[8-K] Universal Logistics Holdings, Inc. Reports Material Event

Rhea-AI Filing Summary

Plug Power Inc. (PLUG) – Form 4 filing dated 07/24/25

Director George C. McNamee reported routine board compensation awards effected on 07/03/25:

• 76,531 restricted shares granted at $0 cost; they vest in full on the earlier of the first anniversary of grant or the next annual meeting (>50 weeks after the prior meeting).
• 76,531 stock options with a $1.47 exercise price, same vesting schedule, expiring 07/03/35.

Following these grants, McNamee’s direct holdings rise to 809,523 common shares. He also reports indirect ownership of 300,000 shares held by the McNamee Family Irrevocable Trust, disclaimed except for pecuniary interest.

No open-market purchases or sales occurred; transactions are non-cash equity incentives under the 2021 Stock Option & Incentive Plan for non-employee directors. The filing signals continued insider alignment but does not provide information on company operations, earnings or guidance.

Positive

• Director’s direct holdings increase by 76,531 shares, indicating continued insider equity alignment.
• Low $1.47 option strike could motivate long-term performance if shares recover.

Negative

• No open-market buying; shares were granted at $0 cost, offering weaker bullish signal.
• Additional option issuance adds minor dilution to existing shareholders.

Insights

Securities Analyst

TL;DR: Routine director equity grant; mildly positive alignment, limited market impact.

The award enlarges McNamee’s stake by 76.5k shares and adds an equal number of at-the-money options, bringing total direct ownership to ~0.4% of PLUG’s 201 mn shares outstanding. Because the acquisition is compensation-based rather than a cash purchase, it offers limited signaling value but does reinforce long-term incentives at a low $1.47 strike (≈60% below current price if PLUG is trading near $3–4). Dilution is immaterial given plan size. Overall impact on valuation or sentiment is neutral; investors should focus on forthcoming operational updates and liquidity runway rather than this filing.

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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): July 24, 2025

Universal Logistics Holdings, Inc.

(Exact name of Registrant as Specified in Its Charter)

Nevada			0-51142	38-3640097
(State or Other Jurisdiction of Incorporation)			(Commission File Number)	(IRS Employer Identification No.)
12755 E. Nine Mile Road
Warren, Michigan				48089
(Address of Principal Executive Offices)				(Zip Code)

Registrant’s Telephone Number, Including Area Code: 586 920-0100

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Common Stock, no par value		ULH		The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition.

On July 24, 2025, the Company issued a press release announcing its financial and operating results for the thirteen weeks and twenty-six weeks ended June 28, 2025, a copy of which is furnished as Exhibit 99.1 to this Form 8-K.

Item 7.01 Regulation FD Disclosure.

On July 24, 2025, the Company issued a press release announcing that the Company’s board of directors declared a cash dividend of $0.105 per share of common stock. The dividend is payable on October 1, 2025 to shareholders of record on September 1, 2025. A copy of the press release is furnished as Exhibit 99.1 to this Form 8-K.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

99.1	Press Release dated July 24, 2025.
104	Cover Page Interactive Data File (formatted as Inline XBRL)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

			UNIVERSAL LOGISTICS HOLDINGS, INC.
Date:	July 24, 2025	By:	/s/ Steven Fitzpatrick
			Steven Fitzpatrick Secretary

FAQ

How many Plug Power shares did Director George C. McNamee receive on 07/03/25?

76,531 restricted shares plus options on an additional 76,531 shares.

What is the exercise price of McNamee’s new Plug Power options?

The options carry a $1.47 exercise price and expire on 07/03/2035.

How many Plug Power shares does McNamee own after the transaction?

He now holds 809,523 shares directly and 300,000 shares indirectly via a family trust.

When do the newly granted Plug Power shares and options vest?

They vest fully on the earlier of the first anniversary of grant or the next annual meeting at least 50 weeks after the prior one.

Did McNamee purchase Plug Power shares with cash?

No. The shares and options were granted as director compensation; no open-market purchase occurred.