Julie R Gurtis
CIK 1929562 · 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 | 898 | $44.28 | $39,763 | 28,703 Direct | -3.03% | Disposed | 8.3% (price as of 2026-08-21) |
| Feb. 22, 2026 | UBSI | F | 996 | $44.28 | $44,103 | 29,601 Direct | -3.26% | Disposed | 8.3% (price as of 2026-08-21) |
| Feb. 20, 2026 | UBSI | F | 1,093 | $44.07 | $48,169 | 28,328 Direct | -3.72% | Disposed | 8.8% (price as of 2026-08-21) |
| Feb. 19, 2026 | UBSI | A | 2,269 | $44.07 | $99,995 | 31,690 Direct | +7.71% | Acquired | 8.8% (price as of 2026-08-21) |
| Dec. 11, 2025 | UBSI | M | 3,200 | $35.04 | $112,128 | 32,397 Direct | +10.96% | Acquired | 36.9% (price as of 2026-08-21) |
| Dec. 11, 2025 | UBSI | F | 2,976 | $39.53 | $117,641 | 29,421 Direct | -9.19% | Disposed | 21.3% (price as of 2026-08-21) |
| Dec. 11, 2025 | UBSI | M | 3,200 | $39.53 | $126,496 | 0 Direct | -100.00% | Disposed | 21.3% (price as of 2026-08-21) |
| Feb. 23, 2025 | UBSI | F | 922 | $35.53 | $32,759 | 29,197 Direct | -3.06% | Disposed | 35.0% (price as of 2026-08-21) |
| Feb. 22, 2025 | UBSI | F | 693 | $35.53 | $24,622 | 31,174 Direct | -2.17% | Disposed | 35.0% (price as of 2026-08-21) |
| Feb. 22, 2025 | UBSI | F | 1,055 | $35.53 | $37,484 | 30,119 Direct | -3.38% | Disposed | 35.0% (price as of 2026-08-21) |
| Feb. 20, 2025 | UBSI | A | 7,513 | — | — | 31,867 Direct | +30.85% | Acquired | (price as of 2026-08-21) |
| Nov. 6, 2024 | UBSI | M | 3,200 | $36.92 | $118,144 | 26,735 Direct | +13.60% | Acquired | 29.9% (price as of 2026-08-21) |
| Nov. 6, 2024 | UBSI | F | 2,968 | $42.59 | $126,407 | 23,767 Direct | -11.10% | Disposed | 12.6% (price as of 2026-08-21) |
| Nov. 6, 2024 | UBSI | M | 3,200 | $42.59 | $136,288 | 0 Direct | -100.00% | Disposed | 12.6% (price as of 2026-08-21) |
| Feb. 24, 2024 | UBSI | F | 126 | $34.42 | $4,337 | 23,535 Direct | -0.53% | Disposed | 39.3% (price as of 2026-08-21) |
| Feb. 23, 2024 | UBSI | F | 923 | $34.36 | $31,714 | 23,661 Direct | -3.75% | Disposed | 39.6% (price as of 2026-08-21) |
| Feb. 22, 2024 | UBSI | A | 7,794 | — | — | 25,768 Direct | +43.36% | Acquired | (price as of 2026-08-21) |
| Feb. 22, 2024 | UBSI | F | 492 | $34.49 | $16,969 | 25,276 Direct | -1.91% | Disposed | 39.1% (price as of 2026-08-21) |
| Feb. 22, 2024 | UBSI | F | 692 | $34.49 | $23,867 | 24,584 Direct | -2.74% | Disposed | 39.1% (price as of 2026-08-21) |
| Feb. 25, 2023 | UBSI | F | 99 | $40.94 | $4,053 | 17,974 Direct | -0.55% | Disposed | 17.1% (price as of 2026-08-21) |
| Feb. 24, 2023 | UBSI | F | 141 | $40.98 | $5,778 | 18,073 Direct | -0.77% | Disposed | 17.0% (price as of 2026-08-21) |
| Feb. 23, 2023 | UBSI | A | 6,345 | — | — | 18,214 Direct | +53.46% | Acquired | (price as of 2026-08-21) |
| Feb. 22, 2023 | UBSI | F | 1,183 | $40.86 | $48,337 | 11,869 Direct | -9.06% | Disposed | 17.4% (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 (3,200) | $35.04 | March 1, 2026 | 3,200 | Disposed |
| Nov. 6, 2024 | UBSI | Stock Option | Common Stock (3,200) | $36.92 | Feb. 23, 2025 | 3,200 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 10 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| May 19, 2022 | UBSI | Common Stock | 13,052 | Direct |
| May 19, 2022 | UBSI | Common Stock | 9,333 | Indirect |
| May 19, 2022 | UBSI | Common Stock | 587 | Indirect |
| May 19, 2022 | UBSI | Common Stock | 1,268 | Indirect |
| May 19, 2022 | UBSI | Stock Option→ Common Stock (1,453) | 1,453 | Direct |
| May 19, 2022 | UBSI | Stock Option→ Common Stock (3,200) | 3,200 | Direct |
| May 19, 2022 | UBSI | Stock Option→ Common Stock (3,200) | 3,200 | Direct |
| May 19, 2022 | UBSI | Stock Option→ Common Stock (3,200) | 3,200 | Direct |
| May 19, 2022 | UBSI | Stock Option→ Common Stock (3,200) | 3,200 | Direct |
| May 19, 2022 | UBSI | Stock Option→ Common Stock (3,200) | 3,200 | Direct |