Last 12 months
Inside the activity.
0 purchase rows · 27 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 10 |
| Dec 2025 | 0 | 1 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 1 |
| Jun 2026 | 0 | 2 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 13 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 20, 2024 Filed Aug 21, 2024 20:28 UTC |
BAILLY R JEFFREYDirector · CEO
|
SaleCommon Stock, $.01 Par Value | 4,991 | $328.03 | $1,637,197.73 |
DisclosureSEC source: 0001062993-24-015515 · form4.xml · nonDerivative · entry 1 BAILLY R JEFFREY · CIK 0001033284 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 69,143 F1 · price: The Price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $328.00 to $328.99, inclusive. The reporting person undertakes to provide UFP Technologies, Inc., any security holder of UFP Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F2 · balance_after: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of any or all of the reported shares for purposes of Section 16 or any other purpose. F3 · balance_after: The reporting person also holds 139,614 shares of UFP Technologies, Inc. directly. Read SEC document |
| August 19, 2024 Filed Aug 20, 2024 21:56 UTC |
BAILLY R JEFFREYDirector · CEO
|
SaleCommon Stock, $.01 Par Value | 5,910 | $328.20 | $1,939,662.00 |
DisclosureSEC source: 0001062993-24-015461 · form4.xml · nonDerivative · entry 4 BAILLY R JEFFREY · CIK 0001033284 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 74,134 F4 · price: The Price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $328.00 to $328.80, inclusive. The reporting person undertakes to provide UFP Technologies, Inc., any security holder of UFP Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F5 · balance_after: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of any or all of the reported shares for purposes of Section 16 or any other purpose. F6 · balance_after: The reporting person also holds 139,614 shares of UFP Technologies, Inc. directly. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 21:56 UTC |
BAILLY R JEFFREYDirector · CEO
|
SaleCommon Stock, $.01 Par Value | 679 | $327.17 | $222,148.43 |
DisclosureSEC source: 0001062993-24-015461 · form4.xml · nonDerivative · entry 3 BAILLY R JEFFREY · CIK 0001033284 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 80,044 F3 · price: The Price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $327.01 to $327.72, inclusive. The reporting person undertakes to provide UFP Technologies, Inc., any security holder of UFP Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F5 · balance_after: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of any or all of the reported shares for purposes of Section 16 or any other purpose. F6 · balance_after: The reporting person also holds 139,614 shares of UFP Technologies, Inc. directly. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 21:56 UTC |
BAILLY R JEFFREYDirector · CEO
|
SaleCommon Stock, $.01 Par Value | 3,298 | $326.65 | $1,077,291.70 |
DisclosureSEC source: 0001062993-24-015461 · form4.xml · nonDerivative · entry 2 BAILLY R JEFFREY · CIK 0001033284 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 80,723 F2 · price: The Price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $326.01 to $326.96, inclusive. The reporting person undertakes to provide UFP Technologies, Inc., any security holder of UFP Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F5 · balance_after: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of any or all of the reported shares for purposes of Section 16 or any other purpose. F6 · balance_after: The reporting person also holds 139,614 shares of UFP Technologies, Inc. directly. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 21:56 UTC |
BAILLY R JEFFREYDirector · CEO
|
SaleCommon Stock, $.01 Par Value | 6,023 | $325.33 | $1,959,462.59 |
DisclosureSEC source: 0001062993-24-015461 · form4.xml · nonDerivative · entry 1 BAILLY R JEFFREY · CIK 0001033284 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 84,021 F1 · price: The Price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $325.00 to $325.96, inclusive. The reporting person undertakes to provide UFP Technologies, Inc., any security holder of UFP Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F5 · balance_after: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of any or all of the reported shares for purposes of Section 16 or any other purpose. F6 · balance_after: The reporting person also holds 139,614 shares of UFP Technologies, Inc. directly. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 19:23 UTC |
BAILLY R JEFFREYDirector · CEO
|
SaleCommon Stock, $.01 Par Value | 504 | $324.56 | $163,578.24 |
DisclosureSEC source: 0001062993-24-015260 · form4.xml · nonDerivative · entry 17 BAILLY R JEFFREY · CIK 0001033284 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 90,044 F16 · price: The Price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $324.15 to $325.13, inclusive. The reporting person undertakes to provide UFP Technologies, Inc., any security holder of UFP Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F17 · balance_after: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of any or all of the reported shares for purposes of Section 16 or any other purpose. F18 · balance_after: The reporting person also holds 139,614 shares of UFP Technologies, Inc. directly. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 19:23 UTC |
BAILLY R JEFFREYDirector · CEO
|
SaleCommon Stock, $.01 Par Value | 893 | $323.67 | $289,037.31 |
DisclosureSEC source: 0001062993-24-015260 · form4.xml · nonDerivative · entry 16 BAILLY R JEFFREY · CIK 0001033284 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 90,548 F15 · price: The Price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $323.05 to $323.96, inclusive. The reporting person undertakes to provide UFP Technologies, Inc., any security holder of UFP Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F17 · balance_after: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of any or all of the reported shares for purposes of Section 16 or any other purpose. F18 · balance_after: The reporting person also holds 139,614 shares of UFP Technologies, Inc. directly. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 19:23 UTC |
BAILLY R JEFFREYDirector · CEO
|
SaleCommon Stock, $.01 Par Value | 11,446 | $322.01 | $3,685,726.46 |
DisclosureSEC source: 0001062993-24-015260 · form4.xml · nonDerivative · entry 15 BAILLY R JEFFREY · CIK 0001033284 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 91,441 F14 · price: The Price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $321.69 to $322.68, inclusive. The reporting person undertakes to provide UFP Technologies, Inc., any security holder of UFP Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F17 · balance_after: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of any or all of the reported shares for purposes of Section 16 or any other purpose. F18 · balance_after: The reporting person also holds 139,614 shares of UFP Technologies, Inc. directly. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 19:23 UTC |
BAILLY R JEFFREYDirector · CEO
|
SaleCommon Stock, $.01 Par Value | 3,629 | $321.55 | $1,166,904.95 |
DisclosureSEC source: 0001062993-24-015260 · form4.xml · nonDerivative · entry 14 BAILLY R JEFFREY · CIK 0001033284 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 102,887 F13 · price: The Price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $320.80 to $321.67, inclusive. The reporting person undertakes to provide UFP Technologies, Inc., any security holder of UFP Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F17 · balance_after: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of any or all of the reported shares for purposes of Section 16 or any other purpose. F18 · balance_after: The reporting person also holds 139,614 shares of UFP Technologies, Inc. directly. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 19:23 UTC |
BAILLY R JEFFREYDirector · CEO
|
SaleCommon Stock, $.01 Par Value | 3,286 | $319.71 | $1,050,567.06 |
DisclosureSEC source: 0001062993-24-015260 · form4.xml · nonDerivative · entry 13 BAILLY R JEFFREY · CIK 0001033284 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 106,516 F12 · price: The Price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $319.30 to $320.29, inclusive. The reporting person undertakes to provide UFP Technologies, Inc., any security holder of UFP Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F17 · balance_after: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of any or all of the reported shares for purposes of Section 16 or any other purpose. F18 · balance_after: The reporting person also holds 139,614 shares of UFP Technologies, Inc. directly. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 19:23 UTC |
BAILLY R JEFFREYDirector · CEO
|
SaleCommon Stock, $.01 Par Value | 2,000 | $319.17 | $638,340.00 |
DisclosureSEC source: 0001062993-24-015260 · form4.xml · nonDerivative · entry 12 BAILLY R JEFFREY · CIK 0001033284 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 108,802 F11 · price: The Price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $318.76 to $319.29, inclusive. The reporting person undertakes to provide UFP Technologies, Inc., any security holder of UFP Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F17 · balance_after: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of any or all of the reported shares for purposes of Section 16 or any other purpose. F18 · balance_after: The reporting person also holds 139,614 shares of UFP Technologies, Inc. directly. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 19:23 UTC |
BAILLY R JEFFREYDirector · CEO
|
SaleCommon Stock, $.01 Par Value | 1,420 | $317.37 | $450,665.40 |
DisclosureSEC source: 0001062993-24-015260 · form4.xml · nonDerivative · entry 11 BAILLY R JEFFREY · CIK 0001033284 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 111,802 F10 · price: The Price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $317.05 to $318.03, inclusive. The reporting person undertakes to provide UFP Technologies, Inc., any security holder of UFP Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F17 · balance_after: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of any or all of the reported shares for purposes of Section 16 or any other purpose. F18 · balance_after: The reporting person also holds 139,614 shares of UFP Technologies, Inc. directly. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 19:23 UTC |
BAILLY R JEFFREYDirector · CEO
|
SaleCommon Stock, $.01 Par Value | 1,165 | $316.50 | $368,722.50 |
DisclosureSEC source: 0001062993-24-015260 · form4.xml · nonDerivative · entry 10 BAILLY R JEFFREY · CIK 0001033284 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 113,222 F9 · price: The Price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $316.05 to $317.00, inclusive. The reporting person undertakes to provide UFP Technologies, Inc., any security holder of UFP Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F17 · balance_after: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of any or all of the reported shares for purposes of Section 16 or any other purpose. F18 · balance_after: The reporting person also holds 139,614 shares of UFP Technologies, Inc. directly. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 19:23 UTC |
BAILLY R JEFFREYDirector · CEO
|
SaleCommon Stock, $.01 Par Value | 470 | $315.23 | $148,158.10 |
DisclosureSEC source: 0001062993-24-015260 · form4.xml · nonDerivative · entry 9 BAILLY R JEFFREY · CIK 0001033284 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 114,387 F8 · price: The Price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $315.00 to $315.93, inclusive. The reporting person undertakes to provide UFP Technologies, Inc., any security holder of UFP Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F17 · balance_after: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of any or all of the reported shares for purposes of Section 16 or any other purpose. F18 · balance_after: The reporting person also holds 139,614 shares of UFP Technologies, Inc. directly. Read SEC document |
| August 14, 2024 Filed Aug 16, 2024 19:23 UTC |
BAILLY R JEFFREYDirector · CEO
|
SaleCommon Stock, $.01 Par Value | 116 | $317.25 | $36,801.00 |
DisclosureSEC source: 0001062993-24-015260 · form4.xml · nonDerivative · entry 8 BAILLY R JEFFREY · CIK 0001033284 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 114,857 F7 · price: The Price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $317.13 to $317.76, inclusive. The reporting person undertakes to provide UFP Technologies, Inc., any security holder of UFP Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F17 · balance_after: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of any or all of the reported shares for purposes of Section 16 or any other purpose. F18 · balance_after: The reporting person also holds 139,614 shares of UFP Technologies, Inc. directly. Read SEC document |
| August 14, 2024 Filed Aug 16, 2024 19:23 UTC |
BAILLY R JEFFREYDirector · CEO
|
SaleCommon Stock, $.01 Par Value | 280 | $316.50 | $88,620.00 |
DisclosureSEC source: 0001062993-24-015260 · form4.xml · nonDerivative · entry 7 BAILLY R JEFFREY · CIK 0001033284 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 114,973 F6 · price: The Price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $316.01 to $316.98, inclusive. The reporting person undertakes to provide UFP Technologies, Inc., any security holder of UFP Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F17 · balance_after: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of any or all of the reported shares for purposes of Section 16 or any other purpose. F18 · balance_after: The reporting person also holds 139,614 shares of UFP Technologies, Inc. directly. Read SEC document |
| August 14, 2024 Filed Aug 16, 2024 19:23 UTC |
BAILLY R JEFFREYDirector · CEO
|
SaleCommon Stock, $.01 Par Value | 288 | $315.78 | $90,944.64 |
DisclosureSEC source: 0001062993-24-015260 · form4.xml · nonDerivative · entry 6 BAILLY R JEFFREY · CIK 0001033284 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 115,253 F5 · price: The Price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $315.07 to $315.92, inclusive. The reporting person undertakes to provide UFP Technologies, Inc., any security holder of UFP Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F17 · balance_after: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of any or all of the reported shares for purposes of Section 16 or any other purpose. F18 · balance_after: The reporting person also holds 139,614 shares of UFP Technologies, Inc. directly. Read SEC document |
| August 14, 2024 Filed Aug 16, 2024 19:23 UTC |
BAILLY R JEFFREYDirector · CEO
|
SaleCommon Stock, $.01 Par Value | 4,890 | $314.12 | $1,536,046.80 |
DisclosureSEC source: 0001062993-24-015260 · form4.xml · nonDerivative · entry 5 BAILLY R JEFFREY · CIK 0001033284 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 115,541 F4 · price: The Price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $314.05 to $314.93, inclusive. The reporting person undertakes to provide UFP Technologies, Inc., any security holder of UFP Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F17 · balance_after: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of any or all of the reported shares for purposes of Section 16 or any other purpose. F18 · balance_after: The reporting person also holds 139,614 shares of UFP Technologies, Inc. directly. Read SEC document |
| August 14, 2024 Filed Aug 16, 2024 19:23 UTC |
BAILLY R JEFFREYDirector · CEO
|
SaleCommon Stock, $.01 Par Value | 1,576 | $313.62 | $494,265.12 |
DisclosureSEC source: 0001062993-24-015260 · form4.xml · nonDerivative · entry 4 BAILLY R JEFFREY · CIK 0001033284 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 120,431 F3 · price: The Price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $313.34 to $313.79, inclusive. The reporting person undertakes to provide UFP Technologies, Inc., any security holder of UFP Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F17 · balance_after: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of any or all of the reported shares for purposes of Section 16 or any other purpose. F18 · balance_after: The reporting person also holds 139,614 shares of UFP Technologies, Inc. directly. Read SEC document |
| August 14, 2024 Filed Aug 16, 2024 19:23 UTC |
BAILLY R JEFFREYDirector · CEO
|
SaleCommon Stock, $.01 Par Value | 116 | $312.12 | $36,205.92 |
DisclosureSEC source: 0001062993-24-015260 · form4.xml · nonDerivative · entry 3 BAILLY R JEFFREY · CIK 0001033284 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 122,007 F17 · balance_after: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of any or all of the reported shares for purposes of Section 16 or any other purpose. F18 · balance_after: The reporting person also holds 139,614 shares of UFP Technologies, Inc. directly. Read SEC document |
| August 14, 2024 Filed Aug 16, 2024 19:23 UTC |
BAILLY R JEFFREYDirector · CEO
|
SaleCommon Stock, $.01 Par Value | 2,917 | $311.53 | $908,733.01 |
DisclosureSEC source: 0001062993-24-015260 · form4.xml · nonDerivative · entry 2 BAILLY R JEFFREY · CIK 0001033284 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 122,123 F2 · price: The Price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $311.07 to $311.95, inclusive. The reporting person undertakes to provide UFP Technologies, Inc., any security holder of UFP Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F17 · balance_after: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of any or all of the reported shares for purposes of Section 16 or any other purpose. F18 · balance_after: The reporting person also holds 139,614 shares of UFP Technologies, Inc. directly. Read SEC document |
| August 14, 2024 Filed Aug 16, 2024 19:23 UTC |
BAILLY R JEFFREYDirector · CEO
|
SaleCommon Stock, $.01 Par Value | 9,817 | $310.32 | $3,046,411.44 |
DisclosureSEC source: 0001062993-24-015260 · form4.xml · nonDerivative · entry 1 BAILLY R JEFFREY · CIK 0001033284 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 125,040 F1 · price: The Price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $310.00 to $310.94, inclusive. The reporting person undertakes to provide UFP Technologies, Inc., any security holder of UFP Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F17 · balance_after: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of any or all of the reported shares for purposes of Section 16 or any other purpose. F18 · balance_after: The reporting person also holds 139,614 shares of UFP Technologies, Inc. directly. Read SEC document |
| August 13, 2024 Filed Aug 14, 2024 21:59 UTC |
BAILLY R JEFFREYDirector · CEO
|
SaleCommon Stock, $.01 Par Value | 4,484 | $310.21 | $1,390,981.64 |
DisclosureSEC source: 0001062993-24-015103 · form4.xml · nonDerivative · entry 2 BAILLY R JEFFREY · CIK 0001033284 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 134,857 F1 · balance_after: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of any or all of the reported shares for purposes of Section 16 or any other purpose. F2 · balance_after: The reporting person also holds 139,614 shares of UFP Technologies, Inc. directly. Read SEC document |
| August 12, 2024 Filed Aug 14, 2024 21:59 UTC |
BAILLY R JEFFREYDirector · CEO
|
SaleCommon Stock, $.01 Par Value | 1,083 | $310.36 | $336,119.88 |
DisclosureSEC source: 0001062993-24-015103 · form4.xml · nonDerivative · entry 1 BAILLY R JEFFREY · CIK 0001033284 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 139,341 F1 · balance_after: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of any or all of the reported shares for purposes of Section 16 or any other purpose. F2 · balance_after: The reporting person also holds 139,614 shares of UFP Technologies, Inc. directly. Read SEC document |
| August 09, 2024 Filed Aug 12, 2024 21:22 UTC |
BAILLY R JEFFREYDirector · CEO
|
SaleCommon Stock, $.01 Par Value | 3,546 | $310.37 | $1,100,572.02 |
DisclosureSEC source: 0001062993-24-014877 · form4.xml · nonDerivative · entry 6 BAILLY R JEFFREY · CIK 0001033284 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 140,424 F1 · balance_after: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of any or all of the reported shares for purposes of Section 16 or any other purpose. Read SEC document |
| August 08, 2024 Filed Aug 12, 2024 21:22 UTC |
BAILLY R JEFFREYDirector · CEO
|
SaleCommon Stock, $.01 Par Value | 100 | $312.27 | $31,227.00 |
DisclosureSEC source: 0001062993-24-014877 · form4.xml · nonDerivative · entry 5 BAILLY R JEFFREY · CIK 0001033284 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 143,970 F1 · balance_after: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of any or all of the reported shares for purposes of Section 16 or any other purpose. Read SEC document |
| August 08, 2024 Filed Aug 12, 2024 21:22 UTC |
BAILLY R JEFFREYDirector · CEO
|
SaleCommon Stock, $.01 Par Value | 2,806 | $311.30 | $873,507.80 |
DisclosureSEC source: 0001062993-24-014877 · form4.xml · nonDerivative · entry 4 BAILLY R JEFFREY · CIK 0001033284 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 144,070 F3 · price: The Price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $311.06 to $311.90, inclusive. The reporting person undertakes to provide UFP Technologies, Inc., any security holder of UFP Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F1 · balance_after: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of any or all of the reported shares for purposes of Section 16 or any other purpose. Read SEC document |
| August 08, 2024 Filed Aug 12, 2024 21:22 UTC |
BAILLY R JEFFREYDirector · CEO
|
SaleCommon Stock, $.01 Par Value | 7,981 | $310.14 | $2,475,227.34 |
DisclosureSEC source: 0001062993-24-014877 · form4.xml · nonDerivative · entry 3 BAILLY R JEFFREY · CIK 0001033284 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 146,876 F2 · price: The Price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $310.00 to $310.86, inclusive. The reporting person undertakes to provide UFP Technologies, Inc., any security holder of UFP Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F1 · balance_after: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of any or all of the reported shares for purposes of Section 16 or any other purpose. Read SEC document |
| August 06, 2024 Filed Aug 6, 2024 22:20 UTC |
LATAILLE RONALD JChief Financial Officer
|
SaleCommon Stock, $.01 Par Value | 156 | $307.36 | $47,948.16 |
DisclosureSEC source: 0001062993-24-014535 · form4.xml · nonDerivative · entry 7 LATAILLE RONALD J · CIK 0001240679 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 46,130 F6 · price: The Price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $307.02 to $307.73, inclusive. The reporting person undertakes to provide UFP Technologies, Inc., any security holder of UFP Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F7 · balance_after: The reporting person also holds 8,673 shares of UFP Technologies, Inc. directly. Read SEC document |
| August 06, 2024 Filed Aug 6, 2024 22:20 UTC |
LATAILLE RONALD JChief Financial Officer
|
SaleCommon Stock, $.01 Par Value | 513 | $306.45 | $157,208.85 |
DisclosureSEC source: 0001062993-24-014535 · form4.xml · nonDerivative · entry 6 LATAILLE RONALD J · CIK 0001240679 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 46,286 F5 · price: The Price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $306.02 to $306.96, inclusive. The reporting person undertakes to provide UFP Technologies, Inc., any security holder of UFP Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F7 · balance_after: The reporting person also holds 8,673 shares of UFP Technologies, Inc. directly. Read SEC document |
| August 06, 2024 Filed Aug 6, 2024 22:20 UTC |
LATAILLE RONALD JChief Financial Officer
|
SaleCommon Stock, $.01 Par Value | 2,797 | $305.19 | $853,616.43 |
DisclosureSEC source: 0001062993-24-014535 · form4.xml · nonDerivative · entry 5 LATAILLE RONALD J · CIK 0001240679 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 46,799 F4 · price: The Price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $305.00 to $305.85, inclusive. The reporting person undertakes to provide UFP Technologies, Inc., any security holder of UFP Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F7 · balance_after: The reporting person also holds 8,673 shares of UFP Technologies, Inc. directly. Read SEC document |
| August 06, 2024 Filed Aug 6, 2024 22:20 UTC |
LATAILLE RONALD JChief Financial Officer
|
SaleCommon Stock, $.01 Par Value | 8,000 | $300.00 | $2,400,000.00 |
DisclosureSEC source: 0001062993-24-014535 · form4.xml · nonDerivative · entry 4 LATAILLE RONALD J · CIK 0001240679 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 49,596 F7 · balance_after: The reporting person also holds 8,673 shares of UFP Technologies, Inc. directly. Read SEC document |
| August 02, 2024 Filed Aug 6, 2024 22:20 UTC |
LATAILLE RONALD JChief Financial Officer
|
SaleCommon Stock, $.01 Par Value | 108 | $320.10 | $34,570.80 |
DisclosureSEC source: 0001062993-24-014535 · form4.xml · nonDerivative · entry 3 LATAILLE RONALD J · CIK 0001240679 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 57,596 F3 · price: The Price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $320.09 to $320.21, inclusive. The reporting person undertakes to provide UFP Technologies, Inc., any security holder of UFP Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F7 · balance_after: The reporting person also holds 8,673 shares of UFP Technologies, Inc. directly. Read SEC document |
| August 02, 2024 Filed Aug 6, 2024 22:20 UTC |
LATAILLE RONALD JChief Financial Officer
|
SaleCommon Stock, $.01 Par Value | 1,142 | $319.50 | $364,869.00 |
DisclosureSEC source: 0001062993-24-014535 · form4.xml · nonDerivative · entry 2 LATAILLE RONALD J · CIK 0001240679 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 57,704 F2 · price: The Price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $319.04 to $319.79, inclusive. The reporting person undertakes to provide UFP Technologies, Inc., any security holder of UFP Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F7 · balance_after: The reporting person also holds 8,673 shares of UFP Technologies, Inc. directly. Read SEC document |
| August 02, 2024 Filed Aug 6, 2024 22:20 UTC |
LATAILLE RONALD JChief Financial Officer
|
SaleCommon Stock, $.01 Par Value | 348 | $318.71 | $110,911.08 |
DisclosureSEC source: 0001062993-24-014535 · form4.xml · nonDerivative · entry 1 LATAILLE RONALD J · CIK 0001240679 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 58,846 F1 · price: The Price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $318.00 to $318.95, inclusive. The reporting person undertakes to provide UFP Technologies, Inc., any security holder of UFP Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F7 · balance_after: The reporting person also holds 8,673 shares of UFP Technologies, Inc. directly. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 22:10 UTC |
Hassett Joseph JohnDirector
|
GrantStock Option (Right to Buy) · Derivative | 493 | $0.00 Strike: $260.92 | $0.00 |
DisclosureSEC source: 0001062993-24-012217 · form4.xml · derivative · entry 2 Hassett Joseph · CIK 0001641388 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 493 Underlying: Common Stock, $.01 Par Value · 493 shares Expires 2034-06-05 Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 22:10 UTC |
Hassett Joseph JohnDirector
|
GrantCommon Stock, $.01 Par Value | 230 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-012217 · form4.xml · nonDerivative · entry 1 Hassett Joseph · CIK 0001641388 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,175 F1 · shares: Represents restricted stock units issued under the issuer's 2009 Non-Employee Director Stock Incentive Plan that are to be settled solely in shares of Common Stock. The units vest with respect to 100% of the shares on May 31, 2025, so long as the recipient continues as a director of the Issuer through the vesting date. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 22:09 UTC |
Hudson SymeriaDirector
|
GrantStock Option (Right to Buy) · Derivative | 493 | $0.00 Strike: $260.92 | $0.00 |
DisclosureSEC source: 0001062993-24-012216 · form4.xml · derivative · entry 2 Hudson Symeria · CIK 0001932366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 493 Underlying: Common Stock, $.01 Par Value · 493 shares Expires 2034-06-05 Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 22:09 UTC |
Hudson SymeriaDirector
|
GrantCommon Stock, $.01 Par Value | 230 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-012216 · form4.xml · nonDerivative · entry 1 Hudson Symeria · CIK 0001932366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,175 F1 · shares: Represents restricted stock units issued under the issuer's 2009 Non-Employee Director Stock Incentive Plan that are to be settled solely in shares of Common Stock. The units vest with respect to 100% of the shares on May 31, 2025, so long as the recipient continues as a director of the Issuer through the vesting date. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 22:09 UTC |
FELDMANN CYNTHIA LDirector
|
GrantStock Option (Right to Buy) · Derivative | 493 | $0.00 Strike: $260.92 | $0.00 |
DisclosureSEC source: 0001062993-24-012215 · form4.xml · derivative · entry 2 FELDMANN CYNTHIA L · CIK 0001264554 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 493 Underlying: Common Stock, $.01 Par Value · 493 shares Expires 2034-06-05 Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 22:09 UTC |
FELDMANN CYNTHIA LDirector
|
GrantCommon Stock, $.01 Par Value | 230 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-012215 · form4.xml · nonDerivative · entry 1 FELDMANN CYNTHIA L · CIK 0001264554 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,696 F1 · shares: Represents restricted stock units issued under the issuer's 2009 Non-Employee Director Stock Incentive Plan that are to be settled solely in shares of Common Stock. The units vest with respect to 100% of the shares on May 31, 2025, so long as the recipient continues as a director of the Issuer through the vesting date. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 22:08 UTC |
CROTEAU DANIEL CDirector
|
GrantStock Option (Right to Buy) · Derivative | 493 | $0.00 Strike: $260.92 | $0.00 |
DisclosureSEC source: 0001062993-24-012214 · form4.xml · derivative · entry 2 CROTEAU DANIEL C · CIK 0001193968 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 493 Underlying: Common Stock, $.01 Par Value · 493 shares Expires 2034-06-05 Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 22:08 UTC |
CROTEAU DANIEL CDirector
|
GrantCommon Stock, $.01 Par Value | 230 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-012214 · form4.xml · nonDerivative · entry 1 CROTEAU DANIEL C · CIK 0001193968 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,631 F1 · shares: Represents restricted stock units issued under the issuer's 2009 Non-Employee Director Stock Incentive Plan that are to be settled solely in shares of Common Stock. The units vest with respect to 100% of the shares on May 31, 2025, so long as the recipient continues as a director of the Issuer through the vesting date. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 22:07 UTC |
KOZIN MARC DDirector
|
GrantStock Option (Right to Buy) · Derivative | 493 | $0.00 Strike: $260.92 | $0.00 |
DisclosureSEC source: 0001062993-24-012212 · form4.xml · derivative · entry 2 KOZIN MARC D · CIK 0001241647 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 493 Underlying: Common Stock, $.01 Par Value · 493 shares Expires 2034-06-05 Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 22:07 UTC |
KOZIN MARC DDirector
|
GrantCommon Stock, $.01 Par Value | 230 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-012212 · form4.xml · nonDerivative · entry 1 KOZIN MARC D · CIK 0001241647 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,185 F1 · shares: Represents restricted stock units issued under the issuer's 2009 Non-Employee Director Stock Incentive Plan that are to be settled solely in shares of Common Stock. The units vest with respect to 100% of the shares on May 31, 2025, so long as the recipient continues as a director of the Issuer through the vesting date. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 22:07 UTC |
OBERDORF THOMASDirector
|
GrantStock Option (Right to Buy) · Derivative | 493 | $0.00 Strike: $260.92 | $0.00 |
DisclosureSEC source: 0001062993-24-012213 · form4.xml · derivative · entry 2 OBERDORF THOMAS · CIK 0001229625 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 493 Underlying: Common Stock, $.01 Par Value · 493 shares Expires 2034-06-05 Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 22:07 UTC |
OBERDORF THOMASDirector
|
GrantCommon Stock, $.01 Par Value | 230 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-012213 · form4.xml · nonDerivative · entry 1 OBERDORF THOMAS · CIK 0001229625 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,007 F1 · shares: Represents restricted stock units issued under the issuer's 2009 Non-Employee Director Stock Incentive Plan that are to be settled solely in shares of Common Stock. The units vest with respect to 100% of the shares on May 31, 2025, so long as the recipient continues as a director of the Issuer through the vesting date. Read SEC document |
| April 25, 2024 Filed Apr 29, 2024 22:44 UTC |
OBERDORF THOMASDirector
|
Exercise / conversionStock Option (Right to Buy) · Derivative | 2,088 | $0.00 Strike: $25.04 | $0.00 |
DisclosureSEC source: 0001062993-24-009021 · form4.xml · derivative · entry 2 OBERDORF THOMAS · CIK 0001229625 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 2,088 shares Expires 2024-06-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 25, 2024 Filed Apr 29, 2024 22:44 UTC |
OBERDORF THOMASDirector
|
Exercise / conversionCommon Stock, $.01 Par Value | 2,088 | $25.04 | $52,283.52 |
DisclosureSEC source: 0001062993-24-009021 · form4.xml · nonDerivative · entry 1 OBERDORF THOMAS · CIK 0001229625 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,777 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 26, 2024 Filed Aug 12, 2024 21:22 UTC |
BAILLY R JEFFREYDirector · CEO
|
GiftCommon Stock, $.01 Par Value | 154,857 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-014877 · form4.xml · nonDerivative · entry 2 BAILLY R JEFFREY · CIK 0001033284 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · In Trust Disclosed balance after: 154,857 F1 · balance_after: The reporting person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of any or all of the reported shares for purposes of Section 16 or any other purpose. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.