| |
| |
| 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 |
|
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 +/-:
|
|
|
|
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 |
|
|
|
|
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 |
  Keim Michael S |
Senior EVP |
• – – |
2020-02-15 |
4 |
D |
$0.00 |
$0 |
D/D |
(951) |
31,758 |
|
- |
|
| Zimmerman Charles H |
Director |
– • – |
2020-02-12 |
4 |
B |
$25.63 |
$20,504 |
D/D |
800 |
7,611 |
2.39 |
-40% |
|
| Keenan Suzanne |
Director |
– • – |
2020-01-06 |
3/A |
IO |
$0.00 |
$0 |
I/I |
0 |
1,200 |
|
- |
|
| Keenan Suzanne |
Director |
– • – |
2020-01-06 |
3/A |
IO |
$0.00 |
$0 |
D/D |
0 |
4,300 |
|
- |
|
| Keenan Suzanne |
Director |
– • – |
2020-01-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
5,500 |
|
-41% |
|
| Paquin Natalye |
Director |
– • – |
2019-12-13 |
4 |
B |
$26.96 |
$17,523 |
D/D |
650 |
2,632 |
2.39 |
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2019-09-13 |
4 |
D |
$26.37 |
$17,800 |
D/D |
(675) |
53,021 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2019-09-13 |
4 |
D |
$26.37 |
$194,347 |
D/D |
(7,370) |
53,696 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2019-09-13 |
4 |
OE |
$18.78 |
$151,085 |
D/D |
8,045 |
61,066 |
|
- |
|
| Aichele William S |
Director |
– • – |
2019-07-31 |
4 |
D |
$27.46 |
$39,350 |
D/D |
(1,433) |
144,626 |
|
- |
|
| Aichele William S |
Director |
– • – |
2019-07-31 |
4 |
D |
$27.46 |
$207,790 |
D/D |
(7,567) |
146,059 |
|
- |
|
| Aichele William S |
Director |
– • – |
2019-07-31 |
4 |
OE |
$14.80 |
$133,200 |
D/D |
9,000 |
153,626 |
|
- |
|
| Richardson Brian Jason |
EVP & CFOOfficer |
• – – |
2019-07-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
5,238 |
|
- |
|
| Moyer K Leon |
Director |
– • – |
2019-06-04 |
4 |
D |
$24.85 |
$12,226 |
D/D |
(492) |
76,618 |
|
- |
|
| Moyer K Leon |
Director |
– • – |
2019-06-04 |
4 |
D |
$24.85 |
$161,724 |
D/D |
(6,508) |
77,110 |
|
- |
|
| Moyer K Leon |
Director |
– • – |
2019-06-04 |
4 |
OE |
$18.78 |
$131,460 |
D/D |
7,000 |
83,618 |
|
- |
|
| Wonderling Robert C |
Director |
– • – |
2019-05-09 |
4 |
B |
$25.04 |
$62,600 |
D/D |
2,500 |
6,040 |
2.39 |
- |
|
| Moyer K Leon |
Director |
– • – |
2019-03-15 |
4 |
D |
$26.01 |
$18,129 |
D/D |
(697) |
76,461 |
|
- |
|
| Moyer K Leon |
Director |
– • – |
2019-03-15 |
4 |
D |
$26.01 |
$163,941 |
D/D |
(6,303) |
77,158 |
|
- |
|
| Moyer K Leon |
Director |
– • – |
2019-03-15 |
4 |
OE |
$16.88 |
$118,160 |
D/D |
7,000 |
83,461 |
|
- |
|
| Moyer K Leon |
Director |
– • – |
2019-02-19 |
4 |
D |
$25.52 |
$24,372 |
D/D |
(955) |
76,461 |
|
- |
|
| Moyer K Leon |
Director |
– • – |
2019-02-19 |
4 |
D |
$25.52 |
$154,268 |
D/D |
(6,045) |
77,416 |
|
- |
|
| Moyer K Leon |
Director |
– • – |
2019-02-19 |
4 |
OE |
$14.80 |
$103,600 |
D/D |
7,000 |
83,461 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2019-02-19 |
4 |
D |
$25.52 |
$3,726 |
D/D |
(146) |
52,290 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2019-02-15 |
4 |
D |
$24.97 |
$39,902 |
D/D |
(1,598) |
52,436 |
|
- |
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534 Records found
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Page 8 of 22 |
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