Comparable stake leader
Lisa M. Pate
SEC ownership of US XPRESS ENTERPRISES INC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000923571.
Disclosed value leader
Lisa M. Pate
Comparable rows
0/7
Latest evidence
22 Feb 2023
- Parsed ownership sources
-
3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Lisa M. Pate
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
22 Feb 2023
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0000923571
- Issuer location
- Chattanooga, TN
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of US XPRESS ENTERPRISES INC (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Lisa M. Pate
Disclosed value leader
Lisa M. Pate
Comparable rows
0/7
Latest evidence
22 Feb 2023
3/4/5
Highest disclosed value: $13,836,504
7 rows are not safely comparable across share classes.
Quick read
Lisa M. Pate has the largest disclosed position value at $13.84M.
0 of 7 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Lisa M. Pate's linked filing trail.
Disclosed position value
Top 5
Lisa M. Pate
$13.84M
Cameron D. Ramsdell
$884.2K
Jacob Lawson
$765.7K
Joel Gard
$635.1K
Bryan A. Johnson
$543.4K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-7 of 7 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Lisa M. Pate |
3/4/5
Trustee & Managing GP, 10%+ Owner
|
—
class O/S missing
|
$13,836,504
2,249,838 shares
|
— | 22 Nov 2021 |
| Cameron D. Ramsdell |
3/4/5
Pres., Variant & OTR Ops.
|
—
mixed-class rows
|
$884,192
243,771 shares
mixed-class rows
|
— | 01 Jun 2021 |
| Jacob Lawson |
3/4/5
Chief Commercial Officer
|
—
mixed-class rows
|
$765,743
162,011 shares
mixed-class rows
|
— | 15 Mar 2022 |
| Joel Gard |
3/4/5
Pres. of Xpress Technologies
|
—
class O/S missing
|
$635,055
103,261 shares
|
— | 15 Mar 2022 |
| Bryan A. Johnson |
3/4/5
Chief Transformation Officer
|
—
class O/S missing
|
$543,359
88,351 shares
|
— | 22 Feb 2023 |
| Danna K. Bailey |
3/4/5
Chief Brand Officer
|
—
class O/S missing
|
$390,999
63,577 shares
|
— | 15 Mar 2022 |
| Brandon Danneffel |
3/4/5
President, Dedicated
|
—
mixed-class rows
|
$123,474
26,327 shares
mixed-class rows
|
— | 25 Aug 2022 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 13 Sep 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 20 reporting-owner rows connected to US XPRESS ENTERPRISES INC. Open a relationship link for the CIK-to-CIK filing trail.
Rows
20
Largest Forms 3/4/5 holder
Lisa M. Pate
Net 12M change
$0
Latest report
01 Jul 2023
Recent insider transactions for US XPRESS ENTERPRISES INC
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||
* marks a reported price that did not pass the local price check.