Univest Financial UVSP Insider Ownership

NASDAQ UVSP
$42.15 -0.33 (-0.78%)
At close: Sep 21, 2026 · 4:00 PM EDT

Insider Holdings by Owner

666.24K Shares

Insider Ownership Statistics

as of 30 Sep, 2026
Insider Ownership
2.40%
-0.045% pp QoQ
Shares Held by Insiders
666.25K
filed for Sep 2026
-1.86% QoQ
Shares Outstanding
27.74Mn
27,742,000 shares
Direct Holdings
666.25K
Indirect: 0
Net Shares Traded (QoQ)
-12.61K
net selling in Sep 2026
Insiders Holding Shares
20
with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding
Latest
Average ownership
Peak ownership

Shares Purchased/Sold by Insiders

Bought Sold
Latest quarter
Net over range
Buying quarters

Insider Ownership Summary

Quarter ending 30 Sep, 2026

UVSP's three largest insider shareholders as of September 17, 2026 are William S Aichele (Director, Chairman, Ceo, 143.95K shares), Jeffrey M Schweitzer (Chairman, President Ceo, 110.51K shares), Michael S Keim (Senior Evp Coo, 66.98K shares).

Form 4 Holdings

Insiders Holding UVSP

Insiders 20
Shares held 666.24K
Of outstanding 2.40%
# Insider Position Direct Indirect Total Share of Insiders Last Filed
1 William S Aichele Director, Chairman, Ceo 143,949 0 143,949 21.6% 02 Feb, 2024
2 Jeffrey M Schweitzer Chairman, President Ceo 110,513 0 110,513 16.6% 09 Jun, 2026
3 Michael S Keim Senior Evp Coo 66,979 0 66,979 10.1% 07 May, 2026
4 Duane J Brobst Sr Evp Chief Credit Officer 53,851 0 53,851 8.1% 17 Mar, 2022
5 Thomas M Petro Director 47,239 0 47,239 7.1% 24 Aug, 2026
6 Megan D Santana Sr Evp Chief Risk Officer 35,975 0 35,975 5.4% 09 Jun, 2026
7 Michael L. Turner Director 24,684 0 24,684 3.7% 14 Aug, 2026
8 Brian J Richardson Sr Evp Cfo 24,228 0 24,228 3.6% 09 Jun, 2026
9 Robert C Wonderling Director 19,373 0 19,373 2.9% 03 Feb, 2026
10 Charles H Zimmerman Director 17,419 0 17,419 2.6% 03 Feb, 2026
11 Glenn E Moyer Director 17,391 0 17,391 2.6% 02 Feb, 2023
12 Natalye Paquin Director 17,004 0 17,004 2.6% 27 Apr, 2026
13 Todd S Benning Director 16,127 0 16,127 2.4% 03 Feb, 2026
14 Suzanne Keenan Director 16,075 0 16,075 2.4% 03 Feb, 2026
15 Patrick C Mccormick Sevp Chief Comm Bank Officer 13,023 0 13,023 2.0% 17 Mar, 2026
16 Joseph P Beebe Director 12,166 0 12,166 1.8% 03 Feb, 2026
17 Roger H Ballou Director 11,253 0 11,253 1.7% 02 Feb, 2023
18 Martin P. Connor Director 8,076 0 8,076 1.2% 03 Feb, 2026
19 Anne Vazquez Director 8,016 0 8,016 1.2% 03 Feb, 2026
20 Eleni S Monios Evp Chief Credit Officer 2,904 0 2,904 0.4% 17 Mar, 2026

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

1,745 Insider Transactions

Source SEC Form 4
Latest quarter Sep 2026
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
24 Aug, 2026 Thomas M Petro Director Disposed S 5,000 $41.69 $208.45K 47,239 Direct
13 Aug, 2026 Michael L. Turner Director Disposed S 8,000 $43.04 $344.28K 24,684 Direct
08 Jun, 2026 Jeffrey M Schweitzer Chairman, President Ceo Acquired M 13,933 $28.50 $397.09K 124,446 Direct
08 Jun, 2026 Brian J Richardson Sr Evp Cfo Acquired M 2,090 $28.50 $59.57K 26,318 Direct
08 Jun, 2026 Megan D Santana Sr Evp Chief Risk Officer Acquired M 2,787 $28.50 $79.43K 38,762 Direct
08 Jun, 2026 Megan D Santana Sr Evp Chief Risk Officer Disposed S 2,787 $40.83 $113.80K 35,975 Direct
08 Jun, 2026 Brian J Richardson Sr Evp Cfo Disposed S 2,090 $40.90 $85.49K 24,228 Direct
08 Jun, 2026 Jeffrey M Schweitzer Chairman, President Ceo Disposed S 13,933 $40.91 $570.01K 110,513 Direct
08 Jun, 2026 Brian J Richardson Sr Evp Cfo Disposed M 2,090 $0.00 $0 0 Direct
08 Jun, 2026 Megan D Santana Sr Evp Chief Risk Officer Disposed M 2,787 $0.00 $0 0 Direct
08 Jun, 2026 Jeffrey M Schweitzer Chairman, President Ceo Disposed M 13,933 $0.00 $0 0 Direct
05 May, 2026 Michael S Keim Senior Evp Coo Acquired M 7,245 $28.50 $206.48K 74,224 Direct
05 May, 2026 Michael S Keim Senior Evp Coo Disposed S 7,245 $38.71 $280.43K 66,979 Direct
05 May, 2026 Michael S Keim Senior Evp Coo Disposed M 7,245 $0.00 $0 0 Direct
27 Apr, 2026 Natalye Paquin Director Disposed S 13,000 $37.80 $491.40K 17,004 Direct
15 Mar, 2026 Jeffrey M Schweitzer Chairman, President Ceo Acquired M 2,106 $0.00 $0 102,476 Direct
15 Mar, 2026 Michael S Keim Senior Evp Coo Acquired M 1,150 $0.00 $0 62,507 Direct
15 Mar, 2026 Megan D Santana Sr Evp Chief Risk Officer Acquired M 661 $0.00 $0 32,875 Direct
15 Mar, 2026 Brian J Richardson Sr Evp Cfo Acquired M 778 $0.00 $0 21,224 Direct
15 Mar, 2026 Patrick C Mccormick Sevp Chief Comm Bank Officer Acquired M 489 $0.00 $0 10,383 Direct