| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
29,270,000 |
| Market
Cap: |
626.38(M) |
| Last
Volume: |
47,763 |
Avg
Vol: |
99,491 |
| 52
Week Range: |
$16.21 - $22.93 |
|
| Level
I Sector: |
Financials |
| Level
II Sector: |
Banking |
| Level
III Sector: |
Domestic Regional Banks |
|
Member Indexes:
|
| |
NASDAQ BANK |
|
NASDAQ COMPOSITE |
| |
NASDAQ NNM COMPOSITE |
|
Rankings:
|
|
| Insider 3 Months : 4.5 |
| Insider 6 Months : 5.5 |
| Insider 3/6 Months : 10.4 |
|
| 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:
|
|
|
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:
|
|
|
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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|
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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 |
|
|
|
|
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 |
860 |
1,585 |
3,235 |
14,700 |
| Total Buy Value |
$19,169 |
$34,362 |
$63,811 |
$316,646 |
| Total People Bought |
1 |
1 |
1 |
3 |
| Total Buy Transactions |
1 |
2 |
4 |
10 |
| Total Shares Sold |
11,001 |
11,956 |
11,957 |
72,589 |
| Total Sell Value |
$248,493 |
$269,546 |
$269,559 |
$1,942,523 |
| Total People Sold |
3 |
3 |
3 |
7 |
| Total Sell Transactions |
4 |
5 |
6 |
12 |
| End Date |
2024-03-07 |
2023-12-05 |
2023-06-06 |
2022-06-06 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Schweitzer Jeffrey M |
President & CEO |
• • – |
2021-03-15 |
4 |
D |
$28.42 |
$74,858 |
D/D |
(2,634) |
52,490 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2021-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
3,244 |
53,080 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2021-03-15 |
4 |
D |
$0.00 |
$0 |
D/D |
(1,575) |
51,880 |
|
- |
|
| Brobst Duane J |
Sr EVP & Chief Credit Officer |
• – – |
2021-03-15 |
4 |
D |
$28.42 |
$20,832 |
D/D |
(733) |
39,706 |
|
- |
|
| Brobst Duane J |
Sr EVP & Chief Credit Officer |
• – – |
2021-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
866 |
39,850 |
|
- |
|
| Brobst Duane J |
Sr EVP & Chief Credit Officer |
• – – |
2021-03-15 |
4 |
D |
$0.00 |
$0 |
D/D |
(463) |
39,573 |
|
- |
|
| Ballou Roger H |
Director |
– • – |
2021-03-12 |
4 |
S |
$29.26 |
$292,608 |
D/D |
(10,000) |
13,568 |
|
12% |
|
| Moyer K Leon |
Director |
– • – |
2021-03-11 |
4 |
S |
$28.76 |
$28,763 |
D/D |
(1,000) |
76,729 |
|
6% |
|
| Beebe Joseph P |
Director |
– • – |
2021-02-25 |
4 |
B |
$26.51 |
$66,285 |
D/D |
2,500 |
6,500 |
2.39 |
-1% |
|
| Beebe Joseph P |
Director |
– • – |
2021-02-22 |
4 |
B |
$24.78 |
$99,104 |
D/D |
4,000 |
4,000 |
2.39 |
6% |
|
| Paquin Natalye |
Director |
– • – |
2021-02-01 |
4 |
B |
$22.79 |
$11,621 |
D/D |
510 |
9,277 |
2.39 |
23% |
|
| Moyer K Leon |
Director |
– • – |
2021-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,384 |
77,723 |
|
- |
|
| Wonderling Robert C |
Director |
– • – |
2021-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,384 |
7,491 |
|
- |
|
| Turner Michael L. |
Director |
– • – |
2021-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,384 |
23,990 |
|
- |
|
| Zimmerman Charles H |
Director |
– • – |
2021-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,384 |
9,127 |
|
- |
|
| Paquin Natalye |
Director |
– • – |
2021-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,384 |
8,767 |
|
- |
|
| Petro Thomas M |
Director |
– • – |
2021-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,384 |
82,140 |
|
- |
|
| Moyer Glenn E |
Director |
– • – |
2021-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,384 |
14,300 |
|
- |
|
| Benning Todd S |
Director |
– • – |
2021-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,384 |
36,652 |
|
- |
|
| Aichele William S |
Director |
– • – |
2021-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,384 |
143,027 |
|
- |
|
| Ballou Roger H |
Director |
– • – |
2021-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,384 |
23,539 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2020-11-10 |
4 |
S |
$18.50 |
$28,990 |
D/D |
(1,567) |
53,050 |
|
-42% |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2020-11-10 |
4 |
OE |
$17.24 |
$27,007 |
D/D |
1,567 |
54,617 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2020-11-09 |
4 |
S |
$18.50 |
$54,261 |
D/D |
(2,933) |
53,050 |
|
-49% |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2020-11-09 |
4 |
OE |
$17.24 |
$50,550 |
D/D |
2,933 |
55,983 |
|
- |
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534 Records found
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Page 6 of 22 |
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0.26 (1.23%) 
