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]
Insiders
Transactions
Track non-derivative insider transactions.
i = Indirect Ownership
d = Direct Ownership
cs = Common Stock
| Reported Owner(s) | Position Now | Transaction Date | Type | Position Change | Extra | ||
|---|---|---|---|---|---|---|---|
|
$232,812,048
d
Common
10% Holder
|
11/01/24 |
P
|
565 x $28.10 = $15,876.50 |
Footnotes
#1 INCLUDES 953.2048 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.
|
|||
|
$901,871,043
d
Common
10% Holder
|
09/18/24 |
S
|
4,541 x $28.75 = $130,553.75 |
Footnotes
#1 INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.
#2 THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $28.25 TO $28.62,
INCLUSIVE. THE REPORTING PERSON UNDERTAKES TO PROVIDE TO UNIVEST FINANCIAL CORPORATION, ANY SECURITY HOLDER OF UNIVEST FINANCIAL CORPORATION, OR THE STAFF OF THE SECURITIES AND EXCHANGE COMMISSION, UPON REQUEST, FULL INFORMATION REGARDING THE NUMBER OF SHARES SOLD AT EACH SEPARATE PRICE WITHIN THE RANGES SET FORTH IN THIS FOOTNOTE.
#3 THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $28.28 TO $29.35, INCLUSIVE.
THE REPORTING PERSON UNDERTAKES TO PROVIDE TO UNIVEST FINANCIAL CORPORATION, ANY SECURITY HOLDER OF UNIVEST FINANCIAL CORPORATION, OR THE STAFF OF THE
SECURITIES AND EXCHANGE COMMISSION, UPON REQUEST, FULL INFORMATION REGARDING THE NUMBER OF SHARES SOLD AT EACH SEPARATE PRICE WITHIN THE RANGES SET FORTH
IN THIS FOOTNOTE.
|
|||
|
$947,281,043
d
Common
10% Holder
|
09/18/24 |
M
|
4,541 x $19.68 = $89,366.88 |
Footnotes
#1 INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.
#2 THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $28.25 TO $28.62,
INCLUSIVE. THE REPORTING PERSON UNDERTAKES TO PROVIDE TO UNIVEST FINANCIAL CORPORATION, ANY SECURITY HOLDER OF UNIVEST FINANCIAL CORPORATION, OR THE STAFF OF THE SECURITIES AND EXCHANGE COMMISSION, UPON REQUEST, FULL INFORMATION REGARDING THE NUMBER OF SHARES SOLD AT EACH SEPARATE PRICE WITHIN THE RANGES SET FORTH IN THIS FOOTNOTE.
#3 THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $28.28 TO $29.35, INCLUSIVE.
THE REPORTING PERSON UNDERTAKES TO PROVIDE TO UNIVEST FINANCIAL CORPORATION, ANY SECURITY HOLDER OF UNIVEST FINANCIAL CORPORATION, OR THE STAFF OF THE
SECURITIES AND EXCHANGE COMMISSION, UPON REQUEST, FULL INFORMATION REGARDING THE NUMBER OF SHARES SOLD AT EACH SEPARATE PRICE WITHIN THE RANGES SET FORTH
IN THIS FOOTNOTE.
|
|||
|
$55,679,077
d
Common
10% Holder
|
09/18/24 |
S
|
3,633 x $28.76 = $104,485.08 |
Footnotes
#1 INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.
#2 THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $28.25 TO $28.59,
INCLUSIVE. THE REPORTING PERSON UNDERTAKES TO PROVIDE TO UNIVEST FINANCIAL CORPORATION, ANY SECURITY HOLDER OF UNIVEST FINANCIAL CORPORATION, OR THE STAFF OF THE SECURITIES AND EXCHANGE COMMISSION, UPON REQUEST, FULL INFORMATION REGARDING THE NUMBER OF SHARES SOLD AT EACH SEPARATE PRICE WITHIN THE RANGES SET FORTH IN THIS FOOTNOTE.
#3 THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $28.275 TO $29.36, INCLUSIVE.
THE REPORTING PERSON UNDERTAKES TO PROVIDE TO UNIVEST FINANCIAL CORPORATION, ANY SECURITY HOLDER OF UNIVEST FINANCIAL CORPORATION, OR THE STAFF OF THE
SECURITIES AND EXCHANGE COMMISSION, UPON REQUEST, FULL INFORMATION REGARDING THE NUMBER OF SHARES SOLD AT EACH SEPARATE PRICE WITHIN THE RANGES SET FORTH
IN THIS FOOTNOTE.
|
|||
|
$59,312,077
d
Common
10% Holder
|
09/18/24 |
M
|
3,633 x $19.68 = $71,497.44 |
Footnotes
#1 INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.
#2 THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $28.25 TO $28.59,
INCLUSIVE. THE REPORTING PERSON UNDERTAKES TO PROVIDE TO UNIVEST FINANCIAL CORPORATION, ANY SECURITY HOLDER OF UNIVEST FINANCIAL CORPORATION, OR THE STAFF OF THE SECURITIES AND EXCHANGE COMMISSION, UPON REQUEST, FULL INFORMATION REGARDING THE NUMBER OF SHARES SOLD AT EACH SEPARATE PRICE WITHIN THE RANGES SET FORTH IN THIS FOOTNOTE.
#3 THE PRICE REPORTED IN COLUMN 4 IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $28.275 TO $29.36, INCLUSIVE.
THE REPORTING PERSON UNDERTAKES TO PROVIDE TO UNIVEST FINANCIAL CORPORATION, ANY SECURITY HOLDER OF UNIVEST FINANCIAL CORPORATION, OR THE STAFF OF THE
SECURITIES AND EXCHANGE COMMISSION, UPON REQUEST, FULL INFORMATION REGARDING THE NUMBER OF SHARES SOLD AT EACH SEPARATE PRICE WITHIN THE RANGES SET FORTH
IN THIS FOOTNOTE.
|
|||
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Statistics
Sample Size: 83 Transactions
Sale (S)
33,654 Shares
26.51%
Buy (P)
2,730 Shares
4.82%
Individuals
We summarize earnings call passages, compensations, insider transactions and other information for each individual to get the bigger picture:
- Aichele William S Director
- Beebe Joseph P Director
- Benning Todd S Director
- Cama Domenick A Director
- Connor Martin P. Director
- Keenan Suzanne Director
- Keim Michael S Senior EVP & COO
- Mccormick Patrick C SEVP & Chief Comm Bank Officer
- Monios Eleni S EVP & Chief Credit Officer
- Paquin Natalye Director
- Petro Thomas M Director
- Richardson Brian J Sr EVP & CFO
- Santana Megan D Sr EVP & Chief Risk Officer
- Schweitzer Jeffrey M Chairman, President & CEO
- Turner Michael L. Director
- Vazquez Anne Director
- Wonderling Robert C Director
- Zimmerman Charles H Director
Individuals
We summarize earnings call passages, compensations, insider transactions and other information for each individual to get the bigger picture:
- Aichele William S Director
- Beebe Joseph P Director
- Benning Todd S Director
- Cama Domenick A Director
- Connor Martin P. Director
- Keenan Suzanne Director
- Keim Michael S Senior EVP & COO
- Mccormick Patrick C SEVP & Chief Comm Bank Officer
- Monios Eleni S EVP & Chief Credit Officer
- Paquin Natalye Director
- Petro Thomas M Director
- Richardson Brian J Sr EVP & CFO
- Santana Megan D Sr EVP & Chief Risk Officer
- Schweitzer Jeffrey M Chairman, President & CEO
- Turner Michael L. Director
- Vazquez Anne Director
- Wonderling Robert C Director
- Zimmerman Charles H Director