Jeffrey M Schweitzer - Net Worth and Insider Trading
Jeffrey M Schweitzer Net Worth
The estimated net worth of Jeffrey M Schweitzer is at least $3 Million dollars as of 2024-12-25. Jeffrey M Schweitzer is the Chairman, President & CEO of Univest Financial Corp and owns about 90,187 shares of Univest Financial Corp (UVSP) stock worth over $3 Million. Details can be seen in Jeffrey M Schweitzer's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Jeffrey M Schweitzer has not made any transactions after 2024-09-18 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Jeffrey M Schweitzer
Jeffrey M Schweitzer Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Jeffrey M Schweitzer owns 1 companies in total, including Univest Financial Corp (UVSP) .
Click here to see the complete history of Jeffrey M Schweitzer’s form 4 insider trades.
Insider Ownership Summary of Jeffrey M Schweitzer
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| UVSP | Univest Financial Corp | 2024-09-18 | EVP & CFO |
Jeffrey M Schweitzer Latest Holdings Summary
Jeffrey M Schweitzer currently owns a total of 1 stock. Jeffrey M Schweitzer owns 90,187 shares of Univest Financial Corp (UVSP) as of September 18, 2024, with a value of $3 Million.
Latest Holdings of Jeffrey M Schweitzer
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| UVSP | Univest Financial Corp | 2024-09-18 | 90,187 | 29.87 | 2,693,886 |
Holding Weightings of Jeffrey M Schweitzer
Jeffrey M Schweitzer Form 4 Trading Tracker
According to the SEC Form 4 filings, Jeffrey M Schweitzer has made a total of 8 transactions in Univest Financial Corp (UVSP) over the past 5 years, including 0 buys and 8 sells. The most-recent trade in Univest Financial Corp is the sale of 8,502 shares on September 18, 2024, which brought Jeffrey M Schweitzer around $243,157.
Insider Trading History of Jeffrey M Schweitzer
- 1
Jeffrey M Schweitzer Trading Performance
GuruFocus tracks the stock performance after each of Jeffrey M Schweitzer's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jeffrey M Schweitzer is -2.23%. GuruFocus also compares Jeffrey M Schweitzer's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jeffrey M Schweitzer within 3 months outperforms 3 times out of 8 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Jeffrey M Schweitzer's insider trading performs compared to the benchmark.
Performance of Jeffrey M Schweitzer
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -9.14 | | | | | |
| Relative Return to S&P 500(%) | -5.44 | | | | | |
Jeffrey M Schweitzer Ownership Network
Jeffrey M Schweitzer Owned Company Details
What does Univest Financial Corp do?
Who are the key executives at Univest Financial Corp?
Jeffrey M Schweitzer is the EVP & CFO of Univest Financial Corp. Other key executives at Univest Financial Corp include EVP & CFO Michael S Keim , EVP & CFO Brian Jason Richardson , and director & Director and President & CEO William S Aichele .
Univest Financial Corp (UVSP) Insider Trades Summary
Over the past 18 months, Jeffrey M Schweitzer made 7 insider transaction in Univest Financial Corp (UVSP) with a net sale of 23,578. Other recent insider transactions involving Univest Financial Corp (UVSP) include a net purchase of 4,380 shares made by Natalye Paquin , a net sale of 9,430 shares made by Michael S Keim , and a net sale of 1 shares made by Brian Jason Richardson .
In summary, during the past 3 months, insiders sold 0 shares of Univest Financial Corp (UVSP) in total and bought 565 shares, with a net purchase of 565 shares. During the past 18 months, 33,009 shares of Univest Financial Corp (UVSP) were sold and 4,380 shares were bought by its insiders, resulting in a net sale of 28,629 shares.
Univest Financial Corp (UVSP)'s detailed insider trading history can be found in Insider Trading Tracker table.
Univest Financial Corp Insider Transactions
Jeffrey M Schweitzer Mailing Address
Above is the net worth, insider trading, and ownership report for Jeffrey M Schweitzer. You might contact Jeffrey M Schweitzer via mailing address: 14 North Main Street, Po Box 197, Souderton Pa 18964.
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
