| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
29,270,000 |
| Market
Cap: |
671.16(M) |
| Last
Volume: |
94,227 |
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 |
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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:
|
|
|
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 |
  Zimmerman Charles H |
Director |
– • – |
2022-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,309 |
10,576 |
|
- |
|
| Petro Thomas M |
Director |
– • – |
2022-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,309 |
80,962 |
|
- |
|
| Turner Michael L. |
Director |
– • – |
2022-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,309 |
25,476 |
|
- |
|
| Benning Todd S |
Director |
– • – |
2022-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,309 |
37,961 |
|
- |
|
| Aichele William S |
Director |
– • – |
2022-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,309 |
144,337 |
|
- |
|
| Wonderling Robert C |
Director |
– • – |
2022-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,309 |
8,873 |
|
- |
|
| Keenan Suzanne |
Director |
– • – |
2022-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,309 |
10,409 |
|
- |
|
| Moyer Glenn E |
Director |
– • – |
2022-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,309 |
15,749 |
|
- |
|
| Ballou Roger H |
Director |
– • – |
2022-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,309 |
14,257 |
|
- |
|
| Aichele William S |
Director |
– • – |
2021-11-02 |
4 |
S |
$30.14 |
$129,764 |
D/D |
(4,306) |
143,027 |
|
4% |
|
| Aichele William S |
Director |
– • – |
2021-11-02 |
4 |
OE |
$16.88 |
$72,685 |
D/D |
4,306 |
147,333 |
|
- |
|
| Ballou Roger H |
Director |
– • – |
2021-11-01 |
4 |
S |
$29.67 |
$294,091 |
D/D |
(9,913) |
12,923 |
|
6% |
|
| Keim Michael S |
Senior EVP |
• – – |
2021-09-07 |
4 |
S |
$27.16 |
$14 |
D/D |
(1) |
32,972 |
|
-16% |
|
| Brobst Duane J |
Sr EVP & Chief Credit Officer |
• – – |
2021-09-07 |
4 |
S |
$27.16 |
$13 |
D/D |
(0) |
40,079 |
|
-16% |
|
| Paquin Natalye |
Director |
– • – |
2021-08-05 |
4 |
B |
$27.14 |
$11,806 |
D/D |
435 |
10,279 |
2.39 |
4% |
|
| Aichele William S |
Director |
– • – |
2021-06-08 |
4 |
S |
$29.50 |
$36,610 |
D/D |
(1,241) |
143,027 |
|
2% |
|
| Aichele William S |
Director |
– • – |
2021-06-08 |
4 |
OE |
$16.88 |
$20,948 |
D/D |
1,241 |
144,268 |
|
- |
|
| Moyer K Leon |
Director |
– • – |
2021-05-28 |
4 |
S |
$28.99 |
$72,475 |
D/D |
(2,500) |
66,347 |
|
5% |
|
| Moyer K Leon |
Director |
– • – |
2021-05-27 |
4 |
S |
$28.76 |
$71,908 |
D/D |
(2,500) |
68,847 |
|
2% |
|
| Moyer K Leon |
Director |
– • – |
2021-05-14 |
4 |
S |
$29.07 |
$145,340 |
D/D |
(5,000) |
71,345 |
|
8% |
|
| Moyer K Leon |
Director |
– • – |
2021-05-05 |
4 |
S |
$29.05 |
$1 |
D/D |
(0) |
76,345 |
|
11% |
|
| Moyer K Leon |
Director |
– • – |
2021-05-03 |
4 |
S |
$28.93 |
$11,109 |
D/D |
(384) |
76,345 |
|
11% |
|
| Paquin Natalye |
Director |
– • – |
2021-05-03 |
4 |
B |
$28.36 |
$14,605 |
D/D |
515 |
9,819 |
2.39 |
-11% |
|
| Santana Megan D |
EVP & Chief Risk OfficerGenera |
• – – |
2021-03-15 |
4 |
D |
$28.42 |
$16,285 |
D/D |
(573) |
7,109 |
|
- |
|
| Santana Megan D |
EVP & Chief Risk OfficerGenera |
• – – |
2021-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
889 |
7,275 |
|
- |
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1038 Records found
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Page 5 of 42 |
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0.13 (0.57%) 
