Univest Financial Corporation

Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in Pennsylvania. It operates through three segments: Banking, Wealth Management, and Insurance.

Banks - Regional

US, Souderton [HQ]

Analysts
Dividend Payments
Government Awards
Insiders
Lobbying Expenses
Segment Revenues
Shareholder Structure
Supply / Portfolio
Valuation Models [Soon]

Major Shareholders · Proxy Ben. Owners

Shareholders

Major Shareholders · Structure

Breakdown

The breakdown presents the total weighting of the relevant parties: Institutes, Insiders & Public. for Univest Financial Corporation

Institutional

Insider

Retail

78.49%

1.81%

19.70%

Intraday

Shares Outstanding

29,042,900

Volume

77,046

Volume on Avg.

104,355

Beneficial Owners Beta

Beneficial owners who control a significant portion of the shares outstanding.

SEC Source

Form 3/4/5

Owner	Shares	Equivalence - $29.42 per share	Last Form/Filing	Last Transaction
10% Holder
- No data -
Officers/Directors Below 10%
Paquin Natalye Internal : Director	21,996,684	$647,142,443.28	05/07/24	P 860 x $22.29 = $19,169.40
Keim Michael S Internal : Senior EVP & COO	56,079,077	$1,649,846,445.34	09/06/24	M 400 x $19.68 = $7,872.00
Schweitzer Jeffrey M Internal : Chairman, President & CEO	957,751,043	$28,177,035,685.06	05/13/24	M 5,588 x $18.52 = $103,489.76
Cama Domenick A Internal : Director	0	$0	08/08/24	0 x $0 = $0
Richardson Brian J Internal : Sr EVP & CFO	123,854,353	$3,643,795,065.26	03/11/24	S 647 x $20.24 = $13,095.28
Mccormick Patrick C Internal : SEVP & Chief Comm Bank Officer	61,187,608	$1,800,139,427.36	03/19/24	M 3,000 x $0 = $0
Monios Eleni S Internal : EVP & Chief Credit Officer	949	$27,919.58	03/19/24	M 577 x $0 = $0
Santana Megan D Internal : Sr EVP & Chief Risk Officer	0	$0	02/01/24	0 x $0 = $0
Zimmerman Charles H Internal : Director	137,151,584	$4,034,999,601.28	02/02/24	M 1,162 x $0 = $0
Wonderling Robert C Internal : Director	0	$0	01/30/24	0 x $0 = $0
Turner Michael L. Internal : Director	0	$0	01/30/24	0 x $0 = $0
Petro Thomas M Internal : Director	57,410,608	$1,689,020,087.36	02/02/24	M 1,162 x $0 = $0
Keenan Suzanne Internal : Director	13,019	$383,018.98	02/02/24	M 1,162 x $0 = $0
Benning Todd S Internal : Director	0	$0	01/30/24	0 x $0 = $0
Aichele William S Internal : Director	1,439,492,776	$42,349,877,469.92	02/02/24	M 1,162 x $0 = $0
Beebe Joseph P Internal : Director	0	$0	01/30/24	0 x $0 = $0
Connor Martin P. Internal : Director	0	$0	01/30/24	0 x $0 = $0
Vazquez Anne Internal : Director	0	$0	01/30/24	0 x $0 = $0