organization · Reporting owner
Donald J. Schneider 2000 Trust f/b/o Therese A. Koller
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Schneider National, Inc.SNDR · Entity 3807 | 10% owner | December 31, 2020 | February 16, 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.
Schneider National, Inc.
Report date December 31, 2020 · Filed February 16, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 1,941,779 |
Reported balance
After 2020-03-18 transaction · row 1
1 source rowRow 1 · 2020-03-18 · Gift · Disposed 1,003,631 · Balance 1,941,779 F1: Transaction is a gift, therefore price is not applicable. |
| Class A Common StockSEC Table II · derivative / convertible security | IndirectSee Footnote 2. | 7,005,900 |
Reported balance
Holding disclosure · report date 2020-12-31 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 7,005,900 F2: The reporting person's interest in the Class A Common Stock is represented by trust certificates issued by the Schneider National, Inc. Voting Trust and held by the reporting person. Each share of Class A Common Stock will automatically convert into a share of Class B Common Stock on a one-for-one basis upon any transfer of such share of Class A Common Stock in exchange for a trust certificate representing such share, and has no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Transaction is a gift, therefore price is not applicable.
F2: The reporting person's interest in the Class A Common Stock is represented by trust certificates issued by the Schneider National, Inc. Voting Trust and held by the reporting person. Each share of Class A Common Stock will automatically convert into a share of Class B Common Stock on a one-for-one basis upon any transfer of such share of Class A Common Stock in exchange for a trust certificate representing such share, and has no expiration date.
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 18, 2020 Filed Feb 16, 2021 20:28 UTC | Schneider National, Inc. SNDR · Entity 3807 | GiftClass B Common Stock | 1,003,631 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000892712-21-000063 · edgar.xml · nonDerivative · entry 1 Donald J. Schneider 2000 Trust f/b/o Therese A. Koller · CIK 0001701164 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,941,779 F1 · price: Transaction is a gift, therefore price is not applicable. Read SEC document |
| April 05, 2017 Filed Apr 7, 2017 20:30 UTC | Schneider National, Inc. SNDR · Entity 3807 | SaleClass B Common Stock | 2,105,000 | $19.00 | $39,995,000.00 |
DisclosureSEC source: 0000892712-17-000316 · edgar.xml · nonDerivative · entry 1 Donald J. Schneider 2000 Trust f/b/o Therese A. Koller · CIK 0001701164 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,945,410 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.