Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVERSAL TECHNICAL INSTITUTE INCUTI · Entity 4868 | SVP/Chief HR Officer | February 13, 2026 | February 17, 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 February 13, 2026 · Filed February 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.0001 par valueSEC Table I · non-derivative | Direct | 30,272 |
Reported balance
After 2026-02-13 transaction · row 1
1 source rowRow 1 · 2026-02-13 · Sale · Disposed 1,750 · Balance 30,272 |
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 |
|---|---|---|---|---|---|---|
| February 13, 2026 Filed Feb 17, 2026 17:00 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | SaleCommon Stock, $0.0001 par value | 1,750 | $30.08 | $52,634.75 |
DisclosureSEC source: 0001193125-26-055005 · ownership.xml · nonDerivative · entry 1 Frank Carolyn Ann · CIK 0002007600 · SVP/Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,272 Read SEC document |
| January 21, 2026 Filed Jan 21, 2026 19:00 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Tax withholdingCommon Stock, $0.0001 par value | 2,162 | $27.49 | $59,433.38 |
DisclosureSEC source: 0001193125-26-018333 · ownership.xml · nonDerivative · entry 1 Frank Carolyn Ann · CIK 0002007600 · SVP/Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,022 F1 · shares: Shares withheld by the issuer to satisfy tax-withholding obligations upon vesting of restricted stock units granted on January 16, 2024. Read SEC document |
| December 17, 2025 Filed Dec 19, 2025 17:00 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Tax withholdingCommon Stock, $0.0001 par value | 778 | $26.06 | $20,274.68 |
DisclosureSEC source: 0001193125-25-327029 · ownership.xml · nonDerivative · entry 1 Frank Carolyn Ann · CIK 0002007600 · SVP/Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,184 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 10, 2025 Filed Dec 12, 2025 20:11 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 9,294 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-318022 · ownership.xml · nonDerivative · entry 1 Frank Carolyn Ann · CIK 0002007600 · SVP/Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,962 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 |
| January 16, 2025 Filed Jan 21, 2025 18:30 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Tax withholdingCommon Stock, $0.0001 par value | 2,162 | $26.00 | $56,212.00 |
DisclosureSEC source: 0000950170-25-007445 · ownership.xml · nonDerivative · entry 1 Frank Carolyn Ann · CIK 0002007600 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,668 Read SEC document |
| December 08, 2024 Filed Dec 10, 2024 21:04 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 8,185 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-135157 · ownership.xml · nonDerivative · entry 1 Frank Carolyn Ann · CIK 0002007600 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,830 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 8,185 ("RSUs") received 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 8,185 newly awarded RSUs, 19,645 RSU's previously reported in Table II and no shares of common stock. Read SEC document |
| January 16, 2024 Filed Jan 17, 2024 15:34 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantPerformance Units · Derivative | 19,644 | $0.00 | $0.00 |
DisclosureSEC source: 0001261654-24-000004 · wk-form4_1705523680.xml · derivative · entry 2 Frank Carolyn Ann · CIK 0002007600 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,644 Underlying: Common Stock, $0.0001 par value · 19,644 shares Expires not disclosed F3 · 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. F3 · 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. F3 · 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 |
| January 16, 2024 Filed Jan 17, 2024 15:34 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantRestricted Stock Units · Derivative | 19,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001261654-24-000004 · wk-form4_1705523680.xml · derivative · entry 1 Frank Carolyn Ann · CIK 0002007600 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,645 Underlying: Common Stock, $0.0001 par value · 19,645 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of UTI Common Stock. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on January 16, 2025. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on January 16, 2025. 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.