → |
| Apr 2, 2026 | 9.01 | Financial Statements and Exhibits | Open → |
| Feb 10, 2026 | 8.01 | Other Events | Open → |
| Jan 29, 2026 | 2.02 | Results of Operations and Financial Condition | Open → |
| Jan 29, 2026 | 9.01 | Financial Statements and Exhibits | Open → |
| Dec 10, 2025 | 8.01 | Other Events | Open → |
| Nov 6, 2025 | 1.01 | Entry into a Material Definitive Agreement | Open → |
| Nov 6, 2025 | 2.03 | Creation of a Direct Financial Obligation | Open → |
| Nov 6, 2025 | 7.01 | Regulation FD Disclosure | Open → |
| Nov 6, 2025 | 8.01 | Other Events | Open → |
| Nov 6, 2025 | 9.01 | Financial Statements and Exhibits | Open → |
| Oct 23, 2025 | 2.02 | Results of Operations and Financial Condition | Open → |
| Oct 23, 2025 | 9.01 | Financial Statements and Exhibits | Open → |
| Jul 28, 2025 | 7.01 | Regulation FD Disclosure | Open → |
| Jul 28, 2025 | 9.01 | Financial Statements and Exhibits | Open → |
| Jul 24, 2025 | 2.02 | Results of Operations and Financial Condition | Open → |
| Jul 24, 2025 | 5.03 | Amendments to Articles of Incorporation or Bylaws | Open → |
| Jul 24, 2025 | 9.01 | Financial Statements and Exhibits | Open → |
| Jun 12, 2025 | 7.01 | Regulation FD Disclosure | Open → |
| Jun 12, 2025 | 9.01 | Financial Statements and Exhibits | Open → |
| Apr 28, 2025 | 5.07 | Submission of Matters to a Vote of Security Holders | Open → |
| Apr 24, 2025 | 2.02 | Results of Operations and Financial Condition | Open → |
| Apr 24, 2025 | 9.01 | Financial Statements and Exhibits | Open → |
| Apr 16, 2025 | 8.01 | Other Events | Open → |
| Apr 16, 2025 | 9.01 | Financial Statements and Exhibits | Open → |
| Jan 23, 2025 | 2.02 | Results of Operations and Financial Condition | Open → |
| Jan 23, 2025 | 9.01 | Financial Statements and Exhibits | Open → |
Officers & insiders
| Name | Title / role | As of |
|---|---|---|
| SCHWEITZER JEFFREY M | Chairman, President & CEO | Jun 2026 |
| SCHWEITZER JEFFREY M | Chairman, President & CEO | Jun 2026 |
| SCHWEITZER JEFFREY M | Chairman, President & CEO | Jun 2026 |
| Richardson Brian J | Sr EVP & CFO | Jun 2026 |
| Santana Megan D | Sr EVP & Chief Risk Officer | Jun 2026 |
| Keim Michael S | Senior EVP & COO | May 2026 |
| Monios Eleni S | EVP & Chief Credit Officer | Mar 2026 |
M&A activity
| Date | Type | Role | Source |
|---|---|---|---|
| Dec 19, 2025 | Merger registration statement | Registrant | SEC Form S-4 |
| Nov 6, 2025 | Merger announcement | Registrant | SEC Form 8-K |
| Jul 24, 2025 | Merger-related filing | Registrant | SEC Form 8-K |
| Jul 25, 2024 | Merger-related filing | Registrant | SEC Form 8-K |
| Mar 11, 2024 | Merger-related filing | Registrant | SEC Form 8-K |
| Oct 26, 2023 | Merger-related filing | Registrant | SEC Form 8-K |
| Jul 27, 2023 | Merger-related filing | Registrant | SEC Form 8-K |
| Apr 28, 2023 | Merger-related filing | Registrant | SEC Form 8-K |
| Apr 3, 2023 | Merger-related filing | Registrant | SEC Form 8-K |
| Nov 15, 2022 | Merger-related filing | Registrant | SEC Form 8-K |
| Nov 8, 2022 | Merger announcement | Registrant | SEC Form 8-K |
| Oct 27, 2022 | Merger-related filing | Registrant | SEC Form 8-K |
| Sep 29, 2022 | Merger-related filing | Registrant | SEC Form 8-K |
| Jul 28, 2022 | Merger-related filing | Registrant | SEC Form 8-K |
| Apr 27, 2022 | Merger-related filing | Registrant | SEC Form 8-K |
| Jan 27, 2022 | Merger-related filing | Registrant | SEC Form 8-K |
| Jul 29, 2021 | Merger-related filing | Registrant | SEC Form 8-K |
| Jan 29, 2021 | Merger-related filing | Registrant | SEC Form 8-K |
| Oct 30, 2020 | Merger-related filing | Registrant | SEC Form 8-K |
| Aug 5, 2020 | Merger-related filing | Registrant | SEC Form 8-K |
About this data
Filings, 8-K events, officer lists and M&A activity are sourced from SEC EDGAR and, for some M&A events, Federal Reserve NIC records. SEC disclosures are filed by the publicly-traded holding company, so officer and material-event data reflect the parent registrant. For the bank's regulatory financials, see its full profile and safety analysis.