Data spanning the past 90 days through February 10, 2026 reveals that Univest Financial's three principal insider shareholders consist of Director William S Aichele (143.95K shares), Chairman And President & Ceo Jeffrey M Schweitzer (100.37K shares), Director K Leon Moyer (66.35K 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 | 52,031 | 03 Feb, 2026 | |
| Michael L. Turner | 32,504 | 03 Feb, 2026 | |
| Megan D Santana | Sr Evp & Chief Risk Officer | 32,011 | 15 Dec, 2025 |
| Natalye Paquin | 29,932 | 03 Feb, 2026 | |
| Brian J Richardson | Sr Evp & Cfo | 20,446 | 15 Dec, 2025 |
| Robert C Wonderling | 19,373 | 03 Feb, 2026 | |
| Charles H Zimmerman | 17,419 | 03 Feb, 2026 | |
| Glenn E Moyer | 17,391 | 02 Feb, 2023 | |
| Todd S Benning | 16,127 | 03 Feb, 2026 | |
| Suzanne Keenan | 16,075 | 03 Feb, 2026 | |
| Joseph P Beebe | 12,166 | 03 Feb, 2026 | |
| Roger H Ballou | 11,253 | 02 Feb, 2023 | |
| Patrick C Mccormick | Sevp & Chief Comm Bank Officer | 8,844 | 19 Mar, 2025 |
| Martin P. Connor | 8,076 | 03 Feb, 2026 | |
| Anne Vazquez | 8,016 | 03 Feb, 2026 | |
| 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 |
|---|---|---|---|---|---|---|---|---|
| 02 Feb, 2026 | Natalye Paquin | Common | A | 580 | $34.58 | 29,932 | D | P |
| 31 Jan, 2026 | Thomas M Petro | Common | A | 1,766 | $0.00 | 52,031 | D | M |
| 31 Jan, 2026 | Todd S Benning | Common | A | 1,766 | $0.00 | 16,127 | D | M |
| 31 Jan, 2026 | Natalye Paquin | Common | A | 1,766 | $0.00 | 29,352 | D | M |
| 31 Jan, 2026 | Martin P. Connor | Common | A | 1,766 | $0.00 | 8,076 | D | M |
| 31 Jan, 2026 | Michael L. Turner | Common | A | 1,766 | $0.00 | 32,504 | D | M |
| 31 Jan, 2026 | Charles H Zimmerman | Common | A | 1,766 | $0.00 | 17,419 | D | M |
| 31 Jan, 2026 | Robert C Wonderling | Common | A | 1,766 | $0.00 | 19,373 | D | M |
| 31 Jan, 2026 | Suzanne Keenan | Common | A | 1,766 | $0.00 | 16,075 | D | M |
| 31 Jan, 2026 | Joseph P Beebe | Common | A | 1,766 | $0.00 | 12,166 | D | M |
| 31 Jan, 2026 | Anne Vazquez | Common | A | 1,766 | $0.00 | 8,016 | D | M |
| 22 Dec, 2025 | Jeffrey M Schweitzer | Common | D | 200 | $33.97 | 100,370 | D | G |
| 12 Dec, 2025 | Jeffrey M Schweitzer | Common | D | 12,277 | $34.99 | 100,570 | D | S |
| 12 Dec, 2025 | Jeffrey M Schweitzer | Common | A | 12,277 | $28.15 | 112,847 | D | M |
| 12 Dec, 2025 | Michael S Keim | - | - | 68,053 | D | |||
| 12 Dec, 2025 | Michael S Keim | Common | A | 6,696 | $28.15 | 68,053 | D | M |
| 12 Dec, 2025 | Michael S Keim | - | - | 61,357 | D | |||
| 12 Dec, 2025 | Michael S Keim | Common | D | 6,696 | $34.07 | 61,357 | D | S |
| 12 Dec, 2025 | Megan D Santana | Common | A | 2,522 | $28.15 | 34,533 | D | M |
| 12 Dec, 2025 | Megan D Santana | Common | D | 2,522 | $35.45 | 32,011 | D | S |