| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| US XPRESS ENTERPRISES INC | Trustee & Managing GP, 10%+ Owner | Class A Common Stock | 2,013,914 | $12,385,571 | $6.15 | 22 Mar 2023 | Trustee |
| US XPRESS ENTERPRISES INC | Trustee & Managing GP, 10%+ Owner | Class A Common Stock | 150,005 | $922,531 | $6.15 | 02 Jun 2021 | Managing General Partner |
| US XPRESS ENTERPRISES INC | Trustee & Managing GP, 10%+ Owner | Class A Common Stock | 85,919 | $528,402 | $6.15 | 22 Nov 2021 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| /report/000156761921021155-pate-lisa-m-2021-11-22 | US XPRESS ENTERPRISES INC | 22 Nov 2021 | 1 | -$180,000 | 4 | Trustee & Managing GP, 10%+ Owner | 24 Nov 2021, 15:02 |
| /report/000100888623000033-pate-lisa-m-2021-06-02 | US XPRESS ENTERPRISES INC | 02 Jun 2021 | 3 | -$2,027,370 | 4 | Trustee & Managing GP, 10%+ Owner | 24 Mar 2023, 16:44 |
| /report/000156761921011711-pate-lisa-m-2021-06-02 | US XPRESS ENTERPRISES INC | 02 Jun 2021 | 1 | -$120,000 | 4 | Trustee & Managing GP, 10%+ Owner | 04 Jun 2021, 16:18 |