Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Schneider National, Inc.SNDR · Entity 3807 | Director · 10% owner | January 14, 2026 | January 16, 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.
Schneider National, Inc.
Report date January 14, 2026 · Filed January 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 620,594 |
Reported balance
After 2026-01-14 transaction · row 1
1 source rowRow 1 · 2026-01-14 · Gift · Acquired 61,147 · Balance 620,594 F1: Transaction is a gift, therefore price is not applicable. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy Trusts | 2,445,095 |
Reported balance
Holding disclosure · report date 2026-01-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,445,095 |
| Class B Common StockSEC Table I · non-derivative | IndirectBy Spouse | 244,350 |
Reported balance
Holding disclosure · report date 2026-01-14 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 244,350 |
Filing footnotes · ownership attribution and instrument terms
F1: Transaction is a gift, therefore price is not applicable.
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 |
|---|---|---|---|---|---|---|
| January 14, 2026 Filed Jan 16, 2026 21:20 UTC | Schneider National, Inc. SNDR · Entity 3807 | GiftClass B Common Stock | 61,147 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-26-000046 · form4.xml · nonDerivative · entry 1 Zimmermann Kathleen M. · CIK 0001701082 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 620,594 F1 · price: Transaction is a gift, therefore price is not applicable. Read SEC document |
| April 29, 2025 Filed May 1, 2025 21:00 UTC | Schneider National, Inc. SNDR · Entity 3807 | GrantClass B Common Stock | 7,835 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-003443 · primarydocument.xml · nonDerivative · entry 1 Zimmermann Kathleen M. · CIK 0001701082 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 559,447 F1 · shares: Consists of restricted stock units that vest on the earlier of the one-year anniversary of the date of grant and the Company's annual shareholder meeting for the year following the date of grant, subject to the reporting person's continued service as a member of the Company's Board of Directors through the vesting date. The units will be settled in shares of Class B common stock. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 21:26 UTC | Schneider National, Inc. SNDR · Entity 3807 | GiftClass B Common Stock | 49,064 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-000891 · form4.xml · nonDerivative · entry 1 Zimmermann Kathleen M. · CIK 0001701082 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 551,612 F1 · price: Transaction is a gift, therefore price is not applicable. Read SEC document |
| April 29, 2024 Filed May 1, 2024 20:22 UTC | Schneider National, Inc. SNDR · Entity 3807 | GrantClass B Common Stock | 8,012 | $0.00 | $0.00 |
DisclosureSEC source: 0001692063-24-000088 · wk-form4_1714594935.xml · nonDerivative · entry 1 Zimmermann Kathleen M. · CIK 0001701082 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 369,332 F1 · shares: Consists of restricted stock units that vest on the earlier of the one-year anniversary of the date of grant and the Company's annual shareholder meeting for the year following the date of grant, subject to the reporting person's continued service as a member of the Company's Board of Directors through the vesting date. The units will be settled in shares of Class B common stock. Read SEC document |
| January 16, 2024 Filed Jan 17, 2024 22:02 UTC | Schneider National, Inc. SNDR · Entity 3807 | GiftClass B Common Stock | 46,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000965 · form4.xml · nonDerivative · entry 1 Zimmermann Kathleen M. · CIK 0001701082 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 494,536 F1 · price: Transaction is a gift, therefore price is not applicable. Read SEC document |
| April 24, 2023 Filed Apr 26, 2023 21:46 UTC | Schneider National, Inc. SNDR · Entity 3807 | GrantClass B Common Stock | 5,674 | $0.00 | $0.00 |
DisclosureSEC source: 0001692063-23-000099 · wf-form4_168254560027431.xml · nonDerivative · entry 1 Zimmermann Kathleen M. · CIK 0001701082 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 361,320 F1 · shares: Consists of restricted stock units that vest on the earlier of the one-year anniversary of the date of grant and the Company's annual shareholder meeting for the year following the date of grant, subject to the reporting person's continued service as a member of the Company's Board of Directors through the vesting date. The units will be settled in shares of Class B common stock. Read SEC document |
| January 17, 2023 Filed Feb 10, 2023 21:25 UTC | Schneider National, Inc. SNDR · Entity 3807 | GiftClass B Common Stock | 35,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-002633 · form4.xml · nonDerivative · entry 1 Zimmermann Kathleen M. · CIK 0001701082 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 442,372 F1 · price: Transaction is a gift, therefore price is not applicable. Read SEC document |
| December 23, 2021 Filed Feb 14, 2022 20:51 UTC | Schneider National, Inc. SNDR · Entity 3807 | GiftClass B Common Stock | 13,934 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-22-004227 · form5.xml · nonDerivative · entry 1 Zimmermann Kathleen M. · CIK 0001701082 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 407,018 F1 · price: Transaction is a gift, therefore price is not applicable. Read SEC document |
| January 16, 2020 Filed Feb 16, 2021 20:37 UTC | Schneider National, Inc. SNDR · Entity 3807 | GiftClass B Common Stock | 20,889 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000892712-21-000067 · edgar.xml · nonDerivative · entry 1 Zimmermann Kathleen M. · CIK 0001701082 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 393,084 F1 · price: Transaction is a gift, therefore price is not applicable. Read SEC document |
| April 29, 2019 Filed May 1, 2019 19:05 UTC | Schneider National, Inc. SNDR · Entity 3807 | GrantClass B Common Stock | 5,956 | $0.00 | $0.00 |
DisclosureSEC source: 0001692063-19-000118 · wf-form4_155673753060904.xml · nonDerivative · entry 1 Zimmermann Kathleen M. · CIK 0001701082 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,646 F1 · shares: Consists of restricted stock units that vest on the earlier of the one-year anniversary of the date of grant and the Company's annual shareholder meeting for the year following the date of grant, subject to the reporting person's continued service as a member of the Company's Board of Directors through the vesting date. The units will be settled in shares of Class B common stock. Read SEC document |
| March 05, 2019 Filed Feb 12, 2020 21:32 UTC | Schneider National, Inc. SNDR · Entity 3807 | GiftClass B Common Stock | 16,549 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000892712-20-000083 · edgar.xml · nonDerivative · entry 1 Zimmermann Kathleen M. · CIK 0001701082 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 372,195 F1 · price: Transaction is a gift, therefore price is not applicable. Read SEC document |
| January 17, 2019 Filed Feb 15, 2019 19:21 UTC | Schneider National, Inc. SNDR · Entity 3807 | GiftClass B Common Stock | 584,225 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000892712-19-000068 · edgar.xml · nonDerivative · entry 3 Zimmermann Kathleen M. · CIK 0001701082 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349,690 F1 · price: Transaction is a gift, therefore price is not applicable. Read SEC document |
| January 17, 2019 Filed Feb 15, 2019 19:21 UTC | Schneider National, Inc. SNDR · Entity 3807 | GiftClass B Common Stock | 584,225 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000892712-19-000068 · edgar.xml · nonDerivative · entry 2 Zimmermann Kathleen M. · CIK 0001701082 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 933,915 F1 · price: Transaction is a gift, therefore price is not applicable. Read SEC document |
| January 17, 2019 Filed Feb 15, 2019 19:21 UTC | Schneider National, Inc. SNDR · Entity 3807 | GiftClass B Common Stock | 584,225 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000892712-19-000068 · edgar.xml · nonDerivative · entry 1 Zimmermann Kathleen M. · CIK 0001701082 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 2,445,095 F1 · price: Transaction is a gift, therefore price is not applicable. Read SEC document |
| April 23, 2018 Filed Apr 25, 2018 14:51 UTC | Schneider National, Inc. SNDR · Entity 3807 | GrantClass B Common Stock | 4,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001692063-18-000104 · wf-form4_152466783754423.xml · nonDerivative · entry 1 Zimmermann Kathleen M. · CIK 0001701082 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349,690 F1 · shares: Consists of restricted stock units that vest on the earlier of the one-year anniversary of the date of grant and the Company's annual shareholder meeting for the year following the date of grant, subject to the reporting person's continued service as a member of the Company's Board of Directors through the vesting date. The units will be settled in shares of Class B common stock. Read SEC document |
| April 02, 2018 Filed Apr 3, 2018 20:54 UTC | Schneider National, Inc. SNDR · Entity 3807 | GrantClass B Common Stock | 1,232 | $0.00 | $0.00 |
DisclosureSEC source: 0001692063-18-000084 · wf-form4_152278888566044.xml · nonDerivative · entry 1 Zimmermann Kathleen M. · CIK 0001701082 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 345,041 F1 · shares: Represents fully vested shares issued as equity retainer amounts under the Schneider National, Inc. 2017 Omnibus Incentive Plan. Read SEC document |
| January 25, 2018 Filed Feb 9, 2018 21:54 UTC | Schneider National, Inc. SNDR · Entity 3807 | GiftClass B Common Stock | 11,551 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000892712-18-000083 · edgar.xml · nonDerivative · entry 1 Zimmermann Kathleen M. · CIK 0001701082 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,809 F1 · price: Transaction is a gift, therefore price is not applicable. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 21:32 UTC | Schneider National, Inc. SNDR · Entity 3807 | GrantClass B Common Stock | 1,087 | $0.00 | $0.00 |
DisclosureSEC source: 0001692063-18-000030 · wf-form4_151510154521271.xml · nonDerivative · entry 1 Zimmermann Kathleen M. · CIK 0001701082 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 332,258 F1 · shares: Represents fully vested shares issued as equity retainer amounts under the Schneider National, Inc. 2017 Omnibus Incentive Plan. Read SEC document |
| October 02, 2017 Filed Oct 3, 2017 20:40 UTC | Schneider National, Inc. SNDR · Entity 3807 | GrantClass B Common Stock | 1,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001692063-17-000049 · wf-form4_150706321796261.xml · nonDerivative · entry 3 Zimmermann Kathleen M. · CIK 0001701082 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 331,171 F1 · shares: Represents fully vested shares issued as equity retainer amounts under the Schneider National, Inc. 2017 Omnibus Incentive Plan. Read SEC document |
| July 24, 2017 Filed Jul 26, 2017 21:57 UTC | Schneider National, Inc. SNDR · Entity 3807 | GrantClass B Common Stock | 1,357 | $0.00 | $0.00 |
DisclosureSEC source: 0001692063-17-000021 · wf-form4_150110622901915.xml · nonDerivative · entry 3 Zimmermann Kathleen M. · CIK 0001701082 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329,917 F1 · shares: Represents fully vested shares issued as equity retainer amounts under the Schneider National, Inc. 2017 Omnibus Incentive Plan. Read SEC document |
| April 11, 2017 Filed Apr 12, 2017 21:14 UTC | Schneider National, Inc. SNDR · Entity 3807 | OtherClass A Common Stock · Derivative | 9,600,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-17-000341 · edgar.xml · derivative · entry 4 Zimmermann Kathleen M. · CIK 0001701082 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote 2. Disclosed balance after: 16,605,900 Underlying: Class B Common Stock · 9,600,000 shares Expires not disclosed F2 · derivative.exercise_price: The reporting person's interest in the Class A Common Stock is represented by trust certificates issued by the Schneider National, Inc. Voting Trust and held by the reporting person. Each share of Class A Common Stock will automatically convert into a share of Class B Common Stock on a one-for-one basis upon any transfer of such share of Class A Common Stock in exchange for a trust certificate representing such share, and has no expiration date. F1 · kind: Reflects the division of certain trusts as a result of which the reporting person serves as co-trustee of the trusts holding such shares for the benefit of the reporting person and her descendants. F2 · derivative.exercise_date: The reporting person's interest in the Class A Common Stock is represented by trust certificates issued by the Schneider National, Inc. Voting Trust and held by the reporting person. Each share of Class A Common Stock will automatically convert into a share of Class B Common Stock on a one-for-one basis upon any transfer of such share of Class A Common Stock in exchange for a trust certificate representing such share, and has no expiration date. F2 · derivative.expiration_date: The reporting person's interest in the Class A Common Stock is represented by trust certificates issued by the Schneider National, Inc. Voting Trust and held by the reporting person. Each share of Class A Common Stock will automatically convert into a share of Class B Common Stock on a one-for-one basis upon any transfer of such share of Class A Common Stock in exchange for a trust certificate representing such share, and has no expiration date. Read SEC document |
| April 11, 2017 Filed Apr 12, 2017 21:14 UTC | Schneider National, Inc. SNDR · Entity 3807 | OtherClass B Common Stock | 83,910 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-17-000341 · edgar.xml · nonDerivative · entry 1 Zimmermann Kathleen M. · CIK 0001701082 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 3,029,320 F1 · kind: Reflects the division of certain trusts as a result of which the reporting person serves as co-trustee of the trusts holding such shares for the benefit of the reporting person and her descendants. Read SEC document |
| April 05, 2017 Filed Apr 7, 2017 20:32 UTC | Schneider National, Inc. SNDR · Entity 3807 | SaleClass B Common Stock | 2,105,000 | $19.00 | $39,995,000.00 |
DisclosureSEC source: 0000892712-17-000318 · edgar.xml · nonDerivative · entry 1 Zimmermann Kathleen M. · CIK 0001701082 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 2,945,410 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.