| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
29,270,000 |
| Market
Cap: |
651.26(M) |
| Last
Volume: |
105,736 |
Avg
Vol: |
99,426 |
| 52
Week Range: |
$16.21 - $22.32 |
|
| Level
I Sector: |
Financials |
| Level
II Sector: |
Banking |
| Level
III Sector: |
Domestic Regional Banks |
|
Member Indexes:
|
| |
NASDAQ BANK |
|
NASDAQ COMPOSITE |
| |
NASDAQ NNM COMPOSITE |
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Rankings:
|
|
| Insider 3 Months : 4.3 |
| Insider 6 Months : 5.3 |
| Insider 3/6 Months : 9.9 |
|
| 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:
|
|
|
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:
|
|
|
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 |
725 |
1,615 |
7,375 |
13,840 |
| Total Buy Value |
$15,193 |
$29,860 |
$130,892 |
$297,477 |
| Total People Bought |
1 |
1 |
2 |
3 |
| Total Buy Transactions |
1 |
2 |
4 |
9 |
| Total Shares Sold |
1 |
957 |
957 |
61,589 |
| Total Sell Value |
$13 |
$21,079 |
$21,079 |
$1,694,043 |
| Total People Sold |
1 |
2 |
2 |
6 |
| Total Sell Transactions |
1 |
3 |
3 |
9 |
| End Date |
2024-02-01 |
2023-10-31 |
2023-05-02 |
2022-05-02 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Santana Megan D |
Sr EVP & Chief Risk OfficerGen |
• – – |
2024-03-15 |
4 |
D |
$19.56 |
$28,362 |
D/D |
(1,450) |
24,864 |
|
- |
|
| Santana Megan D |
Sr EVP & Chief Risk OfficerGen |
• – – |
2024-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
581 |
26,314 |
|
- |
|
| Santana Megan D |
Sr EVP & Chief Risk OfficerGen |
• – – |
2024-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
4,471 |
25,733 |
|
- |
|
| Schweitzer Jeffrey M |
Chairman, President & CEO |
• • – |
2024-03-15 |
4 |
D |
$19.56 |
$100,871 |
D/D |
(5,157) |
90,187 |
|
- |
|
| Schweitzer Jeffrey M |
Chairman, President & CEO |
• • – |
2024-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
2,115 |
95,344 |
|
- |
|
| Schweitzer Jeffrey M |
Chairman, President & CEO |
• • – |
2024-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
15,577 |
93,229 |
|
- |
|
| Mccormick Patrick C |
SEVP & Chief Comm Bank Officer |
• – – |
2024-03-15 |
4 |
D |
$19.56 |
$22,142 |
D/D |
(1,132) |
5,476 |
|
- |
|
| Mccormick Patrick C |
SEVP & Chief Comm Bank Officer |
• – – |
2024-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
3,489 |
6,608 |
|
- |
|
| Richardson Brian Jason |
Sr EVP & CFO |
• – – |
2024-03-15 |
4 |
D |
$19.56 |
$31,765 |
D/D |
(1,624) |
16,373 |
|
- |
|
| Richardson Brian Jason |
Sr EVP & CFO |
• – – |
2024-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
634 |
17,997 |
|
- |
|
| Richardson Brian Jason |
Sr EVP & CFO |
• – – |
2024-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
4,978 |
17,363 |
|
- |
|
| Keim Michael S |
Senior EVP & COO |
• – – |
2024-03-15 |
4 |
D |
$19.56 |
$55,042 |
D/D |
(2,814) |
55,679 |
|
- |
|
| Keim Michael S |
Senior EVP & COO |
• – – |
2024-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
1,184 |
58,493 |
|
- |
|
| Keim Michael S |
Senior EVP & COO |
• – – |
2024-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
8,652 |
57,309 |
|
- |
|
| Monios Eleni S |
EVP & Chief Credit Officer |
• – – |
2024-03-15 |
4 |
D |
$19.56 |
$7,081 |
D/D |
(362) |
1,029 |
|
- |
|
| Monios Eleni S |
EVP & Chief Credit Officer |
• – – |
2024-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,019 |
1,391 |
|
- |
|
| Richardson Brian Jason |
Sr EVP & CFO |
• – – |
2024-03-08 |
4 |
S |
$20.24 |
$13 |
D/D |
(1) |
12,385 |
|
-9% |
|
| Paquin Natalye |
Director |
– • – |
2024-02-01 |
4 |
B |
$20.96 |
$15,193 |
D/D |
725 |
19,892 |
2.39 |
6% |
|
| Beebe Joseph P |
Director |
– • – |
2024-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,162 |
9,110 |
|
- |
|
| Benning Todd S |
Director |
– • – |
2024-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,162 |
13,071 |
|
- |
|
| Petro Thomas M |
Director |
– • – |
2024-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,162 |
57,411 |
|
- |
|
| Paquin Natalye |
Director |
– • – |
2024-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,162 |
21,054 |
|
- |
|
| Aichele William S |
Director |
– • – |
2024-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,162 |
143,949 |
|
- |
|
| Turner Michael L. |
Director |
– • – |
2024-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,162 |
28,711 |
|
- |
|
| Wonderling Robert C |
Director |
– • – |
2024-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,162 |
15,834 |
|
- |
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1031 Records found
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Page 1 of 42 |
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0.23 (1.04%) 
