| |
| |
| 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 |
|
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 : - |
|
|
|
|
|
| |
|
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.
|
|
|
D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
|
|
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. |
|
|
|
3m +/-:
|
|
|
|
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.
|
|
|
|
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
|
|
|
|
|
| |
| |
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 |
  Conner Eric W |
Executive Vice President |
• – – |
2016-12-12 |
4 |
D |
$30.25 |
$30,946 |
D/D |
(1,023) |
8,457 |
|
- |
|
| Conner Eric W |
Executive Vice President |
• – – |
2016-12-12 |
4 |
D |
$30.25 |
$211,054 |
D/D |
(6,977) |
8,642 |
|
- |
|
| Conner Eric W |
Executive Vice President |
• – – |
2016-12-12 |
4 |
OE |
$14.80 |
$143,800 |
D/D |
8,000 |
9,790 |
|
- |
|
| Petro Thomas M |
Director |
– • – |
2016-12-09 |
4 |
S |
$30.64 |
$894,579 |
D/D |
(29,193) |
90,738 |
|
- |
|
| Jackson Philip C. |
President, Commercial Banking |
• – – |
2016-12-09 |
4 |
D |
$31.00 |
$18,693 |
D/D |
(603) |
27,712 |
|
- |
|
| Jackson Philip C. |
President, Commercial Banking |
• – – |
2016-12-09 |
4 |
D |
$31.00 |
$167,307 |
D/D |
(5,397) |
28,315 |
|
- |
|
| Jackson Philip C. |
President, Commercial Banking |
• – – |
2016-12-09 |
4 |
OE |
$21.11 |
$126,660 |
D/D |
6,000 |
33,712 |
|
- |
|
| Schlosser Mark A |
Director |
– • – |
2016-12-09 |
4 |
S |
$30.75 |
$369,311 |
I/I |
(12,000) |
3,000 |
|
- |
|
| Aichele William S |
Director |
– • – |
2016-12-02 |
5 |
GD |
$28.80 |
$57,600 |
D/D |
2,000 |
144,005 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2016-11-30 |
4 |
D |
$28.55 |
$17,044 |
D/D |
(597) |
51,606 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2016-11-30 |
4 |
D |
$28.55 |
$154,256 |
D/D |
(5,403) |
52,203 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2016-11-30 |
4 |
OE |
$21.11 |
$126,660 |
D/D |
6,000 |
57,606 |
|
- |
|
| Deacon Roger S |
Senior EVP and CFO |
• – – |
2016-11-29 |
4 |
S |
$28.31 |
$370,383 |
D/D |
(13,000) |
70,749 |
|
- |
|
| Moyer K Leon |
Director |
– • – |
2016-11-28 |
4 |
D |
$27.95 |
$48,242 |
D/D |
(1,726) |
80,250 |
|
- |
|
| Moyer K Leon |
Director |
– • – |
2016-11-28 |
4 |
D |
$27.95 |
$468,833 |
D/D |
(16,774) |
81,607 |
|
- |
|
| Moyer K Leon |
Director |
– • – |
2016-11-28 |
4 |
OE |
$21.11 |
$399,485 |
D/D |
18,500 |
93,750 |
|
- |
|
| Aichele William S |
Director |
– • – |
2016-11-28 |
4 |
D |
$27.95 |
$59,142 |
D/D |
(2,116) |
146,005 |
|
- |
|
| Aichele William S |
Director |
– • – |
2016-11-28 |
4 |
D |
$27.95 |
$695,508 |
D/D |
(24,884) |
146,533 |
|
- |
|
| Aichele William S |
Director |
– • – |
2016-11-28 |
4 |
OE |
$21.11 |
$569,970 |
D/D |
27,000 |
152,794 |
|
- |
|
| Petro Thomas M |
Director |
– • – |
2016-11-21 |
4/A |
S |
$27.27 |
$545,400 |
D/D |
(20,000) |
119,931 |
|
- |
|
| Jackson Philip C. |
President, Commercial Banking |
• – – |
2016-11-21 |
4 |
D |
$27.35 |
$9,463 |
D/D |
(346) |
27,712 |
|
- |
|
| Jackson Philip C. |
President, Commercial Banking |
• – – |
2016-11-21 |
4 |
D |
$27.35 |
$45,237 |
D/D |
(1,654) |
28,058 |
|
- |
|
| Jackson Philip C. |
President, Commercial Banking |
• – – |
2016-11-21 |
4 |
OE |
$14.80 |
$29,600 |
D/D |
2,000 |
29,712 |
|
- |
|
| Liddle Mary E |
SVP & Controller |
• – – |
2016-11-21 |
4 |
D |
$27.35 |
$4,513 |
D/D |
(165) |
5,854 |
|
- |
|
| Liddle Mary E |
SVP & Controller |
• – – |
2016-11-21 |
4 |
D |
$27.35 |
$26,283 |
D/D |
(961) |
5,971 |
|
- |
|
1038 Records found
|
|
Page 15 of 42 |
|
|
0.15 (0.69%) 
