Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bloomin' Brands, Inc.BLMN · Entity 5085 | Director | April 22, 2026 | April 24, 2026 |
| Proficient Auto Logistics, IncPAL · Entity 6563 | Director | August 13, 2026 | August 15, 2026 |
| SAIA INCSAIA · Entity 3590 | EVP IT and CIO | February 07, 2025 | February 11, 2025 |
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.
Bloomin' Brands, Inc.
Report date April 22, 2026 · Filed April 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,902.085 |
Reported balance
After 2026-04-22 transaction · row 1
1 source rowRow 1 · 2026-04-22 · Exercise / conversion · Acquired 19,746 · Balance 49,902.085 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 23,485 |
Reported balance
After 2026-04-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-22 · Grant · Acquired 23,485 · Balance 23,485 F1: Each restricted stock unit ("RSU") represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit. F2: These RSUs, in the original grant amount of 23,485, will fully vest immediately prior to the issuer's annual meeting of stockholders in 2027. F3: This field is not applicable. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-04-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-22 · Exercise / conversion · Disposed 19,746 · Balance 0 F1: Each restricted stock unit ("RSU") represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit. F4: These RSUs, in the original grant amount of 19,746, fully vested immediately prior to the issuer's annual meeting of stockholders in 2026. F3: This field is not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit.
F2: These RSUs, in the original grant amount of 23,485, will fully vest immediately prior to the issuer's annual meeting of stockholders in 2027.
F3: This field is not applicable.
F4: These RSUs, in the original grant amount of 19,746, fully vested immediately prior to the issuer's annual meeting of stockholders in 2026.
Proficient Auto Logistics, Inc
Report date August 13, 2026 · Filed August 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 71,903 |
Ending reported balance
After 2026-08-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-13 · Purchase · Acquired 40,000 · Balance 61,903 F1: This transaction was executed in multiple trades at prices ranging from $5.41 to $5.44, inclusive. The price reported above reflects the weighted average sale price. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate sale price. Row 2 · 2026-08-14 · Purchase · Acquired 10,000 · Balance 71,903 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $5.41 to $5.44, inclusive. The price reported above reflects the weighted average sale price. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate sale price.
SAIA INC
Report date February 07, 2025 · Filed February 11, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,057 |
Ending reported balance
After 2025-02-10 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2025-02-07 · Grant · Acquired 898 · Balance 9,450 F1: Issuance of Performance Unit Awards under the 2018 Omnibus Incentive Plan for the 1/1/22-12/31/24 performance period. Row 2 · 2025-02-07 · Tax withholding · Disposed 267 · Balance 9,183 F2: Shares withheld at officer's election to cover tax liabilities incurred upon the issuance of Performance Unit Awards under the 2018 Omnibus Incentive Plan for the 1/1/22-12/31/24 performance period. Row 3 · 2025-02-07 · Tax withholding · Disposed 75 · Balance 9,108 F3: Shares withheld at officer's election to cover tax liabilities incurred in connection with the vesting of restricted shares awarded in February 2022. Row 4 · 2025-02-10 · Tax withholding · Disposed 51 · Balance 9,057 F4: Shares withheld at officer's election to cover tax liabilities incurred in connection with the vesting of restricted shares awarded in February 2023. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 6,538.556 |
Reported balance
Holding disclosure · report date 2025-02-07 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 6,538.556 F5: The conversion rate of this derivative security on February 7, 2025 is 1.1301 resulting in 7,389.307 shares of common stock (underlying security in column 7). F6: Immediate F7: 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. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $277.86 · Expires 2029-02-07 | Direct | 180 |
Reported balance
Holding disclosure · report date 2025-02-07 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 180 F8: Stock Options granted as part of the long-term incentive program approved by the Compensation Committee. One-third of the award vests each year on the anniversary of the grant date. |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $100.20 · Expires 2027-02-06 | Direct | 1,480 |
Reported balance
Holding disclosure · report date 2025-02-07 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 1,480 F8: Stock Options granted as part of the long-term incentive program approved by the Compensation Committee. One-third of the award vests each year on the anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Issuance of Performance Unit Awards under the 2018 Omnibus Incentive Plan for the 1/1/22-12/31/24 performance period.
F2: Shares withheld at officer's election to cover tax liabilities incurred upon the issuance of Performance Unit Awards under the 2018 Omnibus Incentive Plan for the 1/1/22-12/31/24 performance period.
F3: Shares withheld at officer's election to cover tax liabilities incurred in connection with the vesting of restricted shares awarded in February 2022.
F4: Shares withheld at officer's election to cover tax liabilities incurred in connection with the vesting of restricted shares awarded in February 2023.
F5: The conversion rate of this derivative security on February 7, 2025 is 1.1301 resulting in 7,389.307 shares of common stock (underlying security in column 7).
F6: Immediate
F7: 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.
F8: Stock Options granted as part of the long-term incentive program approved by the Compensation Committee. One-third of the award vests each year on the anniversary of the grant 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 |
|---|---|---|---|---|---|---|
| February 08, 2023 Filed Feb 10, 2023 21:23 UTC | SAIA INC SAIA · Entity 3590 | GrantCommon Stock | 509 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-001249 · primarydocument.xml · nonDerivative · entry 1 Lal Rohit · CIK 0001901836 · VP Information Technology, CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,615 F1 · shares: Restricted shares granted as part of the long-term incentive program approved by the Compensation Committee. One-third of the restricted stock award vests each year on the anniversary of the grant date. Read SEC document |
| February 06, 2023 Filed Feb 8, 2023 22:11 UTC | SAIA INC SAIA · Entity 3590 | Tax withholdingCommon Stock | 148 | $293.67 | $43,463.16 |
DisclosureSEC source: 0001562180-23-001127 · primarydocument.xml · nonDerivative · entry 1 Lal Rohit · CIK 0001901836 · VP Information Technology, CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,106 F1 · shares: Shares withheld at officer's election to cover tax liabilities incurred in connection with the vesting of restricted shares awarded in February 2020. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 21:56 UTC | SAIA INC SAIA · Entity 3590 | GrantStock Options (Right to Buy) · Derivative | 540 | $0.00 Strike: $277.86 | $0.00 |
DisclosureSEC source: 0001562180-22-001265 · primarydocument.xml · derivative · entry 4 Lal Rohit · CIK 0001901836 · VP Information Technology, CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 540 Underlying: Common Stock · 540 shares Expires 2029-02-07 F4 · derivative.exercise_date: Stock Options granted as part of the long-term incentive program approved by the Compensation Committee. One-third of the award vests each year on the anniversary of the grant date. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 21:56 UTC | SAIA INC SAIA · Entity 3590 | Tax withholdingCommon Stock | 727 | $277.86 | $202,004.22 |
DisclosureSEC source: 0001562180-22-001265 · primarydocument.xml · nonDerivative · entry 3 Lal Rohit · CIK 0001901836 · VP Information Technology, CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,254 F3 · shares: Shares withheld at officer's election to cover tax liabilities incurred upon the issuance of Performance Unit Awards under the 2018 Omnibus Incentive Plan for the 1/1/19-12/31/21 performance period. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 21:56 UTC | SAIA INC SAIA · Entity 3590 | GrantCommon Stock | 224 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-001265 · primarydocument.xml · nonDerivative · entry 2 Lal Rohit · CIK 0001901836 · VP Information Technology, CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,981 F2 · 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 07, 2022 Filed Feb 9, 2022 21:56 UTC | SAIA INC SAIA · Entity 3590 | GrantCommon Stock | 2,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-001265 · primarydocument.xml · nonDerivative · entry 1 Lal Rohit · CIK 0001901836 · VP Information Technology, CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,757 F1 · shares: Issuance of Performance Unit Awards under the 2018 Omnibus Incentive Plan for the 1/1/19-12/31/21 performance period. 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.