James L Bergey - Net Worth and Insider Trading
James L Bergey Net Worth
The estimated net worth of James L Bergey is at least $912,444 dollars as of 2024-11-13. James L Bergey is the Director of Univest Financial Corp and owns about 29,245 shares of Univest Financial Corp (UVSP) stock worth over $912,444. Details can be seen in James L Bergey'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 James L Bergey has not made any transactions after 2006-05-01 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of James L Bergey
James L Bergey Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, James L Bergey owns 1 companies in total, including Univest Financial Corp (UVSP) .
Click here to see the complete history of James L Bergey’s form 4 insider trades.
Insider Ownership Summary of James L Bergey
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| UVSP | Univest Financial Corp | 2006-05-01 | director |
James L Bergey Latest Holdings Summary
James L Bergey currently owns a total of 1 stock. James L Bergey owns 29,245 shares of Univest Financial Corp (UVSP) as of May 1, 2006, with a value of $912,444.
Latest Holdings of James L Bergey
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| UVSP | Univest Financial Corp | 2006-05-01 | 29,245 | 31.20 | 912,444 |
Holding Weightings of James L Bergey
James L Bergey Form 4 Trading Tracker
According to the SEC Form 4 filings, James L Bergey has made a total of 0 transactions in Univest Financial Corp (UVSP) over the past 5 years. The most-recent trade in Univest Financial Corp is the acquisition of 240 shares on May 1, 2006, which cost James L Bergey around $6,341.
Insider Trading History of James L Bergey
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James L Bergey Trading Performance
GuruFocus tracks the stock performance after each of James L Bergey's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James L Bergey is 1.47%. GuruFocus also compares James L Bergey's trading performance to market benchmark return within the same time period. The performance of stocks bought by James L Bergey within 3 months outperforms 5 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 James L Bergey's insider trading performs compared to the benchmark.
Performance of James L Bergey
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -2.2 | | | | | |
| Relative Return to S&P 500(%) | -2.82 | | | | | |
James L Bergey Ownership Network
Ownership Network List of James L Bergey
Ownership Network Relation of James L Bergey
James L Bergey Owned Company Details
What does Univest Financial Corp do?
Who are the key executives at Univest Financial Corp?
James L Bergey is the director of Univest Financial Corp. Other key executives at Univest Financial Corp include EVP & CFO Jeffrey M Schweitzer , EVP & CFO Michael S Keim , and EVP & CFO Brian Jason Richardson .
Univest Financial Corp (UVSP) Insider Trades Summary
Over the past 18 months, James L Bergey made no insider transaction in Univest Financial Corp (UVSP). Other recent insider transactions involving Univest Financial Corp (UVSP) include a net sale of 23,578 shares made by Jeffrey M Schweitzer , a net purchase of 4,380 shares made by Natalye Paquin , and a net sale of 9,430 shares made by Michael S Keim .
In summary, during the past 3 months, insiders sold 21,052 shares of Univest Financial Corp (UVSP) in total and bought 565 shares, with a net sale of 20,487 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
James L Bergey Mailing Address
Above is the net worth, insider trading, and ownership report for James L Bergey. You might contact James L Bergey via mailing address: C/o Univest Corp Of Pa, 14 N. Main St, Souderton Pa 18964.
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