Filing Details

Accession Number:
0000899243-21-025296
Form Type:
4
Zero Holdings:
No
Publication Time:
2021-06-22 17:03:24
Reporting Period:
2020-12-15
Accepted Time:
2021-06-22 17:03:24
SEC Url:
Form 4 Filing
Issuer
Cik Name Symbol Sector (SIC) IRS No
1308208 Universal Logistics Holdings Inc. ULH () MI
Insiders
Cik Name Reported Address Insider Title Director Officer Large Shareholder Other
1030743 T Matthew Moroun 12225 Stephens Road
Warren MI 48089
Yes No Yes No
Reported Non-Derivative Transactions
Sec. Name Acquisiton - Disposition Date Amount Price Remaning Holdings Equity Swap Involved Form Type Code Nature of Ownership Explanation
Common Stock, No Par Value Disposition 2020-12-15 3,009,800 $0.00 417,757 No 4 G Indirect By Manuel J. Moroun Revocable Trust
Common Stock, No Par Value Disposition 2021-05-03 81,079 $0.00 0 No 5 G Indirect By Nora M. Moroun Annuity Trust
Common Stock, No Par Value Disposition 2021-06-18 417,757 $21.00 0 No 4 S Indirect By Manuel J. Moroun Revocable Trust
Common Stock, No Par Value Acquisiton 2021-06-18 417,757 $21.00 780,648 No 4 P Indirect By 2020 Nora Moroun Trust
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 G Indirect By Manuel J. Moroun Revocable Trust
No 5 G Indirect By Nora M. Moroun Annuity Trust
No 4 S Indirect By Manuel J. Moroun Revocable Trust
No 4 P Indirect By 2020 Nora Moroun Trust
Reported Non-Derivative Holdings
Sec. Name Remaning Holdings Nature of Ownership Explanation
Common Stock, No Par Value 14,302,736 Direct
Common Stock, No Par Value 285,550 Indirect By spouse
Common Stock, No Par Value 762,042 Indirect By 2020 Lindsay Moroun Trust
Common Stock, No Par Value 236,917 Indirect By Redoubtable, LLC
Footnotes
  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. The Reporting Person is the trustee of the 2020 Lindsay Moroun Trust. 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.