Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SAIA INCSAIA · Entity 3590 | Vice President Human Resources | February 07, 2019 | February 12, 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.
SAIA INC
Report date February 07, 2019 · Filed February 12, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,636 |
Ending reported balance
After 2019-02-07 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2019-02-07 · Grant · Acquired 738 · Balance 2,075 F1: Restricted shares granted as part of the long-term incentive program approved by the Compensation Committee. The restricted stock award cliff vests in year three. Row 2 · 2019-02-07 · Grant · Acquired 5,110 · Balance 7,185 F2: Issuance of Performance Unit Awards under the 2011 Omnibus Incentive Plan for the 1/1/16-12/31/18 performance period. Row 3 · 2019-02-07 · Tax withholding · Disposed 1,549 · Balance 5,636 F3: 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. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $66.03 · Expires 2026-02-07 | Direct | 2,260 |
Reported balance
After 2019-02-07 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-02-07 · Grant · Acquired 2,260 · Balance 2,260 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $73.35 · Expires 2025-02-06 | Direct | 1,580 |
Reported balance
Holding disclosure · report date 2019-02-07 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 1,580 |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.45 · Expires 2023-02-08 | Direct | 7,390 |
Reported balance
Holding disclosure · report date 2019-02-07 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 7,390 |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $46.35 · Expires 2024-02-07 | Direct | 1,970 |
Reported balance
Holding disclosure · report date 2019-02-07 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 1,970 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted shares granted as part of the long-term incentive program approved by the Compensation Committee. The restricted stock award cliff vests in year three.
F2: Issuance of Performance Unit Awards under the 2011 Omnibus Incentive Plan for the 1/1/16-12/31/18 performance period.
F3: 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.
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 07, 2019 Filed Feb 12, 2019 00:06 UTC | SAIA INC SAIA · Entity 3590 | GrantStock Options (Right to Buy) · Derivative | 2,260 | $0.00 Strike: $66.03 | $0.00 |
DisclosureSEC source: 0001562180-19-000889 · primarydocument.xml · derivative · entry 4 RICHARD MICHELLE · CIK 0001713618 · Vice President Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,260 Underlying: Common Stock · 2,260 shares Expires 2026-02-07 Read SEC document |
| February 07, 2019 Filed Feb 12, 2019 00:06 UTC | SAIA INC SAIA · Entity 3590 | Tax withholdingCommon Stock | 1,549 | $66.03 | $102,280.47 |
DisclosureSEC source: 0001562180-19-000889 · primarydocument.xml · nonDerivative · entry 3 RICHARD MICHELLE · CIK 0001713618 · Vice President Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,636 F3 · 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 00:06 UTC | SAIA INC SAIA · Entity 3590 | GrantCommon Stock | 5,110 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-000889 · primarydocument.xml · nonDerivative · entry 2 RICHARD MICHELLE · CIK 0001713618 · Vice President Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,185 F2 · 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 |
| February 07, 2019 Filed Feb 12, 2019 00:06 UTC | SAIA INC SAIA · Entity 3590 | GrantCommon Stock | 738 | $66.03 | $48,730.14 |
DisclosureSEC source: 0001562180-19-000889 · primarydocument.xml · nonDerivative · entry 1 RICHARD MICHELLE · CIK 0001713618 · Vice President Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,075 F1 · shares: Restricted shares granted as part of the long-term incentive program approved by the Compensation Committee. The restricted stock award cliff vests in year three. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 21:03 UTC | SAIA INC SAIA · Entity 3590 | GrantStock Options (Right to Buy) · Derivative | 1,580 | $0.00 Strike: $73.35 | $0.00 |
DisclosureSEC source: 0001562180-18-000665 · primarydocument.xml · derivative · entry 4 RICHARD MICHELLE · CIK 0001713618 · Vice President Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,580 Underlying: Common Stock · 1,580 shares Expires 2025-02-06 Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 21:03 UTC | SAIA INC SAIA · Entity 3590 | GrantCommon Stock | 562 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-000665 · primarydocument.xml · nonDerivative · entry 1 RICHARD MICHELLE · CIK 0001713618 · Vice President Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,337 F1 · shares: Restricted shares granted as part of the long-term incentive program approved by the Compensation Committee. The restricted stock award cliff vests in year three. 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.