| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
29,270,000 |
| Market
Cap: |
652.43(M) |
| Last
Volume: |
140,867 |
Avg
Vol: |
99,588 |
| 52
Week Range: |
$16.21 - $22.8 |
|
| 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 : - |
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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 |
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 |
11,957 |
11,957 |
72,589 |
| Total Sell Value |
$248,493 |
$269,559 |
$269,559 |
$1,942,523 |
| Total People Sold |
3 |
3 |
3 |
7 |
| Total Sell Transactions |
4 |
6 |
6 |
12 |
| End Date |
2024-02-18 |
2023-11-17 |
2023-05-19 |
2022-05-19 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Keim Michael S |
Senior EVP |
• – – |
2018-08-22 |
4 |
D |
$28.70 |
$13,288 |
D/D |
(463) |
35,064 |
|
- |
|
| Keim Michael S |
Senior EVP |
• – – |
2018-08-22 |
4 |
D |
$28.70 |
$115,862 |
D/D |
(4,037) |
35,317 |
|
- |
|
| Keim Michael S |
Senior EVP |
• – – |
2018-08-22 |
4 |
OE |
$16.88 |
$82,593 |
D/D |
4,500 |
37,564 |
|
- |
|
| Conner Eric W |
Executive Vice President |
• – – |
2018-08-21 |
4 |
D |
$28.90 |
$15,201 |
D/D |
(526) |
9,590 |
|
- |
|
| Conner Eric W |
Executive Vice President |
• – – |
2018-08-21 |
4 |
D |
$28.90 |
$137,188 |
D/D |
(4,747) |
9,767 |
|
- |
|
| Conner Eric W |
Executive Vice President |
• – – |
2018-08-21 |
4 |
OE |
$16.88 |
$99,159 |
D/D |
5,273 |
11,530 |
|
- |
|
| Petro Thomas M |
Director |
– • – |
2018-05-07 |
4 |
S |
$29.30 |
$586,000 |
D/D |
(20,000) |
70,554 |
|
- |
|
| Schlosser Mark A |
Director |
– • – |
2018-04-17 |
4 |
D |
$0.00 |
$0 |
D/D |
(2,000) |
4,366 |
|
- |
|
| Zimmerman Charles H |
Director |
– • – |
2018-04-12 |
4 |
B |
$27.85 |
$24,035 |
D/D |
863 |
6,036 |
2.39 |
- |
|
| Zimmerman Charles H |
Director |
– • – |
2018-04-03 |
4 |
B |
$27.55 |
$511 |
D/D |
19 |
5,173 |
2.31 |
- |
|
| Zimmerman Charles H |
Director |
– • – |
2018-03-26 |
4/A |
S |
$27.14 |
$13,569 |
D/D |
(500) |
4,978 |
|
- |
|
| Zimmerman Charles H |
Director |
– • – |
2018-03-26 |
4 |
B |
$27.14 |
$13,569 |
D/D |
500 |
5,978 |
2.39 |
- |
|
| Wonderling Robert C |
Director |
– • – |
2018-03-23 |
4 |
B |
$27.45 |
$27,450 |
D/D |
1,000 |
3,500 |
2.39 |
- |
|
| Wonderling Robert C |
Director |
– • – |
2018-03-22 |
4 |
B |
$28.00 |
$42,000 |
D/D |
1,500 |
2,500 |
2.39 |
- |
|
| Deacon Roger S |
Senior EVP and CFO |
• – – |
2018-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
2,708 |
69,839 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2018-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
7,368 |
57,292 |
|
- |
|
| Keim Michael S |
Senior EVP |
• – – |
2018-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
3,832 |
34,673 |
|
- |
|
| Brobst Duane J |
Sr EVP & Chief Risk Officer |
• – – |
2018-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
2,166 |
40,061 |
|
- |
|
| Conner Eric W |
Executive Vice President |
• – – |
2018-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
1,689 |
9,467 |
|
- |
|
| Santana Megan D |
Executive Vice PresidentGenera |
• – – |
2018-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
1,474 |
3,074 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2018-02-19 |
4 |
D |
$28.10 |
$4,861 |
D/D |
(173) |
49,924 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2018-02-15 |
4 |
D |
$27.60 |
$46,948 |
D/D |
(1,701) |
50,097 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2018-02-15 |
4 |
D |
$0.00 |
$0 |
D/D |
(2,500) |
51,798 |
|
- |
|
| Brobst Duane J |
Sr EVP & Chief Risk Officer |
• – – |
2018-02-15 |
4 |
D |
$27.60 |
$23,488 |
D/D |
(851) |
37,895 |
|
- |
|
| Brobst Duane J |
Sr EVP & Chief Risk Officer |
• – – |
2018-02-15 |
4 |
D |
$0.00 |
$0 |
D/D |
(1,250) |
38,746 |
|
- |
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1038 Records found
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Page 10 of 42 |
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0.64 (2.79%) 
