| Member | Buys | Sells | Est. net | Last move |
|---|---|---|---|---|
| Jefferson Shreve IN06 | 1 | −$32.5K | Sold May 12, 25 |
| Traded | Member | Owner | Type | Amount | Filed | Report |
|---|---|---|---|---|---|---|
| May 12, 25 | Jefferson Shreve IN06 | Self | Sell | $15,001 - $50,000 | Jun 22, 25 (41d) |
From the House's STOCK Act reports (Senate not included). Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Date | Insider | Transaction | Shares | Value |
|---|---|---|---|---|
| Aug 23, 2026 | Petro Thomas MDirector | Sale at price 41.69 per share. | 5K | $208.45K |
| Aug 12, 2026 | Turner Michael LDirector | Sale at price 43.04 per share. | 8K | $344.28K |
| Jun 7, 2026 | Schweitzer Jeffrey MChief Executive Officer | Sale at price 40.91 per share. | 13.9K | $570.01K |
| Jun 7, 2026 | Schweitzer Jeffrey MChief Executive Officer | Conversion of Exercise of derivative security at price 28.50 per share. | 13.9K | $397.09K |
| Jun 7, 2026 | Santana Megan DGeneral Counsel | Sale at price 40.83 per share. | 2.8K | $113.80K |
| Jun 7, 2026 | Santana Megan DGeneral Counsel | Conversion of Exercise of derivative security at price 28.50 per share. | 2.8K | $79.43K |
| Jun 7, 2026 | Richardson Brian JasonChief Financial Officer | Sale at price 40.90 per share. | 2.1K | $85.49K |
| Jun 7, 2026 | Richardson Brian JasonChief Financial Officer | Conversion of Exercise of derivative security at price 28.50 per share. | 2.1K | $59.56K |
| May 4, 2026 | Keim Michael SChief Operating Officer | Sale at price 38.71 per share. | 7.2K | $280.43K |
| May 4, 2026 | Keim Michael SChief Operating Officer | Conversion of Exercise of derivative security at price 28.50 per share. | 7.2K | $206.48K |
| Apr 26, 2026 | Paquin NatalyeDirector | Sale at price 37.80 per share. | 13K | $491.40K |
| Mar 12, 2026 | Mccormick Patrick COfficer | — | 5.1K | — |
| Mar 12, 2026 | Monios Eleni SOfficer | — | 1.3K | — |
| Mar 12, 2026 | Schweitzer Jeffrey MChief Executive Officer | — | 21.4K | — |
| Mar 12, 2026 | Keim Michael SChief Operating Officer | — | 11.8K | — |
| Mar 12, 2026 | Santana Megan DGeneral Counsel | — | 6.8K | — |
| Mar 12, 2026 | Richardson Brian JasonChief Financial Officer | — | 8K | — |
| Feb 1, 2026 | Paquin NatalyeDirector | Purchase at price 34.58 per share. | 580 | $20.06K |
| Jan 29, 2026 | Petro Thomas MDirector | — | 1.8K | — |
| Jan 29, 2026 | Turner Michael LDirector | — | 1.8K | — |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.2 | 1.2 | 2.1 | 10.9 | 3.8 | 10.9 | 1.1 | -6.1 | -1.3 | -0.1 | +25.0% | ||
| 2025 | 3.0 | 0.6 | -7.2 | 4.2 | -0.1 | 1.8 | -4.0 | 9.8 | -5.2 | -2.2 | 8.3 | 3.0 | +10.9% |
| 2024 | -3.6 | -5.7 | 4.0 | 0.2 | 4.5 | 4.7 | 21.1 | 2.9 | -1.1 | -1.1 | 14.1 | -7.1 | +34.0% |
| 2023 | 3.9 | 3.9 | -15.8 | -15.2 | -11.9 | 2.0 | 7.9 | -7.7 | -3.4 | -4.1 | 13.4 | 16.6 | −15.7% |
| 2022 | 0.7 | -3.8 | -7.7 | -5.8 | 5.2 | -4.0 | -2.0 | -0.6 | -5.3 | 19.8 | 0.2 | -7.4 | −12.7% |
| 2021 | 9.1 | 12.0 | 13.7 | -2.3 | 4.4 | -9.6 | 3.8 | -1.0 | 1.1 | 4.8 | -3.9 | 8.5 | +45.4% |
| 2020 | -7.2 | -5.8 | -30.3 | 8.5 | -7.1 | -1.8 | -5.3 | 5.2 | -10.7 | 10.4 | 15.4 | 12.4 | −23.2% |
| 2019 | 8.9 | 12.9 | -7.7 | 3.1 | -5.3 | 10.0 | 4.6 | -7.8 | 0.8 | 0.9 | 1.4 | 2.6 | +24.2% |
| 2018 | -0.2 | -2.1 | 1.1 | 3.8 | 1.2 | -5.5 | -0.7 | 4.4 | -7.2 | -5.6 | 2.2 | -15.4 | −23.1% |
| 2017 | -8.9 | -1.1 | -7.0 | 17.0 | -9.1 | 8.7 | 1.8 | -4.4 | 9.8 | -8.4 | -4.1 | -0.2 | −9.2% |
| 2016 | -5.7 | -3.0 | 2.2 | 1.2 | 2.3 | 4.1 | 0.3 | 10.7 | 0.1 | 1.7 | 20.2 | 8.2 | +48.1% |
| 2015 | -8.5 | 2.5 | 4.2 | -1.4 | -1.6 | 6.0 | -2.1 | -2.9 | -0.7 | 2.4 | 6.0 | -0.1 | +3.1% |
| 2014 | -9.2 | 2.6 | 6.5 | -3.9 | 5.6 | -0.6 | -8.6 | 1.0 | -1.8 | 9.4 | -5.5 | 4.3 | −2.1% |
| 2013 | -1.3 | -1.7 | 5.0 | 0.6 | 2.2 | 6.5 | 6.4 | -6.1 | -1.1 | 5.9 | 5.0 | -1.3 | +20.9% |
| 2012 | 1.1 | 6.8 | 6.2 | -4.1 | -0.5 | 3.2 | -3.8 | 3.3 | 9.6 | -5.9 | -0.6 | 1.7 | +16.8% |
| 2011 | -10.1 | 4.6 | -1.8 | -5.1 | 1.2 | -8.2 | -4.9 | -5.1 | -5.5 | 14.1 | -0.6 | -3.2 | −23.6% |
| 2010 | 0.3 | -1.2 | 7.6 | 4.7 | -1.6 | -10.1 | 0.1 | -7.7 | 9.1 | 8.0 | -1.3 | 3.0 | +9.4% |
| 2009 | -28.7 | -12.8 | -12.3 | 19.3 | -4.8 | 2.0 | 27.7 | -19.7 | 4.3 | -11.3 | -15.8 | 8.3 | −45.5% |
| 2008 | 23.2 | -21.3 | 27.9 | -2.2 | -4.1 | -19.1 | 33.4 | 9.0 | 28.1 | -16.4 | 1.2 | 2.6 | +52.3% |
| 2007 | -7.7 | -13.2 | 1.5 | -8.1 | 3.3 | -4.2 | -14.5 | 21.1 | 1.7 | -7.8 | -2.7 | -0.9 | −30.7% |
Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking services in the United States. It operates through three segments: Banking; Wealth Management; and Insurance. The Banking segment offers financial services to individuals, businesses, municipalities, and non-profit organizations, including deposit taking, loan origination and servicing, mortgage banking, other general banking services, and equipment lease financing. The Wealth Management segment provides investment advisory, financial planning and trust, and brokerage services for private families and individuals, municipal pension plans, retirement plans, trusts, and guardianships. The Insurance segment offers full-service insurance brokerage agency comprising commercial property and casualty insurance, employee benefit solutions, personal insurance lines, and human resources consulting services. The company was formerly known as Univest Corporation of Pennsylvania and changed its name to Univest Financial Corporation in January 2019. Univest Financial Corporation was founded in 1876 and is headquartered in Souderton, Pennsylvania.
Buy / hold / sell counts