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Exchange: |
Nasdaq National Market |
Security
Type: |
Common |
Shares
Out: |
29,270,000 |
Market
Cap: |
626.38(M) |
Last
Volume: |
47,763 |
Avg
Vol: |
99,292 |
52
Week Range: |
$16.21 - $22.93 |
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Level
I Sector: |
Financials |
Level
II Sector: |
Banking |
Level
III Sector: |
Domestic Regional Banks |
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Member Indexes:
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NASDAQ BANK |
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NASDAQ COMPOSITE |
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NASDAQ NNM COMPOSITE |
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Rankings:
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Insider 3 Months : 4.5 |
Insider 6 Months : 5.5 |
Insider 3/6 Months : 10.4 |
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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:
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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 |
11,001 |
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 |
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Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
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3m +/- |
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Form |
Paquin Natalye |
Director |
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2022-04-29 |
4 |
B |
$25.39 |
$15,740 |
D/D |
620 |
13,210 |
2.39 |
-1% |
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Brobst Duane J |
Sr EVP & Chief Credit Officer |
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2022-03-15 |
4 |
D |
$28.21 |
$29,395 |
D/D |
(1,042) |
53,851 |
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- |
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Brobst Duane J |
Sr EVP & Chief Credit Officer |
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2022-03-15 |
4 |
D |
$0.00 |
$0 |
D/D |
(29) |
54,893 |
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- |
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Brobst Duane J |
Sr EVP & Chief Credit Officer |
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2022-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
3,645 |
54,922 |
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- |
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Richardson Brian Jason |
Sr EVP & CFO |
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2022-03-15 |
4 |
D |
$28.21 |
$20,537 |
D/D |
(728) |
7,413 |
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- |
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Richardson Brian Jason |
Sr EVP & CFO |
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2022-03-15 |
4 |
D |
$0.00 |
$0 |
D/D |
(15) |
8,141 |
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- |
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Richardson Brian Jason |
Sr EVP & CFO |
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2022-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,520 |
8,156 |
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- |
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Santana Megan D |
EVP & Chief Risk OfficerGenera |
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2022-03-15 |
4 |
D |
$0.00 |
$0 |
D/D |
(24) |
11,635 |
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- |
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Santana Megan D |
EVP & Chief Risk OfficerGenera |
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2022-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
3,315 |
11,659 |
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- |
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Schweitzer Jeffrey M |
President & CEO |
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2022-03-15 |
4 |
D |
$28.21 |
$113,404 |
D/D |
(4,020) |
62,677 |
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- |
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Schweitzer Jeffrey M |
President & CEO |
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2022-03-15 |
4 |
D |
$0.00 |
$0 |
D/D |
(103) |
66,697 |
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- |
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Schweitzer Jeffrey M |
President & CEO |
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2022-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
13,267 |
66,800 |
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- |
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Keim Michael S |
Senior EVP & COO |
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2022-03-15 |
4 |
D |
$28.21 |
$67,337 |
D/D |
(2,387) |
39,310 |
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- |
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Keim Michael S |
Senior EVP & COO |
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2022-03-15 |
4 |
D |
$0.00 |
$0 |
D/D |
(67) |
41,697 |
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- |
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Keim Michael S |
Senior EVP & COO |
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2022-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
8,441 |
41,764 |
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- |
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Brobst Duane J |
Sr EVP & Chief Credit Officer |
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2022-03-11 |
4 |
OE |
$16.88 |
$201,521 |
D/D |
10,661 |
51,007 |
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- |
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Paquin Natalye |
Director |
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2022-01-31 |
4 |
B |
$29.58 |
$14,088 |
D/D |
475 |
12,557 |
2.39 |
-15% |
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Paquin Natalye |
Director |
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2022-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,309 |
12,082 |
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- |
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Zimmerman Charles H |
Director |
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2022-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,309 |
10,576 |
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- |
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Petro Thomas M |
Director |
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2022-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,309 |
80,962 |
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- |
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Turner Michael L. |
Director |
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2022-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,309 |
25,476 |
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- |
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Benning Todd S |
Director |
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2022-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,309 |
37,961 |
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- |
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Aichele William S |
Director |
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2022-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,309 |
144,337 |
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- |
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Wonderling Robert C |
Director |
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2022-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,309 |
8,873 |
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- |
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Keenan Suzanne |
Director |
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2022-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,309 |
10,409 |
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- |
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534 Records found
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Page 4 of 22 |
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