Univest Financial Corp insider trading
Every open-market purchase and sale by Univest Financial Corp's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
Does following Univest Financial Corp’s insiders pay?
From February 9, 2010 to August 24, 2026, 32 insiders reported 85 open-market purchases and 72 sales not made under a pre-set plan in Univest Financial Corp. Twelve months after each purchase was reported, the shares were −1.9% against the S&P 500 on average (median −6.2%), over 83 purchases with a full year of prices; 41% beat the index. After sales, the shares moved −3.2% against the index over 12 months (a negative figure means selling was the right call). Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on February 10, 2010 into $43,595 by November 2, 2026, +9.2% a year. It held shares 96% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $95,166 (+14.4% a year), and held throughout $94,959 (+14.4%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest report |
|---|---|---|---|---|---|---|---|
| Paquin Natalye | Director | 25 | +2.6% (23) | 57% | 1 | — | April 27, 2026 |
| Schweitzer Jeffrey M | Chairman, President & CEO | 3 | −8.0% (3) | 0% | 14 | +1.6% (12) | June 9, 2026 |
| Moyer K Leon | Vice Chairman | 4 | −7.2% (4) | 0% | 9 | −4.4% (9) | June 1, 2021 |
| Turner Michael L. | Director | 0 | — | — | 11 | +11.9% (10) | August 14, 2026 |
| Keim Michael S | Senior EVP & COO | 3 | −3.1% (3) | 33% | 6 | +1.5% (4) | May 7, 2026 |
| Schlosser Mark A | Director | 8 | −9.1% (8) | 25% | 1 | −26.4% (1) | December 13, 2016 |
| Petro Thomas M | Director | 1 | +12.5% (1) | 100% | 7 | −15.3% (6) | August 24, 2026 |
| Aichele William S | Director, Chairman, & CEO | 3 | −6.6% (3) | 0% | 4 | +1.6% (4) | November 22, 2022 |
| Moyer Glenn E | Director | 6 | +13.8% (6) | 67% | 0 | — | May 11, 2020 |
| Leidy Thomas | Director | 2 | −31.6% (2) | 0% | 3 | −21.2% (3) | May 6, 2010 |
| Zimmerman Charles H | Director | 5 | −4.5% (5) | 20% | 0 | — | February 14, 2020 |
| Ballou Roger H | Director | 0 | — | — | 4 | −12.9% (4) | November 10, 2022 |
| Hochstetler Kenneth D | Senior Executive VP | 4 | −7.2% (4) | 0% | 0 | — | February 7, 2014 |
| Wonderling Robert C | Director | 4 | −28.0% (4) | 0% | 0 | — | December 12, 2022 |
| Beebe Joseph P | Director | 2 | +3.2% (2) | 100% | 0 | — | February 26, 2021 |
| Benning Todd S | Director | 0 | — | — | 2 | −30.1% (2) | February 6, 2023 |
| Clemens Douglas C | Director | 2 | +9.3% (2) | 100% | 0 | — | October 7, 2011 |
| Deacon Roger S | Senior EVP and CFO | 0 | — | — | 2 | −23.9% (2) | December 13, 2016 |
| Delp R Lee | Director | 2 | −9.4% (2) | 50% | 0 | — | September 23, 2011 |
| Jackson Philip C. | President, Commercial Banking | 1 | −9.0% (1) | 0% | 1 | −0.3% (1) | November 8, 2016 |
| Norris Kevin Brian | Pres - Invest. & Wealth Mgmt | 2 | +1.4% (2) | 50% | 0 | — | February 16, 2017 |
| Richardson Brian J | Sr EVP & CFO | 0 | — | — | 2 | — | June 9, 2026 |
| Santana Megan D | Sr EVP & Chief Risk Officer | 0 | — | — | 2 | — | June 9, 2026 |
| Scannapieco Thomas | Director | 2 | −5.1% (2) | 50% | 0 | — | September 29, 2014 |
| Shelly P Gregory | Director | 2 | −2.4% (2) | 50% | 0 | — | December 7, 2012 |
| Connor Martin P. | Director | 1 | +16.4% (1) | 100% | 0 | — | May 10, 2023 |
| Keenan Suzanne | Director | 1 | +63.0% (1) | 100% | 0 | — | May 12, 2020 |
| Mininger H Ray | Director | 0 | — | — | 1 | +8.5% (1) | December 29, 2011 |
| Morral William G | Director | 0 | — | — | 1 | −11.9% (1) | May 1, 2017 |
| Tejkl Karen E | Senior VP, Compliance Officer | 0 | — | — | 1 | +38.7% (1) | December 17, 2015 |
| Vazquez Anne | Director | 1 | +3.5% (1) | 100% | 0 | — | March 19, 2025 |
| Zook Margaret K | Director | 1 | +0.2% (1) | 100% | 0 | — | July 16, 2012 |
When several insiders traded Univest Financial Corp
Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Univest Financial Corp in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 15 buying crowds with six months of prices, it averaged −5.9% against the index. After 3 selling crowds, −10.5%. One company's history is too short to judge by; the test across every company is the better guide.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| June 30, 2026 | 5 selling | −7.9% | not yet | not yet |
| December 31, 2025 | 4 selling | +11.2% | +25.9% | not yet |
| March 31, 2025 | 2 buying | −0.8% | −12.3% | +7.9% |
| May 31, 2023 | 2 buying | −5.8% | −0.3% | +0.2% |
| December 30, 2022 | 3 selling | −17.1% | −45.6% | −40.2% |
| February 26, 2021 | 2 buying | +4.6% | −9.8% | +3.8% |
| February 28, 2020 | 3 buying | −32.4% | −47.0% | −19.2% |
| December 31, 2018 | 2 buying | +1.5% | +2.8% | −3.1% |
| March 29, 2018 | 2 buying | −2.1% | −14.4% | −17.7% |
| November 30, 2016 | 5 selling | −11.1% | −11.9% | −21.4% |
| March 31, 2016 | 2 buying | +4.6% | +16.1% | +22.5% |
| September 30, 2014 | 3 buying | +3.4% | +3.1% | +7.6% |