| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
29,270,000 |
| Market
Cap: |
638.09(M) |
| Last
Volume: |
66,817 |
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 |
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Member Indexes:
|
| |
NASDAQ BANK |
|
NASDAQ COMPOSITE |
| |
NASDAQ NNM COMPOSITE |
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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:
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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 |
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 |
2024-03-03 |
2023-12-01 |
2023-06-02 |
2022-06-02 |
|
| 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 |
• • – |
2017-02-07 |
4 |
D |
$27.35 |
$2,133 |
D/D |
(78) |
58,467 |
|
- |
|
| Moyer K Leon |
Director |
– • – |
2017-02-07 |
4 |
D |
$27.35 |
$6,208 |
D/D |
(227) |
80,753 |
|
- |
|
| Aichele William S |
Director |
– • – |
2017-02-07 |
4 |
D |
$27.35 |
$12,034 |
D/D |
(440) |
144,607 |
|
- |
|
| Moyer K Leon |
Director |
– • – |
2017-02-06 |
4/A |
D |
$27.60 |
$7,562 |
D/D |
(274) |
81,054 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2017-02-06 |
4 |
D |
$27.60 |
$7,535 |
D/D |
(273) |
58,545 |
|
- |
|
| Moyer K Leon |
Director |
– • – |
2017-02-06 |
4 |
D |
$27.60 |
$9,605 |
D/D |
(348) |
80,980 |
|
- |
|
| Keim Michael S |
Senior EVP |
• – – |
2017-02-06 |
4 |
D |
$27.60 |
$2,815 |
D/D |
(102) |
33,258 |
|
- |
|
| Brobst Duane J |
Sr EVP & Chief Risk Officer |
• – – |
2017-02-06 |
4 |
D |
$27.60 |
$580 |
D/D |
(21) |
40,520 |
|
- |
|
| Conner Eric W |
Executive Vice President |
• – – |
2017-01-31 |
4 |
A |
$0.00 |
$0 |
D/D |
1,554 |
10,066 |
|
- |
|
| Petro Thomas M |
Director |
– • – |
2017-01-31 |
4 |
A |
$0.00 |
$0 |
D/D |
1,000 |
89,514 |
|
- |
|
| Keim Michael S |
Senior EVP |
• – – |
2017-01-31 |
4 |
A |
$0.00 |
$0 |
D/D |
3,730 |
33,360 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2017-01-31 |
4 |
A |
$0.00 |
$0 |
D/D |
6,838 |
58,818 |
|
- |
|
| Santana Megan D |
Executive Vice PresidentGenera |
• – – |
2017-01-31 |
4 |
A |
$0.00 |
$0 |
D/D |
1,405 |
1,562 |
|
- |
|
| Norris Kevin Brian |
Pres - Invest. & Wealth Mgmt |
• – – |
2017-01-31 |
4 |
A |
$0.00 |
$0 |
D/D |
2,524 |
19,734 |
|
- |
|
| Deacon Roger S |
Senior EVP and CFO |
• – – |
2017-01-31 |
4 |
A |
$0.00 |
$0 |
D/D |
2,611 |
67,058 |
|
- |
|
| Brobst Duane J |
Sr EVP & Chief Risk Officer |
• – – |
2017-01-31 |
4 |
A |
$0.00 |
$0 |
D/D |
2,141 |
40,541 |
|
- |
|
| Zook Margaret K |
Director |
– • – |
2017-01-31 |
4 |
A |
$0.00 |
$0 |
D/D |
1,000 |
7,161 |
|
- |
|
| Zimmerman Charles H |
Director |
– • – |
2017-01-31 |
4 |
A |
$0.00 |
$0 |
D/D |
1,000 |
4,426 |
|
- |
|
| Turner Michael L. |
Director |
– • – |
2017-01-31 |
4 |
A |
$0.00 |
$0 |
D/D |
1,000 |
26,071 |
|
- |
|
| Shelly P Gregory |
Director |
– • – |
2017-01-31 |
4 |
A |
$0.00 |
$0 |
D/D |
1,000 |
106,220 |
|
- |
|
| Schlosser Mark A |
Director |
– • – |
2017-01-31 |
4 |
A |
$0.00 |
$0 |
D/D |
1,000 |
5,208 |
|
- |
|
| Moyer Glenn E |
Director |
– • – |
2017-01-31 |
4 |
A |
$0.00 |
$0 |
D/D |
1,000 |
8,026 |
|
- |
|
| Moyer K Leon |
Director |
– • – |
2017-01-31 |
4 |
A |
$0.00 |
$0 |
D/D |
1,000 |
81,328 |
|
- |
|
| Morral William G |
Director |
– • – |
2017-01-31 |
4 |
A |
$0.00 |
$0 |
D/D |
1,000 |
31,176 |
|
- |
|
| Delp R Lee |
Director |
– • – |
2017-01-31 |
4 |
A |
$0.00 |
$0 |
D/D |
1,000 |
16,342 |
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- |
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534 Records found
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Page 13 of 22 |
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0.15 (0.69%) 
