Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVERSAL TECHNICAL INSTITUTE INCUTI · Entity 4868 | Chief Financial Officer | December 17, 2025 | December 19, 2025 |
| Vacasa, Inc.VCSA · Entity 80158 | Chief Financial Officer | February 03, 2025 | February 06, 2025 |
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 December 17, 2025 · Filed December 19, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.0001 par valueSEC Table I · non-derivative | Direct | 39,577 |
Reported balance
After 2025-12-17 transaction · row 1
1 source rowRow 1 · 2025-12-17 · Tax withholding · Disposed 2,537 · Balance 39,577 F1: Shares withheld by the issuer to satisfy tax-withholding obligations upon vesting of restricted stock units granted on March 17, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld by the issuer to satisfy tax-withholding obligations upon vesting of restricted stock units granted on March 17, 2025.
Vacasa, Inc.
Report date February 03, 2025 · Filed February 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 68,092 |
Reported balance
After 2025-02-03 transaction · row 1
1 source rowRow 1 · 2025-02-03 · Tax withholding · Disposed 4,612 · Balance 68,092 |
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 |
|---|---|---|---|---|---|---|
| December 17, 2025 Filed Dec 19, 2025 22:00 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | Tax withholdingCommon Stock, $0.0001 par value | 2,537 | $26.06 | $66,114.22 |
DisclosureSEC source: 0001193125-25-327023 · ownership.xml · nonDerivative · entry 1 Schuman Bruce · CIK 0001911459 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,577 F1 · shares: Shares withheld by the issuer to satisfy tax-withholding obligations upon vesting of restricted stock units granted on March 17, 2025. Read SEC document |
| December 10, 2025 Filed Dec 13, 2025 01:15 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 18,588 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-318034 · ownership.xml · nonDerivative · entry 1 Schuman Bruce · CIK 0001911459 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,114 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 |
| March 17, 2025 Filed Mar 19, 2025 22:54 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 23,526 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-042247 · ownership.xml · nonDerivative · entry 1 Schuman Bruce · CIK 0001911459 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,526 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of UTI Common Stock. The restricted stock units vest in three equal installments beginning on December 15, 2025. Read SEC document |
| February 03, 2025 Filed Feb 6, 2025 19:50 UTC | Vacasa, Inc. VCSA · Entity 80158 | Tax withholdingClass A Common Stock | 4,612 | $5.08 | $23,428.96 |
DisclosureSEC source: 0001628280-25-004322 · wk-form4_1738889422.xml · nonDerivative · entry 1 Schuman Bruce · CIK 0001911459 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,092 Read SEC document |
| July 01, 2024 Filed Jul 5, 2024 16:10 UTC | Vacasa, Inc. VCSA · Entity 80158 | GrantClass A Common Stock | 40,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-026350 · ownership.xml · nonDerivative · entry 1 Schuman Bruce · CIK 0001911459 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,704 F1 · balance_after: Represents an award of restricted stock units, or RSUs, with 1/3 vesting annually beginning on February 20, 2024. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| June 01, 2023 Filed Jun 2, 2023 19:13 UTC | Vacasa, Inc. VCSA · Entity 80158 | GrantPerformance Stock Unit · Derivative | 651,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001874944-23-000079 · wk-form4_1685747629.xml · derivative · entry 2 Schuman Bruce · CIK 0001911459 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 651,520 Underlying: Class A Common Stock · 651,520 shares Expires not disclosed F2 · derivative.exercise_price: Each performance stock unit, or PSU, represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: The PSUs vest based on the Issuer's stock price performance over a performance period beginning on June 1, 2023 and ending on June 1, 2027, subject to satisfying certain service-based conditions. The award will vest, if at all, as to 25% of the total number of such PSUs on June 1, 2024 and as to an additional 1/16th of such PSUs in equal quarterly installments thereafter based on continued service and the Issuer's stock price exceeding certain thresholds. Any portion of the award that has not been earned by June 1, 2027 will be forfeited. F3 · derivative.expiration_date: The PSUs vest based on the Issuer's stock price performance over a performance period beginning on June 1, 2023 and ending on June 1, 2027, subject to satisfying certain service-based conditions. The award will vest, if at all, as to 25% of the total number of such PSUs on June 1, 2024 and as to an additional 1/16th of such PSUs in equal quarterly installments thereafter based on continued service and the Issuer's stock price exceeding certain thresholds. Any portion of the award that has not been earned by June 1, 2027 will be forfeited. Read SEC document |
| June 01, 2023 Filed Jun 2, 2023 19:13 UTC | Vacasa, Inc. VCSA · Entity 80158 | GrantClass A Common Stock | 651,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001874944-23-000079 · wk-form4_1685747629.xml · nonDerivative · entry 1 Schuman Bruce · CIK 0001911459 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 651,520 F1 · balance_after: Represents an award of restricted stock units, or RSUs, with 25% vesting on June 1, 2024 and 1/16th vesting in quarterly installments beginning on September 1, 2024. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. 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.