Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVERSAL TECHNICAL INSTITUTE INCUTI · Entity 4868 | Director | May 11, 2026 | May 13, 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 May 11, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.0001 par valueSEC Table I · non-derivative | Direct | 127,564 |
Reported balance
After 2026-05-11 transaction · row 1
1 source rowRow 1 · 2026-05-11 · Sale · Disposed 15,000 · Balance 127,564 F1: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $36.52 to $37.32. The reporting person undertakes to provide the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the 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 $36.52 to $37.32. The reporting person undertakes to provide the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the 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 |
|---|---|---|---|---|---|---|
| May 11, 2026 Filed May 13, 2026 22:54 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | SaleCommon Stock, $0.0001 par value | 15,000 | $36.59 | $548,800.50 |
DisclosureSEC source: 0001193125-26-222170 · ownership.xml · nonDerivative · entry 1 SRERE LINDA J · CIK 0001193863 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,564 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $36.52 to $37.32. The reporting person undertakes to provide the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. Read SEC document |
| March 05, 2026 Filed Mar 6, 2026 23:00 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 3,565 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-097032 · ownership.xml · nonDerivative · entry 1 SRERE LINDA J · CIK 0001193863 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,564 F1 · shares: The shares were issued as non-employee director compensation under the Universal Technical Institute, Inc. Amended and Restated 2021 Equity Incentive Plan and the award was approved by UTI's Board of Directors on March 5, 2026. Read SEC document |
| June 05, 2025 Filed Jun 7, 2025 01:00 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 714 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-083405 · ownership.xml · nonDerivative · entry 1 SRERE LINDA J · CIK 0001193863 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,999 F1 · shares: The shares were issued as non-employee director compensation under the Universal Technical Institute, Inc. Amended and Restated 2021 Equity Incentive Plan and the award was approved by UTI's Board of Directors on June 5, 2025. Read SEC document |
| February 27, 2025 Filed Mar 3, 2025 22:00 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 3,599 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-030982 · ownership.xml · nonDerivative · entry 1 SRERE LINDA J · CIK 0001193863 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,285 F1 · shares: The shares were issued as non-employee director compensation under the Universal Technical Institute, Inc. Amended and Restated 2021 Equity Incentive Plan and the award was approved by the Compensation Committee of UTI's Board of Directors on February 27, 2025. The shares are fully vested on the date of grant. Read SEC document |
| November 26, 2024 Filed Nov 29, 2024 23:04 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 30,000 | $0.00 Strike: $3.14 | $0.00 |
DisclosureSEC source: 0000950170-24-131925 · ownership.xml · derivative · entry 3 SRERE LINDA J · CIK 0001193863 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,000 shares Expires 2025-12-05 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 |
| November 26, 2024 Filed Nov 29, 2024 23:04 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | SaleCommon Stock, $0.0001 par value | 30,000 | $25.53 | $765,900.00 |
DisclosureSEC source: 0000950170-24-131925 · ownership.xml · nonDerivative · entry 2 SRERE LINDA J · CIK 0001193863 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,686 F1 · price: The prices reported in Column 4 reflect a weighted average price. These shares were sold in multiple transactions at various prices. Read SEC document |
| November 26, 2024 Filed Nov 29, 2024 23:04 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Exercise / conversionCommon Stock, $0.0001 par value | 30,000 | $3.14 | $94,200.00 |
DisclosureSEC source: 0000950170-24-131925 · ownership.xml · nonDerivative · entry 1 SRERE LINDA J · CIK 0001193863 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,686 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 |
| February 28, 2024 Filed Mar 1, 2024 20:45 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 6,789 | $0.00 | $0.00 |
DisclosureSEC source: 0001261654-24-000032 · wk-form4_1709325906.xml · nonDerivative · entry 1 SRERE LINDA J · CIK 0001193863 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,686 F1 · shares: The shares were issued as non-employee director compensation under the Universal Technical Institute, Inc. 2021 Equity Incentive Plan and the award was approved by the Compensation Committee of UTI's Board of Directors on February 28, 2024. Read SEC document |
| February 22, 2023 Filed Feb 23, 2023 18:41 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 9,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001261654-23-000047 · wf-form4_167717767571873.xml · nonDerivative · entry 1 SRERE LINDA J · CIK 0001193863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,897 F1 · shares: The shares were issued as non-employee director compensation under the Universal Technical Institute, Inc. 2021 Equity Incentive Plan and the award was approved by the Compensation Committee of UTI's Board of Directors on February 22, 2023. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 22:56 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 8,772 | $0.00 | $0.00 |
DisclosureSEC source: 0001261654-22-000057 · wf-form4_164608895524002.xml · nonDerivative · entry 1 SRERE LINDA J · CIK 0001193863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,002 F1 · shares: The shares were issued as non-employee director compensation under the Universal Technical Institute, Inc. 2021 Equity Incentive Plan and the award was approved by the Compensation Committee of UTI's Board of Directors on February 24, 2022. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 22:17 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 11,905 | $6.30 | $75,001.50 |
DisclosureSEC source: 0001261654-21-000029 · wf-form4_161437785839773.xml · nonDerivative · entry 1 SRERE LINDA J · CIK 0001193863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,230 F1 · shares: The shares were issued as non-employee director compensation under the Universal Technical Institute, Inc. 2021 Equity Incentive Plan and the award was approved by the Compensation Committee of UTI's Board of Directors on February 24, 2021. Read SEC document |
| February 27, 2020 Filed Feb 28, 2020 21:09 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 10,739 | $7.45 | $80,005.55 |
DisclosureSEC source: 0001209191-20-013775 · doc4.xml · nonDerivative · entry 1 SRERE LINDA J · CIK 0001193863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,325 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 22:41 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 14,286 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-014640 · doc4.xml · nonDerivative · entry 1 SRERE LINDA J · CIK 0001193863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,586 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 |
| December 05, 2018 Filed Dec 7, 2018 22:19 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantDirector Stock Option (Right To Buy) · Derivative | 30,000 | $0.00 Strike: $3.14 | $0.00 |
DisclosureSEC source: 0001209191-18-061548 · doc4.xml · derivative · entry 1 SRERE LINDA J · CIK 0001193863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires 2025-12-05 F1 · derivative.exercise_date: 100% of the shares subject to the option shall immediately vest and become exercisable. Read SEC document |
| March 06, 2018 Filed Mar 8, 2018 23:32 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 18,797 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-018280 · doc4.xml · nonDerivative · entry 1 SRERE LINDA J · CIK 0001193863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,300 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 23:04 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 14,286 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016874 · doc4.xml · nonDerivative · entry 1 SRERE LINDA J · CIK 0001193863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,503 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.