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 includes banking services such as deposit taking, loan origination and servicing, mortgage banking, and equipment lease financing. 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 |
Paquin Natalye | Director | Nov 01 '24 | Buy | 28.10 | 565 | 15,876 | 23,281 | Nov 04 11:01 AM | Keim Michael S | Senior EVP & COO | Sep 18 '24 | Option Exercise | 19.68 | 3,633 | 71,497 | 59,312 | Sep 19 11:23 AM | Keim Michael S | Senior EVP & COO | Sep 17 '24 | Option Exercise | 19.68 | 1,902 | 37,431 | 57,581 | Sep 19 11:23 AM | Keim Michael S | Senior EVP & COO | Sep 18 '24 | Sale | 28.76 | 3,633 | 104,481 | 55,679 | Sep 19 11:23 AM | Keim Michael S | Senior EVP & COO | Sep 17 '24 | Sale | 28.43 | 1,902 | 54,068 | 55,679 | Sep 19 11:23 AM | SCHWEITZER JEFFREY M | Chairman, President & CEO | Sep 18 '24 | Option Exercise | 19.68 | 4,541 | 89,367 | 94,728 | Sep 19 11:18 AM | SCHWEITZER JEFFREY M | Chairman, President & CEO | Sep 17 '24 | Option Exercise | 19.68 | 3,961 | 77,952 | 94,148 | Sep 19 11:18 AM | SCHWEITZER JEFFREY M | Chairman, President & CEO | Sep 18 '24 | Sale | 28.75 | 4,541 | 130,568 | 90,187 | Sep 19 11:18 AM | SCHWEITZER JEFFREY M | Chairman, President & CEO | Sep 17 '24 | Sale | 28.42 | 3,961 | 112,570 | 90,187 | Sep 19 11:18 AM | JEFFREY SCHWEITZER | Officer | Sep 18 '24 | Proposed Sale | 28.75 | 4,541 | 130,567 | | Sep 18 05:25 PM | MICHAEL KEIM | Officer | Sep 18 '24 | Proposed Sale | 28.76 | 3,633 | 104,481 | | Sep 18 05:23 PM | MICHAEL KEIM | Officer | Sep 17 '24 | Proposed Sale | 28.43 | 1,902 | 54,068 | | Sep 17 04:55 PM | JEFFREY SCHWEITZER | Officer | Sep 17 '24 | Proposed Sale | 28.42 | 3,961 | 112,570 | | Sep 17 04:50 PM | Keim Michael S | Senior EVP & COO | Sep 04 '24 | Option Exercise | 19.68 | 400 | 7,872 | 56,079 | Sep 06 11:00 AM | Keim Michael S | Senior EVP & COO | Sep 04 '24 | Sale | 28.50 | 400 | 11,400 | 55,679 | Sep 06 11:00 AM | SCHWEITZER JEFFREY M | Chairman, President & CEO | Sep 04 '24 | Option Exercise | 19.68 | 400 | 7,872 | 90,587 | Sep 06 10:56 AM | SCHWEITZER JEFFREY M | Chairman, President & CEO | Sep 05 '24 | Option Exercise | 19.68 | 200 | 3,936 | 90,387 | Sep 06 10:56 AM | SCHWEITZER JEFFREY M | Chairman, President & CEO | Sep 04 '24 | Sale | 28.50 | 400 | 11,400 | 90,187 | Sep 06 10:56 AM | SCHWEITZER JEFFREY M | Chairman, President & CEO | Sep 05 '24 | Sale | 28.26 | 200 | 5,652 | 90,187 | Sep 06 10:56 AM | JEFFREY SCHWEITZER | Officer | Sep 05 '24 | Proposed Sale | 28.26 | 200 | 5,652 | | Sep 05 04:53 PM | JEFFREY SCHWEITZER | Officer | Sep 04 '24 | Proposed Sale | 28.50 | 400 | 11,400 | | Sep 04 06:32 PM | MICHAEL KEIM | Officer | Sep 04 '24 | Proposed Sale | 28.50 | 400 | 11,400 | | Sep 04 06:32 PM | Keim Michael S | Senior EVP & COO | Sep 03 '24 | Option Exercise | 19.68 | 800 | 15,744 | 56,479 | Sep 04 10:54 AM | Keim Michael S | Senior EVP & COO | Aug 30 '24 | Option Exercise | 19.68 | 400 | 7,872 | 56,079 | Sep 04 10:54 AM | Keim Michael S | Senior EVP & COO | Sep 03 '24 | Sale | 28.51 | 800 | 22,810 | 55,679 | Sep 04 10:54 AM | Keim Michael S | Senior EVP & COO | Aug 30 '24 | Sale | 28.54 | 400 | 11,418 | 55,679 | Sep 04 10:54 AM | SCHWEITZER JEFFREY M | Chairman, President & CEO | Sep 03 '24 | Option Exercise | 19.68 | 1,200 | 23,616 | 91,387 | Sep 04 10:53 AM | SCHWEITZER JEFFREY M | Chairman, President & CEO | Aug 30 '24 | Option Exercise | 19.68 | 547 | 10,765 | 90,734 | Sep 04 10:53 AM | SCHWEITZER JEFFREY M | Chairman, President & CEO | Sep 03 '24 | Sale | 28.50 | 1,200 | 34,206 | 90,187 | Sep 04 10:53 AM | SCHWEITZER JEFFREY M | Chairman, President & CEO | Aug 30 '24 | Sale | 28.53 | 547 | 15,607 | 90,187 | Sep 04 10:53 AM | JEFFREY SCHWEITZER | Officer | Sep 03 '24 | Proposed Sale | 28.50 | 1,200 | 34,206 | | Sep 03 04:55 PM | JEFFREY SCHWEITZER | Officer | Aug 30 '24 | Proposed Sale | 28.53 | 547 | 15,607 | | Aug 30 04:40 PM | Keim Michael S | Senior EVP & COO | Aug 26 '24 | Option Exercise | 19.68 | 295 | 5,806 | 55,974 | Aug 28 02:11 PM | Keim Michael S | Senior EVP & COO | Aug 26 '24 | Sale | 28.59 | 295 | 8,434 | 55,679 | Aug 28 02:11 PM | SCHWEITZER JEFFREY M | Chairman, President & CEO | Aug 26 '24 | Option Exercise | 19.68 | 2,773 | 54,573 | 92,960 | Aug 28 02:07 PM | SCHWEITZER JEFFREY M | Chairman, President & CEO | Aug 26 '24 | Sale | 28.56 | 2,773 | 79,204 | 90,187 | Aug 28 02:07 PM | JEFFREY SCHWEITZER | Officer | Aug 26 '24 | Proposed Sale | 28.56 | 2,773 | 79,204 | | Aug 26 04:41 PM | Paquin Natalye | Director | Jul 26 '24 | Buy | 28.93 | 580 | 16,779 | 22,651 | Jul 26 01:58 PM | Keim Michael S | Senior EVP & COO | May 16 '24 | Option Exercise | 18.52 | 1,141 | 21,131 | 56,820 | May 16 04:08 PM | Keim Michael S | Senior EVP & COO | May 15 '24 | Option Exercise | 18.52 | 859 | 15,909 | 56,538 | May 16 04:08 PM | Keim Michael S | Senior EVP & COO | May 16 '24 | Sale | 22.75 | 1,141 | 25,958 | 55,679 | May 16 04:08 PM | Keim Michael S | Senior EVP & COO | May 15 '24 | Sale | 22.77 | 859 | 19,555 | 55,679 | May 16 04:08 PM | SCHWEITZER JEFFREY M | Chairman, President & CEO | May 09 '24 | Option Exercise | 18.52 | 9,000 | 166,680 | 99,187 | May 13 08:57 AM | SCHWEITZER JEFFREY M | Chairman, President & CEO | May 09 '24 | Sale | 22.55 | 9,000 | 202,967 | 90,187 | May 13 08:57 AM | Paquin Natalye | Director | May 07 '24 | Buy | 22.29 | 860 | 19,169 | 21,997 | May 07 12:10 PM | Richardson Brian J | Sr EVP & CFO | Mar 15 '24 | Option Exercise | 0.00 | 4,978 | 0 | 17,363 | Mar 19 03:13 PM | McCormick Patrick C | SEVP & Chief Comm Bank Officer | Mar 15 '24 | Option Exercise | 0.00 | 3,489 | 0 | 6,608 | Mar 19 03:09 PM | Monios Eleni S | EVP & Chief Credit Officer | Mar 15 '24 | Option Exercise | 0.00 | 1,019 | 0 | 1,391 | Mar 19 03:06 PM | Santana Megan D | Sr EVP & Chief Risk Officer | Mar 15 '24 | Option Exercise | 0.00 | 4,471 | 0 | 25,733 | Mar 19 03:04 PM | Keim Michael S | Senior EVP & COO | Mar 15 '24 | Option Exercise | 0.00 | 8,652 | 0 | 57,309 | Mar 19 03:02 PM | SCHWEITZER JEFFREY M | Chairman, President & CEO | Mar 15 '24 | Option Exercise | 0.00 | 15,577 | 0 | 93,229 | Mar 19 02:58 PM | Richardson Brian J | Sr EVP & CFO | Mar 08 '24 | Sale | 20.24 | 1 | 13 | 12,385 | Mar 11 12:55 PM | Zimmerman Charles H | Director | Jan 31 '24 | Option Exercise | 0.00 | 1,162 | 0 | 13,715 | Feb 02 04:57 PM | Wonderling Robert C | Director | Jan 31 '24 | Option Exercise | 0.00 | 1,162 | 0 | 15,834 | Feb 02 04:56 PM | Turner Michael L. | Director | Jan 31 '24 | Option Exercise | 0.00 | 1,162 | 0 | 28,711 | Feb 02 04:54 PM | PETRO THOMAS M | Director | Jan 31 '24 | Option Exercise | 0.00 | 1,162 | 0 | 57,411 | Feb 02 04:51 PM | Paquin Natalye | Director | Jan 31 '24 | Option Exercise | 0.00 | 1,162 | 0 | 21,054 | Feb 02 04:49 PM | Keenan Suzanne | Director | Jan 31 '24 | Option Exercise | 0.00 | 1,162 | 0 | 13,019 | Feb 02 04:47 PM | Benning Todd S | Director | Jan 31 '24 | Option Exercise | 0.00 | 1,162 | 0 | 13,071 | Feb 02 04:45 PM | AICHELE WILLIAM S | Director | Jan 31 '24 | Option Exercise | 0.00 | 1,162 | 0 | 143,949 | Feb 02 04:43 PM | Beebe Joseph P | Director | Jan 31 '24 | Option Exercise | 0.00 | 1,162 | 0 | 9,110 | Feb 02 04:42 PM | SCHWEITZER JEFFREY M | Chairman, President & CEO | Jan 30 '24 | Option Exercise | 18.75 | 955 | 17,906 | 78,607 | Feb 01 01:57 PM | SCHWEITZER JEFFREY M | Chairman, President & CEO | Jan 30 '24 | Sale | 22.05 | 955 | 21,053 | 77,652 | Feb 01 01:57 PM | Paquin Natalye | Director | Feb 01 '24 | Buy | 20.96 | 725 | 15,193 | 19,892 | Feb 01 01:55 PM |
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