Executive Chair of UFP Technologies (NASDAQ: UFPT) reports share grant and tax withholding
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
UFP Technologies Executive Chairman Jeffrey R. Bailly reported routine equity compensation activity. He received a grant of 1,787 shares of common stock at no cost, while 750 shares were disposed of to cover tax obligations through share withholding. Following these transactions, he directly holds 171,950 shares of UFP Technologies common stock. A footnote states he also holds 28,706 shares indirectly through a trust and disclaims beneficial ownership of those shares beyond any pecuniary interest.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
BAILLY R JEFFREY
Role
Executive Chairman
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock, $.01 Par Value | 1,787 | $0.00 | -- |
| Tax Withholding | Common Stock, $.01 Par Value | 750 | $223.87 | $168K |
Holdings After Transaction:
Common Stock, $.01 Par Value — 171,950 shares (Direct, null)
Footnotes (1)
- [object Object]
Key Figures
Stock grant: 1,787 shares
Tax withholding shares: 750 shares
Direct holdings after grant: 171,950 shares
+2 more
5 metrics
Stock grant
1,787 shares
Common stock award to Executive Chairman on June 5, 2026
Tax withholding shares
750 shares
Shares disposed to cover tax obligations on June 5, 2026
Direct holdings after grant
171,950 shares
Common stock directly held following reported transactions
Indirect trust holdings
28,706 shares
Shares held indirectly by trust with beneficial ownership disclaimed
Withholding reference price
$223.87 per share
Price used for 750-share tax-withholding disposition
Key Terms
tax-withholding disposition, Grant, award, or other acquisition, indirectly by Trust, disclaims beneficial ownership
4 terms
tax-withholding disposition financial
"transaction_action": "tax-withholding disposition""
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
Grant, award, or other acquisition financial
"transaction_code_description": "Grant, award, or other acquisition""
indirectly by Trust financial
"also holds 28,706 shares of UFP Technologies, Inc. indirectly by Trust"
disclaims beneficial ownership financial
"The reporting person disclaims beneficial ownership of such securities except"
FAQ
What insider transactions did UFPT Executive Chairman Jeffrey Bailly report?
Jeffrey R. Bailly reported a routine equity grant and related tax withholding. He received 1,787 shares of UFP Technologies common stock and 750 shares were disposed of to satisfy tax obligations via share withholding, with no open-market buying or selling reported.
Was Jeffrey Bailly’s UFPT transaction a stock sale on the open market?
No, the filing shows no open-market sale. The 750-share disposition was coded “F,” indicating shares were withheld to cover tax obligations, not sold in the market, alongside a separate stock grant of 1,787 shares.
How are Jeffrey Bailly’s indirect UFPT holdings by trust described?
The footnote states Jeffrey R. Bailly also holds 28,706 UFP Technologies shares indirectly through a trust. He expressly disclaims beneficial ownership of these securities except to the extent of his pecuniary interest, and the report is not an admission of beneficial ownership.