Univest Financial Corporation
A Pennsylvania bank holding company offering banking, wealth management, and insurance across Southeastern Pennsylvania through its Univest Bank and Trust Co. subsidiary. It also operates Girard-branded wealth services, Univest Insurance, and an equipment financing arm, serving individuals, businesses, municipalities, and nonprofits. True to its community-banking roots, it competes on local decision-making and personal service rather than size, with nearly all of its financial centers in the Philadelphia region.
Granted 104.8K · Sold 49.8K
Granted 1.2K
Granted 4.2K · Sold 14.0K
Granted 53.5K · Sold 23.4K
Granted 22.5K · Sold 5.3K
Granted 4.2K
Granted 4.2K
Granted 23.6K · Sold 3.6K
Granted 4.2K
Granted 4.2K
Granted 4.2K · Bought 6.9K · Sold 13.0K
Granted 4.2K
Granted 12.8K
Granted 4.2K
Granted 3.1K
Granted 1.8K · Bought 1.3K
Granted 3.8K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Schweitzer Jeffrey MChairman, President & CEO, Director · 45 transactions | — | 211.1K | 104.8K | — | 49.8K |
| Aichele William SDirector · 2 transactions | -0.6% | 143.9Kas of Jan 2024 | 1.2K | — | — |
| Petro Thomas MDirector · 6 transactions | -11.7% | 97.6K | 4.2K | — | 14.0K |
| Keim Michael SSenior EVP & COO · 40 transactions | +43% | 74.2K | 53.5K | — | 23.4K |
| Santana Megan DSr EVP & Chief Risk Officer, General Counsel · 22 transactions | +182.3% | 38.8K | 22.5K | — | 5.3K |
| Keenan SuzanneDirector · 3 transactions | +28.7% | 36.4K | 4.2K | — | — |
| Turner Michael L.Director · 3 transactions | +19.7% | 32.5K | 4.2K | — | — |
| Richardson Brian JSr EVP & CFO · 23 transactions | +101.5% | 24.2K | 23.6K | — | 3.6K |
| Wonderling Robert CDirector · 3 transactions | +34.2% | 19.4K | 4.2K | — | — |
| Zimmerman Charles HDirector · 3 transactions | +42.6% | 17.4K | 4.2K | — | — |
| Paquin NatalyeDirector · 18 transactions | -6.2% | 17.0K | 4.2K | 6.9K | 13.0K |
| Benning Todd SDirector · 3 transactions | +35.4% | 16.1K | 4.2K | — | — |
| McCormick Patrick CSEVP & Chief Comm Bank Officer · 13 transactions | +636.5% | 15.0K | 12.8K | — | — |
| Beebe Joseph PDirector · 3 transactions | +53.1% | 12.2K | 4.2K | — | — |
| Connor Martin P.Director · 2 transactions | +60.9% | 8.1K | 3.1K | — | — |
| Vazquez AnneDirector · 2 transactions | — | 8.0K | 1.8K | 1.3K | — |
| Monios Eleni SEVP & Chief Credit Officer · 11 transactions | — | 3.0K | 3.8K | — | — |
Select a row to see that insider’s individual transactions. Sum of the holdings confirmed in the 12 months before this insider's last filing. A Form 4 reports a holding per line — held directly, or through a named trust, partnership or foundation, and in each share class separately — never a person’s total. Lines not restated in that time are left out and shown apart: an active filer restates what they still hold, so a line they did not restate is more often an entity since renamed, whose shares a successor line reports too. An amber marker means some were left out.
Net open-market activity over the last 3 years: -100.9K shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.