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person · Reporting owner

HOLZGREFE FREDERICK J III

Disclosed activity across 1 company

Tapewire entity
46986
SEC CIK
0001618555

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
SAIA INCSAIA · Entity 3590President & CEOMay 13, 2026May 15, 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.

SAIA INC

Report date May 13, 2026 · Filed May 15, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectBy LLC0 Reported balance After 2026-05-13 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 1 · 2026-05-13 · Other · Disposed 10,000 · Balance 0

F1: On May 13, 2026, in accordance with the Reporting Person's estate planning strategy, the Reporting Person transferred a 98% non-voting interest in TCCE Global, LLC (the "LLC"), holding 10,000 shares of Saia, Inc. common stock (the "Shares"), to the Holzgrefe 2025 Family Trust (the "Trust") in exchange for a promissory note. The Reporting Person serves as the manager of the LLC, and the Reporting Person and his wife own all of the outstanding voting interests of the LLC. The Reporting Person serves as the trustee of the Trust and the Reporting Person, his wife and their children are the beneficiaries of the Trust. The Reporting Person disclaims beneficial ownership of the Shares except to the extent of his pecuniary interest therein.

Common StockSEC Table I · non-derivativeIndirectBy Trust10,000 Reported balance After 2026-05-13 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 2 · 2026-05-13 · Other · Acquired 10,000 · Balance 10,000

F1: On May 13, 2026, in accordance with the Reporting Person's estate planning strategy, the Reporting Person transferred a 98% non-voting interest in TCCE Global, LLC (the "LLC"), holding 10,000 shares of Saia, Inc. common stock (the "Shares"), to the Holzgrefe 2025 Family Trust (the "Trust") in exchange for a promissory note. The Reporting Person serves as the manager of the LLC, and the Reporting Person and his wife own all of the outstanding voting interests of the LLC. The Reporting Person serves as the trustee of the Trust and the Reporting Person, his wife and their children are the beneficiaries of the Trust. The Reporting Person disclaims beneficial ownership of the Shares except to the extent of his pecuniary interest therein.

Common StockSEC Table I · non-derivativeDirect12,743 Reported balance Holding disclosure · report date 2026-05-13 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 12,743

Phantom StockSEC Table II · derivative / convertible securityDirect7,240.255 Reported balance Holding disclosure · report date 2026-05-13 · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · Balance 7,240.255

F2: The conversion rate of this derivative security on May 13, 2026 is 1.1461 resulting in 8,298.037 shares of common stock (underlying security in column 7).

F3: Immediate

F4: 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: On May 13, 2026, in accordance with the Reporting Person's estate planning strategy, the Reporting Person transferred a 98% non-voting interest in TCCE Global, LLC (the "LLC"), holding 10,000 shares of Saia, Inc. common stock (the "Shares"), to the Holzgrefe 2025 Family Trust (the "Trust") in exchange for a promissory note. The Reporting Person serves as the manager of the LLC, and the Reporting Person and his wife own all of the outstanding voting interests of the LLC. The Reporting Person serves as the trustee of the Trust and the Reporting Person, his wife and their children are the beneficiaries of the Trust. The Reporting Person disclaims beneficial ownership of the Shares except to the extent of his pecuniary interest therein.

F2: The conversion rate of this derivative security on May 13, 2026 is 1.1461 resulting in 8,298.037 shares of common stock (underlying security in column 7).

F3: Immediate

F4: 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
May 13, 2026 Filed May 15, 2026 20:06 UTC SAIA INC SAIA · Entity 3590 OtherCommon Stock 10,000 $431.42 $4,314,200.00
Disclosure

SEC source: 0001618555-26-000006 · primarydocument.xml · nonDerivative · entry 2

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 10,000

F1 · kind: On May 13, 2026, in accordance with the Reporting Person's estate planning strategy, the Reporting Person transferred a 98% non-voting interest in TCCE Global, LLC (the "LLC"), holding 10,000 shares of Saia, Inc. common stock (the "Shares"), to the Holzgrefe 2025 Family Trust (the "Trust") in exchange for a promissory note. The Reporting Person serves as the manager of the LLC, and the Reporting Person and his wife own all of the outstanding voting interests of the LLC. The Reporting Person serves as the trustee of the Trust and the Reporting Person, his wife and their children are the beneficiaries of the Trust. The Reporting Person disclaims beneficial ownership of the Shares except to the extent of his pecuniary interest therein.

F1 · ownership.nature: On May 13, 2026, in accordance with the Reporting Person's estate planning strategy, the Reporting Person transferred a 98% non-voting interest in TCCE Global, LLC (the "LLC"), holding 10,000 shares of Saia, Inc. common stock (the "Shares"), to the Holzgrefe 2025 Family Trust (the "Trust") in exchange for a promissory note. The Reporting Person serves as the manager of the LLC, and the Reporting Person and his wife own all of the outstanding voting interests of the LLC. The Reporting Person serves as the trustee of the Trust and the Reporting Person, his wife and their children are the beneficiaries of the Trust. The Reporting Person disclaims beneficial ownership of the Shares except to the extent of his pecuniary interest therein.

Read SEC document
May 13, 2026 Filed May 15, 2026 20:06 UTC SAIA INC SAIA · Entity 3590 OtherCommon Stock 10,000 $431.42 $4,314,200.00
Disclosure

SEC source: 0001618555-26-000006 · primarydocument.xml · nonDerivative · entry 1

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 0

F1 · kind: On May 13, 2026, in accordance with the Reporting Person's estate planning strategy, the Reporting Person transferred a 98% non-voting interest in TCCE Global, LLC (the "LLC"), holding 10,000 shares of Saia, Inc. common stock (the "Shares"), to the Holzgrefe 2025 Family Trust (the "Trust") in exchange for a promissory note. The Reporting Person serves as the manager of the LLC, and the Reporting Person and his wife own all of the outstanding voting interests of the LLC. The Reporting Person serves as the trustee of the Trust and the Reporting Person, his wife and their children are the beneficiaries of the Trust. The Reporting Person disclaims beneficial ownership of the Shares except to the extent of his pecuniary interest therein.

F1 · ownership.nature: On May 13, 2026, in accordance with the Reporting Person's estate planning strategy, the Reporting Person transferred a 98% non-voting interest in TCCE Global, LLC (the "LLC"), holding 10,000 shares of Saia, Inc. common stock (the "Shares"), to the Holzgrefe 2025 Family Trust (the "Trust") in exchange for a promissory note. The Reporting Person serves as the manager of the LLC, and the Reporting Person and his wife own all of the outstanding voting interests of the LLC. The Reporting Person serves as the trustee of the Trust and the Reporting Person, his wife and their children are the beneficiaries of the Trust. The Reporting Person disclaims beneficial ownership of the Shares except to the extent of his pecuniary interest therein.

Read SEC document
May 11, 2026 Filed May 13, 2026 20:04 UTC SAIA INC SAIA · Entity 3590 GiftCommon Stock 10,000 $0.00 $0.00
Disclosure

SEC source: 0001618555-26-000005 · primarydocument.xml · nonDerivative · entry 2

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 10,000

F1 · kind: On May 11, 2026, in accordance with the Reporting Person's estate planning strategy, the Reporting Person contributed 10,000 directly owned shares of Saia, Inc. common stock to TCCE Global, LLC (the "LLC"). The Reporting Person serves as the manager of the LLC, and the Reporting Person and his wife own all of the outstanding voting interests of the LLC.

F1 · ownership.nature: On May 11, 2026, in accordance with the Reporting Person's estate planning strategy, the Reporting Person contributed 10,000 directly owned shares of Saia, Inc. common stock to TCCE Global, LLC (the "LLC"). The Reporting Person serves as the manager of the LLC, and the Reporting Person and his wife own all of the outstanding voting interests of the LLC.

Read SEC document
May 11, 2026 Filed May 13, 2026 20:04 UTC SAIA INC SAIA · Entity 3590 GiftCommon Stock 10,000 $0.00 $0.00
Disclosure

SEC source: 0001618555-26-000005 · primarydocument.xml · nonDerivative · entry 1

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,743

F1 · kind: On May 11, 2026, in accordance with the Reporting Person's estate planning strategy, the Reporting Person contributed 10,000 directly owned shares of Saia, Inc. common stock to TCCE Global, LLC (the "LLC"). The Reporting Person serves as the manager of the LLC, and the Reporting Person and his wife own all of the outstanding voting interests of the LLC.

Read SEC document
February 13, 2026 Filed Feb 17, 2026 22:30 UTC SAIA INC SAIA · Entity 3590 OtherPhantom Stock · Derivative 104.741 $461.53 $48,341.11
Disclosure

SEC source: 0001618555-26-000004 · primarydocument.xml · derivative · entry 3

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,240.255

Underlying: Common Stock · 104.741 shares

Expires not disclosed

F3 · derivative.exercise_price: The conversion rate of this derivative security on February 13, 2026 is 1.1534 resulting in 8,350.974 shares of common stock (underlying security in column 7).

F4 · derivative.exercise_date: Immediate

F5 · 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 13, 2026 Filed Feb 17, 2026 22:30 UTC SAIA INC SAIA · Entity 3590 SaleCommon Stock 4,775 $388.80 $1,856,535.28
Disclosure

SEC source: 0001618555-26-000004 · primarydocument.xml · nonDerivative · entry 2

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,743

F2 · price: This transaction was executed in multiple trades at prices ranging from $388.005 USD to $389.630 USD; the price reported above reflects the weighted average sale price.

Read SEC document
February 12, 2026 Filed Feb 17, 2026 22:30 UTC SAIA INC SAIA · Entity 3590 GrantCommon Stock 6,594 $0.00 $0.00
Disclosure

SEC source: 0001618555-26-000004 · primarydocument.xml · nonDerivative · entry 1

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,518

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 09, 2026 Filed Feb 10, 2026 21:10 UTC SAIA INC SAIA · Entity 3590 Tax withholdingCommon Stock 3,836 $409.60 $1,571,225.60
Disclosure

SEC source: 0001618555-26-000003 · primarydocument.xml · nonDerivative · entry 4

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,924

F4 · 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 1/1/23-12/31/25 performance period.

Read SEC document
February 09, 2026 Filed Feb 10, 2026 21:10 UTC SAIA INC SAIA · Entity 3590 Tax withholdingCommon Stock 698 $409.60 $285,900.80
Disclosure

SEC source: 0001618555-26-000003 · primarydocument.xml · nonDerivative · entry 3

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,760

F3 · shares: Shares withheld at officer's election to cover tax liabilities incurred in connection with the vesting of restricted shares awarded in February 2023.

Read SEC document
February 09, 2026 Filed Feb 10, 2026 21:10 UTC SAIA INC SAIA · Entity 3590 GrantCommon Stock 8,611 $0.00 $0.00
Disclosure

SEC source: 0001618555-26-000003 · primarydocument.xml · nonDerivative · entry 2

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,458

F2 · shares: Issuance of Performance Unit Awards under the 2018 Omnibus Incentive Plan for the 1/1/23-12/31/25 performance period.

Read SEC document
February 06, 2026 Filed Feb 10, 2026 21:10 UTC SAIA INC SAIA · Entity 3590 Tax withholdingCommon Stock 358 $415.46 $148,734.68
Disclosure

SEC source: 0001618555-26-000003 · primarydocument.xml · nonDerivative · entry 1

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,847

F1 · shares: Shares withheld at officer's election to cover tax liabilities incurred in connection with the vesting of restricted shares awarded in February 2024.

Read SEC document
February 05, 2026 Filed Feb 9, 2026 22:34 UTC SAIA INC SAIA · Entity 3590 Tax withholdingCommon Stock 440 $404.75 $178,087.80
Disclosure

SEC source: 0001618555-26-000002 · primarydocument.xml · nonDerivative · entry 1

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,205

F1 · shares: Shares withheld at officer's election to cover tax liabilities incurred in connection with the vesting of restricted shares awarded in February 2025.

Read SEC document
February 11, 2025 Filed Feb 13, 2025 21:08 UTC SAIA INC SAIA · Entity 3590 OtherPhantom Stock · Derivative 446.691 $580.23 $259,183.52
Disclosure

SEC source: 0001562180-25-001175 · primarydocument.xml · derivative · entry 2

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,135.514

Underlying: Common Stock · 446.691 shares

Expires not disclosed

F1 · derivative.exercise_price: The conversion rate of this derivative security on February 11, 2025 is 1.1301 resulting in 8,063.999 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 10, 2025 Filed Feb 11, 2025 21:20 UTC SAIA INC SAIA · Entity 3590 Exercise / conversionStock Options (Right to Buy) · Derivative 2,154 $0.00 Strike: $200.81 $0.00
Disclosure

SEC source: 0001562180-25-001122 · primarydocument.xml · derivative · entry 11

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,154 shares

Expires 2028-02-11

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.

F7 · 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 10, 2025 Filed Feb 11, 2025 21:20 UTC SAIA INC SAIA · Entity 3590 Exercise / conversionStock Options (Right to Buy) · Derivative 3,380 $0.00 Strike: $277.86 $0.00
Disclosure

SEC source: 0001562180-25-001122 · primarydocument.xml · derivative · entry 10

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,380 shares

Expires 2029-02-07

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.

F7 · 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 10, 2025 Filed Feb 11, 2025 21:20 UTC SAIA INC SAIA · Entity 3590 SaleCommon Stock 2,000 $484.57 $969,142.00
Disclosure

SEC source: 0001562180-25-001122 · primarydocument.xml · nonDerivative · entry 9

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,645

F6 · price: This transaction was executed in multiple trades at prices ranging from $482.54 USD to $487.2199 USD; the price reported above reflects the weighted average sale price.

Read SEC document
February 10, 2025 Filed Feb 11, 2025 21:20 UTC SAIA INC SAIA · Entity 3590 Tax withholdingCommon Stock 701 $495.99 $347,688.99
Disclosure

SEC source: 0001562180-25-001122 · primarydocument.xml · nonDerivative · entry 8

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,645

F5 · shares: Shares withheld at officer's election to cover tax liabilities incurred in connection with the vesting of restricted shares awarded in February 2023.

Read SEC document
February 10, 2025 Filed Feb 11, 2025 21:20 UTC SAIA INC SAIA · Entity 3590 SaleCommon Stock 3,380 $488.34 $1,650,575.34
Disclosure

SEC source: 0001562180-25-001122 · primarydocument.xml · nonDerivative · entry 7

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,346

F4 · price: This transaction was executed in multiple trades at prices ranging from $482.42 USD to $494.0199 USD; the price reported above reflects the weighted average sale price.

Read SEC document
February 10, 2025 Filed Feb 11, 2025 21:20 UTC SAIA INC SAIA · Entity 3590 SaleCommon Stock 2,154 $488.34 $1,051,875.53
Disclosure

SEC source: 0001562180-25-001122 · primarydocument.xml · nonDerivative · entry 6

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,726

F4 · price: This transaction was executed in multiple trades at prices ranging from $482.42 USD to $494.0199 USD; the price reported above reflects the weighted average sale price.

Read SEC document
February 10, 2025 Filed Feb 11, 2025 21:20 UTC SAIA INC SAIA · Entity 3590 Exercise / conversionCommon Stock 2,154 $200.81 $432,544.74
Disclosure

SEC source: 0001562180-25-001122 · primarydocument.xml · nonDerivative · entry 5

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,880

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, 2025 Filed Feb 11, 2025 21:20 UTC SAIA INC SAIA · Entity 3590 Exercise / conversionCommon Stock 3,380 $277.86 $939,166.80
Disclosure

SEC source: 0001562180-25-001122 · primarydocument.xml · nonDerivative · entry 4

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,726

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 07, 2025 Filed Feb 11, 2025 21:20 UTC SAIA INC SAIA · Entity 3590 Tax withholdingCommon Stock 815 $489.51 $398,950.65
Disclosure

SEC source: 0001562180-25-001122 · primarydocument.xml · nonDerivative · entry 3

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,346

F3 · shares: Shares withheld at officer's election to cover tax liabilities incurred in connection with the vesting of restricted shares awarded in February 2022.

Read SEC document
February 07, 2025 Filed Feb 11, 2025 21:20 UTC SAIA INC SAIA · Entity 3590 Tax withholdingCommon Stock 3,804 $489.51 $1,862,096.04
Disclosure

SEC source: 0001562180-25-001122 · primarydocument.xml · nonDerivative · entry 2

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,161

F2 · 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 1/1/22-12/31/24 performance period.

Read SEC document
February 07, 2025 Filed Feb 11, 2025 21:20 UTC SAIA INC SAIA · Entity 3590 GrantCommon Stock 8,502 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-001122 · primarydocument.xml · nonDerivative · entry 1

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,965

F1 · shares: Issuance of Performance Unit Awards under the 2018 Omnibus Incentive Plan for the 1/1/22-12/31/24 performance period.

Read SEC document
February 06, 2025 Filed Feb 7, 2025 21:09 UTC SAIA INC SAIA · Entity 3590 Tax withholdingCommon Stock 313 $508.47 $159,151.11
Disclosure

SEC source: 0001562180-25-001015 · primarydocument.xml · nonDerivative · entry 2

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,463

F2 · shares: Shares withheld at officer's election to cover tax liabilities incurred in connection with the vesting of restricted shares awarded in February 2024.

Read SEC document
February 05, 2025 Filed Feb 7, 2025 21:09 UTC SAIA INC SAIA · Entity 3590 GrantCommon Stock 4,383 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-001015 · primarydocument.xml · nonDerivative · entry 1

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,776

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
March 11, 2024 Filed Mar 14, 2024 13:19 UTC SAIA INC SAIA · Entity 3590 OtherPhantom Stock · Derivative 493.23 $672.94 $331,914.20
Disclosure

SEC source: 0001562180-24-002667 · primarydocument.xml · derivative · entry 2

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,688.823

Underlying: Common Stock · 493.23 shares

Expires not disclosed

F1 · derivative.exercise_price: The conversion rate of this derivative security on March 11, 2024 is 1.1157 resulting in 7,462.662 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 12, 2024 Filed Feb 14, 2024 23:03 UTC SAIA INC SAIA · Entity 3590 Tax withholdingCommon Stock 1,152 $560.40 $645,580.80
Disclosure

SEC source: 0001562180-24-001308 · primarydocument.xml · nonDerivative · entry 1

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,393

F1 · shares: Shares withheld at officer's election to cover tax liabilities incurred in connection with the vesting of restricted shares awarded in February 2021.

Read SEC document
February 08, 2024 Filed Feb 12, 2024 21:24 UTC SAIA INC SAIA · Entity 3590 Tax withholdingCommon Stock 703 $553.10 $388,829.30
Disclosure

SEC source: 0001562180-24-001246 · primarydocument.xml · nonDerivative · entry 1

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,545

F1 · shares: Shares withheld at officer's election to cover tax liabilities incurred in connection with the vesting of restricted shares awarded in February 2023.

Read SEC document
February 06, 2024 Filed Feb 7, 2024 23:55 UTC SAIA INC SAIA · Entity 3590 SaleCommon Stock 7,500 $533.46 $4,000,920.75
Disclosure

SEC source: 0001562180-24-001147 · primarydocument.xml · nonDerivative · entry 4

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,248

Read SEC document
February 06, 2024 Filed Feb 7, 2024 23:55 UTC SAIA INC SAIA · Entity 3590 GrantCommon Stock 3,119 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-001147 · primarydocument.xml · nonDerivative · entry 3

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,748

F3 · 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 05, 2024 Filed Feb 7, 2024 23:55 UTC SAIA INC SAIA · Entity 3590 Tax withholdingCommon Stock 4,606 $531.75 $2,449,240.50
Disclosure

SEC source: 0001562180-24-001147 · primarydocument.xml · nonDerivative · entry 2

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,629

F2 · 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 1/1/21-12/31/23 performance period.

Read SEC document
February 05, 2024 Filed Feb 7, 2024 23:55 UTC SAIA INC SAIA · Entity 3590 GrantCommon Stock 10,270 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-001147 · primarydocument.xml · nonDerivative · entry 1

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,235

F1 · shares: Issuance of Performance Unit Awards under the 2018 Omnibus Incentive Plan for the 1/1/21-12/31/23 performance period.

Read SEC document
August 01, 2023 Filed Aug 2, 2023 21:02 UTC SAIA INC SAIA · Entity 3590 Exercise / conversionStock Options (Right to Buy) · Derivative 4,306 $0.00 Strike: $200.81 $0.00
Disclosure

SEC source: 0001562180-23-006120 · primarydocument.xml · derivative · entry 7

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,154

Underlying: Common Stock · 4,306 shares

Expires 2028-02-11

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.

F1 · 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.

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August 01, 2023 Filed Aug 2, 2023 21:02 UTC SAIA INC SAIA · Entity 3590 Exercise / conversionStock Options (Right to Buy) · Derivative 1,690 $0.00 Strike: $277.86 $0.00
Disclosure

SEC source: 0001562180-23-006120 · primarydocument.xml · derivative · entry 6

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,380

Underlying: Common Stock · 1,690 shares

Expires 2029-02-07

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.

F1 · 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.

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August 01, 2023 Filed Aug 2, 2023 21:02 UTC SAIA INC SAIA · Entity 3590 SaleCommon Stock 1,000 $426.67 $426,669.70
Disclosure

SEC source: 0001562180-23-006120 · primarydocument.xml · nonDerivative · entry 5

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,965

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August 01, 2023 Filed Aug 2, 2023 21:02 UTC SAIA INC SAIA · Entity 3590 SaleCommon Stock 4,306 $425.64 $1,832,820.91
Disclosure

SEC source: 0001562180-23-006120 · primarydocument.xml · nonDerivative · entry 4

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,965

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August 01, 2023 Filed Aug 2, 2023 21:02 UTC SAIA INC SAIA · Entity 3590 SaleCommon Stock 1,690 $425.64 $719,337.52
Disclosure

SEC source: 0001562180-23-006120 · primarydocument.xml · nonDerivative · entry 3

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,271

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August 01, 2023 Filed Aug 2, 2023 21:02 UTC SAIA INC SAIA · Entity 3590 Exercise / conversionCommon Stock 4,306 $200.81 $864,687.86
Disclosure

SEC source: 0001562180-23-006120 · primarydocument.xml · nonDerivative · entry 2

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,961

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.

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August 01, 2023 Filed Aug 2, 2023 21:02 UTC SAIA INC SAIA · Entity 3590 Exercise / conversionCommon Stock 1,690 $277.86 $469,583.40
Disclosure

SEC source: 0001562180-23-006120 · primarydocument.xml · nonDerivative · entry 1

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,655

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.

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February 09, 2023 Filed Feb 10, 2023 21:24 UTC SAIA INC SAIA · Entity 3590 OtherPhantom Stock · Derivative 723.849 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-001252 · primarydocument.xml · derivative · entry 5

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,195.593

Underlying: Common Stock · 723.849 shares

Expires not disclosed

F4 · derivative.exercise_price: The conversion rate of this derivative security on February 8, 2023 is 1.1405 resulting in 7,065.771 shares of common stock (underlying security in column 9).

F5 · derivative.exercise_date: Immediate

F6 · 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.

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February 09, 2023 Filed Feb 10, 2023 21:24 UTC SAIA INC SAIA · Entity 3590 SaleCommon Stock 5,592 $275.88 $1,542,714.81
Disclosure

SEC source: 0001562180-23-001252 · primarydocument.xml · nonDerivative · entry 4

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,965

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February 08, 2023 Filed Feb 10, 2023 21:24 UTC SAIA INC SAIA · Entity 3590 GrantCommon Stock 10,186 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-001252 · primarydocument.xml · nonDerivative · entry 3

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,557

F3 · shares: Issuance of Performance Unit Awards under the 2018 Omnibus Incentive Plan for the 1/1/20-12/31/22 performance period.

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February 08, 2023 Filed Feb 10, 2023 21:24 UTC SAIA INC SAIA · Entity 3590 Tax withholdingCommon Stock 4,594 $290.52 $1,334,648.88
Disclosure

SEC source: 0001562180-23-001252 · primarydocument.xml · nonDerivative · entry 2

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,371

F2 · 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 1/1/20-12/31/22 performance period.

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February 08, 2023 Filed Feb 10, 2023 21:24 UTC SAIA INC SAIA · Entity 3590 GrantCommon Stock 4,698 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-001252 · primarydocument.xml · nonDerivative · entry 1

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,965

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.

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February 07, 2023 Filed Feb 8, 2023 23:02 UTC SAIA INC SAIA · Entity 3590 Exercise / conversionStock Options (Right to Buy) · Derivative 2,554 $0.00 Strike: $100.20 $0.00
Disclosure

SEC source: 0001562180-23-001141 · primarydocument.xml · derivative · entry 4

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,554 shares

Expires 2027-02-06

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.

F2 · 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.

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February 07, 2023 Filed Feb 8, 2023 23:02 UTC SAIA INC SAIA · Entity 3590 SaleCommon Stock 6,761 $295.22 $1,995,952.00
Disclosure

SEC source: 0001562180-23-001141 · primarydocument.xml · nonDerivative · entry 3

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,267

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February 07, 2023 Filed Feb 8, 2023 23:02 UTC SAIA INC SAIA · Entity 3590 Exercise / conversionCommon Stock 2,554 $100.20 $255,910.80
Disclosure

SEC source: 0001562180-23-001141 · primarydocument.xml · nonDerivative · entry 2

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,028

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 06, 2023 Filed Feb 8, 2023 23:02 UTC SAIA INC SAIA · Entity 3590 Tax withholdingCommon Stock 1,149 $293.67 $337,426.83
Disclosure

SEC source: 0001562180-23-001141 · primarydocument.xml · nonDerivative · entry 1

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,474

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.

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August 04, 2022 Filed Aug 8, 2022 20:55 UTC SAIA INC SAIA · Entity 3590 OtherPhantom Stock · Derivative 183.275 $0.00 $0.00
Disclosure

SEC source: 0001562180-22-005946 · primarydocument.xml · derivative · entry 2

HOLZGREFE FREDERICK J III · CIK 0001618555 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,471.744

Underlying: Common Stock · 183.275 shares

Expires not disclosed

F1 · derivative.exercise_price: The conversion rate of this derivative security on August 4, 2022 is 1.1475 resulting in 6,278.957 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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.