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 35.4K · Sold 13.9K
Sold 5.0K
Granted 19.0K · Sold 7.2K
Granted 9.6K · Sold 2.8K
Granted 10.1K · Sold 2.1K
Sold 13.0K
Granted 5.1K
Granted 1.3K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Schweitzer Jeffrey MChairman, President & CEO, Director · 8 transactions | +5% | 211.1K | 35.4K | — | 13.9K |
| Petro Thomas MDirector · 1 transaction | -4.7% | 97.6K | — | — | 5.0K |
| Keim Michael SSenior EVP & COO · 8 transactions | +21% | 74.2K | 19.0K | — | 7.2K |
| Santana Megan DSr EVP & Chief Risk Officer, General Counsel · 8 transactions | +21.1% | 38.8K | 9.6K | — | 2.8K |
| Richardson Brian JSr EVP & CFO · 8 transactions | +18.5% | 24.2K | 10.1K | — | 2.1K |
| Paquin NatalyeDirector · 1 transaction | -43.2% | 17.0K | — | — | 13.0K |
| McCormick Patrick CSEVP & Chief Comm Bank Officer · 6 transactions | +52.2% | 15.0K | 5.1K | — | — |
| Monios Eleni SEVP & Chief Credit Officer · 4 transactions | +45.8% | 3.0K | 1.3K | — | — |
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 6 months: -44.1K shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.