| |
| |
| 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 : - |
|
|
|
|
|
| |
|
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.
|
|
|
D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
|
|
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. |
|
|
|
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.
|
|
|
|
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
|
|
|
|
|
| |
| |
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 |
  Schweitzer Jeffrey M |
President & CEO |
• • – |
2019-02-15 |
4 |
D |
$0.00 |
$0 |
D/D |
(4,677) |
54,034 |
|
- |
|
| Moyer K Leon |
Director |
– • – |
2019-02-15 |
4 |
D |
$24.97 |
$18,428 |
D/D |
(738) |
76,461 |
|
- |
|
| Moyer K Leon |
Director |
– • – |
2019-02-15 |
4 |
D |
$24.97 |
$156,362 |
D/D |
(6,262) |
77,199 |
|
- |
|
| Moyer K Leon |
Director |
– • – |
2019-02-15 |
4 |
OE |
$17.24 |
$120,645 |
D/D |
7,000 |
83,461 |
|
- |
|
| Brobst Duane J |
Sr EVP & Chief Credit Officer |
• – – |
2019-02-15 |
4 |
D |
$24.97 |
$13,858 |
D/D |
(555) |
38,866 |
|
- |
|
| Brobst Duane J |
Sr EVP & Chief Credit Officer |
• – – |
2019-02-15 |
4 |
D |
$0.00 |
$0 |
D/D |
(1,429) |
39,421 |
|
- |
|
| Keim Michael S |
Senior EVP |
• – – |
2019-02-15 |
4 |
D |
$24.97 |
$24,396 |
D/D |
(977) |
31,917 |
|
- |
|
| Keim Michael S |
Senior EVP |
• – – |
2019-02-15 |
4 |
D |
$0.00 |
$0 |
D/D |
(2,551) |
32,894 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2019-02-06 |
4 |
D |
$24.39 |
$6,122 |
D/D |
(251) |
58,711 |
|
- |
|
| Brobst Duane J |
Sr EVP & Chief Credit Officer |
• – – |
2019-02-06 |
4 |
D |
$24.39 |
$463 |
D/D |
(19) |
40,850 |
|
- |
|
| Moyer K Leon |
Director |
– • – |
2019-02-06 |
4 |
D |
$24.39 |
$6,146 |
D/D |
(252) |
76,461 |
|
- |
|
| Keim Michael S |
Senior EVP |
• – – |
2019-02-06 |
4 |
D |
$24.39 |
$2,293 |
D/D |
(94) |
35,445 |
|
- |
|
| Zimmerman Charles H |
Director |
– • – |
2018-11-12 |
4 |
B |
$25.50 |
$12,750 |
D/D |
500 |
6,581 |
2.39 |
- |
|
| Morral William G |
Director |
– • – |
2018-10-01 |
4 |
D |
$0.00 |
$0 |
D/D |
(833) |
31,437 |
|
- |
|
| Delp R Lee |
Director |
– • – |
2018-10-01 |
4 |
D |
$0.00 |
$0 |
D/D |
(833) |
16,705 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2018-08-30 |
4 |
D |
$28.30 |
$23,291 |
D/D |
(823) |
58,029 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2018-08-30 |
4 |
D |
$28.30 |
$174,809 |
D/D |
(6,177) |
58,852 |
|
- |
|
| Schweitzer Jeffrey M |
President & CEO |
• • – |
2018-08-30 |
4 |
OE |
$16.88 |
$118,160 |
D/D |
7,000 |
65,029 |
|
- |
|
| 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 |
|
- |
|
534 Records found
|
|
Page 9 of 22 |
|
|
0.07 (0.31%) 
