Univest Financial Corp (UVSP)

FINANCE: BANKS
SIC: STATE COMMERCIAL BANKS

14 NORTH MAIN STREET SOUDERTON, PA 18964

Conducts a general commercial banking business through wholly owned Univest National Bank and Trust Co., providing banking and trust services through 36 branches in Montgomery and Bucks counties, PA. Also provides banking and trust services for several retirement home communities.

Data based on most recent fiscal year report
Market Cap784.578 Million Shares Outstanding29.33 Million Avg Volume124.117 Thousand
1-Yr BETA vs S&P TR0.921 Current Ratio1.0 Quick Ratio1.0
View SEC Filings from UVSP instead.

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Funds Holding UVSP (via 13F filings)

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*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding UVSP BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

800 total shares from 2 transactions

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

SCHWEITZER JEFFREY M PRESIDENT & CEO

  • Officer
  • Director
50,259 2020-02-19 5

BROBST DUANE J SR EVP & CHIEF CREDIT OFFICER

  • Officer
38,568 2020-02-15 3

KEIM MICHAEL S SENIOR EVP

  • Officer
30,833 2020-02-15 3

SANTANA MEGAN D EVP & CHIEF RISK OFFICER

  • Officer
  • GENERAL COUNSEL
4,799 2020-02-15 3

ZIMMERMAN CHARLES H

  • Director
7,611 2020-02-12 3

MOYER K LEON

  • Director
82,705 2020-01-31 4

AICHELE WILLIAM S

  • Director
144,641 2020-01-31 3

TURNER MICHAEL L.

  • Director
22,426 2020-01-31 2

MOYER GLENN E

  • Director
10,284 2020-01-31 2

BALLOU ROGER H

  • Director
41,354 2020-01-31 2

BENNING TODD S

  • Director
35,268 2020-01-31 2

PETRO THOMAS M

  • Director
70,669 2020-01-31 2

PAQUIN NATALYE

  • Director
2,647 2020-01-31 3

WONDERLING ROBERT C

  • Director
6,064 2020-01-31 3

KEENAN SUZANNE

  • Director
5,500 2020-01-31 2

RICHARDSON BRIAN JASON EVP & CFO

  • Officer
5,247 2019-12-31 2

CONNER ERIC W EXECUTIVE VICE PRESIDENT

  • Officer
9,661 2018-12-31 0

DEACON ROGER S SENIOR EVP AND CFO

  • Officer
70,576 2018-12-31 0

DELP R LEE

  • Director
No longer subject to file 2018-10-01 0

MORRAL WILLIAM G

  • Director
No longer subject to file 2018-10-01 0

SCHLOSSER MARK A

  • Director
No longer subject to file 2018-04-17 0

NORRIS KEVIN BRIAN PRES - INVEST. & WEALTH MGMT

  • Officer
21,526 2017-12-31 0

SHELLY P GREGORY

  • Director
No longer subject to file 2017-12-01 0

CLEMENS DOUGLAS C

  • Director
15,675 2017-07-26 0

ZOOK MARGARET K

  • Director
No longer subject to file 2017-05-01 0

LIDDLE MARY E SVP & CONTROLLER

  • Officer
6,437 2017-02-14 0

JACKSON PHILIP C. PRESIDENT, COMMERCIAL BANKING

  • Officer
27,712 2016-12-31 0

TEJKL KAREN E SENIOR VP, COMPLIANCE OFFICER

  • Officer
1,152 2016-01-31 0

SCANNAPIECO THOMAS

  • Director
59,728 2016-01-31 0

GOLDSTEIN JAY R. PRESIDENT, COMMERCIAL BANKING

  • Officer
271,344 2016-01-31 0

LEWIS H PAUL

  • Director
21,994 2015-01-31 0

HOCHSTETLER KENNETH D SENIOR EXECUTIVE VP

  • Officer
97,474 2014-02-15 0

MININGER H RAY

  • Director
40,047 2012-09-24 0

ANDERS MARVIN A

  • Director
187,590 2010-12-31 0

LEIDY THOMAS

  • Director
No longer subject to file 2010-12-31 0

DAVIS MARC B

  • ATTORNEY
16,780 2010-12-31 0

YOUNG JOHN U

  • Director
No longer subject to file 2010-12-31 0

HOEFLICH CHARLES H

  • Director
217,377 2010-12-31 0

NORMAN L KELLER

  • Director
81,076 2008-12-31 0

MOYER MERRILL S

  • Director
133,845 2008-12-31 0

SWARTLEY RICHARD R EXECUTIVE VICE PRESIDENT

  • Officer
36,610 2008-01-31 0

BIELER WALLACE H SENIOR EXECUTIVE VP & CFO

  • Officer
48,039 2007-12-31 0

BERGEY JAMES L

  • Director
No longer subject to file 2007-12-31 0

Insider Transactions Last 60 Days

Reporting Owners Transaction Date Transaction Code Shares Share Price Acquired or Disposed Shares Owned Following Transaction Combined shares owned after filing Direct/Indirect Ownership 10b-5

SCHWEITZER JEFFREY M - Director - Officer PRESIDENT & CEO

2020-02-19 F 146 $25.57 d 50,259 50,259.30 direct

SANTANA MEGAN D - Officer EVP & CHIEF RISK OFFICER GENERAL COUNSEL

2020-02-15 F 354 $25.70 d 4,799 4,799.26 direct

KEIM MICHAEL S - Officer SENIOR EVP

2020-02-15 D 951 d 31,758 30,833.18 direct

BROBST DUANE J - Officer SR EVP & CHIEF CREDIT OFFICER

2020-02-15 F 543 $25.70 d 38,568 38,567.91 direct

SANTANA MEGAN D - Officer EVP & CHIEF RISK OFFICER GENERAL COUNSEL

2020-02-15 D 358 d 5,153 4,799.26 direct

SCHWEITZER JEFFREY M - Director - Officer PRESIDENT & CEO

2020-02-15 F 1,579 $25.70 d 50,405 50,405.30 direct

BROBST DUANE J - Officer SR EVP & CHIEF CREDIT OFFICER

2020-02-15 D 546 d 39,111 38,567.91 direct

KEIM MICHAEL S - Officer SENIOR EVP

2020-02-15 F 925 $25.70 d 30,833 30,833.18 direct

SCHWEITZER JEFFREY M - Director - Officer PRESIDENT & CEO

2020-02-15 D 1,744 d 51,984 50,405.30 direct

ZIMMERMAN CHARLES H - Director

2020-02-12 P 500 $25.63 a 7,311 7,610.77 direct

ZIMMERMAN CHARLES H - Director

2020-02-12 P 300 $25.63 a 7,611 7,610.77 direct

AICHELE WILLIAM S - Director

2020-01-31 A 1,309 a 1,309 144,641.33 direct

ZIMMERMAN CHARLES H - Director

2020-01-31 A 1,309 a 1,309 6,810.77 direct

TURNER MICHAEL L. - Director

2020-01-31 A 1,309 a 1,309 22,426.20 direct

PAQUIN NATALYE - Director

2020-01-31 A 1,309 a 1,309 2,647.08 direct

BENNING TODD S - Director

2020-01-31 A 1,309 a 1,309 35,267.89 direct

BALLOU ROGER H - Director

2020-01-31 A 1,309 a 1,309 41,354.25 direct

MOYER GLENN E - Director

2020-01-31 A 1,309 a 1,309 10,283.82 direct

KEENAN SUZANNE - Director

2020-01-31 A 1,309 a 1,309 5,500.00 direct

WONDERLING ROBERT C - Director

2020-01-31 A 1,309 a 1,309 6,063.81 direct

PETRO THOMAS M - Director

2020-01-31 A 1,309 a 1,309 70,669.25 direct

MOYER K LEON - Director

2020-01-31 A 1,309 a 1,309 82,705.43 direct

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