UFPT's three largest insider shareholders as of March 23, 2026 are R Jeffrey Bailly (Ceo, 170.16K shares), Robert W Jr Pierce (Director, 63.52K shares), Ronald J Lataille (Chief Financial Officer, 38.94K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| R Jeffrey Bailly | Ceo | 170,163 | 0 | 04 Mar, 2026 |
| Robert W Jr Pierce | 63,518 | 0 | 11 Jun, 2021 | |
| Ronald J Lataille | Chief Financial Officer | 0 | 38,940 | 26 Aug, 2024 |
| Mitchell Rock | President | 36,220 | 0 | 04 Mar, 2026 |
| R Jeffrey Bailly | Ceo | 0 | 28,706 | 14 Nov, 2024 |
| Marc D Kozin | 27,310 | 0 | 06 Jun, 2025 | |
| Ronald J Lataille | Chief Financial Officer | 15,898 | 0 | 04 Mar, 2026 |
| Thomas Oberdorf | 12,417 | 0 | 12 Mar, 2026 | |
| Christopher P. Litterio | Senior Vice President | 11,977 | 0 | 04 Mar, 2026 |
| Thomas Oberdorf | 9,553 | 0 | 06 Jun, 2025 | |
| Jason Holt | Vice President | 8,978 | 0 | 04 Mar, 2026 |
| Lucia Luce Quinn | 6,086 | 0 | 11 Jun, 2021 | |
| Steve Cardin | Vice President | 5,623 | 0 | 05 Mar, 2025 |
| Cynthia L Feldmann | 4,674 | 0 | 06 Jun, 2025 | |
| Joseph Hassett | 1,800 | 0 | 06 Jun, 2025 | |
| Symeria Hudson | 1,153 | 0 | 06 Jun, 2025 | |
| Daniel C Croteau | 855 | 0 | 08 Sep, 2025 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 11 Mar, 2026 | Thomas Oberdorf | Common Stock, $.01 Par Value | A | 2,864 | $22.02 | 12,417 | D | M |
| 11 Mar, 2026 | Thomas Oberdorf | Stock Option (Right to Buy) | D | 2,864 | $0.00 | 0 | D | M |
| 02 Mar, 2026 | Mitchell Rock | Common Stock, $.01 Par Value | D | 2,513 | $204.30 | 36,220 | D | F |
| 02 Mar, 2026 | Ronald J Lataille | Common Stock, $.01 Par Value | D | 2,677 | $204.30 | 15,898 | D | F |
| 02 Mar, 2026 | R Jeffrey Bailly | Common Stock, $.01 Par Value | D | 9,422 | $204.30 | 170,163 | D | F |
| 02 Mar, 2026 | Christopher P. Litterio | Common Stock, $.01 Par Value | D | 815 | $204.30 | 11,977 | D | F |
| 02 Mar, 2026 | Jason Holt | Common Stock, $.01 Par Value | D | 478 | $204.30 | 8,978 | D | F |
| 10 Feb, 2026 | Mitchell Rock | Common Stock, $.01 Par Value | A | 2,463 | $0.00 | 35,463 | D | A |
| 10 Feb, 2026 | R Jeffrey Bailly | Common Stock, $.01 Par Value | A | 7,428 | $0.00 | 160,524 | D | A |
| 10 Feb, 2026 | Ronald J Lataille | Common Stock, $.01 Par Value | A | 2,463 | $0.00 | 15,460 | D | A |
| 10 Feb, 2026 | Christopher P. Litterio | Common Stock, $.01 Par Value | A | 821 | $0.00 | 11,577 | D | A |
| 10 Feb, 2026 | Jason Holt | Common Stock, $.01 Par Value | A | 657 | $0.00 | 8,335 | D | A |
| 10 Feb, 2026 | Mitchell Rock | Common Stock, $.01 Par Value | A | 3,270 | $0.00 | 38,733 | D | A |
| 10 Feb, 2026 | R Jeffrey Bailly | Common Stock, $.01 Par Value | A | 19,061 | $0.00 | 179,585 | D | A |
| 10 Feb, 2026 | Ronald J Lataille | Common Stock, $.01 Par Value | A | 3,115 | $0.00 | 18,575 | D | A |
| 10 Feb, 2026 | Christopher P. Litterio | Common Stock, $.01 Par Value | A | 1,215 | $0.00 | 12,792 | D | A |
| 10 Feb, 2026 | Jason Holt | Common Stock, $.01 Par Value | A | 1,121 | $0.00 | 9,456 | D | A |
| 19 Dec, 2025 | R Jeffrey Bailly | Common Stock, $.01 Par Value | A | 1,744 | $0.00 | 153,984 | D | A |
| 19 Dec, 2025 | R Jeffrey Bailly | Common Stock, $.01 Par Value | D | 888 | $229.40 | 153,096 | D | F |
| 10 Dec, 2025 | Jason Holt | Common Stock, $.01 Par Value | D | 100 | $213.58 | 7,678 | D | S |