David L Holtz
CIK 2010869 · Chief Operating Officer · last filed 2026-05-28
David L Holtz is a Chief Operating Officer who has filed 11 SEC Form 4 insider transactions across 1 company since 2024. The most recent filing shows the insider had shares withheld for taxes covering $4.4K of UP on May 28, 2026. Across all open-market trades the lifetime net is −$106.0K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $562.9K across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$562.9K
1
11
-$106.0K
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| UP | Chief Operating Officer | 78,945 | $7.13 | $562.9K | -$106.0K | 11 | 2026-05-28 |
Recent Filings
11 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-05-28 | UP | Tax (F) | −511 | -$4.4K | EDGAR |
| 2026-02-27 | UP | Mixed | +682,608 | -$25.4K | EDGAR |
| 2025-12-01 | UP | Tax (F) | −2,678 | -$2.1K | EDGAR |
| 2025-10-03 | UP | Tax (F) | −45,035 | -$85.1K | EDGAR |
| 2025-09-03 | UP | Sell (S) | −36,318 | -$106.0K | EDGAR |
| 2025-08-28 | UP | Tax (F) | −2,678 | -$8.0K | EDGAR |
| 2025-05-28 | UP | Tax (F) | −2,696 | -$4.5K | EDGAR |
| 2025-03-14 | UP | Mixed | +393,539 | -$15.3K | EDGAR |
| 2025-02-28 | UP | Mixed | +325,831 | -$15.3K | EDGAR |
| 2024-10-04 | UP | Grant (A) | +457,354 | $0 | EDGAR |