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 Cap817.119 Million Shares Outstanding29.34 Million Avg Volume160.003 Thousand
1-Yr BETA vs S&P TR0.811 Current Ratio0.96 Quick Ratio0.96
View SEC Filings from UVSP instead.
Q3 2019 All Institutions Hedge Funds 1
To trade UVSP now:
Filers who had this stock in their top 10: 2 1 (0.1%)
13F Filers holding this stock: 137 21 (2.19%)
Aggregate 13F shares on 09/30/2019: 19.649 Million 3.308 Million
Aggregate 13F shares on 06/30/2019: 19.825 Million 3.763 Million
Percent change: -0.89% -12.10%
Funds creating new positions: 14 4
Funds Adding to an existing position: 55 5
Funds closing out their position: 14 1
Funds reducing their position: 35 10
1 hedge funds as identified by whalewisdom.com through public filings.

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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"

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

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
53,021 2019-09-13 6

AICHELE WILLIAM S

  • Director
144,626 2019-07-31 3

RICHARDSON BRIAN JASON EVP & CFO

  • Officer
5,238 2019-07-01 1

BALLOU ROGER H

  • Director
13,043 2019-06-24 2

MOYER K LEON

  • Director
83,591 2019-06-04 6

WONDERLING ROBERT C

  • Director
6,040 2019-05-09 3

BROBST DUANE J SR EVP & CHIEF CREDIT OFFICER

  • Officer
38,866 2019-03-15 4

KEIM MICHAEL S SENIOR EVP

  • Officer
31,917 2019-03-15 4

SANTANA MEGAN D EVP & CHIEF RISK OFFICER

  • Officer
  • GENERAL COUNSEL
4,276 2019-03-15 2

TURNER MICHAEL L.

  • Director
22,290 2019-01-31 2

ZIMMERMAN CHARLES H

  • Director
6,711 2019-01-31 2

MOYER GLENN E

  • Director
10,184 2019-01-31 2

BENNING TODD S

  • Director
35,237 2019-01-31 2

PETRO THOMAS M

  • Director
70,603 2019-01-31 2

PAQUIN NATALYE

  • Director
1,940 2019-01-31 2

CONNER ERIC W EXECUTIVE VICE PRESIDENT

  • Officer
9,661 2018-12-31 1

DEACON ROGER S SENIOR EVP AND CFO

  • Officer
70,576 2018-12-31 1

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
No current insider transactions
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