# EDGAR Filing Document

**Accession Number:** 0001378972
**File Stem:** 0001008886-23-000032
**Filing Date:** 2023-3
**Character Count:** 32589
**Document Hash:** 05d28894e335b88f583caea0e5a97291
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001008886-23-000032.hdr.sgml**: 20230324

**ACCESSION NUMBER**: 0001008886-23-000032

**CONFORMED SUBMISSION TYPE**: SC 13G

**PUBLIC DOCUMENT COUNT**: 4

**FILED AS OF DATE**: 20230324

**DATE AS OF CHANGE**: 20230324

**GROUP MEMBERS**: ANNA MARIE QUINN 2012 IRREVOCABLE TRUST FBO LISA M. PATE

**GROUP MEMBERS**: LISA M. PATE

**SUBJECT COMPANY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** US XPRESS ENTERPRISES INC
- **CENTRAL INDEX KEY:** 0000923571
- **STANDARD INDUSTRIAL CLASSIFICATION:** TRUCKING (NO LOCAL) [4213]
- **IRS NUMBER:** 621378182
- **STATE OF INCORPORATION:** NV
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** SC 13G
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 005-44771
- **FILM NUMBER:** 23760401

**BUSINESS ADDRESS:**
- **STREET 1:** 4080 JENKINS ROAD
- **CITY:** CHATTANOOGA
- **STATE:** TN
- **ZIP:** 37421
- **BUSINESS PHONE:** 4235103000

**MAIL ADDRESS:**
- **STREET 1:** 4080 JENKINS ROAD
- **CITY:** CHATTANOOGA
- **STATE:** TN
- **ZIP:** 37421
**FILED BY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Pate Lisa M
- **CENTRAL INDEX KEY:** 0001378972

**FILING VALUES:**
- **FORM TYPE:** SC 13G

**MAIL ADDRESS:**
- **STREET 1:** 4080 JENKINS ROAD
- **CITY:** CHATTANOOGA
- **STATE:** TN
- **ZIP:** 37421

------

#### SECURITIES AND EXCHANGE COMMISSION

#### WASHINGTON, D.C. 20549

#### SCHEDULE 13G

#### Under the Securities Exchange Act of 1934

#### (Amendment No. ___)\*

### U.S. XPRESS ENTERPRISES, INC.

#### __________________________________________________________________________________
*(Name of Issuer*)

#### CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE

#### __________________________________________________________________________________
*(Title of Class of Securities)*

#### 90338N202

#### __________________________________________________________________________________
*(CUSIP Number)*

#### March 23, 2023

#### __________________________________________________________________________________
*(Date of Event Which Requires Filing of this Statement)*

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

[ ] Rule 13d-1(b)

[X] Rule 13d-1(c)

[ ] Rule 13d-1(d)

<sup>\*</sup> The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

------

CUSIP NO.: 90338N202

---

| | | | |
|:---|:---|:---|:---|
| 1. | Names of Reporting Persons<br>Lisa M. Pate | Names of Reporting Persons<br>Lisa M. Pate | Names of Reporting Persons<br>Lisa M. Pate |
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br> (a) [ ]<br> (b) [ ] | Check the Appropriate Box if a Member of a Group (See Instructions)<br> (a) [ ]<br> (b) [ ] | Check the Appropriate Box if a Member of a Group (See Instructions)<br> (a) [ ]<br> (b) [ ] |
| 3. | SEC USE ONLY | SEC USE ONLY | SEC USE ONLY |
| 4. | Citizenship or Place of Organization<br>United States of America | Citizenship or Place of Organization<br>United States of America | Citizenship or Place of Organization<br>United States of America |
| **Number of**<br> **Shares Beneficially**<br> **Owned by Each**<br> **Reporting**<br> **Person with** | **Number of**<br> **Shares Beneficially**<br> **Owned by Each**<br> **Reporting**<br> **Person with** | 5. | &nbsp;&nbsp;&nbsp; Sole Voting Power<br> 2,569,832<sup>(1)</sup><br>|
| **Number of**<br> **Shares Beneficially**<br> **Owned by Each**<br> **Reporting**<br> **Person with** | **Number of**<br> **Shares Beneficially**<br> **Owned by Each**<br> **Reporting**<br> **Person with** | 6. | &nbsp;&nbsp;&nbsp; Shared Voting Power<br> 0<br>|
| **Number of**<br> **Shares Beneficially**<br> **Owned by Each**<br> **Reporting**<br> **Person with** | **Number of**<br> **Shares Beneficially**<br> **Owned by Each**<br> **Reporting**<br> **Person with** | 7. | &nbsp;&nbsp;&nbsp; Sole Dispositive Power<br> 2,569,832<sup>(1)</sup><br>|
| **Number of**<br> **Shares Beneficially**<br> **Owned by Each**<br> **Reporting**<br> **Person with** | **Number of**<br> **Shares Beneficially**<br> **Owned by Each**<br> **Reporting**<br> **Person with** | 8. | &nbsp;&nbsp;&nbsp; Shared Dispositive Power<br> 0<br>|
| 9. | &nbsp;&nbsp;&nbsp; Aggregate Amount Beneficially Owned by Each Reporting Person<br> 2,569,832<sup>(1)</sup> | &nbsp;&nbsp;&nbsp; Aggregate Amount Beneficially Owned by Each Reporting Person<br> 2,569,832<sup>(1)</sup> | &nbsp;&nbsp;&nbsp; Aggregate Amount Beneficially Owned by Each Reporting Person<br> 2,569,832<sup>(1)</sup> |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions)<br> [&nbsp;&nbsp;&nbsp;&nbsp;] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions)<br> [&nbsp;&nbsp;&nbsp;&nbsp;] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions)<br> [&nbsp;&nbsp;&nbsp;&nbsp;] |
| 11. | &nbsp;&nbsp;&nbsp; Percent of Class Represented by Amount in Row (9)<br> 6.6%<sup>(2)</sup> | &nbsp;&nbsp;&nbsp; Percent of Class Represented by Amount in Row (9)<br> 6.6%<sup>(2)</sup> | &nbsp;&nbsp;&nbsp; Percent of Class Represented by Amount in Row (9)<br> 6.6%<sup>(2)</sup> |
| 12. | &nbsp;&nbsp;&nbsp; Type of Reporting Person (See Instructions)<br> IN | &nbsp;&nbsp;&nbsp; Type of Reporting Person (See Instructions)<br> IN | &nbsp;&nbsp;&nbsp; Type of Reporting Person (See Instructions)<br> IN |

---

(1) Includes (i) 405,913 shares of Class A common stock held directly by Ms. Pate, (ii) 2,013,914 shares of Class A common stock held by the Anna Marie Quinn 2012 Irrevocable Trust FBO Lisa
 M. Pate, over which Ms. Pate serves as the sole trustee and has sole voting and dispositive power, and (iii) 150,005 shares of Class A common stock held by Quinn Family Partners, L.P. ("Quinn Family Partners" and together with the Anna
 Marie Quinn 2012 Irrevocable Trust FBO Lisa M. Pate, the "Pate Entities"), over which Ms. Pate serves as the managing general partner and has sole voting and dispositive power.

(2) As reported in the Issuer's Form 10-K filed with the Securities and Exchange Commission on February 28, 2023, there were 36,106,925 shares of Class A common stock as of February 17, 2023.
 Additionally, (i) 300,000 shares of Class B common stock sold by the Anna Marie Quinn 2012 Irrevocable Trust FBO Lisa M. Pate on March 22, 2023 automatically converted to Class A common stock upon sale and (ii) Ms. Pate and the Pate
 Entities voluntarily converted 2,483,913 shares of Class B common stock to an equal number of shares of Class A common stock on March 23, 2023.

------

CUSIP NO.: 90338N202

---

| | | | |
|:---|:---|:---|:---|
| 1. | Names of Reporting Persons<br>Anna Marie Quinn 2012 Irrevocable Trust FBO Lisa M. Pate | Names of Reporting Persons<br>Anna Marie Quinn 2012 Irrevocable Trust FBO Lisa M. Pate | Names of Reporting Persons<br>Anna Marie Quinn 2012 Irrevocable Trust FBO Lisa M. Pate |
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br> (a) [ ]<br> (b) [ ] | Check the Appropriate Box if a Member of a Group (See Instructions)<br> (a) [ ]<br> (b) [ ] | Check the Appropriate Box if a Member of a Group (See Instructions)<br> (a) [ ]<br> (b) [ ] |
| 3. | SEC USE ONLY | SEC USE ONLY | SEC USE ONLY |
| 4. | Citizenship or Place of Organization<br>Tennessee | Citizenship or Place of Organization<br>Tennessee | Citizenship or Place of Organization<br>Tennessee |
| **Number of**<br> **Shares Beneficially**<br> **Owned by Each**<br> **Reporting**<br> **Person with** | **Number of**<br> **Shares Beneficially**<br> **Owned by Each**<br> **Reporting**<br> **Person with** | 5. | &nbsp;&nbsp;&nbsp; Sole Voting Power<br> 2,013,914<sup>(1)</sup><br>|
| **Number of**<br> **Shares Beneficially**<br> **Owned by Each**<br> **Reporting**<br> **Person with** | **Number of**<br> **Shares Beneficially**<br> **Owned by Each**<br> **Reporting**<br> **Person with** | 6. | &nbsp;&nbsp;&nbsp; Shared Voting Power<br> 0<br>|
| **Number of**<br> **Shares Beneficially**<br> **Owned by Each**<br> **Reporting**<br> **Person with** | **Number of**<br> **Shares Beneficially**<br> **Owned by Each**<br> **Reporting**<br> **Person with** | 7. | &nbsp;&nbsp;&nbsp; Sole Dispositive Power<br> 2,013,914<sup>(1)</sup><br>|
| **Number of**<br> **Shares Beneficially**<br> **Owned by Each**<br> **Reporting**<br> **Person with** | **Number of**<br> **Shares Beneficially**<br> **Owned by Each**<br> **Reporting**<br> **Person with** | 8. | &nbsp;&nbsp;&nbsp; Shared Dispositive Power<br> 0<br>|
| 9. | &nbsp;&nbsp;&nbsp; Aggregate Amount Beneficially Owned by Each Reporting Person<br> 2,013,914<sup>(1)</sup> | &nbsp;&nbsp;&nbsp; Aggregate Amount Beneficially Owned by Each Reporting Person<br> 2,013,914<sup>(1)</sup> | &nbsp;&nbsp;&nbsp; Aggregate Amount Beneficially Owned by Each Reporting Person<br> 2,013,914<sup>(1)</sup> |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions)<br> [&nbsp;&nbsp;&nbsp;&nbsp;] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions)<br> [&nbsp;&nbsp;&nbsp;&nbsp;] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions)<br> [&nbsp;&nbsp;&nbsp;&nbsp;] |
| 11. | &nbsp;&nbsp;&nbsp; Percent of Class Represented by Amount in Row (9)<br> 5.2%<sup>(2)</sup> | &nbsp;&nbsp;&nbsp; Percent of Class Represented by Amount in Row (9)<br> 5.2%<sup>(2)</sup> | &nbsp;&nbsp;&nbsp; Percent of Class Represented by Amount in Row (9)<br> 5.2%<sup>(2)</sup> |
| 12. | &nbsp;&nbsp;&nbsp; Type of Reporting Person (See Instructions)<br> OO | &nbsp;&nbsp;&nbsp; Type of Reporting Person (See Instructions)<br> OO | &nbsp;&nbsp;&nbsp; Type of Reporting Person (See Instructions)<br> OO |

---

(1) Shares of Class A common stock held by the Anna Marie Quinn 2012 Irrevocable Trust FBO Lisa M. Pate.

(2) As reported in the Issuer's Form 10-K filed with the Securities and Exchange Commission on February 28, 2023, there were 36,106,925 shares of Class A common stock as of February 17, 2023.
 Additionally, (i) 300,000 shares of Class B common stock sold by the Anna Marie Quinn 2012 Irrevocable Trust FBO Lisa M. Pate on March 22, 2023 automatically converted to Class A common stock upon sale and (ii) Ms. Pate and the Pate
 Entities voluntarily converted 2,483,913 shares of Class B common stock to an equal number of shares of Class A common stock on March 23, 2023.

------

This Schedule 13G is being filed on behalf of Lisa M. Pate and Anna Marie Quinn 2012 Irrevocable Trust FBO Lisa M. Pate (together, the "Reporting Persons") with respect to the Class A common stock of U.S. Xpress Enterprises Inc. (the "Issuer"). Together with Max L. Fuller, Janice Fuller, Fuller Family Enterprises, LLC, FSBSPE 1, LLC, FSBSPE 2, LLC, FSBSPE 3, LLC, William E. Fuller, the Max L. Fuller 2008 Irrevocable Trust FBO William E. Fuller, and the Max Fuller Family Limited Partnership (collectively, the "Fuller Group"), the Ms. Pate and the Pate Entities previously filed a Schedule 13D on July 26, 2018 (along with the subsequent amendments thereto, the "Schedule 13D filings") with respect to the Fuller Group's, Ms. Pate's, and the Pate Entities' ownership of the Class A common stock and Class B common stock of the Issuer.

The Fuller Group, Ms. Pate and the Pate Entities are party to a voting agreement dated June 13, 2018 (the "Voting Agreement"). Under the Voting Agreement, each of Messrs. Eric Fuller and Max Fuller and Mses. Pate and Janice Fuller have granted a successor the right to exercise all of the voting and consent rights of all Class B common stock beneficially owned by him or her upon his or her death or incapacity. Mr. Eric Fuller and Ms. Janice Fuller have each initially designated Mr. Max Fuller as his or her proxy and Mr. Max Fuller and Ms. Pate have each initially designated Mr. Eric Fuller as his or her proxy, in each case, if and for so long as such person remains qualified. To be qualified to serve as a successor, the potential successor must both (i) be active in the management of the Issuer or serving on the Issuer's Board of Directors at the time of and during the period of service as successor and (ii) own (or hold) shares of Class B common stock or be the beneficiary of a trust or other entity that holds Class B common stock on behalf of the potential successor at the time of and during the period of service as a successor. For each of Messrs. Eric Fuller and Max Fuller and Mses. Pate and Janice Fuller, if no successor is qualified at the time of death or incapacity, then there will be no successor under the Voting Agreement. Additionally, during the term of the Voting Agreement, any voting control Ms. Janice Fuller would otherwise have with respect to shares of Class B common stock covered by the Voting Agreement will be exercised by Mr. Max Fuller until his death or incapacity, and then will pass in the order of succession under the Voting Agreement. The Voting Agreement will continue in effect until the earliest of the following: (i) 15 years from the date of the Voting Agreement, (ii) none of Messrs. Eric Fuller and Max Fuller and Mses. Pate and Janice Fuller holds Class B common stock, (iii) at such time as no individual named as a successor is qualified to be a successor and (iv) the Voting Agreement is terminated by all parties to the Voting Agreement.

On March 23, 2023, Ms. Pate and the Pate Entities voluntarily converted all shares of Class B common stock held by them to an equal number of shares of Class A common stock. As only shares of Class B common stock are subject to the Voting Agreement, Ms. Pate and the Pate Entities no longer have any obligations under the Voting Agreement. Accordingly, Ms. Pate and the Pate Entities are no longer members of a Section 13(d) group with the Fuller Group. The Reporting Persons are now filing this Schedule 13G because of a change in investment intent to passive investment intent and because they are no longer members of a Section 13(d) group with the Fuller Group.

---

| | |
|:---|:---|
| **Item 1(a).** | **Name of Issuer** |

---

U.S. Xpress Enterprises, Inc.

---

| | |
|:---|:---|
| **Item 1(b).** | **Address of Issuer's Principal Executive Offices** |

---

4080 Jenkins Road, Chattanooga, Tennessee 37421

---

| | |
|:---|:---|
| **Item 2(a).** | **Name of Person Filing** |

---

This Statement is being filed jointly on behalf of each of the following Reporting Persons: Lisa M. Pate and the Anna Marie Quinn 2012 Irrevocable Trust FBO Lisa M. Pate. The Reporting Persons have entered into a Joint Filing Agreement, a copy of which is filed with this Schedule 13G as Exhibit 99.1, pursuant to which the Reporting Persons have agreed to file this Schedule 13G jointly in accordance with the provisions of Rule 13d-1(k) of the Securities Exchange Act of 1934, as amended.

---

| | |
|:---|:---|
| **Item 2(b).** | **Address of Principal Business Office** |

---

The address of the principal business office of each Reporting Person is 11227 Meadowview Rd., Georgetown, TN 37336.

---

| | |
|:---|:---|
| **Item 2(c).** | **Citizenship** |

---

Ms. Pate is a citizen of the United States of America. Anna Marie Quinn 2012 Irrevocable Trust FBO Lisa M. Pate is a trust established under the laws of the State of Tennessee.

---

| | |
|:---|:---|
| **Item 2(d).** | **Title of Class of Securities** |

---

Class A common stock, par value $0.01 per share

---

| | |
|:---|:---|
| **Item 2(e).** | **CUSIP No.** |

---

90338N202

------

---

| | |
|:---|:---|
| **Item 3.** | **If this statement is filed pursuant to Rules 13d-1(b) or 13d-2(b) or (c), check whether the person filing is a:** |

---

---

| | | |
|:---|:---|:---|
| (a) | [&nbsp;&nbsp;&nbsp;&nbsp;] | Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o); |
| (b) | [&nbsp;&nbsp;&nbsp;&nbsp;] | Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c); |
| (c) | [&nbsp;&nbsp;&nbsp;&nbsp;] | Insurance company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c); |
| (d) | [&nbsp;&nbsp;&nbsp;&nbsp;] | Investment company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8); |
| (e) | [ ] | An investment adviser in accordance with §240.13d-1(b)(1)(ii)(E); |
| (f) | [&nbsp;&nbsp;&nbsp;&nbsp;] | An employee benefit plan or endowment fund in accordance with §240.13d-1(b)(1)(ii)(F); |
| (g) | [&nbsp;&nbsp;&nbsp;&nbsp;] | A parent holding company or control person in accordance with §240.13d-1(b)(1)(ii)(G); |
| (h) | [&nbsp;&nbsp;&nbsp;&nbsp;] | A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); |
| (i) | [&nbsp;&nbsp;&nbsp;&nbsp;] | A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3); |
| (j) | [&nbsp;&nbsp;&nbsp;&nbsp;] | A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J); |
| (k) | [&nbsp;&nbsp;&nbsp;&nbsp;] | Group, in accordance with § 240.13d-1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution: _________. |

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| | |
|:---|:---|
| **Item 4.** | **Ownership** |

---

#### Ms. Pate

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(a) Ms. Pate may be deemed to beneficially own 2,569,832 shares of Class A common stock.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(b) &nbsp;&nbsp;&nbsp;&nbsp; The number of shares that Ms. Pate may be deemed to beneficially own constitutes approximately 6.6% of the Class A common stock outstanding.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(c) Number of shares as to which such person has:

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(i) sole power to vote or to direct the vote: 2,569,832

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(ii) shared power to vote or to direct the vote: 0

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(iii) sole power to dispose or to direct the disposition of: 2,569,832

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(iv) shared power to dispose or to direct the disposition of: 0

#### Anna Marie Quinn 2012 Irrevocable Trust FBO Lisa M. Pate

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(a) The Anna Marie Quinn 2012 Irrevocable Trust FBO Lisa M. Pate may deemed to beneficially own 2,013,914 shares of Class A common stock.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(b) &nbsp;&nbsp;&nbsp;&nbsp; The number of shares that the Anna Marie Quinn 2012 Irrevocable Trust FBO Lisa M. Pate may be deemed to beneficially own constitutes approximately 5.2% of the Class A common stock outstanding.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(c) Number of shares as to which such person has:

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(i) sole power to vote or to direct the vote: 2,013,914

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(ii) shared power to vote or to direct the vote: 0

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(iii) sole power to dispose or to direct the disposition of: 2,013,914

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(iv) shared power to dispose or to direct the disposition of: 0

------

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| | |
|:---|:---|
| **Item 5.** | **Ownership of 5 Percent or Less of a Class.** |

---

If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than 5 percent of the class of securities, check the following [ ].

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| | |
|:---|:---|
| **Item 6.** | **Ownership of More than 5 Percent on Behalf of Another Person.** |

---

Not applicable.

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| | |
|:---|:---|
| **Item 7.** | **Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.** |

---

Not applicable.

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| | |
|:---|:---|
| **Item 8.** | **Identification and Classification of Members of the Group.** |

---

Not applicable.

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| | |
|:---|:---|
| **Item 9.** | **Notice of Dissolution of Group.** |

---

Not applicable.

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| | |
|:---|:---|
| **Item 10.** | **Certification** |

---

Not applicable.

------

#### SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

---

| |
|:---|
| LISA M. PATE, individually |
| /s/ Lisa M. Pate, by Heidi Hornung-Scherr, attorney-in-fact, pursuant to a Power of Attorney filed herewith |
| ANNA MARIE QUINN 2012 IRREVOCABLE TRUST FBO LISA M. PATE, by Lisa M. Pate, as trustee |
| /s/ Lisa M. Pate, by Heidi Hornung-Scherr, attorney-in-fact, pursuant to a Power of Attorney filed herewith |

---

Dated: March 24, 2023

------

**Exhibit Index**<br>

---

| | |
|:---|:---|
| [Exhibit 99.1](exhibit991.htm) | Joint Filing Agreement, dated March 24, 2023, by and between the Reporting Persons. |
| [Exhibit 99.2](exhibit992.htm) | Power of Attorney of Lisa M. Pate |
| [Exhibit 99.3](exhibit993.htm) | Power of Attorney of Anna Marie Quinn 2012 Irrevocable Trust FBO Lisa M. Pate |

---

## Exhibit 99.1

------

**Exhibit 99.1**<br>

JOINT FILING AGREEMENT

In accordance with Rule 13d-1(k) under the Securities Exchange Act of 1934, as amended, the undersigned hereby agree to the joint filing on behalf of each of them of a statement on Schedule 13G (including amendments thereto) with respect to the Class A common stock of U.S. Xpress Enterprises, Inc. and that this Joint Filing Agreement be included as an Exhibit to such joint filing.

IN WITNESS WHEREOF, the undersigned hereby execute this Joint Filing Agreement this 24th day of March 2023.

---

| |
|:---|
| LISA M. PATE, individually |
| /s/ Lisa M. Pate, by Heidi Hornung-Scherr, attorney-in-fact, pursuant to a Power of Attorney filed herewith |
| ANNA MARIE QUINN 2012 IRREVOCABLE TRUST FBO LISA M. PATE, by Lisa M. Pate, as trustee |
| /s/ Lisa M. Pate, by Heidi Hornung-Scherr, attorney-in-fact, pursuant to a Power of Attorney filed herewith |

---

[Back to Schedule 13G](schedule13g.htm)<br>

## Exhibit 99.2

------

**Exhibit 99.2**<br>

POWER OF ATTORNEY

Know all by these presents that the undersigned hereby constitutes and appoints each of Lisa Pate, Leigh Anne Battersby, Jason Grear, Mark A. Scudder, Heidi Hornung-Scherr, Jessica Kortum, and Cody Kofoid, signing singly, the undersigned's true and lawful attorney-in-fact to:

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(1) execute for and on behalf of the undersigned, in the undersigned's capacity as a stockholder of U.S. Xpress Enterprises, Inc. (the "Company"), Schedules 13D and 13G in accordance with Section 13 of the Securities Exchange Act of 1934 and the rules thereunder;

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(2) do and perform any and all acts for and on behalf of the undersigned which may be necessary or desirable to complete and execute any such Schedule 13D or 13G, complete and execute any amendment or amendments thereto, and timely file such form with the United States Securities and Exchange Commission and any stock exchange or similar authority; and

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(3)&nbsp;&nbsp;&nbsp;&nbsp; take any other action of any type whatsoever in connection with the foregoing which, in the opinion of such attorney-in-fact, may be of benefit to, in the best interest of, or legally required by, the undersigned, it being understood that the documents executed by such attorney-in-fact on behalf of the undersigned pursuant to this Power of Attorney shall be in such form and shall contain such terms and conditions as such attorney-in-fact may approve in such attorney-in-fact's sole discretion.

The undersigned hereby grants to each such attorney-in-fact full power and authority to do and perform any and every act and thing whatsoever requisite, necessary, or proper to be done in the exercise of any of the rights and powers herein granted, as fully to all intents and purposes as the undersigned might or could do if personally present, with full power of substitution or revocation, hereby ratifying and confirming all that such attorney-in-fact, or such attorney-in-fact's substitute or substitutes, shall lawfully do or cause to be done by virtue of this power of attorney and the rights and powers herein granted. The undersigned acknowledges that the foregoing attorneys-in-fact, in serving in such capacity at the request of the undersigned, are not assuming, nor is the Company or Scudder Law Firm, P.C., L.L.O. assuming, any of the undersigned's responsibilities to comply with Section 13 of the Securities Exchange Act of 1934.

In consideration of the attorneys-in-fact acting on the undersigned's behalf pursuant to this Power of Attorney, the undersigned hereby agrees to indemnify and hold harmless each attorney-in-fact, each substitute attorney-in-fact, and each of their respective heirs, executors, legal representatives, successors, and assigns from and against the entirety of any and all losses, claims, causes of action, damages, fines, defense costs, amounts paid in settlement, liabilities, and expenses, including reasonable attorneys' fees and expenses (collectively, "Losses"), relating to or arising out of the exercise of this Power of Attorney by any such attorney-in-fact or substitute attorney-in-fact, and will reimburse each such indemnified person for all Losses as they are incurred by such indemnified person in connection with any pending or threatened claim, action, suit, proceeding, or investigation with which such indemnified person is or is threatened to be made a party. The undersigned will not, however, be responsible for any Losses that are finally determined by a court of competent jurisdiction to have resulted solely from an attorney-in-fact's or substitute attorney-in-fact's bad faith or willful misconduct.

This Power of Attorney shall remain in full force and effect until the undersigned is no longer required to file Schedules 13D and 13G with respect to the undersigned's holdings of and transactions in securities issued by the Company, unless earlier revoked by the undersigned in a signed writing delivered to the foregoing attorneys-in-fact.

IN WITNESS WHEREOF, the undersigned has caused this Power of Attorney to be executed as of this 9th day of July 2018.

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| |
|:---|
| /s/ Lisa M. Pate <br>|
| Lisa M. Pate <br>|

---

[Back to Schedule 13G](schedule13g.htm)<br>

## Exhibit 99.3

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**Exhibit 99.3**<br>

POWER OF ATTORNEY

Know all by these presents that the undersigned hereby constitutes and appoints each of Lisa Pate, Leigh Anne Battersby, Jason Grear, Mark A. Scudder, Heidi Hornung-Scherr, Jessica Kortum, and Cody Kofoid, signing singly, the undersigned's true and lawful attorney-in-fact to:

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(1) &nbsp;&nbsp;&nbsp;&nbsp; execute for and on behalf of the undersigned, in the undersigned's capacity as a stockholder of U.S. Xpress Enterprises, Inc. (the "Company"), Schedules 13D and 13G in accordance with Section 13 of the Securities Exchange Act of 1934 and the rules thereunder;

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(2) do and perform any and all acts for and on behalf of the undersigned which may be necessary or desirable to complete and execute any such Schedule 13D or 13G, complete and execute any amendment or amendments thereto, and timely file such form with the United States Securities and Exchange Commission and any stock exchange or similar authority; and

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(3) &nbsp;&nbsp;&nbsp;&nbsp; take any other action of any type whatsoever in connection with the foregoing which, in the opinion of such attorney-in-fact, may be of benefit to, in the best interest of, or legally required by, the undersigned, it being understood that the documents executed by such attorney-in-fact on behalf of the undersigned pursuant to this Power of Attorney shall be in such form and shall contain such terms and conditions as such attorney-in-fact may approve in such attorney-in-fact's sole discretion.

The undersigned hereby grants to each such attorney-in-fact full power and authority to do and perform any and every act and thing whatsoever requisite, necessary, or proper to be done in the exercise of any of the rights and powers herein granted, as fully to all intents and purposes as the undersigned might or could do if personally present, with full power of substitution or revocation, hereby ratifying and confirming all that such attorney-in-fact, or such attorney-in-fact's substitute or substitutes, shall lawfully do or cause to be done by virtue of this power of attorney and the rights and powers herein granted. The undersigned acknowledges that the foregoing attorneys-in-fact, in serving in such capacity at the request of the undersigned, are not assuming, nor is the Company or Scudder Law Firm, P.C., L.L.O. assuming, any of the undersigned's responsibilities to comply with Section 13 of the Securities Exchange Act of 1934.

In consideration of the attorneys-in-fact acting on the undersigned's behalf pursuant to this Power of Attorney, the undersigned hereby agrees to indemnify and hold harmless each attorney-in-fact, each substitute attorney-in-fact, and each of their respective heirs, executors, legal representatives, successors, and assigns from and against the entirety of any and all losses, claims, causes of action, damages, fines, defense costs, amounts paid in settlement, liabilities, and expenses, including reasonable attorneys' fees and expenses (collectively, "Losses"), relating to or arising out of the exercise of this Power of Attorney by any such attorney-in-fact or substitute attorney-in-fact, and will reimburse each such indemnified person for all Losses as they are incurred by such indemnified person in connection with any pending or threatened claim, action, suit, proceeding, or investigation with which such indemnified person is or is threatened to be made a party. The undersigned will not, however, be responsible for any Losses that are finally determined by a court of competent jurisdiction to have resulted solely from an attorney-in-fact's or substitute attorney-in-fact's bad faith or willful misconduct.

This Power of Attorney shall remain in full force and effect until the undersigned is no longer required to file Schedules 13D and 13G with respect to the undersigned's holdings of and transactions in securities issued by the Company, unless earlier revoked by the undersigned in a signed writing delivered to the foregoing attorneys-in-fact.

IN WITNESS WHEREOF, the undersigned has caused this Power of Attorney to be executed as of this 9th day of July 2018.

---

| |
|:---|
| /s/ Lisa M. Pate <br>|
| Anna Marie Quinn 2012 Irrevocable Trust FBO Lisa M. Pate<br> Lisa M. Pate, Trustee<br>|

---

[Back to Schedule 13G](schedule13g.htm)<br>

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