David L Holtz
CIK 2010869 · Chief Operating Officer · last filed 2026-10-06
David L Holtz is a Chief Operating Officer who has filed 14 SEC Form 4 insider transactions across 1 company since 2024. The most recent filing shows the insider had shares withheld for taxes covering $7.8K of UP on Oct 6, 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 $240.0K 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.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
UP price and trades
Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.
Shares held
Shares owned after each reported transaction on this company (direct holdings as reported).
Open-market buying and selling
by monthDollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.
Exposure by company
latestMost recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.
Filer Profile
CHAMBLEE, GA 30341
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| UP | Chief Operating Officer | 76,201 | $3.15 | $240.0K | -$106.0K | 13 | 2026-10-06 |
Recent Filings
14 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-10-06 | UP | Tax (F) | −2,237 | -$7.8K | EDGAR |
| 2026-08-28 | UP | Tax (F) | −507 | -$2.6K | EDGAR |
| 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 |
| 2025-08-29 | UP | Notice (144) | −36,318 | -$106.1K | EDGAR |
| 2025-08-28 | UP | Tax (F) | −2,678 | -$8.0K | EDGAR |
| 2025-05-28 | UP | Tax (F) | −2,696 | -$4.5K | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.