Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SAIA INCSAIA · Entity 3590 | Chief Financial Officer | February 12, 2026 | February 17, 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 February 12, 2026 · Filed February 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,444 |
Ending reported balance
After 2026-02-13 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-02-12 · Grant · Acquired 1,658 · Balance 5,360 F1: 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. Row 2 · 2026-02-12 · Exercise / conversion · Acquired 1,110 · Balance 6,470 Row 3 · 2026-02-12 · Sale · Disposed 1,110 · Balance 5,360 Row 4 · 2026-02-13 · Sale · Disposed 766 · Balance 4,594 Row 5 · 2026-02-13 · Sale · Disposed 150 · Balance 4,444 F2: This transaction was executed in multiple trades at prices ranging from $389.50 USD to $389.53 USD; the price reported above reflects the weighted average sale price. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $100.20 · Expires 2027-02-06 | Direct | 0 |
Reported balance
After 2026-02-12 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-02-12 · Exercise / conversion · Disposed 1,110 · Balance 0 F3: 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. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 278.69 |
Reported balance
Holding disclosure · report date 2026-02-12 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 278.69 F4: The conversion rate of this derivative security on February 12, 2026 is 1.1534 resulting in 321.437 shares of common stock (underlying security in column 7). F5: Immediate F6: 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. |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $277.86 · Expires 2029-02-07 | Direct | 470 |
Reported balance
Holding disclosure · report date 2026-02-12 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 470 F3: 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. |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $200.81 · Expires 2028-02-11 | Direct | 500 |
Reported balance
Holding disclosure · report date 2026-02-12 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 500 F3: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: This transaction was executed in multiple trades at prices ranging from $389.50 USD to $389.53 USD; the price reported above reflects the weighted average sale price.
F3: 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.
F4: The conversion rate of this derivative security on February 12, 2026 is 1.1534 resulting in 321.437 shares of common stock (underlying security in column 7).
F5: Immediate
F6: 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 13, 2026 Filed Feb 17, 2026 22:26 UTC | SAIA INC SAIA · Entity 3590 | SaleCommon Stock | 150 | $389.50 | $58,425.60 |
DisclosureSEC source: 0002023395-26-000004 · primarydocument.xml · nonDerivative · entry 5 Batteh Matthew J · CIK 0002023395 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,444 F2 · price: This transaction was executed in multiple trades at prices ranging from $389.50 USD to $389.53 USD; the price reported above reflects the weighted average sale price. Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 22:26 UTC | SAIA INC SAIA · Entity 3590 | SaleCommon Stock | 766 | $388.94 | $297,928.12 |
DisclosureSEC source: 0002023395-26-000004 · primarydocument.xml · nonDerivative · entry 4 Batteh Matthew J · CIK 0002023395 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,594 Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 22:26 UTC | SAIA INC SAIA · Entity 3590 | Exercise / conversionStock Options (Right to Buy) · Derivative | 1,110 | $0.00 Strike: $100.20 | $0.00 |
DisclosureSEC source: 0002023395-26-000004 · primarydocument.xml · derivative · entry 6 Batteh Matthew J · CIK 0002023395 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,110 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. F3 · 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 12, 2026 Filed Feb 17, 2026 22:26 UTC | SAIA INC SAIA · Entity 3590 | SaleCommon Stock | 1,110 | $375.71 | $417,037.43 |
DisclosureSEC source: 0002023395-26-000004 · primarydocument.xml · nonDerivative · entry 3 Batteh Matthew J · CIK 0002023395 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,360 Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 22:26 UTC | SAIA INC SAIA · Entity 3590 | Exercise / conversionCommon Stock | 1,110 | $100.20 | $111,222.00 |
DisclosureSEC source: 0002023395-26-000004 · primarydocument.xml · nonDerivative · entry 2 Batteh Matthew J · CIK 0002023395 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,470 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 12, 2026 Filed Feb 17, 2026 22:26 UTC | SAIA INC SAIA · Entity 3590 | GrantCommon Stock | 1,658 | $0.00 | $0.00 |
DisclosureSEC source: 0002023395-26-000004 · primarydocument.xml · nonDerivative · entry 1 Batteh Matthew J · CIK 0002023395 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,360 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 | 41 | $409.60 | $16,793.60 |
DisclosureSEC source: 0002023395-26-000003 · primarydocument.xml · nonDerivative · entry 4 Batteh Matthew J · CIK 0002023395 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,702 F4 · 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 | Tax withholdingCommon Stock | 224 | $409.60 | $91,750.40 |
DisclosureSEC source: 0002023395-26-000003 · primarydocument.xml · nonDerivative · entry 3 Batteh Matthew J · CIK 0002023395 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,743 F3 · 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 | GrantCommon Stock | 757 | $0.00 | $0.00 |
DisclosureSEC source: 0002023395-26-000003 · primarydocument.xml · nonDerivative · entry 2 Batteh Matthew J · CIK 0002023395 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,967 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 | 25 | $415.46 | $10,386.50 |
DisclosureSEC source: 0002023395-26-000003 · primarydocument.xml · nonDerivative · entry 1 Batteh Matthew J · CIK 0002023395 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,210 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 | 91 | $404.75 | $36,831.80 |
DisclosureSEC source: 0002023395-26-000002 · primarydocument.xml · nonDerivative · entry 1 Batteh Matthew J · CIK 0002023395 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,235 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 18, 2025 Filed Feb 20, 2025 22:03 UTC | SAIA INC SAIA · Entity 3590 | SaleCommon Stock | 700 | $500.09 | $350,064.19 |
DisclosureSEC source: 0001562180-25-001414 · primarydocument.xml · nonDerivative · entry 1 Batteh Matthew J · CIK 0002023395 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,326 F1 · price: This transaction was executed in multiple trades at prices ranging from $500.00 USD to $500.20 USD; the price reported above reflects the weighted average sale price. Read SEC document |
| February 10, 2025 Filed Feb 11, 2025 21:19 UTC | SAIA INC SAIA · Entity 3590 | Tax withholdingCommon Stock | 42 | $495.99 | $20,831.58 |
DisclosureSEC source: 0001562180-25-001117 · primarydocument.xml · nonDerivative · entry 4 Batteh Matthew J · CIK 0002023395 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,026 F4 · 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 07, 2025 Filed Feb 11, 2025 21:19 UTC | SAIA INC SAIA · Entity 3590 | Tax withholdingCommon Stock | 66 | $489.51 | $32,307.66 |
DisclosureSEC source: 0001562180-25-001117 · primarydocument.xml · nonDerivative · entry 3 Batteh Matthew J · CIK 0002023395 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,068 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 21:19 UTC | SAIA INC SAIA · Entity 3590 | Tax withholdingCommon Stock | 231 | $489.51 | $113,076.81 |
DisclosureSEC source: 0001562180-25-001117 · primarydocument.xml · nonDerivative · entry 2 Batteh Matthew J · CIK 0002023395 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,134 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 21:19 UTC | SAIA INC SAIA · Entity 3590 | GrantCommon Stock | 780 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001117 · primarydocument.xml · nonDerivative · entry 1 Batteh Matthew J · CIK 0002023395 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,365 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 | 28 | $508.47 | $14,237.16 |
DisclosureSEC source: 0001562180-25-001014 · primarydocument.xml · nonDerivative · entry 2 Batteh Matthew J · CIK 0002023395 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,585 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 | 778 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001014 · primarydocument.xml · nonDerivative · entry 1 Batteh Matthew J · CIK 0002023395 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,613 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 |
| May 13, 2024 Filed May 15, 2024 20:10 UTC | SAIA INC SAIA · Entity 3590 | GrantCommon Stock | 1,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-004061 · primarydocument.xml · nonDerivative · entry 1 Batteh Matthew J · CIK 0002023395 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,835 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.