Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SAIA INCSAIA · Entity 3590 | Executive VP Operations | February 11, 2021 | 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.
SAIA INC
Report date February 11, 2021 · Filed February 16, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2021-02-12 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2021-02-11 · Grant · Acquired 1,780 · Balance 2,091 F1: Issuance of Performance Unit Awards under the 2018 Omnibus Incentive Plan for the 1/1/18-12/31/20 performance period. Row 2 · 2021-02-11 · Tax withholding · Disposed 538 · Balance 1,553 F2: Shares withheld at officer's election to cover tax liabilities incurred upon the issuance of Performance Unit Awards under the 2018 Omnibus Incentive Plan for the 1/1/18-12/31/20 performance period. Row 3 · 2021-02-12 · Exercise / conversion · Acquired 1,250 · Balance 2,803 Row 4 · 2021-02-12 · Sale · Disposed 1,250 · Balance 1,553 Row 5 · 2021-02-12 · Sale · Disposed 1,553 · Balance 0 |
| 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 2021-02-12 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-02-12 · Exercise / conversion · Disposed 1,250 · Balance 0 |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 15,208.885 |
Reported balance
Holding disclosure · report date 2021-02-11 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 15,208.885 F3: The conversion rate of this derivative security on February 11, 2021 is 1.1485 resulting in 17,468.073 shares of common stock (underlying security in column 7). F4: Immediate F5: 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: Issuance of Performance Unit Awards under the 2018 Omnibus Incentive Plan for the 1/1/18-12/31/20 performance period.
F2: Shares withheld at officer's election to cover tax liabilities incurred upon the issuance of Performance Unit Awards under the 2018 Omnibus Incentive Plan for the 1/1/18-12/31/20 performance period.
F3: The conversion rate of this derivative security on February 11, 2021 is 1.1485 resulting in 17,468.073 shares of common stock (underlying security in column 7).
F4: Immediate
F5: 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 |
|---|---|---|---|---|---|---|
| February 12, 2021 Filed Feb 16, 2021 21:31 UTC | SAIA INC SAIA · Entity 3590 | Exercise / conversionStock Options (Right to Buy) · Derivative | 1,250 | $0.00 Strike: $73.35 | $0.00 |
DisclosureSEC source: 0001562180-21-001159 · primarydocument.xml · derivative · entry 6 PECK PAUL C · CIK 0001756698 · Executive VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,250 shares Expires 2025-02-06 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. Read SEC document |
| February 12, 2021 Filed Feb 16, 2021 21:31 UTC | SAIA INC SAIA · Entity 3590 | SaleCommon Stock | 1,553 | $206.21 | $320,236.37 |
DisclosureSEC source: 0001562180-21-001159 · primarydocument.xml · nonDerivative · entry 5 PECK PAUL C · CIK 0001756698 · Executive VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 12, 2021 Filed Feb 16, 2021 21:31 UTC | SAIA INC SAIA · Entity 3590 | SaleCommon Stock | 1,250 | $206.22 | $257,775.00 |
DisclosureSEC source: 0001562180-21-001159 · primarydocument.xml · nonDerivative · entry 4 PECK PAUL C · CIK 0001756698 · Executive VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,553 Read SEC document |
| February 12, 2021 Filed Feb 16, 2021 21:31 UTC | SAIA INC SAIA · Entity 3590 | Exercise / conversionCommon Stock | 1,250 | $73.35 | $91,687.50 |
DisclosureSEC source: 0001562180-21-001159 · primarydocument.xml · nonDerivative · entry 3 PECK PAUL C · CIK 0001756698 · Executive VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,803 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 |
| February 11, 2021 Filed Feb 16, 2021 21:31 UTC | SAIA INC SAIA · Entity 3590 | Tax withholdingCommon Stock | 538 | $200.81 | $108,035.78 |
DisclosureSEC source: 0001562180-21-001159 · primarydocument.xml · nonDerivative · entry 2 PECK PAUL C · CIK 0001756698 · Executive VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,553 F2 · shares: Shares withheld at officer's election to cover tax liabilities incurred upon the issuance of Performance Unit Awards under the 2018 Omnibus Incentive Plan for the 1/1/18-12/31/20 performance period. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:31 UTC | SAIA INC SAIA · Entity 3590 | GrantCommon Stock | 1,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-001159 · primarydocument.xml · nonDerivative · entry 1 PECK PAUL C · CIK 0001756698 · Executive VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,091 F1 · shares: Issuance of Performance Unit Awards under the 2018 Omnibus Incentive Plan for the 1/1/18-12/31/20 performance period. Read SEC document |
| February 06, 2021 Filed Feb 10, 2021 21:08 UTC | SAIA INC SAIA · Entity 3590 | Tax withholdingCommon Stock | 134 | $198.02 | $26,534.68 |
DisclosureSEC source: 0001562180-21-001031 · primarydocument.xml · nonDerivative · entry 1 PECK PAUL C · CIK 0001756698 · Executive VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 311 F1 · shares: Shares withheld at officer's election to cover tax liabilities incurred in connection with the vesting of restricted shares awarded in February 2018. Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 21:15 UTC | SAIA INC SAIA · Entity 3590 | Exercise / conversionStock Options (Right to Buy) · Derivative | 1,740 | $0.00 Strike: $46.35 | $0.00 |
DisclosureSEC source: 0001562180-20-001105 · primarydocument.xml · derivative · entry 4 PECK PAUL C · CIK 0001756698 · Executive VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,740 shares Expires 2024-02-07 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 |
| February 10, 2020 Filed Feb 12, 2020 21:15 UTC | SAIA INC SAIA · Entity 3590 | SaleCommon Stock | 2,388 | $95.87 | $228,937.56 |
DisclosureSEC source: 0001562180-20-001105 · primarydocument.xml · nonDerivative · entry 3 PECK PAUL C · CIK 0001756698 · Executive VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 445 Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 21:15 UTC | SAIA INC SAIA · Entity 3590 | SaleCommon Stock | 1,740 | $96.12 | $167,249.67 |
DisclosureSEC source: 0001562180-20-001105 · primarydocument.xml · nonDerivative · entry 2 PECK PAUL C · CIK 0001756698 · Executive VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,833 Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 21:15 UTC | SAIA INC SAIA · Entity 3590 | Exercise / conversionCommon Stock | 1,740 | $46.35 | $80,649.00 |
DisclosureSEC source: 0001562180-20-001105 · primarydocument.xml · nonDerivative · entry 1 PECK PAUL C · CIK 0001756698 · Executive VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,573 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 |
| February 07, 2020 Filed Feb 10, 2020 21:30 UTC | SAIA INC SAIA · Entity 3590 | Tax withholdingCommon Stock | 206 | $97.17 | $20,017.02 |
DisclosureSEC source: 0001562180-20-001047 · primarydocument.xml · nonDerivative · entry 3 PECK PAUL C · CIK 0001756698 · Executive VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,833 F3 · shares: Shares withheld at officer's election to cover tax liabilities incurred in connection with the vesting of restricted shares awarded in February 2017. Read SEC document |
| February 06, 2020 Filed Feb 10, 2020 21:30 UTC | SAIA INC SAIA · Entity 3590 | Tax withholdingCommon Stock | 823 | $100.20 | $82,464.60 |
DisclosureSEC source: 0001562180-20-001047 · primarydocument.xml · nonDerivative · entry 2 PECK PAUL C · CIK 0001756698 · Executive VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,039 F2 · shares: Shares withheld at officer's election to cover tax liabilities incurred upon the issuance of Performance Unit Awards under the 2018 Omnibus Incentive Plan for the 1/1/17-12/31/19 performance period. Read SEC document |
| February 06, 2020 Filed Feb 10, 2020 21:30 UTC | SAIA INC SAIA · Entity 3590 | GrantCommon Stock | 2,734 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-001047 · primarydocument.xml · nonDerivative · entry 1 PECK PAUL C · CIK 0001756698 · Executive VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,862 F1 · shares: Issuance of Performance Unit Awards under the 2018 Omnibus Incentive Plan for the 1/1/17-12/31/19 performance period. Read SEC document |
| August 06, 2019 Filed Aug 8, 2019 20:03 UTC | SAIA INC SAIA · Entity 3590 | Exercise / conversionStock Options (Right to Buy) · Derivative | 6,240 | $0.00 Strike: $27.45 | $0.00 |
DisclosureSEC source: 0001562180-19-004213 · primarydocument.xml · derivative · entry 3 PECK PAUL C · CIK 0001756698 · Executive VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,240 shares Expires 2023-02-09 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 |
| August 06, 2019 Filed Aug 8, 2019 20:03 UTC | SAIA INC SAIA · Entity 3590 | SaleCommon Stock | 6,240 | $78.00 | $486,720.00 |
DisclosureSEC source: 0001562180-19-004213 · primarydocument.xml · nonDerivative · entry 2 PECK PAUL C · CIK 0001756698 · Executive VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,128 Read SEC document |
| August 06, 2019 Filed Aug 8, 2019 20:03 UTC | SAIA INC SAIA · Entity 3590 | Exercise / conversionCommon Stock | 6,240 | $27.45 | $171,288.00 |
DisclosureSEC source: 0001562180-19-004213 · primarydocument.xml · nonDerivative · entry 1 PECK PAUL C · CIK 0001756698 · Executive VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,368 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 |
| May 08, 2019 Filed May 10, 2019 20:04 UTC | SAIA INC SAIA · Entity 3590 | SaleCommon Stock | 1,265 | $68.00 | $86,020.00 |
DisclosureSEC source: 0001562180-19-002756 · primarydocument.xml · nonDerivative · entry 1 PECK PAUL C · CIK 0001756698 · Executive VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,128 Read SEC document |
| February 11, 2019 Filed Feb 12, 2019 00:32 UTC | SAIA INC SAIA · Entity 3590 | SaleCommon Stock | 2,000 | $64.41 | $128,814.00 |
DisclosureSEC source: 0001562180-19-000893 · primarydocument.xml · nonDerivative · entry 3 PECK PAUL C · CIK 0001756698 · Executive VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,393 Read SEC document |
| February 07, 2019 Filed Feb 12, 2019 00:32 UTC | SAIA INC SAIA · Entity 3590 | Tax withholdingCommon Stock | 1,051 | $66.03 | $69,397.53 |
DisclosureSEC source: 0001562180-19-000893 · primarydocument.xml · nonDerivative · entry 2 PECK PAUL C · CIK 0001756698 · Executive VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,393 F2 · shares: Shares withheld at officer's election to cover tax liabilities incurred upon the issuance of Performance Unit Awards under the 2011 Omnibus Incentive Plan for the 1/1/16-12/31/18 performance period. Read SEC document |
| February 07, 2019 Filed Feb 12, 2019 00:32 UTC | SAIA INC SAIA · Entity 3590 | GrantCommon Stock | 4,316 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-000893 · primarydocument.xml · nonDerivative · entry 1 PECK PAUL C · CIK 0001756698 · Executive VP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,444 F1 · shares: Issuance of Performance Unit Awards under the 2011 Omnibus Incentive Plan for the 1/1/16-12/31/18 performance period. 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.