Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Tevogen Inc.LGSTU · Entity 7276 | President | November 03, 2021 | November 04, 2021 |
| UNIVERSAL LOGISTICS HOLDINGS, INC.ULH · Entity 5510 | Director · Chief Executive Officer | February 20, 2019 | February 21, 2019 |
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.
Tevogen Inc.
Report date November 03, 2021 · Filed November 04, 2021
This filing explicitly reported no securities owned.
UNIVERSAL LOGISTICS HOLDINGS, INC.
Report date February 20, 2019 · Filed February 21, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, no par valueSEC Table I · non-derivative | Direct | 53,000 |
Reported balance
After 2019-02-20 transaction · row 1
1 source rowRow 1 · 2019-02-20 · Grant · Acquired 12,000 · Balance 53,000 F1: 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: The closing price of the Company's common stock on February 20, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: The closing price of the Company's common stock on February 20, 2019.
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 |
|---|---|---|---|---|---|---|
| February 20, 2019 Filed Feb 21, 2019 21:38 UTC | UNIVERSAL LOGISTICS HOLDINGS, INC. ULH · Entity 5510 | GrantCommon Stock, no par value | 12,000 | $23.56 | $282,720.00 |
DisclosureSEC 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 | UNIVERSAL LOGISTICS HOLDINGS, INC. ULH · Entity 5510 | SaleCommon Stock, no par value | 7,500 | $35.25 | $264,375.00 |
DisclosureSEC 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. Read SEC document |
| August 07, 2018 Filed Aug 13, 2018 21:10 UTC Amendment | UNIVERSAL LOGISTICS HOLDINGS, INC. ULH · Entity 5510 | Disposition to issuerCommon Stock, no par value | 7,500 | $35.25 | $264,375.00 |
DisclosureSEC 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. Read SEC document |
| March 09, 2018 Filed Mar 12, 2018 21:08 UTC | UNIVERSAL LOGISTICS HOLDINGS, INC. ULH · Entity 5510 | PurchaseCommon Stock, no par value | 1,000 | $21.70 | $21,700.00 |
DisclosureSEC 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 |
| February 22, 2017 Filed Feb 23, 2017 22:41 UTC | UNIVERSAL LOGISTICS HOLDINGS, INC. ULH · Entity 5510 | GrantCommon Stock, no par value | 10,000 | $13.45 | $134,500.00 |
DisclosureSEC 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. 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.