Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVERSAL TECHNICAL INSTITUTE INCUTI · Entity 4868 | Director | February 27, 2020 | February 28, 2020 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
UNIVERSAL TECHNICAL INSTITUTE INC
Report date February 27, 2020 · Filed February 28, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.0001 par valueSEC Table I · non-derivative | Direct | 89,749 |
Reported balance
After 2020-02-27 transaction · row 1
1 source rowRow 1 · 2020-02-27 · Grant · Acquired 6,712 · Balance 89,749 F1: The award was approved by the Compensation Committee of UTI's Board of Directors and UTI's Board of Directors on February 27, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: The award was approved by the Compensation Committee of UTI's Board of Directors and UTI's Board of Directors on February 27, 2020.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 27, 2020 Filed Feb 28, 2020 21:10 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 6,712 | $7.45 | $50,004.40 |
DisclosureSEC source: 0001209191-20-013776 · doc4.xml · nonDerivative · entry 1 Paige Roderick R · CIK 0001368337 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,749 F1 · shares: The award was approved by the Compensation Committee of UTI's Board of Directors and UTI's Board of Directors on February 27, 2020. Read SEC document |
| February 27, 2019 Filed Feb 28, 2019 22:48 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 14,286 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-014654 · doc4.xml · nonDerivative · entry 1 Paige Roderick R · CIK 0001368337 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,037 F1 · shares: The award was approved by the Compensation Committee of UTI's Board of Directors and UTI's Board of Directors on February 27, 2019. Read SEC document |
| March 06, 2018 Filed Mar 8, 2018 23:31 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 18,797 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-018273 · doc4.xml · nonDerivative · entry 1 Paige Roderick R · CIK 0001368337 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,751 F1 · shares: The award was approved by the Compensation Committee of UTI's Board of Directors and UTI's Board of Directors on March 7, 2018. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 23:06 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 14,286 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016879 · doc4.xml · nonDerivative · entry 1 Paige Roderick R · CIK 0001368337 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,954 F1 · shares: The award was approved by the Compensation Committee of UTI's Board of Directors on February 28, 2017. UTI's Board of Directors approved the award on March 1, 2017. 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.