ULH · Universal Logistics Holdings, Inc.
Trades by corporate insiders — officers, directors and holders of more than 10% of the shares — disclosed to the SEC on Forms 3, 4 and 5. Form 4 must be filed within two business days of the trade.
| Date | Insider | Role | Type | Security | Shares |
|---|---|---|---|---|---|
| 2026-05-08 | BELANGER GRANT EDWARD |
Director |
Award↑
Filing footnotes — Common Stock, no par value (Direct)
Award of common stock as part of annual retainer for non-employee directors. |
Common Stock, no par value
|
958 |
| 2026-02-04 | PHILLIPS TIMOTHY |
Director, Chief Executive Officer |
Award↑
Filing footnotes — Common Stock, no par value (Direct)
Represents grants of restricted common stock that will vest in four equal 25% installments on each March 15 in 2027, 2028, 2029 and 2030, subject to continued employment with Universal Logistics Holdings, Inc. Vesting may be accelerated upon action by the Compensation and Stock Option Committee. The closing price of the Company's common stock on February 4, 2026. |
Common Stock, no par value
|
7,215 |
| 2026-02-04 | BERES JUDE MARCUS |
Chief Financial Officer |
Award↑
Filing footnotes — Common Stock, no par value (Direct)
Represents grants of restricted common stock that will vest in four equal 25% installments on each March 15 in 2027, 2028, 2029 and 2030, subject to continued employment with Universal Logistics Holdings, Inc. Vesting may be accelerated upon action by the Compensation and Stock Option Committee. The closing price of the Company's common stock on February 4, 2026. |
Common Stock, no par value
|
7,400 |
| 2025-05-05 | Urban Richard P |
Director |
Award↑
Filing footnotes — Common Stock, no par value (Direct)
Award of common stock as part of annual retainer for non-employee directors. |
Common Stock, no par value
|
445 |
| 2025-05-05 | MOROUN MATTHEW T |
Director, 10% Owner |
Award↑
Filing footnotes — Common Stock, no par value (Direct)
Award of common stock as part of annual retainer for non-employee directors. |
Common Stock, no par value
|
667 |
| 2025-05-05 | Moroun Matthew J. |
Director |
Award↑
Filing footnotes — Common Stock, no par value (Direct)
Award of common stock as part of annual retainer for non-employee directors. |
Common Stock, no par value
|
667 |
| 2025-05-05 | MOROUN MATTHEW T |
Director, 10% Owner |
Award↑
Filing footnotes — Common Stock, no par value (Indirect)
Award of common stock as part of annual retainer for non-employee directors. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such shares. |
Common Stock, no par value
(I)
|
667 |
| 2025-05-05 | BELANGER GRANT EDWARD |
Director |
Award↑
Filing footnotes — Common Stock, no par value (Direct)
Award of common stock as part of annual retainer for non-employee directors. |
Common Stock, no par value
|
667 |
| 2025-05-05 | Regan Michael A. |
Director |
Award↑
Filing footnotes — Common Stock, no par value (Direct)
Award of common stock as part of annual retainer for non-employee directors. |
Common Stock, no par value
|
356 |
| 2025-02-10 | PHILLIPS TIMOTHY |
Director, Chief Executive Officer |
Award↑
Filing footnotes — Common Stock, no par value (Direct)
Represents grants of restricted common stock that will vest in four equal 25% installments on each March 15 in 2026, 2027, 2028 and 2029, subject to continued employment with Universal Logistics Holdings, Inc. Vesting may be accelerated upon action by the Compensation and Stock Option Committee. The closing price of the Company's common stock on February 10, 2025. |
Common Stock, no par value
|
5,887 |
| 2025-02-10 | BERES JUDE MARCUS |
Chief Financial Officer |
Award↑
Filing footnotes — Common Stock, no par value (Direct)
Represents grants of restricted common stock that will vest in four equal 25% installments on each March 15 in 2026, 2027, 2028 and 2029, subject to continued employment with Universal Logistics Holdings, Inc. Vesting may be accelerated upon action by the Compensation and Stock Option Committee. The closing price of the Company's common stock on February 10, 2025. |
Common Stock, no par value
|
7,521 |
| 2024-05-06 | Regan Michael A. |
Director |
Award↑
Filing footnotes — Common Stock, no par value (Direct)
Award of common stock as part of annual retainer for non-employee directors. |
Common Stock, no par value
|
221 |
| 2024-05-06 | MOROUN MATTHEW T |
Director, 10% Owner |
Award↑
Filing footnotes — Common Stock, no par value (Direct)
Award of common stock as part of annual retainer for non-employee directors. |
Common Stock, no par value
|
331 |
| 2024-05-06 | Moroun Matthew J. |
Director |
Award↑
Filing footnotes — Common Stock, no par value (Direct)
Award of common stock as part of annual retainer for non-employee directors. |
Common Stock, no par value
|
331 |
| 2024-05-06 | BELANGER GRANT EDWARD |
Director |
Award↑
Filing footnotes — Common Stock, no par value (Direct)
Award of common stock as part of annual retainer for non-employee directors. |
Common Stock, no par value
|
331 |
| 2024-05-06 | MOROUN MATTHEW T |
Director, 10% Owner |
Award↑
Filing footnotes — Common Stock, no par value (Indirect)
Award of common stock as part of annual retainer for non-employee directors. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such shares. |
Common Stock, no par value
(I)
|
331 |
| 2024-05-06 | Urban Richard P |
Director |
Award↑
Filing footnotes — Common Stock, no par value (Direct)
Award of common stock as part of annual retainer for non-employee directors. |
Common Stock, no par value
|
331 |
| 2024-02-14 | PHILLIPS TIMOTHY |
Director, Chief Executive Officer |
Award↑
Filing footnotes — Common Stock, no par value (Direct)
Represents grants of restricted common stock that will vest in four equal 25% installments on each March 15 in 2025, 2026, 2027 and 2028, subject to continued employment with Universal Logistics Holdings, Inc. Vesting may be accelerated upon action by the Compensation and Stock Option Committee. The closing price of the Company's common stock on February 14, 2024. |
Common Stock, no par value
|
5,160 |
| 2024-02-14 | BERES JUDE MARCUS |
Chief Financial Officer |
Award↑
Filing footnotes — Common Stock, no par value (Direct)
Represents grants of restricted common stock that will vest in four equal 25% installments on each March 15 in 2025, 2026, 2027 and 2028, subject to continued employment with Universal Logistics Holdings, Inc. Vesting may be accelerated upon action by the Compensation and Stock Option Committee. The closing price of the Company's common stock on February 14, 2024. |
Common Stock, no par value
|
5,223 |
| 2023-08-11 | Wolfe H.E. |
Director |
Other↓
Filing footnotes — Common Stock, no par value (Direct)
Shares were purchased by the Issuer pursuant to a Restricted Stock Bonus Award Agreement between Mr. Wolfe and the Issuer. The agreement includes a right of first refusal for the Issuer to acquire vested shares within five days after receipt of Mr. Wolfe's notice of intent to sell. The closing price of the Issuer's stock on August 11, 2023, which was the date for determining the fair market value of the shares, was $32.24. |
Common Stock, no par value
|
3,750 |
| 2023-08-01 | MOROUN MATTHEW T |
Director, 10% Owner |
Sell↓
Filing footnotes — Common Stock, no par value (Direct)
On August 1, 2023, the Reporting Person sold shares of the Issuer's common stock, individually, to the 2020 Irrevocable Lindsay S. Moroun Trust Under Agreement dated November 24, 2020 (the "2020 Lindsay Moroun Trust") and the Swiftsure Irrevocable Trust Under Agreement dated December 26, 2012, as decanted November 28, 2020 (the "Swiftsure Trust"), in privately negotiated transactions. On August 3, 2023, the Reporting Person filed a Form 4 which reported a purchase price for the transaction of $24.6153 per share. This amendment is being filed solely to reflect a post-closing adjustment to the purchase price to $25.595 per share, based on an independent appraisal. |
Common Stock, no par value
|
3,200,000 |
| 2023-08-01 | MOROUN MATTHEW T |
Director, 10% Owner |
Buy↑
Filing footnotes — Common Stock, no par value (Indirect)
On August 1, 2023, the Reporting Person sold shares of the Issuer's common stock, individually, to the 2020 Irrevocable Lindsay S. Moroun Trust Under Agreement dated November 24, 2020 (the "2020 Lindsay Moroun Trust") and the Swiftsure Irrevocable Trust Under Agreement dated December 26, 2012, as decanted November 28, 2020 (the "Swiftsure Trust"), in privately negotiated transactions. On August 3, 2023, the Reporting Person filed a Form 4 which reported a purchase price for the transaction of $24.6153 per share. This amendment is being filed solely to reflect a post-closing adjustment to the purchase price to $25.595 per share, based on an independent appraisal. The Reporting Person is trustee of the 2020 Lindsay Moroun Trust. |
Common Stock, no par value
(I)
|
11,103,973 |
| 2023-08-01 | MOROUN MATTHEW T |
Director, 10% Owner |
Buy↑
Filing footnotes — Common Stock, no par value (Indirect)
On August 1, 2023, the Reporting Person sold shares of the Issuer's common stock, individually, to the 2020 Irrevocable Lindsay S. Moroun Trust Under Agreement dated November 24, 2020 (the "2020 Lindsay Moroun Trust") and the Swiftsure Irrevocable Trust Under Agreement dated December 26, 2012, as decanted November 28, 2020 (the "Swiftsure Trust"), in privately negotiated transactions. On August 3, 2023, the Reporting Person filed a Form 4 which reported a purchase price for the transaction of $24.6153 per share. This amendment is being filed solely to reflect a post-closing adjustment to the purchase price to $25.595 per share, based on an independent appraisal. The Reporting Person is trustee of the Swiftsure Trust. |
Common Stock, no par value
(I)
|
3,200,000 |
| 2023-08-01 | MOROUN MATTHEW T |
Director, 10% Owner |
Sell↓
Filing footnotes — Common Stock, no par value (Direct)
On August 1, 2023, the Reporting Person sold shares of the Issuer's common stock, individually, to the 2020 Irrevocable Lindsay S. Moroun Trust Under Agreement dated November 24, 2020 (the "2020 Lindsay Moroun Trust") and the Swiftsure Irrevocable Trust Under Agreement dated December 26, 2012, as decanted November 28, 2020 (the "Swiftsure Trust"), in privately negotiated transactions. On August 3, 2023, the Reporting Person filed a Form 4 which reported a purchase price for the transaction of $24.6153 per share. This amendment is being filed solely to reflect a post-closing adjustment to the purchase price to $25.595 per share, based on an independent appraisal. |
Common Stock, no par value
|
11,103,973 |
| 2023-05-08 | Moroun Matthew J. |
Director |
Award↑
Filing footnotes — Common Stock, no par value (Direct)
Award of common stock as part of annual retainer for non-employee directors. |
Common Stock, no par value
|
590 |
| 2023-05-08 | MOROUN MATTHEW T |
Director, 10% Owner |
Award↑
Filing footnotes — Common Stock, no par value (Indirect)
Award of common stock as part of annual retainer for non-employee directors. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such shares. |
Common Stock, no par value
(I)
|
590 |
| 2023-05-08 | BELANGER GRANT EDWARD |
Director |
Award↑
Filing footnotes — Common Stock, no par value (Direct)
Award of common stock as part of annual retainer for non-employee directors. |
Common Stock, no par value
|
472 |
| 2023-05-08 | Regan Michael A. |
Director |
Award↑
Filing footnotes — Common Stock, no par value (Direct)
Award of common stock as part of annual retainer for non-employee directors. |
Common Stock, no par value
|
393 |
| 2023-05-08 | CALDERONE FREDERICK P |
Director |
Award↑
Filing footnotes — Common Stock, no par value (Direct)
Award of common stock as part of annual retainer for non-employee directors. |
Common Stock, no par value
|
590 |
| 2023-05-08 | MOROUN MATTHEW T |
Director, 10% Owner |
Award↑
Filing footnotes — Common Stock, no par value (Direct)
Award of common stock as part of annual retainer for non-employee directors. |
Common Stock, no par value
|
590 |
| 2023-05-08 | Hudson Marcus D. |
Director |
Award↑
Filing footnotes — Common Stock, no par value (Direct)
Award of common stock as part of annual retainer for non-employee directors. |
Common Stock, no par value
|
324 |
| 2023-05-08 | Urban Richard P |
Director |
Award↑
Filing footnotes — Common Stock, no par value (Direct)
Award of common stock as part of annual retainer for non-employee directors. |
Common Stock, no par value
|
590 |
| 2023-04-27 | Hudson Marcus D. |
Director |
Other↑
|
No Securities Owned
|
0 |
| 2023-03-24 | BERES JUDE MARCUS |
Chief Financial Officer |
Award↑
Filing footnotes — Common Stock, no par value (Direct)
Represents grants of restricted common stock that will vest in four equal 25% installments on each March 15 in 2024, 2025, 2026 and 2027, subject to continued employment with Universal Logistics Holdings, Inc. Vesting may be accelerated upon action by the Compensation and Stock Option Committee. The closing price of the Company's common stock on March 24, 2023. |
Common Stock, no par value
|
8,441 |
| 2023-03-24 | PHILLIPS TIMOTHY |
Director, Chief Executive Officer |
Award↑
Filing footnotes — Common Stock, no par value (Direct)
Represents grants of restricted common stock that will vest in four equal 25% installments on each March 15 in 2024, 2025, 2026 and 2027, subject to continued employment with Universal Logistics Holdings, Inc. Vesting may be accelerated upon action by the Compensation and Stock Option Committee. The closing price of the Company's common stock on March 24, 2023. |
Common Stock, no par value
|
9,134 |
| 2022-06-16 | Wolfe H.E. |
Director |
Other↓
Filing footnotes — Common Stock, no par value (Direct)
Represents shares sold to the Issuer pursuant to the Issuer's modified "Dutch auction" tender offer to its shareholders. |
Common Stock, no par value
|
5,000 |
| 2022-05-09 | BELANGER GRANT EDWARD |
Director |
Award↑
Filing footnotes — Common Stock, no par value (Direct)
Award of common stock as part of the annual retainer for non-employee directors. |
Common Stock, no par value
|
216 |
| 2022-05-09 | Moroun Matthew J. |
Director |
Award↑
Filing footnotes — Common Stock, no par value (Direct)
Award of common stock as part of annual retainer for non-employee directors. |
Common Stock, no par value
|
647 |
| 2022-05-09 | Urban Richard P |
Director |
Award↑
Filing footnotes — Common Stock, no par value (Direct)
Award of common stock as part of annual retainer for non-employee directors. |
Common Stock, no par value
|
647 |
| 2022-05-09 | MOROUN MATTHEW T |
Director, 10% Owner |
Award↑
Filing footnotes — Common Stock, no par value (Direct)
Award of common stock as part of annual retainer for non-employee directors. |
Common Stock, no par value
|
647 |
| 2022-05-09 | MOROUN MATTHEW T |
Director, 10% Owner |
Award↑
Filing footnotes — Common Stock, no par value (Indirect)
Award of common stock as part of annual retainer for non-employee directors. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such shares. |
Common Stock, no par value
(I)
|
647 |
| 2022-03-11 | Urban Richard P |
Director |
Buy↑
|
Common Stock, no par value
|
5,000 |
| 2021-12-20 | MOROUN MATTHEW T |
Director, 10% Owner |
Buy↑
Filing footnotes — Common Stock, no par value (Indirect)
The Reporting Person is trustee of the 2020 Irrevocable Nora M. Moroun Trust dated November 20, 2020 (the "2020 Nora Moroun Trust"). On December 20, 2021, the 2020 Nora Moroun Trust purchased the shares from Nora M. Moroun, individually, in a privately negotiated transaction. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his residual pecuniary interest therein, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such shares. |
Common Stock, no par value
(I)
|
3,090,879 |
| 2021-12-20 | Moroun Nora M. |
10% Owner |
Sell↓
Filing footnotes — Common Stock, no par value (Direct)
On December 20, 2021, the Reporting Person sold the shares to the 2020 Nora Moroun Trust in a privately negotiated transaction. The Reporting Person is neither a trustee nor a beneficiary of the trust and does not reside in the same household as a trustee or beneficiary of the trust. |
Common Stock, no par value
|
3,090,879 |
| 2021-06-18 | MOROUN MATTHEW T |
Director, 10% Owner |
Sell↓
Filing footnotes — Common Stock, no par value (Indirect)
On June 18, 2021, the MJM Trust sold 447,400 shares of ULH common stock to the 2020 Irrevocable Nora M. Moroun Trust dated November 20, 2020 (the "2020 Nora Moroun Trust") in a private transaction. The Reporting Person is the trustee of the MJM Trust and the 2020 Nora Moroun Trust. The Reporting Person disclaims beneficial ownership of the securities held by the 2020 Nora Moroun Trust except to the extent of his residual pecuniary interest therein, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such shares. |
Common Stock, no par value
(I)
|
417,757 |
| 2021-06-18 | MOROUN MATTHEW T |
Director, 10% Owner |
Buy↑
Filing footnotes — Common Stock, no par value (Indirect)
On June 18, 2021, the MJM Trust sold 447,400 shares of ULH common stock to the 2020 Irrevocable Nora M. Moroun Trust dated November 20, 2020 (the "2020 Nora Moroun Trust") in a private transaction. The Reporting Person is the trustee of the MJM Trust and the 2020 Nora Moroun Trust. The Reporting Person disclaims beneficial ownership of the securities held by the 2020 Nora Moroun Trust except to the extent of his residual pecuniary interest therein, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such shares. On December 22, 2020, the 2020 Nora Moroun Trust and the 2020 Irrevocable Lindsay Moroun Trust dated November 20, 2020 (the "2020 Lindsay Moroun Trust") contributed 84,509 shares and 152,408 shares, respectively, of ULH common stock to Redoubtable, LLC, a Michigan limited liability company. The Reporting Person is the trustee of the 2020 Nora Moroun Trust and the 2020 Lindsay Moroun Trust and is the manager of Redoubtable, LLC. The Reporting Person disclaims beneficial ownership of the securities held by Redoubtable, LLC except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such shares. |
Common Stock, no par value
(I)
|
417,757 |
| 2021-05-03 | Moroun Nora M. |
10% Owner |
Gift↑
|
Common Stock, no par value
|
81,079 |
| 2021-05-03 | MOROUN MATTHEW T |
Director, 10% Owner |
Gift↓
Filing footnotes — Common Stock, no par value (Indirect)
On May 3, 2021, the remaining 81,079 shares formerly held by the Nora M. Moroun 2019 Annuity Trust dated April 25, 2019 were distributed to Nora M. Moroun, individually, pursuant to the terms of the trust. |
Common Stock, no par value
(I)
|
81,079 |
| 2020-12-15 | MOROUN MATTHEW T |
Director, 10% Owner |
Gift↓
Filing footnotes — Common Stock, no par value (Indirect)
On December 15, 2020, 3,009,800 shares of ULH common stock were distributed by the Manuel J. Moroun Revocable Trust Under Agreement, dated March 24, 1977 (the "MJM Trust") to a beneficiary of the MJM Trust, Nora M. Moroun. The Reporting Person is the trustee of the MJM Trust, and Nora M. Moroun is the mother of the Reporting Person. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his residual pecuniary interest therein, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such shares. |
Common Stock, no par value
(I)
|
3,009,800 |
| 2020-12-10 | MOROUN MATTHEW T |
Director, 10% Owner |
Buy↑
Filing footnotes — Common Stock, no par value (Direct)
The Reporting Person purchased the shares from his mother, Nora M. Moroun, in a privately negotiated transaction. |
Common Stock, no par value
|
1,471,521 |