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Company Analysis

ULTI Insider Trading

ULTI | Market Equity

Comprehensive Trading Performance Summary

The investment history of corporate insiders at ULTI 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 Market Equity sector.

Transactions on Chart

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Filing Date Trade Date Reporting Person Relationship Type Price Qty Total, $ Owned After Change, %
2019-02-13 01:06 2019-02-11 Rogers Adam Officer - Senior VP, Technology SELL $331.91 5,495 $1,823,844 48,334 -10.2%
2019-02-13 01:05 2019-02-11 Swick Gregory Officer - Senior VP, Enterprise Sales SELL $331.99 2,974 $987,351 29,167 -9.3%
2019-02-13 01:04 2019-02-11 SCHERR MARC D Director, Officer - Vice-Chairman & COO SELL $331.69 66,758 $22,142,834 94,018 -41.5%
2019-02-13 01:04 2019-02-11 SCHERR SCOTT Director, Officer - Chairman, President and CEO SELL $331.68 70,809 $23,485,681 135,758 -34.3%
2019-02-13 01:02 2019-02-11 Alvaro Felicia Director, Officer - Exec. VP. CFO and Treasurer OPT+S $331.95 3,929 $1,304,226 40,000 0.0%
2019-02-08 00:14 2019-02-07 FITZPATRICK JAMES A JR Director SELL $332.00 531 $176,290 9,937 -5.1%
2019-02-08 00:12 2019-02-07 Phenicie John C Officer - Senior VP, Workplace Sales SELL $331.97 5,000 $1,659,825 31,118 -13.8%
2019-02-08 00:10 2019-02-07 Manne Robert Officer - Senior VP, General Counsel SELL $331.96 5,000 $1,659,820 51,677 -8.8%
2018-11-07 00:09 2018-11-06 Swick Gregory Officer - Senior VP, Enterprise Sales SELL $257.00 4,252 $1,092,781 19,167 -18.2%
2018-11-07 00:08 2018-11-06 Rogers Adam Officer - Senior VP, Technology SELL $256.95 7,075 $1,817,902 31,667 -18.3%
2018-11-02 23:01 2018-11-02 FITZPATRICK JAMES A JR Director SELL $267.20 494 $131,997 9,969 -4.7%
2018-08-03 23:37 2018-08-02 SCHERR MARC D Director, Officer - Vice-Chairman & COO SELL $279.41 10,000 $2,794,086 193,371 -4.9%
2018-08-03 23:36 2018-08-02 Manne Robert Officer - Senior VP, General Counsel SELL $278.87 5,000 $1,394,360 59,292 -7.8%
2018-08-03 23:36 2018-08-02 Phenicie John C Officer - Senior VP, Workplace Sales SELL $279.07 5,000 $1,395,348 39,070 -11.3%
2018-08-03 23:36 2018-08-02 FITZPATRICK JAMES A JR Director SELL $276.70 505 $139,734 9,969 -4.8%
2018-05-09 23:46 2018-05-03 FITZPATRICK JAMES A JR Director OPT+S $247.43 4,375 $1,082,505 6,225 0.0%
2018-05-08 23:31 2018-05-04 Alvaro Felicia Director, Officer - Exec. VP. CFO and Treasurer SELL $250.84 2,000 $501,680 27,680 -6.7%
2018-05-04 23:12 2018-05-03 FITZPATRICK JAMES A JR Director SELL $247.43 4,375 $1,082,505 6,225 -41.3%
2018-05-04 23:09 2018-05-03 Manne Robert Officer - Senior VP, General Counsel SELL $247.12 5,000 $1,235,576 64,292 -7.2%
2018-02-23 00:10 2018-02-21 WILBER RICK Director SELL $244.96 5,000 $1,224,800 127,375 -3.8%
2018-02-14 01:57 2018-02-09 SCHERR MARC D Director, Officer - Vice-Chairman & COO SELL $224.42 83,351 $18,705,990 203,371 -29.1%
2018-02-14 01:57 2018-02-09 DAUERMAN MITCHELL K Officer - Exec. VP, CFO and Treasurer SELL $224.68 28,125 $6,319,212 86,514 -24.5%
2018-02-14 01:56 2018-02-09 SCHERR SCOTT Director, Officer - Chairman, President and CEO SELL $224.58 110,522 $24,820,644 216,777 -33.8%
2018-02-14 01:56 2018-02-12 Rogers Adam Officer - Senior VP, Technology SELL $228.40 3,563 $813,775 43,334 -7.6%
2018-02-14 01:54 2018-02-12 Swick Gregory Officer - Senior VP, Enterprise Sales SELL $228.20 2,968 $677,298 27,501 -9.7%
2018-02-14 01:54 2018-02-12 Phenicie John C Officer - Senior VP, Workplace Sales OPT+S $226.48 7,088 $1,605,263 44,070 0.0%
2018-02-09 02:30 2018-02-08 Manne Robert Officer - Senior VP, General Counsel SELL $228.85 5,000 $1,144,269 60,353 -7.7%
2018-02-09 02:30 2018-02-08 FITZPATRICK JAMES A JR Director SELL $228.63 4,230 $967,111 6,346 -40.0%
2017-11-14 16:27 2017-11-10 Leiter Alois T Director SELL $198.16 5,559 $1,101,559 162,596 -3.3%
2017-11-09 01:59 2017-11-07 SCHERR MARC D Director, Officer - Vice-Chairman & COO SELL $196.25 29,992 $5,885,960 346,387 -8.0%
2017-11-09 01:58 2017-11-07 Phenicie John C Officer - Senior VP, Workplace Sales SELL $196.41 10,156 $1,994,727 37,360 -21.4%
2017-11-09 01:58 2017-11-07 DAUERMAN MITCHELL K Officer - Exec. VP, CFO and Treasurer SELL $196.00 15,480 $3,034,078 117,981 -11.6%
2017-11-09 01:58 2017-11-07 Rogers Adam Officer - Senior VP, Technology SELL $195.95 16,487 $3,230,549 30,137 -35.4%
2017-11-09 01:58 2017-11-07 SCHERR SCOTT Director, Officer - Chairman, President and CEO SELL $196.21 43,537 $8,542,547 394,365 -9.9%
2017-11-09 01:57 2017-11-07 Swick Gregory Officer - Senior VP, Enterprise Sales SELL $196.10 12,106 $2,373,988 25,694 -32.0%
2017-11-07 02:24 2017-11-03 Manne Robert Officer - Senior VP, General Counsel SELL $206.08 5,000 $1,030,379 73,633 -6.4%
2017-11-07 02:24 2017-11-03 FITZPATRICK JAMES A JR Director OPT+S $205.82 4,585 $943,663 10,065 0.0%
2017-08-05 00:01 2017-08-03 FITZPATRICK JAMES A JR Director OPT+S $200.39 4,613 $924,399 10,387 0.0%
2017-08-05 00:00 2017-08-03 Manne Robert Officer - Senior VP, General Counsel SELL $200.39 5,000 $1,001,950 78,633 -6.0%
2017-04-28 23:43 2017-04-27 FITZPATRICK JAMES A JR Director OPT+S $198.95 4,630 $921,134 10,791 0.0%
2017-04-28 23:42 2017-04-27 Rogers Adam Officer - Senior VP, Technology SELL $198.92 3,482 $692,632 51,477 -6.3%
2017-03-07 00:40 2017-03-03 YANOVER ROBERT Director SELL $194.45 200 $38,889 0 -100.0%
2017-02-18 00:13 2017-02-17 PUTTEN LEROY VANDER Director SELL $195.85 1,348 $264,003 20,158 -6.3%
2017-02-16 00:48 2017-02-15 YANOVER ROBERT Director SELL $196.58 200 $39,317 0 -100.0%
2017-02-15 01:42 2017-02-14 Leiter Alois T Director OPT+S $195.76 1,765 $345,520 159,272 0.0%
2017-02-14 03:39 2017-02-13 SCHERR MARC D Director, Officer - Vice-Chairman & COO SELL $193.88 18,569 $3,600,184 376,379 -4.7%
2017-02-14 03:38 2017-02-13 SCHERR SCOTT Director, Officer - Chairman, President and CEO SELL $193.85 44,566 $8,639,213 437,902 -9.2%
2017-02-14 03:37 2017-02-13 Swick Gregory Officer - Senior VP, Enterprise Sales SELL $193.86 2,898 $561,817 42,098 -6.4%
2017-02-10 01:52 2017-02-09 SCHERR MARC D Director, Officer - Vice-Chairman & COO SELL $194.40 30,889 $6,004,683 251,098 -11.0%
2017-02-10 01:51 2017-02-09 SCHERR SCOTT Director, Officer - Chairman, President and CEO SELL $194.39 30,901 $6,006,728 357,405 -8.0%
SHOW ENTRIES

How to Interpret $ULTI Trades

Not every insider transaction in ULTI is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $ULTI 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 ULTI

Insider activity data for ULTI 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 $ULTI, 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.