Universal Technical Institute's three largest insider shareholders as of March 23, 2026 are Capital Management, Llc Coliseum (Director, 3.97Mn shares), Jerome Alan Grant (Chief Executive Officer, 430.21K shares), Sherrell Smith (Evp, Chief Academic Officer, 159.38K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Capital Management, Llc Coliseum | 0 | 3,971,440 | 05 Dec, 2025 | |
| Capital Management, Llc Coliseum | 0 | 3,971,440 | 05 Dec, 2025 | |
| Jerome Alan Grant | Chief Executive Officer | 430,215 | 0 | 02 Mar, 2026 |
| Sherrell Smith | Evp, Chief Academic Officer | 159,375 | 0 | 19 Dec, 2025 |
| William J Jr Lennox | 123,168 | 0 | 06 Mar, 2026 | |
| David Blaszkiewicz | 119,723 | 0 | 01 Mar, 2024 | |
| Christopher E. Kevane | Evp And Chief Legal Officer | 107,175 | 0 | 19 Dec, 2025 |
| Todd A Hitchcock | Evp/Coo | 104,084 | 0 | 06 Mar, 2026 |
| Lori B Smith | Svp Chief Information Officer | 91,219 | 0 | 17 Dec, 2024 |
| Troy R Anderson | Evp And Cfo | 87,442 | 0 | 18 Dec, 2023 |
| Christine Kline | Senior Vice President And Cao | 46,506 | 0 | 19 Dec, 2025 |
| Tracy Kay Lorenz | Uti Division President | 45,275 | 0 | 19 Dec, 2025 |
| Bruce Schuman | Chief Financial Officer | 39,577 | 0 | 19 Dec, 2025 |
| George W. Brochick | 0 | 32,516 | 15 May, 2025 | |
| Carolyn Ann Frank | Svp/Chief Hr Officer | 30,272 | 0 | 17 Feb, 2026 |
| Eric Severson | Svp Admissions | 30,246 | 0 | 11 Jan, 2023 |
| Adrienne Dawn Detray | Svp And Cio | 28,770 | 0 | 19 Dec, 2025 |
| George W. Brochick | 0 | 27,516 | 18 Mar, 2026 | |
| Loretta Lydia Sanchez | 21,590 | 0 | 06 Mar, 2026 | |
| Michael A. Slubowski | 20,675 | 0 | 06 Mar, 2026 | |
| Shannon Lei Okinaka | 19,808 | 0 | 09 Mar, 2026 | |
| Bart Fesperman | Svp Chief Commercial Officer | 19,067 | 0 | 19 Sep, 2023 |
| Kevin Prehn | Concorde Division President | 17,241 | 0 | 19 Dec, 2025 |
| Sonia Claire Mason | Chief Human Resources Officer | 14,860 | 0 | 13 Dec, 2022 |
| George W. Brochick | 4,279 | 0 | 06 Mar, 2026 | |
| George W. Brochick | 4,279 | 0 | 06 Mar, 2026 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 17 Mar, 2026 | George W. Brochick | Common Stock, $0.0001 par value | D | 5,000 | $36.59 | 27,516 | I | S |
| 06 Mar, 2026 | Shannon Lei Okinaka | Common Stock, $0.0001 par value | D | 10,000 | $34.74 | 19,808 | D | S |
| 05 Mar, 2026 | William J Jr Lennox | Common Stock, $0.0001 par value | A | 3,565 | $0.00 | 123,168 | D | A |
| 04 Mar, 2026 | Todd A Hitchcock | Common Stock, $0.0001 par value | D | 16,500 | $37.33 | 104,084 | D | S |
| 05 Mar, 2026 | Shannon Lei Okinaka | Common Stock, $0.0001 par value | A | 3,565 | $0.00 | 29,808 | D | A |
| 05 Mar, 2026 | George W. Brochick | Common Stock, $0.0001 par value | A | 3,565 | $0.00 | 4,279 | D | A |
| 05 Mar, 2026 | Michael A. Slubowski | Common Stock, $0.0001 par value | A | 3,565 | $0.00 | 20,675 | D | A |
| 05 Mar, 2026 | George W. Brochick | Common Stock, $0.0001 par value | A | 3,565 | $0.00 | 4,279 | D | A |
| 05 Mar, 2026 | Loretta Lydia Sanchez | Common Stock, $0.0001 par value | A | 3,565 | $0.00 | 21,590 | D | A |
| 27 Feb, 2026 | Jerome Alan Grant | Common Stock, $0.0001 par value | D | 60,040 | $34.95 | 430,215 | D | S |
| 13 Feb, 2026 | Carolyn Ann Frank | Common Stock, $0.0001 par value | D | 1,750 | $30.08 | 30,272 | D | S |
| 21 Jan, 2026 | Carolyn Ann Frank | Common Stock, $0.0001 par value | D | 2,162 | $27.49 | 32,022 | D | F |
| 17 Dec, 2025 | Bruce Schuman | Common Stock, $0.0001 par value | D | 2,537 | $26.06 | 39,577 | D | F |
| 17 Dec, 2025 | Sherrell Smith | Common Stock, $0.0001 par value | D | 1,321 | $26.06 | 159,375 | D | F |
| 17 Dec, 2025 | Todd A Hitchcock | Common Stock, $0.0001 par value | D | 2,454 | $26.06 | 120,584 | D | F |
| 17 Dec, 2025 | Tracy Kay Lorenz | Common Stock, $0.0001 par value | D | 880 | $26.06 | 45,275 | D | F |
| 17 Dec, 2025 | Carolyn Ann Frank | Common Stock, $0.0001 par value | D | 778 | $26.06 | 34,184 | D | F |
| 17 Dec, 2025 | Adrienne Dawn Detray | Common Stock, $0.0001 par value | D | 1,766 | $26.06 | 28,770 | D | F |
| 17 Dec, 2025 | Christopher E. Kevane | Common Stock, $0.0001 par value | D | 1,670 | $26.06 | 107,175 | D | F |
| 17 Dec, 2025 | Christine Kline | Common Stock, $0.0001 par value | D | 2,171 | $26.06 | 46,506 | D | F |