Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVERSAL TECHNICAL INSTITUTE INCUTI · Entity 4868 | Concorde Division President | June 22, 2026 | June 25, 2026 |
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 June 22, 2026 · Filed June 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.0001 par valueSEC Table I · non-derivative | Direct | 27,025 |
Reported balance
After 2026-06-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-22 · Sale · Disposed 4,545 · Balance 27,025 F1: The total in Column 5 includes 14,232 restricted stock units that the reporting person previously reported in Table II of Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: The total in Column 5 includes 14,232 restricted stock units that the reporting person previously reported in Table II of Form 4.
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 |
|---|---|---|---|---|---|---|
| June 22, 2026 Filed Jun 25, 2026 00:42 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | SaleCommon Stock, $0.0001 par value | 4,545 | $40.00 | $181,800.00 |
DisclosureSEC source: 0001193125-26-281531 · ownership.xml · nonDerivative · entry 1 Prehn Kevin · CIK 0002002125 · Concorde Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,025 F1 · balance_after: The total in Column 5 includes 14,232 restricted stock units that the reporting person previously reported in Table II of Form 4. Read SEC document |
| December 17, 2025 Filed Dec 19, 2025 22:00 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Tax withholdingCommon Stock, $0.0001 par value | 921 | $26.06 | $24,001.26 |
DisclosureSEC source: 0001193125-25-327034 · ownership.xml · nonDerivative · entry 1 Prehn Kevin · CIK 0002002125 · Concorde Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,241 F1 · shares: Shares withheld by the issuer to satisfy tax-withholding obligations upon vesting of restricted stock units granted on December 9, 2024. Read SEC document |
| December 11, 2025 Filed Dec 13, 2025 01:15 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Tax withholdingCommon Stock, $0.0001 par value | 1,698 | $24.55 | $41,685.90 |
DisclosureSEC source: 0001193125-25-318035 · ownership.xml · nonDerivative · entry 5 Prehn Kevin · CIK 0002002125 · Concorde Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,162 F6 · shares: Shares withheld by the issuer to satisfy tax-withholding obligations upon vesting of restricted stock units granted on December 8, 2023. Read SEC document |
| December 11, 2025 Filed Dec 13, 2025 01:15 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Tax withholdingCommon Stock, $0.0001 par value | 416 | $24.55 | $10,212.80 |
DisclosureSEC source: 0001193125-25-318035 · ownership.xml · nonDerivative · entry 4 Prehn Kevin · CIK 0002002125 · Concorde Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,860 F5 · shares: Shares withheld by the issuer to satisfy tax-withholding obligations upon vesting of restricted stock units granted on December 8, 2022. Read SEC document |
| December 11, 2025 Filed Dec 13, 2025 01:15 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Tax withholdingCommon Stock, $0.0001 par value | 2,319 | $24.55 | $56,931.45 |
DisclosureSEC source: 0001193125-25-318035 · ownership.xml · nonDerivative · entry 3 Prehn Kevin · CIK 0002002125 · Concorde Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,276 F4 · shares: Shares withheld by the issuer to satisfy tax-withholding obligations upon settlement of the performance-based restricted stock units granted on December 8, 2022 referenced in footnote 1. Read SEC document |
| December 10, 2025 Filed Dec 13, 2025 01:15 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 7,435 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-318035 · ownership.xml · nonDerivative · entry 2 Prehn Kevin · CIK 0002002125 · Concorde Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,595 F2 · shares: The restricted stock units ("RSU") vest in three equal installments beginning on December 15, 2026. F3 · price: Each RSU represents a contingent right to receive one share of issuer's Common Stock. Read SEC document |
| December 08, 2025 Filed Dec 13, 2025 01:15 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 6,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-318035 · ownership.xml · nonDerivative · entry 1 Prehn Kevin · CIK 0002002125 · Concorde Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,160 F1 · shares: Shares underlying a performance-based restricted stock unit award that was earned on the basis of the issuer's achievement of certain performance vesting criteria (as stated in the agreement governing the award). Read SEC document |
| December 08, 2024 Filed Dec 11, 2024 02:12 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Tax withholdingCommon Stock, $0.0001 par value | 2,108 | $25.62 | $54,006.96 |
DisclosureSEC source: 0000950170-24-135164 · ownership.xml · nonDerivative · entry 2 Prehn Kevin · CIK 0002002125 · Concorde Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,680 Read SEC document |
| December 08, 2024 Filed Dec 11, 2024 02:12 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 7,718 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-135164 · ownership.xml · nonDerivative · entry 1 Prehn Kevin · CIK 0002002125 · Concorde Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,788 F1 · shares: The restricted stock units ("RSU") vest in three equal installments beginning on December 15, 2025. F2 · price: Each RSU represents a contingent right to receive one share of issuer's Common Stock. F3 · balance_after: The reported transaction involved the reporting person's receipt of a grant of 7,718 ("RSUs"). The reporting person has reported prior awards of RSUs in Table II of Form 4. The total reported in Column 5 includes the 7,718 newly awarded RSUs, 2,322 RSU's previously reported in Table II and 748 shares of common stock. Read SEC document |
| February 15, 2024 Filed Feb 16, 2024 21:52 UTC Amendment | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Exercise / conversionRestricted Stock Units · Derivative | 1,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001261654-24-000013 · wk-form4a_1708120352.xml · derivative · entry 3 Prehn Kevin · CIK 0002002125 · Concorde Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,322 Underlying: Common Stock, $0.0001 par value · 1,160 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of UTI Common Stock. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on December 8, 2023. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on December 8, 2023. Read SEC document |
| February 15, 2024 Filed Feb 16, 2024 21:52 UTC Amendment | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Tax withholdingCommon Stock, $0.0001 par value | 412 | $11.88 | $4,894.56 |
DisclosureSEC source: 0001261654-24-000013 · wk-form4a_1708120352.xml · nonDerivative · entry 2 Prehn Kevin · CIK 0002002125 · Concorde Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 748 F1 · price: Shares withheld to satisfy tax liability for the vesting of restricted stock units granted on 12/8/2022. Read SEC document |
| February 15, 2024 Filed Feb 16, 2024 21:52 UTC Amendment | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Exercise / conversionCommon Stock, $0.0001 par value | 1,160 | $11.88 | $13,780.80 |
DisclosureSEC source: 0001261654-24-000013 · wk-form4a_1708120352.xml · nonDerivative · entry 1 Prehn Kevin · CIK 0002002125 · Concorde Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,160 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 |
| December 08, 2023 Filed Dec 13, 2023 13:57 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantPerformance Units · Derivative | 53,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001261654-23-000119 · wk-form4_1702475859.xml · derivative · entry 5 Prehn Kevin · CIK 0002002125 · Concorde Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,370 Underlying: Common Stock, $0.0001 par value · 53,370 shares Expires not disclosed F5 · derivative.exercise_price: Each performance unit represents a contingent right to receive one share of the UTI Common Stock, 60% of which vest based on revenue for the fiscal year ending September 30, 2026 and 40% of which vest based on adjusted EBITDA for the fiscal year ending September 30, 2026. F5 · derivative.exercise_date: Each performance unit represents a contingent right to receive one share of the UTI Common Stock, 60% of which vest based on revenue for the fiscal year ending September 30, 2026 and 40% of which vest based on adjusted EBITDA for the fiscal year ending September 30, 2026. F5 · derivative.expiration_date: Each performance unit represents a contingent right to receive one share of the UTI Common Stock, 60% of which vest based on revenue for the fiscal year ending September 30, 2026 and 40% of which vest based on adjusted EBITDA for the fiscal year ending September 30, 2026. Read SEC document |
| December 08, 2023 Filed Dec 13, 2023 13:57 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantRestricted Stock Units · Derivative | 28,464 | $0.00 | $0.00 |
DisclosureSEC source: 0001261654-23-000119 · wk-form4_1702475859.xml · derivative · entry 4 Prehn Kevin · CIK 0002002125 · Concorde Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,464 Underlying: Common Stock, $0.0001 par value · 28,464 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of UTI Common Stock. F4 · derivative.exercise_date: Vesting of restricted stock units granted on 12/08/2022. F4 · derivative.expiration_date: Vesting of restricted stock units granted on 12/08/2022. Read SEC document |
| December 08, 2023 Filed Dec 13, 2023 13:57 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Exercise / conversionRestricted Stock Units · Derivative | 1,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001261654-23-000119 · wk-form4_1702475859.xml · derivative · entry 3 Prehn Kevin · CIK 0002002125 · Concorde Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,320 Underlying: Common Stock, $0.0001 par value · 1,160 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of UTI Common Stock. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on December 8, 2023. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on December 8, 2023. Read SEC document |
| December 08, 2023 Filed Dec 13, 2023 13:57 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Tax withholdingCommon Stock, $0.0001 par value | 315 | $11.88 | $3,742.20 |
DisclosureSEC source: 0001261654-23-000119 · wk-form4_1702475859.xml · nonDerivative · entry 2 Prehn Kevin · CIK 0002002125 · Concorde Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 845 F2 · price: Shares withheld to satisfy tax liability for the vesting of restricted stock units granted on 12/8/2022. Read SEC document |
| December 08, 2023 Filed Dec 13, 2023 13:57 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Exercise / conversionCommon Stock, $0.0001 par value | 1,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001261654-23-000119 · wk-form4_1702475859.xml · nonDerivative · entry 1 Prehn Kevin · CIK 0002002125 · Concorde Division President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,160 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. F1 · price: Each restricted stock unit represents a contingent right to receive one share of UTI Common Stock. 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.