Data spanning the past 90 days through December 31, 2025 reveals that UNIVEST FINANCIAL's three principal insider shareholders consist of Chairman And President & Ceo Jeffrey M Schweitzer (100.37K shares), Senior Evp & Coo Michael S Keim (61.36K shares), Director Thomas M Petro (50.19K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| William S Aichele | 143,949 | 02 Feb, 2024 | |
| Jeffrey M Schweitzer | Chairman And President & Ceo | 100,370 | 29 Dec, 2025 |
| K Leon Moyer | 66,347 | 01 Jun, 2021 | |
| Michael S Keim | Senior Evp & Coo | 61,357 | 15 Dec, 2025 |
| Duane J Brobst | Sr Evp & Chief Credit Officer | 53,851 | 17 Mar, 2022 |
| Thomas M Petro | 50,193 | 28 Aug, 2025 | |
| Megan D Santana | Sr Evp & Chief Risk Officer | 32,011 | 15 Dec, 2025 |
| Michael L. Turner | 30,378 | 04 Feb, 2025 | |
| Natalye Paquin | 27,515 | 10 Nov, 2025 | |
| Brian J Richardson | Sr Evp & Cfo | 20,446 | 15 Dec, 2025 |
| Glenn E Moyer | 17,391 | 02 Feb, 2023 | |
| Robert C Wonderling | 17,364 | 04 Feb, 2025 | |
| Charles H Zimmerman | 15,334 | 04 Feb, 2025 | |
| Todd S Benning | 14,361 | 04 Feb, 2025 | |
| Suzanne Keenan | 14,309 | 04 Feb, 2025 | |
| Roger H Ballou | 11,253 | 02 Feb, 2023 | |
| Joseph P Beebe | 10,400 | 04 Feb, 2025 | |
| Patrick C Mccormick | Sevp & Chief Comm Bank Officer | 8,844 | 19 Mar, 2025 |
| Martin P. Connor | 6,310 | 04 Feb, 2025 | |
| Anne Vazquez | 6,250 | 19 Mar, 2025 | |
| Eleni S Monios | Evp & Chief Credit Officer | 2,041 | 19 Mar, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 22 Dec, 2025 | Jeffrey M Schweitzer | Common | D | 200 | $33.97 | 100,370 | D | G |
| 12 Dec, 2025 | Brian J Richardson | Common | A | 1,500 | $28.15 | 21,946 | D | M |
| 12 Dec, 2025 | Michael S Keim | Common | A | 6,696 | $28.15 | 68,053 | D | M |
| 12 Dec, 2025 | Jeffrey M Schweitzer | Common | A | 12,277 | $28.15 | 112,847 | D | M |
| 12 Dec, 2025 | Megan D Santana | Common | A | 2,522 | $28.15 | 34,533 | D | M |
| 12 Dec, 2025 | Brian J Richardson | Common | D | 1,500 | $34.45 | 20,446 | D | S |
| 12 Dec, 2025 | Megan D Santana | Common | D | 2,522 | $35.45 | 32,011 | D | S |
| 12 Dec, 2025 | Jeffrey M Schweitzer | Common | D | 12,277 | $34.99 | 100,570 | D | S |
| 12 Dec, 2025 | Michael S Keim | Common | D | 6,696 | $34.07 | 61,357 | D | S |
| 10 Nov, 2025 | Natalye Paquin | Common | A | 200 | $29.83 | 27,060 | D | P |
| 10 Nov, 2025 | Natalye Paquin | Common | A | 455 | $29.80 | 27,515 | D | P |
| 27 Aug, 2025 | Thomas M Petro | Common | D | 4,000 | $31.75 | 55,193 | D | S |
| 27 Aug, 2025 | Thomas M Petro | - | - | 55,193 | D | |||
| 27 Aug, 2025 | Thomas M Petro | Common | D | 5,000 | $31.75 | 50,193 | D | S |
| 27 Aug, 2025 | Thomas M Petro | - | - | 50,193 | D | |||
| 04 Aug, 2025 | Natalye Paquin | Common | A | 682 | $28.22 | 26,788 | D | P |
| 25 Apr, 2025 | Natalye Paquin | Common | A | 730 | $28.81 | 26,029 | D | P |
| 19 Mar, 2025 | Anne Vazquez | - | - | 6,250 | D | |||
| 19 Mar, 2025 | Anne Vazquez | Common | A | 1,250 | $28.63 | 6,250 | D | P |
| 15 Mar, 2025 | Jeffrey M Schweitzer | Common | A | 1,649 | $0.00 | 91,836 | D | M |