| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
29,270,000 |
| Market
Cap: |
612.33(M) |
| Last
Volume: |
87,173 |
Avg
Vol: |
99,208 |
| 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:
|
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|
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 |
11,000 |
11,956 |
11,957 |
72,589 |
| Total Sell Value |
$248,480 |
$269,546 |
$269,559 |
$1,942,523 |
| Total People Sold |
2 |
3 |
3 |
7 |
| Total Sell Transactions |
3 |
5 |
6 |
12 |
| End Date |
2024-03-17 |
2023-12-15 |
2023-06-16 |
2022-06-16 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Zimmerman Charles H |
Director |
– • – |
2015-12-16 |
4 |
B |
$20.88 |
$50,112 |
D/D |
2,400 |
2,400 |
2.39 |
- |
|
| Tejkl Karen E |
Senior VP, Compliance Officer |
• – – |
2015-12-15 |
4 |
S |
$20.80 |
$62,400 |
D/D |
(3,000) |
1,110 |
|
- |
|
| Tejkl Karen E |
Senior VP, Compliance Officer |
• – – |
2015-12-15 |
4 |
OE |
$14.80 |
$49,093 |
D/D |
3,000 |
4,110 |
|
- |
|
| Turner Michael L. |
Director |
– • – |
2015-08-07 |
4 |
S |
$20.19 |
$27,257 |
D/D |
(1,350) |
33,084 |
|
- |
|
| Turner Michael L. |
Director |
– • – |
2015-08-06 |
4 |
S |
$20.20 |
$18,301 |
D/D |
(906) |
34,434 |
|
- |
|
| Turner Michael L. |
Director |
– • – |
2015-07-27 |
4 |
S |
$20.44 |
$6,132 |
D/D |
(300) |
35,340 |
|
- |
|
| Moyer Glenn E |
Director |
– • – |
2015-06-04 |
4 |
B |
$19.22 |
$38,436 |
D/D |
2,000 |
2,000 |
2.39 |
- |
|
| Turner Michael L. |
Director |
– • – |
2015-05-20 |
4 |
S |
$19.50 |
$38,903 |
D/D |
(1,995) |
35,630 |
|
- |
|
| Turner Michael L. |
Director |
– • – |
2015-05-19 |
4 |
S |
$19.50 |
$19,500 |
D/D |
(1,000) |
37,625 |
|
- |
|
| Turner Michael L. |
Director |
– • – |
2015-05-18 |
4 |
S |
$19.50 |
$19,500 |
D/D |
(1,000) |
38,625 |
|
- |
|
| Turner Michael L. |
Director |
– • – |
2015-05-04 |
4 |
S |
$19.41 |
$93,186 |
D/D |
(4,800) |
39,625 |
|
- |
|
| Turner Michael L. |
Director |
– • – |
2015-05-01 |
4 |
S |
$19.30 |
$73,768 |
D/D |
(3,800) |
44,425 |
|
- |
|
| Turner Michael L. |
Director |
– • – |
2015-04-30 |
4 |
S |
$19.50 |
$19,504 |
D/D |
(1,000) |
48,225 |
|
- |
|
| Turner Michael L. |
Director |
– • – |
2015-04-29 |
4 |
S |
$20.42 |
$20,625 |
D/D |
(1,010) |
49,225 |
|
- |
|
| Goldstein Jay R. |
President |
• – – |
2015-04-29 |
4 |
D |
$20.47 |
$1,535,250 |
D/D |
(75,000) |
131,402 |
|
- |
|
| Morral William G |
Director |
– • – |
2015-04-27 |
4 |
S |
$19.98 |
$9,990 |
I/I |
(500) |
1,268 |
|
- |
|
| Zook Margaret K |
Director |
– • – |
2015-03-31 |
5 |
A |
$19.49 |
$2,000 |
D/D |
103 |
4,604 |
|
- |
|
| Keim Michael S |
Senior EVP & CFO |
• – – |
2015-02-19 |
4 |
A |
$0.00 |
$0 |
D/D |
1,000 |
21,297 |
|
- |
|
| Keim Michael S |
Senior EVP & CFO |
• – – |
2015-02-19 |
4 |
A |
$0.00 |
$0 |
D/D |
1,000 |
20,297 |
|
- |
|
| Jackson Philip C. |
President, Corporate Banking |
• – – |
2015-02-19 |
4 |
A |
$0.00 |
$0 |
D/D |
1,014 |
34,398 |
|
- |
|
| Jackson Philip C. |
President, Corporate Banking |
• – – |
2015-02-19 |
4 |
A |
$0.00 |
$0 |
D/D |
1,014 |
33,384 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2015-02-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,500 |
45,013 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2015-02-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,500 |
42,513 |
|
- |
|
| Jackson Philip C. |
President, Corporate Banking |
• – – |
2015-02-15 |
4 |
D |
$0.00 |
$0 |
D/D |
(750) |
32,370 |
|
- |
|
| Jackson Philip C. |
President, Corporate Banking |
• – – |
2015-02-15 |
4 |
D |
$19.00 |
$10,488 |
D/D |
(552) |
33,120 |
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- |
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534 Records found
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Page 19 of 22 |
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0.28 (1.32%) 
