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Insider Information:   Mcwaters Kimberly J
Relationship:   Director
City:   Phoenix
State:   AZ
   
Insider Summary:
  
   
Companies Owned :   4    
Direct Shares   126,468    

Indirect Shares

  707      
Direct Value   $3,243,655    

Indirect Value

  $11,347      
Total Shares   127,175      
Total Value   $3,255,002      


Universal Technical Institute Inc
 $1,195,099 Willscot Mobile Mini Holdings Inc Class A
 $2,048,556 Universal Technical Institute Inc
 $1,195,099 Willscot Mobile Mini Holdings Inc Class A
 $2,048,556
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    1    

     Stock price went up :

    0   
    1    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   1.0   
     Percentage Gain/Loss :
     0.0%
 12.9%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Universal Technical Institute Inc UTI Director 2020-09-23 74,461 2020-09-23 707    Premium*  
            Penske Automotive PAG Director 2023-05-03 0 2005-03-26 0    Premium*  
            Mobile Mini Inc MINI Director 2020-07-01 0 2014-08-01 0    Premium*  
            Willscot Mobile Mini Holdings In... WSC Director 2023-03-27 52,007 2020-07-01 0    Premium*  
* Premium Members only  

Records found :    173         Free Registration Required For Full Results.    Limit: 25

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  Page 4 of 7
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
PAG Penske Automotive Director   –       •      –    2019-10-30 4 S $49.25 $246,252 D/D (5,000) 8,924 0 -
UTI Universal Technical Insti... President and CEO   •       •      –    2017-09-15 4 AB $3.40 $17,090 D/D 5,031 613,295 0 -
UTI Universal Technical Insti... President and CEO   •       •      –    2017-10-16 4 AB $3.44 $17,678 D/D 5,139 573,793 0 -
UTI Universal Technical Insti... Director   –       •      –    2020-09-23 4 AS $6.06 $32,494 D/D (5,362) 74,461 0 %
UTI Universal Technical Insti... President and CEO   •       •      –    2017-09-22 4 D $3.25 $17,940 D/D (5,520) 568,654 0 -
UTI Universal Technical Insti... Chief Executive Officer   •       •      –    2012-09-18 4 D $13.22 $75,129 D/D (5,683) 224,767 0 -
UTI Universal Technical Insti... President, Chief Exec Officer   •       •      –    2009-06-03 4 D $15.25 $87,001 D/D (5,705) 79,197 0 -
UTI Universal Technical Insti... Chief Executive Officer   •       •      –    2013-09-17 4 D $11.56 $67,776 D/D (5,863) 357,486 0 -
UTI Universal Technical Insti... Chief Executive Officer   •       •      –    2011-06-03 4 D $18.63 $119,027 D/D (6,389) 137,657 0 -
UTI Universal Technical Insti... President and CEO   •       •      –    2018-01-16 4 AB $2.67 $17,352 D/D 6,499 710,061 0 -
UTI Universal Technical Insti... President, Chief Exec Officer   •       •      –    2010-02-11 4 AS $22.00 $145,200 D/D (6,600) 116,593 0 -
UTI Universal Technical Insti... President, Chief Exec Officer   •       •      –    2010-02-11 4 OE $4.40 $29,018 D/D 6,600 123,193 0 -
UTI Universal Technical Insti... President and CEO   •       •      –    2017-12-15 4 AB $2.56 $17,114 D/D 6,680 703,562 0 -
UTI Universal Technical Insti... President, Chief Exec Officer   •       •      –    2010-06-03 4 D $24.58 $175,059 D/D (7,122) 107,664 0 -
UTI Universal Technical Insti... Chief Executive Officer   •       •      –    2013-09-24 4 D $12.20 $96,868 D/D (7,940) 349,546 0 -
UTI Universal Technical Insti... President and CEO   •       •      –    2018-09-06 4 D $2.71 $21,834 D/D (8,057) 703,828 0 -
PAG Penske Automotive Director   –       •      –    2023-05-03 4 S $141.53 $1,206,405 D/D (8,524) 0 0 %
UTI Universal Technical Insti... Chairman and CEO   •       •      –    2017-09-06 4 D $3.50 $30,597 D/D (8,742) 617,670 0 -
UTI Universal Technical Insti... Chairman and CEO   •       •      –    2017-09-07 4 D $3.57 $33,579 D/D (9,406) 608,264 0 -
UTI Universal Technical Insti... Chairman and CEO   •       •      –    2014-09-09 4 D $10.98 $106,210 D/D (9,673) 364,905 0 -
UTI Universal Technical Insti... Chief Executive Officer   •       •      –    2011-04-06 4 AS $20.00 $234,640 D/D (11,732) 144,046 0 -
UTI Universal Technical Insti... Chief Executive Officer   •       •      –    2011-04-06 4 OE $4.40 $51,586 D/D 11,732 155,778 0 -
UTI Universal Technical Insti... President, Chief Exec Officer   •       •      –    2006-06-15 4 A $0.00 $0 D/D 11,903 12,171 -
UTI Universal Technical Insti... Chairman and CEO   •       •      –    2016-09-22 4 D $2.20 $26,776 D/D (12,171) 621,412 0 -
UTI Universal Technical Insti... Chairman and CEO   •       •      –    2015-09-22 4 D $4.00 $49,848 D/D (12,462) 497,314 0 -

  173  Records found
  1   2   3   4  5   6   7      
  Page 4 of 7  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed