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 243.2K · Bought 6.3K · Sold 61.6K
Granted 4.0K · Bought 4.6K
Granted 163.2K · Bought 23.3K · Sold 18.0K
Granted 4.3K
Granted 7.0K · Bought 204.11
Bought 9.5K · Sold 12.0K
Granted 10.4K · Bought 10.0K · Sold 151.1K
Granted 3.0K · Bought 33.5K
Granted 112.0K · Bought 5.4K · Sold 23.4K
Granted 115.5K · Bought 17.4K · Sold 24.6K
Granted 5.3K · Sold 19.3K
Granted 5.0K · Bought 2.7K · Sold 12.5K
Granted 54.5K · Bought 715 · Sold 0.46
Granted 36.9K · Bought 10.6K
Granted 8.2K
Granted 35.7K · Sold 5.3K
Granted 7.0K · Bought 6.6K
Bought 1.1K · Sold 4.1K
Granted 12.4K · Sold 31.3K
Granted 5.0K · Bought 15.0K · Sold 14.9K
Bought 333
Granted 6.1K · Sold 45.6K
Granted 22.8K · Bought 1.8K · Sold 10.0K
Bought 1.2K
Granted 33.4K · Sold 3.6K
Granted 2.5K · Bought 3.5K
Granted 9.4K · Bought 9.0K
Bought 156.94
Granted 4.5K · Bought 346
Granted 11.4K · Bought 4.8K · Sold 500
Granted 7.1K · Bought 9.5K
Granted 10.2K · Bought 18.4K · Sold 13.0K
Granted 5.0K · Bought 3.5K
Granted 10.4K · Sold 45.1K
Granted 4.0K · Bought 8.4K
Granted 15.8K
Granted 13.5K · Bought 69
Granted 5.7K · Bought 6.5K
Granted 2.0K · Bought 4.2K
Granted 20.9K
Granted 3.1K · Bought 5.0K
Granted 1.8K · Bought 1.3K
Granted 4.0K · Bought 1.2K
Granted 3.8K
Granted 3.0K · Sold 3.0K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Hoeflich Charles HDirector · 2 transactions | — | 217.4Kas of Jan 2011 | — | — | — |
| Schweitzer Jeffrey MChairman, President & CEO, Director · 165 transactions | — | 211.1K | 243.2K | 6.3K | 61.6K |
| Shelly P GregoryDirector · 13 transactions | — | 162.0Kas of Dec 2017 | 4.0K | 4.6K | — |
| Aichele William SDirector · 93 transactions | — | 143.9Kas of Jan 2024 | 163.2K | 23.3K | 18.0K |
| Goldstein Jay R.President, Commercial Banking · 2 transactions | — | 135.7Kas of Feb 2016 | 4.3K | — | — |
| Moyer Merrill SDirector · 6 transactions | — | 133.8Kas of Feb 2009 | — | — | — |
| Anders Marvin ADirector · 13 transactions | — | 111.0Kas of Feb 2012 | 7.0K | 204.11 | — |
| Leidy ThomasDirector · 32 transactions | — | 106.1Kas of Feb 2011 | — | 9.5K | 12.0K |
| Petro Thomas MDirector · 26 transactions | — | 97.6K | 10.4K | 10.0K | 151.1K |
| Scannapieco ThomasDirector · 11 transactions | — | 93.2Kas of Feb 2016 | 3.0K | 33.5K | — |
| Keim Michael SSenior EVP & COO · 108 transactions | — | 74.2K | 112.0K | 5.4K | 23.4K |
| Moyer K LeonDirector · 131 transactions | — | 73.3Kas of Jun 2021 | 115.5K | 17.4K | 24.6K |
| Deacon Roger SSenior EVP and CFO · 10 transactions | — | 70.6Kas of Jan 2019 | 5.3K | — | 19.3K |
| Morral William GDirector · 30 transactions | — | 66.6Kas of Oct 2018 | 5.0K | 2.7K | 12.5K |
| Brobst Duane JSr EVP & Chief Credit Officer · 75 transactions | — | 52.5Kas of Mar 2022 | 54.5K | 715 | 0.46 |
| Hochstetler Kenneth DSenior Executive VP · 39 transactions | — | 48.7Kas of Feb 2014 | 36.9K | 10.6K | — |
| Bieler Wallace HSenior Executive VP & CFO · 5 transactions | — | 48.0Kas of Feb 2008 | 8.2K | — | — |
| Santana Megan DSr EVP & Chief Risk Officer, General Counsel · 43 transactions | — | 38.8K | 35.7K | — | 5.3K |
| Keenan SuzanneDirector · 9 transactions | — | 36.4K | 7.0K | 6.6K | — |
| Mininger H RayDirector · 10 transactions | — | 32.9Kas of Jan 2013 | — | 1.1K | 4.1K |
| Turner Michael L.Director · 57 transactions | — | 32.5K | 12.4K | — | 31.3K |
| Schlosser Mark ADirector · 37 transactions | — | 32.0Kas of Apr 2018 | 5.0K | 15.0K | 14.9K |
| Bergey James LDirector · 4 transactions | — | 29.2Kas of Feb 2008 | — | 333 | — |
| Ballou Roger HDirector · 12 transactions | — | 28.8Kas of Jan 2023 | 6.1K | — | 45.6K |
| Jackson Philip C.President, Commercial Banking · 23 transactions | — | 27.7Kas of Jan 2017 | 22.8K | 1.8K | 10.0K |
| Young John UDirector · 10 transactions | — | 25.2Kas of Jan 2011 | — | 1.2K | — |
| Richardson Brian JSr EVP & CFO · 42 transactions | — | 24.2K | 33.4K | — | 3.6K |
| Norris Kevin BrianPres - Invest. & Wealth Mgmt · 4 transactions | — | 21.5Kas of Jan 2018 | 2.5K | 3.5K | — |
| Wonderling Robert CDirector · 11 transactions | — | 19.4K | 9.4K | 9.0K | — |
| Davis Marc BAttorney · 1 transaction | — | 18.3Kas of Jan 2014 | — | 156.94 | — |
| Swartley Richard RExecutive Vice President · 3 transactions | — | 18.3Kas of Feb 2008 | 4.5K | 346 | — |
| Zimmerman Charles HDirector · 25 transactions | — | 17.4K | 11.4K | 4.8K | 500 |
| Moyer Glenn EDirector · 14 transactions | — | 17.4Kas of Jan 2023 | 7.1K | 9.5K | — |
| Paquin NatalyeDirector · 43 transactions | — | 17.0K | 10.2K | 18.4K | 13.0K |
| Delp R LeeDirector · 15 transactions | — | 16.7Kas of Oct 2018 | 5.0K | 3.5K | — |
| Benning Todd SDirector · 12 transactions | — | 16.1K | 10.4K | — | 45.1K |
| Clemens Douglas CDirector · 14 transactions | — | 15.7Kas of Jul 2017 | 4.0K | 8.4K | — |
| McCormick Patrick CSEVP & Chief Comm Bank Officer · 15 transactions | — | 15.0K | 15.8K | — | — |
| Liddle Mary ESVP & Controller · 33 transactions | — | 12.7Kas of Feb 2017 | 13.5K | 69 | — |
| Beebe Joseph PDirector · 6 transactions | — | 12.2K | 5.7K | 6.5K | — |
| Lewis H PaulDirector · 11 transactions | — | 11.0Kas of Feb 2015 | 2.0K | 4.2K | — |
| Conner Eric WExecutive Vice President · 40 transactions | — | 9.7Kas of Jan 2019 | 20.9K | — | — |
| Connor Martin P.Director · 3 transactions | — | 8.1K | 3.1K | 5.0K | — |
| Vazquez AnneDirector · 2 transactions | — | 8.0K | 1.8K | 1.3K | — |
| Zook Margaret KDirector · 14 transactions | — | 6.3Kas of May 2017 | 4.0K | 1.2K | — |
| Monios Eleni SEVP & Chief Credit Officer · 11 transactions | — | 3.0K | 3.8K | — | — |
| Tejkl Karen ESenior VP, Compliance Officer · 4 transactions | — | 1.2Kas of Feb 2016 | 3.0K | — | 3.0K |
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 all recorded history: -272.7K shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.