Univest Financial Corp. is a holding company, which engages in the provision of financial solutions for individuals, businesses, municipalities, and non-profit organizations. It operates through the following segments: Banking, Wealth Management, and Insurance. The Banking segment provides financial services to individuals, businesses, municipalities and non-profit organizations. The Wealth Management segment offers investment advisory, financial planning, trust, and brokerage services. The Insurance segment is involved in insurance brokerage agency offering commercial property and casualty insurance, employee benefit solutions, personal insurance lines, and human resources consulting. The company was founded in 1973 and is headquartered in Souderton, PA. |  |
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| Insider Trading |
Relationship |
Date |
Transaction |
Cost |
#Shares |
Value ($) |
#Shares Total |
SEC Form 4 |
| SCHWEITZER JEFFREY M | Chairman, President & CEO | Dec 12 '25 | Option Exercise | 28.15 | 12,277 | 345,598 | 112,847 | Dec 15 03:57 PM | | SCHWEITZER JEFFREY M | Chairman, President & CEO | Dec 12 '25 | Sale | 34.99 | 12,277 | 429,521 | 100,570 | Dec 15 03:57 PM | | Keim Michael S | Senior EVP & COO | Dec 12 '25 | Option Exercise | 28.15 | 6,696 | 188,492 | 68,053 | Dec 15 03:54 PM | | Keim Michael S | Senior EVP & COO | Dec 12 '25 | Sale | 34.07 | 6,696 | 228,137 | 61,357 | Dec 15 03:54 PM | | Santana Megan D | Sr EVP & Chief Risk Officer | Dec 12 '25 | Option Exercise | 28.15 | 2,522 | 70,994 | 34,533 | Dec 15 03:51 PM | | Santana Megan D | Sr EVP & Chief Risk Officer | Dec 12 '25 | Sale | 35.45 | 2,522 | 89,405 | 32,011 | Dec 15 03:51 PM | | Richardson Brian J | Sr EVP & CFO | Dec 12 '25 | Option Exercise | 28.15 | 1,500 | 42,225 | 21,946 | Dec 15 03:48 PM | | Richardson Brian J | Sr EVP & CFO | Dec 12 '25 | Sale | 34.45 | 1,500 | 51,675 | 20,446 | Dec 15 03:48 PM | | MEGAN D. SANTANA | Officer | Dec 12 '25 | Proposed Sale | 35.45 | 2,522 | 89,405 | | Dec 12 04:08 PM | | MICHAEL S. KEIM | Officer | Dec 12 '25 | Proposed Sale | 35.07 | 6,696 | 234,833 | | Dec 12 04:06 PM | | JEFFREY M. SCHWEITZER | Officer | Dec 12 '25 | Proposed Sale | 34.99 | 12,277 | 429,521 | | Dec 12 04:04 PM | | BRIAN J. RICHARDSON | Officer | Dec 12 '25 | Proposed Sale | 35.45 | 1,500 | 53,175 | | Dec 12 04:01 PM | | Paquin Natalye | Director | Nov 10 '25 | Buy | 29.81 | 655 | 19,525 | 27,515 | Nov 10 01:45 PM | | PETRO THOMAS M | Director | Aug 27 '25 | Sale | 31.75 | 9,000 | 285,750 | 50,193 | Aug 28 09:49 AM | | Paquin Natalye | Director | Aug 04 '25 | Buy | 28.23 | 682 | 19,249 | 26,788 | Aug 04 02:58 PM | | Paquin Natalye | Director | Apr 25 '25 | Buy | 28.81 | 730 | 21,032 | 26,029 | Apr 25 02:32 PM | | Vazquez Anne | Director | Mar 19 '25 | Buy | 28.63 | 1,250 | 35,788 | 6,250 | Mar 19 03:39 PM | | Monios Eleni S | EVP & Chief Credit Officer | Mar 15 '25 | Option Exercise | 0.00 | 1,512 | 0 | 2,541 | Mar 19 03:38 PM | | McCormick Patrick C | SEVP & Chief Comm Bank Officer | Mar 15 '25 | Option Exercise | 0.00 | 4,205 | 0 | 10,822 | Mar 19 03:37 PM | | Santana Megan D | Sr EVP & Chief Risk Officer | Mar 15 '25 | Option Exercise | 0.00 | 5,991 | 0 | 32,868 | Mar 19 03:35 PM | | Richardson Brian J | Sr EVP & CFO | Mar 15 '25 | Option Exercise | 0.00 | 7,030 | 0 | 23,403 | Mar 19 03:34 PM | | SCHWEITZER JEFFREY M | Chairman, President & CEO | Mar 15 '25 | Option Exercise | 0.00 | 17,972 | 0 | 108,159 | Mar 19 03:32 PM | | Keim Michael S | Senior EVP & COO | Mar 15 '25 | Option Exercise | 0.00 | 9,738 | 0 | 65,417 | Mar 19 03:30 PM | | Zimmerman Charles H | Director | Jan 31 '25 | Option Exercise | 0.00 | 1,290 | 0 | 15,334 | Feb 04 10:51 AM | | Wonderling Robert C | Director | Jan 31 '25 | Option Exercise | 0.00 | 1,290 | 0 | 17,364 | Feb 04 10:50 AM | | Turner Michael L. | Director | Jan 31 '25 | Option Exercise | 0.00 | 1,290 | 0 | 30,378 | Feb 04 10:48 AM | | PETRO THOMAS M | Director | Jan 31 '25 | Option Exercise | 0.00 | 1,290 | 0 | 58,984 | Feb 04 10:46 AM | | Paquin Natalye | Director | Jan 31 '25 | Option Exercise | 0.00 | 1,290 | 0 | 24,626 | Feb 04 10:44 AM | | Paquin Natalye | Director | Feb 03 '25 | Buy | 30.19 | 618 | 18,657 | 25,244 | Feb 04 10:44 AM | | Keenan Suzanne | Director | Jan 31 '25 | Option Exercise | 0.00 | 1,290 | 0 | 14,309 | Feb 04 10:31 AM | | Connor Martin P. | Director | Jan 31 '25 | Option Exercise | 0.00 | 1,290 | 0 | 6,310 | Feb 04 10:26 AM | | Benning Todd S | Director | Jan 31 '25 | Option Exercise | 0.00 | 1,290 | 0 | 14,361 | Feb 04 10:19 AM | | Beebe Joseph P | Director | Jan 31 '25 | Option Exercise | 0.00 | 1,290 | 0 | 10,400 | Feb 04 10:16 AM |
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