| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
29,270,000 |
| Market
Cap: |
667.36(M) |
| Last
Volume: |
80,683 |
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 |
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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:
|
|
|
| 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 |
9,001 |
9,957 |
9,957 |
70,589 |
| Total Sell Value |
$202,980 |
$224,046 |
$224,046 |
$1,897,010 |
| Total People Sold |
2 |
2 |
2 |
6 |
| Total Sell Transactions |
2 |
4 |
4 |
10 |
| End Date |
2024-02-15 |
2023-11-14 |
2023-05-16 |
2022-05-16 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  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 |
|
- |
|
| Zimmerman Charles H |
Director |
– • – |
2024-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,162 |
13,715 |
|
- |
|
| Keenan Suzanne |
Director |
– • – |
2024-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,162 |
13,019 |
|
- |
|
| Schweitzer Jeffrey M |
Chairman, President & CEO |
• • – |
2024-01-30 |
4 |
S |
$22.05 |
$21,053 |
D/D |
(955) |
77,652 |
|
-3% |
|
| Schweitzer Jeffrey M |
Chairman, President & CEO |
• • – |
2024-01-30 |
4 |
OE |
$18.75 |
$17,906 |
D/D |
955 |
78,607 |
|
- |
|
| Monios Eleni S |
EVP & Chief Credit OfficerOffi |
• – – |
2023-12-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
372 |
|
-5% |
|
| Vazquez Anne |
Director |
– • – |
2023-12-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
5,000 |
|
-5% |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2023-11-28 |
4 |
S |
$18.46 |
$13 |
D/D |
(1) |
77,652 |
|
-8% |
|
| Aichele William S |
Director |
– • – |
2023-11-06 |
4 |
GD |
$17.64 |
$35,280 |
D/D |
2,000 |
142,787 |
|
- |
|
| Paquin Natalye |
Director |
– • – |
2023-11-01 |
4 |
B |
$16.47 |
$14,667 |
D/D |
890 |
19,090 |
2.39 |
21% |
|
| Paquin Natalye |
Director |
– • – |
2023-07-31 |
4 |
B |
$19.45 |
$14,782 |
D/D |
760 |
18,127 |
2.39 |
1% |
|
| Connor Martin P. |
Director |
– • – |
2023-05-09 |
4 |
B |
$17.25 |
$86,250 |
D/D |
5,000 |
5,020 |
2.39 |
2% |
|
| Paquin Natalye |
Director |
– • – |
2023-04-28 |
4 |
B |
$20.26 |
$16,958 |
D/D |
837 |
17,289 |
2.39 |
-13% |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2023-03-15 |
4/A |
D |
$24.88 |
$177,892 |
D/D |
(7,150) |
76,262 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2023-03-15 |
4 |
D |
$24.88 |
$158,685 |
D/D |
(6,378) |
77,034 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2023-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
142 |
83,412 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2023-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
19,311 |
83,270 |
|
- |
|
| Keim Michael S |
Senior EVP & COO |
• – – |
2023-03-15 |
4 |
D |
$24.88 |
$82,875 |
D/D |
(3,331) |
48,657 |
|
- |
|
| Keim Michael S |
Senior EVP & COO |
• – – |
2023-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
86 |
51,988 |
|
- |
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1038 Records found
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Page 2 of 42 |
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0.07 (0.31%) 
