Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KELLY SERVICES INCKELYA · Entity 5372 | Executive Vice President, CFO | February 11, 2026 | February 13, 2026 |
| UNIVERSAL TECHNICAL INSTITUTE INCUTI · Entity 4868 | EVP and CFO | December 14, 2023 | December 18, 2023 |
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.
KELLY SERVICES INC
Report date February 11, 2026 · Filed February 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, Par Value $1SEC Table I · non-derivative | Direct | 229,486 |
Reported balance
After 2026-02-11 transaction · row 1
1 source rowRow 1 · 2026-02-11 · Tax withholding · Disposed 3,110 · Balance 229,486 F1: Represents the number of shares withheld by the issuer to satisfy applicable tax withholding obligations in connection with the vesting of restricted stock awards previously reported. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares withheld by the issuer to satisfy applicable tax withholding obligations in connection with the vesting of restricted stock awards previously reported.
UNIVERSAL TECHNICAL INSTITUTE INC
Report date December 14, 2023 · Filed December 18, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.0001 par valueSEC Table I · non-derivative | Direct | 87,442 |
Ending reported balance
After 2023-12-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-12-14 · Exercise / conversion · Acquired 17,626 · Balance 94,615 Row 2 · 2023-12-14 · Sale · Disposed 7,173 · Balance 87,442 F1: Shares withheld to satisfy tax liability for the vesting of performance units granted on 12/10/2020. |
| Performance UnitsSEC Table II · derivative / convertible security · Expires 2023-12-10 | Direct | 0 |
Reported balance
After 2023-12-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-12-14 · Exercise / conversion · Disposed 17,626 · Balance 0 F2: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld to satisfy tax liability for the vesting of performance units granted on 12/10/2020.
F2: 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.
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 |
|---|---|---|---|---|---|---|
| January 07, 2020 Filed Jan 9, 2020 21:23 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 30,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-002730 · doc4.xml · nonDerivative · entry 1 Anderson Troy R · CIK 0001789633 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,665 F1 · shares: One third of the restricted stock units approved by the Board of Directors shall vest on each anniversary of the grant date. Read SEC document |
| January 07, 2020 Filed Dec 23, 2020 22:15 UTC Amendment | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantRestricted Stock Units · Derivative | 30,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001261654-20-000097 · wf-form4a_160876172203515.xml · derivative · entry 1 Anderson Troy R · CIK 0001789633 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,437 Underlying: Common Stock, $0.0001 par value · 30,665 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 · shares: This Form 4/A does not report a new transaction. The reporting person's original Form 4 incorrectly reported these securities as Common Stock rather than restricted stock units. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on January 7, 2021. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on January 7, 2021. F4 · balance_after: The incorrect classification described in footnote (2) above resulted in incorrect reporting of beneficial ownership of the UTI Common Stock in the original Form 4. As of the date of this Form 4/A, none of the restricted stock units has vested. The beneficial ownership of the restricted stock units has been corrected in this Form 4/A and reflects the reporting person's correct ownership as of the date of this filing. 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.