Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVERSAL TECHNICAL INSTITUTE INCUTI · Entity 4868 | Senior Vice President and CAO | June 05, 2026 | June 09, 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 05, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.0001 par valueSEC Table I · non-derivative | Direct | 43,006 |
Reported balance
After 2026-06-05 transaction · row 1
1 source rowRow 1 · 2026-06-05 · Sale · Disposed 3,500 · Balance 43,006 F1: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $44.10 to $44.975. The reporting person undertakes to provide to the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within range set forth herein. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $44.10 to $44.975. The reporting person undertakes to provide to the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within range set forth herein.
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 05, 2026 Filed Jun 9, 2026 01:26 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | SaleCommon Stock, $0.0001 par value | 3,500 | $44.42 | $155,476.30 |
DisclosureSEC source: 0001193125-26-262683 · ownership.xml · nonDerivative · entry 1 Kline Christine · CIK 0002002128 · Senior Vice President and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,006 F1 · shares: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $44.10 to $44.975. The reporting person undertakes to provide to the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within range set forth herein. 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 | 2,171 | $26.06 | $56,576.26 |
DisclosureSEC source: 0001193125-25-327028 · ownership.xml · nonDerivative · entry 1 Kline Christine · CIK 0002002128 · Senior Vice President and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,506 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 01:07 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Tax withholdingCommon Stock, $0.0001 par value | 441 | $24.55 | $10,826.55 |
DisclosureSEC source: 0001193125-25-318017 · ownership.xml · nonDerivative · entry 4 Kline Christine · CIK 0002002128 · Senior Vice President and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,677 F5 · 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 01:07 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Tax withholdingCommon Stock, $0.0001 par value | 387 | $24.55 | $9,500.85 |
DisclosureSEC source: 0001193125-25-318017 · ownership.xml · nonDerivative · entry 3 Kline Christine · CIK 0002002128 · Senior Vice President and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,118 F4 · 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 01:07 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Tax withholdingCommon Stock, $0.0001 par value | 1,625 | $24.55 | $39,893.75 |
DisclosureSEC source: 0001193125-25-318017 · ownership.xml · nonDerivative · entry 2 Kline Christine · CIK 0002002128 · Senior Vice President and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,505 F3 · 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. Read SEC document |
| December 10, 2025 Filed Dec 13, 2025 01:07 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 4,647 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-318017 · ownership.xml · nonDerivative · entry 1 Kline Christine · CIK 0002002128 · Senior Vice President and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,130 F1 · shares: The restricted stock units ("RSU") vest in three equal installments beginning on December 15, 2026. F2 · price: Each RSU represents a contingent right to receive one share of issuer's Common Stock. Read SEC document |
| December 08, 2025 Filed Dec 11, 2025 00:13 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 5,832 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-314583 · ownership.xml · nonDerivative · entry 1 Kline Christine · CIK 0002002128 · Senior Vice President and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,483 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 17, 2024 Filed Dec 18, 2024 02:36 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Tax withholdingCommon Stock, $0.0001 par value | 626 | $25.77 | $16,132.02 |
DisclosureSEC source: 0000950170-24-137567 · ownership.xml · nonDerivative · entry 2 Kline Christine · CIK 0002002128 · Interim CFO and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,651 Read SEC document |
| December 13, 2024 Filed Dec 18, 2024 02:36 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 2,246 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-137567 · ownership.xml · nonDerivative · entry 1 Kline Christine · CIK 0002002128 · Interim CFO and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,277 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 02:14 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Tax withholdingCommon Stock, $0.0001 par value | 1,131 | $25.62 | $28,976.22 |
DisclosureSEC source: 0000950170-24-135166 · ownership.xml · nonDerivative · entry 2 Kline Christine · CIK 0002002128 · Interim CFO and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,031 Read SEC document |
| December 08, 2024 Filed Dec 11, 2024 02:14 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 23,386 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-135166 · ownership.xml · nonDerivative · entry 1 Kline Christine · CIK 0002002128 · Interim CFO and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,162 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 23,386 ("RSUs") granted on December 9, 2024. The reporting person has reported prior awards of RSUs in Table II of Form 4. The total reported in Column 5 includes the 23,386 newly awarded RSUs, 8,604 RSU's previously reported in Table II and 8,172 shares of common stock. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 23:50 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Exercise / conversionPerformance Units · Derivative | 2,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001261654-23-000135 · wk-form4_1702943435.xml · derivative · entry 3 Kline Christine · CIK 0002002128 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.0001 par value · 2,105 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 performance unit represents a contingent right to receive one share of the Company's Common Stock, $0.0001 par value, 60% of which vest based on revenue for the fiscal year ending September 30, 2023 and 40% of which vest based on income (loss) from operations for the fiscal year ending September 30, 2023, the sum of which will be adjusted by a compound annual total shareholder return ("TSR") modifier (which modifier may result in the adjustment of the performance units by up to 25% either upward or downward). For purposes of determining the TSR, the change in the price of the Company's common stock is based upon the 30-trading day average closing stock price (i) ending on and including the grant date, and (ii) ending on and including the last day of the Performance Period. The amount represents the maximum number of shares that may be delivered pursuant to the award, which is 187.5% of the target number of shares. F2 · derivative.exercise_date: Each performance unit represents a contingent right to receive one share of the Company's Common Stock, $0.0001 par value, 60% of which vest based on revenue for the fiscal year ending September 30, 2023 and 40% of which vest based on income (loss) from operations for the fiscal year ending September 30, 2023, the sum of which will be adjusted by a compound annual total shareholder return ("TSR") modifier (which modifier may result in the adjustment of the performance units by up to 25% either upward or downward). For purposes of determining the TSR, the change in the price of the Company's common stock is based upon the 30-trading day average closing stock price (i) ending on and including the grant date, and (ii) ending on and including the last day of the Performance Period. The amount represents the maximum number of shares that may be delivered pursuant to the award, which is 187.5% of the target number of shares. F2 · derivative.expiration_date: Each performance unit represents a contingent right to receive one share of the Company's Common Stock, $0.0001 par value, 60% of which vest based on revenue for the fiscal year ending September 30, 2023 and 40% of which vest based on income (loss) from operations for the fiscal year ending September 30, 2023, the sum of which will be adjusted by a compound annual total shareholder return ("TSR") modifier (which modifier may result in the adjustment of the performance units by up to 25% either upward or downward). For purposes of determining the TSR, the change in the price of the Company's common stock is based upon the 30-trading day average closing stock price (i) ending on and including the grant date, and (ii) ending on and including the last day of the Performance Period. The amount represents the maximum number of shares that may be delivered pursuant to the award, which is 187.5% of the target number of shares. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 23:50 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Tax withholdingCommon Stock, $0.0001 par value | 587 | $10.94 | $6,421.78 |
DisclosureSEC source: 0001261654-23-000135 · wk-form4_1702943435.xml · nonDerivative · entry 2 Kline Christine · CIK 0002002128 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,172 F1 · shares: Shares withheld to satisfy tax liability for the vesting of performance units granted on 12/10/2020. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 23:50 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Exercise / conversionCommon Stock, $0.0001 par value | 2,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001261654-23-000135 · wk-form4_1702943435.xml · nonDerivative · entry 1 Kline Christine · CIK 0002002128 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,759 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 10, 2023 Filed Dec 13, 2023 14:25 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Exercise / conversionRestricted Stock Units · Derivative | 1,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001261654-23-000129 · wk-form4_1702477520.xml · derivative · entry 10 Kline Christine · CIK 0002002128 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.0001 par value · 1,162 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. F8 · derivative.exercise_date: Shares of Common Stock received from vesting of restricted stock units granted on 12/10/2020. F8 · derivative.expiration_date: Shares of Common Stock received from vesting of restricted stock units granted on 12/10/2020. Read SEC document |
| December 10, 2023 Filed Dec 13, 2023 14:25 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Tax withholdingCommon Stock, $0.0001 par value | 324 | $11.88 | $3,849.12 |
DisclosureSEC source: 0001261654-23-000129 · wk-form4_1702477520.xml · nonDerivative · entry 6 Kline Christine · CIK 0002002128 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,654 F4 · price: Shares withheld to satisfy tax liability for the vesting of restricted stock units granted on 12/10/2020. Read SEC document |
| December 10, 2023 Filed Dec 13, 2023 14:25 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Exercise / conversionCommon Stock, $0.0001 par value | 1,162 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001261654-23-000129 · wk-form4_1702477520.xml · nonDerivative · entry 5 Kline Christine · CIK 0002002128 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,978 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 |
| December 08, 2023 Filed Dec 13, 2023 14:25 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Exercise / conversionRestricted Stock Units · Derivative | 1,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001261654-23-000129 · wk-form4_1702477520.xml · derivative · entry 9 Kline Christine · CIK 0002002128 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,775 Underlying: Common Stock, $0.0001 par value · 1,387 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. F7 · derivative.exercise_date: Vesting of restricted stock units granted on 12/08/2022. F7 · derivative.expiration_date: Vesting of restricted stock units granted on 12/08/2022. Read SEC document |
| December 08, 2023 Filed Dec 13, 2023 14:25 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantRestricted Stock Units · Derivative | 4,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001261654-23-000129 · wk-form4_1702477520.xml · derivative · entry 8 Kline Christine · CIK 0002002128 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,744 Underlying: Common Stock, $0.0001 par value · 4,744 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of UTI Common Stock. F6 · derivative.exercise_date: The restricted stock units vest in three equal installments beginning on December 8, 2024. F6 · derivative.expiration_date: The restricted stock units vest in three equal installments beginning on December 8, 2024. Read SEC document |
| December 08, 2023 Filed Dec 13, 2023 14:25 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Exercise / conversionRestricted Stock Units · Derivative | 1,085 | $0.00 | $0.00 |
DisclosureSEC source: 0001261654-23-000129 · wk-form4_1702477520.xml · derivative · entry 7 Kline Christine · CIK 0002002128 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,085 Underlying: Common Stock, $0.0001 par value · 1,085 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. F5 · derivative.exercise_date: Vesting of restricted stock units granted on 12/08/2021. F5 · derivative.expiration_date: Vesting of restricted stock units granted on 12/08/2021. Read SEC document |
| December 08, 2023 Filed Dec 13, 2023 14:25 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Tax withholdingCommon Stock, $0.0001 par value | 387 | $11.88 | $4,597.56 |
DisclosureSEC source: 0001261654-23-000129 · wk-form4_1702477520.xml · nonDerivative · entry 4 Kline Christine · CIK 0002002128 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,816 F3 · 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 14:25 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Exercise / conversionCommon Stock, $0.0001 par value | 1,387 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001261654-23-000129 · wk-form4_1702477520.xml · nonDerivative · entry 3 Kline Christine · CIK 0002002128 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,203 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 |
| December 08, 2023 Filed Dec 13, 2023 14:25 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Tax withholdingCommon Stock, $0.0001 par value | 303 | $11.88 | $3,599.64 |
DisclosureSEC source: 0001261654-23-000129 · wk-form4_1702477520.xml · nonDerivative · entry 2 Kline Christine · CIK 0002002128 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,816 F2 · price: Shares withheld to satisfy tax liability for the vesting of restricted stock units granted on 12/08/2021. Read SEC document |
| December 08, 2023 Filed Dec 13, 2023 14:25 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Exercise / conversionCommon Stock, $0.0001 par value | 1,085 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001261654-23-000129 · wk-form4_1702477520.xml · nonDerivative · entry 1 Kline Christine · CIK 0002002128 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,119 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.