Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SAIA INCSAIA · Entity 3590 | Director | May 01, 2020 | May 05, 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.
SAIA INC
Report date May 01, 2020 · Filed May 05, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 15,393 |
Reported balance
After 2020-05-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-05-01 · Grant · Acquired 1,098 · Balance 15,393 F1: The shares of phantom stock become payable in the Company's common stock upon reporting person's termination of service as a Director. |
| Common StockSEC Table I · non-derivative | Direct | 669 |
Reported balance
Holding disclosure · report date 2020-05-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 669 |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of phantom stock become payable in the Company's common stock upon reporting person's termination of service as a Director.
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 |
|---|---|---|---|---|---|---|
| May 01, 2020 Filed May 5, 2020 16:25 UTC | SAIA INC SAIA · Entity 3590 | GrantPhantom Stock · Derivative | 1,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-003383 · primarydocument.xml · derivative · entry 2 EVANS WILLIAM F · CIK 0001103166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,393 Underlying: Common Stock · 1,098 shares Expires not disclosed F1 · derivative.exercise_price: The shares of phantom stock become payable in the Company's common stock upon reporting person's termination of service as a Director. F1 · derivative.exercise_date: The shares of phantom stock become payable in the Company's common stock upon reporting person's termination of service as a Director. F1 · derivative.expiration_date: The shares of phantom stock become payable in the Company's common stock upon reporting person's termination of service as a Director. Read SEC document |
| May 01, 2019 Filed May 3, 2019 16:10 UTC | SAIA INC SAIA · Entity 3590 | GrantPhantom Stock · Derivative | 1,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-002574 · primarydocument.xml · derivative · entry 1 EVANS WILLIAM F · CIK 0001103166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,295 Underlying: Common Stock · 1,514 shares Expires not disclosed F1 · derivative.exercise_price: The shares of phantom stock become payable in the Company's common stock upon reporting person's termination of service as a Director. F1 · derivative.exercise_date: The shares of phantom stock become payable in the Company's common stock upon reporting person's termination of service as a Director. F1 · derivative.expiration_date: The shares of phantom stock become payable in the Company's common stock upon reporting person's termination of service as a Director. Read SEC document |
| May 01, 2018 Filed May 3, 2018 16:51 UTC | SAIA INC SAIA · Entity 3590 | GrantPhantom Stock · Derivative | 1,363 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-002188 · primarydocument.xml · derivative · entry 2 EVANS WILLIAM F · CIK 0001103166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,781 Underlying: Common Stock · 1,363 shares Expires not disclosed F1 · derivative.exercise_price: The shares of phantom stock become payable in the Company's common stock upon reporting person's termination of service as a Director. F1 · derivative.exercise_date: The shares of phantom stock become payable in the Company's common stock upon reporting person's termination of service as a Director. F1 · derivative.expiration_date: The shares of phantom stock become payable in the Company's common stock upon reporting person's termination of service as a Director. Read SEC document |
| May 02, 2017 Filed May 4, 2017 16:32 UTC | SAIA INC SAIA · Entity 3590 | GrantPhantom Stock · Derivative | 1,942 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-17-001730 · primarydocument.xml · derivative · entry 2 EVANS WILLIAM F · CIK 0001103166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,418 Underlying: Common Stock · 1,942 shares Expires not disclosed F1 · derivative.exercise_price: The shares of phantom stock become payable in the Company's common stock upon reporting person's termination of service as a Director. F1 · price: The shares of phantom stock become payable in the Company's common stock upon reporting person's termination of service as a Director. F1 · derivative.exercise_date: The shares of phantom stock become payable in the Company's common stock upon reporting person's termination of service as a Director. F1 · derivative.expiration_date: The shares of phantom stock become payable in the Company's common stock upon reporting person's termination of service as a Director. 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.