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ANDERSON CHARLES LEONARD

Disclosed activity across 1 company

Tapewire entity
78409
SEC CIK
0001995776

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
FORWARD AIR CORPFWRD · Entity 5395DirectorJune 13, 2025June 18, 2025

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 June 13, 2025 · Filed June 18, 2025

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect13,846 Last balance in matching sequence After 2025-06-13 transaction · row 2 Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rows

Row 1 · 2025-06-13 · Grant · Acquired 6,432 · Balance 6,883

F1: Represents restricted stock awarded under the Forward Air Corporation 2025 Non-Employee Director Stock Plan in a transaction exempt from Section 16(b) under Rule 16b-3. The stock fully vests on the earlier of (a) the day immediately prior to Forward Air Corporation's 2026 Annual Meeting of Shareholders or (b) the first anniversary of the grant date. The Reporting Person may be deemed to be a member of a group for purposes of the Securities Exchange Act of 1934, as amended, with Ridgemont Equity Management III, LLC; REP Omni Holdings, L.P.; REP Coinvest III-A Omni, L.P.; REP Coinvest III-B Omni, L.P.; REP FAOM III-S, L.P.; Ridgemont Equity Partners Affiliates III, L.P.; REP Coinvest III Omni GP, LLC; Ridgemont Equity Management III, L.P.; REP Omni Holdings GP, LLC; and Charles Leonard Anderson (collectively, the Group).

F2: (Continued from footnote 1) The Reporting Person serves on the board of directors of the Issuer as a designee of one or more members of the Group. Pursuant to the policies of the members of the Group and their affiliates, the Reporting Person will be deemed to hold any securities of the Issuer he may receive in connection with his service on the board of directors of the Issuer for the benefit of one or more members of the Group. Accordingly, each of the members of the Group may be deemed to be a "director by deputization" of the Issuer. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

F3: Additionally, these shares of Common Stock may be deemed to be indirectly beneficially owned by (i) REP Coinvest III-A Omni, L.P., (ii) REP Coinvest III-B Omni, L.P., (iii) REP FAOM III-S, L.P., (iv) REP Coinvest III Omni GP, LLC as General Partner of REP Coinvest III-A Omni, L.P. and General Partner of REP Coinvest III-B Omni, L.P., (v) Ridgemont Equity Management III, L.P. as General Partner of REP FAOM III-S, LP, (vi) Ridgemont Equity Management III, LLC as General Partner of REP Coinvest III Omni GP, LLC and General Partner of Ridgemont Equity Management III, L.P., and (vii) Charles Leonard Anderson. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

Row 2 · 2025-06-13 · Grant · Acquired 6,963 · Balance 13,846

F4: On June 13, 2025, the board of directors of Forward Air Corporation determined to issue shares of Common Stock pursuant to the reporting person's Non-Employee Director Annual Compensation Agreement, as amended (the "NED Compensation Agreement"). The Reporting Person may be deemed to be a member of a group for purposes of the Securities Exchange Act of 1934, as amended, with Ridgemont Equity Management III, LLC; REP Omni Holdings, L.P.; REP Coinvest III-A Omni, L.P.; REP Coinvest III-B Omni, L.P.; REP FAOM III-S, L.P.; Ridgemont Equity Partners Affiliates III, L.P.; REP Coinvest III Omni GP, LLC; Ridgemont Equity Management III, L.P.; REP Omni Holdings GP, LLC; and Charles Leonard Anderson (collectively, the Group).

F5: (Continued from footnote 4) The Reporting Person serves on the board of directors of the Issuer as a designee of one or more members of the Group. Pursuant to the policies of the members of the Group and their affiliates, the Reporting Person will be deemed to hold any securities of the Issuer he may receive in connection with his service on the board of directors of the Issuer for the benefit of one or more members of the Group. Accordingly, each of the members of the Group may be deemed to be a "director by deputization" of the Issuer. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

F3: Additionally, these shares of Common Stock may be deemed to be indirectly beneficially owned by (i) REP Coinvest III-A Omni, L.P., (ii) REP Coinvest III-B Omni, L.P., (iii) REP FAOM III-S, L.P., (iv) REP Coinvest III Omni GP, LLC as General Partner of REP Coinvest III-A Omni, L.P. and General Partner of REP Coinvest III-B Omni, L.P., (v) Ridgemont Equity Management III, L.P. as General Partner of REP FAOM III-S, LP, (vi) Ridgemont Equity Management III, LLC as General Partner of REP Coinvest III Omni GP, LLC and General Partner of Ridgemont Equity Management III, L.P., and (vii) Charles Leonard Anderson. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

Common StockSEC Table I · non-derivativeIndirectSee footnotes.6,883 Reported balance After 2025-06-13 transaction · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · 2025-06-13 · Grant · Acquired 6,432 · Balance 6,883

F6: Represents restricted stock awarded to Charles Leonard Anderson, who is a member of the Group, under the Forward Air Corporation 2025 Non-Employee Director Stock Plan in a transaction exempt from Section 16(b) under Rule 16b-3. The stock fully vests on the earlier of (a) the day immediately prior Forward Air Corporation's 2026 Annual Meeting of Shareholders or (b) the first anniversary of the grant date.

F3: Additionally, these shares of Common Stock may be deemed to be indirectly beneficially owned by (i) REP Coinvest III-A Omni, L.P., (ii) REP Coinvest III-B Omni, L.P., (iii) REP FAOM III-S, L.P., (iv) REP Coinvest III Omni GP, LLC as General Partner of REP Coinvest III-A Omni, L.P. and General Partner of REP Coinvest III-B Omni, L.P., (v) Ridgemont Equity Management III, L.P. as General Partner of REP FAOM III-S, LP, (vi) Ridgemont Equity Management III, LLC as General Partner of REP Coinvest III Omni GP, LLC and General Partner of Ridgemont Equity Management III, L.P., and (vii) Charles Leonard Anderson. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

F7: These shares of Common Stock are held directly by Robert Leon Edwards, Jr.

Common StockSEC Table I · non-derivativeIndirectSee footnotes.13,846 Reported balance After 2025-06-13 transaction · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · 2025-06-13 · Grant · Acquired 6,963 · Balance 13,846

F8: On June 13, 2025, the board of directors of Forward Air Corporation determined to issue shares of Common Stock pursuant to the NED Compensation Agreement entered into by Robert Leon Edwards, Jr., who is a member of the Group.

F3: Additionally, these shares of Common Stock may be deemed to be indirectly beneficially owned by (i) REP Coinvest III-A Omni, L.P., (ii) REP Coinvest III-B Omni, L.P., (iii) REP FAOM III-S, L.P., (iv) REP Coinvest III Omni GP, LLC as General Partner of REP Coinvest III-A Omni, L.P. and General Partner of REP Coinvest III-B Omni, L.P., (v) Ridgemont Equity Management III, L.P. as General Partner of REP FAOM III-S, LP, (vi) Ridgemont Equity Management III, LLC as General Partner of REP Coinvest III Omni GP, LLC and General Partner of Ridgemont Equity Management III, L.P., and (vii) Charles Leonard Anderson. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

F7: These shares of Common Stock are held directly by Robert Leon Edwards, Jr.

Common StockSEC Table I · non-derivativeIndirectSee footnotes.101,745 Reported balance Holding disclosure · report date 2025-06-13 · row 5 Holding and transaction disclosures are not merged.
1 source row

Row 5 · Balance 101,745

F3: Additionally, these shares of Common Stock may be deemed to be indirectly beneficially owned by (i) REP Coinvest III-A Omni, L.P., (ii) REP Coinvest III-B Omni, L.P., (iii) REP FAOM III-S, L.P., (iv) REP Coinvest III Omni GP, LLC as General Partner of REP Coinvest III-A Omni, L.P. and General Partner of REP Coinvest III-B Omni, L.P., (v) Ridgemont Equity Management III, L.P. as General Partner of REP FAOM III-S, LP, (vi) Ridgemont Equity Management III, LLC as General Partner of REP Coinvest III Omni GP, LLC and General Partner of Ridgemont Equity Management III, L.P., and (vii) Charles Leonard Anderson. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

F9: These shares of Common Stock are held directly by REP Coinvest III-B Omni, L.P.

Common StockSEC Table I · non-derivativeIndirectSee footnotes.243,005 Reported balance Holding disclosure · report date 2025-06-13 · row 6 Holding and transaction disclosures are not merged.
1 source row

Row 6 · Balance 243,005

F3: Additionally, these shares of Common Stock may be deemed to be indirectly beneficially owned by (i) REP Coinvest III-A Omni, L.P., (ii) REP Coinvest III-B Omni, L.P., (iii) REP FAOM III-S, L.P., (iv) REP Coinvest III Omni GP, LLC as General Partner of REP Coinvest III-A Omni, L.P. and General Partner of REP Coinvest III-B Omni, L.P., (v) Ridgemont Equity Management III, L.P. as General Partner of REP FAOM III-S, LP, (vi) Ridgemont Equity Management III, LLC as General Partner of REP Coinvest III Omni GP, LLC and General Partner of Ridgemont Equity Management III, L.P., and (vii) Charles Leonard Anderson. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

F10: These shares of Common Stock are held directly by REP FAOM III-S, L.P.

Common StockSEC Table I · non-derivativeIndirectSee footnotes.354,957 Reported balance Holding disclosure · report date 2025-06-13 · row 7 Holding and transaction disclosures are not merged.
1 source row

Row 7 · Balance 354,957

F3: Additionally, these shares of Common Stock may be deemed to be indirectly beneficially owned by (i) REP Coinvest III-A Omni, L.P., (ii) REP Coinvest III-B Omni, L.P., (iii) REP FAOM III-S, L.P., (iv) REP Coinvest III Omni GP, LLC as General Partner of REP Coinvest III-A Omni, L.P. and General Partner of REP Coinvest III-B Omni, L.P., (v) Ridgemont Equity Management III, L.P. as General Partner of REP FAOM III-S, LP, (vi) Ridgemont Equity Management III, LLC as General Partner of REP Coinvest III Omni GP, LLC and General Partner of Ridgemont Equity Management III, L.P., and (vii) Charles Leonard Anderson. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

F11: These shares of Common Stock are held directly by REP Coinvest III-A Omni, L.P.

Filing footnotes · ownership attribution and instrument terms

F1: Represents restricted stock awarded under the Forward Air Corporation 2025 Non-Employee Director Stock Plan in a transaction exempt from Section 16(b) under Rule 16b-3. The stock fully vests on the earlier of (a) the day immediately prior to Forward Air Corporation's 2026 Annual Meeting of Shareholders or (b) the first anniversary of the grant date. The Reporting Person may be deemed to be a member of a group for purposes of the Securities Exchange Act of 1934, as amended, with Ridgemont Equity Management III, LLC; REP Omni Holdings, L.P.; REP Coinvest III-A Omni, L.P.; REP Coinvest III-B Omni, L.P.; REP FAOM III-S, L.P.; Ridgemont Equity Partners Affiliates III, L.P.; REP Coinvest III Omni GP, LLC; Ridgemont Equity Management III, L.P.; REP Omni Holdings GP, LLC; and Charles Leonard Anderson (collectively, the Group).

F2: (Continued from footnote 1) The Reporting Person serves on the board of directors of the Issuer as a designee of one or more members of the Group. Pursuant to the policies of the members of the Group and their affiliates, the Reporting Person will be deemed to hold any securities of the Issuer he may receive in connection with his service on the board of directors of the Issuer for the benefit of one or more members of the Group. Accordingly, each of the members of the Group may be deemed to be a "director by deputization" of the Issuer. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

F3: Additionally, these shares of Common Stock may be deemed to be indirectly beneficially owned by (i) REP Coinvest III-A Omni, L.P., (ii) REP Coinvest III-B Omni, L.P., (iii) REP FAOM III-S, L.P., (iv) REP Coinvest III Omni GP, LLC as General Partner of REP Coinvest III-A Omni, L.P. and General Partner of REP Coinvest III-B Omni, L.P., (v) Ridgemont Equity Management III, L.P. as General Partner of REP FAOM III-S, LP, (vi) Ridgemont Equity Management III, LLC as General Partner of REP Coinvest III Omni GP, LLC and General Partner of Ridgemont Equity Management III, L.P., and (vii) Charles Leonard Anderson. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

F4: On June 13, 2025, the board of directors of Forward Air Corporation determined to issue shares of Common Stock pursuant to the reporting person's Non-Employee Director Annual Compensation Agreement, as amended (the "NED Compensation Agreement"). The Reporting Person may be deemed to be a member of a group for purposes of the Securities Exchange Act of 1934, as amended, with Ridgemont Equity Management III, LLC; REP Omni Holdings, L.P.; REP Coinvest III-A Omni, L.P.; REP Coinvest III-B Omni, L.P.; REP FAOM III-S, L.P.; Ridgemont Equity Partners Affiliates III, L.P.; REP Coinvest III Omni GP, LLC; Ridgemont Equity Management III, L.P.; REP Omni Holdings GP, LLC; and Charles Leonard Anderson (collectively, the Group).

F5: (Continued from footnote 4) The Reporting Person serves on the board of directors of the Issuer as a designee of one or more members of the Group. Pursuant to the policies of the members of the Group and their affiliates, the Reporting Person will be deemed to hold any securities of the Issuer he may receive in connection with his service on the board of directors of the Issuer for the benefit of one or more members of the Group. Accordingly, each of the members of the Group may be deemed to be a "director by deputization" of the Issuer. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

F6: Represents restricted stock awarded to Charles Leonard Anderson, who is a member of the Group, under the Forward Air Corporation 2025 Non-Employee Director Stock Plan in a transaction exempt from Section 16(b) under Rule 16b-3. The stock fully vests on the earlier of (a) the day immediately prior Forward Air Corporation's 2026 Annual Meeting of Shareholders or (b) the first anniversary of the grant date.

F7: These shares of Common Stock are held directly by Robert Leon Edwards, Jr.

F8: On June 13, 2025, the board of directors of Forward Air Corporation determined to issue shares of Common Stock pursuant to the NED Compensation Agreement entered into by Robert Leon Edwards, Jr., who is a member of the Group.

F9: These shares of Common Stock are held directly by REP Coinvest III-B Omni, L.P.

F10: These shares of Common Stock are held directly by REP FAOM III-S, L.P.

F11: These shares of Common Stock are held directly by REP Coinvest III-A Omni, L.P.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
June 13, 2025 Filed Jun 18, 2025 01:10 UTC FORWARD AIR CORP FWRD · Entity 5395 GrantCommon Stock 6,963 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-031992 · wk-form4_1750209026.xml · nonDerivative · entry 4

ANDERSON CHARLES LEONARD · CIK 0001995776 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes.

Disclosed balance after: 13,846

F8 · shares: On June 13, 2025, the board of directors of Forward Air Corporation determined to issue shares of Common Stock pursuant to the NED Compensation Agreement entered into by Robert Leon Edwards, Jr., who is a member of the Group.

F3 · ownership.direct: Additionally, these shares of Common Stock may be deemed to be indirectly beneficially owned by (i) REP Coinvest III-A Omni, L.P., (ii) REP Coinvest III-B Omni, L.P., (iii) REP FAOM III-S, L.P., (iv) REP Coinvest III Omni GP, LLC as General Partner of REP Coinvest III-A Omni, L.P. and General Partner of REP Coinvest III-B Omni, L.P., (v) Ridgemont Equity Management III, L.P. as General Partner of REP FAOM III-S, LP, (vi) Ridgemont Equity Management III, LLC as General Partner of REP Coinvest III Omni GP, LLC and General Partner of Ridgemont Equity Management III, L.P., and (vii) Charles Leonard Anderson. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

F7 · ownership.direct: These shares of Common Stock are held directly by Robert Leon Edwards, Jr.

Read SEC document
June 13, 2025 Filed Jun 18, 2025 01:10 UTC FORWARD AIR CORP FWRD · Entity 5395 GrantCommon Stock 6,432 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-031992 · wk-form4_1750209026.xml · nonDerivative · entry 3

ANDERSON CHARLES LEONARD · CIK 0001995776 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes.

Disclosed balance after: 6,883

F6 · shares: Represents restricted stock awarded to Charles Leonard Anderson, who is a member of the Group, under the Forward Air Corporation 2025 Non-Employee Director Stock Plan in a transaction exempt from Section 16(b) under Rule 16b-3. The stock fully vests on the earlier of (a) the day immediately prior Forward Air Corporation's 2026 Annual Meeting of Shareholders or (b) the first anniversary of the grant date.

F3 · ownership.direct: Additionally, these shares of Common Stock may be deemed to be indirectly beneficially owned by (i) REP Coinvest III-A Omni, L.P., (ii) REP Coinvest III-B Omni, L.P., (iii) REP FAOM III-S, L.P., (iv) REP Coinvest III Omni GP, LLC as General Partner of REP Coinvest III-A Omni, L.P. and General Partner of REP Coinvest III-B Omni, L.P., (v) Ridgemont Equity Management III, L.P. as General Partner of REP FAOM III-S, LP, (vi) Ridgemont Equity Management III, LLC as General Partner of REP Coinvest III Omni GP, LLC and General Partner of Ridgemont Equity Management III, L.P., and (vii) Charles Leonard Anderson. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

F7 · ownership.direct: These shares of Common Stock are held directly by Robert Leon Edwards, Jr.

Read SEC document
June 13, 2025 Filed Jun 18, 2025 01:10 UTC FORWARD AIR CORP FWRD · Entity 5395 GrantCommon Stock 6,963 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-031992 · wk-form4_1750209026.xml · nonDerivative · entry 2

ANDERSON CHARLES LEONARD · CIK 0001995776 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,846

F4 · shares: On June 13, 2025, the board of directors of Forward Air Corporation determined to issue shares of Common Stock pursuant to the reporting person's Non-Employee Director Annual Compensation Agreement, as amended (the "NED Compensation Agreement"). The Reporting Person may be deemed to be a member of a group for purposes of the Securities Exchange Act of 1934, as amended, with Ridgemont Equity Management III, LLC; REP Omni Holdings, L.P.; REP Coinvest III-A Omni, L.P.; REP Coinvest III-B Omni, L.P.; REP FAOM III-S, L.P.; Ridgemont Equity Partners Affiliates III, L.P.; REP Coinvest III Omni GP, LLC; Ridgemont Equity Management III, L.P.; REP Omni Holdings GP, LLC; and Charles Leonard Anderson (collectively, the Group).

F5 · shares: (Continued from footnote 4) The Reporting Person serves on the board of directors of the Issuer as a designee of one or more members of the Group. Pursuant to the policies of the members of the Group and their affiliates, the Reporting Person will be deemed to hold any securities of the Issuer he may receive in connection with his service on the board of directors of the Issuer for the benefit of one or more members of the Group. Accordingly, each of the members of the Group may be deemed to be a "director by deputization" of the Issuer. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

F3 · ownership.direct: Additionally, these shares of Common Stock may be deemed to be indirectly beneficially owned by (i) REP Coinvest III-A Omni, L.P., (ii) REP Coinvest III-B Omni, L.P., (iii) REP FAOM III-S, L.P., (iv) REP Coinvest III Omni GP, LLC as General Partner of REP Coinvest III-A Omni, L.P. and General Partner of REP Coinvest III-B Omni, L.P., (v) Ridgemont Equity Management III, L.P. as General Partner of REP FAOM III-S, LP, (vi) Ridgemont Equity Management III, LLC as General Partner of REP Coinvest III Omni GP, LLC and General Partner of Ridgemont Equity Management III, L.P., and (vii) Charles Leonard Anderson. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

Read SEC document
June 13, 2025 Filed Jun 18, 2025 01:10 UTC FORWARD AIR CORP FWRD · Entity 5395 GrantCommon Stock 6,432 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-031992 · wk-form4_1750209026.xml · nonDerivative · entry 1

ANDERSON CHARLES LEONARD · CIK 0001995776 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,883

F1 · shares: Represents restricted stock awarded under the Forward Air Corporation 2025 Non-Employee Director Stock Plan in a transaction exempt from Section 16(b) under Rule 16b-3. The stock fully vests on the earlier of (a) the day immediately prior to Forward Air Corporation's 2026 Annual Meeting of Shareholders or (b) the first anniversary of the grant date. The Reporting Person may be deemed to be a member of a group for purposes of the Securities Exchange Act of 1934, as amended, with Ridgemont Equity Management III, LLC; REP Omni Holdings, L.P.; REP Coinvest III-A Omni, L.P.; REP Coinvest III-B Omni, L.P.; REP FAOM III-S, L.P.; Ridgemont Equity Partners Affiliates III, L.P.; REP Coinvest III Omni GP, LLC; Ridgemont Equity Management III, L.P.; REP Omni Holdings GP, LLC; and Charles Leonard Anderson (collectively, the Group).

F2 · shares: (Continued from footnote 1) The Reporting Person serves on the board of directors of the Issuer as a designee of one or more members of the Group. Pursuant to the policies of the members of the Group and their affiliates, the Reporting Person will be deemed to hold any securities of the Issuer he may receive in connection with his service on the board of directors of the Issuer for the benefit of one or more members of the Group. Accordingly, each of the members of the Group may be deemed to be a "director by deputization" of the Issuer. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

F3 · ownership.direct: Additionally, these shares of Common Stock may be deemed to be indirectly beneficially owned by (i) REP Coinvest III-A Omni, L.P., (ii) REP Coinvest III-B Omni, L.P., (iii) REP FAOM III-S, L.P., (iv) REP Coinvest III Omni GP, LLC as General Partner of REP Coinvest III-A Omni, L.P. and General Partner of REP Coinvest III-B Omni, L.P., (v) Ridgemont Equity Management III, L.P. as General Partner of REP FAOM III-S, LP, (vi) Ridgemont Equity Management III, LLC as General Partner of REP Coinvest III Omni GP, LLC and General Partner of Ridgemont Equity Management III, L.P., and (vii) Charles Leonard Anderson. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

Read SEC document
August 02, 2024 Filed Aug 13, 2024 01:16 UTC FORWARD AIR CORP FWRD · Entity 5395 ConversionOpco Class B Units · Derivative 24,920 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-095693 · ownership.xml · derivative · entry 7

Ridgemont Equity Management III, LLC · CIK 0002010676 · Director · 10% owner

REP Omni Holdings, L.P. · CIK 0002010680 · Director · 10% owner

REP Coinvest III-A Omni, L.P. · CIK 0002010678 · Director · 10% owner

REP Coinvest III-B Omni, L.P. · CIK 0002010679 · Director · 10% owner

REP FAOM III-S, L.P. · CIK 0002010674 · Director · 10% owner

Ridgemont Equity Partners Affiliates III, L.P. · CIK 0001754722 · Director · 10% owner

REP Coinvest III Omni GP, LLC · CIK 0002010671 · Director · 10% owner

Ridgemont Equity Management III, L.P. · CIK 0002010672 · Director · 10% owner

REP Omni Holdings GP, LLC · CIK 0002011762 · Director · 10% owner

ANDERSON CHARLES LEONARD · CIK 0001995776 · Director

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes.

Disclosed balance after: 39,330

Underlying: Common Stock · 24,920 shares

Expires not disclosed

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.

F8 · kind: Reflects the automatic conversion of Opco Series C-2 Preferred Units into an equivalent number of Opco Class B Units and Series B Preferred Units upon receipt of approval from the Issuer's shareholders at their annual meeting held on June 3, 2024. Opco Class B Units are paired with an equivalent number of Series B Preferred Units and together are convertible into shares of Common Stock of the Issuer on a one-for-one basis (one Class B Unit and one Series B Preferred Unit for one share of Common Stock) at any time, at the holder's election, and have no expiration date. The right to exchange the units will be (1) subject to any applicable lock-up period to which the rollover holder is subject, customary procedural requirements and, subject to exceptions for exchanging all of a rollover holder's remaining units, minimum exchange amounts of 30,000 Class B Units Series B Preferred Units and (2) limited to no more than two exchange exercises per calendar quarter per holder.

F8 · derivative.expiration_date: Reflects the automatic conversion of Opco Series C-2 Preferred Units into an equivalent number of Opco Class B Units and Series B Preferred Units upon receipt of approval from the Issuer's shareholders at their annual meeting held on June 3, 2024. Opco Class B Units are paired with an equivalent number of Series B Preferred Units and together are convertible into shares of Common Stock of the Issuer on a one-for-one basis (one Class B Unit and one Series B Preferred Unit for one share of Common Stock) at any time, at the holder's election, and have no expiration date. The right to exchange the units will be (1) subject to any applicable lock-up period to which the rollover holder is subject, customary procedural requirements and, subject to exceptions for exchanging all of a rollover holder's remaining units, minimum exchange amounts of 30,000 Class B Units Series B Preferred Units and (2) limited to no more than two exchange exercises per calendar quarter per holder.

F10 · ownership.nature: These Opco Class B Units and a corresponding number of Series B. Preferred Units are held directly by Ridgemont Equity Partners Affiliates III, L.P.

F11 · ownership.nature: The Opco Class B Units and the corresponding Series B. Preferred Units may be deemed to be indirectly beneficially owned by (i) REP Omni Holdings, L.P, (ii) REP Omni Holdings GP, LLC, as General Partner of REP Omni Holdings, L.P., (iii) REP Coinvest III-A Omni, L.P., (iv) REP Coinvest III-B Omni, L.P., (v) REP FAOM III-S, L.P., (vi) REP Coinvest III Omni GP, LLC as General Partner of REP Coinvest III-A Omni, L.P. and General Partner of REP Coinvest III-B Omni, L.P., (vii) Ridgemont Equity Partners Affiliates III L.P, (viii) Ridgemont Equity Management III, L.P. as General Partner of REP FAOM III-S, LP and General Partner of Ridgemont Equity Partners Affiliates III L.P, (ix) Ridgemont Equity Management III, LLC as Sole Member of REP Omni Holdings GP, LLC, Sole Member of REP Coinvest III Omni GP, LLC, and General Partner of Ridgemont Equity Management III, L.P., (x) Charles Leonard Anderson, and (xi) Robert Leon Edwards Jr.

Read SEC document
August 02, 2024 Filed Aug 13, 2024 01:16 UTC FORWARD AIR CORP FWRD · Entity 5395 ConversionOpco Class B Units · Derivative 1,993,623 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-095693 · ownership.xml · derivative · entry 6

Ridgemont Equity Management III, LLC · CIK 0002010676 · Director · 10% owner

REP Omni Holdings, L.P. · CIK 0002010680 · Director · 10% owner

REP Coinvest III-A Omni, L.P. · CIK 0002010678 · Director · 10% owner

REP Coinvest III-B Omni, L.P. · CIK 0002010679 · Director · 10% owner

REP FAOM III-S, L.P. · CIK 0002010674 · Director · 10% owner

Ridgemont Equity Partners Affiliates III, L.P. · CIK 0001754722 · Director · 10% owner

REP Coinvest III Omni GP, LLC · CIK 0002010671 · Director · 10% owner

Ridgemont Equity Management III, L.P. · CIK 0002010672 · Director · 10% owner

REP Omni Holdings GP, LLC · CIK 0002011762 · Director · 10% owner

ANDERSON CHARLES LEONARD · CIK 0001995776 · Director

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes.

Disclosed balance after: 3,146,469

Underlying: Common Stock · 1,993,623 shares

Expires not disclosed

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.

F8 · kind: Reflects the automatic conversion of Opco Series C-2 Preferred Units into an equivalent number of Opco Class B Units and Series B Preferred Units upon receipt of approval from the Issuer's shareholders at their annual meeting held on June 3, 2024. Opco Class B Units are paired with an equivalent number of Series B Preferred Units and together are convertible into shares of Common Stock of the Issuer on a one-for-one basis (one Class B Unit and one Series B Preferred Unit for one share of Common Stock) at any time, at the holder's election, and have no expiration date. The right to exchange the units will be (1) subject to any applicable lock-up period to which the rollover holder is subject, customary procedural requirements and, subject to exceptions for exchanging all of a rollover holder's remaining units, minimum exchange amounts of 30,000 Class B Units Series B Preferred Units and (2) limited to no more than two exchange exercises per calendar quarter per holder.

F8 · derivative.expiration_date: Reflects the automatic conversion of Opco Series C-2 Preferred Units into an equivalent number of Opco Class B Units and Series B Preferred Units upon receipt of approval from the Issuer's shareholders at their annual meeting held on June 3, 2024. Opco Class B Units are paired with an equivalent number of Series B Preferred Units and together are convertible into shares of Common Stock of the Issuer on a one-for-one basis (one Class B Unit and one Series B Preferred Unit for one share of Common Stock) at any time, at the holder's election, and have no expiration date. The right to exchange the units will be (1) subject to any applicable lock-up period to which the rollover holder is subject, customary procedural requirements and, subject to exceptions for exchanging all of a rollover holder's remaining units, minimum exchange amounts of 30,000 Class B Units Series B Preferred Units and (2) limited to no more than two exchange exercises per calendar quarter per holder.

F9 · ownership.nature: These Opco Class B Units and a corresponding number of Series B. Preferred Units are held directly by REP Omni Holdings, LP.

F11 · ownership.nature: The Opco Class B Units and the corresponding Series B. Preferred Units may be deemed to be indirectly beneficially owned by (i) REP Omni Holdings, L.P, (ii) REP Omni Holdings GP, LLC, as General Partner of REP Omni Holdings, L.P., (iii) REP Coinvest III-A Omni, L.P., (iv) REP Coinvest III-B Omni, L.P., (v) REP FAOM III-S, L.P., (vi) REP Coinvest III Omni GP, LLC as General Partner of REP Coinvest III-A Omni, L.P. and General Partner of REP Coinvest III-B Omni, L.P., (vii) Ridgemont Equity Partners Affiliates III L.P, (viii) Ridgemont Equity Management III, L.P. as General Partner of REP FAOM III-S, LP and General Partner of Ridgemont Equity Partners Affiliates III L.P, (ix) Ridgemont Equity Management III, LLC as Sole Member of REP Omni Holdings GP, LLC, Sole Member of REP Coinvest III Omni GP, LLC, and General Partner of Ridgemont Equity Management III, L.P., (x) Charles Leonard Anderson, and (xi) Robert Leon Edwards Jr.

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August 02, 2024 Filed Aug 13, 2024 01:16 UTC FORWARD AIR CORP FWRD · Entity 5395 ConversionCommon Stock 420,229 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-095693 · ownership.xml · nonDerivative · entry 3

Ridgemont Equity Management III, LLC · CIK 0002010676 · Director · 10% owner

REP Omni Holdings, L.P. · CIK 0002010680 · Director · 10% owner

REP Coinvest III-A Omni, L.P. · CIK 0002010678 · Director · 10% owner

REP Coinvest III-B Omni, L.P. · CIK 0002010679 · Director · 10% owner

REP FAOM III-S, L.P. · CIK 0002010674 · Director · 10% owner

Ridgemont Equity Partners Affiliates III, L.P. · CIK 0001754722 · Director · 10% owner

REP Coinvest III Omni GP, LLC · CIK 0002010671 · Director · 10% owner

Ridgemont Equity Management III, L.P. · CIK 0002010672 · Director · 10% owner

REP Omni Holdings GP, LLC · CIK 0002011762 · Director · 10% owner

ANDERSON CHARLES LEONARD · CIK 0001995776 · Director

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes.

Disclosed balance after: 663,234

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.

F1 · kind: Reflects the automatic conversion of Series C Preferred Units into an equivalent number of shares of Common Stock upon receipt of approval from the Issuer's shareholders at their annual meeting held on June 3, 2024.

F4 · ownership.nature: These shares of Common Stock are held directly by REP FAOM III-S, LP.

F7 · ownership.nature: These shares of Common Stock may be deemed to be indirectly beneficially owned by (i) REP Omni Holdings, L.P, (ii) REP Omni Holdings GP, LLC, as General Partner of REP Omni Holdings, L.P., (iii) REP Coinvest III-A Omni, L.P., (iv) REP Coinvest III-B Omni, L.P., (v) REP FAOM III-S, L.P., (vi) REP Coinvest III Omni GP, LLC as General Partner of REP Coinvest III-A Omni, L.P. and General Partner of REP Coinvest III-B Omni, L.P., (vii) Ridgemont Equity Management III, L.P. as General Partner of REP FAOM III-S, LP, (viii) Ridgemont Equity Partners Affiliates III L.P, (ix) Ridgemont Equity Management III, LLC as General Partner of REP Coinvest III Omni GP, LLC, General Partner of Ridgemont Equity Management III, L.P., and General Partners of Ridgemont Equity Partners Affiliates III, L.P., (x) Charles Leonard Anderson, and (xi) Robert Leon Edwards Jr.

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August 02, 2024 Filed Aug 13, 2024 01:16 UTC FORWARD AIR CORP FWRD · Entity 5395 ConversionCommon Stock 175,948 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-095693 · ownership.xml · nonDerivative · entry 2

Ridgemont Equity Management III, LLC · CIK 0002010676 · Director · 10% owner

REP Omni Holdings, L.P. · CIK 0002010680 · Director · 10% owner

REP Coinvest III-A Omni, L.P. · CIK 0002010678 · Director · 10% owner

REP Coinvest III-B Omni, L.P. · CIK 0002010679 · Director · 10% owner

REP FAOM III-S, L.P. · CIK 0002010674 · Director · 10% owner

Ridgemont Equity Partners Affiliates III, L.P. · CIK 0001754722 · Director · 10% owner

REP Coinvest III Omni GP, LLC · CIK 0002010671 · Director · 10% owner

Ridgemont Equity Management III, L.P. · CIK 0002010672 · Director · 10% owner

REP Omni Holdings GP, LLC · CIK 0002011762 · Director · 10% owner

ANDERSON CHARLES LEONARD · CIK 0001995776 · Director

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes.

Disclosed balance after: 277,693

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.

F1 · kind: Reflects the automatic conversion of Series C Preferred Units into an equivalent number of shares of Common Stock upon receipt of approval from the Issuer's shareholders at their annual meeting held on June 3, 2024.

F3 · ownership.nature: These shares of Common Stock are held directly by REP Coinvest III-B Omni, L.P.

F7 · ownership.nature: These shares of Common Stock may be deemed to be indirectly beneficially owned by (i) REP Omni Holdings, L.P, (ii) REP Omni Holdings GP, LLC, as General Partner of REP Omni Holdings, L.P., (iii) REP Coinvest III-A Omni, L.P., (iv) REP Coinvest III-B Omni, L.P., (v) REP FAOM III-S, L.P., (vi) REP Coinvest III Omni GP, LLC as General Partner of REP Coinvest III-A Omni, L.P. and General Partner of REP Coinvest III-B Omni, L.P., (vii) Ridgemont Equity Management III, L.P. as General Partner of REP FAOM III-S, LP, (viii) Ridgemont Equity Partners Affiliates III L.P, (ix) Ridgemont Equity Management III, LLC as General Partner of REP Coinvest III Omni GP, LLC, General Partner of Ridgemont Equity Management III, L.P., and General Partners of Ridgemont Equity Partners Affiliates III, L.P., (x) Charles Leonard Anderson, and (xi) Robert Leon Edwards Jr.

Read SEC document
August 02, 2024 Filed Aug 13, 2024 01:16 UTC FORWARD AIR CORP FWRD · Entity 5395 ConversionCommon Stock 613,829 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-095693 · ownership.xml · nonDerivative · entry 1

Ridgemont Equity Management III, LLC · CIK 0002010676 · Director · 10% owner

REP Omni Holdings, L.P. · CIK 0002010680 · Director · 10% owner

REP Coinvest III-A Omni, L.P. · CIK 0002010678 · Director · 10% owner

REP Coinvest III-B Omni, L.P. · CIK 0002010679 · Director · 10% owner

REP FAOM III-S, L.P. · CIK 0002010674 · Director · 10% owner

Ridgemont Equity Partners Affiliates III, L.P. · CIK 0001754722 · Director · 10% owner

REP Coinvest III Omni GP, LLC · CIK 0002010671 · Director · 10% owner

Ridgemont Equity Management III, L.P. · CIK 0002010672 · Director · 10% owner

REP Omni Holdings GP, LLC · CIK 0002011762 · Director · 10% owner

ANDERSON CHARLES LEONARD · CIK 0001995776 · Director

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes.

Disclosed balance after: 968,786

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.

F1 · kind: Reflects the automatic conversion of Series C Preferred Units into an equivalent number of shares of Common Stock upon receipt of approval from the Issuer's shareholders at their annual meeting held on June 3, 2024.

F2 · ownership.nature: These shares of Common Stock are held directly by REP Coinvest III-A Omni, L.P.

F7 · ownership.nature: These shares of Common Stock may be deemed to be indirectly beneficially owned by (i) REP Omni Holdings, L.P, (ii) REP Omni Holdings GP, LLC, as General Partner of REP Omni Holdings, L.P., (iii) REP Coinvest III-A Omni, L.P., (iv) REP Coinvest III-B Omni, L.P., (v) REP FAOM III-S, L.P., (vi) REP Coinvest III Omni GP, LLC as General Partner of REP Coinvest III-A Omni, L.P. and General Partner of REP Coinvest III-B Omni, L.P., (vii) Ridgemont Equity Management III, L.P. as General Partner of REP FAOM III-S, LP, (viii) Ridgemont Equity Partners Affiliates III L.P, (ix) Ridgemont Equity Management III, LLC as General Partner of REP Coinvest III Omni GP, LLC, General Partner of Ridgemont Equity Management III, L.P., and General Partners of Ridgemont Equity Partners Affiliates III, L.P., (x) Charles Leonard Anderson, and (xi) Robert Leon Edwards Jr.

Read SEC document
February 23, 2024 Filed Mar 1, 2024 02:23 UTC FORWARD AIR CORP FWRD · Entity 5395 GrantCommon Stock 451 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-008095 · wk-form4_1709259766.xml · nonDerivative · entry 2

ANDERSON CHARLES LEONARD · CIK 0001995776 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes.

Disclosed balance after: 451

F4 · shares: Represents restricted stock awarded to Charles Leonard Anderson, who is a member of the Group, under the Forward Air Corporation Amended and Restated Non-Employee Director Stock Plan in a transaction exempt from Section 16(b) under Rule 16b-3. The stock fully vests on the earlier of (a) the day immediately prior to the first Annual Meeting that occurs after the grant date or (b) the first anniversary of the grant date.

F3 · ownership.direct: Additionally, these shares of Common Stock may be deemed to be indirectly beneficially owned by (i) REP Coinvest III-A Omni, L.P., (ii) REP Coinvest III-B Omni, L.P., (iii) REP FAOM III-S, L.P., (iv) REP Coinvest III Omni GP, LLC as General Partner of REP Coinvest III-A Omni, L.P. and General Partner of REP Coinvest III-B Omni, L.P., (v) Ridgemont Equity Management III, L.P. as General Partner of REP FAOM III-S, LP, (vi) Ridgemont Equity Management III, LLC as General Partner of REP Coinvest III Omni GP, LLC and General Partner of Ridgemont Equity Management III, L.P., and (vii) Charles Leonard Anderson. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

F5 · ownership.direct: These shares of Common Stock are held directly by Charles Leonard Anderson.

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February 23, 2024 Filed Mar 1, 2024 02:23 UTC FORWARD AIR CORP FWRD · Entity 5395 GrantCommon Stock 451 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-008095 · wk-form4_1709259766.xml · nonDerivative · entry 1

ANDERSON CHARLES LEONARD · CIK 0001995776 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 451

F1 · shares: Represents restricted stock awarded to the Reporting Person under the Forward Air Corporation Amended and Restated Non-Employee Director Stock Plan in a transaction exempt from Section 16(b) under Rule 16b-3. The stock fully vests on the earlier of (a) the day immediately prior to the first Annual Meeting that occurs after the grant date or (b) the first anniversary of the grant date. The Reporting Person may be deemed to be a member of a group for purposes of the Securities Exchange Act of 1934, as amended, with Ridgemont Equity Management III, LLC; REP Omni Holdings, L.P.; REP Coinvest III-A Omni, L.P.; REP Coinvest III-B Omni, L.P.; REP FAOM III-S, L.P.; Ridgemont Equity Partners Affiliates III, L.P.; REP Coinvest III Omni GP, LLC; Ridgemont Equity Management III, L.P.; REP Omni Holdings GP, LLC; and Charles Leonard Anderson (collectively, the Group).

F2 · shares: (Continued from footnote 1) The Reporting Person serves on the board of directors of the Issuer as a designee of one or more members of the Group. Pursuant to the policies of the members of the Group and their affiliates, the Reporting Person will be deemed to hold any securities of the Issuer he may receive in connection with his service on the board of directors of the Issuer for the benefit of one or more members of the Group. Accordingly, each of the members of the Group may be deemed to be a "director by deputization" of the Issuer. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

F3 · ownership.direct: Additionally, these shares of Common Stock may be deemed to be indirectly beneficially owned by (i) REP Coinvest III-A Omni, L.P., (ii) REP Coinvest III-B Omni, L.P., (iii) REP FAOM III-S, L.P., (iv) REP Coinvest III Omni GP, LLC as General Partner of REP Coinvest III-A Omni, L.P. and General Partner of REP Coinvest III-B Omni, L.P., (v) Ridgemont Equity Management III, L.P. as General Partner of REP FAOM III-S, LP, (vi) Ridgemont Equity Management III, LLC as General Partner of REP Coinvest III Omni GP, LLC and General Partner of Ridgemont Equity Management III, L.P., and (vii) Charles Leonard Anderson. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.