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 2024-10-31. 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.

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Transaction Summary of Jeffrey M Schweitzer

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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 27.83 2,509,904

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

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

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.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Jeffrey M Schweitzer

Average Return

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Average return per transaction

Outperforming Transactions

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3 out of 8 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) -9.14 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -5.44 LIMIT LIMIT LIMIT LIMIT LIMIT

Jeffrey M Schweitzer Ownership Network

Ownership Network List of Jeffrey M Schweitzer

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Ownership Network Relation of Jeffrey M Schweitzer

Insider Network Chart

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 sale of 9,430 shares made by Michael S Keim , a net purchase of 3,815 shares made by Natalye Paquin , and a net purchase of 5,000 shares made by Martin P. Connor .

In summary, during the past 3 months, insiders sold 21,052 shares of Univest Financial Corp (UVSP) in total and bought 0 shares, with a net sale of 21,052 shares. During the past 18 months, 33,009 shares of Univest Financial Corp (UVSP) were sold and 8,815 shares were bought by its insiders, resulting in a net sale of 24,194 shares.

Univest Financial Corp (UVSP)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Univest Financial Corp Insider Transactions

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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.