Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SAIA INCSAIA · Entity 3590 | Vice President of IT | February 10, 2017 | February 13, 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.
SAIA INC
Report date February 10, 2017 · Filed February 13, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,216.5 |
Ending reported balance
After 2017-02-10 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2017-02-10 · Sale · Disposed 6,042 · Balance 1,216.5 Row 2 · 2017-02-10 · Exercise / conversion · Acquired 6,570 · Balance 7,786.5 Row 3 · 2017-02-10 · Sale · Disposed 6,570 · Balance 1,216.5 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $31.50 · Expires 2021-02-03 | Direct | 0 |
Reported balance
After 2017-02-10 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-02-10 · Exercise / conversion · Disposed 6,570 · Balance 0 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $43.01 · Expires 2022-02-03 | Direct | 6,410 |
Reported balance
Holding disclosure · report date 2017-02-10 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 6,410 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.45 · Expires 2023-02-08 | Direct | 11,600 |
Reported balance
Holding disclosure · report date 2017-02-10 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 11,600 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $46.35 · Expires 2024-02-07 | Direct | 3,090 |
Reported balance
Holding disclosure · report date 2017-02-10 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 3,090 |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 13,486.056 |
Reported balance
Holding disclosure · report date 2017-02-10 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 13,486.056 F1: The conversion rate of this derivative security on February 10, 2017 is 1.2028 resulting in 16,220.38 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The conversion rate of this derivative security on February 10, 2017 is 1.2028 resulting in 16,220.38 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 |
|---|---|---|---|---|---|---|
| February 10, 2017 Filed Feb 13, 2017 21:43 UTC | SAIA INC SAIA · Entity 3590 | Exercise / conversionStock Options (Right to Buy) · Derivative | 6,570 | $31.50 Strike: $31.50 | $206,955.00 |
DisclosureSEC source: 0001562180-17-000630 · primarydocument.xml · derivative · entry 4 Robinson Mark H · CIK 0001337176 · Vice President of IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,570 shares Expires 2021-02-03 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 |
| February 10, 2017 Filed Feb 13, 2017 21:43 UTC | SAIA INC SAIA · Entity 3590 | SaleCommon Stock | 6,570 | $48.00 | $315,360.00 |
DisclosureSEC source: 0001562180-17-000630 · primarydocument.xml · nonDerivative · entry 3 Robinson Mark H · CIK 0001337176 · Vice President of IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,216.5 Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 21:43 UTC | SAIA INC SAIA · Entity 3590 | Exercise / conversionCommon Stock | 6,570 | $31.50 | $206,955.00 |
DisclosureSEC source: 0001562180-17-000630 · primarydocument.xml · nonDerivative · entry 2 Robinson Mark H · CIK 0001337176 · Vice President of IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,786.5 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 |
| February 10, 2017 Filed Feb 13, 2017 21:43 UTC | SAIA INC SAIA · Entity 3590 | SaleCommon Stock | 6,042 | $48.00 | $290,016.00 |
DisclosureSEC source: 0001562180-17-000630 · primarydocument.xml · nonDerivative · entry 1 Robinson Mark H · CIK 0001337176 · Vice President of IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,216.5 Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 21:07 UTC | SAIA INC SAIA · Entity 3590 | GrantStock Options (Right to Buy) · Derivative | 3,090 | $0.00 Strike: $46.35 | $0.00 |
DisclosureSEC source: 0001562180-17-000597 · primarydocument.xml · derivative · entry 5 Robinson Mark H · CIK 0001337176 · Vice President of IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,090 Underlying: Common Stock · 3,090 shares Expires 2024-02-07 Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 21:07 UTC | SAIA INC SAIA · Entity 3590 | Tax withholdingCommon Stock | 2,275 | $46.35 | $105,446.25 |
DisclosureSEC source: 0001562180-17-000597 · primarydocument.xml · nonDerivative · entry 4 Robinson Mark H · CIK 0001337176 · Vice President of IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,258.5 F4 · shares: Shares withheld at officer's election to cover tax liabilities incurred in connection with the vesting of restricted shares awarded in February 2012. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 21:07 UTC | SAIA INC SAIA · Entity 3590 | Tax withholdingCommon Stock | 750 | $46.35 | $34,762.50 |
DisclosureSEC source: 0001562180-17-000597 · primarydocument.xml · nonDerivative · entry 3 Robinson Mark H · CIK 0001337176 · Vice President of IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,533.5 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 1/1/14-12/31/16 performance period. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 21:07 UTC | SAIA INC SAIA · Entity 3590 | GrantCommon Stock | 2,248 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-000597 · primarydocument.xml · nonDerivative · entry 2 Robinson Mark H · CIK 0001337176 · Vice President of IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,283.5 F2 · shares: Issuance of Performance Unit Awards under the 2011 Omnibus Incentive Plan for the 1/1/14-12/31/16 performance period. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 21:07 UTC | SAIA INC SAIA · Entity 3590 | GrantCommon Stock | 1,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-000597 · primarydocument.xml · nonDerivative · entry 1 Robinson Mark H · CIK 0001337176 · Vice President of IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,035.5 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 |
| November 03, 2016 Filed Nov 7, 2016 22:21 UTC | SAIA INC SAIA · Entity 3590 | Exercise / conversionStock Options (Right to buy) · Derivative | 9,510 | $0.00 Strike: $27.28 | $0.00 |
DisclosureSEC source: 0001562180-16-003413 · primarydocument.xml · derivative · entry 3 Robinson Mark H · CIK 0001337176 · Vice President of IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,510 shares Expires 2020-04-29 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 |
| November 03, 2016 Filed Nov 7, 2016 22:21 UTC | SAIA INC SAIA · Entity 3590 | SaleCommon Stock | 9,510 | $35.53 | $337,918.83 |
DisclosureSEC source: 0001562180-16-003413 · primarydocument.xml · nonDerivative · entry 2 Robinson Mark H · CIK 0001337176 · Vice President of IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,818.5 Read SEC document |
| November 03, 2016 Filed Nov 7, 2016 22:21 UTC | SAIA INC SAIA · Entity 3590 | Exercise / conversionCommon Stock | 9,510 | $27.28 | $259,432.80 |
DisclosureSEC source: 0001562180-16-003413 · primarydocument.xml · nonDerivative · entry 1 Robinson Mark H · CIK 0001337176 · Vice President of IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,328.5 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 |
| October 28, 2016 Filed Nov 1, 2016 20:03 UTC | SAIA INC SAIA · Entity 3590 | SaleCommon Stock | 9,783 | $34.52 | $337,756.12 |
DisclosureSEC source: 0001562180-16-003318 · primarydocument.xml · nonDerivative · entry 1 Robinson Mark H · CIK 0001337176 · Vice President of IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,818.5 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.