undamentalytics Newsletter

Universal Logistics Holdings, Inc. insider trading

Every open-market purchase and sale by Universal Logistics Holdings, Inc.'s officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

No open-market insider trades reported in the last five years.

Does following Universal Logistics Holdings, Inc.’s insiders pay?

From May 25, 2011 to August 3, 2023, 6 insiders reported 8 open-market purchases and 10 sales not made under a pre-set plan in Universal Logistics Holdings, Inc. Twelve months after each purchase was reported, the shares were +17.4% against the S&P 500 on average (median +9.2%), over 8 purchases with a full year of prices; 63% beat the index. After sales, the shares moved −5.2% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on May 26, 2011 into $45,377 by November 2, 2026, +10.3% a year. It held shares 26% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $16,781 (+3.4% a year), and held throughout $74,608 (+13.9%).

$0$25.0k$50.0k$75.0k 20112013201520172019202120232025 $74.6k$45.4k$16.8k
Copying Universal Logistics Holdings, Inc.'s insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Universal Logistics Holdings, Inc.'s insiders from May 26, 2011, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 26% of the time.
Universal Logistics Holdings, Inc.: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Moroun Matthew T Director 4 +24.3% (4) 75% 2 +14.6% (2) August 3, 2023
Wolfe H.E. Chief Executive Officer 0 — — 5 −21.4% (5) August 8, 2018
Rogers Jeff Chief Executive Officer 1 −3.7% (1) 0% 2 −44.2% (2) August 8, 2018
Urban Richard P Director 2 +16.0% (2) 50% 0 — March 11, 2022
Moroun Nora M. 10% owner 0 — — 1 +114.1% (1) January 18, 2022
Sullivan Daniel C Director 1 +13.8% (1) 100% 0 — February 28, 2013

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded Universal Logistics Holdings, Inc.

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Universal Logistics Holdings, Inc. in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 1 buying crowd with six months of prices, it averaged +78.7% against the index. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
March 31, 20222 buying+50.5%+78.7%+52.6%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Total returns from the month end; past patterns are not a forecast.

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