Form 4: ULH CFO Jude Beres Acquires 7,400 Restricted Shares

Universal Logistics Holdings CFO Jude Beres acquired 7,400 shares of restricted common stock, vesting over four years, increasing his beneficial ownership to 43,585 shares.

Summary

• Jude Marcus Beres, Chief Financial Officer of Universal Logistics Holdings, Inc. (ULH), acquired 7,400 shares of common stock.
• The transaction occurred on February 4, 2026, at a price of $18.92 per share.
• These shares are restricted common stock grants that will vest in four equal 25% installments.
• Vesting dates are scheduled for March 15, 2027, March 15, 2028, March 15, 2029, and March 15, 2030.
• Vesting is subject to continued employment with Universal Logistics Holdings, Inc.
• The Compensation and Stock Option Committee has the authority to accelerate vesting.
• Following this transaction, Mr. Beres beneficially owns 43,585 shares of common stock.
• The transaction was made pursuant to a contract, instruction, or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive development. The acquisition of restricted stock by a key executive signals confidence in the company's future and aligns management's interests with shareholders, although it is a grant rather than an open market purchase.

Positives

• The acquisition of 7,400 shares by a key executive like the CFO demonstrates continued commitment and alignment of interests with shareholders.
• The vesting schedule over four years ties the executive's compensation directly to the long-term performance and stability of the company.

Risks

• The restricted common stock grants are subject to forfeiture if the reporting person's employment with Universal Logistics Holdings, Inc. does not continue through the vesting dates.

Future Outlook

The vesting schedule for the restricted stock grants extends through March 2030, indicating a long-term incentive structure for the Chief Financial Officer, contingent on continued employment and potentially accelerated by the Compensation and Stock Option Committee.

Industry Context

StockSavvy.ai notes that insider acquisitions, particularly by C-suite executives like a CFO, are often viewed by the market as a positive signal, suggesting management's confidence in the company's future prospects. This transaction aligns the executive's personal financial interests with the long-term performance of Universal Logistics Holdings, a common practice in the logistics and transportation sector to retain key talent and incentivize performance.

Related Party Transactions

• Jude Marcus Beres, Chief Financial Officer of Universal Logistics Holdings, Inc., acquired 7,400 shares of restricted common stock from the company.

Stakeholder Impact

• Shareholders may view this insider acquisition as a positive indicator of management's belief in the company's long-term value.
• The vesting schedule incentivizes the CFO to remain with the company and contribute to its sustained performance, benefiting employees through stable leadership and customers through consistent service.

Next Steps

• The restricted shares will vest in four equal installments on March 15, 2027, 2028, 2029, and 2030, subject to continued employment.

Key Dates

Keywords

Universal Logistics Holdings, ULH, Jude Beres, CFO, Insider Trading, Restricted Stock, Equity Grant, Form 4, Executive Compensation, Stock Ownership