Summary
Updated Aug 31, 2026
Series U of UM Partners, LLC is 10% Owner of Utz Brands, Inc. (UTZ). 3 SEC Form 4 filings on record going back to 2024, most recently on 24 November 2025. Most recent open-market trade: bought $76K of UTZ on 24 November 2025. Lifetime open-market purchases: $1.71M. Historical track record: 3/5 stars across 4 tracked purchases.
Recent Transactions
6Every recent SEC Form 4 transaction Series U of UM Partners, LLC has reported, most recent first.
Track Record
InsiderAlpha computes a forward-return-based score for every insider with enough Form 4 purchase history. The metrics below reflect realized performance after each tracked open-market purchase.
| Metric | Value |
|---|---|
| InsiderAlpha rating | ★★★☆☆ (3/5) |
| Total purchases tracked | 4 |
| Purchases with forward-return data | 4 |
| 30-day win rate | 75% |
| 90-day win rate | 50% |
| Avg 5-day return | +0.64% |
| Avg 30-day return | +5.48% |
| Avg 90-day return | -0.53% |
| Best 30-day return | +11.93% |
Trading Pattern
InsiderAlpha's records for Series U of UM Partners, LLC go back to 2024: 3 primary Form 4 filings, an average of 1.0 per year. The typical open-market purchase is $426K (4 buys totaling $1.71M). The largest single buy on record is $891K of UTZ in 2025. No transaction on record carries a Rule 10b5-1 flag - the filings look discretionary rather than pre-scheduled, which makes their timing more informative as a signal.
Other Insiders Active in the Same Stocks
Insiders who reported open-market trades in the last 12 months at the companies Series U of UM Partners, LLC files at. Multiple unrelated insiders buying the same stock within a short window, cluster buying, has historically been one of the strongest Form 4 signals.
- Dylan Lissette - $485K of UTZ open-market activity in the last 12 months
- Series R of UM Partners, LLC - $301K of UTZ open-market activity in the last 12 months
- Christina Choi - $78K of UTZ open-market activity in the last 12 months
- Howard A. Friedman - $76K of UTZ open-market activity in the last 12 months
- Theresa Robbins Shea - $10K of UTZ open-market activity in the last 12 months
- William J. Kelley Jr. - $5K of UTZ open-market activity in the last 12 months
More Notable Insiders
Other corporate insiders with significant SEC Form 4 track records on InsiderAlpha:
Frequently Asked Questions
What is Series U of UM Partners, LLC?
Series U of UM Partners, LLC is an investment firm, tracked as 10% Owner of Utz Brands, Inc. (UTZ). InsiderAlpha holds 3 primary Form 4 filings for it, the earliest from 2024, updated as new SEC EDGAR filings are processed.
When did Series U of UM Partners, LLC last file a Form 4?
The most recent primary Form 4 on record is dated 24 November 2025, one of 3 filings going back to 2024.
Has Series U of UM Partners, LLC been buying or selling stock?
Recorded transactions: 4 open-market purchases ($1.71M) and 0 open-market sales across all tracked filings.
How accurate is Series U of UM Partners, LLC's historical track record?
Across 4 tracked purchases, Series U of UM Partners, LLC averaged +5.5% avg 30-day return with a 75% 30-day win rate. InsiderAlpha rates the track record at 3/5 stars.
Where can I see all of Series U of UM Partners, LLC's SEC filings?
All Form 4 filings, transaction values, and 10b5-1 plan flags are listed on this page and updated in real time as new SEC EDGAR filings are processed.
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