Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVERSAL LOGISTICS HOLDINGS, INC.ULH · Entity 5510 | Chief Financial Officer | February 04, 2026 | February 06, 2026 |
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 February 04, 2026 · Filed February 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, no par valueSEC Table I · non-derivative | Direct | 43,585 |
Reported balance
After 2026-02-04 transaction · row 1
1 source rowRow 1 · 2026-02-04 · Grant · Acquired 7,400 · Balance 43,585 F1: 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. F2: The closing price of the Company's common stock on February 4, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: The closing price of the Company's common stock on February 4, 2026.
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 04, 2026 Filed Feb 6, 2026 16:37 UTC | UNIVERSAL LOGISTICS HOLDINGS, INC. ULH · Entity 5510 | GrantCommon Stock, no par value | 7,400 | $18.92 | $140,008.00 |
DisclosureSEC source: 0001193125-26-041291 · ownership.xml · nonDerivative · entry 1 BERES JUDE MARCUS · CIK 0001671501 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,585 F1 · shares: 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. F2 · price: The closing price of the Company's common stock on February 4, 2026. Read SEC document |
| February 10, 2025 Filed Feb 11, 2025 16:31 UTC | UNIVERSAL LOGISTICS HOLDINGS, INC. ULH · Entity 5510 | GrantCommon Stock, no par value | 7,521 | $29.73 | $223,599.33 |
DisclosureSEC source: 0000950170-25-017949 · ownership.xml · nonDerivative · entry 1 BERES JUDE MARCUS · CIK 0001671501 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,185 F1 · shares: 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. F2 · price: The closing price of the Company's common stock on February 10, 2025. Read SEC document |
| February 14, 2024 Filed Feb 15, 2024 17:06 UTC | UNIVERSAL LOGISTICS HOLDINGS, INC. ULH · Entity 5510 | GrantCommon Stock, no par value | 5,223 | $31.96 | $166,927.08 |
DisclosureSEC source: 0000950170-24-015992 · ownership.xml · nonDerivative · entry 1 BERES JUDE MARCUS · CIK 0001671501 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,664 F1 · shares: 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. F2 · price: The closing price of the Company's common stock on February 14, 2024. Read SEC document |
| March 24, 2023 Filed Mar 27, 2023 16:44 UTC | UNIVERSAL LOGISTICS HOLDINGS, INC. ULH · Entity 5510 | GrantCommon Stock, no par value | 8,441 | $27.59 | $232,887.19 |
DisclosureSEC source: 0000950170-23-010034 · ownership.xml · nonDerivative · entry 1 BERES JUDE MARCUS · CIK 0001671501 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,441 F1 · shares: 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. F2 · price: The closing price of the Company's common stock on March 24, 2023. Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 16:28 UTC | UNIVERSAL LOGISTICS HOLDINGS, INC. ULH · Entity 5510 | GrantCommon Stock, no par value | 5,000 | $17.74 | $88,700.00 |
DisclosureSEC 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. Read SEC document |
| September 16, 2019 Filed Sep 18, 2019 10:55 UTC | UNIVERSAL LOGISTICS HOLDINGS, INC. ULH · Entity 5510 | Disposition to issuerCommon Stock, no par value | 10,000 | $22.50 | $225,000.00 |
DisclosureSEC 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. Read SEC document |
| February 20, 2019 Filed Feb 21, 2019 16:37 UTC | UNIVERSAL LOGISTICS HOLDINGS, INC. ULH · Entity 5510 | GrantCommon Stock, no par value | 10,000 | $23.56 | $235,600.00 |
DisclosureSEC 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. 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.