ULH CFO reports 8,014 restricted stock shares

UNIVERSAL LOGISTICS HOLDINGS, INC.

Accepted by SEC EDGAR 06/01/2026 - 04:51 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

UNIVERSAL LOGISTICS HOLDINGS, INC. Chief Financial Officer Michael H. Rogers reports beneficial ownership of 8,014 shares of restricted common stock. These shares vest in four equal annual installments on June 1 of 2027, 2028, 2029 and 2030, subject to his continued employment on each vesting date. The footnote explains that if he retires after age 63, any remaining unvested shares will continue to vest according to the original schedule.

Insider Trade Summary

Holdings reported, no transactions

Holdings

Insider Rogers Michael H.

Role Chief Financial Officer

Type	Security	Shares	Price	Value
Holding	Common Stock, no par value	--	--	--

Holdings: Common Stock, no par value — 8,014 shares (Direct)

Footnotes (1)

1. F1. Represents restricted shares of common stock vesting in four equal annual installments on June 1, 2027, 2028, 2029 and 2030, subject to the reporting person's continued employment through each applicable vesting date, except that following retirement after age 63, the unvested shares will continue to vest in accordance with the original vesting schedule.

Key Figures

Restricted shares reported: 8,014 shares Vesting start date: June 1, 2027 Vesting end date: June 1, 2030 +1 more

4 metrics

Restricted shares reported 8,014 shares Common Stock, no par value, beneficially owned

Vesting start date June 1, 2027 First of four equal annual vesting dates

Vesting end date June 1, 2030 Final of four equal annual vesting dates

Retirement age condition Age 63 Unvested shares continue vesting after retirement at or after this age

Key Terms

restricted shares of common stock, vesting, continued employment, unvested shares

4 terms

restricted shares of common stock financial

"Represents restricted shares of common stock vesting in four equal annual installments"

Restricted shares of common stock are company shares that cannot be sold or transferred until specific conditions are met, such as a set time period, performance targets, or regulatory approvals; they are often granted to founders, employees or early investors. They matter to investors because when the restrictions lift those shares can enter the market and increase the supply, potentially diluting existing holders and changing the stock’s price, similar to a locked faucet being opened and more water joining the flow.

vesting financial

"vesting in four equal annual installments on June 1, 2027, 2028, 2029 and 2030"

Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.

continued employment financial

"subject to the reporting person's continued employment through each applicable vesting date"

Continued employment means that an individual remains in their current job without interruption. For investors, it signals stability and ongoing work that can affect company performance and future prospects. Like a steady heartbeat for a business, sustained employment helps ensure consistent operations and financial health.

unvested shares financial

"the unvested shares will continue to vest in accordance with the original vesting schedule"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did ULH CFO Michael H. Rogers report in this insider filing?

Michael H. Rogers reported holding 8,014 shares of restricted common stock. These shares vest in four equal annual installments between June 1, 2027 and June 1, 2030, subject to his continued employment on each vesting date.

How many ULH restricted shares does the CFO hold according to this filing?

The filing shows the CFO holds 8,014 restricted shares of Universal Logistics common stock. This total represents shares subject to time-based vesting, which occur in four equal annual tranches from 2027 through 2030 under the conditions described in the footnote.

What is the vesting schedule for ULH CFO Michael H. Rogers’ restricted stock?

The restricted shares vest in four equal annual installments on June 1, 2027, 2028, 2029 and 2030. Each installment requires his continued employment through the applicable vesting date, as described in the filing’s footnote language.

What happens to the ULH CFO’s unvested restricted shares if he retires?

If the CFO retires after age 63, any unvested restricted shares will continue to vest. They follow the original vesting schedule, with installments on June 1 of 2027, 2028, 2029 and 2030, rather than forfeiting at retirement.

Are the ULH CFO’s reported shares fully vested or restricted?

The reported 8,014 shares are restricted shares of common stock, not fully vested. They are subject to time-based vesting over four years, and depend on the CFO’s continued employment, with special treatment if he retires after age 63.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SEC Form 3

FORM 3

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

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Rogers Michael H.

(Last) (First) (Middle)

12755 E. NINE MILE ROAD

(Street)

WARREN MICHIGAN 48089

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
06/01/2026

3. Issuer Name and Ticker or Trading Symbol
UNIVERSAL LOGISTICS HOLDINGS, INC. [ ULH ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Financial Officer

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock, no par value	8,014(1)	D

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Represents restricted shares of common stock vesting in four equal annual installments on June 1, 2027, 2028, 2029 and 2030, subject to the reporting person's continued employment through each applicable vesting date, except that following retirement after age 63, the unvested shares will continue to vest in accordance with the original vesting schedule.

	/s/ Michael H. Rogers	06/01/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)