Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WERNER ENTERPRISES INCWERN · Entity 4429 | Director · Chairman | June 08, 2020 | June 10, 2020 |
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.
WERNER ENTERPRISES INC
Report date June 08, 2020 · Filed June 10, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 0 |
Reported balance
After 2020-06-08 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-06-08 · Sale · Disposed 14,130,523 · Balance 0 F1: On June 8, 2020, the Clarence L. Werner Revocable Trust, for which the Reporting Person is the grantor and serves as sole trustee, sold 14,130,523 shares in a registered underwritten secondary offering. |
| Common StockSEC Table I · non-derivative | IndirectBy spouse as UTMA custodian for minor child | 28 |
Reported balance
Holding disclosure · report date 2020-06-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 28 F2: Shares are held of record by the Reporting Person's spouse as custodian for a minor child under the Uniform Transfer to Minors Act. The Reporting Person disclaims beneficial ownership of these shares, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 of the Exchange Act or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy spouse as UTMA custodian for minor child | 28 |
Reported balance
Holding disclosure · report date 2020-06-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 28 F3: Shares are held of record by the Reporting Person's spouse as custodian for a minor child under the Uniform Transfer to Minors Act. The Reporting Person disclaims beneficial ownership of these shares, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 of the Exchange Act or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy spouse as UTMA custodian for minor child | 28 |
Reported balance
Holding disclosure · report date 2020-06-08 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 28 F4: Shares are held of record by the Reporting Person's spouse as custodian for a minor child under the Uniform Transfer to Minors Act. The Reporting Person disclaims beneficial ownership of these shares, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 of the Exchange Act or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy spouse as UTMA custodian for minor child | 17 |
Reported balance
Holding disclosure · report date 2020-06-08 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 17 F5: Shares are held of record by the Reporting Person's spouse as custodian for a minor child under the Uniform Transfer to Minors Act. The Reporting Person disclaims beneficial ownership of these shares, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 of the Exchange Act or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy spouse as UTMA custodian for minor child | 8 |
Reported balance
Holding disclosure · report date 2020-06-08 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 8 F6: Shares are held of record by the Reporting Person's spouse as custodian for a minor child under the Uniform Transfer to Minors Act. The Reporting Person disclaims beneficial ownership of these shares, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 of the Exchange Act or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy spouse as UTMA custodian for minor child | 28 |
Reported balance
Holding disclosure · report date 2020-06-08 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 28 F7: Shares are held of record by the Reporting Person's spouse as custodian for a minor child under the Uniform Transfer to Minors Act. The Reporting Person disclaims beneficial ownership of these shares, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 of the Exchange Act or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 3,000 |
Reported balance
Holding disclosure · report date 2020-06-08 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 3,000 |
Filing footnotes · ownership attribution and instrument terms
F1: On June 8, 2020, the Clarence L. Werner Revocable Trust, for which the Reporting Person is the grantor and serves as sole trustee, sold 14,130,523 shares in a registered underwritten secondary offering.
F2: Shares are held of record by the Reporting Person's spouse as custodian for a minor child under the Uniform Transfer to Minors Act. The Reporting Person disclaims beneficial ownership of these shares, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 of the Exchange Act or for any other purpose.
F3: Shares are held of record by the Reporting Person's spouse as custodian for a minor child under the Uniform Transfer to Minors Act. The Reporting Person disclaims beneficial ownership of these shares, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 of the Exchange Act or for any other purpose.
F4: Shares are held of record by the Reporting Person's spouse as custodian for a minor child under the Uniform Transfer to Minors Act. The Reporting Person disclaims beneficial ownership of these shares, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 of the Exchange Act or for any other purpose.
F5: Shares are held of record by the Reporting Person's spouse as custodian for a minor child under the Uniform Transfer to Minors Act. The Reporting Person disclaims beneficial ownership of these shares, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 of the Exchange Act or for any other purpose.
F6: Shares are held of record by the Reporting Person's spouse as custodian for a minor child under the Uniform Transfer to Minors Act. The Reporting Person disclaims beneficial ownership of these shares, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 of the Exchange Act or for any other purpose.
F7: Shares are held of record by the Reporting Person's spouse as custodian for a minor child under the Uniform Transfer to Minors Act. The Reporting Person disclaims beneficial ownership of these shares, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 of the Exchange Act or for any other purpose.
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 |
|---|---|---|---|---|---|---|
| June 08, 2020 Filed Jun 10, 2020 21:32 UTC | WERNER ENTERPRISES INC WERN · Entity 4429 | SaleCommon Stock | 14,130,523 | $41.00 | $579,351,443.00 |
DisclosureSEC source: 0000905148-20-000682 · form4.xml · nonDerivative · entry 1 WERNER CLARENCE L · CIK 0001233307 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 F1 · ownership.direct: On June 8, 2020, the Clarence L. Werner Revocable Trust, for which the Reporting Person is the grantor and serves as sole trustee, sold 14,130,523 shares in a registered underwritten secondary offering. F1 · ownership.nature: On June 8, 2020, the Clarence L. Werner Revocable Trust, for which the Reporting Person is the grantor and serves as sole trustee, sold 14,130,523 shares in a registered underwritten secondary offering. Read SEC document |
| May 31, 2020 Filed Jun 2, 2020 22:01 UTC | WERNER ENTERPRISES INC WERN · Entity 4429 | Disposition to issuerCommon Stock | 35,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-018522 · form4.xml · nonDerivative · entry 1 WERNER CLARENCE L · CIK 0001233307 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,130,523 F1 · shares: Forfeiture of previously granted restricted stock as the result of Clarence L. Werner resigning as Executive Chairman effective May 31, 2020, as disclosed on Form 8-K filed June 2, 2020. Mr. Werner will continue to serve as Chairman of the board of directors of the company. Read SEC document |
| April 29, 2020 Filed May 1, 2020 23:01 UTC | WERNER ENTERPRISES INC WERN · Entity 4429 | OtherCommon Stock | 6,908,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000905148-20-000550 · form4.xml · nonDerivative · entry 1 WERNER CLARENCE L · CIK 0001233307 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Trustee, Life Interest Only Disclosed balance after: 0 F1 · kind: On April 29, 2020, the Werner Children Trust II (the "Trust"), for which the Reporting Person served as sole trustee and was sole beneficiary, was terminated. In connection therewith, pursuant to the terms of the Trust termination, 6,908,000 shares of Common Stock held therein were distributed to the Reporting Person's children, with the remaining shares being distributed to the Reporting Person in a transaction exempt from Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act") pursuant to Rule 16a-13. F1 · price: On April 29, 2020, the Werner Children Trust II (the "Trust"), for which the Reporting Person served as sole trustee and was sole beneficiary, was terminated. In connection therewith, pursuant to the terms of the Trust termination, 6,908,000 shares of Common Stock held therein were distributed to the Reporting Person's children, with the remaining shares being distributed to the Reporting Person in a transaction exempt from Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act") pursuant to Rule 16a-13. F1 · ownership.nature: On April 29, 2020, the Werner Children Trust II (the "Trust"), for which the Reporting Person served as sole trustee and was sole beneficiary, was terminated. In connection therewith, pursuant to the terms of the Trust termination, 6,908,000 shares of Common Stock held therein were distributed to the Reporting Person's children, with the remaining shares being distributed to the Reporting Person in a transaction exempt from Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act") pursuant to Rule 16a-13. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:43 UTC | WERNER ENTERPRISES INC WERN · Entity 4429 | GrantCommon Stock | 14,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-006091 · form4.xml · nonDerivative · entry 1 WERNER CLARENCE L · CIK 0001233307 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,072,319 F1 · shares: Restricted stock awarded February 13, 2020 under stockholder approved equity plan. This award shall vest, subject to continued employment, 34% on February 13, 2021 (1 year after the grant date) and two annual increments of 33% each beginning February 13, 2022. The award will become fully vested on February 13, 2023. Read SEC document |
| February 11, 2020 Filed Feb 12, 2020 00:21 UTC | WERNER ENTERPRISES INC WERN · Entity 4429 | Tax withholdingCommon Stock | 1,242 | $38.44 | $47,742.48 |
DisclosureSEC source: 0001127602-20-004979 · form4.xml · nonDerivative · entry 2 WERNER CLARENCE L · CIK 0001233307 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,057,515 F2 · shares: Represents shares required to satisfy tax withholding obligations in connection with the vesting of 4,255 shares of restricted stock granted to the Reporting Person on February 11, 2019. Read SEC document |
| February 07, 2020 Filed Feb 12, 2020 00:21 UTC | WERNER ENTERPRISES INC WERN · Entity 4429 | Tax withholdingCommon Stock | 1,236 | $38.68 | $47,808.48 |
DisclosureSEC source: 0001127602-20-004979 · form4.xml · nonDerivative · entry 1 WERNER CLARENCE L · CIK 0001233307 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,058,757 F1 · shares: Represents shares required to satisfy tax withholding obligations in connection with the vesting of 3,738 shares of restricted stock granted to the Reporting Person on February 7, 2018. Read SEC document |
| February 11, 2019 Filed Feb 12, 2019 01:15 UTC | WERNER ENTERPRISES INC WERN · Entity 4429 | GrantCommon Stock | 17,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005203 · form4.xml · nonDerivative · entry 2 WERNER CLARENCE L · CIK 0001233307 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,059,993 F2 · shares: Restricted stock awarded February 11, 2019 under stockholder approved equity plan. This award shall vest, subject to continued employment, in four annual increments of 25% each beginning February 11, 2020 (1 year after the grant date). The award will become fully vested on February 11, 2023. Read SEC document |
| February 07, 2019 Filed Feb 12, 2019 01:15 UTC | WERNER ENTERPRISES INC WERN · Entity 4429 | Tax withholdingCommon Stock | 1,097 | $34.54 | $37,890.38 |
DisclosureSEC source: 0001127602-19-005203 · form4.xml · nonDerivative · entry 1 WERNER CLARENCE L · CIK 0001233307 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,042,973 F1 · shares: Represents shares required to satisfy tax withholding obligations in connection with the vesting of 3738 shares of restricted stock granted to the Reporting Person on February 7, 2018. Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 13:16 UTC | WERNER ENTERPRISES INC WERN · Entity 4429 | GiftCommon Stock | 25,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011755 · form4.xml · nonDerivative · entry 1 WERNER CLARENCE L · CIK 0001233307 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,044,070 Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 23:11 UTC | WERNER ENTERPRISES INC WERN · Entity 4429 | GrantCommon Stock | 14,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005005 · form4.xml · nonDerivative · entry 1 WERNER CLARENCE L · CIK 0001233307 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,069,570 F1 · shares: Restricted stock awarded February 7, 2018 under stockholder approved equity plan. This award shall vest, subject to continued employment, in four annual increments of 25% each beginning February 7, 2019 (1 year after the grant date). The award will become fully vested on February 7, 2022. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 20:21 UTC | WERNER ENTERPRISES INC WERN · Entity 4429 | GiftCommon Stock | 13,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-028931 · form4.xml · nonDerivative · entry 3 WERNER CLARENCE L · CIK 0001233307 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,054,618 Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 20:21 UTC | WERNER ENTERPRISES INC WERN · Entity 4429 | GiftCommon Stock | 27,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-028931 · form4.xml · nonDerivative · entry 2 WERNER CLARENCE L · CIK 0001233307 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,068,468 Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 20:21 UTC | WERNER ENTERPRISES INC WERN · Entity 4429 | GiftCommon Stock | 13,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-028931 · form4.xml · nonDerivative · entry 1 WERNER CLARENCE L · CIK 0001233307 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,096,168 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.