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Insider Cluster (2 insiders) ·Filed Jun 9, 2026

UVSP

UNIVEST FINANCIAL Corp
NEUTRAL
Impact 2/10
Horizondays Processed4mo ago
Insider cluster: 2 insiders, $656K total
Actionable Insight • Neutral

The same-day exercise-and-sell pattern by both the CEO and CFO is consistent with routine tax/cash-out planning, not a bearish signal. With the cluster at just 0.06% of market cap and no open-market buying, this filing has no actionable trading implication. Monitor for any subsequent open-market sales by these insiders without option exercise, which would be more informative.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d
UVSP ▲ +1.02% at T+60d
NEUTRAL call +1.02% · α vs SPY -2.79% · entry $41.21 → $41.63
Entry = T+0 close
Jun 9, 2026
via day close
T+1d
+1.41%
call +1.41% · α +2.98%
$41.79
settled 5mo ago
T+5d
+1.67%
call +1.67% · α -0.74%
$41.90
settled 4mo ago
T+20d
+6.02%
call +6.02% · α +4.57%
$43.69
settled 4mo ago
T+60d
+1.02%
call +1.02% · α -2.79%
$41.63
settled 8w ago

Price Chart

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Executive Summary

CEO Jeffrey Schweitzer and CFO Brian Richardson executed same-day option exercises and open-market sales totaling $656K on June 8, 2026. The CEO sold $570K worth of shares at ~$40.91, and the CFO sold $85K at ~$40.90. Both insiders exercised options at $28.50 and immediately sold the shares, indicating a tax/cash-out strategy rather than a bearish signal. The cluster represents ~0.06% of UVSP's $1.1B market cap, well below the 0.1% materiality threshold.

Key Financial Metrics

Direction
selling
Total Value
$656.0K
Insiders
2

Key Facts

  • CEO Schweitzer sold 13,933 shares at $40.91 for $570K on June 8, 2026
  • CFO Richardson sold 2,090 shares at $40.90 for $85K on June 8, 2026
  • Both insiders exercised options at $28.50 strike price on the same day
  • Total cluster value of $656K represents ~0.06% of UVSP's $1.1B market cap
  • No open-market purchases occurred in the cluster window

Financial Impact

Total insider sales of $656K, or ~0.06% of market cap — trivial relative to company size

insider holdingsdilution

Risk Factors

  • Insiders may continue selling post-exercise, increasing supply overhang
  • No insider buying to signal confidence in near-term outlook

Market Snapshot

Exchange
Nasdaq
Sector
State Commercial Banks
Analyst Consensus
0% bullish (8 analysts)

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-UVSP-1781031175433
7 reports for UVSP
Performance horizon
100% Hit rate @ T+60 3 of 3 directional calls Went positive at some point 3 of 3 best @ T+60▲ +18.16%Apr 22, 2026
Filters
Rows
Reports for UVSP — sortable, filterable
TypeNow
Jul 23, 2026
13w ago
8-K
MIXED ★ 5/10
$44.18 $41.05▼ −7.08%▼ −11.64%$42.25 (−4.37%)
Jul 22, 2026
13w ago
Press Release
BEARISH ★ 6/10
$44.18 $41.05▲ +7.08%▲ +11.64%$42.25 (+4.37%)
Jul 7, 2026
15w ago
Press Release
NEUTRAL ★ 1/10
$43.69awaiting T+60—$42.25 (−3.30%)
Jun 9, 2026
19w ago
Insider Cluster
NEUTRAL ★ 2/10
$41.21 $41.63▲ +1.02%▼ −2.79%$42.25 (+2.52%)
Apr 23, 2026
26w ago
8-K
BULLISH ★ 8/10
$37.29 $44.06▲ +18.16%▲ +13.14%$42.25 (+13.31%)
Apr 22, 2026
26w ago
Press Release
BULLISH ★ 8/10
$37.29 $44.06▲ +18.16%▲ +13.14%$42.25 (+13.31%)
Apr 7, 2026
28w ago
Press Release
NEUTRAL ★ 1/10
$35.58awaiting T+60—$42.25 (+18.75%)
Showing 7 of 7

US Market Status

Market Closed — Opens in 3h 14m

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Report published Jun 9, 2026