Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FORWARD AIR CORPFWRD · Entity 5395 | CFO and Treasurer | March 15, 2021 | March 17, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
FORWARD AIR CORP
Report date March 15, 2021 · Filed March 17, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,245 |
Ending reported balance
After 2021-03-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-03-15 · Grant · Acquired 998 · Balance 27,546 F1: Shares awarded in conjunction with a Performance Share Agreement issued on 2/5/18 under the Forward Air Corporation 2016 Omnibus Incentive Compensation Plan. In accordance with the Performance Share Agreement, the number of shares awarded was determined based on the three year performance of Forward Air Corporation common stock as compared to the share price performance of a selected peer group. Row 2 · 2021-03-15 · Tax withholding · Disposed 301 · Balance 27,245 F2: Stock withheld by Issuer to satisfy minimum tax withholding obligation on award of stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares awarded in conjunction with a Performance Share Agreement issued on 2/5/18 under the Forward Air Corporation 2016 Omnibus Incentive Compensation Plan. In accordance with the Performance Share Agreement, the number of shares awarded was determined based on the three year performance of Forward Air Corporation common stock as compared to the share price performance of a selected peer group.
F2: Stock withheld by Issuer to satisfy minimum tax withholding obligation on award of stock.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 15, 2021 Filed Mar 17, 2021 14:53 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 301 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-21-000071 · wf-form4_161599281003409.xml · nonDerivative · entry 2 Morris Michael Joseph · CIK 0001468767 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,245 F2 · kind: Stock withheld by Issuer to satisfy minimum tax withholding obligation on award of stock. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 14:53 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 998 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-21-000071 · wf-form4_161599281003409.xml · nonDerivative · entry 1 Morris Michael Joseph · CIK 0001468767 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,546 F1 · shares: Shares awarded in conjunction with a Performance Share Agreement issued on 2/5/18 under the Forward Air Corporation 2016 Omnibus Incentive Compensation Plan. In accordance with the Performance Share Agreement, the number of shares awarded was determined based on the three year performance of Forward Air Corporation common stock as compared to the share price performance of a selected peer group. Read SEC document |
| February 05, 2021 Filed Feb 8, 2021 22:34 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 284 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-21-000029 · wf-form4_161282364716193.xml · nonDerivative · entry 2 Morris Michael Joseph · CIK 0001468767 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,548 F1 · kind: Restricted stock withheld by Issuer to satisfy minimum tax withholding obligation on vesting of restricted stock. Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 22:34 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 854 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-21-000029 · wf-form4_161282364716193.xml · nonDerivative · entry 1 Morris Michael Joseph · CIK 0001468767 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,832 F1 · kind: Restricted stock withheld by Issuer to satisfy minimum tax withholding obligation on vesting of restricted stock. Read SEC document |
| February 02, 2021 Filed Feb 5, 2021 02:10 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 4,997 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-21-000016 · wf-form4_161249100137016.xml · nonDerivative · entry 1 Morris Michael Joseph · CIK 0001468767 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,686 F1 · shares: Award of time-vesting restricted stock under the Forward Air Corporation 2016 Omnibus Incentive Compensation Plan in a transaction exempt from Section 16(b)under Rule 16b-3. The stock vests equally in one-third increments over three years commencing 2/2/22 and fully vesting on 2/2/24. Read SEC document |
| November 27, 2020 Filed Dec 1, 2020 22:43 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Exercise / conversionStock Option (Right to Buy) · Derivative | 9,098 | $0.00 Strike: $47.82 | $0.00 |
DisclosureSEC source: 0000912728-20-000169 · wf-form4_160686261422030.xml · derivative · entry 3 Morris Michael Joseph · CIK 0001468767 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,098 shares Expires 2024-02-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: This option vests 33-1/3% each year over a three year period commencing on 2/6/18. Read SEC document |
| November 27, 2020 Filed Dec 1, 2020 22:43 UTC | FORWARD AIR CORP FWRD · Entity 5395 | SaleCommon Stock | 9,098 | $73.95 | $672,807.11 |
DisclosureSEC source: 0000912728-20-000169 · wf-form4_160686261422030.xml · nonDerivative · entry 2 Morris Michael Joseph · CIK 0001468767 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,689 Read SEC document |
| November 27, 2020 Filed Dec 1, 2020 22:43 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Exercise / conversionCommon Stock | 9,098 | $47.82 | $435,066.36 |
DisclosureSEC source: 0000912728-20-000169 · wf-form4_160686261422030.xml · nonDerivative · entry 1 Morris Michael Joseph · CIK 0001468767 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,787 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 12, 2020 Filed Jun 15, 2020 18:10 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 1,623 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-20-000096 · wf-form4_159224463922634.xml · nonDerivative · entry 1 Morris Michael Joseph · CIK 0001468767 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,689 F1 · shares: Restricted stock withheld by Issuer to satisfy minimum tax withholding obligation on vesting of restricted stock. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 19:05 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 950 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-20-000040 · wf-form4_158447193011623.xml · nonDerivative · entry 2 Morris Michael Joseph · CIK 0001468767 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,312 F2 · kind: Stock withheld by Issuer to satisfy minimum tax withholding obligation on award of stock. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 19:05 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 3,157 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-20-000040 · wf-form4_158447193011623.xml · nonDerivative · entry 1 Morris Michael Joseph · CIK 0001468767 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,262 F1 · shares: Shares awarded in conjunction with a Performance Share Agreement issued on 2/6/17 under the Forward Air Corporation 2016 Omnibus Incentive Compensation Plan. In accordance with the Performance Share Agreement, the number of shares awarded was determined based on the three year performance of Forward Air Corporation common stock as compared to the share price performance of a selected peer group. Read SEC document |
| February 06, 2020 Filed Feb 7, 2020 22:23 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 231 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-20-000025 · wf-form4_158111416810515.xml · nonDerivative · entry 2 Morris Michael Joseph · CIK 0001468767 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,105 Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 22:23 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 276 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-20-000025 · wf-form4_158111416810515.xml · nonDerivative · entry 1 Morris Michael Joseph · CIK 0001468767 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,336 F1 · kind: Restricted stock withheld by Issuer to satisfy minimum tax withholding obligation on vesting of restricted stock. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 22:19 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 480 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-20-000016 · wf-form4_158102754302036.xml · nonDerivative · entry 2 Morris Michael Joseph · CIK 0001468767 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,612 F2 · kind: Restricted stock withheld by Issuer to satisfy minimum tax withholding obligation on vesting of restricted stock. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 22:19 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 3,790 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-20-000016 · wf-form4_158102754302036.xml · nonDerivative · entry 1 Morris Michael Joseph · CIK 0001468767 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,092 F1 · shares: Award of time-vesting restricted stock under the Forward Air Corporation 2016 Omnibus Incentive Compensation Plan in a transaction exempt from Section 16(b)under Rule 16b-3. The stock vests equally in one-third increments over three years commencing 2/4/21 and fully vesting on 2/4/23. Read SEC document |
| September 13, 2019 Filed Oct 11, 2019 17:23 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 1,317 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-19-000138 · wf-form4_157081458297472.xml · nonDerivative · entry 1 Morris Michael Joseph · CIK 0001468767 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,302 F1 · shares: Award of time-vesting restricted stock under the Forward Air Corporation 2016 Omnibus Incentive Compensation Plan in a transaction exempt from Section 16(b)under Rule 16b-3. The stock vests equally in one-third increments on 2/4/20, 2/4/21 and 2/4/22. Read SEC document |
| June 27, 2019 Filed Jul 2, 2019 22:51 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 767 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-19-000110 · wf-form4_156210787664186.xml · nonDerivative · entry 1 Morris Michael Joseph · CIK 0001468767 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,985 F1 · kind: Restricted stock withheld by Issuer to satisfy minimum tax withholding obligation on vesting of restricted stock. Read SEC document |
| February 06, 2019 Filed Feb 7, 2019 19:15 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 249 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-19-000021 · wf-form4_154956692199338.xml · nonDerivative · entry 2 Morris Michael Joseph · CIK 0001468767 · CFO, Senior VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,752 F1 · kind: Restricted stock withheld by Issuer to satisfy minimum tax withholding obligation on vesting of restricted stock. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 19:15 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 333 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-19-000021 · wf-form4_154956692199338.xml · nonDerivative · entry 1 Morris Michael Joseph · CIK 0001468767 · CFO, Senior VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,001 F1 · kind: Restricted stock withheld by Issuer to satisfy minimum tax withholding obligation on vesting of restricted stock. Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 21:55 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 2,793 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-19-000012 · wf-form4_154949010934449.xml · nonDerivative · entry 1 Morris Michael Joseph · CIK 0001468767 · CFO, Senior VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,334 F1 · shares: Award of time-vesting restricted stock under the Forward Air Corporation 2016 Omnibus Incentive Compensation Plan in a transaction exempt from Section 16(b)under Rule 16b-3. The stock vests equally in one-third increments over three years commencing 2/4/20 and fully vesting on 2/4/22. Read SEC document |
| June 27, 2018 Filed Jun 28, 2018 19:22 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 774 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-18-000105 · wf-form4_153021371615513.xml · nonDerivative · entry 1 Morris Michael Joseph · CIK 0001468767 · CFO, Senior VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,541 F1 · kind: Restricted stock withheld by Issuer to satisfy minimum tax withholding obligation on vesting of restricted stock. Read SEC document |
| June 12, 2018 Filed Jun 14, 2018 20:09 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 5,392 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-18-000101 · wf-form4_152900694324783.xml · nonDerivative · entry 1 Morris Michael Joseph · CIK 0001468767 · CFO, Senior VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,315 F1 · shares: Award of time-vesting restricted stock issued under the Forward Air Corporation 2016 Omnibus Incentive Compensation Plan in a transaction exempt from Section 16(b) under Rule 16b-3. The stock fully vests on the second anniversary of the grant date. Read SEC document |
| February 05, 2018 Filed Feb 8, 2018 01:50 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantStock Option (Right to Buy) · Derivative | 2,825 | $0.00 Strike: $58.40 | $0.00 |
DisclosureSEC source: 0000912728-18-000019 · wf-form4_151805462163319.xml · derivative · entry 2 Morris Michael Joseph · CIK 0001468767 · CFO, Senior VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,825 Underlying: Common Stock · 2,825 shares Expires 2025-02-05 F2 · derivative.exercise_date: This option vests 33-1/3% each year over a three year period commencing on 2/5/19. Read SEC document |
| February 05, 2018 Filed Feb 8, 2018 01:50 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 2,825 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-18-000019 · wf-form4_151805462163319.xml · nonDerivative · entry 1 Morris Michael Joseph · CIK 0001468767 · CFO, Senior VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,923 F1 · shares: Award of time-vesting restricted stock under the Forward Air Corporation 2016 Omnibus Incentive Compensation Plan in a transaction exempt from Section 16(b)under Rule 16b-3. The stock vests equally in one-third increments over three years commencing 2/5/19 and fully vesting on 2/5/21. Read SEC document |
| February 05, 2018 Filed Jun 14, 2018 18:48 UTC Amendment | FORWARD AIR CORP FWRD · Entity 5395 | GrantStock Option (Right to Buy) · Derivative | 5,303 | $0.00 Strike: $58.40 | $0.00 |
DisclosureSEC source: 0000912728-18-000089 · wf-form4a_152900209168814.xml · derivative · entry 2 Morris Michael Joseph · CIK 0001468767 · CFO, Senior VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,303 Underlying: Common Stock · 5,303 shares Expires 2025-02-05 F2 · derivative.exercise_date: This option vests 33-1/3% each year over a three year period commencing on 2/5/19. Read SEC document |
| February 05, 2018 Filed Jun 14, 2018 18:48 UTC Amendment | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 2,825 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-18-000089 · wf-form4a_152900209168814.xml · nonDerivative · entry 1 Morris Michael Joseph · CIK 0001468767 · CFO, Senior VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,923 F1 · shares: Award of time-vesting restricted stock under the Forward Air Corporation 2016 Omnibus Incentive Compensation Plan in a transaction exempt from Section 16(b)under Rule 16b-3. The stock vests equally in one-third increments over three years commencing 2/5/19 and fully vesting on 2/5/21. Read SEC document |
| June 27, 2017 Filed Jun 30, 2017 14:17 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 850 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-17-000100 · wf-form4_149883224212965.xml · nonDerivative · entry 1 Morris Michael Joseph · CIK 0001468767 · CFO, Senior VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,098 F1 · kind: Restricted stock withheld by Issuer to satisfy minimum tax withholding obligation on vesting of restricted stock. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 23:17 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantStock Option (Right to Buy) · Derivative | 9,098 | $0.00 Strike: $47.82 | $0.00 |
DisclosureSEC source: 0000912728-17-000020 · wf-form4_148659580912994.xml · derivative · entry 2 Morris Michael Joseph · CIK 0001468767 · CFO, Senior VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,098 Underlying: Common Stock · 9,098 shares Expires 2024-02-06 F2 · derivative.exercise_date: This option vests 33-1/3% each year over a three year period commencing on 2/6/18. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 23:17 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-17-000020 · wf-form4_148659580912994.xml · nonDerivative · entry 1 Morris Michael Joseph · CIK 0001468767 · CFO, Senior VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,948 F1 · shares: Award of time-vesting restricted stock under the Forward Air Corporation 2016 Omnibus Incentive Compensation Plan in a transaction exempt from Section 16(b)under Rule 16b-3. The stock vests equally in one-third increments over three years commencing 2/6/18 and fully vesting on 2/6/20. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.