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 137.3K · Sold 49.8K
Granted 11.7K · Sold 7.8K
Granted 7.0K · Sold 29.0K
Granted 73.5K · Sold 23.4K
Granted 14.3K · Sold 0.46
Granted 31.6K · Sold 5.3K
Granted 7.0K
Granted 7.0K
Granted 2.8K · Sold 24.6K
Granted 32.4K · Sold 3.6K
Granted 7.0K · Bought 4.0K
Granted 7.0K
Granted 2.8K
Granted 7.0K · Bought 11.7K · Sold 13.0K
Granted 7.0K · Sold 27.5K
Granted 15.8K
Granted 5.7K
Granted 3.1K · Bought 5.0K
Granted 1.8K · Bought 1.3K
Granted 3.8K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Schweitzer Jeffrey MChairman, President & CEO, Director · 57 transactions | — | 211.1K | 137.3K | — | 49.8K |
| Aichele William SDirector · 9 transactions | +0.6% | 143.9Kas of Jan 2024 | 11.7K | — | 7.8K |
| Petro Thomas MDirector · 12 transactions | — | 97.6K | 7.0K | — | 29.0K |
| Keim Michael SSenior EVP & COO · 53 transactions | +131.9% | 74.2K | 73.5K | — | 23.4K |
| Brobst Duane JSr EVP & Chief Credit Officer · 11 transactions | +33.1% | 52.5Kas of Mar 2022 | 14.3K | — | 0.46 |
| Santana Megan DSr EVP & Chief Risk Officer, General Counsel · 32 transactions | +432.8% | 38.8K | 31.6K | — | 5.3K |
| Keenan SuzanneDirector · 5 transactions | — | 36.4K | 7.0K | — | — |
| Turner Michael L.Director · 5 transactions | +35.5% | 32.5K | 7.0K | — | — |
| Ballou Roger HDirector · 6 transactions | -53.2% | 28.8Kas of Jan 2023 | 2.8K | — | 24.6K |
| Richardson Brian JSr EVP & CFO · 35 transactions | +360.5% | 24.2K | 32.4K | — | 3.6K |
| Wonderling Robert CDirector · 6 transactions | +158.6% | 19.4K | 7.0K | 4.0K | — |
| Zimmerman Charles HDirector · 5 transactions | +90.9% | 17.4K | 7.0K | — | — |
| Moyer Glenn EDirector · 2 transactions | +21.6% | 17.4Kas of Jan 2023 | 2.8K | — | — |
| Paquin NatalyeDirector · 29 transactions | +65.4% | 17.0K | 7.0K | 11.7K | 13.0K |
| Benning Todd SDirector · 6 transactions | -56% | 16.1K | 7.0K | — | 27.5K |
| McCormick Patrick CSEVP & Chief Comm Bank Officer · 15 transactions | — | 15.0K | 15.8K | — | — |
| Beebe Joseph PDirector · 4 transactions | +87.2% | 12.2K | 5.7K | — | — |
| Connor Martin P.Director · 3 transactions | — | 8.1K | 3.1K | 5.0K | — |
| 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 5 years: -162.0K shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.