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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   $3,160,694    

Indirect Value

  $10,831      
Total Shares   127,175      
Total Value   $3,171,526      


Universal Technical Institute Inc
 $1,140,743 Willscot Mobile Mini Holdings Inc Class A
 $2,019,952 Universal Technical Institute Inc
 $1,140,743 Willscot Mobile Mini Holdings Inc Class A
 $2,019,952
 


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

 
3m +/-  
Form
UTI Universal Technical Insti... Director   –       •      –    2020-06-05 4 AS $7.54 $222,799 D/D (29,549) 521,261 0 %
UTI Universal Technical Insti... Director   –       •      –    2020-06-09 4 AS $7.54 $377,000 D/D (50,000) 421,261 0 %
UTI Universal Technical Insti... Director   –       •      –    2020-06-01 4 AS $7.55 $306,726 D/D (40,626) 569,677 0 %
UTI Universal Technical Insti... Director   –       •      –    2020-06-08 4 AS $7.57 $378,500 D/D (50,000) 471,261 0 %
UTI Universal Technical Insti... Director   –       •      –    2020-06-10 4 AS $7.60 $223,759 D/D (29,442) 391,819 0 %
UTI Universal Technical Insti... Director   –       •      –    2020-06-03 4 AS $7.63 $107,537 D/D (14,094) 554,283 0 %
UTI Universal Technical Insti... Chairman and CEO   •       •      –    2014-09-23 4 D $10.34 $131,091 D/D (12,678) 347,425 0 -
UTI Universal Technical Insti... Chairman and CEO   •       •      –    2014-09-16 4 D $10.71 $51,429 D/D (4,802) 360,103 0 -
UTI Universal Technical Insti... Chief Executive Officer   •       •      –    2013-01-09 4 D $10.93 $32,495 D/D (2,973) 280,967 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... President, Chief Exec Officer   •       •      –    2009-02-28 4 D $11.05 $420 I/I (38) 1,131 0 -
UTI Universal Technical Insti... President, Chief Exec Officer   •       •      –    2009-02-28 4 D $11.05 $27,747 D/D (2,511) 84,902 0 -
UTI Universal Technical Insti... Chief Executive Officer   •       •      –    2013-06-11 4 D $11.53 $29,332 D/D (2,544) 278,423 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... Chairman and CEO   •       •      –    2014-06-10 4 D $11.80 $43,636 D/D (3,698) 294,256 0 -
UTI Universal Technical Insti... Chief Executive Officer   •       •      –    2012-06-06 4 D $12.09 $52,519 D/D (4,344) 230,450 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... Chief Executive Officer   •       •      –    2012-09-24 4 D $12.64 $52,064 D/D (4,119) 283,940 0 -
UTI Universal Technical Insti... Chief Executive Officer   •       •      –    2012-03-07 4 D $12.68 $34,908 D/D (2,753) 234,794 0 -
UTI Universal Technical Insti... President, Chief Exec Officer   •       •      –    2008-02-28 4 D $12.76 $536 I/I (42) 483 0 -
UTI Universal Technical Insti... President, Chief Exec Officer   •       •      –    2008-06-15 4 D $13.12 $12,188 D/D (929) 87,413 0 -
UTI Universal Technical Insti... President, Chief Exec Officer   •       •      –    2008-06-15 4 D $13.12 $184 I/I (14) 1,169 0 -
UTI Universal Technical Insti... Chief Executive Officer   •       •      –    2012-03-15 4 AS $13.17 $167,234 D/D (12,700) 234,794 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... Chief Executive Officer   •       •      –    2012-03-16 4 AS $13.38 $169,939 D/D (12,700) 234,794 0 -

  173  Records found
  1   2   3   4   5  6   7      
  Page 5 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