Jeff Schweitzer

Track

Insider profile

Currently holds a position at Univest Financial Corp

Performance

Overall performance
2.5
Performance over holding periods
2.5
30 days 90 days 120 days
Average return 1% 8.2% 15.1%
Success rate 58% 68% 82%
Transactions
15 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance

Positions

Position Company Period
President, Chief Executive Officer, Director, Chief Executive Officer of Univest Bank and Trust Co. Univest Financial Corp Oct. 16, 2015 -
President, Chief Executive Officer, Director; Senior Executive Vice President of Univest Bank and Trust Co. Univest Financial Corp Jan. 1, 2014 - Oct. 16, 2015
President, Chief Operating Officer, Director; Senior Executive Vice President of Univest Bank and Trust Co. Univest Financial Corp Jan. 23, 2013 - Jan. 1, 2014
President, Chief Operating Officer; Senior Executive Vice President of Univest Bank and Trust Co. Univest Financial Corp Jan. 1, 2013 - Jan. 23, 2013
Chief Financial Officer, Chief Operating Officer, Senior Executive Vice President; Chief Financial Officer, Senior Executive Vice President of the Bank Univest Financial Corp July 2, 2012 - Jan. 1, 2013
Chief Financial Officer, Senior Executive Vice President of the Corporation and the Bank Univest Financial Corp Jan. 7, 2011 - July 2, 2012
Jeff Schweitzer's trades of Univest Financial Corp's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Proposed sale
Price
426.76
Quantity 45,671
Value US$4,932,994
Transaction date
Proposed sale
Price
34.99
Quantity 12,277
Value US$429,521
Transaction date
Proposed sale
Price
28.75
Quantity 4,541
Value US$130,567
Transaction date
Proposed sale
Price
28.42
Quantity 3,961
Value US$112,570
Transaction date
Proposed sale
Price
28.26
Quantity 200
Value US$5,652
Transaction date
Proposed sale
Price
28.50
Quantity 400
Value US$11,400
Transaction date
Proposed sale
Price
28.51
Quantity 1,200
Value US$34,206
Transaction date
Proposed sale
Price
28.53
Quantity 547
Value US$15,607
Transaction date
Proposed sale
Price
28.56
Quantity 2,773
Value US$79,204
Transaction date
Proposed sale
Price
22.55
Quantity 9,000
Value US$202,966
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-06-09 2026-06-08
S Sale
21,723 +38.3%
51.13
US$3,158,333 		21,723 +38.3% 51.13 US$3,158,333
2026-06-08 2026-06-08
PrS Proposed sale
45,671
426.76
US$4,932,994 		45,671 426.76 US$4,932,994
2025-12-15 2025-12-12
S Sale
23,935 +8.1%
95.40
US$1,844,079 		23,935 +8.1% 95.40 US$1,844,079
2025-12-12 2025-12-12
PrS Proposed sale
12,277
34.99
US$429,521 		12,277 34.99 US$429,521
2024-09-19 2024-09-18
S Sale
4,541 -4.8%
28.75
US$130,568 		4,541 -4.8% 28.75 US$130,568
2024-09-18 2024-09-18
PrS Proposed sale
4,541
28.75
US$130,567 		4,541 28.75 US$130,567
2024-09-19 2024-09-17
S Sale
3,961 -4.2%
28.42
US$112,570 		3,961 -4.2% 28.42 US$112,570
2024-09-17 2024-09-17
PrS Proposed sale
3,961
28.42
US$112,570 		3,961 28.42 US$112,570
2024-09-06 2024-09-05
S Sale
200 -0.2%
28.26
US$5,652 		200 -0.2% 28.26 US$5,652
2024-09-06 2024-09-05
S Sale
200 -0.2%
28.26
US$5,652 		200 -0.2% 28.26 US$5,652
2024-09-05 2024-09-05
PrS Proposed sale
200
28.26
US$5,652 		200 28.26 US$5,652
2024-09-06 2024-09-04
S Sale
400 -0.4%
28.50
US$11,400 		400 -0.4% 28.50 US$11,400
2024-09-06 2024-09-04
S Sale
400 -0.4%
28.50
US$11,400 		400 -0.4% 28.50 US$11,400
2024-09-04 2024-09-04
PrS Proposed sale
400
28.50
US$11,400 		400 28.50 US$11,400
2024-09-04 2024-09-03
S Sale
100 -0.1%
28.56
US$2,856 		100 -0.1% 28.56 US$2,856
2024-09-04 2024-09-03
S Sale
1,100 -1.2%
28.50
US$31,350 		1,100 -1.2% 28.50 US$31,350
2024-09-03 2024-09-03
PrS Proposed sale
1,200
28.51
US$34,206 		1,200 28.51 US$34,206
2024-09-04 2024-08-30
S Sale
547 -0.6%
28.53
US$15,607 		547 -0.6% 28.53 US$15,607
2024-08-30 2024-08-30
PrS Proposed sale
547
28.53
US$15,607 		547 28.53 US$15,607
2024-08-28 2024-08-26
S Sale
515 -0.6%
28.57
US$14,715 		515 -0.6% 28.57 US$14,715
2024-08-28 2024-08-26
S Sale
2,258 -2.4%
28.56
US$64,488 		2,258 -2.4% 28.56 US$64,488
2024-08-26 2024-08-26
PrS Proposed sale
2,773
28.56
US$79,204 		2,773 28.56 US$79,204
2024-05-13 2024-05-09
S Sale
9,000 -9.1%
22.55
US$202,967 		9,000 -9.1% 22.55 US$202,967
2024-05-09 2024-05-09
PrS Proposed sale
9,000
22.55
US$202,966 		9,000 22.55 US$202,966
2024-02-01 2024-01-30
PlS Planned sale
955 -1.2%
22.05
US$21,053 		955 -1.2% 22.05 US$21,053
2023-11-29 2023-11-28
S Sale
1 -0.0%
18.46
US$13 		1 -0.0% 18.46 US$13
2020-11-10 2020-11-10
PlS Planned sale
1,567 -2.9%
18.50
US$28,990 		1,567 -2.9% 18.50 US$28,990
2020-11-10 2020-11-09
PlS Planned sale
2,933 -5.2%
18.50
US$54,260 		2,933 -5.2% 18.50 US$54,260