8-K current report · filed Apr 8, 2026

UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH) 8-K Current Report: April 8, 2026

Item 5.02Item 7.01Item EX-99.1ULH overview

Short answer

UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH) filed an 8-K current report with the SEC on April 8, 2026 reporting Item 5.02 (Departure/Election of Directors or Officers), Item 7.01 (Regulation FD Disclosure), Item EX-99.1 (Exhibit EX-99.1). CFO Jude Beres resigns effective May 29, 2026, citing outside opportunities; no disagreement with Universal Logistics.

UNIVERSAL LOGISTICS HOLDINGS, INC. 8-K event analysis

AI summary of each reported item and its exhibits

Item 5.02 · Departure/Election of Directors or Officers

  • CFO Jude Beres resigns effective May 29, 2026, citing outside opportunities; no disagreement with Universal Logistics
  • Michael Rogers appointed CFO and Treasurer effective June 1, 2026, pending Board ratification
  • Rogers’ base salary $425,100, increasing to $500,000 in June 2027 subject to continued employment
  • 2026 compensation includes minimum $300,000 cash bonus and approximately $127,500 restricted stock award
  • Leadership transition carries execution risk while employment, severance, and equity agreements remain unfinished

Item 7.01 · Regulation FD Disclosure

  • Press release announces Mr. Beres’ resignation from Universal Logistics Holdings
  • Mr. Rogers appointed to succeed Mr. Beres
  • Leadership transition details furnished in Exhibit 99.1, with potential implications for strategy and execution continuity

Item EX-99.1 · Exhibit EX-99.1

  • Michael Rogers appointed CFO and Treasurer effective June 1, 2026
  • Incumbent Jude M. Beres resigns May 29, 2026 to pursue opportunities outside transportation and logistics
  • Beres expected to support transition, limiting near-term disruption risk
  • Rogers brings approximately 30 years of Ford finance leadership and current CFO experience at private companies

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