Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SAIA INCSAIA · Entity 3590 | Chief Accounting Officer | February 16, 2021 | February 18, 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.
SAIA INC
Report date February 16, 2021 · Filed February 18, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,294 |
Ending reported balance
After 2021-02-17 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2021-02-16 · Sale · Disposed 1,578 · Balance 1,294 Row 2 · 2021-02-17 · Exercise / conversion · Acquired 1,270 · Balance 2,564 Row 3 · 2021-02-17 · Exercise / conversion · Acquired 483 · Balance 3,047 Row 4 · 2021-02-17 · Sale · Disposed 483 · Balance 2,564 Row 5 · 2021-02-17 · Sale · Disposed 1,270 · Balance 1,294 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $100.20 · Expires 2027-02-06 | Direct | 967 |
Reported balance
After 2021-02-17 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-02-17 · Exercise / conversion · Disposed 483 · Balance 967 F1: Stock Options granted as part of the long-term incentive program approved by the Compensation Committee. One-third of the award vests each year on the anniversary of the grant date. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $73.35 · Expires 2025-02-06 | Direct | 0 |
Reported balance
After 2021-02-17 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2021-02-17 · Exercise / conversion · Disposed 1,270 · Balance 0 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $200.81 · Expires 2028-02-11 | Direct | 750 |
Reported balance
Holding disclosure · report date 2021-02-16 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 750 F1: Stock Options granted as part of the long-term incentive program approved by the Compensation Committee. One-third of the award vests each year on the anniversary of the grant date. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $66.03 · Expires 2026-02-07 | Direct | 1,580 |
Reported balance
Holding disclosure · report date 2021-02-16 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 1,580 |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 7,136.734 |
Reported balance
Holding disclosure · report date 2021-02-16 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 7,136.734 F2: The conversion rate of this derivative security on February 16, 2021 is 1.1199 resulting in 7,992.113 shares of common stock (underlying security in column 7). F3: Immediate F4: The shares of phantom stock become payable in the Company's common stock upon reporting person's termination of service as an employee, in accordance with the terms of the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock Options granted as part of the long-term incentive program approved by the Compensation Committee. One-third of the award vests each year on the anniversary of the grant date.
F2: The conversion rate of this derivative security on February 16, 2021 is 1.1199 resulting in 7,992.113 shares of common stock (underlying security in column 7).
F3: Immediate
F4: The shares of phantom stock become payable in the Company's common stock upon reporting person's termination of service as an employee, in accordance with the terms of the Plan.
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 |
|---|---|---|---|---|---|---|
| November 29, 2016 Filed Dec 1, 2016 21:16 UTC | SAIA INC SAIA · Entity 3590 | SaleCommon Stock | 7,125 | $41.86 | $298,273.88 |
DisclosureSEC source: 0001562180-16-003638 · primarydocument.xml · nonDerivative · entry 2 MASCHMEIER STEPHANIE · CIK 0001310590 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,698.5 Read SEC document |
| November 29, 2016 Filed Dec 1, 2016 21:16 UTC | SAIA INC SAIA · Entity 3590 | Exercise / conversionCommon Stock | 7,125 | $11.00 | $78,375.00 |
DisclosureSEC source: 0001562180-16-003638 · primarydocument.xml · nonDerivative · entry 1 MASCHMEIER STEPHANIE · CIK 0001310590 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,823.5 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.