Univest Financial UVSP Insider Ownership

NASDAQ UVSP

$41.02 -0.23 (-0.56%)

At close: Oct 19, 2026 · 4:00 PM EDT

Insider Holdings by Owner

666.24K Shares

Insider Ownership Statistics

as of 30 Sep, 2026

Insider Ownership

1.60%

▼-0.045% pp QoQ

Shares Held by Insiders

442.80K

filed for Sep 2026

▼-2.77% QoQ

Shares Outstanding

27.74Mn

27,742,000 shares

Direct Holdings

439.80K

Indirect: 3.00K

Net Shares Traded (QoQ)

-12.61K

net selling in Sep 2026

Insiders Holding Shares

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

Updated Oct 10, 2026

Over the past year, UVSP insiders bought $39,581 of stock (1.24K shares) and sold $2.89 million (75.05K shares) on the open market.

Counted by insider, open-market buying of UVSP stock in the past 12 months came from one insider and selling from 7 insiders.
Among Univest Financial's insiders, Natalye Paquin (Director) was the largest open-market buyer over the past 12 months, purchasing $39,581 of stock (1.24K shares), most recently on February 2, 2026.
On the selling side, Jeffrey M. Schweitzer (Chairman, President & CEO) was the top open-market seller of Univest Financial over the past 12 months, with $999,535 sold (26.21K shares) and the latest sale on June 8, 2026.
The latest open-market trade on record is a sale of 5K shares for $208,450 by Thomas M. Petro (Director) on August 24, 2026.
Outside the open market, Univest Financial insiders acquired 105.18K shares through option exercises and conversions, gave up 19.53K shares to cover taxes or exercise prices and gave away 200 shares as gifts over the past 12 months.
Business Quant data shows Univest Financial insiders holding 442.8K shares in total in their latest Form 4 filings, down 2.77% from 455.41K shares at the end of Q2 2026.
Direct holdings account for 439.8K shares (99.32%) of UVSP's insider total, and indirect holdings through trusts, partnerships and family members for 3K shares (0.68%).
Per Business Quant, 16 insiders of UVSP hold shares, counting officers, directors and 10% owners who have filed a Form 4 in the past two years.
Univest Financial's top three insider holders by shares held are Jeffrey M. Schweitzer (Chairman, President & CEO, 110.51K shares), Michael S. Keim (Senior EVP & COO, 66.98K shares) and Thomas M. Petro (Director, 47.24K shares).
The holding of Jeffrey M. Schweitzer makes up 24.96% of all shares held by Univest Financial insiders.
Institutions owned 81.76% of UVSP shares as of Q2 2026; insiders' latest Form 4 filings account for about 1.60%, leaving roughly 16.64% with other investors, including the public.
In the past year, 17 insiders of Univest Financial submitted 30 Form 4 filings reporting trades, awards or other transactions.
These insider figures for Univest Financial are based on Form 4 filings through August 24, 2026.

Form 4 Holdings

Insiders Holding UVSP

Insiders 20

Shares held 666.24K

Of outstanding 2.40%

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

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

Showing 1 to 20 of 1,745 transactions