Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Schneider National, Inc.SNDR · Entity 3807 | Chief Admin Officer | January 01, 2019 | March 18, 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.
Schneider National, Inc.
Report date January 01, 2019 · Filed March 18, 2019 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 751,127 |
Reported balance
After 2019-01-02 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2019-01-02 · Tax withholding · Disposed 1,810 · Balance 751,127 F1: Shares withheld to satisfy tax liabilities upon accelerated taxation due to retirement eligibility. F2: This transaction was inadvertently omitted from the reporting person's Form 4 filed on January 3, 2019, and the shares disposed of in the transaction were incorrectly included in the reporting person's holdings on subsequent filings. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld to satisfy tax liabilities upon accelerated taxation due to retirement eligibility.
F2: This transaction was inadvertently omitted from the reporting person's Form 4 filed on January 3, 2019, and the shares disposed of in the transaction were incorrectly included in the reporting person's holdings on subsequent filings.
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 15, 2019 Filed Feb 28, 2019 17:27 UTC | Schneider National, Inc. SNDR · Entity 3807 | GrantEmployee Stock Option-Right To Buy · Derivative | 12,204 | $0.00 Strike: $22.96 | $0.00 |
DisclosureSEC source: 0001692063-19-000049 · wf-form4_155139285751612.xml · derivative · entry 2 Matheys Steven J. · CIK 0001699934 · Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,204 Underlying: Class B Common Stock · 12,204 shares Expires 2029-02-15 F2 · derivative.exercise_date: These options vest in equal annual installments on each of the first four anniversaries of March 15, 2019, subject to the employee's continued employment through the applicable vesting date. Read SEC document |
| February 15, 2019 Filed Feb 28, 2019 17:27 UTC | Schneider National, Inc. SNDR · Entity 3807 | GrantClass B Common Stock | 4,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001692063-19-000049 · wf-form4_155139285751612.xml · nonDerivative · entry 1 Matheys Steven J. · CIK 0001699934 · Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 751,781 F1 · shares: Consists of restricted shares that vest in equal annual installments on each of the first four anniversaries of March 15, 2019, subject to the employee's continued employment through the applicable vesting date. Read SEC document |
| January 02, 2019 Filed Mar 18, 2019 18:16 UTC Amendment | Schneider National, Inc. SNDR · Entity 3807 | Tax withholdingClass B Common Stock | 1,810 | $18.67 | $33,792.70 |
DisclosureSEC source: 0001692063-19-000061 · wf-form4a_155294740348315.xml · nonDerivative · entry 1 Matheys Steven J. · CIK 0001699934 · Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 751,127 F1 · kind: Shares withheld to satisfy tax liabilities upon accelerated taxation due to retirement eligibility. F2 · shares: This transaction was inadvertently omitted from the reporting person's Form 4 filed on January 3, 2019, and the shares disposed of in the transaction were incorrectly included in the reporting person's holdings on subsequent filings. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 15:55 UTC | Schneider National, Inc. SNDR · Entity 3807 | Tax withholdingClass B Common Stock | 1,156 | $18.67 | $21,582.52 |
DisclosureSEC source: 0001692063-19-000009 · wf-form4_154654890831109.xml · nonDerivative · entry 1 Matheys Steven J. · CIK 0001699934 · Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 747,741 F1 · kind: Shares withheld to satisfy tax liabilities upon vesting. Read SEC document |
| September 04, 2018 Filed Sep 4, 2018 17:54 UTC Amendment | Schneider National, Inc. SNDR · Entity 3807 | SaleClass B Common Stock | 30,000 | $26.71 | $801,300.00 |
DisclosureSEC source: 0001692063-18-000168 · wf-form4a_153609808318044.xml · nonDerivative · entry 1 Matheys Steven J. · CIK 0001699934 · Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 748,897 F1 · balance_after: Amendment filed to reflect corrected amount of securities beneficially owned by Reporting Person from previously filed Form 4 on 9/4/2018 Read SEC document |
| September 04, 2018 Filed Sep 4, 2018 16:37 UTC | Schneider National, Inc. SNDR · Entity 3807 | SaleClass B Common Stock | 30,000 | $26.71 | $801,300.00 |
DisclosureSEC source: 0001692063-18-000166 · wf-form4_153609340869090.xml · nonDerivative · entry 1 Matheys Steven J. · CIK 0001699934 · Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 778,897 Read SEC document |
| August 02, 2018 Filed Aug 3, 2018 15:09 UTC | Schneider National, Inc. SNDR · Entity 3807 | SaleClass B Common Stock | 30,000 | $26.95 | $808,530.00 |
DisclosureSEC source: 0001692063-18-000157 · wf-form4_153332334320131.xml · nonDerivative · entry 1 Matheys Steven J. · CIK 0001699934 · Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 778,897 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 1, 2018. Read SEC document |
| May 22, 2018 Filed May 23, 2018 12:10 UTC | Schneider National, Inc. SNDR · Entity 3807 | Tax withholdingClass B Common Stock | 1,724 | $29.01 | $50,013.24 |
DisclosureSEC source: 0001692063-18-000125 · wf-form4_152709182171844.xml · nonDerivative · entry 1 Matheys Steven J. · CIK 0001699934 · Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 808,897 F1 · kind: Shares withheld to satisfy tax liabilities upon vesting. Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 17:00 UTC | Schneider National, Inc. SNDR · Entity 3807 | Tax withholdingClass B Common Stock | 1,739 | $27.09 | $47,109.51 |
DisclosureSEC source: 0001692063-18-000067 · wf-form4_152123403017961.xml · nonDerivative · entry 1 Matheys Steven J. · CIK 0001699934 · Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 808,897 F1 · kind: Shares withheld to satisfy tax liabilities upon vesting. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 16:22 UTC | Schneider National, Inc. SNDR · Entity 3807 | GrantEmployee Stock Option-Right To Buy · Derivative | 10,364 | $0.00 Strike: $26.81 | $0.00 |
DisclosureSEC source: 0001692063-18-000054 · wf-form4_151916171715103.xml · derivative · entry 3 Matheys Steven J. · CIK 0001699934 · Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,364 Underlying: Class B Common Stock · 10,364 shares Expires 2028-02-15 F3 · derivative.exercise_date: These options vest in equal annual installments on each of the first four anniversaries of March 15, 2018, subject to the employee's continued employment through the applicable vesting date. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 16:22 UTC | Schneider National, Inc. SNDR · Entity 3807 | GrantClass B Common Stock | 3,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001692063-18-000054 · wf-form4_151916171715103.xml · nonDerivative · entry 1 Matheys Steven J. · CIK 0001699934 · Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 810,636 F1 · shares: Consists of restricted shares that vest in equal annual installments on each of the first four anniversaries of March 15, 2018, subject to the employee's continued employment through the applicable vesting date. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 16:56 UTC | Schneider National, Inc. SNDR · Entity 3807 | Tax withholdingClass B Common Stock | 1,156 | $28.56 | $33,015.36 |
DisclosureSEC source: 0001692063-18-000008 · wf-form4_151501658706858.xml · nonDerivative · entry 1 Matheys Steven J. · CIK 0001699934 · Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 807,176 F1 · kind: Shares withheld to satisfy tax liabilities upon vesting. F2 · balance_after: The reporting person's share ownership has been updated as a result of the Company's internal audit of the beneficial ownership of the Company's Section 16(a) reporting officers. The Company's audit did not identify any violations of Section 16(b) of the Securities Exchange Act of 1934, as amended. To the extent the share ownership shown in this Form 4 is inconsistent with the ownership reported on previously filed forms, this Form 4 serves as an amendment to any such previously filed forms. Read SEC document |
| November 09, 2017 Filed Nov 13, 2017 09:10 UTC | Schneider National, Inc. SNDR · Entity 3807 | SaleClass B Common Stock | 62,500 | $24.20 | $1,512,500.00 |
DisclosureSEC source: 0001692063-17-000070 · wf-form4_151058219724640.xml · nonDerivative · entry 1 Matheys Steven J. · CIK 0001699934 · Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 816,014 Read SEC document |
| April 05, 2017 Filed May 12, 2017 21:29 UTC | Schneider National, Inc. SNDR · Entity 3807 | GrantEmployee Stock Option-Right to Buy · Derivative | 14,576 | $0.00 Strike: $19.00 | $0.00 |
DisclosureSEC source: 0000950157-17-000631 · form4.xml · derivative · entry 2 Matheys Steven J. · CIK 0001699934 · Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,576 Underlying: Class B Common Stock · 14,576 shares Expires 2027-04-05 F2 · derivative.exercise_date: These options vest in equal annual installments on each of the first four anniversaries of the grant date, which was April 5, 2017, subject to the employee's continued employment through the applicable vesting date. Read SEC document |
| April 05, 2017 Filed May 12, 2017 21:29 UTC | Schneider National, Inc. SNDR · Entity 3807 | GrantRestricted Shares | 4,888 | $0.00 | $0.00 |
DisclosureSEC source: 0000950157-17-000631 · form4.xml · nonDerivative · entry 1 Matheys Steven J. · CIK 0001699934 · Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 878,514 F1 · security: The restricted shares vest in equal annual installments on each of the first four anniversaries of the grant date, which was April 5, 2017, subject to the employee's continued employment through the applicable vesting date. 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.