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Univest Financial Corp
14 NORTH MAIN STREET,
PO Box 197
Phone: (215) 721-2400p:215 721-2400 SOUDERTON, PA  18964  United States Ticker: UVSPUVSP
Business Summary
Univest Financial Corporation is a bank holding company for Univest Bank and Trust Co. (the Bank). The Bank is a state-chartered bank and trust company. The Company has three segments: Banking, Wealth Management and Insurance. Banking segment provides financial services to individuals, businesses, municipalities and non-profit organizations. These services include a full range of banking services, such as deposit taking, loan origination and servicing, mortgage banking, other general banking services, and equipment lease financing. Wealth Management segment offers investment advisory, financial planning, trust and brokerage services. The segment serves a diverse client base of private families and individuals, municipal pension plans, retirement plans, trusts and guardianships. Insurance segment includes a full-service insurance brokerage agency offering commercial property and casualty insurance, employee benefit solutions, personal insurance lines and human resources consulting.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
Yes--Yes---

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
3/31/202412/31/2023YesYes--Yes

Industries
SIC Code Description
6022 State commercial banks
6029 Commercial banks, not elsewhere classified
6162 Mortgage bankers and loan correspondents
6411 Insurance agents, brokers, and service
6282 Investment advice
6141 Personal credit institutions
6712 Offices of bank holding companies

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Chairman of the Board, President, Chief Executive Officer Jeffrey M.Schweitzer 50 1/1/2024 10/1/2007
Chief Financial Officer, Senior Executive Vice President of Corporation and Bank Brian J.Richardson 41 7/1/2019 1/1/2018
Chief Operating Officer, Senior Executive Vice President of the Corporation, President and Director Michael S.Keim 56 1/26/2022 1/1/2013
7 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
Fox Chase Bancorp, Inc. 4390 Davisville Rd Hatboro PA United States
FOX CHASE BANK 4390 DAVISVILLE ROAD HATBORO PA US
Paul I Sheaffer Agency, Inc. 3541 Old Philadelphia Pike Intercourse PA United States
VALLEY GREEN BANK 7226 Germantown Ave Philadelphia PA United States
Univest Bank and Trust Co. 10 WEST BROAD STREET SOUDERTON PA United States

Business Names
Business Name
104 S. Oakland Ave., LLC
Davisville Associates, LLC
Fox Chase Bancorp, Inc.
16 additional Business Names available in full report.

General Information
Number of Employees: 979 (As of 12/31/2023)
Outstanding Shares: 29,337,919 (As of 3/31/2024)
Shareholders: 2,362
Stock Exchange: NASD
Federal Tax Id: 231886144
Email Address: koehlerd@univest.net


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Friday, April 26, 2024