What Univest Financial Corp's executives and directors are doing with their own shares, from SEC Form 3/4/5 filings — separating what the filings state (awards, withholding, disclosed plans) from what only the pattern of dates shows.
| 3 months | 12 months | |
|---|---|---|
| Open-market buys | 0 | 3 |
| Sells | 2 | 11 |
| Total trades | 2 | 67 |
| 3 months | 12 months | |
|---|---|---|
| Acquired | 0 | 0 |
| Disposed | 0 | 0 |
| Net activity | +0 | +0 |
Common stock only — 67 reported trades in the last 12 months are in a security these totals do not cover.
View rich charts and dive into the patterns of specific insiders — who is accumulating, who is winding down, and which sale explanations the filings actually support.
| Insider | Relation | Date | Transaction | Shares | Price | Value | Shares held |
|---|---|---|---|---|---|---|---|
| Petro Thomas M | Director | Aug 24 | Open-market sale · S | −5,000 | $41.69 | −$208K | 47,239 |
| Turner Michael L. | Director | Aug 13 | Open-market sale · S | −8,000 | $43.04 | −$344K | 24,684 |
| Schweitzer Jeffrey M | Chairman, President & CEO | Jun 08 | Open-market sale · S | −13,933 | $40.91 | −$570K | 110,513 |
| Schweitzer Jeffrey M | Chairman, President & CEO | Jun 08 | Exercise / conversion · M | +13,933 | $28.50 | +$397K | 124,446 |
| Santana Megan D | Sr EVP & Chief Risk Officer | Jun 08 | Open-market sale · S | −2,787 | $40.83 | −$114K | 35,975 |
| Santana Megan D | Sr EVP & Chief Risk Officer | Jun 08 | Exercise / conversion · M | +2,787 | $28.50 | +$79.4K | 38,762 |
| Richardson Brian Jason | Sr EVP & CFO | Jun 08 | Open-market sale · S | −2,090 | $40.90 | −$85.5K | 24,228 |
| Richardson Brian Jason | Sr EVP & CFO | Jun 08 | Exercise / conversion · M | +2,090 | $28.50 | +$59.6K | 26,318 |
| Keim Michael S | Senior EVP & COO | May 05 | Open-market sale · S | −7,245 | $38.71 | −$280K | 66,979 |
| Keim Michael S | Senior EVP & COO | May 05 | Exercise / conversion · M | +7,245 | $28.50 | +$206K | 74,224 |
| Paquin Natalye | Director | Apr 27 | Open-market sale · S | −13,000 | $37.80 | −$491K | 17,004 |
| McCormick Patrick C | SEVP & Chief Comm Bank Officer | Mar 15 | Withheld — tax / exercise cost · F | −1,249 | $32.72 | −$40.9K | 13,023 |
| McCormick Patrick C | SEVP & Chief Comm Bank Officer | Mar 15 | Other Transaction · J | −760 | — | — | 14,272 |
| McCormick Patrick C | SEVP & Chief Comm Bank Officer | Mar 15 | Exercise / conversion · M | +3,422 | — | — | 15,032 |
| McCormick Patrick C | SEVP & Chief Comm Bank Officer | Mar 15 | Exercise / conversion · M | +511 | — | — | 11,610 |
| McCormick Patrick C | SEVP & Chief Comm Bank Officer | Mar 15 | Exercise / conversion · M | +716 | — | — | 11,099 |
| McCormick Patrick C | SEVP & Chief Comm Bank Officer | Mar 15 | Exercise / conversion · M | +489 | — | — | 10,383 |
| Monios Eleni S | EVP & Chief Credit Officer | Mar 15 | Withheld — tax / exercise cost · F | −444 | $32.72 | −$14.5K | 2,904 |
| Monios Eleni S | EVP & Chief Credit Officer | Mar 15 | Exercise / conversion · M | +372 | — | — | 3,348 |
| Monios Eleni S | EVP & Chief Credit Officer | Mar 15 | Exercise / conversion · M | +493 | — | — | 2,976 |
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