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Nasdaq · USD

ULH

UNIVERSAL LOGISTICS HOLDINGS, INC.

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Tapewire entity
5510
SEC CIK
0001308208
Parsed reports
60

Last 12 months

Inside the activity.

0 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
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Aug 202600
Sep 202600
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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
May 03, 2021 Filed Jun 22, 2021 21:03 UTC
MOROUN MATTHEW TDirector · 10% owner
GiftCommon Stock, no par value 81,079 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-025296 · doc4.xml · nonDerivative · entry 2

MOROUN MATTHEW T · CIK 0001030743 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Nora M. Moroun Annuity Trust

Disclosed balance after: 0

F2 · kind: 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.

F2 · balance_after: 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.

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December 15, 2020 Filed Jun 22, 2021 21:03 UTC
MOROUN MATTHEW TDirector · 10% owner
GiftCommon Stock, no par value 3,009,800 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-025296 · doc4.xml · nonDerivative · entry 1

MOROUN MATTHEW T · CIK 0001030743 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Manuel J. Moroun Revocable Trust

Disclosed balance after: 417,757

F1 · kind: 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.

F1 · balance_after: 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.

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December 10, 2020 Filed Dec 15, 2020 00:08 UTC
MOROUN MATTHEW TDirector · 10% owner
PurchaseCommon Stock, no par value 1,471,521 $19.45 $28,617,698.95
Disclosure

SEC source: 0000899243-20-033781 · doc4.xml · nonDerivative · entry 7

MOROUN MATTHEW T · CIK 0001030743 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,302,736

F5 · kind: The Reporting Person purchased the shares from his mother, Nora M. Moroun, in a privately negotiated transaction.

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December 08, 2020 Filed Dec 9, 2020 22:15 UTC
Wolfe H.E.Director
Disposition to issuerCommon Stock, no par value 6,250 $22.05 $137,812.50
Disclosure

SEC source: 0000899243-20-033182 · doc4.xml · nonDerivative · entry 1

Wolfe H.E. · CIK 0001502836 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,750

F1 · price: Shares were purchased by Universal Logistics Holdings, Inc. (the Company) pursuant to the Restricted Stock Bonus Award Agreement between Mr. Wolfe and the Company, which includes a right of first refusal for the Company to acquire vested shares 5 days after receipt of Mr. Wolfe's notice of intent to sell. The closing price of the Company's stock on December 8, 2020, which was the date for determining the fair market value of the shares, was $22.05.

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December 08, 2020 Filed Dec 15, 2020 00:08 UTC
MOROUN MATTHEW TDirector · 10% owner
GiftCommon Stock, no par value 914,450 $0.00 $0.00
Disclosure

SEC source: 0000899243-20-033781 · doc4.xml · nonDerivative · entry 6

MOROUN MATTHEW T · CIK 0001030743 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By 2020 Lindsay Moroun Trust

Disclosed balance after: 914,450

F4 · balance_after: On December 8, 2020, 914,450 shares were transferred by Lindsay S. Moroun to the 2020 Irrevocable Lindsay Moroun Trust dated November 20, 2020, for which the Reporting Person serves as trustee. 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.

F4 · ownership.nature: On December 8, 2020, 914,450 shares were transferred by Lindsay S. Moroun to the 2020 Irrevocable Lindsay Moroun Trust dated November 20, 2020, for which the Reporting Person serves as trustee. 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.

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December 08, 2020 Filed Dec 15, 2020 00:08 UTC
MOROUN MATTHEW TDirector · 10% owner
GiftCommon Stock, no par value 914,450 $0.00 $0.00
Disclosure

SEC source: 0000899243-20-033781 · doc4.xml · nonDerivative · entry 5

MOROUN MATTHEW T · CIK 0001030743 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By spouse

Disclosed balance after: 285,550

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December 08, 2020 Filed Dec 15, 2020 00:08 UTC
MOROUN MATTHEW TDirector · 10% owner
GiftCommon Stock, no par value 447,400 $0.00 $0.00
Disclosure

SEC source: 0000899243-20-033781 · doc4.xml · nonDerivative · entry 4

MOROUN MATTHEW T · CIK 0001030743 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By 2020 Nora Moroun Trust

Disclosed balance after: 447,400

F3 · balance_after: On December 8, 2020, 447,400 shares were transferred by Nora M. Moroun, individually, to the 2020 Irrevocable Nora M. Moroun Trust dated November 20, 2020 (the "2020 Nora Moroun Trust"), for which the Reporting Person serves as trustee. 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.

F3 · ownership.nature: On December 8, 2020, 447,400 shares were transferred by Nora M. Moroun, individually, to the 2020 Irrevocable Nora M. Moroun Trust dated November 20, 2020 (the "2020 Nora Moroun Trust"), for which the Reporting Person serves as trustee. 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.

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September 18, 2020 Filed Dec 15, 2020 00:08 UTC
MOROUN MATTHEW TDirector · 10% owner
GiftCommon Stock, no par value 1,200,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-20-033781 · doc4.xml · nonDerivative · entry 3

MOROUN MATTHEW T · CIK 0001030743 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By spouse

Disclosed balance after: 1,200,000

F2 · balance_after: On September 18, 2020, the Reporting Person transferred 1,200,000 shares to his spouse, Lindsay S. Moroun. 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.

F2 · ownership.nature: On September 18, 2020, the Reporting Person transferred 1,200,000 shares to his spouse, Lindsay S. Moroun. 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.

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September 18, 2020 Filed Dec 15, 2020 00:08 UTC
MOROUN MATTHEW TDirector · 10% owner
GiftCommon Stock, no par value 1,200,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-20-033781 · doc4.xml · nonDerivative · entry 2

MOROUN MATTHEW T · CIK 0001030743 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,831,215

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August 06, 2020 Filed Dec 15, 2020 00:08 UTC
MOROUN MATTHEW TDirector · 10% owner
OtherCommon Stock, no par value 1,918,921 $0.00 $0.00
Disclosure

SEC source: 0000899243-20-033781 · doc4.xml · nonDerivative · entry 1

MOROUN MATTHEW T · CIK 0001030743 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Nora M. Moroun Annuity Trust

Disclosed balance after: 81,079

F1 · kind: On August 6, 2020, 1,918,921 shares were distributed from the Nora M. Moroun 2019 Annuity Trust dated April 25, 2019 (the "2019 NMM Annuity Trust") to Nora M. Moroun, individually, pursuant to the terms of the trust. The Reporting Person is the trustee of the 2019 NMM Annuity 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.

F1 · balance_after: On August 6, 2020, 1,918,921 shares were distributed from the Nora M. Moroun 2019 Annuity Trust dated April 25, 2019 (the "2019 NMM Annuity Trust") to Nora M. Moroun, individually, pursuant to the terms of the trust. The Reporting Person is the trustee of the 2019 NMM Annuity 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.

F1 · ownership.nature: On August 6, 2020, 1,918,921 shares were distributed from the Nora M. Moroun 2019 Annuity Trust dated April 25, 2019 (the "2019 NMM Annuity Trust") to Nora M. Moroun, individually, pursuant to the terms of the trust. The Reporting Person is the trustee of the 2019 NMM Annuity 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.

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February 05, 2020 Filed Feb 7, 2020 16:28 UTC
BERES JUDE MARCUSChief Financial Officer
GrantCommon Stock, no par value 5,000 $17.74 $88,700.00
Disclosure

SEC source: 0000899243-20-003656 · doc4.xml · nonDerivative · entry 1

BERES JUDE MARCUS · CIK 0001671501 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,000

F1 · shares: Represents an award of restricted common stock that will vest on February 20, 2024, subject to continued employment with Universal Logistics Holdings, Inc.

F2 · price: The closing price of the Company's common stock on February 5, 2020.

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January 10, 2020 Filed Jan 15, 2020 16:42 UTC
PHILLIPS TIMOTHYDirector · Chief Executive Officer
GrantCommon Stock, no par value 60,000 $18.82 $1,129,200.00
Disclosure

SEC source: 0000899243-20-001251 · doc4.xml · nonDerivative · entry 1

PHILLIPS TIMOTHY · CIK 0001800084 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 77,095

F1 · shares: Represents grants of restricted common stock that will vest in installments of 20,000 shares each on January 10, 2024 and January 10, 2026, and 10,000 shares each on January 10, 2027 and January 10, 2028, subject to continued employment with Universal Logistics Holdings, Inc.

F2 · price: The closing price of the Company's common stock on January 10, 2020.

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September 16, 2019 Filed Sep 18, 2019 10:55 UTC
BERES JUDE MARCUSChief Financial Officer
Disposition to issuerCommon Stock, no par value 10,000 $22.50 $225,000.00
Disclosure

SEC source: 0000899243-19-023796 · doc4.xml · nonDerivative · entry 1

BERES JUDE MARCUS · CIK 0001671501 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,000

F1 · kind: Represents shares sold to the Issuer pursuant to the Issuer's modified "Dutch auction" tender offer to its shareholders.

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September 16, 2019 Filed Sep 18, 2019 10:54 UTC
MOROUN MANUEL JDirector · 10% owner
Disposition to issuerCommon Stock, no par value 600,000 $22.50 $13,500,000.00
Disclosure

SEC source: 0000899243-19-023795 · doc4.xml · nonDerivative · entry 6

MOROUN MANUEL J · CIK 0001202714 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Manuel J. Moroun Revocable Trust

Disclosed balance after: 3,427,557

F2 · kind: Represents shares sold to the Issuer pursuant to the Issuer's modified "Dutch auction" tender offer to its shareholders.

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April 25, 2019 Filed Sep 18, 2019 10:54 UTC
MOROUN MANUEL JDirector · 10% owner
GiftCommon Stock, no par value 346,437 $0.00 $0.00
Disclosure

SEC source: 0000899243-19-023795 · doc4.xml · nonDerivative · entry 5

MOROUN MANUEL J · CIK 0001202714 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Manuel J. Moroun Revocable Trust

Disclosed balance after: 4,027,557

Read SEC document
April 25, 2019 Filed Sep 18, 2019 10:54 UTC
MOROUN MANUEL JDirector · 10% owner
GiftCommon Stock, no par value 53,563 $0.00 $0.00
Disclosure

SEC source: 0000899243-19-023795 · doc4.xml · nonDerivative · entry 4

MOROUN MANUEL J · CIK 0001202714 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Read SEC document
April 25, 2019 Filed Sep 18, 2019 10:54 UTC
MOROUN MANUEL JDirector · 10% owner
GiftCommon Stock, no par value 2,000,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-19-023795 · doc4.xml · nonDerivative · entry 3

MOROUN MANUEL J · CIK 0001202714 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By wife

Disclosed balance after: 0

Read SEC document
April 25, 2019 Filed Feb 14, 2020 20:27 UTC
MOROUN MATTHEW TDirector · 10% owner
GiftCommon Stock, no par value 346,437 $0.00 $0.00
Disclosure

SEC source: 0000899243-20-004630 · doc5.xml · nonDerivative · entry 3

MOROUN MATTHEW T · CIK 0001030743 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,031,215

F3 · shares: Represents shares gifted by the Manuel J. Moroun Revocable Trust.

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April 25, 2019 Filed Feb 14, 2020 20:27 UTC
MOROUN MATTHEW TDirector · 10% owner
GiftCommon Stock, no par value 53,563 $0.00 $0.00
Disclosure

SEC source: 0000899243-20-004630 · doc5.xml · nonDerivative · entry 2

MOROUN MATTHEW T · CIK 0001030743 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,684,778

F2 · shares: Represents shares gifted by Manuel J. Moroun.

Read SEC document
April 25, 2019 Filed Feb 14, 2020 20:27 UTC
MOROUN MATTHEW TDirector · 10% owner
GiftCommon Stock, no par value 2,000,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-20-004630 · doc5.xml · nonDerivative · entry 1

MOROUN MATTHEW T · CIK 0001030743 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Nora M. Moroun Annuity Trust

Disclosed balance after: 2,000,000

F1 · ownership.nature: The Reporting Person is the trustee and a beneficiary of the Nora M. Moroun 2019 Annuity Trust dated April 25, 2019. The Reporting Person disclaims beneficial ownership of these securities except to the extent of such Reporting Person's residual pecuniary interest therein.

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March 28, 2019 Filed Sep 18, 2019 10:54 UTC
MOROUN MANUEL JDirector · 10% owner
GiftCommon Stock, no par value 2,000,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-19-023795 · doc4.xml · nonDerivative · entry 2

MOROUN MANUEL J · CIK 0001202714 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By wife

Disclosed balance after: 2,000,000

F1 · kind: Represents a gift of shares to the reporting person's wife.

Read SEC document
March 28, 2019 Filed Sep 18, 2019 10:54 UTC
MOROUN MANUEL JDirector · 10% owner
GiftCommon Stock, no par value 2,000,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-19-023795 · doc4.xml · nonDerivative · entry 1

MOROUN MANUEL J · CIK 0001202714 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Manuel J. Moroun Revocable Trust

Disclosed balance after: 4,373,994

F1 · kind: Represents a gift of shares to the reporting person's wife.

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February 20, 2019 Filed Feb 21, 2019 16:37 UTC
BERES JUDE MARCUSChief Financial Officer
GrantCommon Stock, no par value 10,000 $23.56 $235,600.00
Disclosure

SEC source: 0000899243-19-004388 · doc4.xml · nonDerivative · entry 1

BERES JUDE MARCUS · CIK 0001671501 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,000

F1 · shares: Represents grants of restricted common stock that will vest in four equal 25% installments on each February 20 in 2020, 2021, 2022 and 2023, subject to continued employment with Universal Logistics Holdings, Inc. Vesting is accelerated upon death, disability, retirement at normal retirement age or upon action by the Compensation and Stock Option Committee accelerating the vesting.

F2 · price: The closing price of the Company's common stock on February 20, 2019.

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February 20, 2019 Filed Feb 21, 2019 21:38 UTC
Rogers JeffDirector · Chief Executive Officer
GrantCommon Stock, no par value 12,000 $23.56 $282,720.00
Disclosure

SEC source: 0000899243-19-004389 · doc4.xml · nonDerivative · entry 1

Rogers Jeff · CIK 0001531517 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,000

F1 · shares: Represents grants of restricted common stock that will vest in four equal 25% installments on each February 20 in 2020, 2021, 2022 and 2023, subject to continued employment with Universal Logistics Holdings, Inc. Vesting is accelerated upon death, disability, retirement at normal retirement age or upon action by the Compensation and Stock Option Committee accelerating the vesting.

F2 · price: The closing price of the Company's common stock on February 20, 2019.

Read SEC document
August 07, 2018 Filed Aug 8, 2018 21:33 UTC
Rogers JeffDirector · Chief Executive Officer
SaleCommon Stock, no par value 7,500 $35.25 $264,375.00
Disclosure

SEC source: 0000899243-18-021703 · doc4.xml · nonDerivative · entry 1

Rogers Jeff · CIK 0001531517 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,000

F1 · price: Shares were purchased by Universal Logistics Holdings, Inc. (the Company) pursuant to the Restricted Stock Bonus Award Agreement between Mr. Rogers and the Company, which includes a right of first refusal for the Company to acquire vested shares 5 days after receipt of Mr. Rogers's notice of intent to sell. The closing price of the Company's stock on August 7, 2018, which was the date for determing the fair market value of the shares, was $35.25.

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August 07, 2018 Filed Aug 8, 2018 21:28 UTC
Wolfe H.E.Director
SaleCommon Stock, no par value 10,065 $35.25 $354,791.25
Disclosure

SEC source: 0000899243-18-021701 · doc4.xml · nonDerivative · entry 1

Wolfe H.E. · CIK 0001502836 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,000

F1 · price: Shares were purchased by Universal Logistics Holdings, Inc. (the Company) pursuant to the Restricted Stock Bonus Award Agreement between Mr. Wolfe and the Company, which includes a right of first refusal for the Company to acquire vested shares 5 days after receipt of Mr. Wolfe's notice of intent to sell. The closing price of the Company's stock on August 7, 2018, which was the date for determing the fair market value of the shares, was $35.25.

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August 07, 2018 Filed Aug 13, 2018 21:10 UTC Amendment
Rogers JeffDirector · Chief Executive Officer
Disposition to issuerCommon Stock, no par value 7,500 $35.25 $264,375.00
Disclosure

SEC source: 0000899243-18-022146 · doc4a.xml · nonDerivative · entry 1

Rogers Jeff · CIK 0001531517 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,000

F1 · kind: This amendment is being filed to correct the transaction code, which was incorrectly reported in the original report. The shares were purchased by Universal Logistics Holdings, Inc. (the Company) pursuant to the Restricted Stock Bonus Award Agreement between Mr. Rogers and the Company, which includes a right of first refusal for the Company to acquire vested shares 5 days after receipt of Mr. Rogers's notice of intent to sell. The closing price of the Company's stock on August 7, 2018, which was the date for determining the fair market value of the shares, was $35.25.

F1 · price: This amendment is being filed to correct the transaction code, which was incorrectly reported in the original report. The shares were purchased by Universal Logistics Holdings, Inc. (the Company) pursuant to the Restricted Stock Bonus Award Agreement between Mr. Rogers and the Company, which includes a right of first refusal for the Company to acquire vested shares 5 days after receipt of Mr. Rogers's notice of intent to sell. The closing price of the Company's stock on August 7, 2018, which was the date for determining the fair market value of the shares, was $35.25.

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March 09, 2018 Filed Mar 12, 2018 21:08 UTC
Rogers JeffDirector · Chief Executive Officer
PurchaseCommon Stock, no par value 1,000 $21.70 $21,700.00
Disclosure

SEC source: 0000899243-18-007143 · doc4.xml · nonDerivative · entry 1

Rogers Jeff · CIK 0001531517 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,500

Read SEC document
November 05, 2017 Filed Nov 7, 2017 21:34 UTC
Wolfe H.E.Director
SaleCommon Stock, no par value 17,500 $22.00 $385,000.00
Disclosure

SEC source: 0000899243-17-025513 · doc4.xml · nonDerivative · entry 1

Wolfe H.E. · CIK 0001502836 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,065

F1 · price: Shares were purchased by Universal Logistics Holdings, Inc. (the Company) pursuant to the Restricted Stock Bonus Award Agreement between Mr. Wolfe and the Company, which includes a right of first refusal for the Company to acquire vested shares 5 days after receipt of Mr. Wolfe's notice of intent to sell. The closing price of the Company's stock on November 3, 2017, which was the date for determing the fair market value of the shares, was $22.00.

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February 22, 2017 Filed Feb 23, 2017 22:41 UTC
Rogers JeffDirector · Chief Executive Officer
GrantCommon Stock, no par value 10,000 $13.45 $134,500.00
Disclosure

SEC source: 0000899243-17-005106 · doc4.xml · nonDerivative · entry 1

Rogers Jeff · CIK 0001531517 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,500

F1 · shares: Represents grants of restricted common stock which vested 25% on February 22, 2017, and an additional 25% will vest on each March 5 in 2018, 2019 and 2020, subject to continued employment with Universal Logistics Holdings, Inc. Vesting is accelerated upon death, disability, retirement at normal retirement age, termination without cause or upon action by the Compensation Committee accelerating the vesting.

F2 · price: The closing price of the Company's common stock on February 22, 2017, which was the fair market value of the shares as of the vesting date was $13.45.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.