Anna J Schultheis
CIK 1929788 · View on SEC EDGAR ↗
First SEC filing: May 19, 2022 · Latest: Feb. 11, 2026
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Insider transactions
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 |