Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FORWARD AIR CORPFWRD · Entity 5395 | Former Officer | August 29, 2019 | September 03, 2019 |
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.
FORWARD AIR CORP
Report date August 29, 2019 · Filed September 03, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,092.8061 |
Ending reported balance
After 2019-08-29 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2019-08-29 · Exercise / conversion · Acquired 2,084 · Balance 41,176.8061 Row 2 · 2019-08-29 · Exercise / conversion · Acquired 1,654 · Balance 42,830.8061 Row 3 · 2019-08-29 · Exercise / conversion · Acquired 1,179 · Balance 44,009.8061 Row 4 · 2019-08-29 · Sale · Disposed 4,917 · Balance 39,092.8061 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $43.67 · Expires 2023-02-08 | Direct | 0 |
Reported balance
After 2019-08-29 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-08-29 · Exercise / conversion · Disposed 2,084 · Balance 0 F1: This option vests 33-1/3% each year over a three year period commencing on 2/8/17. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $47.82 · Expires 2024-02-06 | Direct | 1,654 |
Reported balance
After 2019-08-29 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-08-29 · Exercise / conversion · Disposed 1,654 · Balance 1,654 F2: This option vests 33-1/3% each year over a three year period commencing on 2/6/18. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $58.40 · Expires 2025-02-05 | Direct | 2,356 |
Reported balance
After 2019-08-29 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2019-08-29 · Exercise / conversion · Disposed 1,179 · Balance 2,356 F3: This option vests 33-1/3% each year over a three year period commencing on 2/5/19. |
Filing footnotes · ownership attribution and instrument terms
F1: This option vests 33-1/3% each year over a three year period commencing on 2/8/17.
F2: This option vests 33-1/3% each year over a three year period commencing on 2/6/18.
F3: This option vests 33-1/3% each year over a three year period commencing on 2/5/19.
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 |
|---|---|---|---|---|---|---|
| August 29, 2019 Filed Sep 3, 2019 20:37 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,179 | $0.00 Strike: $58.40 | $0.00 |
DisclosureSEC source: 0000912728-19-000124 · wf-form4_156754304560762.xml · derivative · entry 7 ADELAAR GLENN A · CIK 0001707154 · Former Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,356 Underlying: Common Stock · 1,179 shares Expires 2025-02-05 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. F3 · derivative.exercise_date: This option vests 33-1/3% each year over a three year period commencing on 2/5/19. Read SEC document |
| August 29, 2019 Filed Sep 3, 2019 20:37 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,654 | $0.00 Strike: $47.82 | $0.00 |
DisclosureSEC source: 0000912728-19-000124 · wf-form4_156754304560762.xml · derivative · entry 6 ADELAAR GLENN A · CIK 0001707154 · Former Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,654 Underlying: Common Stock · 1,654 shares Expires 2024-02-06 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. F2 · derivative.exercise_date: This option vests 33-1/3% each year over a three year period commencing on 2/6/18. Read SEC document |
| August 29, 2019 Filed Sep 3, 2019 20:37 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,084 | $0.00 Strike: $43.67 | $0.00 |
DisclosureSEC source: 0000912728-19-000124 · wf-form4_156754304560762.xml · derivative · entry 5 ADELAAR GLENN A · CIK 0001707154 · Former Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,084 shares Expires 2023-02-08 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. F1 · derivative.exercise_date: This option vests 33-1/3% each year over a three year period commencing on 2/8/17. Read SEC document |
| August 29, 2019 Filed Sep 3, 2019 20:37 UTC | FORWARD AIR CORP FWRD · Entity 5395 | SaleCommon Stock | 4,917 | $61.05 | $300,186.29 |
DisclosureSEC source: 0000912728-19-000124 · wf-form4_156754304560762.xml · nonDerivative · entry 4 ADELAAR GLENN A · CIK 0001707154 · Former Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,092.8061 Read SEC document |
| August 29, 2019 Filed Sep 3, 2019 20:37 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Exercise / conversionCommon Stock | 1,179 | $58.40 | $68,853.60 |
DisclosureSEC source: 0000912728-19-000124 · wf-form4_156754304560762.xml · nonDerivative · entry 3 ADELAAR GLENN A · CIK 0001707154 · Former Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,009.8061 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 29, 2019 Filed Sep 3, 2019 20:37 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Exercise / conversionCommon Stock | 1,654 | $47.82 | $79,094.28 |
DisclosureSEC source: 0000912728-19-000124 · wf-form4_156754304560762.xml · nonDerivative · entry 2 ADELAAR GLENN A · CIK 0001707154 · Former Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,830.8061 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 29, 2019 Filed Sep 3, 2019 20:37 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Exercise / conversionCommon Stock | 2,084 | $43.67 | $91,008.28 |
DisclosureSEC source: 0000912728-19-000124 · wf-form4_156754304560762.xml · nonDerivative · entry 1 ADELAAR GLENN A · CIK 0001707154 · Former Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,176.8061 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 |
| July 01, 2019 Filed Jul 3, 2019 23:20 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 1,091 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-19-000112 · wf-form4_156219603384474.xml · nonDerivative · entry 1 ADELAAR GLENN A · CIK 0001707154 · Former Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,092.8061 F1 · kind: Restricted stock withheld by Issuer to satisfy minimum tax withholding obligation on vesting of restricted stock. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 15:33 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 487 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-19-000061 · wf-form4_155300959230849.xml · nonDerivative · entry 2 ADELAAR GLENN A · CIK 0001707154 · Senior VP, Systems Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,183.8061 F2 · kind: Stock withheld by Issuer to satisfy minimum tax withholding obligation on award of stock. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 15:33 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 1,505 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-19-000061 · wf-form4_155300959230849.xml · nonDerivative · entry 1 ADELAAR GLENN A · CIK 0001707154 · Senior VP, Systems Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,670.8061 F1 · shares: Shares awarded in conjunction with a Performance Share Agreement issued on 2/8/16 under the Forward Air Corporation Amended and Restated Stock Option and Incentive Plan. In accordance with the Performance Share Agreement, the number of shares awarded was determined based on the three year performance of Forward Air Corporation common stock as compared to the share price performance of a selected peer group. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 15:51 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 232 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-19-000040 · wf-form4_154998665694186.xml · nonDerivative · entry 1 ADELAAR GLENN A · CIK 0001707154 · Senior VP, Systems Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,165.8061 F1 · kind: Restricted stock withheld by Issuer to satisfy minimum tax withholding obligation on vesting of restricted stock. Read SEC document |
| February 06, 2019 Filed Feb 7, 2019 19:17 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 174 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-19-000024 · wf-form4_154956703041519.xml · nonDerivative · entry 2 ADELAAR GLENN A · CIK 0001707154 · Senior VP, Systems Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,397.8061 F1 · kind: Restricted stock withheld by Issuer to satisfy minimum tax withholding obligation on vesting of restricted stock. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 19:17 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 262 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-19-000024 · wf-form4_154956703041519.xml · nonDerivative · entry 1 ADELAAR GLENN A · CIK 0001707154 · Senior VP, Systems Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,571.8061 F1 · kind: Restricted stock withheld by Issuer to satisfy minimum tax withholding obligation on vesting of restricted stock. Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 20:47 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 1,862 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-19-000007 · wf-form4_154948606508311.xml · nonDerivative · entry 1 ADELAAR GLENN A · CIK 0001707154 · Senior VP, Systems Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,833.8061 F1 · shares: Award of time-vesting restricted stock under the Forward Air Corporation 2016 Omnibus Incentive Compensation Plan in a transaction exempt from Section 16(b)under Rule 16b-3. The stock vests equally in one-third increments over three years commencing 2/4/20 and fully vesting on 2/4/22. F2 · balance_after: Includes 128.3554 shares acquired under the Issuer's employee stock purchase plan in June and December 2018. Read SEC document |
| July 30, 2018 Filed Aug 1, 2018 14:11 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,655 | $0.00 Strike: $47.82 | $0.00 |
DisclosureSEC source: 0000912728-18-000114 · wf-form4_153313268872381.xml · derivative · entry 9 ADELAAR GLENN A · CIK 0001707154 · Senior VP, Systems Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,308 Underlying: Common Stock · 1,655 shares Expires 2024-02-06 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. F4 · derivative.exercise_date: This option vests 33-1/3% each year over a three year period commencing on 2/6/18. Read SEC document |
| July 30, 2018 Filed Aug 1, 2018 14:11 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,169 | $0.00 Strike: $43.67 | $0.00 |
DisclosureSEC source: 0000912728-18-000114 · wf-form4_153313268872381.xml · derivative · entry 8 ADELAAR GLENN A · CIK 0001707154 · Senior VP, Systems Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,084 Underlying: Common Stock · 4,169 shares Expires 2023-02-08 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. F3 · derivative.exercise_date: This option vests 33-1/3% each year over a three year period commencing on 2/8/17. Read SEC document |
| July 30, 2018 Filed Aug 1, 2018 14:11 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,564 | $0.00 Strike: $50.71 | $0.00 |
DisclosureSEC source: 0000912728-18-000114 · wf-form4_153313268872381.xml · derivative · entry 7 ADELAAR GLENN A · CIK 0001707154 · Senior VP, Systems Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,564 shares Expires 2022-02-09 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. F2 · derivative.exercise_date: This option vests 33-1/3% each year over a three year period commencing on 2/9/16. Read SEC document |
| July 30, 2018 Filed Aug 1, 2018 14:11 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,009 | $0.00 Strike: $42.48 | $0.00 |
DisclosureSEC source: 0000912728-18-000114 · wf-form4_153313268872381.xml · derivative · entry 6 ADELAAR GLENN A · CIK 0001707154 · Senior VP, Systems Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,009 shares Expires 2021-02-06 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. F1 · derivative.exercise_date: This option vests 33-1/3% each year over a three year period commencing on 2/16/15. Read SEC document |
| July 30, 2018 Filed Aug 1, 2018 14:11 UTC | FORWARD AIR CORP FWRD · Entity 5395 | SaleCommon Stock | 14,397 | $62.26 | $896,367.30 |
DisclosureSEC source: 0000912728-18-000114 · wf-form4_153313268872381.xml · nonDerivative · entry 5 ADELAAR GLENN A · CIK 0001707154 · Senior VP, Systems Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,843.4507 Read SEC document |
| July 30, 2018 Filed Aug 1, 2018 14:11 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Exercise / conversionCommon Stock | 1,655 | $47.82 | $79,142.10 |
DisclosureSEC source: 0000912728-18-000114 · wf-form4_153313268872381.xml · nonDerivative · entry 4 ADELAAR GLENN A · CIK 0001707154 · Senior VP, Systems Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,240.4507 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 |
| July 30, 2018 Filed Aug 1, 2018 14:11 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Exercise / conversionCommon Stock | 4,169 | $43.67 | $182,060.23 |
DisclosureSEC source: 0000912728-18-000114 · wf-form4_153313268872381.xml · nonDerivative · entry 3 ADELAAR GLENN A · CIK 0001707154 · Senior VP, Systems Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,585.4507 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 |
| July 30, 2018 Filed Aug 1, 2018 14:11 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Exercise / conversionCommon Stock | 4,564 | $50.71 | $231,440.44 |
DisclosureSEC source: 0000912728-18-000114 · wf-form4_153313268872381.xml · nonDerivative · entry 2 ADELAAR GLENN A · CIK 0001707154 · Senior VP, Systems Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,416.4507 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 |
| July 30, 2018 Filed Aug 1, 2018 14:11 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Exercise / conversionCommon Stock | 4,009 | $42.48 | $170,302.32 |
DisclosureSEC source: 0000912728-18-000114 · wf-form4_153313268872381.xml · nonDerivative · entry 1 ADELAAR GLENN A · CIK 0001707154 · Senior VP, Systems Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,852.4507 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 |
| June 12, 2018 Filed Jun 14, 2018 20:07 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 3,595 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-18-000097 · wf-form4_152900683579241.xml · nonDerivative · entry 1 ADELAAR GLENN A · CIK 0001707154 · Senior VP, Systems Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,843.4507 F1 · shares: Award of time-vesting restricted stock issued under the Forward Air Corporation 2016 Omnibus Incentive Compensation Plan in a transaction exempt from Section 16(b) under Rule 16b-3. The stock fully vests on the second anniversary of the grant date. Read SEC document |
| February 09, 2018 Filed Feb 12, 2018 20:37 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 117 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-18-000045 · wf-form4_151846786022871.xml · nonDerivative · entry 2 ADELAAR GLENN A · CIK 0001707154 · Senior VP, Systems Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,248.4507 F1 · kind: Restricted stock withheld by Issuer to satisfy minimum tax withholding obligation on vesting of restricted stock. Read SEC document |
| February 08, 2018 Filed Feb 12, 2018 20:37 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 136 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-18-000045 · wf-form4_151846786022871.xml · nonDerivative · entry 1 ADELAAR GLENN A · CIK 0001707154 · Senior VP, Systems Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,365.4507 F1 · kind: Restricted stock withheld by Issuer to satisfy minimum tax withholding obligation on vesting of restricted stock. Read SEC document |
| February 06, 2018 Filed Feb 9, 2018 00:09 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 101 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-18-000032 · wf-form4_151813494214400.xml · nonDerivative · entry 1 ADELAAR GLENN A · CIK 0001707154 · Senior VP, Systems Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,501.4507 F1 · kind: Restricted stock withheld by Issuer to satisfy minimum tax withholding obligation on vesting of restricted stock. Read SEC document |
| February 05, 2018 Filed Feb 8, 2018 01:50 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantStock Option (Right to Buy) · Derivative | 3,535 | $0.00 Strike: $58.40 | $0.00 |
DisclosureSEC source: 0000912728-18-000020 · wf-form4_151805464024601.xml · derivative · entry 2 ADELAAR GLENN A · CIK 0001707154 · Senior VP, Systems Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,535 Underlying: Common Stock · 3,535 shares Expires 2025-02-05 F3 · derivative.exercise_date: This option vests 33-1/3% each year over a three year period commencing on 2/5/19. Read SEC document |
| February 05, 2018 Filed Feb 8, 2018 01:50 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 1,884 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-18-000020 · wf-form4_151805464024601.xml · nonDerivative · entry 1 ADELAAR GLENN A · CIK 0001707154 · Senior VP, Systems Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,602.4507 F1 · shares: Award of time-vesting restricted stock under the Forward Air Corporation 2016 Omnibus Incentive Compensation Plan in a transaction exempt from Section 16(b)under Rule 16b-3. The stock vests equally in one-third increments over three years commencing 2/5/19 and fully vesting on 2/5/21. F2 · balance_after: Includes 141.3741 shares acquired under the Issuer's employee stock purchase plan in June and December 2017. 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.