| |
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| 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:
|
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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 |
11,000 |
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 |
  Aichele William S |
Director |
– • – |
2022-11-21 |
4 |
OE |
$16.88 |
$58,287 |
D/D |
3,453 |
147,790 |
|
- |
|
| Petro Thomas M |
Director |
– • – |
2022-11-14 |
4 |
GD |
$27.80 |
$322,480 |
D/D |
11,600 |
69,479 |
|
- |
|
| Paquin Natalye |
Director |
– • – |
2022-11-09 |
4 |
B |
$27.79 |
$14,393 |
D/D |
518 |
14,384 |
2.39 |
-13% |
|
| Ballou Roger H |
Director |
– • – |
2022-11-09 |
4 |
S |
$27.61 |
$278,090 |
I/I |
(10,071) |
0 |
|
13% |
|
| Ballou Roger H |
Director |
– • – |
2022-11-09 |
4 |
S |
$27.61 |
$127,240 |
D/D |
(4,608) |
9,766 |
|
13% |
|
| Connor Martin P. |
Director |
– • – |
2022-10-26 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
20 |
|
-3% |
|
| Paquin Natalye |
Director |
– • – |
2022-08-02 |
4 |
B |
$24.65 |
$14,176 |
D/D |
575 |
13,826 |
2.39 |
7% |
|
| Paquin Natalye |
Director |
– • – |
2022-04-29 |
4 |
B |
$25.39 |
$15,740 |
D/D |
620 |
13,210 |
2.39 |
-1% |
|
| Brobst Duane J |
Sr EVP & Chief Credit Officer |
• – – |
2022-03-15 |
4 |
D |
$28.21 |
$29,395 |
D/D |
(1,042) |
53,851 |
|
- |
|
| Brobst Duane J |
Sr EVP & Chief Credit Officer |
• – – |
2022-03-15 |
4 |
D |
$0.00 |
$0 |
D/D |
(29) |
54,893 |
|
- |
|
| Brobst Duane J |
Sr EVP & Chief Credit Officer |
• – – |
2022-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
3,645 |
54,922 |
|
- |
|
| Richardson Brian Jason |
Sr EVP & CFO |
• – – |
2022-03-15 |
4 |
D |
$28.21 |
$20,537 |
D/D |
(728) |
7,413 |
|
- |
|
| Richardson Brian Jason |
Sr EVP & CFO |
• – – |
2022-03-15 |
4 |
D |
$0.00 |
$0 |
D/D |
(15) |
8,141 |
|
- |
|
| Richardson Brian Jason |
Sr EVP & CFO |
• – – |
2022-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,520 |
8,156 |
|
- |
|
| Santana Megan D |
EVP & Chief Risk OfficerGenera |
• – – |
2022-03-15 |
4 |
D |
$0.00 |
$0 |
D/D |
(24) |
11,635 |
|
- |
|
| Santana Megan D |
EVP & Chief Risk OfficerGenera |
• – – |
2022-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
3,315 |
11,659 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2022-03-15 |
4 |
D |
$28.21 |
$113,404 |
D/D |
(4,020) |
62,677 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2022-03-15 |
4 |
D |
$0.00 |
$0 |
D/D |
(103) |
66,697 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2022-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
13,267 |
66,800 |
|
- |
|
| Keim Michael S |
Senior EVP & COO |
• – – |
2022-03-15 |
4 |
D |
$28.21 |
$67,337 |
D/D |
(2,387) |
39,310 |
|
- |
|
| Keim Michael S |
Senior EVP & COO |
• – – |
2022-03-15 |
4 |
D |
$0.00 |
$0 |
D/D |
(67) |
41,697 |
|
- |
|
| Keim Michael S |
Senior EVP & COO |
• – – |
2022-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
8,441 |
41,764 |
|
- |
|
| Brobst Duane J |
Sr EVP & Chief Credit Officer |
• – – |
2022-03-11 |
4 |
OE |
$16.88 |
$201,521 |
D/D |
10,661 |
51,007 |
|
- |
|
| Paquin Natalye |
Director |
– • – |
2022-01-31 |
4 |
B |
$29.58 |
$14,088 |
D/D |
475 |
12,557 |
2.39 |
-15% |
|
| Paquin Natalye |
Director |
– • – |
2022-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,309 |
12,082 |
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- |
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1038 Records found
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Page 4 of 42 |
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0.28 (1.32%) 
