---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-251665"
form_type: "8-K"
ticker: "ULH"
cik: "0001308208"
company_name: "UNIVERSAL LOGISTICS HOLDINGS, INC."
filed_at: "2025-10-27T23:59:59+00:00"
generated_at: "2026-05-17T02:09:04.932096+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Universal Logistics subsidiary issues $195.9M senior secured note at 6.84%, due Nov 2034, backed by Ford lease

## Summary
- UDOT CTL-Funding issued $195.9M senior secured promissory note at 6.84% fixed rate, maturing Nov 15, 2034.
- Note secured by subleasehold interest in property subleased to Ford Motor Company (investment-grade credit tenant).
- Debt service funded by Ford's rent payments; Universal provides limited guaranty for certain shortfall and indemnity obligations.
- Proceeds used for credit tenant lease financing; note is non-recourse except for carve-outs and environmental indemnity.
- Director Marcus D. Hudson appointed to audit committee, effective Oct 22, 2025; qualifies as independent and financial expert.

## SEC filing metadata
- accession: 0001193125-25-251665
- form_type: 8-K
- ticker: ULH
- cik: 0001308208
- company_name: UNIVERSAL LOGISTICS HOLDINGS, INC.
- filed_at: 2025-10-27T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 1.01, 2.03, 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1308208/000119312525251665/0001193125-25-251665-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1308208/000119312525251665/ulh-20251022.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-251665
- JSON: https://secwatch.observer/filing/0001193125-25-251665.json
- Plain text: https://secwatch.observer/filing/0001193125-25-251665.txt

## Key facts
- Debt Financings
  UNIVERSAL LOGISTICS HOLDINGS, INC. incurred guarantee with Wilmington Trust, National Association.
  - Instrument: guarantee
  - Counterparty: Wilmington Trust, National Association
  - Event: incurrence
  source text: Specifically, the Borrower issued a senior secured promissory note (the “Note”) in the principal amount of approximately $195.9 million to Wilmington Trust, National Association, as trustee of the Ford (Stanton, TN) Lease-Backed Pass-Through Trust (the “Trustee”), under a note purchase agreement dated October 22, 2025 (the “NPA”).
  evidence_url: https://www.sec.gov/Archives/edgar/data/1308208/000119312525251665/0001193125-25-251665-index.htm
- Debt Financings
  UNIVERSAL LOGISTICS HOLDINGS, INC. incurred senior notes of approximately $195.9 million with Wilmington Trust, National Association at 6.84% per annum maturing November 15, 2034.
  - Instrument: senior notes
  - Principal: approximately $195.9 million
  - Counterparty: Wilmington Trust, National Association
  - Rate: 6.84% per annum
  - Maturity: November 15, 2034
  - Event: incurrence
  source text: the Borrower issued a senior secured promissory note (the “Note”) in the principal amount of approximately $195.9 million to Wilmington Trust, National Association, as trustee of the Ford (Stanton, TN) Lease-Backed Pass-Through Trust (the “Trustee”), under a note purchase agreement dated October 22, 2025 (the “NPA”). The Note bears interest at a fixed rate of 6.84% per annum and requires monthly payments of principal and interest, with the full balance due at maturity on November 15, 2034.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1308208/000119312525251665/0001193125-25-251665-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.
