ULH's three largest insider shareholders as of April 28, 2026 are Matthew T Moroun (Director, 15.07Mn shares), Matthew T Moroun (Director, 3.87Mn shares), Timothy Phillips (Chief Executive Officer, 104.49K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Matthew T Moroun | - | 0 | 15,066,015 | 25 Sep, 2023 |
| Matthew T Moroun | - | 0 | 3,871,527 | 18 Jan, 2022 |
| Timothy Phillips | Chief Executive Officer | 104,491 | 0 | 06 Feb, 2026 |
| Jude Marcus Beres | Chief Financial Officer | 43,585 | 0 | 06 Feb, 2026 |
| Richard P Urban | - | 12,013 | 0 | 07 May, 2025 |
| H.E. Wolfe | Chief Executive Officer | 10,000 | 0 | 14 Aug, 2023 |
| Matthew T Moroun | - | 998 | 2,235 | 07 May, 2025 |
| Matthew J. Moroun | - | 2,235 | 0 | 07 May, 2025 |
| Grant Edward Belanger | - | 1,686 | 0 | 07 May, 2025 |
| Michael A. Regan | - | 970 | 0 | 07 May, 2025 |
| Frederick P Calderone | - | 590 | 0 | 10 May, 2023 |
| Marcus D. Hudson | - | 324 | 0 | 10 May, 2023 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 04 Feb, 2026 | Timothy Phillips | Common Stock, no par value | A | 7,215 | $18.92 | 104,491 | D | A |
| 04 Feb, 2026 | Jude Marcus Beres | Common Stock, no par value | A | 7,400 | $18.92 | 43,585 | D | A |
| 05 May, 2025 | Matthew T Moroun | Common Stock, no par value | A | 667 | $22.47 | 998 | D | A |
| 05 May, 2025 | Richard P Urban | Common Stock, no par value | A | 445 | $22.47 | 12,013 | D | A |
| 05 May, 2025 | Grant Edward Belanger | Common Stock, no par value | A | 667 | $22.47 | 1,686 | D | A |
| 05 May, 2025 | Michael A. Regan | Common Stock, no par value | A | 356 | $22.47 | 970 | D | A |
| 05 May, 2025 | Matthew J. Moroun | Common Stock, no par value | A | 667 | $22.47 | 2,235 | D | A |
| 05 May, 2025 | Matthew T Moroun | Common Stock, no par value | A | 667 | $22.47 | 2,235 | I | A |
| 10 Feb, 2025 | Timothy Phillips | Common Stock, no par value | A | 5,887 | $29.73 | 97,276 | D | A |
| 10 Feb, 2025 | Jude Marcus Beres | Common Stock, no par value | A | 7,521 | $29.73 | 36,185 | D | A |
| 06 May, 2024 | Matthew J. Moroun | Common Stock, no par value | A | 331 | $45.22 | 1,568 | D | A |
| 06 May, 2024 | Michael A. Regan | Common Stock, no par value | A | 221 | $45.22 | 614 | D | A |
| 06 May, 2024 | Grant Edward Belanger | Common Stock, no par value | A | 331 | $45.22 | 1,019 | D | A |
| 06 May, 2024 | Matthew T Moroun | Common Stock, no par value | A | 331 | $45.22 | 331 | D | A |
| 06 May, 2024 | Richard P Urban | Common Stock, no par value | A | 331 | $45.22 | 11,568 | D | A |
| 06 May, 2024 | Matthew T Moroun | Common Stock, no par value | A | 331 | $45.22 | 1,568 | I | A |
| 14 Feb, 2024 | Jude Marcus Beres | Common Stock, no par value | A | 5,223 | $31.96 | 28,664 | D | A |
| 14 Feb, 2024 | Timothy Phillips | Common Stock, no par value | A | 5,160 | $31.96 | 91,389 | D | A |
| 01 Aug, 2023 | Matthew T Moroun | Common Stock, no par value | D | 11,103,973 | $25.60 | 3,200,000 | D | S |
| 01 Aug, 2023 | Matthew T Moroun | Common Stock, no par value | A | 11,103,973 | $25.60 | 11,866,015 | I | P |