Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVERSAL TECHNICAL INSTITUTE INCUTI · Entity 4868 | Director | March 05, 2026 | March 06, 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 05, 2026 · Filed March 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.0001 par valueSEC Table I · non-derivative | Direct | 21,590 |
Reported balance
After 2026-03-05 transaction · row 1
1 source rowRow 1 · 2026-03-05 · Grant · Acquired 3,565 · Balance 21,590 F1: 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 UTI's Board of Directors on March 5, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 UTI's Board of Directors on March 5, 2026.
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 05, 2026 Filed Mar 6, 2026 18:00 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 3,565 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-097028 · ownership.xml · nonDerivative · entry 1 Sanchez Loretta Lydia · CIK 0001860681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,590 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 UTI's Board of Directors on March 5, 2026. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 21:00 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 714 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-083408 · ownership.xml · nonDerivative · entry 1 Sanchez Loretta Lydia · CIK 0001860681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,025 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 17:00 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 3,599 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-030985 · ownership.xml · nonDerivative · entry 1 Sanchez Loretta Lydia · CIK 0001860681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,311 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 |
| May 24, 2024 Filed May 29, 2024 20:00 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | SaleCommon Stock, $0.0001 par value | 6,288 | $15.22 | $95,703.36 |
DisclosureSEC source: 0000950170-24-066167 · ownership.xml · nonDerivative · entry 1 Sanchez Loretta Lydia · CIK 0001860681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,712 Read SEC document |
| March 26, 2024 Filed Mar 28, 2024 19:46 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | SaleCommon Stock, $0.0001 par value | 8,719 | $15.07 | $131,380.51 |
DisclosureSEC source: 0001261654-24-000037 · wk-form4_1711669574.xml · nonDerivative · entry 1 Sanchez Loretta Lydia · CIK 0001860681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 F2 · price: The price reported in Column 4 represents the price per share on the date of sale. F1 · acquired: The Reporting Person's sale of shares was completed in connection with her financial planning needs, including for tax and estate planning purposes. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 14:54 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 6,789 | $0.00 | $0.00 |
DisclosureSEC source: 0001261654-24-000026 · wk-form4_1709322873.xml · nonDerivative · entry 1 Sanchez Loretta Lydia · CIK 0001860681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,719 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 |
| September 28, 2023 Filed Oct 2, 2023 16:34 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | SaleCommon Stock, $0.0001 par value | 7,599 | $8.52 | $64,743.48 |
DisclosureSEC source: 0001261654-23-000094 · wk-form4_1696278845.xml · nonDerivative · entry 1 Sanchez Loretta Lydia · CIK 0001860681 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,930 F2 · price: The price reported in Column 4 represents the price per share on the date of sale. F1 · acquired: The Reporting Person's sale of shares was completed in connection with her financial planning needs, including for tax and estate planning purposes. Read SEC document |
| February 22, 2023 Filed Feb 23, 2023 13:42 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 9,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001261654-23-000050 · wf-form4_167717775119188.xml · nonDerivative · entry 1 Sanchez Loretta Lydia · CIK 0001860681 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,529 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 17:42 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 8,772 | $0.00 | $0.00 |
DisclosureSEC source: 0001261654-22-000049 · wf-form4_164608813451929.xml · nonDerivative · entry 1 Sanchez Loretta Lydia · CIK 0001860681 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,634 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 |
| May 04, 2021 Filed May 6, 2021 18:39 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 10,862 | $5.60 | $60,827.20 |
DisclosureSEC source: 0001261654-21-000050 · wf-form4_162034072663161.xml · nonDerivative · entry 1 Sanchez Loretta Lydia · CIK 0001860681 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,862 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 May 4, 2021. 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.