| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | ULH | Common Stock, no par value | Gift | $0 | -3.01M | -87.81% | $0.00 | 418K | Dec 15, 2020 | By Manuel J. Moroun Revocable Trust | F1 |
| transaction | ULH | Common Stock, no par value | Gift | $0 | -81.1K | -100% | $0.00* | 0 | May 3, 2021 | By Nora M. Moroun Annuity Trust | F2 |
| transaction | ULH | Common Stock, no par value | Sale | -$8.77M | -418K | -100% | $21.00 | 0 | Jun 18, 2021 | By Manuel J. Moroun Revocable Trust | F3 |
| transaction | ULH | Common Stock, no par value | Purchase | $8.77M | +418K | +115.12% | $21.00 | 781K | Jun 18, 2021 | By 2020 Nora Moroun Trust | F3, F4 |
| holding | ULH | Common Stock, no par value | 14.3M | Dec 15, 2020 | Direct | ||||||
| holding | ULH | Common Stock, no par value | 286K | Dec 15, 2020 | By spouse | F5 | |||||
| holding | ULH | Common Stock, no par value | 762K | Dec 15, 2020 | By 2020 Lindsay Moroun Trust | F4, F6 | |||||
| holding | ULH | Common Stock, no par value | 237K | Dec 15, 2020 | By Redoubtable, LLC | F4 |
| Id | Content |
|---|---|
| F1 | On December 15, 2020, 3,009,800 shares of ULH common stock were distributed by the Manuel J. Moroun Revocable Trust Under Agreement, dated March 24, 1977 (the "MJM Trust") to a beneficiary of the MJM Trust, Nora M. Moroun. The Reporting Person is the trustee of the MJM 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. |
| F2 | On May 3, 2021, the remaining 81,079 shares formerly held by the Nora M. Moroun 2019 Annuity Trust dated April 25, 2019 were distributed to Nora M. Moroun, individually, pursuant to the terms of the trust. |
| F3 | On June 18, 2021, the MJM Trust sold 447,400 shares of ULH common stock to the 2020 Irrevocable Nora M. Moroun Trust dated November 20, 2020 (the "2020 Nora Moroun Trust") in a private transaction. The Reporting Person is the trustee of the MJM Trust and the 2020 Nora Moroun Trust. The Reporting Person disclaims beneficial ownership of the securities held by the 2020 Nora Moroun Trust 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. |
| F4 | On December 22, 2020, the 2020 Nora Moroun Trust and the 2020 Irrevocable Lindsay Moroun Trust dated November 20, 2020 (the "2020 Lindsay Moroun Trust") contributed 84,509 shares and 152,408 shares, respectively, of ULH common stock to Redoubtable, LLC, a Michigan limited liability company. The Reporting Person is the trustee of the 2020 Nora Moroun Trust and the 2020 Lindsay Moroun Trust and is the manager of Redoubtable, LLC. The Reporting Person disclaims beneficial ownership of the securities held by Redoubtable, LLC 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. |
| F5 | 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. |
| F6 | The Reporting Person is the trustee of the 2020 Lindsay Moroun Trust. 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. |