Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SAIA INCSAIA · Entity 3590 | Executive VP of Operations | March 01, 2018 | March 06, 2018 |
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 March 01, 2018 · Filed March 06, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 905.501 |
Reported balance
After 2018-03-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-03-01 · Grant · Acquired 595.267 · Balance 905.501 F1: The conversion rate of this derivative security on March 1, 2018 is 1.1833 resulting in 1,071.510 shares of common stock (underlying security in column 7). F2: Immediate F3: The shares of phantom stock become payable in the Company's common stock upon reporting person's termination of service as an employee, in accordance with the terms of the Plan. |
| Common StockSEC Table I · non-derivative | Direct | 4,445 |
Reported balance
Holding disclosure · report date 2018-03-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 4,445 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $73.35 · Expires 2025-02-06 | Direct | 2,300 |
Reported balance
Holding disclosure · report date 2018-03-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 2,300 |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $46.35 · Expires 2024-02-07 | Direct | 1,740 |
Reported balance
Holding disclosure · report date 2018-03-01 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 1,740 |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.45 · Expires 2023-02-09 | Direct | 6,060 |
Reported balance
Holding disclosure · report date 2018-03-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 6,060 |
Filing footnotes · ownership attribution and instrument terms
F1: The conversion rate of this derivative security on March 1, 2018 is 1.1833 resulting in 1,071.510 shares of common stock (underlying security in column 7).
F2: Immediate
F3: The shares of phantom stock become payable in the Company's common stock upon reporting person's termination of service as an employee, in accordance with the terms of the Plan.
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 |
|---|---|---|---|---|---|---|
| March 01, 2018 Filed Mar 6, 2018 01:24 UTC | SAIA INC SAIA · Entity 3590 | GrantPhantom Stock · Derivative | 595.267 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-001469 · primarydocument.xml · derivative · entry 2 THOMPSON CRAIG A · CIK 0001713557 · Executive VP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 905.501 Underlying: Common Stock · 595.267 shares Expires not disclosed F1 · derivative.exercise_price: The conversion rate of this derivative security on March 1, 2018 is 1.1833 resulting in 1,071.510 shares of common stock (underlying security in column 7). F2 · derivative.exercise_date: Immediate F3 · derivative.expiration_date: The shares of phantom stock become payable in the Company's common stock upon reporting person's termination of service as an employee, in accordance with the terms of the Plan. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 21:03 UTC | SAIA INC SAIA · Entity 3590 | GrantStock Options (Right to Buy) · Derivative | 2,300 | $0.00 Strike: $73.35 | $0.00 |
DisclosureSEC source: 0001562180-18-000666 · primarydocument.xml · derivative · entry 2 THOMPSON CRAIG A · CIK 0001713557 · Executive VP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,300 Underlying: Common Stock · 2,300 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 | 818 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-000666 · primarydocument.xml · nonDerivative · entry 1 THOMPSON CRAIG A · CIK 0001713557 · Executive VP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,445 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 |
| August 01, 2017 Filed Aug 2, 2017 20:59 UTC | SAIA INC SAIA · Entity 3590 | GrantCommon Stock | 2,944 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-002584 · primarydocument.xml · nonDerivative · entry 1 THOMPSON CRAIG A · CIK 0001713557 · Executive VP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,627 F1 · shares: Restricted shares granted as part of the long-term incentive program approved by the Compensation Committee. The restricted stock award vests 25% in year three, 25% in year four and 50% in year five. 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.