Jeffrey M Schweitzer - Net Worth and Insider Trading
Jeffrey M Schweitzer Net Worth
The estimated net worth of Jeffrey M Schweitzer is at least $1 Million dollars as of 2024-04-19. Jeffrey M Schweitzer is the Chairman, President & CEO of Univest Financial Corp and owns about 77,652 shares of Univest Financial Corp (UVSP) stock worth over $1 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 assumption that Jeffrey M Schweitzer has not made any transactions after 2024-01-30 and currently still holds the listed stock(s).
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 | 2024-01-30 | EVP & CFO |
Jeffrey M Schweitzer Latest Holdings Summary
Jeffrey M Schweitzer currently owns a total of 1 stock. Jeffrey M Schweitzer owns 77,652 shares of Univest Financial Corp (UVSP) as of January 30, 2024, with a value of $1 Million.
Latest Holdings of Jeffrey M Schweitzer
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| UVSP | Univest Financial Corp | 2024-01-30 | 77,652 | 19.06 | 1,480,047 |
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 3 transactions in Univest Financial Corp (UVSP) over the past 5 years, including 0 buys and 3 sells. The most-recent trade in Univest Financial Corp is the sale of 955 shares on January 30, 2024, which brought Jeffrey M Schweitzer around $21,058.
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
-8.74%
Outperforming Transactions
38%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -9.14 | -2.23 | 2.49 | -8.74 | -6.46 | -3.22 |
| Relative Return to S&P 500(%) | -5.44 | -6.35 | -1.51 | -13.23 | -15.22 | -12.2 |
Jeffrey M Schweitzer Ownership Network
Ownership Network List of Jeffrey M Schweitzer
Ownership Network Relation of Jeffrey M Schweitzer
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 Brian Jason Richardson , director & Director and President & CEO William S Aichele , and EVP & Chief Credit Officer Patrick C Mccormick .
Univest Financial Corp (UVSP) Insider Trades Summary
Over the past 18 months, Jeffrey M Schweitzer made 2 insider transaction in Univest Financial Corp (UVSP) with a net sale of 956. Other recent insider transactions involving Univest Financial Corp (UVSP) include a net purchase of 4,265 shares made by Natalye Paquin , a net sale of 27,500 shares made by Todd S Benning , and a net sale of 15,000 shares made by Thomas M Petro .
In summary, during the past 3 months, insiders sold 956 shares of Univest Financial Corp (UVSP) in total and bought 725 shares, with a net sale of 231 shares. During the past 18 months, 61,589 shares of Univest Financial Corp (UVSP) were sold and 13,265 shares were bought by its insiders, resulting in a net sale of 48,324 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
