Schultheis Anna J

Officer · UBSI

As of 2026-09-16, Schultheis Anna J has 11 Form 4 transactions on record across 1 company — 7 in the trailing 12 months.

Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.

Reconstructed holdings

Direct: $551KIndirect: $0$551Kas of 2026-09-16
  • Direct $551K
  • Indirect $0
UBSIdirect11,650 sh$551K

Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.

Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.

Trades by company

UBSI · 11 trades
2026-02-23: Withheld for tax, 218 sh ($10K)2026-02-22: Withheld for tax, 354 sh ($16K)2026-02-20: Withheld for tax, 353 sh ($16K)2026-02-19: Award / grant, 1,929 sh ($0)2025-12-11: Option exercise, 1,375 sh ($54K)2025-12-11: Withheld for tax, 1,287 sh ($51K)2025-12-11: Option exercise, 1,375 sh ($48K)2025-02-23: Withheld for tax, 217 sh ($8K)2025-02-22: Withheld for tax, 354 sh ($13K)2025-02-22: Withheld for tax, 135 sh ($5K)2025-02-20: Award / grant, 2,176 sh ($0)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
11 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-02-23UBSIWithheld for tax21811,650Form 4
2026-02-22UBSIWithheld for tax35411,868Form 4
2026-02-20UBSIWithheld for tax35312,222Form 4
2026-02-19UBSIAward / grant1,92912,575Form 4
2025-12-11UBSIOption exercise1,3750Form 4
2025-12-11UBSIWithheld for tax1,28710,616Form 4
2025-12-11UBSIOption exercise1,37511,903Form 4
2025-02-23UBSIWithheld for tax21710,385Form 4
2025-02-22UBSIWithheld for tax35410,602Form 4
2025-02-22UBSIWithheld for tax13510,956Form 4
2025-02-20UBSIAward / grant2,17611,091Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.