UFP Technologies trustee proposes $9.2M share sale

Accepted by SEC EDGAR 08/06/2026 - 11:18 AM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

John B. Bailly, identified as an affiliate and trustee of The R. Jeffrey Bailly Irrevocable Trust of 2022, reported a proposed sale of 28,706 UFP Technologies Inc. common shares, with an approximate sale date of August 6, 2026. The reported aggregate market value is $9,200,560.00. The trust received 109,929 shares as a gift from R. Jeffrey Bailly on November 10, 2022.

Key Figures

Common shares proposed for sale: 28,706 shares Aggregate market value: $9,200,560.00 Shares outstanding: 7,736,939 shares +1 more

4 metrics

Common shares proposed for sale 28,706 shares Approximate sale date: August 6, 2026

Aggregate market value $9,200,560.00 Proposed sale

Shares outstanding 7,736,939 shares Reported in the securities information

Shares received as a gift 109,929 shares Received by the trust on November 10, 2022

Key Terms

Affiliate, Aggregate Market Value, Irrevocable Trust, Outstanding

4 terms

Affiliate regulatory

"Relationship to Issuer | Affiliate"

Aggregate Market Value financial

"Aggregate Market Value | 9200560.00"

Aggregate market value is the combined price you would pay to buy all outstanding shares of a company or all companies in a group at current market prices — essentially the sum of each stock’s market capitalization. It matters to investors because it shows the overall size and weight of an investment or sector (like the total cost to buy every piece of a puzzle), helps compare scale across companies or markets, and influences index composition and risk exposure.

Irrevocable Trust regulatory

"The R. Jeffrey Bailly Irrevocable Trust of 2022"

An irrevocable trust is a legal arrangement where an owner transfers assets into a separate entity managed by a trustee and gives up the power to modify or reclaim those assets. For investors it matters because putting stock or other holdings into such a trust can change who controls and benefits from the assets, affect taxes and creditor protection, and influence how easy it is to sell or value those holdings—like placing valuables in a locked safe overseen by someone else.

Outstanding financial

"Number of Shares or Other Units Outstanding | 7736939"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many UFPT shares is John B. Bailly reporting for sale?

John B. Bailly, identified as an affiliate and trustee of The R. Jeffrey Bailly Irrevocable Trust of 2022, reported a proposed sale of 28,706 common shares with an aggregate market value of $9,200,560.00.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0001988808
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	UFP TECHNOLOGIES INC
SEC File Number	001-12648
Address of Issuer	100 HALE STREET NEWBURYPORT MASSACHUSETTS 01950
Phone	978-352-2200
Name of Person for Whose Account the Securities are To Be Sold	John B. Bailly as Trustee of The R. Jeffrey Bailly Irrevocable Trust of 2022
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	Affiliate

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Charles Schwab Corp 3000 Schwab Way Westlake TX 76262	28706	9200560.00	7736939	08/06/2026	Nasdaq

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	11/10/2022	Trust received shares as a gift from R. Jeffrey Bailly	R. Jeffrey Bailly		01/10/2010	109929	11/10/2022	N/A

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Nothing to Report

144: Remarks and Signature

Remarks	The R. Jeffrey Bailly Irrevocable Trust received 109,929 shares as a gift from Mr. R. Jeffrey Bailly on 11/10/2022. Mr. R Jeffrey Bailly acquired these share on: 20,000 shares on 1/10/2010 50,354 shares on 2/24/2011 39,575 shares on 8/21/2013
Date of Notice	08/06/2026
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	John B Bailly TTEE The R. Jeffrey Revocable Trust
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)