As of May 04, 2026, the three largest insider holders of UBFO are Dennis R Woods (Ceo, 1.81Mn shares), Jagroop Gill (Director, 1.06Mn shares), Jagroop Gill (Director, 1.05Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Dennis R Woods | Ceo | 0 | 1,808,577 | 29 Jan, 2025 |
| Jagroop Gill | - | 0 | 1,063,756 | 30 May, 2024 |
| Jagroop Gill | - | 0 | 1,050,222 | 11 Mar, 2024 |
| Dennis R Woods | Ceo | 0 | 864,057 | 13 Mar, 2023 |
| Dennis R Woods | Ceo | 0 | 845,498 | 04 Jan, 2022 |
| Michael T Woolf | - | 245,492 | 0 | 06 Sep, 2022 |
| Michael T Woolf | - | 245,492 | 0 | 06 Sep, 2022 |
| G Thompson Ellithorpe | - | 154,735 | 0 | 16 Mar, 2023 |
| David A Kinross | Svp Chief Financial Officer | 118,597 | 0 | 30 Jan, 2025 |
| David L Eytcheson | Svp Coo | 64,571 | 0 | 15 Dec, 2022 |
| Bhavneet Gill | Svp Chief Financial Officer | 38,019 | 0 | 04 Jan, 2022 |
| Robert C Jr Oberg | Svp Chief Risk Officer | 23,362 | 0 | 25 Oct, 2022 |
| David L Eytcheson | Svp Coo | 12,978 | 0 | 19 Dec, 2024 |
| Kenneth D Newby | - | 0 | 12,000 | 21 Jan, 2022 |
| Benjamin Mackovak | - | 6,814 | 0 | 05 Jun, 2023 |
| Jagroop Gill | - | 3,738 | 0 | 17 Dec, 2024 |
| Thomas G Walker | - | 0 | 2,214 | 05 Dec, 2023 |
| Thomas G Walker | - | 0 | 2,214 | 05 Dec, 2023 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 01 Apr, 2026 | G Thompson Ellithorpe | Common Stock | D | 89,012 | $0.00 | 0 | D | D |
| 01 Apr, 2026 | Kenneth D Newby | Common Stock | D | 39,954 | $0.00 | 0 | D | D |
| 01 Apr, 2026 | Dennis R Woods | Common Stock | D | 230,202 | $0.00 | 0 | D | D |
| 01 Apr, 2026 | Stanley J Cavalla | Common Stock | D | 679,453 | $0.00 | 0 | D | D |
| 24 Mar, 2026 | Kevin J Williams | Common Stock | D | 27,618 | $0.00 | 0 | D | F |
| 01 Apr, 2026 | Jagroop Gill | Common Stock | D | 377 | $0.00 | 0 | I | D |
| 01 Apr, 2026 | Dora Westerlund | Common Stock | D | 18,770 | $0.00 | 0 | D | D |
| 01 Apr, 2026 | William M. Yarbenet | Common Stock | D | 75,475 | $0.00 | 0 | D | D |
| 01 Apr, 2026 | Susan Quigley | Common Stock | D | 24,887 | $0.00 | 0 | D | D |
| 01 Apr, 2026 | Nabeel Mahmood | Common Stock | D | 23,557 | $0.00 | 0 | D | D |
| 01 Apr, 2026 | Brian Tkacz | Common Stock | D | 16,871 | $0.00 | 0 | D | D |
| 24 Mar, 2026 | Porsche A Saunders | Common Stock | D | 13,389 | $0.00 | 0 | D | F |
| 01 Apr, 2026 | Heather Hammack | Common Stock | D | 16,398 | $10.51 | 0 | D | D |
| 24 Mar, 2026 | David A Kinross | Common Stock | D | 28,236 | $0.00 | 0 | I | F |
| 01 Apr, 2026 | Robert C Jr Oberg | Common Stock | D | 29,469 | $0.00 | 0 | D | D |
| 01 Apr, 2026 | Porsche A Saunders | Common Stock | D | 48,609 | $0.00 | 0 | D | D |
| 01 Apr, 2026 | Kenneth D Newby | Common Stock | D | 14,911 | $0.00 | 0 | I | D |
| 01 Apr, 2026 | Susan Quigley | Stock Options | D | 15,000 | - | 0 | D | D |
| 24 Mar, 2026 | Dennis R Woods | Common Stock | D | 10,644 | $0.00 | 0 | I | F |
| 01 Apr, 2026 | Nabeel Mahmood | Stock Options | D | 15,000 | - | 0 | D | D |