| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
29,270,000 |
| Market
Cap: |
879.27(M) |
| Last
Volume: |
213,329 |
Avg
Vol: |
100,447 |
| 52
Week Range: |
$22.22 - $32.21 |
|
| Level
I Sector: |
Financials |
| Level
II Sector: |
Banking |
| Level
III Sector: |
Domestic Regional Banks |
|
Member Indexes:
|
| |
NASDAQ BANK |
|
NASDAQ COMPOSITE |
| |
NASDAQ NNM COMPOSITE |
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Rankings:
|
|
| Insider 3 Months : 4.6 |
| Insider 6 Months : 7.2 |
| Insider 3/6 Months : 12.2 |
|
| Guru Rank Number : - |
| Guru Rank Value : - |
| Guru Occurances : - |
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Company Profile Univest Financial is a bank holding company. Through its subsidiary, Univest Bank and Trust Co. (the Bank), Co. is engaged in domestic banking services. Co.'s business segments are: Banking, which provides financial services, such as deposit taking, loan origination and servicing, mortgage banking, other general banking services and equipment lease financing; Wealth Management, which provides investment advisory, financial planning, trust and brokerage services; and Insurance, which includes a full-service insurance brokerage agency providing commercial property and casualty insurance, employee benefit solutions, personal insurance lines and human resources consulting.
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D/I:
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D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
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Forms:
|
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|
A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
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3m +/-:
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|
This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
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Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
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|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
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| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
730 |
2,598 |
3,743 |
6,978 |
| Total Buy Value |
$21,032 |
$75,477 |
$108,133 |
$171,944 |
| Total People Bought |
1 |
2 |
2 |
2 |
| Total Buy Transactions |
1 |
3 |
5 |
9 |
| Total Shares Sold |
0 |
0 |
21,052 |
33,009 |
| Total Sell Value |
$0 |
$0 |
$601,818 |
$871,377 |
| Total People Sold |
0 |
0 |
2 |
3 |
| Total Sell Transactions |
0 |
0 |
13 |
19 |
| End Date |
2025-03-30 |
2024-12-27 |
2024-06-28 |
2023-06-29 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Paquin Natalye |
Director |
– • – |
2025-04-25 |
4 |
B |
$28.81 |
$21,032 |
D/D |
730 |
26,029 |
2.39 |
6% |
|
| Vazquez Anne |
Director |
– • – |
2025-03-19 |
4 |
B |
$28.63 |
$35,788 |
D/D |
1,250 |
6,250 |
2.39 |
6% |
|
| Monios Eleni S |
EVP & Chief Credit Officer |
• – – |
2025-03-15 |
4 |
D |
$28.27 |
$14,135 |
D/D |
(500) |
2,041 |
|
- |
|
| Monios Eleni S |
EVP & Chief Credit Officer |
• – – |
2025-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,512 |
2,541 |
|
- |
|
| Keim Michael S |
Senior EVP & COO |
• – – |
2025-03-15 |
4 |
D |
$28.27 |
$124,162 |
D/D |
(4,392) |
61,357 |
|
- |
|
| Keim Michael S |
Senior EVP & COO |
• – – |
2025-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
332 |
65,749 |
|
- |
|
| Keim Michael S |
Senior EVP & COO |
• – – |
2025-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
9,738 |
65,417 |
|
- |
|
| Mccormick Patrick C |
SEVP & Chief Comm Bank Officer |
• – – |
2025-03-15 |
4 |
D |
$28.27 |
$55,918 |
D/D |
(1,978) |
8,844 |
|
- |
|
| Mccormick Patrick C |
SEVP & Chief Comm Bank Officer |
• – – |
2025-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
4,205 |
10,822 |
|
- |
|
| Richardson Brian Jason |
Sr EVP & CFO |
• – – |
2025-03-15 |
4 |
D |
$28.27 |
$90,521 |
D/D |
(3,202) |
20,446 |
|
- |
|
| Richardson Brian Jason |
Sr EVP & CFO |
• – – |
2025-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
245 |
23,648 |
|
- |
|
| Richardson Brian Jason |
Sr EVP & CFO |
• – – |
2025-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
7,030 |
23,403 |
|
- |
|
| Santana Megan D |
Sr EVP & Chief Risk OfficerGen |
• – – |
2025-03-15 |
4 |
D |
$28.27 |
$76,301 |
D/D |
(2,699) |
30,378 |
|
- |
|
| Santana Megan D |
Sr EVP & Chief Risk OfficerGen |
• – – |
2025-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
209 |
33,077 |
|
- |
|
| Santana Megan D |
Sr EVP & Chief Risk OfficerGen |
• – – |
2025-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
5,991 |
32,868 |
|
- |
|
| Schweitzer Jeffrey M |
Chairman, President & CEO |
• • – |
2025-03-15 |
4 |
D |
$28.27 |
$232,012 |
D/D |
(8,207) |
100,570 |
|
- |
|
| Schweitzer Jeffrey M |
Chairman, President & CEO |
• • – |
2025-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
618 |
108,777 |
|
- |
|
| Schweitzer Jeffrey M |
Chairman, President & CEO |
• • – |
2025-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
17,972 |
108,159 |
|
- |
|
| Paquin Natalye |
Director |
– • – |
2025-02-03 |
4 |
B |
$30.19 |
$18,657 |
D/D |
618 |
25,244 |
2.39 |
-0% |
|
| Wonderling Robert C |
Director |
– • – |
2025-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,290 |
17,364 |
|
- |
|
| Keenan Suzanne |
Director |
– • – |
2025-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,290 |
14,309 |
|
- |
|
| Connor Martin P. |
Director |
– • – |
2025-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,290 |
6,310 |
|
- |
|
| Beebe Joseph P |
Director |
– • – |
2025-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,290 |
10,400 |
|
- |
|
| Zimmerman Charles H |
Director |
– • – |
2025-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,290 |
15,334 |
|
- |
|
| Petro Thomas M |
Director |
– • – |
2025-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,290 |
58,984 |
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- |
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519 Records found
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Page 1 of 21 |
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0.58 (1.89%) 
