Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVERSAL TECHNICAL INSTITUTE INCUTI · Entity 4868 | Director | March 17, 2026 | March 18, 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 March 17, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.0001 par valueSEC Table I · non-derivative | IndirectBy the Brochick Family Trust | 27,516 |
Reported balance
After 2026-03-17 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-03-17 · Sale · Disposed 5,000 · Balance 27,516 F1: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $36.5801 to $36.70. 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. |
| Common Stock, $0.0001 par valueSEC Table I · non-derivative | Direct | 4,279 |
Reported balance
Holding disclosure · report date 2026-03-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,279 |
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 $36.5801 to $36.70. 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 |
|---|---|---|---|---|---|---|
| March 17, 2026 Filed Mar 18, 2026 22:34 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | SaleCommon Stock, $0.0001 par value | 5,000 | $36.59 | $182,938.50 |
DisclosureSEC source: 0001193125-26-114544 · ownership.xml · nonDerivative · entry 1 Brochick George W. · CIK 0001807493 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By the Brochick Family Trust Disclosed balance after: 27,516 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $36.5801 to $36.70. 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: 0001193125-26-097035 · ownership.xml · nonDerivative · entry 1 Brochick George W. · CIK 0001807493 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,279 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: 0000950170-25-083404 · ownership.xml · nonDerivative · entry 1 Brochick George W. · CIK 0001807493 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 714 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 |
| May 13, 2025 Filed May 15, 2025 22:20 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | SaleCommon Stock, $0.0001 par value | 6,000 | $31.84 | $191,040.00 |
DisclosureSEC source: 0000950170-25-072946 · ownership.xml · nonDerivative · entry 1 Brochick George W. · CIK 0001807493 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By the Brochick Family Trust Disclosed balance after: 32,516 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: 0000950170-25-030984 · ownership.xml · nonDerivative · entry 1 Brochick George W. · CIK 0001807493 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,516 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 |
| February 26, 2025 Filed Feb 27, 2025 22:00 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | SaleCommon Stock, $0.0001 par value | 8,000 | $27.59 | $220,759.20 |
DisclosureSEC source: 0000950170-25-029202 · ownership.xml · nonDerivative · entry 1 Brochick George W. · CIK 0001807493 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,917 Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 19:24 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 6,789 | $0.00 | $0.00 |
DisclosureSEC source: 0001261654-24-000018 · wk-form4_1709321048.xml · nonDerivative · entry 1 Brochick George W. · CIK 0001807493 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,917 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 18:43 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 9,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001261654-23-000052 · wf-form4_167717778937470.xml · nonDerivative · entry 1 Brochick George W. · CIK 0001807493 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,128 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 22:58 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 8,772 | $0.00 | $0.00 |
DisclosureSEC source: 0001261654-22-000059 · wf-form4_164608910691335.xml · nonDerivative · entry 1 Brochick George W. · CIK 0001807493 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,233 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 22:45 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 11,905 | $6.30 | $75,001.50 |
DisclosureSEC source: 0001261654-21-000035 · wf-form4_161437948569802.xml · nonDerivative · entry 1 Brochick George W. · CIK 0001807493 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,461 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 |
| June 04, 2020 Filed Jun 8, 2020 21:08 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 5,608 | $7.43 | $41,667.44 |
DisclosureSEC source: 0001209191-20-035016 · doc4.xml · nonDerivative · entry 1 Brochick George W. · CIK 0001807493 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,608 F1 · timeliness: The award was approved by the Compensation Committee of UTI's Board of Director's and UTI's Board of Directors on June 4, 2020. Read SEC document |
| June 04, 2020 Filed Jun 10, 2020 21:28 UTC Amendment | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 5,556 | $7.50 | $41,670.00 |
DisclosureSEC source: 0001209191-20-035623 · doc4a.xml · nonDerivative · entry 1 Brochick George W. · CIK 0001807493 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,556 F1 · price: Reflects closing price on June 4, 2020, which is the official grant date of record. 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.