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Company Analysis

ULTA Insider Trading

Ulta Beauty, Inc. | Retail-Retail Stores, NEC

Comprehensive Trading Performance Summary

The investment history of corporate insiders at Ulta Beauty, Inc. provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the Retail-Retail Stores, NEC sector.

Transactions on Chart

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Filing Date Trade Date Reporting Person Relationship Type Price Qty Total, $ Owned After Change, %
2020-12-11 00:22 2020-12-09 Nagler Lorna Director OPT+S $271.67 5,000 $1,358,350 6,963 0.0%
2020-12-11 00:19 2020-12-08 Caro Jodi J Officer - GC and Corporate Secretary OPT+S $273.45 4,371 $1,195,239 6,035 0.0%
2020-09-08 23:32 2020-09-04 Nagler Lorna Director OPT+S $240.94 3,000 $722,810 6,963 0.0%
2020-09-03 23:16 2020-09-02 MRKONIC GEORGE R JR Director SELL $234.82 2,351 $552,062 0 -100.0%
2020-09-02 23:38 2020-09-01 Halligan Catherine Ann Director SELL $230.00 250 $57,500 2,500 -9.1%
2020-06-30 00:27 2020-06-26 Blount Sally E. Director BUY $193.00 250 $48,250 1,239 +25.3%
2020-06-10 23:48 2020-06-09 CHILDS JEFFREY J Officer - Chief Human Resources Officer SELL $245.75 3,494 $858,666 5,890 -37.2%
2020-06-08 23:29 2020-06-05 Halligan Catherine Ann Director SELL $256.55 500 $128,273 2,750 -15.4%
2020-06-05 00:02 2020-06-02 Nagler Lorna Director OPT+S $237.22 5,167 $1,225,730 6,368 0.0%
2019-12-20 00:08 2019-12-18 CHILDS JEFFREY J Officer - Chief Human Resources Officer OPT+S $252.20 3,031 $764,412 7,302 0.0%
2019-10-01 01:12 2019-09-26 HEILBRONN CHARLES Director BUY $241.52 243,849 $58,894,240 2,026,679 +13.7%
2019-09-27 15:25 2019-09-26 Dillon Mary N Officer - Chief Executive Officer BUY $237.17 1,300 $308,321 26,544 +5.1%
2019-06-24 23:24 2019-06-21 Blount Sally E. Director SELL $359.28 315 $113,173 989 -24.2%
2019-06-18 00:45 2019-06-14 Nagler Lorna Director OPT+S $354.03 2,000 $708,050 6,368 0.0%
2019-06-10 23:17 2019-06-07 Halligan Catherine Ann Director SELL $343.02 400 $137,209 2,811 -12.5%
2019-04-02 23:56 2019-04-01 Eck Dennis K Director SELL $352.83 10,000 $3,528,342 220,000 -4.3%
2019-04-01 23:16 2019-03-28 Eck Dennis K Director SELL $349.90 11,067 $3,872,343 230,000 -4.6%
2019-03-27 23:54 2019-03-25 Kimbell David C Officer - See Remarks OPT+S $333.50 15,452 $5,153,166 10,905 0.0%
2019-03-27 23:48 2019-03-26 Halligan Catherine Ann Director SELL $344.36 100 $34,436 2,766 -3.5%
2019-03-27 23:44 2019-03-25 Eck Dennis K Director SELL $339.94 36,100 $12,271,996 241,067 -13.0%
2019-03-27 23:39 2019-03-25 DiRomualdo Robert F Director SELL $338.69 66,902 $22,658,771 250,537 -21.1%
2019-03-27 23:51 2019-03-25 HEILBRONN CHARLES Director SELL $336.49 42,500 $14,301,016 1,782,830 -2.3%
2019-03-26 00:07 2019-03-21 Eck Dennis K Director SELL $336.01 10,000 $3,360,075 277,167 -3.5%
2019-03-26 00:13 2019-03-21 HEILBRONN CHARLES Director SELL $335.01 162,490 $54,436,246 1,825,330 -8.2%
2019-03-22 23:25 2019-03-20 DiRomualdo Robert F Director SELL $337.12 3,098 $1,044,405 317,439 -1.0%
2019-03-22 00:55 2019-03-19 Settersten Scott M Officer - Chief Financial Officer OPT+S $338.64 29,529 $9,999,830 4,977 0.0%
2019-03-21 23:41 2019-03-19 Halligan Catherine Ann Director SELL $342.97 704 $241,451 2,924 -19.4%
2019-03-21 23:32 2019-03-20 Eck Dennis K Director SELL $336.06 15,000 $5,040,863 287,167 -5.0%
2019-03-21 23:29 2019-03-19 Nagler Lorna Director OPT+S $337.62 4,500 $1,519,300 5,923 0.0%
2019-03-21 23:20 2019-03-19 Caro Jodi J Officer - GC and Corporate Secretary OPT+S $334.52 2,511 $839,984 2,643 0.0%
2019-03-22 00:49 2019-03-19 Dillon Mary N Officer - Chief Executive Officer OPT+S $334.42 120,949 $40,448,115 72,712 0.0%
2019-03-21 23:25 2019-03-19 CHILDS JEFFREY J Officer - Chief Human Resources Officer OPT+S $333.89 9,757 $3,257,747 6,514 0.0%
2019-03-22 01:01 2019-03-19 HEILBRONN CHARLES Director SELL $334.99 242,432 $81,213,484 1,987,820 -10.9%
2018-09-20 01:04 2018-09-18 Eck Dennis K Director SELL $285.76 36,794 $10,514,128 303,500 -10.8%
2018-09-18 23:17 2018-09-17 Halligan Catherine Ann Director SELL $281.50 129 $36,313 3,628 -3.4%
2018-09-14 01:15 2018-09-11 Eck Dennis K Director SELL $287.15 35,000 $10,050,341 340,294 -9.3%
2018-09-10 23:34 2018-09-06 Nagler Lorna Director OPT+S $276.19 2,000 $552,383 5,923 0.0%
2018-06-25 23:27 2018-06-21 Eck Dennis K Director SELL $251.53 3,500 $880,345 375,294 -0.9%
2018-06-21 23:39 2018-06-20 Eck Dennis K Director SELL $250.57 10,900 $2,731,216 386,794 -2.7%
2018-06-13 23:44 2018-06-11 CHILDS JEFFREY J Officer - Chief Human Resources Officer OPT+S $251.83 8,000 $2,014,664 10,534 0.0%
2018-06-13 23:48 2018-06-11 PHILIPPIN CHARLES J Director SELL $251.00 50,000 $12,550,110 90,923 -35.5%
2018-06-11 23:57 2018-06-08 WITTMAN VANESSA AMES Director SELL $249.94 600 $149,963 2,785 -17.7%
2018-06-08 00:22 2018-06-05 Settersten Scott M Officer - Chief Financial Officer SELL $253.09 7,032 $1,779,716 6,423 -52.3%
2018-06-08 00:14 2018-06-05 Halligan Catherine Ann Director SELL $252.44 400 $100,976 3,188 -11.1%
2018-04-19 23:15 2018-04-17 Eck Dennis K Director SELL $231.53 16,000 $3,704,448 397,107 -3.9%
2018-04-18 00:27 2018-04-16 Nagler Lorna Director OPT+S $228.35 3,000 $685,057 5,336 0.0%
2018-04-12 00:18 2018-04-09 Eck Dennis K Director SELL $216.82 22,000 $4,770,128 413,107 -5.1%
2018-04-09 16:18 2018-04-05 Dillon Mary N Officer - Chief Executive Officer OPT+S $206.99 16,286 $3,370,976 101,431 0.0%
2017-10-16 23:16 2017-10-12 HEILBRONN CHARLES Director BUY $195.21 127,889 $24,965,838 2,230,252 +6.1%
2017-08-30 23:24 2017-08-29 MacDonald Michael R Director BUY $208.37 2,000 $416,748 6,224 +47.3%
SHOW ENTRIES

How to Interpret $ULTA Trades

Not every insider transaction in Ulta Beauty, Inc. is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $ULTA shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.

Data Source & Accuracy for ULTA

Insider activity data for Ulta Beauty, Inc. is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $ULTA, allowing you to follow the capital of those with the most intimate knowledge of the company.

UNDERSTANDING THE DATA

FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.

TRADE DATE: The actual day the insider executed the purchase or sale in the market.

INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.

OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.

CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.

TRADE TYPES DEFINITIONS

BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.

SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.

OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.