Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FORWARD AIR CORPFWRD · Entity 5395 | Director | June 18, 2026 | June 22, 2026 |
| WARRIOR MET COAL, INC.HCC · Entity 3831 | CHIEF FINANCIAL OFFICER | February 09, 2026 | February 18, 2026 |
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.
FORWARD AIR CORP
Report date June 18, 2026 · Filed June 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,940 |
Reported balance
After 2026-06-18 transaction · row 1
1 source rowRow 1 · 2026-06-18 · Grant · Acquired 9,545 · Balance 22,940 F1: Represents restricted stock awarded under the Forward Air Corporation 2025 Non-Employee Director Stock Plan in a transaction exempt from Section 16(b) under Rule 16b-3. The stock fully vests on the earlier of (a) the day immediately prior to Forward Air Corporation's 2027 Annual Meeting of Stockholders or (b) the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock awarded under the Forward Air Corporation 2025 Non-Employee Director Stock Plan in a transaction exempt from Section 16(b) under Rule 16b-3. The stock fully vests on the earlier of (a) the day immediately prior to Forward Air Corporation's 2027 Annual Meeting of Stockholders or (b) the first anniversary of the grant date.
WARRIOR MET COAL, INC.
Report date February 09, 2026 · Filed February 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 187,601 |
Ending reported balance
After 2026-02-10 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-02-09 · Grant · Acquired 33,076 · Balance 201,282 F1: Represents the issuance of (i) 13,566 shares of common stock of the issuer earned pursuant to the performance-based restricted stock units ("RSUs") granted to the reporting person on February 8, 2023, (ii) 8,828 shares of common stock of the issuer earned pursuant to the performance-based RSUs granted to the reporting person on February 8, 2024, and (iii) 10,682 shares of common stock of the issuer earned pursuant to the performance-based RSUs granted to the reporting person on February 10, 2025, each based on the issuer's performance during the performance period from January 1, 2025 through December 31, 2025. This transaction is exempt from Section 16(b) of the Securities Exchange Act of 1934 pursuant to Rule 16b-3(d) thereunder. Row 2 · 2026-02-09 · Tax withholding · Disposed 14,671 · Balance 186,611 F2: Represents the withholding of shares for tax purposes. Row 3 · 2026-02-10 · Exercise / conversion · Acquired 1,780 · Balance 188,391 F3: Represents the vesting and settlement of time-based restricted stock units RSUs, which convert into common stock on a one-for-one basis. Row 4 · 2026-02-10 · Tax withholding · Disposed 790 · Balance 187,601 F2: Represents the withholding of shares for tax purposes. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,561 |
Reported balance
After 2026-02-10 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-02-10 · Exercise / conversion · Disposed 1,780 · Balance 3,561 F5: The RSUs were granted to the reporting person under the Warrior Met Coal, Inc. 2017 Equity Incentive Plan, and vest in equal installments on each of the first three anniversaries of February 10, 2025, the date of grant |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,472 |
Reported balance
Holding disclosure · report date 2026-02-09 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 1,472 F4: The RSUs were granted to the reporting person under the Warrior Met Coal, Inc. 2017 Equity Incentive Plan, and vest in equal installments on each of the first three anniversaries of February 8, 2024, the date of grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,211 |
Reported balance
Holding disclosure · report date 2026-02-09 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 3,211 F6: The RSUs were granted to the reporting person under the Warrior Met Coal, Inc. 2017 Equity Incentive Plan, and vest in equal installments on each of the first three anniversaries of February 9, 2026, the date of grant |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the issuance of (i) 13,566 shares of common stock of the issuer earned pursuant to the performance-based restricted stock units ("RSUs") granted to the reporting person on February 8, 2023, (ii) 8,828 shares of common stock of the issuer earned pursuant to the performance-based RSUs granted to the reporting person on February 8, 2024, and (iii) 10,682 shares of common stock of the issuer earned pursuant to the performance-based RSUs granted to the reporting person on February 10, 2025, each based on the issuer's performance during the performance period from January 1, 2025 through December 31, 2025. This transaction is exempt from Section 16(b) of the Securities Exchange Act of 1934 pursuant to Rule 16b-3(d) thereunder.
F2: Represents the withholding of shares for tax purposes.
F3: Represents the vesting and settlement of time-based restricted stock units RSUs, which convert into common stock on a one-for-one basis.
F4: The RSUs were granted to the reporting person under the Warrior Met Coal, Inc. 2017 Equity Incentive Plan, and vest in equal installments on each of the first three anniversaries of February 8, 2024, the date of grant.
F5: The RSUs were granted to the reporting person under the Warrior Met Coal, Inc. 2017 Equity Incentive Plan, and vest in equal installments on each of the first three anniversaries of February 10, 2025, the date of grant
F6: The RSUs were granted to the reporting person under the Warrior Met Coal, Inc. 2017 Equity Incentive Plan, and vest in equal installments on each of the first three anniversaries of February 9, 2026, the date of grant
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 |
|---|---|---|---|---|---|---|
| May 10, 2018 Filed May 31, 2018 19:50 UTC Amendment | WARRIOR MET COAL, INC. HCC · Entity 3831 | Tax withholdingCommon Stock | 921 | $26.45 | $24,360.45 |
DisclosureSEC source: 0001127602-18-019312 · form4a.xml · nonDerivative · entry 1 Boyles Dale W · CIK 0001419071 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,564 F1 · kind: Represents the withholding of shares for tax purposes. F2 · balance_after: Includes 12,552 shares of restricted stock granted to the reporting person on January 1, 2017 under the Warrior Met Coal, Inc. 2016 Equity Incentive Plan, which vest in equal installments on January 1, 2019, January 1, 2020, January 1, 2021 and January 1, 2022. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 20:57 UTC | WARRIOR MET COAL, INC. HCC · Entity 3831 | GrantRestricted Stock Units · Derivative | 3,266 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-010522 · form4.xml · derivative · entry 1 Boyles Dale W · CIK 0001419071 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,266 Underlying: Common Stock · 3,266 shares Expires not disclosed F1 · derivative.exercise_price: The restricted stock units were granted to the reporting person under the Warrior Met Coal, Inc. 2017 Equity Incentive Plan, and vest in equal installments on each of the first three anniversaries of March 5, 2018, the date of grant. F1 · derivative.exercise_date: The restricted stock units were granted to the reporting person under the Warrior Met Coal, Inc. 2017 Equity Incentive Plan, and vest in equal installments on each of the first three anniversaries of March 5, 2018, the date of grant. F1 · derivative.expiration_date: The restricted stock units were granted to the reporting person under the Warrior Met Coal, Inc. 2017 Equity Incentive Plan, and vest in equal installments on each of the first three anniversaries of March 5, 2018, the date of grant. Read SEC document |
| November 02, 2017 Filed Nov 7, 2017 01:55 UTC | WARRIOR MET COAL, INC. HCC · Entity 3831 | Tax withholdingCommon Stock | 8,582 | $26.78 | $229,825.96 |
DisclosureSEC source: 0000899243-17-025479 · doc4.xml · nonDerivative · entry 2 Boyles Dale W · CIK 0001419071 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,796 F2 · kind: Represents the withholding of shares for tax purposes. Read SEC document |
| November 02, 2017 Filed Nov 7, 2017 01:55 UTC | WARRIOR MET COAL, INC. HCC · Entity 3831 | GrantCommon Stock | 31,378 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-025479 · doc4.xml · nonDerivative · entry 1 Boyles Dale W · CIK 0001419071 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,378 F1 · kind: Represents the vesting of restricted stock upon the satisfaction of conditions outside of Mr. Boyles' control. Mr. Boyles was granted 15,689 shares of restricted stock on January 1, 2017 (the "Tranche B Shares") under the Warrior Met Coal, Inc. 2016 Equity Incentive Plan (the "2016 Plan") and 15,689 shares of restricted stock on January 1, 2017 (the "Tranche C Shares") under the 2016 Plan. Each of the Tranche B Shares and the Tranche C Shares vested and settled into shares of common stock on November 2, 2017. 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.