Form 4: UTI Division President Reports Stock Transactions
Insider Transaction Report
Universal Technical Institute's Division President, Tracy Kay Lorenz, reported the acquisition of restricted stock units and subsequent sale of shares for tax withholding.
Summary
- Tracy Kay Lorenz, UTI Division President, acquired 7,435 shares of Universal Technical Institute Inc. common stock on December 10, 2025, in the form of restricted stock units (RSUs).
- These RSUs represent a contingent right to receive one share of common stock each and are scheduled to vest in three equal installments beginning on December 15, 2026.
- On December 11, 2025, 1,390 shares were disposed of at a price of $24.55 per share to satisfy tax-withholding obligations related to the vesting of restricted stock units granted on December 8, 2023.
- Following these transactions, Tracy Kay Lorenz beneficially owns 46,155 shares of Universal Technical Institute Inc. common stock directly.
Sentiment
Score: 5
Explanation: The filing reports routine insider transactions related to executive compensation (RSU acquisition and tax withholding), which are neutral in sentiment regarding the company's operational performance or strategic direction.
Positives
- The acquisition of 7,435 restricted stock units aligns the executive's interests with long-term company performance, as these units vest over time.
Future Outlook
This filing does not contain forward-looking statements or guidance regarding the company's future performance or outlook.
Industry Context
This is a routine insider transaction report and does not provide specific insights into broader industry trends or competitive landscape. It reflects standard executive compensation practices within publicly traded companies.
Stakeholder Impact
- Shareholders: Provides transparency into executive stock ownership and compensation, which is a standard aspect of corporate governance.
- Employees: Reflects the structure of executive incentive compensation, which may influence broader compensation strategies.
Next Steps
- The acquired restricted stock units will vest in three equal installments starting December 15, 2026.
Key Dates
| Date | Description |
|---|---|
| 12/08/2023 | Original grant date of restricted stock units, which partially vested leading to the reported tax withholding. |
| 12/10/2025 | Date of acquisition of 7,435 restricted stock units by Tracy Kay Lorenz. |
| 12/11/2025 | Date of disposition of 1,390 shares for tax withholding purposes. |
| 12/15/2026 | Date when the newly acquired restricted stock units begin to vest in three equal installments. |
Keywords
UTI, Universal Technical Institute, Form 4, Insider Transaction, Restricted Stock Units, RSU, Executive Compensation, Stock Ownership
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