信托之家，护航家族财富传承
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chinatrust.cn|信托之家
信托之家，护航家族财富传承
| 公司 | Universal Logistics Holdings ULH 美股 |
|---|---|
| 持有人 | Moroun 家族（底特律运输世家；Manuel 'Matty' Moroun 遗族） 控股家族遗族 |
| 受托人 | Matthew T. Moroun（各信托受托人；Redoubtable LLC 经理） |
| 信托名称 / 架构 | 2020 Nora Moroun Trust、2020 Lindsay Moroun Trust（2020 年设立）等 |
| 信托设立辖区 | — |
| 披露比例 | 61.1% |
| 披露时点 | 2021-06-24 |
| 来源等级 | A |
| 来源原文 | SEC Schedule 13D/A（2021-06-24） |
| 申报日 | 类型 | 比例(见原文) | 信托表述（摘录） | 来源 |
|---|---|---|---|---|
| 2006-02-01 | SC 13G | 8.53% | 原文 | |
| 2006-02-13 | SC 13G | 62.18% | Moroun as trustee of the Manuel J | 原文 |
| 2006-02-13 | SC 13G | 62.18% | Moroun as trustee of the Manuel J | 原文 |
| 2006-11-13 | SC 13G | 49%、11.264%、10.927% | , has the sole power to vote or direct the voting of the shares owned directly by the Fidelity Funds, which power resides with the Funds' Boards of Trustees | 原文 |
| 2007-01-25 | SC 13G/A | 9.59% | 原文 | |
| 2007-02-14 | SC 13G/A | 49%、14.999% | , has the sole power to vote or direct the voting of the shares owned directly by the Fidelity Funds, which power resides with the Funds' Boards of Trustees | 原文 |
| 2007-03-07 | SC 13G/A | 10.97% | 原文 | |
| 2008-02-01 | SC 13G/A | 12.43% | 原文 | |
| 2008-02-14 | SC 13G/A | 49%、15%、6.735% | LC, has the sole power to vote or direct the voting of the shares owned directly by the Fidelity Funds, which power resides with the Funds' Boards of Trustees | 原文 |
| 2009-01-30 | SC 13G/A | 11.66% | 原文 | |
| 2009-02-17 | SC 13G/A | 49%、11.906%、7.409% | LC, has the sole power to vote or direct the voting of the shares owned directly by the Fidelity Funds, which power resides with the Funds' Boards of Trustees | 原文 |
| 2010-01-26 | SC 13G/A | 12.29% | 原文 | |
| 2010-02-16 | SC 13G/A | 49%、9.655%、5.379% | LC, has the sole power to vote or direct the voting of the shares owned directly by the Fidelity Funds, which power resides with the Funds' Boards of Trustees | 原文 |
| 2011-01-26 | SC 13G/A | 11.23% | 原文 | |
| 2011-02-14 | SC 13G/A | 49%、7.124% | LC, has the sole power to vote or direct the voting of the shares owned directly by the Fidelity Funds, which power resides with the Funds' Boards of Trustees | 原文 |
| 2012-01-24 | SC 13G/A | 9.2% | 原文 | |
| 2012-02-10 | SC 13G | 5% | accordingly, in each instance only the client or the client's custodian or trustee bank has the right to receive dividends paid with respect to, and proceeds from… | 原文 |
| 2012-02-14 | SC 13G/A | 49%、7.418%、7.416% | LC, has the sole power to vote or direct the voting of the shares owned directly by the Fidelity Funds, which power resides with the Funds' Boards of Trustees | 原文 |
| 2012-09-17 | SC 13D | 81.8% | Moroun, as Trustee of the MJ Moroun 2012 Annuity Trust, dated April 30, 2012 (2) Check the appropriate box if a member of a group (see instructions) (a) (b) (3) SEC us… | 原文 |
| 2012-12-10 | SC 13G/A | 49%、1.261% | LC, has the sole power to vote or direct the voting of the shares owned directly by the Fidelity Funds, which power resides with the Funds' Boards of Trustees | 原文 |
| 2013-01-30 | SC 13G/A | 4.21% | 原文 | |
| 2013-02-12 | SC 13G/A | 5%、2.9% | accordingly, in each instance only the client or the client's custodian or trustee bank has the right to receive dividends paid with respect to, and proceeds from… | 原文 |
| 2013-07-22 | SC 13D/A | 81.7% | Moroun, as Trustee of the MJ Moroun 2012 Annuity Trust, dated April 30, 2012 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS): (a) (b) 3 SEC USE O… | 原文 |
| 2013-10-01 | SC 13D/A | 77.9% | Moroun, as Trustee of the MJ Moroun 2012 Annuity Trust, dated April 30, 2012 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS): (a) (b) 3 SEC USE O… | 原文 |
| 2014-05-21 | SC 13D/A | 71.5%、5% | Moroun, as Trustee of the MJ Moroun 2012 Annuity Trust, dated April 30, 2012 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS): (a) (b) 3 SEC USE O… | 原文 |
| 2016-02-12 | SC 13G | 49%、7.542%、5.883%、5% | ed by Fidelity Management & Research Company ("FMR Co"), a wholly owned subsidiary of FMR LLC, which power resides with the Fidelity Funds' Boards o… | 原文 |
| 2016-02-12 | SC 13G | 5.9%、5% | accordingly, in each instance only the client or the client's custodian or trustee bank has the right to receive dividends paid with respect to, and proceeds from… | 原文 |
| 2017-02-07 | SC 13G/A | 7.1%、5.3%、5% | accordingly, in each instance only the client or the client's custodian or trustee bank has the right to receive dividends paid with respect to, and proceeds from… | 原文 |
| 2017-02-14 | SC 13G/A | 49%、7.213%、6.187%、5% | ed by Fidelity Management & Research Company ("FMR Co"), a wholly owned subsidiary of FMR LLC, which power resides with the Fidelity Funds' Boards o… | 原文 |
| 2018-02-13 | SC 13G/A | 49%、6.205%、5.141%、5% | ed by Fidelity Management & Research Company ("FMR Co"), a wholly owned subsidiary of FMR LLC, which power resides with the Fidelity Funds' Boards o… | 原文 |
| 2018-02-14 | SC 13G/A | 6.8%、5% | accordingly, in each instance only the client or the client's custodian or trustee bank has the right to receive dividends paid with respect to, and proceeds from… | 原文 |
| 2019-02-13 | SC 13G/A | 49% | 原文 | |
| 2019-02-14 | SC 13G/A | 5.5%、5%、3.9% | accordingly, in each instance only the client or the client's custodian or trustee bank has the right to receive dividends paid with respect to, and proceeds from… | 原文 |
| 2020-02-14 | SC 13G/A | 5%、3.7% | accordingly, in each instance only the client or the client's custodian or trustee bank has the right to receive dividends paid with respect to, and proceeds from… | 原文 |
| 2020-02-14 | SC 13D/A | 71.3% | Moroun, as Trustee of the Nora M | 原文 |
| 2020-11-30 | SC 13D/A | 65.2%、12.7%、7.1%、5% | Moroun 2019 Annuity Trust, dated April 25, 2019 | 原文 |
| 2020-12-15 | SC 13D/A | 72.3%、65.2%、12.7%、7.1%、5% | Moroun Revocable Trust U/A, dated March 24, 1977, as amended and restated on December 22, 2004 | 原文 |
| 2020-12-29 | SC 13D/A | 72.3%、61.1%、11.2%、5%、1.6% | Moroun Revocable Trust U/A, dated March 24, 1977, as amended and restated on December 22, 2004 | 原文 |
| 2021-06-24 | SC 13D/A | 61.1%、60.8%、11.5%、11.2% | Moroun serves as trustee of each of these two trusts and as Manager of Redoubtable | 原文 |
| 2022-01-18 | SC 13D/A | 72.3%、60.8%、14.4%、11.5%、5%、2.9% | Moroun serves as trustee of each of these two trusts and as Manager of Redoubtable | 原文 |
| 2023-02-09 | SC 13G | 49%、6.498%、5% | 原文 | |
| 2023-05-16 | SC 13D/A | 74.1%、14.7% | Moroun serves as trustee of each of these three trusts and as Manager of Redoubtable | 原文 |
| 2023-08-03 | SC 13D/A | 74.1%、72.1%、45.1%、14.7%、12.2%、2.9% | Moroun Trust dated November 24, 2020 ( 2020 Lindsay Moroun Trust ) | 原文 |
| 2024-02-09 | SC 13G/A | 49%、8.714%、5.144%、5% | 原文 |
