UVSP · Insider Trading
Univest Financial Corporation Common Stock
Every open-market purchase and sale reported by UVSP officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.
| Filed | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-24 | Thomas M Petro | Director | Sell | −5,000 | −$208.45K |
| 2026-08-14 | Michael L. Turner | Director | Sell | −8,000 | −$344.28K |
| 2026-06-09 | Jeffrey M Schweitzer | Chairman, President & CEO | MIXED | — | −$172.92K |
| 2026-06-09 | Brian J Richardson | Sr EVP & CFO | MIXED | — | −$25.92K |
| 2026-06-09 | Megan D Santana | Sr EVP & Chief Risk Officer | MIXED | — | −$34.37K |
| 2026-05-07 | Michael S Keim | Senior EVP & COO | MIXED | — | −$73.94K |
| 2026-04-27 | Natalye Paquin | Director | Sell | −13,000 | −$491.40K |
| 2026-03-17 | Eleni S Monios | EVP & Chief Credit Officer | MIXED | +863 | −$14.53K |
| 2026-03-17 | Megan D Santana | Sr EVP & Chief Risk Officer | MIXED | +3,240 | −$81.77K |
| 2026-03-17 | Brian J Richardson | Sr EVP & CFO | MIXED | +3,782 | −$97.28K |
| 2026-03-17 | Jeffrey M Schweitzer | Chairman, President & CEO | MIXED | +10,143 | −$262.35K |
| 2026-03-17 | Michael S Keim | Senior EVP & COO | MIXED | +5,622 | −$142.27K |
| 2026-03-17 | Patrick C McCormick | SEVP & Chief Comm Bank Officer | MIXED | +3,129 | −$40.87K |
| 2026-02-03 | Thomas M Petro | Director | M | +1,766 | — |
| 2026-02-03 | Domenick A Cama | Director | A | +1,283 deriv. | — |
| 2026-02-03 | Suzanne Keenan | Director | M | +1,766 | — |
| 2026-02-03 | Charles H Zimmerman | Director | M | +1,766 | — |
| 2026-02-03 | Todd S Benning | Director | M | +1,766 | — |
| 2026-02-03 | Joseph P Beebe | Director | M | +1,766 | — |
| 2026-02-03 | Anne Vazquez | Director | M | +1,766 | — |
| 2026-02-03 | Natalye Paquin | Director | MIXED | +2,346 | +$20.06K |
| 2026-02-03 | Martin P. Connor | Director | M | +1,766 | — |
| 2026-02-03 | Robert C Wonderling | Director | M | +1,766 | — |
| 2026-02-03 | Michael L. Turner | Director | M | +1,766 | — |
| 2025-12-29 | Jeffrey M Schweitzer | Chairman, President & CEO | G | −200 | −$6.79K |
| 2025-12-15 | Michael S Keim | Senior EVP & COO | MIXED | — | −$39.65K |
| 2025-12-15 | Brian J Richardson | Sr EVP & CFO | MIXED | — | −$9.45K |
| 2025-12-15 | Megan D Santana | Sr EVP & Chief Risk Officer | MIXED | — | −$18.41K |
| 2025-12-15 | Jeffrey M Schweitzer | Chairman, President & CEO | MIXED | — | −$83.92K |
| 2025-11-10 | Natalye Paquin | Director | Buy | +655 | +$19.52K |
| 2025-08-28 | Thomas M Petro | Director | Sell | −9,000 | −$285.75K |
| 2025-08-04 | Natalye Paquin | Director | Buy | +682 | +$19.25K |
| 2025-04-25 | Natalye Paquin | Director | Buy | +730 | +$21.03K |
| 2025-03-19 | Anne Vazquez | Director | Buy | +1,250 | +$35.79K |
| 2025-03-19 | Jeffrey M Schweitzer | Chairman, President & CEO | MIXED | +10,383 | −$232.01K |
| 2025-03-19 | Michael S Keim | Senior EVP & COO | MIXED | +5,678 | −$124.16K |
| 2025-03-19 | Eleni S Monios | EVP & Chief Credit Officer | MIXED | +1,012 | −$14.13K |
| 2025-03-19 | Brian J Richardson | Sr EVP & CFO | MIXED | +4,073 | −$90.52K |
| 2025-03-19 | Patrick C McCormick | SEVP & Chief Comm Bank Officer | MIXED | +2,227 | −$55.92K |
| 2025-03-19 | Megan D Santana | Sr EVP & Chief Risk Officer | MIXED | +3,501 | −$76.30K |
| 2025-02-04 | Domenick A Cama | Director | A | +1,399 deriv. | — |
| 2025-02-04 | Michael L. Turner | Director | M | +1,290 | — |
| 2025-02-04 | Anne Vazquez | Director | A | — | — |
| 2025-02-04 | Natalye Paquin | Director | MIXED | +1,908 | +$18.66K |
| 2025-02-04 | Thomas M Petro | Director | M | +1,290 | — |
| 2025-02-04 | Suzanne Keenan | Director | M | +1,290 | — |
| 2025-02-04 | Joseph P Beebe | Director | M | +1,290 | — |
| 2025-02-04 | Martin P. Connor | Director | M | +1,290 | — |
| 2025-02-04 | Charles H Zimmerman | Director | M | +1,290 | — |
| 2025-02-04 | Todd S Benning | Director | M | +1,290 | — |
| Insider | Role | Shares Held | Value |
|---|---|---|---|
| Jeffrey M Schweitzer | Chairman, President & CEO | 110,614 | $4.62M |
| Michael S Keim | Senior EVP & COO | 74,224 | $3.10M |
| Thomas M Petro | Director | 47,282 | $1.97M |
| Megan D Santana | Sr EVP & Chief Risk Officer | 35,975 | $1.50M |
| Michael L. Turner | Director | 24,684 | $1.03M |
| Brian J Richardson | Sr EVP & CFO | 24,228 | $1.01M |
| Robert C Wonderling | Director | 19,372 | $808.42K |
| Suzanne Keenan | Director | 19,075 | $796.00K |
| Charles H Zimmerman | Director | 17,418 | $726.89K |
| Natalye Paquin | Director | 17,004 | $709.59K |
| Todd S Benning | Director | 16,126 | $672.98K |
| Patrick C McCormick | SEVP & Chief Comm Bank Officer | 13,023 | $543.45K |
| Joseph P Beebe | Director | 12,166 | $507.69K |
| Martin P. Connor | Director | 8,076 | $337.01K |
| Anne Vazquez | Director | 8,016 | $334.51K |
| Eleni S Monios | EVP & Chief Credit Officer | 2,483 | $103.62K |
Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.
Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.
Full filing history and per-insider positions are on the UVSP quote page; the site-wide leaderboard is on the insider transactions hub.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.