Anna J Schultheis

CIK 1929788 · View on SEC EDGAR ↗

Insider

First SEC filing: May 19, 2022 · Latest: Feb. 11, 2026

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 29 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

No open-market trades on record; showing all filings.

Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
Feb. 23, 2026 UBSI F 218 $44.28 $9,653 11,650 Direct -1.84% Disposed 8.3% (price as of 2026-08-21)
Feb. 22, 2026 UBSI F 354 $44.28 $15,675 11,868 Direct -2.90% Disposed 8.3% (price as of 2026-08-21)
Feb. 20, 2026 UBSI F 353 $44.07 $15,557 12,222 Direct -2.81% Disposed 8.8% (price as of 2026-08-21)
Feb. 19, 2026 UBSI A 1,929 12,575 Direct +18.12% Acquired (price as of 2026-08-21)
Dec. 11, 2025 UBSI M 1,375 $35.04 $48,180 11,903 Direct +13.06% Acquired 36.9% (price as of 2026-08-21)
Dec. 11, 2025 UBSI F 1,287 $39.53 $50,875 10,616 Direct -10.81% Disposed 21.3% (price as of 2026-08-21)
Dec. 11, 2025 UBSI M 1,375 $39.53 $54,354 0 Direct -100.00% Disposed 21.3% (price as of 2026-08-21)
Feb. 23, 2025 UBSI F 217 $35.53 $7,710 10,385 Direct -2.05% Disposed 35.0% (price as of 2026-08-21)
Feb. 22, 2025 UBSI F 135 $35.53 $4,797 10,956 Direct -1.22% Disposed 35.0% (price as of 2026-08-21)
Feb. 22, 2025 UBSI F 354 $35.53 $12,578 10,602 Direct -3.23% Disposed 35.0% (price as of 2026-08-21)
Feb. 20, 2025 UBSI A 2,176 11,091 Direct +24.41% Acquired (price as of 2026-08-21)
Nov. 7, 2024 UBSI M 1,250 $36.92 $46,150 9,982 Direct +14.32% Acquired 29.9% (price as of 2026-08-21)
Nov. 7, 2024 UBSI F 1,160 $42.59 $49,404 8,822 Direct -11.62% Disposed 12.6% (price as of 2026-08-21)
Nov. 7, 2024 UBSI M 1,250 $42.59 $53,238 0 Direct -100.00% Disposed 12.6% (price as of 2026-08-21)
Feb. 24, 2024 UBSI F 86 $34.42 $2,960 8,592 Direct -0.99% Disposed 39.3% (price as of 2026-08-21)
Feb. 23, 2024 UBSI F 218 $34.36 $7,490 8,678 Direct -2.45% Disposed 39.6% (price as of 2026-08-21)
Feb. 22, 2024 UBSI A 2,183 9,163 Direct +31.28% Acquired (price as of 2026-08-21)
Feb. 22, 2024 UBSI F 133 $34.49 $4,587 9,030 Direct -1.45% Disposed 39.1% (price as of 2026-08-21)
Feb. 22, 2024 UBSI F 134 $34.49 $4,622 8,896 Direct -1.48% Disposed 39.1% (price as of 2026-08-21)
Dec. 7, 2023 UBSI M 1,250 $28.89 $36,112 8,036 Direct +18.42% Acquired 66.0% (price as of 2026-08-21)
Dec. 7, 2023 UBSI F 1,131 $35.02 $39,608 6,905 Direct -14.07% Disposed 37.0% (price as of 2026-08-21)
Dec. 7, 2023 UBSI M 1,250 $35.02 $43,775 0 Direct -100.00% Disposed 37.0% (price as of 2026-08-21)
Feb. 25, 2023 UBSI F 63 $40.94 $2,579 6,665 Direct -0.94% Disposed 17.1% (price as of 2026-08-21)
Feb. 24, 2023 UBSI F 89 $40.98 $3,647 6,728 Direct -1.31% Disposed 17.0% (price as of 2026-08-21)
Feb. 23, 2023 UBSI A 1,342 6,817 Direct +24.51% Acquired (price as of 2026-08-21)
Feb. 22, 2023 UBSI F 277 $40.86 $11,318 5,475 Direct -4.82% Disposed 17.4% (price as of 2026-08-21)
Nov. 30, 2022 UBSI M 1,250 $26.19 $32,738 6,688 Direct +22.99% Acquired 83.1% (price as of 2026-08-21)
Nov. 30, 2022 UBSI F 985 $42.89 $42,247 5,703 Direct -14.73% Disposed 11.8% (price as of 2026-08-21)
Nov. 30, 2022 UBSI M 1,250 $42.89 $53,612 0 Direct -100.00% Disposed 11.8% (price as of 2026-08-21)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
Dec. 11, 2025 UBSI Stock Option Common Stock (1,375) $35.04 March 1, 2026 1,375 Disposed
Nov. 7, 2024 UBSI Stock Option Common Stock (1,250) $36.92 Feb. 23, 2025 1,250 Disposed
Dec. 7, 2023 UBSI Stock Option Common Stock (1,250) $28.89 Feb. 24, 2024 1,250 Disposed
Nov. 30, 2022 UBSI Stock Option Common Stock (1,250) $26.19 Feb. 19, 2023 1,250 Disposed

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 11 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
May 19, 2022 UBSI Common Stock 5,383 Direct
May 19, 2022 UBSI Common Stock 7,933 Indirect
May 19, 2022 UBSI Common Stock 1,062 Indirect
May 19, 2022 UBSI Stock Option→ Common Stock (1,250) 1,250 Direct
May 19, 2022 UBSI Stock Option→ Common Stock (1,250) 1,250 Direct
May 19, 2022 UBSI Stock Option→ Common Stock (793) 793 Direct
May 19, 2022 UBSI Stock Option→ Common Stock (1,375) 1,375 Direct
May 19, 2022 UBSI Stock Option→ Common Stock (1,250) 1,250 Direct
May 19, 2022 UBSI Stock Option→ Common Stock (1,750) 1,750 Direct
May 19, 2022 UBSI Stock Option→ Common Stock (1,750) 1,750 Direct
May 19, 2022 UBSI Stock Option→ Common Stock (1,750) 1,750 Direct