| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
29,270,000 |
| Market
Cap: |
667.36(M) |
| Last
Volume: |
80,683 |
Avg
Vol: |
99,647 |
| 52
Week Range: |
$16.21 - $22.6 |
|
| 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:
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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:
|
|
|
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 |
  Aichele William S |
Director |
– • – |
2020-11-09 |
4 |
S |
$18.36 |
$165,195 |
D/D |
(9,000) |
144,643 |
|
-49% |
|
| Aichele William S |
Director |
– • – |
2020-11-09 |
4 |
OE |
$17.24 |
$155,115 |
D/D |
9,000 |
153,643 |
|
- |
|
| Paquin Natalye |
Director |
– • – |
2020-11-02 |
4 |
B |
$16.00 |
$12,566 |
D/D |
785 |
7,383 |
2.39 |
76% |
|
| Paquin Natalye |
Director |
– • – |
2020-08-03 |
4 |
B |
$15.24 |
$13,712 |
D/D |
900 |
6,570 |
2.39 |
29% |
|
| Moyer Glenn E |
Director |
– • – |
2020-05-12 |
4 |
B |
$15.00 |
$7,500 |
D/D |
500 |
12,827 |
2.39 |
-9% |
|
| Keenan Suzanne |
Director |
– • – |
2020-05-12 |
4 |
B |
$15.43 |
$27,774 |
I/I |
1,800 |
3,000 |
2.1 |
-9% |
|
| Keenan Suzanne |
Director |
– • – |
2020-05-12 |
4 |
B |
$15.39 |
$73,979 |
D/D |
4,800 |
9,100 |
2.39 |
-9% |
|
| Moyer Glenn E |
Director |
– • – |
2020-05-05 |
4 |
B |
$16.00 |
$16,000 |
D/D |
1,000 |
12,327 |
2.39 |
-10% |
|
| Paquin Natalye |
Director |
– • – |
2020-04-27 |
4 |
B |
$15.44 |
$45,872 |
D/D |
2,970 |
5,643 |
2.39 |
-1% |
|
| Santana Megan D |
EVP & Chief Risk OfficerGenera |
• – – |
2020-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
289 |
5,088 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2020-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,221 |
51,480 |
|
- |
|
| Keim Michael S |
Senior EVP |
• – – |
2020-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
798 |
31,631 |
|
- |
|
| Brobst Duane J |
Sr EVP & Chief Credit Officer |
• – – |
2020-03-15 |
4 |
D |
$18.08 |
$1,772 |
D/D |
(98) |
38,820 |
|
- |
|
| Brobst Duane J |
Sr EVP & Chief Credit Officer |
• – – |
2020-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
350 |
38,918 |
|
- |
|
| Richardson Brian Jason |
EVP & CFO |
• – – |
2020-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
179 |
5,435 |
|
- |
|
| Petro Thomas M |
Director |
– • – |
2020-03-12 |
4 |
B |
$16.85 |
$168,901 |
D/D |
10,000 |
80,669 |
2.39 |
-10% |
|
| Moyer Glenn E |
Director |
– • – |
2020-02-27 |
4 |
B |
$24.00 |
$24,000 |
D/D |
1,000 |
11,284 |
2.39 |
-38% |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2020-02-19 |
4 |
D |
$25.57 |
$3,733 |
D/D |
(146) |
50,259 |
|
- |
|
| Santana Megan D |
EVP & Chief Risk OfficerGenera |
• – – |
2020-02-15 |
4 |
D |
$25.70 |
$9,098 |
D/D |
(354) |
4,799 |
|
- |
|
| Santana Megan D |
EVP & Chief Risk OfficerGenera |
• – – |
2020-02-15 |
4 |
D |
$0.00 |
$0 |
D/D |
(358) |
5,153 |
|
- |
|
| Brobst Duane J |
Sr EVP & Chief Credit Officer |
• – – |
2020-02-15 |
4 |
D |
$25.70 |
$13,955 |
D/D |
(543) |
38,568 |
|
- |
|
| Brobst Duane J |
Sr EVP & Chief Credit Officer |
• – – |
2020-02-15 |
4 |
D |
$0.00 |
$0 |
D/D |
(546) |
39,111 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2020-02-15 |
4 |
D |
$25.70 |
$40,580 |
D/D |
(1,579) |
50,405 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2020-02-15 |
4 |
D |
$0.00 |
$0 |
D/D |
(1,744) |
51,984 |
|
- |
|
| Keim Michael S |
Senior EVP |
• – – |
2020-02-15 |
4 |
D |
$25.70 |
$23,773 |
D/D |
(925) |
30,833 |
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- |
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534 Records found
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Page 7 of 22 |
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0.07 (0.31%) 
