Universal Logistics Holdings, Inc. (ULH)
Warren, MI, US
Universal Logistics Holdings, Inc. (ULH) is a diversified company specializing in a comprehensive range of transportation and supply chain management solutions. Its operations extend across the United States, Mexico, Canada, and into Colombia. ULH's core services include a variety of full truckload options, such as standard dry van, flatbed, specialized heavy-haul, and temperature-controlled (refrigerated) transport. Beyond traditional trucking, the company also manages both domestic and international freight forwarding, provides customs brokerage, and delivers time-sensitive services like ground expedite and last-mile delivery. The firm is adept at moving a broad spectrum of commodities, including automotive components, industrial machinery, construction materials, paper products, foodstuffs, consumer retail items, furnishings, and various types of steel and metals. To meet specific client demands, ULH also furnishes a suite of supplementary services. These value-added offerings range from material handling, freight consolidation, and sequencing to light assembly (sub-assembly), cross-docking, custom kitting, repacking, warehousing solutions, and the management of returnable containers. Furthermore, it supports intermodal operations through drayage and the localized transport of shipping containers between maritime ports or rail terminals and their final customer destinations. Its client base spans critical sectors such as the automotive, steel, oil and gas, alternative energy, and manufacturing industries, along with other transportation enterprises that consolidate shipments from multiple sources. Established in 1932 and headquartered in Warren, Michigan, the company was previously known as Universal Truckload Services, Inc. before adopting its current name, Universal Logistics Holdings, Inc., in April 2016.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.03% | -9.24% | -44.23% | -24.72% | -16.69% | -19.82% | -52.85% | -52.51% | -53.42% | -10.51% | -45.87% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 2 |
20.50
+49.4%
|
| All Time | 3 |
25.67
+87.1%
|
-
Revenue growth Trucking: +2.9%-15.6% Q2'26: -3.9% (vs Q1'25)
-
EPS growth Trucking: -12.4%-176.9% Q2'26: -156.5% (vs Q1'25)
-
FCF margin FCF growth · Trucking: +70.8%+4.0% Q2'26: +3.9% (vs Q1'25)
-
EBIT margin Trucking: +4.4%+3.9% Q2'26: +1.3% (vs Q1'25)
-
ROIC Trucking: +3.4%+4.1% ★ Q2'26: +1.1% (vs Q1'25)
-
Share dilution Trucking: +0.3%0.0% Q2'26: +0.0% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Trucking: 1.75×4.71× Q2'26: 4.64× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
680.36M
est: 762.08M (-10.7%)
|
759.52M
est: 777.95M (-2.4%)
|
503.23M
est: 719.26M (-30.0%)
|
1.04B
est: 957.89M (+8.3%)
|
1.03B
est: 968.09M (+6.8%)
|
1.19B
est: 1.20B (-0.6%)
|
1.13B
est: 1.13B (+0.3%)
|
1.07B
est: 1.07B (-0.2%)
|
1.22B
est: 1.21B (+0.2%)
|
1.46B
est: 1.45B (+0.7%)
|
1.51B
est: 1.52B (-0.8%)
|
1.39B
est: 1.36B (+2.2%)
|
1.75B
est: 1.70B (+2.7%)
|
2.02B
est: 2.02B (-0.2%)
|
1.66B
est: 1.77B (-5.9%)
|
1.85B
est: 1.81B (+2.1%)
|
1.56B
est: 1.55B (+0.6%)
|
1.56B
1.56B – 1.56B
+0.9% YoY
|
1.64B
1.64B – 1.64B
+4.8% YoY
|
| EBITDA |
37.19M
est: 39.33M (-5.4%)
|
34.03M
est: 34.35M (-0.9%)
|
18.73M
est: 19.23M (-2.6%)
|
90.41M
est: 86.98M (+3.9%)
|
104.90M
est: 96.83M (+8.3%)
|
113.89M
est: 114.65M (-0.7%)
|
108.27M
est: 106.78M (+1.4%)
|
83.28M
est: 147.23M (-43.4%)
|
87.81M
est: 166.36M (-47.2%)
|
148.72M
est: 98.06M (+51.7%)
|
170.05M
est: 152.84M (+11.3%)
|
152.68M
est: 186.43M (-18.1%)
|
177.76M
est: 233.48M (-23.9%)
|
318.37M
est: 165.02M (+92.9%)
|
225.54M
est: 249.97M (-9.8%)
|
332.41M
est: 255.91M (+29.9%)
|
206.31M
est: 219.24M (-5.9%)
|
221.19M
221.19M – 221.19M
+0.9% YoY
|
231.73M
231.73M – 231.73M
+4.8% YoY
|
| EBIT |
29.03M
est: 29.59M (-1.9%)
|
24.39M
est: 27.00M (-9.7%)
|
8.38M
est: 8.98M (-6.7%)
|
72.18M
est: 57.96M (+24.5%)
|
85.22M
est: 78.10M (+9.1%)
|
80.84M
est: 81.06M (-0.3%)
|
74.24M
est: 71.74M (+3.5%)
|
46.58M
est: 94.89M (-50.9%)
|
40.81M
est: 107.22M (-61.9%)
|
94.29M
est: 58.52M (+61.1%)
|
95.28M
est: 55.17M (+72.7%)
|
78.54M
est: 120.15M (-34.6%)
|
110.22M
est: 150.47M (-26.7%)
|
241.71M
est: 98.07M (+146.5%)
|
148.51M
est: 149.62M (-0.7%)
|
208.22M
est: 153.18M (+35.9%)
|
60.06M
est: 131.23M (-54.2%)
|
132.40M
132.40M – 132.40M
+0.9% YoY
|
138.71M
138.71M – 138.71M
+4.8% YoY
|
| Net Income |
17.84M
est: 18.77M (-5.0%)
|
14.89M
est: 15.01M (-0.8%)
|
4.90M
est: 4.68M (+4.7%)
|
47.69M
est: 49.54M (-3.7%)
|
50.57M
est: 46.77M (+8.1%)
|
45.37M
est: 45.45M (-0.2%)
|
40.00M
est: 39.11M (+2.3%)
|
24.24M
est: 22.87M (+6.0%)
|
28.15M
est: 9.82M (+186.8%)
|
52.18M
est: 36.49M (+43.0%)
|
37.59M
est: 26.61M (+41.3%)
|
48.13M
est: 44.07M (+9.2%)
|
73.73M
est: 69.56M (+6.0%)
|
168.63M
est: 63.87M (+164.0%)
|
92.90M
est: 127.85M (-27.3%)
|
129.91M
est: 134.33M (-3.3%)
|
-99.87M
est: -61.90M (-61.4%)
|
14.49M
14.49M – 14.49M
+123.4% YoY
|
31.61M
31.61M – 31.61M
+118.2% YoY
|
| SGA |
48.42M
est: 73.05M (-33.7%)
|
73.42M
est: 137.12M (-46.5%)
|
95.53M
est: 119.53M (-20.1%)
|
61.50M
est: 100.42M (-38.8%)
|
90.81M
est: 162.94M (-44.3%)
|
112.13M
est: 243.46M (-53.9%)
|
58.92M
est: 220.57M (-73.3%)
|
61.72M
est: 50.54M (+22.1%)
|
64.73M
est: 57.11M (+13.3%)
|
62.00M
est: 123.68M (-49.9%)
|
70.60M
est: 417.71M (-83.1%)
|
52.52M
est: 64.00M (-17.9%)
|
114.76M
est: 80.15M (+43.2%)
|
109.57M
est: 217.69M (-49.7%)
|
79.00M
est: 82.01M (-3.7%)
|
55.32M
est: 83.96M (-34.1%)
|
54.17M
est: 71.93M (-24.7%)
|
72.57M
72.57M – 72.57M
+0.9% YoY
|
76.03M
76.03M – 76.03M
+4.8% YoY
|
| EPS |
1.11
est: 1.31 (-15.3%)
|
0.93
est: 1.09 (-14.7%)
|
0.31
est: 0.48 (-35.4%)
|
1.59
est: 1.05 (+51.4%)
|
1.68
est: 1.48 (+13.5%)
|
1.51
est: 1.53 (-1.3%)
|
1.37
est: 1.36 (+0.8%)
|
0.85
est: 0.87 (-2.1%)
|
0.99
est: 0.37 (+165.7%)
|
1.84
est: 1.94 (-5.3%)
|
1.34
est: 1.25 (+7.2%)
|
1.78
est: 1.67 (+6.4%)
|
2.74
est: 2.64 (+3.8%)
|
6.37
est: 6.45 (-1.3%)
|
3.53
est: 4.85 (-27.3%)
|
4.94
est: 5.10 (-3.1%)
|
-3.79
est: -2.35 (-61.3%)
|
0.55
0.55 – 0.55
+123.4% YoY
|
1.20
1.20 – 1.20
+118.2% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-05 | Stifel | Hold | Hold | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-08 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-07 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-06 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-05 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-04 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-01 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-30 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-29 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-28 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-27 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-24 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-23 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-22 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-21 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-20 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-17 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-16 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Manuel J. Moroun as trustee of the Manuel J. Moroun Revocable Trust | 10.02M | 62.18% | — | — | — | — | IN | America | 2006-02-13 | ↗ |
| 2 | Matthew T. Moroun | 10.02M | 62.18% | — | — | — | — | IN | America | 2006-02-13 | ↗ |
| 3 | Abigail P. Johnson | 2.05M | 7.21% | — | — | 2.05M | — | IN | Delaware | 2017-02-14 | ↗ |
| 4 | Edward C. Johnson 3d | 1.82M | 11.26% | — | — | 1.82M | — | IN | United States of America | 2006-11-13 | ↗ |
| 5 | FMR Corp. | 1.82M | 11.26% | 206.2K | — | 1.82M | — | HC | Delaware | 2006-11-13 | ↗ |
| 6 | Fidelity Low-Priced Stock Fund | 1.76M | 6.19% | 1.76M | — | — | — | IV | Delaware | 2017-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 3.95M +70.0 (+0.0%) | 59.99M -32.6M (-35.2%) | 15.00% +0.001 pp | 0.00% -0.002 pp | USD26.91 -43.6% | 25 qtrs — |
| 2 | DIMENSIONAL FUND ADVISORS LP | 869.0K -15.9K (-1.8%) | 13.20M -7.5M (-36.4%) | 3.30% -0.060 pp | 0.00% -0.002 pp | USD25.15 -39.6% | 51 qtrs — |
| 3 | BLACKROCK, INC. | 493.7K -15.3K (-3.0%) | 7.50M -4.4M (-37.1%) | 1.87% -0.058 pp | 0.00% 0.000 pp | USD43.11 -64.8% | 6 qtrs — |
| 4 | VANGUARD GROUP INC | 395.8K +317.0 (+0.1%) | 6.01M -3.3M (-35.1%) | 1.50% +0.001 pp | 0.00% 0.000 pp | USD24.80 -38.8% | 84 qtrs — |
| 5 | AMERICAN CENTURY COMPANIES INC | 290.6K +11.1K (+4.0%) | 4.41M -2.1M (-32.6%) | 1.10% +0.042 pp | 0.00% -0.001 pp | USD33.40 -54.5% | 14 qtrs — |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 200.0K +7.3K (+3.8%) | 3.04M -1.5M (-32.7%) | 0.76% +0.028 pp | 0.00% 0.000 pp | USD23.14 -34.4% | 66 qtrs — |
| 7 | BANK OF NEW YORK MELLON CORP | 178.2K +88.9K (+99.5%) | 2.71M +612.7K (+29.3%) | 0.68% +0.338 pp | 0.00% +0.000 pp | USD18.25 -16.8% | 66 qtrs — |
| 8 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 152.6K -22.5K (-12.8%) | 2.32M -1.8M (-43.5%) | 0.58% -0.085 pp | 0.05% -0.039 pp | USD29.20 -48.0% | 25 qtrs — |
| 9 | STATE STREET CORP | 141.1K -9.7K (-6.4%) | 2.16M -1.4M (-39.2%) | 0.54% -0.037 pp | 0.00% 0.000 pp | USD24.44 -37.8% | 51 qtrs — |
| 10 | EMPOWERED FUNDS, LLC | 90.8K -5.0K (-5.2%) | 1.38M -866.3K (-38.6%) | 0.34% -0.019 pp | 0.01% -0.012 pp | USD31.35 -51.5% | 11 qtrs — |
| 11 | NORTHERN TRUST CORP | 68.7K -11.1K (-13.9%) | 1.04M -825.9K (-44.2%) | 0.26% -0.042 pp | 0.00% 0.000 pp | USD26.30 -42.2% | 51 qtrs — |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 59.2K +221.0 (+0.4%) | 899.3K -483.2K (-35.0%) | 0.22% +0.001 pp | 0.00% 0.000 pp | USD24.34 -37.6% | 52 qtrs — |
| 13 | DENALI ADVISORS LLC | 49.2K -43.8K (-47.1%) | 747.7K -1.4M (-65.7%) | 0.19% -0.166 pp | 0.08% -0.163 pp | USD32.78 -53.7% | 17 qtrs — |
| 14 | ANCHOR CAPITAL ADVISORS LLC | 48.5K -964.0 (-1.9%) | 737.4K -423.1K (-36.5%) | 0.18% -0.004 pp | 0.02% -0.012 pp | USD34.77 -56.3% | 8 qtrs — |
| 15 | PACIFIC RIDGE CAPITAL PARTNERS, LLC | 34.2K +18.7K (+120.6%) | 518.8K +155.9K (+43.0%) | 0.13% +0.071 pp | 0.11% +0.034 pp | USD20.57 -26.2% | 9 qtrs — |
| 16 | BANK OF AMERICA CORP /DE/ | 33.7K +20.0K (+145.4%) | 512.2K +190.1K (+59.0%) | 0.13% +0.076 pp | 0.00% +0.000 pp | USD22.86 -33.6% | 52 qtrs — |
| 17 | CITADEL ADVISORS LLC | 33.5K +33.5K (+100.0%) | 509.0K +509.0K (+100.0%) | 0.13% +0.127 pp | 0.00% +0.000 pp | USD15.19 +0.0% | 1 qtrs NEW |
| 18 | ROYAL BANK OF CANADA | 31.7K +21.4K (+208.2%) | 482.0K +240.0K (+99.2%) | 0.12% +0.081 pp | 0.00% +0.000 pp | USD18.66 -18.6% | 21 qtrs — |
| 19 | MORGAN STANLEY | 27.3K -29.8K (-52.2%) | 414.4K -924.2K (-69.0%) | 0.10% -0.113 pp | 0.00% 0.000 pp | USD30.29 -49.9% | 51 qtrs — |
| 20 | DEKABANK DEUTSCHE GIROZENTRALE | 6.8K +— (+0.0%) | 343.0K +4.0K (+1.2%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD25.18 -39.7% | 10 qtrs — |
| 21 | WALLEYE CAPITAL LLC | 22.4K +22.4K (+100.0%) | 340.3K +340.3K (+100.0%) | 0.09% +0.085 pp | 0.00% +0.001 pp | USD15.19 +0.0% | 1 qtrs NEW |
| 22 | MILLENNIUM MANAGEMENT LLC | 21.2K +21.2K (+100.0%) | 322.3K +322.3K (+100.0%) | 0.08% +0.081 pp | 0.00% +0.000 pp | USD15.19 +0.0% | 1 qtrs NEW |
| 23 | NUVEEN, LLC | 20.4K +— (+0.0%) | 310.4K -168.6K (-35.2%) | 0.08% +0.000 pp | 0.00% +0.000 pp | USD26.24 -42.1% | 4 qtrs — |
| 24 | QUANTINNO CAPITAL MANAGEMENT LP | 17.3K +17.3K (+100.0%) | 262.1K +262.1K (+100.0%) | 0.07% +0.066 pp | 0.00% +0.001 pp | USD15.19 +0.0% | 1 qtrs NEW |
| 25 | NEW YORK STATE COMMON RETIREMENT FUND | 17.2K -10.7K (-38.4%) | 260.6K -392.4K (-60.1%) | 0.07% -0.041 pp | 0.00% -0.001 pp | USD31.62 -52.0% | 44 qtrs — |
| 26 | JANE STREET GROUP, LLC | 15.1K +2.5K (+19.8%) | 229.5K -66.0K (-22.3%) | 0.06% +0.010 pp | 0.00% +0.000 pp | USD22.07 -31.2% | 2 qtrs — |
| 27 | STRS OHIO | 12.9K +— (+0.0%) | 196.0K -106.4K (-35.2%) | 0.05% +0.000 pp | 0.00% 0.000 pp | USD24.18 -37.2% | 21 qtrs — |
| 28 | ALLIANCEBERNSTEIN L.P. | 10.8K +600.0 (+5.9%) | 164.4K -75.2K (-31.4%) | 0.04% +0.002 pp | 0.00% +0.000 pp | USD34.94 -56.5% | 11 qtrs — |
| 29 | STATE OF WISCONSIN INVESTMENT BOARD | 10.7K -450.0 (-4.0%) | 162.5K -98.8K (-37.8%) | 0.04% -0.002 pp | 0.00% 0.000 pp | USD33.39 -54.5% | 9 qtrs — |
| 30 | INVESCO LTD. | 10.6K -1.6K (-12.9%) | 160.7K -123.9K (-43.5%) | 0.04% -0.006 pp | 0.00% +0.000 pp | USD44.72 -66.0% | 28 qtrs — |
| 31 | BARCLAYS PLC | 10.6K -395.0 (-3.6%) | 160.4K -311.8K (-66.0%) | 0.04% -0.002 pp | 0.00% 0.000 pp | USD35.41 -57.1% | 38 qtrs — |
| 32 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 9.6K -3.2K (-24.9%) | 145.3K -153.3K (-51.3%) | 0.04% -0.012 pp | 0.00% -0.001 pp | USD32.92 -53.9% | 10 qtrs — |
| 33 | QUEST PARTNERS LLC | 9.4K +5.0K (+115.5%) | 142.8K +40.5K (+39.6%) | 0.04% +0.019 pp | 0.01% +0.001 pp | USD19.02 -20.1% | 4 qtrs — |
| 34 | RHUMBLINE ADVISERS | 9.0K -1.2K (-11.6%) | 136.6K -101.8K (-42.7%) | 0.03% -0.005 pp | 0.00% 0.000 pp | USD28.76 -47.2% | 15 qtrs — |
| 35 | WELLS FARGO & COMPANY/MN | 7.6K +2.4K (+46.2%) | 115.1K -6.4K (-5.2%) | 0.03% +0.009 pp | 0.00% +0.000 pp | USD24.85 -38.9% | 50 qtrs — |
| 36 | UBS GROUP AG | 7.1K -5.6K (-43.9%) | 108.1K -189.3K (-63.7%) | 0.03% -0.021 pp | 0.00% +0.000 pp | USD32.18 -52.8% | 40 qtrs — |
| 37 | CITIGROUP INC | 7.0K +1.6K (+29.7%) | 106.8K -20.2K (-15.9%) | 0.03% +0.006 pp | 0.00% +0.000 pp | USD32.53 -53.3% | 54 qtrs — |
| 38 | DEUTSCHE BANK AG\ | 4.9K +— (+0.0%) | 74.5K -40.4K (-35.2%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD27.59 -44.9% | 50 qtrs — |
| 39 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 3.2K +88.0 (+2.8%) | 49.0K -24.6K (-33.4%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD39.75 -61.8% | 7 qtrs — |
| 40 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 2.8K +1.4K (+104.4%) | 41.0K +10.0K (+32.3%) | 0.01% +0.005 pp | 0.00% +0.000 pp | USD19.23 -21.0% | 2 qtrs — |
| 41 | JPMORGAN CHASE & CO | 2.7K -119.0 (-4.2%) | 41.0K -25.1K (-37.9%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD38.67 -60.7% | 51 qtrs — |
| 42 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 1.8K +— (+0.0%) | 28.0K -15.2K (-35.2%) | 0.01% +0.000 pp | 0.00% 0.000 pp | USD45.94 -66.9% | 5 qtrs — |
| 43 | BNP PARIBAS ARBITRAGE, SNC | 1.6K +126.0 (+8.8%) | 23.6K -9.9K (-29.5%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD25.61 -40.7% | 49 qtrs — |
| 44 | TOWER RESEARCH CAPITAL LLC (TRC) | 735.00 +232.0 (+46.1%) | 11.2K -625.0 (-5.3%) | 0.00% +0.001 pp | 0.00% 0.000 pp | USD23.16 -34.4% | 41 qtrs — |
| 45 | ASSET DEDICATION, LLC | 705.00 +— (+0.0%) | 10.7K -5.8K (-35.2%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD13.10 +16.0% | 24 qtrs — |
| 46 | RUSSELL INVESTMENTS GROUP, LTD. | 681.00 +49.0 (+7.8%) | 10.3K -4.5K (-30.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD23.29 -34.8% | 34 qtrs — |
| 47 | VERSANT CAPITAL MANAGEMENT, INC | 631.00 +631.0 (+100.0%) | 9.6K +9.6K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.001 pp | USD15.19 +0.0% | 1 qtrs NEW |
| 48 | LEGAL & GENERAL GROUP PLC | 588.00 -6.4K (-91.6%) | 8.9K -155.6K (-94.6%) | 0.00% -0.024 pp | 0.00% +0.000 pp | USD30.18 -49.7% | 37 qtrs — |
| 49 | AMERITAS INVESTMENT PARTNERS, INC. | 475.00 +— (+0.0%) | 7.2K -3.9K (-35.2%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD14.35 +5.9% | 36 qtrs — |
| 50 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 416.00 -6.8K (-94.2%) | 6.3K -163.0K (-96.3%) | 0.00% -0.026 pp | 0.00% 0.000 pp | USD29.60 -48.7% | 52 qtrs — |
| 51 | STERLING CAPITAL MANAGEMENT LLC | 390.00 -76.0 (-16.3%) | 5.9K -5.0K (-45.8%) | 0.00% 0.000 pp | 0.00% 0.000 pp | USD27.71 -45.2% | 6 qtrs — |
| 52 | HARBOR CAPITAL ADVISORS, INC. | 343.00 +65.0 (+23.4%) | 5.0K -2.0K (-28.6%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD23.57 -35.6% | 4 qtrs — |
| 53 | GAMMA INVESTING LLC | 267.00 +197.0 (+281.4%) | 4.1K +2.4K (+147.2%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD18.69 -18.7% | 7 qtrs — |
| 54 | PRIVATE WEALTH MANAGEMENT GROUP, LLC | 222.00 +222.0 (+100.0%) | 3.4K +3.4K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.001 pp | USD15.19 +0.0% | 1 qtrs NEW |
| 55 | WEALTHCOLLAB, LLC | 220.00 -116.0 (-34.5%) | 3.3K -4.5K (-57.6%) | 0.00% 0.000 pp | 0.00% -0.002 pp | USD28.01 -45.8% | 9 qtrs — |
| 56 | AMALGAMATED BANK | 212.00 -52.0 (-19.7%) | 3.0K -3.0K (-50.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD20.19 -24.8% | 16 qtrs — |
| 57 | SRS CAPITAL ADVISORS, INC. | 191.00 -5.0 (-2.6%) | 2.9K -1.7K (-36.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD23.43 -35.2% | 7 qtrs — |
| 58 | UBS ASSET MANAGEMENT AMERICAS INC | 128.00 -12.4K (-99.0%) | 1.9K -292.1K (-99.3%) | 0.00% -0.047 pp | 0.00% 0.000 pp | USD32.88 -53.8% | 8 qtrs — |
| 59 | OPTIVER HOLDING B.V. | 90.00 +— (+0.0%) | 1.4K -743.0 (-35.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD23.43 -35.2% | 2 qtrs — |
| 60 | EVERSOURCE WEALTH ADVISORS, LLC | 70.00 -28.0 (-28.6%) | 1.1K -1.2K (-53.7%) | 0.00% 0.000 pp | 0.00% 0.000 pp | USD25.60 -40.7% | 4 qtrs — |
| 61 | CWM, LLC | 64.00 -99.0 (-60.7%) | 1.0K -3.0K (-75.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD28.48 -46.7% | 12 qtrs — |
| 62 | COVESTOR LTD | 44.00 +— (+0.0%) | 1.0K +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD23.43 -35.2% | 17 qtrs — |
| 63 | PNC FINANCIAL SERVICES GROUP, INC. | 31.00 +27.0 (+675.0%) | 471.00 +377.0 (+401.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD16.48 -7.8% | 3 qtrs — |
| 64 | GLOBAL RETIREMENT PARTNERS, LLC | 13.00 +13.0 (+100.0%) | 197.00 +197.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD15.15 +0.3% | 1 qtrs NEW |
| 65 | ALLWORTH FINANCIAL LP | 5.00 +4.0 (+400.0%) | 76.00 +52.0 (+216.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD16.60 -8.5% | 2 qtrs — |
| 66 | FARTHER FINANCE ADVISORS, LLC | 3.00 -134.0 (-97.8%) | 46.00 -3.2K (-98.6%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD23.33 -34.9% | 9 qtrs — |
| 67 | SBI SECURITIES CO., LTD. | 2.00 +— (+0.0%) | 30.00 -17.0 (-36.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD45.50 -66.6% | 5 qtrs — |
| 68 | HUNTINGTON NATIONAL BANK | 1.00 +— (+0.0%) | 15.00 -8.0 (-34.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD42.00 -63.8% | 13 qtrs — |
| 69 | IFP ADVISORS, INC | 1.00 +— (+0.0%) | 15.00 -8.0 (-34.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD23.00 -34.0% | 2 qtrs — |
| 70 | CAPITAL ADVISORS, LTD. LLC | — -26.0 (-100.0%) | — -1.0K (-100.0%) | 0.00% 0.000 pp | 0.00% 0.000 pp | USD— | 8 qtrs SOLD |
| 71 | METLIFE INVESTMENT MANAGEMENT, LLC | — -4.3K (-100.0%) | — -99.9K (-100.0%) | 0.00% -0.016 pp | 0.00% -0.001 pp | USD— | 15 qtrs SOLD |
| 72 | TRUE WEALTH DESIGN, LLC | — -2.0 (-100.0%) | — -47.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 4 qtrs SOLD |
| 73 | LAZARD ASSET MANAGEMENT LLC | — -20.3K (-100.0%) | — -476.7K (-100.0%) | 0.00% -0.077 pp | 0.00% -0.001 pp | USD— | 15 qtrs SOLD |
| 74 | KLP KAPITALFORVALTNING AS | — -1.4K (-100.0%) | — -32.9K (-100.0%) | 0.00% -0.005 pp | 0.00% 0.000 pp | USD— | 5 qtrs SOLD |
| 75 | GOLDMAN SACHS GROUP INC | — -9.9K (-100.0%) | — -231.5K (-100.0%) | 0.00% -0.038 pp | 0.00% +0.000 pp | USD— | 22 qtrs SOLD |
| 76 | SWISS NATIONAL BANK | — -15.6K (-100.0%) | — -365.7K (-100.0%) | 0.00% -0.059 pp | 0.00% 0.000 pp | USD— | 13 qtrs SOLD |
| 77 | ROYCE & ASSOCIATES LP | — -70.2K (-100.0%) | — -1.6M (-100.0%) | 0.00% -0.267 pp | 0.00% -0.016 pp | USD— | 59 qtrs SOLD |
| 78 | ROTHSCHILD INVESTMENT LLC | — -10.0 (-100.0%) | — -234.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 7 qtrs SOLD |
| 79 | GREAT WEST LIFE ASSURANCE CO /CAN/ | — -477.0 (-100.0%) | — -11.0K (-100.0%) | 0.00% -0.002 pp | 0.00% +0.000 pp | USD— | 13 qtrs SOLD |
| 80 | PHYSICIAN WEALTH ADVISORS, INC. | — -39.0 (-100.0%) | — -915.0 (-100.0%) | 0.00% 0.000 pp | 0.00% 0.000 pp | USD— | 3 qtrs SOLD |
| 81 | ENVESTNET ASSET MANAGEMENT INC | — -9.0K (-100.0%) | — -209.9K (-100.0%) | 0.00% -0.034 pp | 0.00% 0.000 pp | USD— | 8 qtrs SOLD |
| 82 | FIRST TRUST ADVISORS LP | — -136.1K (-100.0%) | — -3.2M (-100.0%) | 0.00% -0.517 pp | 0.00% -0.002 pp | USD— | 5 qtrs SOLD |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Aztlan North America Nearshoring Stock Selection ETF NRSH | 0.47% | 154.2K | 0.75% |
| 2 | WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS | 0.14% | 551.5K | 0.38% |
| 3 | Acuitas Small Cap Active ETF AIMS | 0.12% | 91.3K | 0.75% |
| 4 | WisdomTree U.S. SmallCap Dividend Fund DES | 0.08% | 1.64M | 0.38% |
| 5 | Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT | 0.07% | 8.1K | 0.29% |
| 6 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.06% | 1.00M | 0.47% |
| 7 | iShares Micro-Cap ETF IWC | 0.02% | 343.0K | 0.60% |
| 8 | U.S. Micro Cap Portfolio ETF DFMC | 0.01% | 1.13M | 0.43% |
| 9 | Avantis U.S. Small Cap Value ETF AVUV | 0.01% | 3.77M | 0.25% |
| 10 | Dimensional - US Small Cap Value ETF DFSV | 0.01% | 876.4K | 0.30% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-04 | PHILLIPS TIMOTHY | Director / Officer | A-Award | A | Common Stock, no par value | 7,215 | 18.92 | 136.5K | 104,491 | D | ↗ |
| 2026-02-04 | BERES JUDE MARCUS | Officer | A-Award | A | Common Stock, no par value | 7,400 | 18.92 | 140.0K | 43,585 | D | ↗ |
| 2025-05-05 | Urban Richard P | Director | A-Award | A | Common Stock, no par value | 445 | 22.47 | 10.0K | 12,013 | D | ↗ |
| 2025-05-05 | Regan Michael A. | Director | A-Award | A | Common Stock, no par value | 356 | 22.47 | 8.0K | 970 | D | ↗ |
| 2025-05-05 | Moroun Matthew J. | Director | A-Award | A | Common Stock, no par value | 667 | 22.47 | 15.0K | 2,235 | D | ↗ |
| 2025-05-05 | MOROUN MATTHEW T | Director / 10% Owner | A-Award | A | Common Stock, no par value | 667 | 22.47 | 15.0K | 2,235 | I | ↗ |
| 2025-05-05 | BELANGER GRANT EDWARD | Director | A-Award | A | Common Stock, no par value | 667 | 22.47 | 15.0K | 1,686 | D | ↗ |
| 2025-02-10 | PHILLIPS TIMOTHY | Director / Officer | A-Award | A | Common Stock, no par value | 5,887 | 29.73 | 175.0K | 97,276 | D | ↗ |
| 2025-02-10 | BERES JUDE MARCUS | Officer | A-Award | A | Common Stock, no par value | 7,521 | 29.73 | 223.6K | 36,185 | D | ↗ |
| 2024-05-06 | Urban Richard P | Director | A-Award | A | Common Stock, no par value | 331 | 45.22 | 15.0K | 11,568 | — | ↗ |
| 2024-05-06 | Regan Michael A. | Director | A-Award | A | Common Stock, no par value | 221 | 45.22 | 10.0K | 614 | — | ↗ |
| 2024-05-06 | Moroun Matthew J. | Director | A-Award | A | Common Stock, no par value | 331 | 45.22 | 15.0K | 1,568 | — | ↗ |
| 2024-05-06 | MOROUN MATTHEW T | Director / 10% Owner | A-Award | A | Common Stock, no par value | 331 | 45.22 | 15.0K | 331 | — | ↗ |
| 2024-05-06 | BELANGER GRANT EDWARD | Director | A-Award | A | Common Stock, no par value | 331 | 45.22 | 15.0K | 1,019 | — | ↗ |
| 2024-02-14 | PHILLIPS TIMOTHY | Director / Officer | A-Award | A | Common Stock, no par value | 5,160 | 31.96 | 164.9K | 91,389 | — | ↗ |
| 2024-02-14 | BERES JUDE MARCUS | Officer | A-Award | A | Common Stock, no par value | 5,223 | 31.96 | 166.9K | 28,664 | — | ↗ |
| 2023-08-11 | Wolfe H.E. | Director | D-Return | D | Common Stock, no par value | 3,750 | 32.24 | 120.9K | 10,000 | — | ↗ |
| 2023-08-01 | MOROUN MATTHEW T | Director / 10% Owner | S-Sale | D | Common Stock, no par value | 3,200,000 | 24.62 | 78.77M | 0 | — | ↗ |
| 2023-05-08 | Urban Richard P | Director | A-Award | A | Common Stock, no par value | 590 | 25.42 | 15.0K | 11,237 | — | ↗ |
| 2023-05-08 | Regan Michael A. | Director | A-Award | A | Common Stock, no par value | 393 | 25.42 | 10.0K | 393 | — | ↗ |
| 2023-05-08 | Moroun Matthew J. | Director | A-Award | A | Common Stock, no par value | 590 | 25.42 | 15.0K | 1,237 | — | ↗ |
| 2023-05-08 | MOROUN MATTHEW T | Director / 10% Owner | A-Award | A | Common Stock, no par value | 590 | 25.42 | 15.0K | 14,303,973 | — | ↗ |
| 2023-05-08 | Hudson Marcus D. | Director | A-Award | A | Common Stock, no par value | 324 | 25.42 | 8.2K | 324 | — | ↗ |
| 2023-05-08 | CALDERONE FREDERICK P | Director | A-Award | A | Common Stock, no par value | 590 | 25.42 | 15.0K | 590 | — | ↗ |
| 2023-05-08 | BELANGER GRANT EDWARD | Director | A-Award | A | Common Stock, no par value | 472 | 25.42 | 12.0K | 688 | — | ↗ |
| 2023-04-27 | Hudson Marcus D. | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-03-24 | PHILLIPS TIMOTHY | Director / Officer | A-Award | A | Common Stock, no par value | 9,134 | 27.59 | 252.0K | 86,229 | — | ↗ |
| 2023-03-24 | BERES JUDE MARCUS | Officer | A-Award | A | Common Stock, no par value | 8,441 | 27.59 | 232.9K | 23,441 | — | ↗ |
| 2022-06-16 | Wolfe H.E. | Director | D-Return | D | Common Stock, no par value | 5,000 | 28.00 | 140.0K | 13,750 | — | ↗ |
| 2022-05-09 | Urban Richard P | Director | A-Award | A | Common Stock, no par value | 647 | 23.17 | 15.0K | 10,647 | — | ↗ |
| 2022-05-09 | Moroun Matthew J. | Director | A-Award | A | Common Stock, no par value | 647 | 23.17 | 15.0K | 647 | — | ↗ |
| 2022-05-09 | MOROUN MATTHEW T | Director / 10% Owner | A-Award | A | Common Stock, no par value | 647 | 23.17 | 15.0K | 14,303,383 | — | ↗ |
| 2022-05-09 | BELANGER GRANT EDWARD | Director | A-Award | A | Common Stock, no par value | 216 | 23.17 | 5.0K | 216 | — | ↗ |
| 2022-03-11 | Urban Richard P | Director | P-Purchase | A | Common Stock, no par value | 5,000 | 20.49 | 102.5K | 10,000 | — | ↗ |
| 2021-12-20 | Moroun Nora M. | 10% Owner | S-Sale | D | Common Stock, no par value | 3,090,879 | 14.94 | 46.18M | 0 | — | ↗ |
| 2021-12-20 | MOROUN MATTHEW T | Director / 10% Owner | P-Purchase | A | Common Stock, no par value | 3,090,879 | 14.94 | 46.18M | 3,871,527 | — | ↗ |
| 2021-06-18 | MOROUN MATTHEW T | Director / 10% Owner | P-Purchase | A | Common Stock, no par value | 417,757 | 21.00 | 8.77M | 780,648 | — | ↗ |
| 2021-05-03 | Moroun Nora M. | 10% Owner | G-Gift | A | Common Stock, no par value | 81,079 | 0.00 | — | 3,090,879 | — | ↗ |
| 2021-05-03 | MOROUN MATTHEW T | Director / 10% Owner | G-Gift | D | Common Stock, no par value | 81,079 | 0.00 | — | 0 | — | ↗ |
| 2020-12-15 | Moroun Nora M. | 10% Owner | — | D | Common Stock, no par value | 0 | 0.00 | — | 3,009,800 | — | ↗ |
| 2020-12-15 | MOROUN MATTHEW T | Director / 10% Owner | G-Gift | D | Common Stock, no par value | 3,009,800 | 0.00 | — | 417,757 | — | ↗ |
| 2020-12-10 | MOROUN MATTHEW T | Director / 10% Owner | P-Purchase | A | Common Stock, no par value | 1,471,521 | 19.45 | 28.62M | 14,302,736 | — | ↗ |
| 2020-12-08 | Wolfe H.E. | Director | D-Return | D | Common Stock, no par value | 6,250 | 22.05 | 137.8K | 18,750 | — | ↗ |
| 2020-12-08 | MOROUN MATTHEW T | Director / 10% Owner | G-Gift | A | Common Stock, no par value | 914,450 | 0.00 | — | 914,450 | — | ↗ |
| 2020-09-18 | MOROUN MATTHEW T | Director / 10% Owner | G-Gift | A | Common Stock, no par value | 1,200,000 | 0.00 | — | 1,200,000 | — | ↗ |
| 2020-08-06 | MOROUN MATTHEW T | Director / 10% Owner | J-Other | D | Common Stock, no par value | 1,918,921 | 0.00 | — | 81,079 | — | ↗ |
| 2020-04-30 | Moroun Matthew J. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-02-05 | BERES JUDE MARCUS | Officer | A-Award | A | Common Stock, no par value | 5,000 | 17.74 | 88.7K | 15,000 | — | ↗ |
| 2020-01-10 | PHILLIPS TIMOTHY | Director / Officer | — | D | Common Stock, no par value | 0 | 0.00 | — | 17,095 | — | ↗ |
| 2019-12-31 | MOROUN MATTHEW T | Director / 10% Owner | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-09-16 | MOROUN MANUEL J | Director / 10% Owner | D-Return | D | Common Stock, no par value | 600,000 | 22.50 | 13.50M | 3,427,557 | — | ↗ |
| 2019-09-16 | BERES JUDE MARCUS | Officer | D-Return | D | Common Stock, no par value | 10,000 | 22.50 | 225.0K | 10,000 | — | ↗ |
| 2019-04-25 | MOROUN MANUEL J | Director / 10% Owner | G-Gift | D | Common Stock, no par value | 53,563 | 0.00 | — | 0 | — | ↗ |
| 2019-03-28 | MOROUN MANUEL J | Director / 10% Owner | G-Gift | D | Common Stock, no par value | 2,000,000 | 0.00 | — | 4,373,994 | — | ↗ |
| 2019-02-20 | Rogers Jeff | Director / Officer | A-Award | A | Common Stock, no par value | 12,000 | 23.56 | 282.7K | 53,000 | — | ↗ |
| 2019-02-20 | BERES JUDE MARCUS | Officer | A-Award | A | Common Stock, no par value | 10,000 | 23.56 | 235.6K | 20,000 | — | ↗ |
| 2018-08-07 | Wolfe H.E. | Director | S-Sale | D | Common Stock, no par value | 10,065 | 35.25 | 354.8K | 25,000 | — | ↗ |
| 2018-08-07 | Rogers Jeff | Director / Officer | D-Return | D | Common Stock, no par value | 7,500 | 35.25 | 264.4K | 41,000 | — | ↗ |
| 2018-04-27 | GOODEN CLARENCE W | Director | — | D | Common Stock, no par value | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-03-09 | Rogers Jeff | Director / Officer | P-Purchase | A | Common Stock, no par value | 1,000 | 21.70 | 21.7K | 48,500 | — | ↗ |
| 2017-11-05 | Wolfe H.E. | Director | S-Sale | D | Common Stock, no par value | 17,500 | 22.00 | 385.0K | 35,065 | — | ↗ |
| 2017-02-22 | Rogers Jeff | Director / Officer | A-Award | A | Common Stock, no par value | 10,000 | 13.45 | 134.5K | 47,500 | — | ↗ |
| 2016-07-27 | BELANGER GRANT EDWARD | Director | — | D | Common Stock, no par value | 0 | 0.00 | — | 0 | — | ↗ |
| 2016-03-31 | BERES JUDE MARCUS | Officer | — | D | Common Stock, no par value | 0 | 0.00 | — | 10,000 | — | ↗ |
| 2016-02-24 | Rogers Jeff | Director / Officer | A-Award | A | Common Stock, no par value | 10,000 | 15.55 | 155.5K | 37,500 | — | ↗ |
| 2015-12-23 | Crittenden David A. | Officer | A-Award | A | Common Stock, no par value | 5,000 | 14.93 | 74.7K | 14,135 | — | ↗ |
| 2015-08-19 | Rogers Jeff | Director / Officer | S-Sale | D | Common Stock, no par value | 2,500 | 20.33 | 50.8K | 27,500 | — | ↗ |
| 2015-07-09 | MOROUN MANUEL J | Director / 10% Owner | D-Return | D | Common Stock, no par value | 787,468 | 21.50 | 16.93M | 6,373,994 | — | ↗ |
| 2015-04-29 | Rogers Jeff | Director / Officer | A-Award | A | Common Stock, no par value | 20,000 | 22.03 | 440.6K | 30,000 | — | ↗ |
| 2015-03-06 | Wolfe H.E. | Director | S-Sale | D | Common Stock, no par value | 25,000 | 24.90 | 622.5K | 52,565 | — | ↗ |
| 2015-03-05 | Rogers Jeff | Director / Officer | A-Award | A | Common Stock, no par value | 10,000 | 25.18 | 251.8K | 10,000 | — | ↗ |
| 2014-12-31 | Wolfe H.E. | Director | F-InKind | D | Common Stock, no par value | 858 | 28.51 | 24.5K | 77,565 | — | ↗ |
| 2014-12-20 | Wolfe H.E. | Director | F-InKind | D | Common Stock, no par value | 429 | 28.29 | 12.1K | 78,423 | — | ↗ |
| 2014-08-07 | Wolfe H.E. | Director / Officer | S-Sale | D | Common Stock, no par value | 7,500 | 24.07 | 180.5K | 78,852 | — | ↗ |
| 2014-06-03 | Rogers Jeff | Officer | — | D | Common Stock, no par value | 0 | 0.00 | — | 0 | — | ↗ |
| 2014-05-20 | MOROUN MATTHEW T | Director / 10% Owner | J-Other | A | Common Stock, no par value | 1,278,929 | 23.52 | 30.08M | 13,631,215 | — | ↗ |
| 2014-05-20 | MJ Moroun 2012 Annuity Trust, dated April 30, 2012 | 10% Owner | J-Other | D | Common Stock, no par value | 1,278,929 | 23.52 | 30.08M | 0 | — | ↗ |
| 2014-04-29 | MOROUN MANUEL J | Director / 10% Owner | J-Other | D | Common Stock, no par value | 500,000 | 26.00 | 13.00M | 752,155 | — | ↗ |
| 2014-04-29 | MJ Moroun 2012 Annuity Trust, dated April 30, 2012 | 10% Owner | J-Other | D | Common Stock, no par value | 1,380,000 | 26.00 | 35.88M | 1,278,929 | — | ↗ |
| 2014-03-10 | Wolfe H.E. | Officer | S-Sale | D | Common Stock, no par value | 5,000 | 27.49 | 137.5K | 86,352 | — | ↗ |
| 2013-08-21 | MOROUN MATTHEW T | Director / 10% Owner | J-Other | D | Common Stock, no par value | 1,125,000 | 23.00 | 25.88M | 2,658,929 | — | ↗ |
| 2013-08-21 | MJ Moroun 2012 Annuity Trust, dated April 30, 2012 | 10% Owner | J-Other | D | Common Stock, no par value | 1,125,000 | 23.00 | 25.88M | 2,658,929 | — | ↗ |
| 2013-07-15 | MOROUN MATTHEW T | Director / 10% Owner | J-Other | D | Common Stock, no par value | 1,252,155 | 25.76 | 32.26M | 3,783,929 | — | ↗ |
| 2013-07-15 | MOROUN MANUEL J | Director / 10% Owner | J-Other | A | Common Stock, no par value | 1,252,155 | 25.76 | 32.26M | 1,252,155 | — | ↗ |
| 2013-07-15 | MJ Moroun 2012 Annuity Trust, dated April 30, 2012 | 10% Owner | J-Other | D | Common Stock, no par value | 1,252,155 | 25.76 | 32.26M | 3,783,929 | — | ↗ |
| 2013-04-24 | Regan Michael A. | Director | — | D | Common Stock, no par value | 0 | 0.00 | — | 0 | — | ↗ |
| 2013-02-27 | SULLIVAN DANIEL C | Director | P-Purchase | A | Common Stock | 1,000 | 18.33 | 18.3K | 2,000 | — | ↗ |
| 2012-12-20 | Wolfe H.E. | Officer | A-Award | A | Restricted Common Stock | 91,352 | 16.42 | 1.50M | 91,352 | — | ↗ |
| 2012-12-20 | Crittenden David A. | Officer | A-Award | A | Restricted Common Stock | 9,135 | 16.42 | 150.0K | 9,135 | — | ↗ |
| 2012-11-28 | Casaroll Joseph J | Director | P-Purchase | A | Common Stock | 500 | 15.54 | 7.8K | 500 | — | ↗ |
| 2012-11-13 | Casaroll Joseph J | Director | S-Sale | D | Common Stock | 500 | 16.24 | 8.1K | 0 | — | ↗ |
| 2012-09-14 | MOROUN MATTHEW T | Director / 10% Owner | A-Award | A | Common Stock, no par value | 5,036,084 | 15.48 | 77.96M | 5,036,084 | — | ↗ |
| 2012-09-14 | MOROUN MANUEL J | Director / 10% Owner | A-Award | A | Common Stock, no par value | 2,184,000 | 15.48 | 33.81M | 7,161,462 | — | ↗ |
| 2012-09-14 | MJ Moroun 2012 Annuity Trust, dated April 30, 2012 | 10% Owner | — | D | Common Stock, no par value | 0 | 0.00 | — | 5,036,084 | — | ↗ |
| 2011-05-17 | Urban Richard P | Director | P-Purchase | A | Common Stock | 5,000 | 15.50 | 77.5K | 5,000 | — | ↗ |
| 2008-10-28 | Cochran Donald B | Director / Officer | P-Purchase | A | Common Stock | 1,000 | 12.54 | 12.5K | 1,500 | — | ↗ |
| 2007-08-02 | Cochran Donald B | Officer | P-Purchase | A | Common Stock | 200 | 18.80 | 3.8K | 500 | — | ↗ |
| 2007-08-01 | SULLIVAN DANIEL C | Director | P-Purchase | A | Common Stock | 1,000 | 18.09 | 18.1K | 1,000 | — | ↗ |
| 2005-03-31 | Casaroll Joseph J | Director | P-Purchase | A | Common Stock | 500 | 22.78 | 11.4K | 500 | — | ↗ |
| 2005-02-10 | Wahby Ted B | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2005-02-10 | Urban Richard P | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2005-02-10 | Sigler Robert E | Officer | — | D | Stock Option (Right to Buy) | 55,000 | 0.00 | — | 0 | — | ↗ |
| 2005-02-10 | SULLIVAN DANIEL C | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2005-02-10 | MOROUN MATTHEW T | Director / 10% Owner | — | D | Common Stock, no par value | 0 | 0.00 | — | 5,045,038 | — | ↗ |
| 2005-02-10 | MOROUN MANUEL J | Director / 10% Owner | — | I | Common Stock, no par value | 0 | 0.00 | — | 4,977,462 | — | ↗ |
| 2005-02-10 | Fonzi Angelo A | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2005-02-10 | Cochran Donald B | Officer | — | D | Stock Option (Right to Buy) | 55,000 | 0.00 | — | 0 | — | ↗ |
| 2005-02-10 | Casaroll Joseph J | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2005-02-10 | Blumenauer Leo | Officer | — | D | Stock Option (Right to Buy) | 55,000 | 0.00 | — | 0 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Tim Phillips Chief Executive Officer and President | 700.2K | 318.5K | 175.0K | — | — | 111.00 | 1.19M | 14.66% | ↗ |
| 2 | 2025 | Jude Beres Chief Financial Officer and Treasurer | 548.3K | 210.0K | 223.6K | — | — | 111.00 | 982.0K | 22.77% | ↗ |
| 3 | 2024 | Tim Phillips Chief Executive Officer and President | 651.0K | 410.0K | 164.9K | — | — | 133.00 | 1.23M | 13.45% | ↗ |
| 4 | 2024 | Jude Beres Chief Financial Officer and Treasurer | 524.6K | 308.7K | 166.9K | — | — | 133.00 | 1.00M | 16.69% | ↗ |
| 5 | 2023 | Tim Phillips Chief Executive Officer and President | 602.0K | 378.0K | 252.0K | — | — | 133.00 | 1.23M | 20.45% | ↗ |
| 6 | 2023 | Jude Beres Chief Financial Officer and Treasurer | 503.4K | 246.0K | 232.9K | — | — | 133.00 | 982.4K | 23.71% | ↗ |
| 7 | 2022 | Tim Phillips Chief Executive Officer and President | 559.3K | 588.0K | — | — | — | 133.00 | 1.15M | 0.00% | ↗ |
| 8 | 2022 | Jude Beres Chief Financial Officer and Treasurer | 479.4K | 349.3K | — | — | — | 133.00 | 828.8K | 0.00% | ↗ |
| 9 | 2021 | Tim Phillips Chief Executive Officer and President | 500.0K | 500.0K | — | — | — | 133.00 | 1.00M | 0.00% | ↗ |
| 10 | 2021 | Jude Beres Chief Financial Officer and Treasurer | 456.5K | 415.0K | — | — | — | 133.00 | 871.7K | 0.00% | ↗ |
| 11 | 2020 | Tim Phillips Chief Executive Officer and President | 488.5K | 450.0K | 1.13M | — | — | 139.00 | 2.07M | 54.61% | ↗ |
| 12 | 2020 | Jude Beres Chief Financial Officer and Treasurer | 425.9K | 390.0K | 88.7K | — | — | 139.00 | 904.7K | 9.80% | ↗ |
| 13 | 2020 | Jeff Rogers Former Chief Executive Officer and President | — | — | — | — | — | 345.0K | 345.0K | 0.00% | ↗ |
| 14 | 2019 | Jude Beres Chief Financial Officer and Treasurer | 384.0K | 400.0K | 235.6K | — | — | 151.00 | 1.02M | 23.10% | ↗ |
| 15 | 2019 | Jude Beres Chief Financial Officer and Treasurer | 384.0K | 400.0K | 88.7K | — | — | 151.00 | 872.9K | 10.16% | ↗ |
| 16 | 2019 | Jeff Rogers Former Chief Executive Officer and President | 583.4K | — | 282.7K | — | — | 151.00 | 866.3K | 32.64% | ↗ |
| 17 | 2019 | Tim Phillips Chief Executive Officer and President | 288.5K | 240.0K | 235.6K | — | — | 151.00 | 764.3K | 30.83% | ↗ |
| 18 | 2019 | Jeff Rogers Former Chief Executive Officer and President | 583.4K | — | — | — | — | 151.00 | 583.5K | 0.00% | ↗ |
| 19 | 2018 | Jeff Rogers CEO | 471.5K | 525.0K | 282.7K | — | — | 151.00 | 1.28M | 22.10% | ↗ |
| 20 | 2018 | Jeff Rogers Former Chief Executive Officer and President | 471.5K | 525.0K | 282.7K | — | — | 151.00 | 1.28M | 22.10% | ↗ |
| 21 | 2018 | Jeff Rogers Former Chief Executive Officer and President | 471.5K | 525.0K | — | — | — | 151.00 | 996.6K | 0.00% | ↗ |
| 22 | 2018 | Jude Beres Chief Financial Officer and Treasurer | 337.1K | 250.0K | 235.6K | — | — | 151.00 | 822.9K | 28.63% | ↗ |
| 23 | 2018 | Jude Beres CFO and Treasurer | 337.1K | 250.0K | 235.6K | — | — | 151.00 | 822.9K | 28.63% | ↗ |
| 24 | 2018 | Jude Beres Chief Financial Officer and Treasurer | 337.1K | 250.0K | — | — | — | 151.00 | 587.3K | 0.00% | ↗ |
| 25 | 2018 | Tim Phillips Chief Executive Officer and President | 269.0K | 200.0K | — | — | — | 151.00 | 469.2K | 0.00% | ↗ |
| 26 | 2017 | Jeff Rogers CEO | 436.9K | 397.0K | 134.5K | — | — | 128.00 | 968.5K | 13.89% | ↗ |
| 27 | 2017 | Jeff Rogers Former Chief Executive Officer and President | 436.9K | 397.0K | 134.5K | — | — | 128.00 | 968.5K | 13.89% | ↗ |
| 28 | 2017 | Jude Beres CFO and Treasurer | 325.6K | 125.0K | — | — | — | 128.00 | 450.7K | 0.00% | ↗ |
| 29 | 2017 | Jude Beres Chief Financial Officer and Treasurer | 325.6K | 125.0K | — | — | — | 128.00 | 450.7K | 0.00% | ↗ |
| 30 | 2016 | Jeff Rogers CEO | 426.4K | 150.0K | 155.5K | — | — | 128.00 | 732.0K | 21.24% | ↗ |
| 31 | 2016 | David A. Crittenden Former CFO and Treasurer | 99.4K | — | — | — | — | 314.8K | 414.2K | 0.00% | ↗ |
| 32 | 2016 | Jude Beres CFO and Treasurer | 298.5K | 96.0K | — | — | — | 128.00 | 394.6K | 0.00% | ↗ |
| 33 | 2015 | Jeff Rogers Chief Executive Officer | 418.9K | 150.0K | 173.1K | — | — | 119.00 | 742.1K | 23.33% | ↗ |
| 34 | 2015 | Jeff Rogers CEO | 418.9K | 150.0K | 173.0K | — | — | 119.00 | 742.0K | 23.32% | ↗ |
| 35 | 2015 | Jude Beres CFO and Treasurer | 202.8K | 85.0K | 149.3K | — | — | — | 437.1K | 34.16% | ↗ |
| 36 | 2015 | David A. Crittenden Former CFO and Treasurer | 348.3K | — | 43.8K | — | — | 9.2K | 401.4K | 10.92% | ↗ |
| 37 | 2015 | David A. Crittenden Former CFO and Treasurer | 348.3K | — | 43.8K | — | — | 9.2K | 401.4K | 10.92% | ↗ |
| 38 | 2015 | Donald B. Cochran Former President and Vice Chairman | 62.7K | — | — | — | — | 326.5K | 389.2K | 0.00% | ↗ |
| 39 | 2014 | H. E. “Scott” Wolfe Former Chief Executive Officer | 450.0K | — | — | — | — | 8.4K | 458.4K | 0.00% | ↗ |
| 40 | 2014 | Donald B. Cochran Former President and Vice Chairman | 443.4K | — | — | — | — | 13.1K | 456.5K | 0.00% | ↗ |
| 41 | 2014 | David A. Crittenden Chief Financial Officer and Treasurer | 332.2K | 30.0K | — | — | — | 9.2K | 371.4K | 0.00% | ↗ |
| 42 | 2014 | Jeffrey A. Rogers | 207.7K | 150.0K | — | — | — | 60.00 | 357.8K | 0.00% | ↗ |
| 43 | 2014 | Jeff Rogers Chief Executive Officer | 207.7K | 150.0K | — | — | — | 60.00 | 357.8K | 0.00% | ↗ |
| 44 | 2013 | H. E. “Scott” Wolfe Chief Executive | 428.7K | — | — | — | 441.0K | 8.3K | 878.0K | 0.00% | ↗ |
| 45 | 2013 | H. E. “Scott” Wolfe Former Chief Executive Officer | 428.7K | — | — | — | 441.0K | 8.3K | 878.0K | 0.00% | ↗ |
| 46 | 2013 | David A. Crittenden Chief Financial | 300.5K | — | — | — | 318.5K | 8.8K | 627.8K | 0.00% | ↗ |
| 47 | 2013 | David A. Crittenden Chief Financial Officer and Treasurer | 300.5K | — | — | — | 318.5K | 8.8K | 627.8K | 0.00% | ↗ |
| 48 | 2013 | Donald B. Cochran President and Vice Chairman | 422.3K | — | — | — | — | 13.1K | 435.4K | 0.00% | ↗ |
| 49 | 2013 | Donald B. Cochran Former President and Vice Chairman | 422.3K | — | — | — | — | 13.1K | 435.4K | 0.00% | ↗ |
| 50 | 2012 | H. E. “Scott” Wolfe Chief Executive | 405.3K | — | 1.50M | — | 378.3K | 7.7K | 2.29M | 65.47% | ↗ |
| 51 | 2012 | H. E. “Scott” Wolfe Former Chief Executive Officer | 405.3K | — | 1.50M | — | 378.3K | 7.7K | 2.29M | 65.47% | ↗ |
| 52 | 2012 | H. E. “Scott” Wolfe Chief Executive | 405.3K | — | 300.0K | — | 378.3K | 7.7K | 1.09M | 27.49% | ↗ |
| 53 | 2012 | David A. Crittenden Chief Financial | 268.5K | — | 150.0K | — | 239.0K | 7.9K | 665.4K | 22.54% | ↗ |
| 54 | 2012 | David A. Crittenden Chief Financial Officer and Treasurer | 268.5K | — | 150.0K | — | 239.0K | 7.9K | 665.4K | 22.54% | ↗ |
| 55 | 2012 | David A. Crittenden Chief Financial Officer and Treasurer | 268.5K | — | 30.0K | — | 239.0K | 7.9K | 545.4K | 5.50% | ↗ |
| 56 | 2012 | Donald B. Cochran Former President and Vice Chairman | 402.2K | — | — | — | 84.5K | 13.1K | 499.7K | 0.00% | ↗ |
| 57 | 2012 | Donald B. Cochran President and Vice Chairman | 402.2K | — | — | — | 84.5K | 13.1K | 499.7K | 0.00% | ↗ |
| 58 | 2012 | Robert E. Sigler Executive Vice President and Secretary | 348.5K | — | — | — | 73.2K | 1.5K | 423.2K | 0.00% | ↗ |
| 59 | 2011 | Donald B. Cochran President and Vice Chairman | 380.7K | — | — | — | 60.2K | 13.1K | 453.9K | 0.00% | ↗ |
| 60 | 2011 | Donald B. Cochran President and Chief Executive Officer | 380.7K | — | — | — | 60.2K | 13.1K | 453.9K | 0.00% | ↗ |
| 61 | 2011 | Robert E. Sigler Vice President, Chief Financial Officer, Secretary and Treasurer | 329.9K | — | — | — | 52.1K | 1.5K | 383.5K | 0.00% | ↗ |
| 62 | 2011 | Robert E. Sigler Executive Vice President and Secretary | 329.9K | — | — | — | 52.1K | 1.5K | 383.5K | 0.00% | ↗ |
| 63 | 2010 | Donald B. Cochran President and Vice Chairman | 354.2K | — | — | — | — | 13.2K | 367.4K | 0.00% | ↗ |
| 64 | 2010 | Donald B. Cochran President and Chief Executive Officer | 354.2K | — | — | — | — | 13.2K | 367.4K | 0.00% | ↗ |
| 65 | 2010 | Robert E. Sigler Vice President, Chief Financial Officer, Secretary and Treasurer | 306.9K | — | — | — | — | 1.5K | 308.5K | 0.00% | ↗ |
| 66 | 2010 | Robert E. Sigler Executive Vice President and Secretary | 306.9K | — | — | — | — | 1.5K | 308.5K | 0.00% | ↗ |
| 67 | 2009 | Donald B. Cochran President and Chief Executive Officer | 346.5K | — | — | — | — | 13.2K | 359.7K | 0.00% | ↗ |
| 68 | 2009 | Robert E. Sigler Vice President, Chief Financial Officer, Secretary and Treasurer | 300.3K | — | — | — | — | 1.5K | 301.8K | 0.00% | ↗ |
| 69 | 2008 | Donald B. Cochran President and Chief Executive Officer | 352.0K | — | — | — | 10.4K | 13.2K | 375.7K | 0.00% | ↗ |
| 70 | 2008 | Robert E. Sigler Vice President, Chief Financial Officer, Secretary and Treasurer | 305.0K | — | — | — | 9.0K | 1.5K | 315.6K | 0.00% | ↗ |
| 71 | 2007 | Donald B. Cochran President and Chief Executive Officer | 335.5K | — | — | — | 69.5K | 13.3K | 418.3K | 0.00% | ↗ |
| 72 | 2007 | Robert E. Sigler Vice President, Chief Financial Officer, Secretary and Treasurer | 290.9K | — | — | — | 60.2K | 1.6K | 352.7K | 0.00% | ↗ |
| 73 | 2006 | Donald B. Cochran President and Chief Executive Officer | 319.6K | 317.4K | — | — | — | 169.7K | 806.7K | 0.00% | ↗ |
| 74 | 2006 | Robert E. Sigler Vice President, Chief Financial Officer, Secretary and Treasurer | 277.1K | 288.4K | — | — | — | 131.2K | 696.7K | 0.00% | ↗ |
| 75 | 2006 | Donald B. Cochran President and Chief Executive Officer | 319.6K | 100.0K | — | — | 217.4K | 6.6K | 643.5K | 0.00% | ↗ |
| 76 | 2006 | Leo Blumenauer Vice President of Business Development | 232.3K | 250.8K | — | — | — | 110.2K | 593.3K | 0.00% | ↗ |
| 77 | 2006 | Robert E. Sigler Vice President, Chief Financial Officer, Secretary and Treasurer | 277.1K | 100.0K | — | — | 188.4K | 1.7K | 567.1K | 0.00% | ↗ |
| 78 | 2005 | Donald B. Cochran President and Chief Executive Officer | 304.2K | 288.5K | — | 55.0K | — | 141.2K | 592.8K | 9.28% | ↗ |
| 79 | 2005 | Robert E. Sigler Vice President, Chief Financial Officer, Secretary and Treasurer | 263.9K | 252.7K | — | 55.0K | — | 103.6K | 516.6K | 10.65% | ↗ |
| 80 | 2005 | Leo Blumenauer Vice President of Business Development | 245.5K | 216.6K | — | 55.0K | — | 89.7K | 462.1K | 11.90% | ↗ |
| 81 | 2004 | Donald B. Cochran President and Chief Executive Officer | 252.4K | 187.6K | — | — | — | 6.5K | 440.0K | 0.00% | ↗ |
| 82 | 2004 | Robert E. Sigler Vice President, Chief Financial Officer, Secretary and Treasurer | 214.3K | 157.8K | — | — | — | 6.2K | 372.1K | 0.00% | ↗ |
| 83 | 2004 | Leo Blumenauer Vice President of Business Development | 199.3K | 146.7K | — | — | — | 1.7K | 346.0K | 0.00% | ↗ |
| 84 | 2003 | Donald B. Cochran President and Chief Executive Officer | 217.3K | 49.5K | — | — | — | — | 266.9K | 0.00% | ↗ |
| 85 | 2003 | Robert E. Sigler Vice President, Chief Financial Officer, Secretary and Treasurer | 181.1K | 41.6K | — | — | — | — | 222.7K | 0.00% | ↗ |
| 86 | 2003 | Leo Blumenauer Vice President of Business Development | 174.4K | 38.7K | — | — | — | — | 213.1K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Tim Phillips | Chief Executive Officer, President & Director | 1M | male |
| Jude Marcus Beres | Chief Financial Officer & Treasurer | 758.4K | male |
| Steven A. Fitzpatrick | Vice President of Finance & Investor Relations and Secretary | — | male |
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Community Opinion for ULH
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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