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Filing Details

Accession Number:: 0000899243-20-033781
Form Type:: 4
Zero Holdings:: No
Publication Time:: 2020-12-14 19:08:51
Reporting Period:: 2020-12-10

Accepted Time:: 2020-12-14 19:08:51
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

Show Other Fields >>

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	2020-08-06	1,918,921	$0.00	81,079	No	5	J	Indirect	By Nora M. Moroun Annuity Trust
Common Stock, No Par Value	Disposition	2020-09-18	1,200,000	$0.00	12,831,215	No	5	G	Direct
Common Stock, No Par Value	Acquisiton	2020-09-18	1,200,000	$0.00	1,200,000	No	5	G	Indirect	By spouse
Common Stock, No Par Value	Acquisiton	2020-12-08	447,400	$0.00	447,400	No	5	G	Indirect	By 2020 Nora Moroun Trust
Common Stock, No Par Value	Disposition	2020-12-08	914,450	$0.00	285,550	No	5	G	Indirect	By spouse
Common Stock, No Par Value	Acquisiton	2020-12-08	914,450	$0.00	914,450	No	5	G	Indirect	By 2020 Lindsay Moroun Trust
Common Stock, No Par Value	Acquisiton	2020-12-10	1,471,521	$19.45	14,302,736	No	4	P	Direct

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	5	J	Indirect	By Nora M. Moroun Annuity Trust
No	5	G	Direct
No	5	G	Indirect	By spouse
No	5	G	Indirect	By 2020 Nora Moroun Trust
No	5	G	Indirect	By spouse
No	5	G	Indirect	By 2020 Lindsay Moroun Trust
No	4	P	Direct

Reported Non-Derivative Holdings

Sec. Name	Remaning Holdings	Nature of Ownership	Explanation
Common Stock, No Par Value	3,427,557	Indirect	By Manuel J. Moroun Revocable Trust

Footnotes

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.
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.
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.
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.
The Reporting Person purchased the shares from his mother, Nora M. Moroun, in a privately negotiated transaction.
The Reporting Person became trustee of the Manuel J. Moroun Revocable Trust Under Agreement, dated March 24, 1977 (the "MJM Trust"), following the death of Manuel J. Moroun on July 12, 2020. 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.