Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVERSAL LOGISTICS HOLDINGS, INC.ULH · Entity 5510 | Director | August 11, 2023 | August 14, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
UNIVERSAL LOGISTICS HOLDINGS, INC.
Report date August 11, 2023 · Filed August 14, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, no par valueSEC Table I · non-derivative | Direct | 10,000 |
Reported balance
After 2023-08-11 transaction · row 1
1 source rowRow 1 · 2023-08-11 · Disposition to issuer · Disposed 3,750 · Balance 10,000 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 11, 2023 Filed Aug 14, 2023 20:30 UTC | UNIVERSAL LOGISTICS HOLDINGS, INC. ULH · Entity 5510 | Disposition to issuerCommon Stock, no par value | 3,750 | $32.24 | $120,900.00 |
DisclosureSEC source: 0000950170-23-042467 · ownership.xml · nonDerivative · entry 1 Wolfe H.E. · CIK 0001502836 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 F1 · price: 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. Read SEC document |
| June 16, 2022 Filed Jun 16, 2022 20:50 UTC | UNIVERSAL LOGISTICS HOLDINGS, INC. ULH · Entity 5510 | Disposition to issuerCommon Stock, no par value | 5,000 | $28.00 | $140,000.00 |
DisclosureSEC source: 0000899243-22-022842 · doc4.xml · nonDerivative · entry 1 Wolfe H.E. · CIK 0001502836 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,750 F1 · kind: Represents shares sold to the Issuer pursuant to the Issuer's modified "Dutch auction" tender offer to its shareholders. Read SEC document |
| December 08, 2020 Filed Dec 9, 2020 22:15 UTC | UNIVERSAL LOGISTICS HOLDINGS, INC. ULH · Entity 5510 | Disposition to issuerCommon Stock, no par value | 6,250 | $22.05 | $137,812.50 |
DisclosureSEC 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. Read SEC document |
| August 07, 2018 Filed Aug 8, 2018 21:28 UTC | UNIVERSAL LOGISTICS HOLDINGS, INC. ULH · Entity 5510 | SaleCommon Stock, no par value | 10,065 | $35.25 | $354,791.25 |
DisclosureSEC 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. Read SEC document |
| November 05, 2017 Filed Nov 7, 2017 21:34 UTC | UNIVERSAL LOGISTICS HOLDINGS, INC. ULH · Entity 5510 | SaleCommon Stock, no par value | 17,500 | $22.00 | $385,000.00 |
DisclosureSEC 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. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.