UNIVEST FINANCIAL Corp — Insider Transactions
Form 4 filings by directors, officers, and 10%+ shareholders
SEC rules require corporate insiders — including directors, executive officers, and any shareholder owning more than 10% of a company's shares — to report changes in their ownership within two business days of a transaction. These disclosures are filed as Form 4. Open-market purchases (code P) are generally considered the most meaningful signal, as insiders are spending their own money.
| Insider | Title | Type | Shares | Price | Value | Owns After | Date |
|---|---|---|---|---|---|---|---|
| Paquin Natalye | — | Option Exercise | 1,162 | — | — | 21,054 | Jan 31, 2024 |
| Keenan Suzanne | — | Option Exercise | 1,162 | — | — | 13,019 | Jan 31, 2024 |
| Benning Todd S | — | Option Exercise | 1,162 | — | — | 13,071 | Jan 31, 2024 |
| AICHELE WILLIAM S | — | Option Exercise | 1,162 | — | — | 143,949 | Jan 31, 2024 |
| Beebe Joseph P | — | Option Exercise | 1,162 | — | — | 9,110 | Jan 31, 2024 |
| SCHWEITZER JEFFREY M | Chairman, President & CEO | Sale | 955 | $22.05 | $21,058 | 77,652 | Jan 30, 2024 |
| SCHWEITZER JEFFREY M | President & CEO | Sale | 1 | $18.46 | $13 | 77,652 | Nov 28, 2023 |
| AICHELE WILLIAM S | — | Gift | 2,000 | $17.64 | $35,280 | 142,787 | Nov 6, 2023 |
| Paquin Natalye | — | Purchase | 400 | $16.47 | $6,588 | 18,900 | Nov 1, 2023 |
| Paquin Natalye | — | Purchase | 760 | $19.45 | $14,782 | 18,127 | Jul 31, 2023 |
| Connor Martin P. | — | Purchase | 5,000 | $17.25 | $86,250 | 5,020 | May 9, 2023 |
| Paquin Natalye | — | Purchase | 837 | $20.26 | $16,958 | 17,289 | Apr 28, 2023 |
| SCHWEITZER JEFFREY M | President & CEO | Option Exercise | 14,161 | — | — | 83,270 | Mar 15, 2023 |
| SCHWEITZER JEFFREY M | President & CEO | Other | 142 | — | — | 83,412 | Mar 15, 2023 |
| Santana Megan D | Sr EVP & Chief Risk Officer | Option Exercise | 600 | — | — | 13,730 | Mar 15, 2023 |
| Richardson Brian J | Sr EVP & CFO | Tax Withholding | 1,838 | $24.88 | $45,729 | 12,023 | Mar 15, 2023 |
| McCormick Patrick C | EVP & Chief Credit Officer | Tax Withholding | 959 | $24.88 | $23,860 | 2,041 | Mar 15, 2023 |
| Keim Michael S | Senior EVP & COO | Option Exercise | 8,614 | — | — | 51,902 | Mar 15, 2023 |
| Benning Todd S | — | Sale | 27,500 | $28.00 | $770,000 | 11,909 | Feb 3, 2023 |
| Zimmerman Charles H | — | Option Exercise | 1,448 | — | — | 12,218 | Jan 31, 2023 |
| Wonderling Robert C | — | Option Exercise | 1,448 | — | — | 14,441 | Jan 31, 2023 |
| Turner Michael L. | — | Option Exercise | 1,448 | — | — | 27,157 | Jan 31, 2023 |
| PETRO THOMAS M | — | Option Exercise | 1,448 | — | — | 55,966 | Jan 31, 2023 |
| Paquin Natalye | — | Option Exercise | 1,448 | — | — | 16,404 | Jan 31, 2023 |
| MOYER GLENN E | — | Option Exercise | 1,448 | — | — | 17,391 | Jan 31, 2023 |
| Keenan Suzanne | — | Option Exercise | 1,448 | — | — | 11,857 | Jan 31, 2023 |
| Benning Todd S | — | Option Exercise | 1,448 | — | — | 39,409 | Jan 31, 2023 |
| Beebe Joseph P | — | Option Exercise | 1,448 | — | — | 7,948 | Jan 31, 2023 |
| BALLOU ROGER H | — | Option Exercise | 1,448 | — | — | 11,253 | Jan 31, 2023 |
| AICHELE WILLIAM S | — | Option Exercise | 1,448 | — | — | 144,786 | Jan 31, 2023 |
| Paquin Natalye | — | Purchase | 535 | $26.65 | $14,258 | 14,956 | Jan 27, 2023 |
| Wonderling Robert C | — | Purchase | 4,000 | $26.70 | $106,800 | 12,993 | Dec 12, 2022 |
| PETRO THOMAS M | — | Sale | 10,000 | $26.74 | $267,400 | 54,518 | Dec 9, 2022 |
| AICHELE WILLIAM S | — | Gift | 1,000 | $27.41 | $27,410 | 142,338 | Dec 2, 2022 |
| AICHELE WILLIAM S | — | Sale | 3,453 | $28.00 | $96,684 | 144,337 | Nov 21, 2022 |
| BALLOU ROGER H | — | Sale | 7,803 | $27.61 | $215,441 | — | Nov 9, 2022 |
| Paquin Natalye | — | Purchase | 518 | $27.79 | $14,395 | 14,384 | Nov 9, 2022 |
| Paquin Natalye | — | Purchase | 575 | $24.65 | $14,174 | 13,826 | Aug 2, 2022 |
| Paquin Natalye | — | Purchase | 620 | $25.39 | $15,742 | 13,210 | Apr 29, 2022 |
| SCHWEITZER JEFFREY M | President & CEO | Tax Withholding | 4,020 | $28.21 | $113,404 | 62,677 | Mar 15, 2022 |
| Santana Megan D | EVP & Chief Risk Officer | Option Exercise | 2,019 | — | — | 11,659 | Mar 15, 2022 |
| Richardson Brian J | Sr EVP & CFO | Other | 15 | — | — | 8,141 | Mar 15, 2022 |
| Keim Michael S | Senior EVP & COO | Option Exercise | 827 | — | — | 36,179 | Mar 15, 2022 |
| BROBST DUANE J | Sr EVP & Chief Credit Officer | Option Exercise | 329 | — | — | 52,472 | Mar 15, 2022 |
| BROBST DUANE J | Sr EVP & Chief Credit Officer | Option Exercise | 4,500 | $18.52 | $83,340 | 46,846 | Mar 11, 2022 |
| Benning Todd S | — | Option Exercise | 1,309 | — | — | 37,961 | Jan 31, 2022 |
| BALLOU ROGER H | — | Option Exercise | 1,309 | — | — | 14,257 | Jan 31, 2022 |
| Zimmerman Charles H | — | Option Exercise | 1,309 | — | — | 10,576 | Jan 31, 2022 |
| Wonderling Robert C | — | Option Exercise | 1,309 | — | — | 8,873 | Jan 31, 2022 |
| Turner Michael L. | — | Option Exercise | 1,309 | — | — | 25,476 | Jan 31, 2022 |