Univest Financial Corporation
US ˙ NasdaqGS ˙ US9152711001

Introduction

This page provides a comprehensive analysis of the known insider trading history of Turner Michael L.. Insiders are officers, directors, or significant investors in a company. It is illegal for insiders to make trades in their companies based on specific, non-public information. This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4. Despite these restrictions, academic research suggests that insiders - in general - tend to outperform the market in their own companies.

Average Trade Profitability

The average trade profitability is the average return of all the open market purchases made by the insider in the last three years. To calculate this, we examine every open-market, unplanned purchase made by the insider, excluding all trades that were marked as part of a 10b5-1 trading plan. We then calculate the average performance of those trades over 3, 6, and 12 months, averaging each of those durations to generate a final performance metric for each trade. Finally, we average all of the performance metrics to calculate a performance metric for the insider. This list only includes insiders that have made at least three trades in the last two years.

If this insiders trade profitability is "N/A", then the insider either has not made any open-market purchases in the last three years, or the trades they’ve made are too recent to calculate a reliable performance metric.

Update Frequency: Daily

See the list of most profitable insider traders.

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Companies with Reported Insider Positions

The SEC filings indicate Turner Michael L. has reported holdings or trades in the following companies:

Security Title Latest Reported Holdings
US:UVSP / Univest Financial Corporation Director 30,378
How to Interpret the Charts

The following charts show the stock performance of securities subsequent to each open-market, non-planned trade made by Turner Michael L.. Non-planned trade are trades that were not made as part of a 10b5-1 trading plan. The stock performance is charted as cumulative percent change in share price. For example, if an insider trade was made on January 1, 2019, the chart will show the daily percent change of the security to the present day. If the share price were to go from $10 to $15 during this time, the cumulative percent change in share price would be 50%. A change in price from $10 to $20 would be 100%, and a change in price of $10 to $5 would be -50%.

Ultimately, we are trying to determine how closely the insider’s trades correlate to excess returns (positive or negative) in the share price in order to see if the insider is timing their trades to profit from insider information. Consider the situation where an insider was doing this. In this situation, we would expect either (a) positive returns after purchases, or (b) negative returns after sales. In the case of (a), the PURCHASE chart would show a series of upwardly sloping curves, indicating positive returns after each purchase transaction. In the case of (b), the SALE chart would show a series of downward sloping curves, indicating negative returns after each sale transaction.

However, this alone is not enough to draw conclusions. If, for example, the share price of the company was in a non-cyclical climb over many years, then we would expect all the post-purchase plots to be upwardly sloping. Likewise, non-cyclical declines over many years would result in downward sloping post-trade plots. Neither of these charts would suggest insider trading activity.

The strongest indicator would be a situation where the share price was extremely cyclical, and there were both positive signals in the PURCHASE chart and negative plots on the SALE chart. This situation would be highly suggestive of an insider that was timing trades to their financial advantage.

Insider Purchases UVSP / Univest Financial Corporation - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in UVSP / Univest Financial Corporation. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares		 Reported
Price		 Adjusted
Shares		 Adjusted
Price		 Cost Basis Days to
Max		 Price at
Max		 Max
Profit ($)		 Max Return (%)
There are no known unplanned open-market trades for this insider and security combination

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

UVSP / Univest Financial Corporation Insider Trades
Insider Sales UVSP / Univest Financial Corporation - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in UVSP / Univest Financial Corporation. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market sales that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares		 Reported
Price		 Adjusted
Shares		 Adjusted
Price		 Cost Basis Days to
Min		 Price at
Min		 Max Loss
Avoided ($)		 Max Loss
Avoided (%)
2017-06-13 UVSP Turner Michael L. 400 29.8050 400 29.8050 11,922 283 26.8000 -1,202 -10.08
2017-06-13 UVSP Turner Michael L. 1,600 29.8000 1,600 29.8000 47,680
2017-03-29 UVSP Turner Michael L. 100 26.2000 100 26.2000 2,620
2017-03-29 UVSP Turner Michael L. 1,806 26.2050 1,806 26.2050 47,326
2017-03-29 UVSP Turner Michael L. 404 26.2500 404 26.2500 10,605
2017-03-29 UVSP Turner Michael L. 333 26.3000 333 26.3000 8,758
2017-03-29 UVSP Turner Michael L. 100 26.3500 100 26.3500 2,635
2017-03-29 UVSP Turner Michael L. 5 26.4000 5 26.4000 132
2017-03-29 UVSP Turner Michael L. 252 26.4250 252 26.4250 6,659
2016-09-30 UVSP Turner Michael L. 911 23.4900 911 23.4900 21,399
2016-09-30 UVSP Turner Michael L. 89 23.4800 89 23.4800 2,090
2016-09-27 UVSP Turner Michael L. 1,000 23.2601 1,000 23.2601 23,260
2016-06-10 UVSP Turner Michael L. 50 20.0200 50 20.0200 1,001
2016-06-10 UVSP Turner Michael L. 200 20.0300 200 20.0300 4,006
2016-06-10 UVSP Turner Michael L. 130 20.0400 130 20.0400 2,605
2016-06-10 UVSP Turner Michael L. 320 20.0500 320 20.0500 6,416
2016-06-10 UVSP Turner Michael L. 200 20.0800 200 20.0800 4,016
2016-06-10 UVSP Turner Michael L. 100 20.1450 100 20.1450 2,014
2016-06-10 UVSP Turner Michael L. 100 20.1700 100 20.1700 2,017
2016-06-10 UVSP Turner Michael L. 800 20.2000 800 20.2000 16,160
2016-06-10 UVSP Turner Michael L. 100 20.2050 100 20.2050 2,020
2016-03-28 UVSP Turner Michael L. 915 18.9000 915 18.9000 17,294
2016-03-28 UVSP Turner Michael L. 2 18.9200 2 18.9200 38
2016-03-28 UVSP Turner Michael L. 840 18.9500 840 18.9500 15,918
2016-03-28 UVSP Turner Michael L. 200 18.9600 200 18.9600 3,792
2016-03-21 UVSP Turner Michael L. 3,150 19.3500 3,150 19.3500 60,952
2015-08-07 UVSP Turner Michael L. 1,350 20.1900 1,350 20.1900 27,256
2015-08-06 UVSP Turner Michael L. 906 20.2000 906 20.2000 18,301
2015-07-27 UVSP Turner Michael L. 300 20.4400 300 20.4400 6,132
2015-05-20 UVSP Turner Michael L. 1,000 19.5000 1,000 19.5000 19,500
2015-05-20 UVSP Turner Michael L. 995 19.5001 995 19.5001 19,403
2015-05-19 UVSP Turner Michael L. 1,000 19.5000 1,000 19.5000 19,500
2015-05-18 UVSP Turner Michael L. 1,000 19.5000 1,000 19.5000 19,500
2015-05-04 UVSP Turner Michael L. 1,000 19.4201 1,000 19.4201 19,420
2015-05-04 UVSP Turner Michael L. 1,000 19.4101 1,000 19.4101 19,410
2015-05-04 UVSP Turner Michael L. 2,000 19.4100 2,000 19.4100 38,820
2015-05-04 UVSP Turner Michael L. 500 19.4201 500 19.4201 9,710
2015-05-04 UVSP Turner Michael L. 300 19.4200 300 19.4200 5,826
2015-05-01 UVSP Turner Michael L. 1,000 19.5849 1,000 19.5849 19,585
2015-05-01 UVSP Turner Michael L. 1,000 19.3820 1,000 19.3820 19,382
2015-05-01 UVSP Turner Michael L. 1,000 19.3500 1,000 19.3500 19,350
2015-05-01 UVSP Turner Michael L. 400 19.3201 400 19.3201 7,728
2015-05-01 UVSP Turner Michael L. 200 19.2950 200 19.2950 3,859
2015-05-01 UVSP Turner Michael L. 200 19.3200 200 19.3200 3,864
2015-04-30 UVSP Turner Michael L. 1,000 19.5038 1,000 19.5038 19,504
2015-04-29 UVSP Turner Michael L. 1,000 20.4200 1,000 20.4200 20,420
2015-04-29 UVSP Turner Michael L. 10 20.4500 10 20.4500 204

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

UVSP / Univest Financial Corporation Insider Trades
Insider Trading History

This table shows the complete list of insider trades made by Turner Michael L. as disclosed to the Securities Exchange Commission (SEC).

File Date Tran Date Form Ticker Security Code 10b5-1 Shares Remaining Shares Percent
Change		 Share
Price		 Tran
Value		 Remaining
Value
2025-02-04 2025-01-31 4 UVSP UNIVEST FINANCIAL Corp
Common 		M - Exercise 1,290 30,378 4.43
2024-02-02 2024-01-31 4 UVSP UNIVEST FINANCIAL Corp
Common 		M - Exercise 1,162 28,711 4.22
2023-02-02 2023-01-31 4 UVSP UNIVEST FINANCIAL Corp
Common 		M - Exercise 1,448 27,157 5.63
2022-02-02 2022-01-31 4 UVSP UNIVEST FINANCIAL Corp
Restricted Stock Units 		A - Award 1,162 1,162
2022-02-02 2022-01-31 4 UVSP UNIVEST FINANCIAL Corp
Restricted Stock Units 		M - Exercise -1,309 0 -100.00
2022-02-02 2022-01-31 4 UVSP UNIVEST FINANCIAL Corp
Common 		M - Exercise 1,309 25,476 5.42
2021-02-02 2021-01-31 4 UVSP UNIVEST FINANCIAL Corp
Restricted Stock Units 		A - Award 1,448 1,448
2021-02-02 2021-01-31 4 UVSP UNIVEST FINANCIAL Corp
Restricted Stock Units 		M - Exercise -1,384 0 -100.00
2021-02-02 2021-01-31 4 UVSP UNIVEST FINANCIAL Corp
Common 		M - Exercise 1,384 23,990 6.12
2020-02-04 2020-01-31 4 UVSP UNIVEST FINANCIAL Corp
Restricted Stock Units 		A - Award 1,309 1,309
2019-02-01 2019-01-31 4 UVSP UNIVEST FINANCIAL Corp
Restricted Stock Units 		A - Award 1,384 1,384
2018-02-01 2018-01-31 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common Stock (Restricted Shares Subject to Vesting) 		A - Award 1,000 22,158 4.73
2017-06-13 2017-06-13 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -1,600 21,094 -7.05 29.80 -47,680 628,605
2017-06-13 2017-06-13 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -400 22,694 -1.73 29.80 -11,922 676,398
2017-03-29 2017-03-29 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -252 23,071 -1.08 26.42 -6,659 609,639
2017-03-29 2017-03-29 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -5 23,323 -0.02 26.40 -132 615,715
2017-03-29 2017-03-29 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -100 23,328 -0.43 26.35 -2,635 614,680
2017-03-29 2017-03-29 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -333 23,428 -1.40 26.30 -8,758 616,144
2017-03-29 2017-03-29 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -404 23,761 -1.67 26.25 -10,605 623,714
2017-03-29 2017-03-29 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -1,806 24,165 -6.95 26.20 -47,326 633,231
2017-03-29 2017-03-29 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -100 25,971 -0.38 26.20 -2,620 680,428
2017-02-06 2017-01-31 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common Stock (Restricted Shares Subject to Vesting) 		A - Award 1,000 26,071 3.99
2016-10-03 2016-09-30 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -89 25,039 -0.35 23.48 -2,090 587,919
2016-10-03 2016-09-30 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -911 25,128 -3.50 23.49 -21,399 590,260
2016-09-27 2016-09-27 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -1,000 26,039 -3.70 23.26 -23,260 605,673
2016-06-10 2016-06-10 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -100 27,019 -0.37 20.20 -2,020 545,919
2016-06-10 2016-06-10 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -800 27,119 -2.87 20.20 -16,160 547,804
2016-06-10 2016-06-10 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -100 27,919 -0.36 20.17 -2,017 563,126
2016-06-10 2016-06-10 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -100 28,019 -0.36 20.14 -2,014 564,443
2016-06-10 2016-06-10 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -200 28,119 -0.71 20.08 -4,016 564,629
2016-06-10 2016-06-10 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -320 28,319 -1.12 20.05 -6,416 567,796
2016-06-10 2016-06-10 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -130 28,639 -0.45 20.04 -2,605 573,925
2016-06-10 2016-06-10 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -200 28,769 -0.69 20.03 -4,006 576,243
2016-06-10 2016-06-10 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -50 28,969 -0.17 20.02 -1,001 579,959
2016-03-30 2016-03-28 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -200 28,998 -0.68 18.96 -3,792 549,798
2016-03-30 2016-03-28 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -840 29,198 -2.80 18.95 -15,918 553,298
2016-03-30 2016-03-28 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -2 30,038 -0.01 18.92 -38 568,315
2016-03-30 2016-03-28 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -915 30,040 -2.96 18.90 -17,294 567,752
2016-03-21 2016-03-21 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -3,150 30,955 -9.24 19.35 -60,952 598,976
2016-02-02 2016-01-31 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common Stock (Restricted Shares Subject to Vesting) 		A - Award 1,000 34,105 3.02
2015-08-07 2015-08-06 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -906 34,434 -2.56 20.20 -18,301 695,572
2015-08-07 2015-08-07 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -1,350 33,084 -3.92 20.19 -27,256 667,971
2015-07-31 2015-07-27 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -300 35,340 -0.84 20.44 -6,132 722,355
2015-06-23 2015-05-20 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -995 35,630 -2.72 19.50 -19,403 694,794
2015-06-23 2015-05-20 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -1,000 36,625 -2.66 19.50 -19,500 714,193
2015-06-23 2015-05-19 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -1,000 37,625 -2.59 19.50 -19,500 733,693
2015-06-23 2015-05-18 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -1,000 38,625 -2.52 19.50 -19,500 753,193
2015-06-23 2015-05-04 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -300 39,625 -0.75 19.42 -5,826 769,523
2015-06-23 2015-05-04 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -500 39,925 -1.24 19.42 -9,710 775,353
2015-06-23 2015-05-04 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -2,000 40,425 -4.71 19.41 -38,820 784,654
2015-06-23 2015-05-04 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -1,000 42,425 -2.30 19.41 -19,410 823,479
2015-06-23 2015-05-04 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -1,000 43,425 -2.25 19.42 -19,420 843,323
2015-06-23 2015-05-01 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -200 44,425 -0.45 19.32 -3,864 858,296
2015-06-23 2015-05-01 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -200 44,625 -0.45 19.30 -3,859 861,044
2015-06-23 2015-05-01 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -400 44,825 -0.88 19.32 -7,728 866,029
2015-06-23 2015-05-01 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -1,000 45,225 -2.16 19.35 -19,350 875,109
2015-06-23 2015-05-01 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -1,000 46,225 -2.12 19.38 -19,382 895,938
2015-06-23 2015-05-01 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -1,000 47,225 -2.07 19.58 -19,585 924,902
2015-06-23 2015-04-30 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -1,000 48,225 -2.03 19.50 -19,504 940,576
2015-06-23 2015-04-29 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -10 49,225 -0.02 20.45 -204 1,006,657
2015-06-23 2015-04-29 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		S - Sale -1,000 49,235 -1.99 20.42 -20,420 1,005,384
2015-02-02 2015-01-31 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common Stock (Restricted Shares Subject to Vesting) 		A - Award 1,000 50,225 2.03
2015-01-07 3 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		98,450
2015-01-07 3 UVSP UNIVEST CORP OF PENNSYLVANIA
Common 		98,450
P
Open market or private purchase of non-derivative or derivative security
S
Open market or private sale of non-derivative or derivative security
A
Grant, award, or other acquisition of securities from the company (such as an option)
C
Conversion of derivative
D
Sale or transfer of securities back to the company
F
Payment of exercise price or tax liability using portion of securities received from the company
G
Gift of securities by or to the insider
K
Equity swaps and similar hedging transactions
M
Exercise or conversion of derivative security received from the company (such as an option)
V
A transaction voluntarily reported on Form 4
J
Other (accompanied by a footnote describing the transaction)