Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Schneider National, Inc.SNDR · Entity 3807 | 10% owner | April 11, 2017 | April 12, 2017 |
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 April 11, 2017 · Filed April 12, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | IndirectBy Trusts | 1,449,320 |
Reported balance
After 2017-04-11 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2017-04-11 · Other · Acquired 83,910 · Balance 1,449,320 F1: Reflects the division of certain trusts as a result of which the reporting person serves as co-trustee of the trusts holding such shares for the benefit of the reporting person and his descendants. |
| Class A Common StockSEC Table II · derivative / convertible security | IndirectSee Footnote 2. | 16,605,900 |
Reported balance
After 2017-04-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-04-11 · Other · Acquired 9,600,000 · Balance 16,605,900 F2: The reporting person's interest in the Class A Common Stock is represented by trust certificates issued by the Schneider National, Inc. Voting Trust and held by the reporting person. Each share of Class A Common Stock will automatically convert into a share of Class B Common Stock on a one-for-one basis upon any transfer of such share of Class A Common Stock in exchange for a trust certificate representing such share, and has no expiration date. F1: Reflects the division of certain trusts as a result of which the reporting person serves as co-trustee of the trusts holding such shares for the benefit of the reporting person and his descendants. |
| Class B Common StockSEC Table I · non-derivative | Direct | 3,181,050 |
Reported balance
Holding disclosure · report date 2017-04-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,181,050 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the division of certain trusts as a result of which the reporting person serves as co-trustee of the trusts holding such shares for the benefit of the reporting person and his descendants.
F2: The reporting person's interest in the Class A Common Stock is represented by trust certificates issued by the Schneider National, Inc. Voting Trust and held by the reporting person. Each share of Class A Common Stock will automatically convert into a share of Class B Common Stock on a one-for-one basis upon any transfer of such share of Class A Common Stock in exchange for a trust certificate representing such share, and has no expiration date.
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 |
|---|---|---|---|---|---|---|
| April 11, 2017 Filed Apr 12, 2017 21:10 UTC | Schneider National, Inc. SNDR · Entity 3807 | OtherClass A Common Stock · Derivative | 9,600,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-17-000335 · edgar.xml · derivative · entry 3 Schneider Thomas j · CIK 0001701080 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote 2. Disclosed balance after: 16,605,900 Underlying: Class B Common Stock · 9,600,000 shares Expires not disclosed F2 · derivative.exercise_price: The reporting person's interest in the Class A Common Stock is represented by trust certificates issued by the Schneider National, Inc. Voting Trust and held by the reporting person. Each share of Class A Common Stock will automatically convert into a share of Class B Common Stock on a one-for-one basis upon any transfer of such share of Class A Common Stock in exchange for a trust certificate representing such share, and has no expiration date. F1 · kind: Reflects the division of certain trusts as a result of which the reporting person serves as co-trustee of the trusts holding such shares for the benefit of the reporting person and his descendants. F2 · derivative.exercise_date: The reporting person's interest in the Class A Common Stock is represented by trust certificates issued by the Schneider National, Inc. Voting Trust and held by the reporting person. Each share of Class A Common Stock will automatically convert into a share of Class B Common Stock on a one-for-one basis upon any transfer of such share of Class A Common Stock in exchange for a trust certificate representing such share, and has no expiration date. F2 · derivative.expiration_date: The reporting person's interest in the Class A Common Stock is represented by trust certificates issued by the Schneider National, Inc. Voting Trust and held by the reporting person. Each share of Class A Common Stock will automatically convert into a share of Class B Common Stock on a one-for-one basis upon any transfer of such share of Class A Common Stock in exchange for a trust certificate representing such share, and has no expiration date. Read SEC document |
| April 11, 2017 Filed Apr 12, 2017 21:10 UTC | Schneider National, Inc. SNDR · Entity 3807 | OtherClass B Common Stock | 83,910 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-17-000335 · edgar.xml · nonDerivative · entry 1 Schneider Thomas j · CIK 0001701080 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 1,449,320 F1 · kind: Reflects the division of certain trusts as a result of which the reporting person serves as co-trustee of the trusts holding such shares for the benefit of the reporting person and his descendants. Read SEC document |
| April 05, 2017 Filed Apr 7, 2017 20:39 UTC | Schneider National, Inc. SNDR · Entity 3807 | SaleClass B Common Stock | 3,685,000 | $19.00 | $70,015,000.00 |
DisclosureSEC source: 0000892712-17-000326 · edgar.xml · nonDerivative · entry 1 Schneider Thomas j · CIK 0001701080 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,365,410 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.