Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FORWARD AIR CORPFWRD · Entity 5395 | CFO | March 16, 2026 | March 17, 2026 |
| Horizon Global CorpHZN · Entity 117083 | Chief Financial Officer | September 19, 2019 | September 23, 2019 |
| Yellow CorpYRCW · Entity 109736 | Director · Chief Financial Officer | May 07, 2020 | May 11, 2020 |
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 March 16, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 91,884 |
Reported balance
After 2026-03-16 transaction · row 1
1 source rowRow 1 · 2026-03-16 · Grant · Acquired 5,732 · Balance 91,884 F1: Represents an award of restricted stock granted in connection with the finalization of the Reporting Person's annual long-term equity incentive compensation for fiscal year 2026. This award of restricted stock vests equally on each of the first, second and third anniversaries of the grant date, subject to the Reporting Person's continuous employment through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock granted in connection with the finalization of the Reporting Person's annual long-term equity incentive compensation for fiscal year 2026. This award of restricted stock vests equally on each of the first, second and third anniversaries of the grant date, subject to the Reporting Person's continuous employment through the applicable vesting date.
Horizon Global Corp
Report date September 19, 2019 · Filed September 23, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 166,193 |
Reported balance
After 2019-09-19 transaction · row 1
1 source rowRow 1 · 2019-09-19 · Grant · Acquired 104,312 · Balance 166,193 |
Yellow Corp
Report date May 07, 2020 · Filed May 11, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 455,315 |
Reported balance
After 2020-05-07 transaction · row 1
1 source rowRow 1 · 2020-05-07 · Tax withholding · Disposed 41,024 · Balance 455,315 F1: On February 28, 2020, 92,500 restricted shares of Mr. Pierson's Company stock granted that day immediately vested. On May 7, 2020, Mr. Pierson automatically surrendered 41,024 of the 92,500 newly-vested shares to the Company to satisfy the tax withholding obligation triggered upon the February 28th vesting. The automatic surrender of newly-vested shares is the Company's default process for paying tax withholding obligations triggered upon the vesting of restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 28, 2020, 92,500 restricted shares of Mr. Pierson's Company stock granted that day immediately vested. On May 7, 2020, Mr. Pierson automatically surrendered 41,024 of the 92,500 newly-vested shares to the Company to satisfy the tax withholding obligation triggered upon the February 28th vesting. The automatic surrender of newly-vested shares is the Company's default process for paying tax withholding obligations triggered upon the vesting of restricted stock.
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 |
|---|---|---|---|---|---|---|
| March 16, 2026 Filed Mar 17, 2026 20:05 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 5,732 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-018700 · wk-form4_1773777902.xml · nonDerivative · entry 1 Pierson Jamie G. · CIK 0001527793 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,884 F1 · shares: Represents an award of restricted stock granted in connection with the finalization of the Reporting Person's annual long-term equity incentive compensation for fiscal year 2026. This award of restricted stock vests equally on each of the first, second and third anniversaries of the grant date, subject to the Reporting Person's continuous employment through the applicable vesting date. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 20:17 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 1,662 | $27.78 | $46,170.36 |
DisclosureSEC source: 0001628280-26-010544 · wk-form4_1771877830.xml · nonDerivative · entry 2 Pierson Jamie G. · CIK 0001527793 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,152 F2 · kind: Represents shares withheld by Issuer to satisfy minimum tax withholding obligations upon the vesting and net settlement of restricted stock. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 20:17 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 20,698 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-010544 · wk-form4_1771877830.xml · nonDerivative · entry 1 Pierson Jamie G. · CIK 0001527793 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,814 F1 · shares: Represents an award of restricted stock, which vests equally on each of the first, second and third anniversaries of the grant date, subject to the Reporting Person's continuous employment through the applicable vesting date. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 21:46 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 18,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-007172 · wk-form4_1740174357.xml · nonDerivative · entry 1 Pierson Jamie G. · CIK 0001527793 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,116 F1 · shares: Represents an award of restricted stock, which vests equally on each of the first, second and third anniversaries of the grant date, subject to the Reporting Person's continuous employment through the applicable vesting date. Read SEC document |
| July 03, 2024 Filed Jul 9, 2024 01:52 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 19,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-031415 · wk-form4_1720489947.xml · nonDerivative · entry 2 Pierson Jamie G. · CIK 0001527793 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,651 F2 · shares: Represents an award of restricted stock, which vests equally on each of the first, second and third anniversaries of the grant date, subject to the Reporting Person's continuous employment through the applicable vesting date. Read SEC document |
| July 03, 2024 Filed Jul 9, 2024 01:52 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 25,707 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-031415 · wk-form4_1720489947.xml · nonDerivative · entry 1 Pierson Jamie G. · CIK 0001527793 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,207 F1 · shares: Represents an award of restricted stock, which vests on July 3, 2025. Read SEC document |
| May 07, 2020 Filed May 11, 2020 16:47 UTC | Yellow Corp YRCW · Entity 109736 | Tax withholdingCommon Stock | 41,024 | $1.51 | $61,946.24 |
DisclosureSEC source: 0001014108-20-000058 · primary_doc.xml · nonDerivative · entry 1 Pierson Jamie G. · CIK 0001527793 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 455,315 F1 · kind: On February 28, 2020, 92,500 restricted shares of Mr. Pierson's Company stock granted that day immediately vested. On May 7, 2020, Mr. Pierson automatically surrendered 41,024 of the 92,500 newly-vested shares to the Company to satisfy the tax withholding obligation triggered upon the February 28th vesting. The automatic surrender of newly-vested shares is the Company's default process for paying tax withholding obligations triggered upon the vesting of restricted stock. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 17:19 UTC | Yellow Corp YRCW · Entity 109736 | GrantCommon Stock | 370,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-20-000026 · primary_doc.xml · nonDerivative · entry 1 Pierson Jamie G. · CIK 0001527793 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 496,339 F1 · kind: Restricted stock award that will vest one-fourth immediately, and one-fourth on February 28, 2021, and February 28, 2022, and the remaining one-fourth on February 28, 2023. Read SEC document |
| January 15, 2020 Filed Jan 16, 2020 16:58 UTC | Yellow Corp YRCW · Entity 109736 | Tax withholdingCommon Stock | 35,999 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-20-000008 · primary_doc.xml · nonDerivative · entry 1 Pierson Jamie G. · CIK 0001527793 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,339 F1 · kind: On December 17, 2019, 81,169 restricted shares of Mr. Pierson's Company stock, granted December 17, 2019, vested immediately. On January 15, 2020, Mr. Pierson automatically surrendered 35,999 of the 81,169 newly-vested shares to the Company to satisfy the tax withholding obligation triggered upon the December 17, 2019 vesting. The automatic surrender of newly-vested shares is the Company's default process for paying tax withholding obligations triggered upon the vesting of restricted stock. Read SEC document |
| December 17, 2019 Filed Dec 18, 2019 12:27 UTC | Yellow Corp YRCW · Entity 109736 | GrantCommon Stock | 162,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-19-000187 · primary_doc.xml · nonDerivative · entry 1 Pierson Jamie G. · CIK 0001527793 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,338 F1 · kind: Restricted stock award of which 50% will vest on December 17, 2019, and the remaining 50% on December 17, 2020. Read SEC document |
| September 19, 2019 Filed Sep 23, 2019 18:39 UTC | Horizon Global Corp HZN · Entity 117083 | GrantCommon Stock | 104,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001637655-19-000168 · wf-form4_156927836411179.xml · nonDerivative · entry 1 Pierson Jamie G. · CIK 0001527793 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,193 Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 17:50 UTC | Horizon Global Corp HZN · Entity 117083 | GrantCommon Stock | 61,881 | $0.00 | $0.00 |
DisclosureSEC source: 0001637655-19-000124 · wf-form4_156037622387229.xml · nonDerivative · entry 1 Pierson Jamie G. · CIK 0001527793 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,881 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.