Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SAIA INCSAIA · Entity 3590 | EVP Operations | March 09, 2026 | March 11, 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 March 09, 2026 · Filed March 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,917 |
Reported balance
After 2026-03-09 transaction · row 1
1 source rowRow 1 · 2026-03-09 · Tax withholding · Disposed 204 · Balance 8,917 F1: Shares withheld at officer's election to cover tax liabilities incurred in connection with the vesting of restricted shares awarded in March 2021. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 1,115.837 |
Reported balance
Holding disclosure · report date 2026-03-09 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 1,115.837 F2: The conversion rate of this derivative security on March 9, 2026 is 1.1514 resulting in 1,284.770 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: Shares withheld at officer's election to cover tax liabilities incurred in connection with the vesting of restricted shares awarded in March 2021.
F2: The conversion rate of this derivative security on March 9, 2026 is 1.1514 resulting in 1,284.770 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 |
|---|---|---|---|---|---|---|
| November 11, 2022 Filed Nov 15, 2022 21:14 UTC | SAIA INC SAIA · Entity 3590 | SaleCommon Stock | 1,450 | $250.77 | $363,616.07 |
DisclosureSEC source: 0001562180-22-007672 · primarydocument.xml · nonDerivative · entry 2 SUGAR PATRICK D · CIK 0001855286 · EVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,034 Read SEC document |
| November 11, 2022 Filed Nov 15, 2022 21:14 UTC | SAIA INC SAIA · Entity 3590 | Exercise / conversionCommon Stock | 1,450 | $66.03 | $95,743.50 |
DisclosureSEC source: 0001562180-22-007672 · primarydocument.xml · nonDerivative · entry 1 SUGAR PATRICK D · CIK 0001855286 · EVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,484 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 |
| November 04, 2022 Filed Nov 8, 2022 21:49 UTC | SAIA INC SAIA · Entity 3590 | Tax withholdingCommon Stock | 235 | $209.90 | $49,326.50 |
DisclosureSEC source: 0001562180-22-007568 · primarydocument.xml · nonDerivative · entry 1 SUGAR PATRICK D · CIK 0001855286 · EVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,034 F1 · kind: Shares withheld at officer's election to cover tax liabilities incurred in connection with the vesting of restricted shares awarded in November 2019. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 21:56 UTC | SAIA INC SAIA · Entity 3590 | GrantStock Options (Right to Buy) · Derivative | 1,280 | $0.00 Strike: $277.86 | $0.00 |
DisclosureSEC source: 0001562180-22-001267 · primarydocument.xml · derivative · entry 5 SUGAR PATRICK D · CIK 0001855286 · EVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,280 Underlying: Common Stock · 1,280 shares Expires 2029-02-07 F5 · 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 | 571 | $277.86 | $158,658.06 |
DisclosureSEC source: 0001562180-22-001267 · primarydocument.xml · nonDerivative · entry 4 SUGAR PATRICK D · CIK 0001855286 · EVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,270 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 1/1/19-12/31/21 performance period. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 21:56 UTC | SAIA INC SAIA · Entity 3590 | Tax withholdingCommon Stock | 204 | $277.86 | $56,683.44 |
DisclosureSEC source: 0001562180-22-001267 · primarydocument.xml · nonDerivative · entry 3 SUGAR PATRICK D · CIK 0001855286 · EVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,841 F3 · shares: Shares withheld at officer's election to cover tax liabilities incurred in connection with the vesting of restricted shares awarded in February 2019. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 21:56 UTC | SAIA INC SAIA · Entity 3590 | GrantCommon Stock | 535 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-001267 · primarydocument.xml · nonDerivative · entry 2 SUGAR PATRICK D · CIK 0001855286 · EVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,045 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 | 1,894 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-001267 · primarydocument.xml · nonDerivative · entry 1 SUGAR PATRICK D · CIK 0001855286 · EVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,510 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.