Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ultra Clean Holdings, Inc.UCTT · Entity 1193 | Director · CEO | July 09, 2024 | July 11, 2024 |
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.
Ultra Clean Holdings, Inc.
Report date July 09, 2024 · Filed July 11, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 418,453 |
Reported balance
After 2024-07-09 transaction · row 1
1 source rowRow 1 · 2024-07-09 · Sale · Disposed 26,608 · Balance 418,453 F1: The sale reported was effected by the reporting person pursuant to the Rule 10b5-1 trading plan adopted by the reporting person on March 8, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported was effected by the reporting person pursuant to the Rule 10b5-1 trading plan adopted by the reporting person on March 8, 2024.
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 |
|---|---|---|---|---|---|---|
| April 28, 2018 Filed May 1, 2018 16:12 UTC | Ultra Clean Holdings, Inc. UCTT · Entity 1193 | Tax withholdingCommon Stock | 8,263 | $17.45 | $144,189.35 |
DisclosureSEC source: 0000950103-18-005656 · dp90240_4-scholhamer.xml · nonDerivative · entry 1 Scholhamer James P · CIK 0001133294 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 371,345 F1 · shares: Represents shares automatically withheld for payment of tax liability arising as a result of the partial settlement of restricted stock unit awards that vested. Read SEC document |
| March 30, 2018 Filed Apr 3, 2018 16:38 UTC | Ultra Clean Holdings, Inc. UCTT · Entity 1193 | GrantCommon Stock | 36,825 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-004380 · dp89049_4-scholhamer.xml · nonDerivative · entry 1 Scholhamer James P · CIK 0001133294 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 379,608 F1 · security: Restricted stock units vest over 3 years with equal parts vesting on each anniversary of the vesting commencement date of March 30, 2018. Excludes performance restricted stock units that will be determined based on performance factors following 2018 fiscal year end. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 16:22 UTC | Ultra Clean Holdings, Inc. UCTT · Entity 1193 | Tax withholdingCommon Stock | 12,395 | $19.73 | $244,553.35 |
DisclosureSEC source: 0000950103-18-002643 · dp87392_4-scholhamer.xml · nonDerivative · entry 2 Scholhamer James P · CIK 0001133294 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 342,783 F1 · shares: Represents shares automatically withheld for payment of tax liability arising as a result of the partial settlement of restricted stock unit awards that vested. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 16:22 UTC | Ultra Clean Holdings, Inc. UCTT · Entity 1193 | Tax withholdingCommon Stock | 12,395 | $19.73 | $244,553.35 |
DisclosureSEC source: 0000950103-18-002643 · dp87392_4-scholhamer.xml · nonDerivative · entry 1 Scholhamer James P · CIK 0001133294 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,178 F1 · shares: Represents shares automatically withheld for payment of tax liability arising as a result of the partial settlement of restricted stock unit awards that vested. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 16:18 UTC | Ultra Clean Holdings, Inc. UCTT · Entity 1193 | GrantCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-002101 · dp86815_4-scholhamer.xml · nonDerivative · entry 1 Scholhamer James P · CIK 0001133294 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 367,573 F1 · shares: Share amounts represent performance restricted stock units. The final award amount was determined based on performance factors achieved for fiscal 2017. The performance restricted stock units vest in three equal annual installments on each anniversary of the vesting commencement date, April 28, 2017. Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 16:42 UTC | Ultra Clean Holdings, Inc. UCTT · Entity 1193 | Tax withholdingCommon Stock | 18,455 | $22.03 | $406,563.65 |
DisclosureSEC source: 0000950103-18-001364 · dp85941_4-scholhamer.xml · nonDerivative · entry 1 Scholhamer James P · CIK 0001133294 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317,573 F1 · shares: Represents shares automatically withheld for payment of tax liability arising as a result of the partial settlement of restricted stock unit awards that vested. Read SEC document |
| January 19, 2018 Filed Jan 23, 2018 17:47 UTC | Ultra Clean Holdings, Inc. UCTT · Entity 1193 | SaleCommon Stock | 29,949 | $27.05 | $810,120.45 |
DisclosureSEC source: 0000950103-18-000770 · dp85412_4-scholhamer.xml · nonDerivative · entry 1 Scholhamer James P · CIK 0001133294 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,028 F1 · kind: Shares sold pursuant to a previously established Rule 10b5-1 Plan. Read SEC document |
| April 28, 2017 Filed May 2, 2017 16:52 UTC | Ultra Clean Holdings, Inc. UCTT · Entity 1193 | GrantCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-17-004217 · dp75430_4-scholhamer.xml · nonDerivative · entry 1 Scholhamer James P · CIK 0001133294 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,977 F1 · security: Restricted stock units vest over 3 years with equal parts vesting on each anniversary of the vesting commencement date of April 28, 2017. Excludes performance restricted stock units that will be determined based on performance factors following 2017 fiscal year end. Read SEC document |
| February 26, 2017 Filed Feb 28, 2017 19:14 UTC | Ultra Clean Holdings, Inc. UCTT · Entity 1193 | Tax withholdingCommon Stock | 11,735 | $14.67 | $172,152.45 |
DisclosureSEC source: 0000950103-17-001920 · dp73779_4-scholhamer.xml · nonDerivative · entry 2 Scholhamer James P · CIK 0001133294 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 315,977 F2 · shares: Represents shares withheld for payment of tax liability arising as a result of the partial settlement of a restricted stock unit award originally reported by the reporting person on the Form 4 filed with the Commission on May 31, 2016. Read SEC document |
| February 26, 2017 Filed Feb 28, 2017 19:14 UTC | Ultra Clean Holdings, Inc. UCTT · Entity 1193 | Tax withholdingCommon Stock | 13,045 | $14.67 | $191,370.15 |
DisclosureSEC source: 0000950103-17-001920 · dp73779_4-scholhamer.xml · nonDerivative · entry 1 Scholhamer James P · CIK 0001133294 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,712 F1 · shares: Represents shares withheld for payment of tax liability arising as a result of the partial settlement of a performance restricted stock unit award originally reported by the reporting person on the Form 4 filed with the Commission on February 17, 2017. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 16:50 UTC | Ultra Clean Holdings, Inc. UCTT · Entity 1193 | GrantCommon Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-17-001550 · dp73066_4-scholhamer.xml · nonDerivative · entry 1 Scholhamer James P · CIK 0001133294 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 340,757 F1 · shares: Share amount represents performance restricted stock units. The final award amount was determined based on performance factors achieved for fiscal 2016. The performance restricted stock units vest over 3 years with equal parts vesting on February 26, 2017, February 26, 2018 and February 26, 2019. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 16:36 UTC | Ultra Clean Holdings, Inc. UCTT · Entity 1193 | Tax withholdingCommon Stock | 19,192 | $12.53 | $240,475.76 |
DisclosureSEC source: 0000950103-17-000936 · dp72404_4-scholhamer.xml · nonDerivative · entry 1 Scholhamer James P · CIK 0001133294 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,757 F1 · shares: Represents shares withheld for payment of tax liability arising as a result of the partial settlement of a restricted stock unit award originally reported by the reporting person on the Form 4 filed with the Commission on January 30, 2015. 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.