Univest Financial Corporation (UVSP) Insider Trading
Over the last 3 months, UVSP insiders made 0 open-market buys and 5 sales, a net sale of -$1.5M (SEC Form 4). Over the last 6 months, 151 institutions increased and 114 reduced their position (13F).
Insider Activity
Sentiment
0/100
Buys (3m)
0
Sells (3m)
5
Net (3m)
-$1.5M
Insider trades by month Buys Sells
Nov
Dec
Feb
Apr
May
Jun
Context3-month price +22.7%Institutions accumulating (13F)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 9, 2026 | Santana Megan Dofficer, other: Sr EVP & Chief Risk Officer | Option | 2,787 | $28.50 |
| Jun 9, 2026 | Santana Megan Dofficer, other: Sr EVP & Chief Risk Officer | Sell | 2,787 | $40.83 |
| Jun 9, 2026 | Richardson Brian Jofficer: Sr EVP & CFO | Option | 2,090 | $28.50 |
| Jun 9, 2026 | SCHWEITZER JEFFREY Mdirector, officer: Chairman, President & CEO | Sell | 13,933 | $40.91 |
| Jun 9, 2026 | Richardson Brian Jofficer: Sr EVP & CFO | Sell | 2,090 | $40.90 |
| Jun 9, 2026 | SCHWEITZER JEFFREY Mdirector, officer: Chairman, President & CEO | Option | 13,933 | $28.50 |
| May 7, 2026 | Keim Michael Sofficer: Senior EVP & COO | Sell | 7,245 | $38.71 |
| May 7, 2026 | Keim Michael Sofficer: Senior EVP & COO | Option | 7,245 | $28.50 |
| Apr 27, 2026 | Paquin Natalyedirector | Sell | 13,000 | $37.80 |
| Mar 17, 2026 | SCHWEITZER JEFFREY Mdirector, officer: Chairman, President & CEO | Tax | 8,018 | $32.72 |
| Mar 17, 2026 | McCormick Patrick Cofficer: SEVP & Chief Comm Bank Officer | Option | 716 | — |
| Mar 17, 2026 | Santana Megan Dofficer, other: Sr EVP & Chief Risk Officer | Option | 661 | — |
| Mar 17, 2026 | Keim Michael Sofficer: Senior EVP & COO | Grant | 2,826 | — |
| Mar 17, 2026 | Monios Eleni Sofficer: EVP & Chief Credit Officer | Tax | 444 | $32.72 |
| Mar 17, 2026 | Monios Eleni Sofficer: EVP & Chief Credit Officer | Option | 372 | — |
| Mar 17, 2026 | Monios Eleni Sofficer: EVP & Chief Credit Officer | Option | 442 | — |
| Mar 17, 2026 | Richardson Brian Jofficer: Sr EVP & CFO | Tax | 2,973 | $32.72 |
| Mar 17, 2026 | SCHWEITZER JEFFREY Mdirector, officer: Chairman, President & CEO | Option | 2,106 | — |
| Mar 17, 2026 | McCormick Patrick Cofficer: SEVP & Chief Comm Bank Officer | Option | 511 | — |
| Mar 17, 2026 | Santana Megan Dofficer, other: Sr EVP & Chief Risk Officer | Option | 863 | — |
| Mar 17, 2026 | SCHWEITZER JEFFREY Mdirector, officer: Chairman, President & CEO | Option | 14,740 | — |
| Mar 17, 2026 | Richardson Brian Jofficer: Sr EVP & CFO | Option | 722 | — |
| Mar 17, 2026 | Keim Michael Sofficer: Senior EVP & COO | Option | 8,046 | — |
| Mar 17, 2026 | SCHWEITZER JEFFREY Mdirector, officer: Chairman, President & CEO | Option | 2,679 | — |
| Mar 17, 2026 | SCHWEITZER JEFFREY Mdirector, officer: Chairman, President & CEO | Grant | 5,067 | — |
| Mar 17, 2026 | Santana Megan Dofficer, other: Sr EVP & Chief Risk Officer | Grant | 1,692 | — |
| Mar 17, 2026 | Richardson Brian Jofficer: Sr EVP & CFO | Option | 5,444 | — |
| Mar 17, 2026 | Monios Eleni Sofficer: EVP & Chief Credit Officer | Grant | 1,011 | — |
| Mar 17, 2026 | McCormick Patrick Cofficer: SEVP & Chief Comm Bank Officer | Option | 489 | — |
| Mar 17, 2026 | Santana Megan Dofficer, other: Sr EVP & Chief Risk Officer | Option | 4,620 | — |
Source: UVSP SEC Form 4 filings, latest Jun 9, 2026. For informational purposes only — not investment advice.
Institutional activity (13F)
How institutions changed their UVSP positions over the last 6 months (SEC Form 13F).
Increased
151
New positions
55
Reduced
114
Sold out
25
Largest moves
| Institution | Action | Shares | Filed |
|---|---|---|---|
| BLACKROCK, INC. | Increased | 3.1M | May 13, 2026 |
| BLACKROCK, INC. | Increased | 3.1M | Feb 12, 2026 |
| FMR LLC | Reduced | 2.6M | Feb 17, 2026 |
| FMR LLC | Reduced | 1.9M | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | Increased | 1.9M | May 7, 2026 |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 1.9M | Feb 12, 2026 |
| VANGUARD GROUP INC | Reduced | 1.7M | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | New Position | 1.2M | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Reduced | 1.2M | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Reduced | 1.1M | May 15, 2026 |
| STATE STREET CORP | Increased | 934K | May 15, 2026 |
| STATE STREET CORP | Reduced | 858K | Feb 13, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | Reduced | 856K | Feb 6, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | Reduced | 842K | Apr 24, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 791K | May 15, 2026 |
Source: SEC Form 13F filings. For informational purposes only — not investment advice.