Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVERSAL TECHNICAL INSTITUTE INCUTI · Entity 4868 | SVP and CIO | December 17, 2025 | December 19, 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 | 28,770 |
Reported balance
After 2025-12-17 transaction · row 1
1 source rowRow 1 · 2025-12-17 · Tax withholding · Disposed 1,766 · Balance 28,770 F1: Shares withheld by the issuer to satisfy tax-withholding obligations upon vesting of restricted stock units granted on March 31, 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 31, 2025.
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 | 1,766 | $26.06 | $46,021.96 |
DisclosureSEC source: 0001193125-25-327022 · ownership.xml · nonDerivative · entry 1 DeTray Adrienne Dawn · CIK 0002063737 · SVP and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,770 F1 · shares: Shares withheld by the issuer to satisfy tax-withholding obligations upon vesting of restricted stock units granted on March 31, 2025. Read SEC document |
| December 10, 2025 Filed Dec 13, 2025 01:18 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 9,294 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-318046 · ownership.xml · nonDerivative · entry 1 DeTray Adrienne Dawn · CIK 0002063737 · SVP and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,536 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 31, 2025 Filed Apr 2, 2025 22:01 UTC | UNIVERSAL TECHNICAL INSTITUTE INC UTI · Entity 4868 | GrantCommon Stock, $0.0001 par value | 21,242 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-049683 · ownership.xml · nonDerivative · entry 1 DeTray Adrienne Dawn · CIK 0002063737 · SVP and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,242 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.