Holtz David L

Officer · UP

As of 2026-09-16, Holtz David L has 14 Form 4 transactions on record across 1 company — 9 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: $248KIndirect: $0$248Kas of 2026-09-16
  • Direct $248K
  • Indirect $0
UPdirect78,438 sh$248K

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

UP · 14 trades
2026-08-26: Withheld for tax, 373 sh ($2K)2026-08-26: Withheld for tax, 134 sh ($678)2026-05-26: Withheld for tax, 376 sh ($3K)2026-05-26: Withheld for tax, 135 sh ($1K)2026-02-26: Withheld for tax, 35,387 sh ($23K)2026-02-26: Withheld for tax, 3,159 sh ($2K)2026-02-25: Award / grant, 721,154 sh ($0)2025-11-26: Withheld for tax, 2,678 sh ($2K)2025-10-02: Withheld for tax, 45,035 sh ($85K)2025-08-29: Sale, 36,318 sh ($106K)2025-08-26: Withheld for tax, 2,678 sh ($8K)2025-05-26: Withheld for tax, 2,696 sh ($5K)2025-02-26: Withheld for tax, 12,711 sh ($15K)2025-02-26: Award / grant, 338,542 sh ($0)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
2025-08-29UPSale36,318 @ $2.92$106K−3.7% of holding954,254Form 4
13 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-08-26UPWithheld for tax37378,438Form 4
2026-08-26UPWithheld for tax13478,811Form 4
2026-05-26UPWithheld for tax37678,945Form 4
2026-05-26UPWithheld for tax13579,321Form 4
2026-02-26UPWithheld for tax35,3871,589,149Form 4
2026-02-26UPWithheld for tax3,1591,624,536Form 4
2026-02-25UPAward / grant721,1541,627,695Form 4
2025-11-26UPWithheld for tax2,678906,541Form 4
2025-10-02UPWithheld for tax45,035909,219Form 4
2025-08-26UPWithheld for tax2,678990,572Form 4
2025-05-26UPWithheld for tax2,696993,250Form 4
2025-02-26UPWithheld for tax12,711589,696Form 4
2025-02-26UPAward / grant338,542928,238Form 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.