Series U of UM Partners, LLC
CIK 1821469 · View on SEC EDGAR ↗
Insider
First SEC filing: Nov. 24, 2025 · Latest: Nov. 24, 2025
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Insider at
Insider transactions
4 buys (P)
0 sells (S)
Net:
$1,705,616
+ 9 non-open-market transactions below
Avg return of open purchases vs now:
44.9%
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
9 other filings hidden
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Nov. 24, 2025 | UTZ | P | 7,971 | $9.51 | $75,804 | 3,570,000 Direct | +0.22% | Acquired | 48.7% (price as of 2026-08-21) |
| Nov. 21, 2025 | UTZ | P | 70,379 | $9.60 | $675,638 | 3,562,029 Direct | +2.02% | Acquired | 47.3% (price as of 2026-08-21) |
| Nov. 20, 2025 | UTZ | P | 6,650 | $9.53 | $63,374 | 3,491,650 Direct | +0.19% | Acquired | 48.4% (price as of 2026-08-21) |
| Nov. 3, 2025 | UTZ | P | 85,000 | $10.48 | $890,800 | 3,485,000 Direct | +2.50% | Acquired | 35.0% (price as of 2026-08-21) |
| May 6, 2024 | UTZ | S | 397,885 | $18.76 | $7,464,323 | 0 Direct | -100.00% | Disposed | -24.6% (price as of 2026-08-21) |
| March 4, 2024 | UTZ | S | 446,250 | $17.40 | $7,764,750 | 397,885 Direct | -52.86% | Disposed | -18.7% (price as of 2026-08-21) |
| Feb. 12, 2024 | UTZ | S 10b5-1 | 5,865 | $19.03 | $111,611 | 844,135 Direct | -0.69% | Disposed | -25.7% (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 |
|---|---|---|---|---|---|---|---|
| Jan. 13, 2025 | UTZ | Company Common Units [F1] | Class A Common Stock (1,700,000) | — | — | 1,700,000 | Disposed |
| Nov. 7, 2024 | UTZ | Company Common Units [F1] | Class A Common Stock (850,000) | — | — | 850,000 | Disposed |
| July 9, 2024 | UTZ | Company Common Units [F1] | Class A Common Stock (850,000) | — | — | 850,000 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).