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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 |
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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 |
2024-03-03 |
2023-12-01 |
2023-06-02 |
2022-06-02 |
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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 |
Liddle Mary E |
SVP & Controller |
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2016-11-21 |
4 |
OE |
$16.88 |
$26,270 |
D/D |
1,500 |
6,588 |
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- |
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Petro Thomas M |
Director |
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2016-11-18 |
4 |
S |
$27.27 |
$545,400 |
D/D |
(20,000) |
119,931 |
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- |
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Petro Thomas M |
Director |
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2016-11-18 |
4 |
GD |
$27.45 |
$214,110 |
D/D |
7,800 |
139,931 |
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- |
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Benning Todd S |
Director |
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2016-11-17 |
4 |
S |
$27.58 |
$486,964 |
I/I |
(17,619) |
0 |
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- |
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Petro Thomas M |
Director |
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2016-11-17 |
4 |
S |
$27.48 |
$287,935 |
D/D |
(10,478) |
147,731 |
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- |
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Keim Michael S |
Senior EVP |
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2016-11-16 |
4 |
D |
$27.40 |
$21,646 |
D/D |
(790) |
29,259 |
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- |
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Keim Michael S |
Senior EVP |
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2016-11-16 |
4 |
D |
$27.40 |
$156,454 |
D/D |
(5,710) |
29,477 |
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- |
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Keim Michael S |
Senior EVP |
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2016-11-16 |
4 |
OE |
$14.80 |
$109,450 |
D/D |
6,500 |
30,759 |
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- |
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Petro Thomas M |
Director |
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2016-11-16 |
4 |
S |
$27.76 |
$63,432 |
D/D |
(2,285) |
158,209 |
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- |
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Petro Thomas M |
Director |
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2016-11-15 |
4 |
S |
$26.33 |
$1,060,632 |
D/D |
(40,000) |
160,494 |
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- |
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Liddle Mary E |
SVP & Controller |
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2016-11-09 |
4 |
D |
$24.15 |
$18,113 |
D/D |
(750) |
5,480 |
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- |
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Liddle Mary E |
SVP & Controller |
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2016-11-09 |
4 |
D |
$24.15 |
$192,306 |
D/D |
(7,963) |
5,580 |
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- |
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Liddle Mary E |
SVP & Controller |
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2016-11-09 |
4 |
OE |
$14.80 |
$192,293 |
D/D |
10,000 |
6,308 |
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- |
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Jackson Philip C. |
President, Commercial Banking |
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2016-11-07 |
4 |
S |
$23.10 |
$231,000 |
D/D |
(10,000) |
27,712 |
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- |
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Zimmerman Charles H |
Director |
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2016-10-04 |
4 |
B |
$23.05 |
$490 |
D/D |
21 |
5,069 |
2.31 |
- |
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Turner Michael L. |
Director |
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2016-09-30 |
4 |
S |
$23.48 |
$23,489 |
D/D |
(1,000) |
25,039 |
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- |
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Turner Michael L. |
Director |
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2016-09-27 |
4 |
S |
$23.26 |
$23,260 |
D/D |
(1,000) |
26,039 |
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- |
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Schweitzer Jeffrey M |
President & CEO |
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2016-09-22 |
4 |
GD |
$23.78 |
$16,646 |
D/D |
700 |
51,144 |
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- |
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Deacon Roger S |
Senior EVP and CFOOfficer |
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2016-07-06 |
3/A |
IO |
$0.00 |
$0 |
D/D |
0 |
83,749 |
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- |
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Benning Todd S |
Director |
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2016-07-06 |
3/A |
IO |
$0.00 |
$0 |
I/I |
0 |
17,619 |
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- |
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Benning Todd S |
Director |
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2016-07-06 |
3/A |
IO |
$0.00 |
$0 |
D/D |
0 |
33,148 |
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- |
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Zimmerman Charles H |
Director |
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2016-07-05 |
4 |
B |
$20.89 |
$485 |
D/D |
23 |
5,048 |
2.31 |
- |
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Schlosser Mark A |
Director |
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2016-07-01 |
4 |
A |
$0.00 |
$0 |
I/I |
778 |
1,621 |
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- |
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Schlosser Mark A |
Director |
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2016-07-01 |
4 |
A |
$0.00 |
$0 |
D/D |
973 |
4,160 |
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- |
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Moyer Glenn E |
Director |
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2016-06-16 |
4 |
B |
$19.90 |
$19,900 |
D/D |
1,000 |
7,007 |
2.39 |
- |
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1038 Records found
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Page 16 of 42 |
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