person · Reporting owner
HOLZGREFE FREDERICK J III
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SAIA INCSAIA · Entity 3590 | President & CEO | May 13, 2026 | May 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy LLC | 0 |
Reported balance
After 2026-05-13 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 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-derivative | IndirectBy Trust | 10,000 |
Reported balance
After 2026-05-13 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 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-derivative | Direct | 12,743 |
Reported balance
Holding disclosure · report date 2026-05-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 12,743 |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 7,240.255 |
Reported balance
Holding disclosure · report date 2026-05-13 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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
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 12, 2019 Filed Feb 13, 2019 23:42 UTC | SAIA INC SAIA · Entity 3590 | SaleCommon Stock | 23,260 | $67.51 | $1,570,305.86 |
DisclosureSEC source: 0001562180-19-000949 · primarydocument.xml · nonDerivative · entry 4 HOLZGREFE FREDERICK J III · CIK 0001618555 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,264 Read SEC document |
| February 12, 2019 Filed Feb 13, 2019 23:42 UTC | SAIA INC SAIA · Entity 3590 | Exercise / conversionCommon Stock | 23,260 | $27.45 | $638,487.00 |
DisclosureSEC source: 0001562180-19-000949 · primarydocument.xml · nonDerivative · entry 3 HOLZGREFE FREDERICK J III · CIK 0001618555 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,524 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 11, 2019 Filed Feb 13, 2019 23:42 UTC | SAIA INC SAIA · Entity 3590 | SaleCommon Stock | 10,932 | $64.42 | $704,195.71 |
DisclosureSEC source: 0001562180-19-000949 · primarydocument.xml · nonDerivative · entry 2 HOLZGREFE FREDERICK J III · CIK 0001618555 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,264 Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 23:42 UTC | SAIA INC SAIA · Entity 3590 | Tax withholdingCommon Stock | 2,065 | $65.41 | $135,071.65 |
DisclosureSEC source: 0001562180-19-000949 · primarydocument.xml · nonDerivative · entry 1 HOLZGREFE FREDERICK J III · CIK 0001618555 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,196 F1 · kind: Shares withheld at officer's election to cover tax liabilities incurred in connection with the vesting of restricted shares awarded in February 2016. Read SEC document |
| February 07, 2019 Filed Feb 12, 2019 00:06 UTC | SAIA INC SAIA · Entity 3590 | GrantStock Options (Right to Buy) · Derivative | 11,430 | $0.00 Strike: $66.03 | $0.00 |
DisclosureSEC source: 0001562180-19-000890 · primarydocument.xml · derivative · entry 4 HOLZGREFE FREDERICK J III · CIK 0001618555 · Executive VP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,430 Underlying: Common Stock · 11,430 shares Expires 2026-02-07 Read SEC document |
| February 07, 2019 Filed Feb 12, 2019 00:06 UTC | SAIA INC SAIA · Entity 3590 | Tax withholdingCommon Stock | 6,240 | $66.03 | $412,027.20 |
DisclosureSEC source: 0001562180-19-000890 · primarydocument.xml · nonDerivative · entry 3 HOLZGREFE FREDERICK J III · CIK 0001618555 · Executive VP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,261 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 1/1/16-12/31/18 performance period. Read SEC document |
| February 07, 2019 Filed Feb 12, 2019 00:06 UTC | SAIA INC SAIA · Entity 3590 | GrantCommon Stock | 16,088 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-000890 · primarydocument.xml · nonDerivative · entry 2 HOLZGREFE FREDERICK J III · CIK 0001618555 · Executive VP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,501 F2 · shares: Issuance of Performance Unit Awards under the 2011 Omnibus Incentive Plan for the 1/1/16-12/31/18 performance period. Read SEC document |
| February 07, 2019 Filed Feb 12, 2019 00:06 UTC | SAIA INC SAIA · Entity 3590 | GrantCommon Stock | 3,748 | $66.03 | $247,480.44 |
DisclosureSEC source: 0001562180-19-000890 · primarydocument.xml · nonDerivative · entry 1 HOLZGREFE FREDERICK J III · CIK 0001618555 · Executive VP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,413 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 |
| September 10, 2018 Filed Sep 11, 2018 20:09 UTC | SAIA INC SAIA · Entity 3590 | Tax withholdingCommon Stock | 900 | $83.60 | $75,240.00 |
DisclosureSEC source: 0001562180-18-003901 · primarydocument.xml · nonDerivative · entry 1 HOLZGREFE FREDERICK J III · CIK 0001618555 · Executive VP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,665 F1 · kind: Shares withheld at officer's election to cover tax liabilities incurred in connection with the vesting of restricted shares awarded in September 2014. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 21:06 UTC | SAIA INC SAIA · Entity 3590 | GrantPhantom Stock · Derivative | 532.219 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-001119 · primarydocument.xml · derivative · entry 2 HOLZGREFE FREDERICK J III · CIK 0001618555 · Executive VP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,562.354 Underlying: Common Stock · 532.219 shares Expires not disclosed F1 · derivative.exercise_price: The conversion rate of this derivative security on February 20, 2018 is 1.1778 resulting in 3,018.032 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 07, 2018 Filed Feb 8, 2018 21:03 UTC | SAIA INC SAIA · Entity 3590 | Exercise / conversionStock Options (Right to Buy) · Derivative | 13,110 | $0.00 Strike: $43.01 | $0.00 |
DisclosureSEC source: 0001562180-18-000667 · primarydocument.xml · derivative · entry 8 HOLZGREFE FREDERICK J III · CIK 0001618555 · Executive VP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,110 shares Expires 2022-02-03 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 07, 2018 Filed Feb 8, 2018 21:03 UTC | SAIA INC SAIA · Entity 3590 | SaleCommon Stock | 13,110 | $73.72 | $966,465.27 |
DisclosureSEC source: 0001562180-18-000667 · primarydocument.xml · nonDerivative · entry 6 HOLZGREFE FREDERICK J III · CIK 0001618555 · Executive VP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,565 Read SEC document |
| February 07, 2018 Filed Feb 8, 2018 21:03 UTC | SAIA INC SAIA · Entity 3590 | Exercise / conversionCommon Stock | 13,110 | $43.01 | $563,861.10 |
DisclosureSEC source: 0001562180-18-000667 · primarydocument.xml · nonDerivative · entry 5 HOLZGREFE FREDERICK J III · CIK 0001618555 · Executive VP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,675 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, 2018 Filed Feb 8, 2018 21:03 UTC | SAIA INC SAIA · Entity 3590 | SaleCommon Stock | 4,251 | $73.66 | $313,107.41 |
DisclosureSEC source: 0001562180-18-000667 · primarydocument.xml · nonDerivative · entry 4 HOLZGREFE FREDERICK J III · CIK 0001618555 · Executive VP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,565 Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 21:03 UTC | SAIA INC SAIA · Entity 3590 | GrantStock Options (Right to Buy) · Derivative | 8,120 | $0.00 Strike: $73.35 | $0.00 |
DisclosureSEC source: 0001562180-18-000667 · primarydocument.xml · derivative · entry 7 HOLZGREFE FREDERICK J III · CIK 0001618555 · Executive VP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,120 Underlying: Common Stock · 8,120 shares Expires 2025-02-06 Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 21:03 UTC | SAIA INC SAIA · Entity 3590 | Tax withholdingCommon Stock | 1,853 | $73.35 | $135,917.55 |
DisclosureSEC source: 0001562180-18-000667 · primarydocument.xml · nonDerivative · entry 3 HOLZGREFE FREDERICK J III · CIK 0001618555 · Executive VP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,816 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 1/1/15-12/31/17 performance period. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 21:03 UTC | SAIA INC SAIA · Entity 3590 | GrantCommon Stock | 6,104 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-000667 · primarydocument.xml · nonDerivative · entry 2 HOLZGREFE FREDERICK J III · CIK 0001618555 · Executive VP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,669 F2 · shares: Issuance of Performance Unit Awards under the 2011 Omnibus Incentive Plan for the 1/1/15-12/31/17 performance period. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 21:03 UTC | SAIA INC SAIA · Entity 3590 | GrantCommon Stock | 2,897 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-000667 · primarydocument.xml · nonDerivative · entry 1 HOLZGREFE FREDERICK J III · CIK 0001618555 · Executive VP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,565 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 06, 2017 Filed Nov 7, 2017 21:36 UTC | SAIA INC SAIA · Entity 3590 | SaleCommon Stock | 1,322 | $64.53 | $85,304.17 |
DisclosureSEC source: 0001562180-17-003502 · primarydocument.xml · nonDerivative · entry 1 HOLZGREFE FREDERICK J III · CIK 0001618555 · Executive VP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,668 Read SEC document |
| September 11, 2017 Filed Sep 13, 2017 21:20 UTC | SAIA INC SAIA · Entity 3590 | Tax withholdingCommon Stock | 662 | $57.40 | $37,998.80 |
DisclosureSEC source: 0001562180-17-002952 · primarydocument.xml · nonDerivative · entry 1 HOLZGREFE FREDERICK J III · CIK 0001618555 · Executive VP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,990 F1 · shares: Shares withheld at officer's election to cover tax liabilities incurred in connection with the vesting of restricted shares awarded in September 2014. Read SEC document |
| August 01, 2017 Filed Aug 2, 2017 20:59 UTC | SAIA INC SAIA · Entity 3590 | GrantCommon Stock | 5,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-002582 · primarydocument.xml · nonDerivative · entry 1 HOLZGREFE FREDERICK J III · CIK 0001618555 · Executive VP, CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,652 F1 · shares: Restricted shares granted as part of the long-term incentive program approved by the Compensation Committee. The restricted stock award vests 25% in year three, 25% in year four and 50% in year five. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 22:57 UTC | SAIA INC SAIA · Entity 3590 | OtherPhantom Stock · Derivative | 620.561 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-17-000804 · primarydocument.xml · derivative · entry 2 HOLZGREFE FREDERICK J III · CIK 0001618555 · VP Finance, CFO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,030.135 Underlying: Common Stock · 620.561 shares Expires not disclosed F1 · derivative.exercise_price: The conversion rate of this derivative security on February 15, 2017 is 1.2009 resulting in 2,438.02 shares of common stock (underlying security in column 7). F1 · price: The conversion rate of this derivative security on February 15, 2017 is 1.2009 resulting in 2,438.02 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 07, 2017 Filed Feb 9, 2017 21:24 UTC | SAIA INC SAIA · Entity 3590 | GrantStock Options (Right to Buy) · Derivative | 6,190 | $0.00 Strike: $46.35 | $0.00 |
DisclosureSEC source: 0001562180-17-000600 · primarydocument.xml · derivative · entry 2 HOLZGREFE FREDERICK J III · CIK 0001618555 · VP Finance, CFO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,190 Underlying: Common Stock · 6,190 shares Expires 2024-02-07 Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 21:24 UTC | SAIA INC SAIA · Entity 3590 | GrantCommon Stock | 2,441 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-000600 · primarydocument.xml · nonDerivative · entry 1 HOLZGREFE FREDERICK J III · CIK 0001618555 · VP Finance, CFO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,592 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.