---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-410681"
form_type: "8-K"
ticker: "ULH"
cik: "0001308208"
company_name: "UNIVERSAL LOGISTICS HOLDINGS, INC."
filed_at: "2026-10-01T20:15:33+00:00"
generated_at: "2026-10-12T14:23:30.086372+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.4
calibrated_materiality_score: 0.4
confidence: "high"
source: SEC EDGAR
---

# Universal Logistics amends KeyBank credit facility: maturity extended to Sept 2029, revolver cut to $350M from $500M

## Summary
- Fourth Amendment dated September 29, 2026 extends the revolver maturity from September 30, 2027 to September 30, 2029 under the Credit and Security Agreement with KeyBank as administrative agent.
- Aggregate revolving commitments cut to $350.0 million from $500.0 million; accordion feature now allows up to $150.0 million of additional commitments from participating lenders.
- Amendment revises leverage-based pricing grids for interest-rate margins on borrowings and commitment fees on unused revolving commitments.
- Credit Agreement continues to require compliance with specified leverage and fixed charge coverage ratios, plus customary affirmative, negative covenants and events of default.
- Borrowers include Universal Management Services and units such as Westport Axle, LINC Logistics and Roadrunner Intermodal; KeyBank, U.S. Bank, Huntington and Fifth Third are lenders.

## SEC filing metadata
- accession: 0001193125-26-410681
- form_type: 8-K
- ticker: ULH
- cik: 0001308208
- company_name: UNIVERSAL LOGISTICS HOLDINGS, INC.
- filed_at: 2026-10-01T20:15:33+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.4
- calibrated_materiality_score: 0.4
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1308208/000119312526410681/0001193125-26-410681-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1308208/000119312526410681/ulh-20260929.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-410681
- JSON: https://secwatch.observer/filing/0001193125-26-410681.json
- Plain text: https://secwatch.observer/filing/0001193125-26-410681.txt

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