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HODGE MICHAEL B

Disclosed activity across 1 company

Tapewire entity
78411
SEC CIK
0001995325

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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-derivativeDirect93,846 Ending reported balance After 2025-06-13 transaction · row 2
2 source rows · reconciled sequence

Row 1 · 2025-06-13 · Grant · Acquired 6,432 · Balance 86,883

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.

Row 2 · 2025-06-13 · Grant · Acquired 6,963 · Balance 93,846

F2: 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.

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.

F2: 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.

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.”

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Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
June 13, 2025 Filed Jun 18, 2025 01:16 UTC FORWARD AIR CORP FWRD · Entity 5395 GrantCommon Stock 6,963 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-032001 · wk-form4_1750209354.xml · nonDerivative · entry 2

HODGE MICHAEL B · CIK 0001995325 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,846

F2 · 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.

Read SEC document
June 13, 2025 Filed Jun 18, 2025 01:16 UTC FORWARD AIR CORP FWRD · Entity 5395 GrantCommon Stock 6,432 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-032001 · wk-form4_1750209354.xml · nonDerivative · entry 1

HODGE MICHAEL B · CIK 0001995325 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,883

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.

Read SEC document
May 06, 2025 Filed May 8, 2025 13:33 UTC FORWARD AIR CORP FWRD · Entity 5395 Disposition to issuerClass B Units · Derivative 70,000 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC source: 0001628280-25-023510 · wk-form4_1746711211.xml · derivative · entry 2

HODGE MICHAEL B · CIK 0001995325 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 490,774

Underlying: Common Stock · 70,000 shares

Expires not disclosed

F1 · price: On May 6, 2025, Mr. Hodge elected to exchange 70,000 Class B Units of Forward Air Corporation (the "Company") on a one-for one basis for 70,000 shares of common stock, $0.01 par value, of the Company. The Class B Units do not have an expiration date.

F1 · derivative.exercise_date: On May 6, 2025, Mr. Hodge elected to exchange 70,000 Class B Units of Forward Air Corporation (the "Company") on a one-for one basis for 70,000 shares of common stock, $0.01 par value, of the Company. The Class B Units do not have an expiration date.

F1 · derivative.expiration_date: On May 6, 2025, Mr. Hodge elected to exchange 70,000 Class B Units of Forward Air Corporation (the "Company") on a one-for one basis for 70,000 shares of common stock, $0.01 par value, of the Company. The Class B Units do not have an expiration date.

Read SEC document
May 06, 2025 Filed May 8, 2025 13:33 UTC FORWARD AIR CORP FWRD · Entity 5395 GrantCommon Stock 70,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-023510 · wk-form4_1746711211.xml · nonDerivative · entry 1

HODGE MICHAEL B · CIK 0001995325 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,451

F1 · shares: On May 6, 2025, Mr. Hodge elected to exchange 70,000 Class B Units of Forward Air Corporation (the "Company") on a one-for one basis for 70,000 shares of common stock, $0.01 par value, of the Company. The Class B Units do not have an expiration date.

Read SEC document
October 30, 2024 Filed Nov 5, 2024 21:02 UTC FORWARD AIR CORP FWRD · Entity 5395 OtherClass B Units · Derivative 560,774 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001628280-24-045263 · wk-form4_1730840530.xml · derivative · entry 4

HODGE MICHAEL B · CIK 0001995325 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 560,774

Underlying: Common Stock · 560,774 shares

Expires not disclosed

F4 · kind: On October 30, 2024, the reporting person received 560,774 Opco Class B Units as a distribution from the LLC. Opco Class B Units are exchangeable at the option of the holder into shares of the Issuer's common stock. The Opco Class B Units do not have an expiration date.

F4 · derivative.exercise_date: On October 30, 2024, the reporting person received 560,774 Opco Class B Units as a distribution from the LLC. Opco Class B Units are exchangeable at the option of the holder into shares of the Issuer's common stock. The Opco Class B Units do not have an expiration date.

F4 · derivative.expiration_date: On October 30, 2024, the reporting person received 560,774 Opco Class B Units as a distribution from the LLC. Opco Class B Units are exchangeable at the option of the holder into shares of the Issuer's common stock. The Opco Class B Units do not have an expiration date.

Read SEC document
October 30, 2024 Filed Nov 5, 2024 21:02 UTC FORWARD AIR CORP FWRD · Entity 5395 OtherClass B Units · Derivative 991,945 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001628280-24-045263 · wk-form4_1730840530.xml · derivative · entry 3

HODGE MICHAEL B · CIK 0001995325 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 0

Underlying: Common Stock · 991,945 shares

Expires not disclosed

F3 · kind: On October 30, 2024, the LLC, made a distribution of 991,945 Opco Class B Units to its members. In prior reports, the reporting person reported beneficial ownership of all 991,945 Opco Class B Units held by the LLC as held indirectly by the reporting person.

F4 · derivative.exercise_date: On October 30, 2024, the reporting person received 560,774 Opco Class B Units as a distribution from the LLC. Opco Class B Units are exchangeable at the option of the holder into shares of the Issuer's common stock. The Opco Class B Units do not have an expiration date.

F4 · derivative.expiration_date: On October 30, 2024, the reporting person received 560,774 Opco Class B Units as a distribution from the LLC. Opco Class B Units are exchangeable at the option of the holder into shares of the Issuer's common stock. The Opco Class B Units do not have an expiration date.

Read SEC document
October 30, 2024 Filed Nov 5, 2024 21:02 UTC FORWARD AIR CORP FWRD · Entity 5395 OtherSeries B Preferred Units · Derivative 560,774 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001628280-24-045263 · wk-form4_1730840530.xml · derivative · entry 2

HODGE MICHAEL B · CIK 0001995325 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 560,774

Underlying: Common Stock · 560,774 shares

Expires not disclosed

F2 · kind: On October 30, 2024, the reporting person received 560,774 Series B Preferred Units as a distribution from the LLC. Series B Preferred Units are exchangeable at the option of the holder into shares of the Issuer's common stock. The Series B Preferred Units do not have an expiration date.

F2 · derivative.exercise_date: On October 30, 2024, the reporting person received 560,774 Series B Preferred Units as a distribution from the LLC. Series B Preferred Units are exchangeable at the option of the holder into shares of the Issuer's common stock. The Series B Preferred Units do not have an expiration date.

F2 · derivative.expiration_date: On October 30, 2024, the reporting person received 560,774 Series B Preferred Units as a distribution from the LLC. Series B Preferred Units are exchangeable at the option of the holder into shares of the Issuer's common stock. The Series B Preferred Units do not have an expiration date.

Read SEC document
October 30, 2024 Filed Nov 5, 2024 21:02 UTC FORWARD AIR CORP FWRD · Entity 5395 OtherSeries B Preferred Units · Derivative 991,945 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001628280-24-045263 · wk-form4_1730840530.xml · derivative · entry 1

HODGE MICHAEL B · CIK 0001995325 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 0

Underlying: Common Stock · 991,945 shares

Expires not disclosed

F1 · kind: On October 30, 2024, EVE Omni Investor, LLC (the "LLC"), made a distribution of 991,945 Series B Preferred Units to its members. In prior reports, the reporting person reported beneficial ownership of all 991,945 Series B Preferred Units held by the LLC as held indirectly by the reporting person.

F2 · derivative.exercise_date: On October 30, 2024, the reporting person received 560,774 Series B Preferred Units as a distribution from the LLC. Series B Preferred Units are exchangeable at the option of the holder into shares of the Issuer's common stock. The Series B Preferred Units do not have an expiration date.

F2 · derivative.expiration_date: On October 30, 2024, the reporting person received 560,774 Series B Preferred Units as a distribution from the LLC. Series B Preferred Units are exchangeable at the option of the holder into shares of the Issuer's common stock. The Series B Preferred Units do not have an expiration date.

Read SEC document
August 02, 2024 Filed Aug 7, 2024 01:22 UTC FORWARD AIR CORP FWRD · Entity 5395 ConversionClass B Units · Derivative 577,814 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001628280-24-035337 · wk-form4_1722993730.xml · derivative · entry 2

HODGE MICHAEL B · CIK 0001995325 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 911,945

Underlying: Common Stock · 577,814 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.

F1 · kind: Reflects the conversion of 577,814 Opco Series C-2 Units acquired by EVE Omni Investor, LLC (the "LLC") in January 2024 into a corresponding 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. Series B Preferred Units and corresponding Opco Class B Units are exchangeable at the option of the holder into shares of the Issuer's common stock on a one-for-one basis.

F1 · shares: Reflects the conversion of 577,814 Opco Series C-2 Units acquired by EVE Omni Investor, LLC (the "LLC") in January 2024 into a corresponding 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. Series B Preferred Units and corresponding Opco Class B Units are exchangeable at the option of the holder into shares of the Issuer's common stock on a one-for-one basis.

F2 · derivative.exercise_date: The Series B Preferred Units and Opco Class B Units do not have an expiration date. The reporting person is the manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

F2 · derivative.expiration_date: The Series B Preferred Units and Opco Class B Units do not have an expiration date. The reporting person is the manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

F2 · ownership.nature: The Series B Preferred Units and Opco Class B Units do not have an expiration date. The reporting person is the manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

Read SEC document
August 02, 2024 Filed Aug 7, 2024 01:22 UTC FORWARD AIR CORP FWRD · Entity 5395 ConversionSeries B Preferred Units · Derivative 577,814 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001628280-24-035337 · wk-form4_1722993730.xml · derivative · entry 1

HODGE MICHAEL B · CIK 0001995325 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 911,945

Underlying: Common Stock · 577,814 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.

F1 · kind: Reflects the conversion of 577,814 Opco Series C-2 Units acquired by EVE Omni Investor, LLC (the "LLC") in January 2024 into a corresponding 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. Series B Preferred Units and corresponding Opco Class B Units are exchangeable at the option of the holder into shares of the Issuer's common stock on a one-for-one basis.

F1 · shares: Reflects the conversion of 577,814 Opco Series C-2 Units acquired by EVE Omni Investor, LLC (the "LLC") in January 2024 into a corresponding 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. Series B Preferred Units and corresponding Opco Class B Units are exchangeable at the option of the holder into shares of the Issuer's common stock on a one-for-one basis.

F2 · derivative.exercise_date: The Series B Preferred Units and Opco Class B Units do not have an expiration date. The reporting person is the manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

F2 · derivative.expiration_date: The Series B Preferred Units and Opco Class B Units do not have an expiration date. The reporting person is the manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

F2 · ownership.nature: The Series B Preferred Units and Opco Class B Units do not have an expiration date. The reporting person is the manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

Read SEC document
July 09, 2024 Filed Jul 12, 2024 01:19 UTC FORWARD AIR CORP FWRD · Entity 5395 OtherSeries C-2 Units · Derivative 37,678 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001628280-24-031723 · wk-form4_1720747180.xml · derivative · entry 3

HODGE MICHAEL B · CIK 0001995325 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 577,864

Underlying: Class B Units · 37,678 shares

Expires not disclosed

F5 · shares: Reflects 37,678 Opco Series C-2 Units acquired by the LLC pursuant to a transfer from J.S. International Shipping Corp. (the "Opco Series C-2 Transfer"). On June 3, 2024, in accordance with the applicable rules of the Nasdaq Stock Market LLC, the Issuer's shareholders approved the conversion of the Opco Series C-2 Units into Series B Preferred Units and corresponding Opco Class B Units (which together are exchangeable into the Issuer's common stock). The Opco Series C-2 Transfer was effective as of July 9, 2024 and made pursuant to a certain profit sharing agreement between the LLC and J.S. International Shipping Corp.

F6 · derivative.exercise_date: Represents Opco Series C-2 Units held by the LLC. The Opco Series C-2 Units will automatically convert into a corresponding number of Opco Class B Units and Series B Preferred Units upon receipt of approval from the Issuer's shareholders. The Opco Series C-2 Units do not have an expiration date. The reporting person is the manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

F6 · derivative.expiration_date: Represents Opco Series C-2 Units held by the LLC. The Opco Series C-2 Units will automatically convert into a corresponding number of Opco Class B Units and Series B Preferred Units upon receipt of approval from the Issuer's shareholders. The Opco Series C-2 Units do not have an expiration date. The reporting person is the manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

F6 · ownership.nature: Represents Opco Series C-2 Units held by the LLC. The Opco Series C-2 Units will automatically convert into a corresponding number of Opco Class B Units and Series B Preferred Units upon receipt of approval from the Issuer's shareholders. The Opco Series C-2 Units do not have an expiration date. The reporting person is the manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

Read SEC document
July 09, 2024 Filed Jul 12, 2024 01:19 UTC FORWARD AIR CORP FWRD · Entity 5395 OtherClass B Units · Derivative 21,788 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001628280-24-031723 · wk-form4_1720747180.xml · derivative · entry 2

HODGE MICHAEL B · CIK 0001995325 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 334,131

Underlying: Common Stock · 21,788 shares

Expires not disclosed

F3 · shares: Reflects 21,788 Opco Class B Units acquired by the LLC pursuant to a transfer from J.S. International Shipping Corp. (the "Opco Class B Transfer"). The Opco Class B Transfer was effective as of July 9, 2024 and made pursuant to a certain profit sharing agreement between the LLC and J.S. International Shipping Corp.

F4 · derivative.exercise_date: Represents Opco Class B Units held by the LLC. Series B Preferred Units and corresponding Opco Class B Units are exchangeable into shares of the Issuer's common stock. The Opco Class B Units do not have an expiration date. The reporting person is the manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

F4 · derivative.expiration_date: Represents Opco Class B Units held by the LLC. Series B Preferred Units and corresponding Opco Class B Units are exchangeable into shares of the Issuer's common stock. The Opco Class B Units do not have an expiration date. The reporting person is the manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

F4 · ownership.nature: Represents Opco Class B Units held by the LLC. Series B Preferred Units and corresponding Opco Class B Units are exchangeable into shares of the Issuer's common stock. The Opco Class B Units do not have an expiration date. The reporting person is the manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

Read SEC document
July 09, 2024 Filed Jul 12, 2024 01:19 UTC FORWARD AIR CORP FWRD · Entity 5395 OtherSeries B Preferred Units · Derivative 21,788 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001628280-24-031723 · wk-form4_1720747180.xml · derivative · entry 1

HODGE MICHAEL B · CIK 0001995325 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 334,131

Underlying: Common Stock · 21,788 shares

Expires not disclosed

F1 · shares: Reflects 21,788 Series B Preferred Units acquired by EVE Omni Investor, LLC (the "LLC") pursuant to a transfer from J.S. International Shipping Corp. (the "Series B Transfer"). The Series B Transfer was effective as of July 9, 2024 and made pursuant to a certain profit sharing agreement between the LLC and J.S. International Shipping Corp.

F2 · derivative.exercise_date: Represents Series B Preferred Units held by the LLC. Series B Preferred Units and corresponding Opco Class B Units are exchangeable at the option of the holder into shares of the Issuer's common stock. The Series B Preferred Units do not have an expiration date. The reporting person is the manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

F2 · derivative.expiration_date: Represents Series B Preferred Units held by the LLC. Series B Preferred Units and corresponding Opco Class B Units are exchangeable at the option of the holder into shares of the Issuer's common stock. The Series B Preferred Units do not have an expiration date. The reporting person is the manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

F2 · ownership.nature: Represents Series B Preferred Units held by the LLC. Series B Preferred Units and corresponding Opco Class B Units are exchangeable at the option of the holder into shares of the Issuer's common stock. The Series B Preferred Units do not have an expiration date. The reporting person is the manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

Read SEC document
May 31, 2024 Filed Jun 5, 2024 01:31 UTC FORWARD AIR CORP FWRD · Entity 5395 OtherSeries C-2 Units · Derivative 796,944 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001628280-24-026752 · wk-form4_1717551084.xml · derivative · entry 3

HODGE MICHAEL B · CIK 0001995325 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 540,186

Underlying: Class B Units · 796,944 shares

Expires not disclosed

F1 · kind: Reflects a distribution from EVE Omni Investor, LLC (the "LLC") in connection with the redemptions of its former co-manager for no consideration. The reporting person is a co-manager of the LLC.

F1 · shares: Reflects a distribution from EVE Omni Investor, LLC (the "LLC") in connection with the redemptions of its former co-manager for no consideration. The reporting person is a co-manager of the LLC.

F4 · derivative.exercise_date: Represents Opco Series C-2 Units held by the LLC. The Opco Series C-2 Units will automatically convert into a corresponding number of Opco Class B Units and Series B Preferred Units upon receipt of approval from the Issuer's shareholders. The Opco Series C-2 Units do not have an expiration date. The reporting person is a co-manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

F4 · derivative.expiration_date: Represents Opco Series C-2 Units held by the LLC. The Opco Series C-2 Units will automatically convert into a corresponding number of Opco Class B Units and Series B Preferred Units upon receipt of approval from the Issuer's shareholders. The Opco Series C-2 Units do not have an expiration date. The reporting person is a co-manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

F4 · ownership.nature: Represents Opco Series C-2 Units held by the LLC. The Opco Series C-2 Units will automatically convert into a corresponding number of Opco Class B Units and Series B Preferred Units upon receipt of approval from the Issuer's shareholders. The Opco Series C-2 Units do not have an expiration date. The reporting person is a co-manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

Read SEC document
May 31, 2024 Filed Jun 5, 2024 01:31 UTC FORWARD AIR CORP FWRD · Entity 5395 OtherClass B Units · Derivative 460,871 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001628280-24-026752 · wk-form4_1717551084.xml · derivative · entry 2

HODGE MICHAEL B · CIK 0001995325 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 312,343

Underlying: Common Stock · 460,871 shares

Expires not disclosed

F1 · kind: Reflects a distribution from EVE Omni Investor, LLC (the "LLC") in connection with the redemptions of its former co-manager for no consideration. The reporting person is a co-manager of the LLC.

F1 · shares: Reflects a distribution from EVE Omni Investor, LLC (the "LLC") in connection with the redemptions of its former co-manager for no consideration. The reporting person is a co-manager of the LLC.

F3 · derivative.exercise_date: Represents Opco Class B Units held by the LLC. Series B Preferred Units and corresponding Opco Class B Units are exchangeable into shares of the Issuer's common stock. The Opco Class B Units do not have an expiration date. The reporting person is a co-manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

F3 · derivative.expiration_date: Represents Opco Class B Units held by the LLC. Series B Preferred Units and corresponding Opco Class B Units are exchangeable into shares of the Issuer's common stock. The Opco Class B Units do not have an expiration date. The reporting person is a co-manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

F3 · ownership.nature: Represents Opco Class B Units held by the LLC. Series B Preferred Units and corresponding Opco Class B Units are exchangeable into shares of the Issuer's common stock. The Opco Class B Units do not have an expiration date. The reporting person is a co-manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

Read SEC document
May 31, 2024 Filed Jun 5, 2024 01:31 UTC FORWARD AIR CORP FWRD · Entity 5395 OtherSeries B Preferred Units · Derivative 460,871 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001628280-24-026752 · wk-form4_1717551084.xml · derivative · entry 1

HODGE MICHAEL B · CIK 0001995325 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 312,343

Underlying: Common Stock · 460,871 shares

Expires not disclosed

F1 · kind: Reflects a distribution from EVE Omni Investor, LLC (the "LLC") in connection with the redemptions of its former co-manager for no consideration. The reporting person is a co-manager of the LLC.

F1 · shares: Reflects a distribution from EVE Omni Investor, LLC (the "LLC") in connection with the redemptions of its former co-manager for no consideration. The reporting person is a co-manager of the LLC.

F2 · derivative.exercise_date: Represents Series B Preferred Units held by the LLC. Series B Preferred Units and corresponding Opco Class B Units are exchangeable at the option of the holder into shares of the Issuer's common stock. The Series B Preferred Units do not have an expiration date. The reporting person is a co-manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

F2 · derivative.expiration_date: Represents Series B Preferred Units held by the LLC. Series B Preferred Units and corresponding Opco Class B Units are exchangeable at the option of the holder into shares of the Issuer's common stock. The Series B Preferred Units do not have an expiration date. The reporting person is a co-manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

F2 · ownership.nature: Represents Series B Preferred Units held by the LLC. Series B Preferred Units and corresponding Opco Class B Units are exchangeable at the option of the holder into shares of the Issuer's common stock. The Series B Preferred Units do not have an expiration date. The reporting person is a co-manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

Read SEC document
May 22, 2024 Filed May 25, 2024 00:10 UTC FORWARD AIR CORP FWRD · Entity 5395 OtherSeries C-2 Units · Derivative 46,916 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001628280-24-025276 · wk-form4_1716595792.xml · derivative · entry 3

HODGE MICHAEL B · CIK 0001995325 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 1,337,130

Underlying: Class B Units · 46,916 shares

Expires not disclosed

F5 · kind: Reflects (i) 37,167 Opco Series C-2 Units acquired by the LLC pursuant to a transfer from Omni Rollover, Inc. and (ii) 9,749 Opco Series C-2 Units acquired by the LLC pursuant to a transfer from MKJ Holdco, LLC (the "Opco Series C-2 Transfers"). The Opco Series C-2 Transfers were effective as of May 22, 2024 and made pursuant to certain profit sharing agreements between the LLC, Omni Rollover, Inc. and MKJ Holdco, LLC.

F5 · shares: Reflects (i) 37,167 Opco Series C-2 Units acquired by the LLC pursuant to a transfer from Omni Rollover, Inc. and (ii) 9,749 Opco Series C-2 Units acquired by the LLC pursuant to a transfer from MKJ Holdco, LLC (the "Opco Series C-2 Transfers"). The Opco Series C-2 Transfers were effective as of May 22, 2024 and made pursuant to certain profit sharing agreements between the LLC, Omni Rollover, Inc. and MKJ Holdco, LLC.

F6 · derivative.exercise_date: Represents Opco Series C-2 Units held by the LLC. The Opco Series C-2 Units will automatically convert into a corresponding number of Opco Class B Units and Series B Preferred Units upon receipt of approval from the Issuer's shareholders. The Opco Series C-2 Units do not have an expiration date. The reporting person is a co-manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

F6 · derivative.expiration_date: Represents Opco Series C-2 Units held by the LLC. The Opco Series C-2 Units will automatically convert into a corresponding number of Opco Class B Units and Series B Preferred Units upon receipt of approval from the Issuer's shareholders. The Opco Series C-2 Units do not have an expiration date. The reporting person is a co-manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

F6 · ownership.nature: Represents Opco Series C-2 Units held by the LLC. The Opco Series C-2 Units will automatically convert into a corresponding number of Opco Class B Units and Series B Preferred Units upon receipt of approval from the Issuer's shareholders. The Opco Series C-2 Units do not have an expiration date. The reporting person is a co-manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

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May 22, 2024 Filed May 25, 2024 00:10 UTC FORWARD AIR CORP FWRD · Entity 5395 OtherClass B Units · Derivative 27,128 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001628280-24-025276 · wk-form4_1716595792.xml · derivative · entry 2

HODGE MICHAEL B · CIK 0001995325 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 773,214

Underlying: Common Stock · 27,128 shares

Expires not disclosed

F3 · kind: Reflects (i) 21,491 Opco Class B Units acquired by the LLC pursuant to a transfer from Omni Rollover, Inc. and (ii) 5,637 Opco Class B Units acquired by the LLC pursuant to a transfer from MKJ Holdco, LLC (the "Opco Class B Transfers"). The Opco Class B Transfers were effective as of May 22, 2024 and made pursuant to certain profit sharing agreements between the LLC, Omni Rollover, Inc. and MKJ Holdco, LLC.

F3 · shares: Reflects (i) 21,491 Opco Class B Units acquired by the LLC pursuant to a transfer from Omni Rollover, Inc. and (ii) 5,637 Opco Class B Units acquired by the LLC pursuant to a transfer from MKJ Holdco, LLC (the "Opco Class B Transfers"). The Opco Class B Transfers were effective as of May 22, 2024 and made pursuant to certain profit sharing agreements between the LLC, Omni Rollover, Inc. and MKJ Holdco, LLC.

F4 · derivative.exercise_date: Represents Opco Class B Units held by the LLC. Series B Preferred Units and corresponding Opco Class B Units are exchangeable into shares of the Issuer's common stock. The Opco Class B Units do not have an expiration date. The reporting person is a co-manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

F4 · derivative.expiration_date: Represents Opco Class B Units held by the LLC. Series B Preferred Units and corresponding Opco Class B Units are exchangeable into shares of the Issuer's common stock. The Opco Class B Units do not have an expiration date. The reporting person is a co-manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

F4 · ownership.nature: Represents Opco Class B Units held by the LLC. Series B Preferred Units and corresponding Opco Class B Units are exchangeable into shares of the Issuer's common stock. The Opco Class B Units do not have an expiration date. The reporting person is a co-manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

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May 22, 2024 Filed May 25, 2024 00:10 UTC FORWARD AIR CORP FWRD · Entity 5395 OtherSeries B Preferred Units · Derivative 27,128 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001628280-24-025276 · wk-form4_1716595792.xml · derivative · entry 1

HODGE MICHAEL B · CIK 0001995325 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 773,214

Underlying: Common Stock · 27,128 shares

Expires not disclosed

F1 · kind: Reflects (i) 21,491 Series B Preferred Units acquired by EVE Omni Investor, LLC (the "LLC") pursuant to a transfer from Omni Rollover, Inc. and (ii) 5,637 Series B Preferred Units acquired by the LLC pursuant to a transfer from MKJ Holdco, LLC (the "Series B Transfers"). The Series B Transfers were effective as of May 22, 2024 and made pursuant to certain profit sharing agreements between the LLC, Omni Rollover, Inc. and MKJ Holdco, LLC.

F1 · shares: Reflects (i) 21,491 Series B Preferred Units acquired by EVE Omni Investor, LLC (the "LLC") pursuant to a transfer from Omni Rollover, Inc. and (ii) 5,637 Series B Preferred Units acquired by the LLC pursuant to a transfer from MKJ Holdco, LLC (the "Series B Transfers"). The Series B Transfers were effective as of May 22, 2024 and made pursuant to certain profit sharing agreements between the LLC, Omni Rollover, Inc. and MKJ Holdco, LLC.

F2 · derivative.exercise_date: Represents Series B Preferred Units held by the LLC. Series B Preferred Units and corresponding Opco Class B Units are exchangeable at the option of the holder into shares of the Issuer's common stock. The Series B Preferred Units do not have an expiration date. The reporting person is a co-manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

F2 · derivative.expiration_date: Represents Series B Preferred Units held by the LLC. Series B Preferred Units and corresponding Opco Class B Units are exchangeable at the option of the holder into shares of the Issuer's common stock. The Series B Preferred Units do not have an expiration date. The reporting person is a co-manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

F2 · ownership.nature: Represents Series B Preferred Units held by the LLC. Series B Preferred Units and corresponding Opco Class B Units are exchangeable at the option of the holder into shares of the Issuer's common stock. The Series B Preferred Units do not have an expiration date. The reporting person is a co-manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

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March 14, 2024 Filed Mar 30, 2024 01:38 UTC FORWARD AIR CORP FWRD · Entity 5395 OtherSeries C-2 Units · Derivative 1,640,350 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001628280-24-013864 · wk-form4_1711762682.xml · derivative · entry 3

HODGE MICHAEL B · CIK 0001995325 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 1,290,214

Underlying: Class B Units · 1,640,350 shares

Expires not disclosed

F1 · kind: Distribution from Omni Investor Holdings, LLC, of which the reporting person is a co-manager.

F1 · shares: Distribution from Omni Investor Holdings, LLC, of which the reporting person is a co-manager.

F4 · derivative.exercise_date: Represents Opco Series C-2 Units received by the LLC. The Opco Series C-2 Units will automatically convert into a corresponding number of Opco Class B Units and Series B Preferred Units upon receipt of approval from the Issuer's shareholders. The Opco Series C-2 Units do not have an expiration date. The reporting person is a co-manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

F4 · derivative.expiration_date: Represents Opco Series C-2 Units received by the LLC. The Opco Series C-2 Units will automatically convert into a corresponding number of Opco Class B Units and Series B Preferred Units upon receipt of approval from the Issuer's shareholders. The Opco Series C-2 Units do not have an expiration date. The reporting person is a co-manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

F4 · ownership.nature: Represents Opco Series C-2 Units received by the LLC. The Opco Series C-2 Units will automatically convert into a corresponding number of Opco Class B Units and Series B Preferred Units upon receipt of approval from the Issuer's shareholders. The Opco Series C-2 Units do not have an expiration date. The reporting person is a co-manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

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March 14, 2024 Filed Mar 30, 2024 01:38 UTC FORWARD AIR CORP FWRD · Entity 5395 OtherClass B Units · Derivative 948,588 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001628280-24-013864 · wk-form4_1711762682.xml · derivative · entry 2

HODGE MICHAEL B · CIK 0001995325 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 746,086

Underlying: Common Stock · 948,588 shares

Expires not disclosed

F1 · kind: Distribution from Omni Investor Holdings, LLC, of which the reporting person is a co-manager.

F1 · shares: Distribution from Omni Investor Holdings, LLC, of which the reporting person is a co-manager.

F3 · derivative.exercise_date: Represents Opco Class B Units received by the LLC. Series B Preferred Units and corresponding Opco Class B Units are exchangeable into shares of the Issuer's common stock. The Opco Class B Units do not have an expiration date. The reporting person is a co-manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

F3 · derivative.expiration_date: Represents Opco Class B Units received by the LLC. Series B Preferred Units and corresponding Opco Class B Units are exchangeable into shares of the Issuer's common stock. The Opco Class B Units do not have an expiration date. The reporting person is a co-manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

F3 · ownership.nature: Represents Opco Class B Units received by the LLC. Series B Preferred Units and corresponding Opco Class B Units are exchangeable into shares of the Issuer's common stock. The Opco Class B Units do not have an expiration date. The reporting person is a co-manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

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March 14, 2024 Filed Mar 30, 2024 01:38 UTC FORWARD AIR CORP FWRD · Entity 5395 OtherSeries B Preferred Units · Derivative 948,588 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001628280-24-013864 · wk-form4_1711762682.xml · derivative · entry 1

HODGE MICHAEL B · CIK 0001995325 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 746,086

Underlying: Common Stock · 948,588 shares

Expires not disclosed

F1 · kind: Distribution from Omni Investor Holdings, LLC, of which the reporting person is a co-manager.

F1 · shares: Distribution from Omni Investor Holdings, LLC, of which the reporting person is a co-manager.

F2 · derivative.exercise_date: Represents Series B Preferred Units received by EVE Omni Investor, LLC (the 'LLC'). Series B Preferred Units and corresponding Opco Class B Units are exchangeable at the option of the holder into shares of the Issuer's common stock. The Series B Preferred Units do not have an expiration date. The reporting person is a co-manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

F2 · derivative.expiration_date: Represents Series B Preferred Units received by EVE Omni Investor, LLC (the 'LLC'). Series B Preferred Units and corresponding Opco Class B Units are exchangeable at the option of the holder into shares of the Issuer's common stock. The Series B Preferred Units do not have an expiration date. The reporting person is a co-manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

F2 · ownership.nature: Represents Series B Preferred Units received by EVE Omni Investor, LLC (the 'LLC'). Series B Preferred Units and corresponding Opco Class B Units are exchangeable at the option of the holder into shares of the Issuer's common stock. The Series B Preferred Units do not have an expiration date. The reporting person is a co-manager of the LLC. The reporting person disclaims beneficial ownership of the securities held by the LLC, except to the extent of his pecuniary interest therein.

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February 23, 2024 Filed Feb 28, 2024 11:59 UTC FORWARD AIR CORP FWRD · Entity 5395 GrantCommon Stock 451 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-007386 · wk-form4_1709121554.xml · nonDerivative · entry 1

HODGE MICHAEL B · CIK 0001995325 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,451

F1 · shares: Represents restricted stock awarded 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.

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January 25, 2024 Filed Jan 30, 2024 02:53 UTC FORWARD AIR CORP FWRD · Entity 5395 GrantSeries C-2 Units · Derivative 2,930,614 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-008512 · ownership.xml · derivative · entry 4

HODGE MICHAEL B · CIK 0001995325 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 2,930,614

Underlying: Series B Preferred Units and Class B Units · 2,930,614 shares

Expires not disclosed

F3 · kind: Represents (i) 2,303,338 Opco Series C-2 Units in Opco received by Omni Investor Holdings, LLC in connection with the Merger, and (ii) 627,226 Opco Series C-2 Units received by EVE Omni Investor, LLC in connection with the Merger. The Opco Series C-2 Units will automatically convert into a corresponding number of Opco Class B Units and Series B Preferred Units upon receipt of approval from the Issuer's shareholders. The reporting person is a co-manager of both Omni Investor Holdings, LLC and EVE Omni Investor, LLC. The Opco Series C-2 Units do not have an expiration date. The reporting person disclaims beneficial ownership of the securities held by Omni Investor Holdings, LLC and EVE Omni Investor, LLC, except to the extent of his pecuniary interest therein.

F3 · shares: Represents (i) 2,303,338 Opco Series C-2 Units in Opco received by Omni Investor Holdings, LLC in connection with the Merger, and (ii) 627,226 Opco Series C-2 Units received by EVE Omni Investor, LLC in connection with the Merger. The Opco Series C-2 Units will automatically convert into a corresponding number of Opco Class B Units and Series B Preferred Units upon receipt of approval from the Issuer's shareholders. The reporting person is a co-manager of both Omni Investor Holdings, LLC and EVE Omni Investor, LLC. The Opco Series C-2 Units do not have an expiration date. The reporting person disclaims beneficial ownership of the securities held by Omni Investor Holdings, LLC and EVE Omni Investor, LLC, except to the extent of his pecuniary interest therein.

F3 · derivative.exercise_date: Represents (i) 2,303,338 Opco Series C-2 Units in Opco received by Omni Investor Holdings, LLC in connection with the Merger, and (ii) 627,226 Opco Series C-2 Units received by EVE Omni Investor, LLC in connection with the Merger. The Opco Series C-2 Units will automatically convert into a corresponding number of Opco Class B Units and Series B Preferred Units upon receipt of approval from the Issuer's shareholders. The reporting person is a co-manager of both Omni Investor Holdings, LLC and EVE Omni Investor, LLC. The Opco Series C-2 Units do not have an expiration date. The reporting person disclaims beneficial ownership of the securities held by Omni Investor Holdings, LLC and EVE Omni Investor, LLC, except to the extent of his pecuniary interest therein.

F3 · derivative.expiration_date: Represents (i) 2,303,338 Opco Series C-2 Units in Opco received by Omni Investor Holdings, LLC in connection with the Merger, and (ii) 627,226 Opco Series C-2 Units received by EVE Omni Investor, LLC in connection with the Merger. The Opco Series C-2 Units will automatically convert into a corresponding number of Opco Class B Units and Series B Preferred Units upon receipt of approval from the Issuer's shareholders. The reporting person is a co-manager of both Omni Investor Holdings, LLC and EVE Omni Investor, LLC. The Opco Series C-2 Units do not have an expiration date. The reporting person disclaims beneficial ownership of the securities held by Omni Investor Holdings, LLC and EVE Omni Investor, LLC, except to the extent of his pecuniary interest therein.

F3 · ownership.nature: Represents (i) 2,303,338 Opco Series C-2 Units in Opco received by Omni Investor Holdings, LLC in connection with the Merger, and (ii) 627,226 Opco Series C-2 Units received by EVE Omni Investor, LLC in connection with the Merger. The Opco Series C-2 Units will automatically convert into a corresponding number of Opco Class B Units and Series B Preferred Units upon receipt of approval from the Issuer's shareholders. The reporting person is a co-manager of both Omni Investor Holdings, LLC and EVE Omni Investor, LLC. The Opco Series C-2 Units do not have an expiration date. The reporting person disclaims beneficial ownership of the securities held by Omni Investor Holdings, LLC and EVE Omni Investor, LLC, except to the extent of his pecuniary interest therein.

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January 25, 2024 Filed Jan 30, 2024 02:53 UTC FORWARD AIR CORP FWRD · Entity 5395 GrantClass B Units · Derivative 1,694,674 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-008512 · ownership.xml · derivative · entry 3

HODGE MICHAEL B · CIK 0001995325 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 1,694,674

Underlying: Common Stock · 1,694,674 shares

Expires not disclosed

F2 · kind: Represents (i) 1,331,970 Opco Class B Units in Clue Opco LLC, a subsidiary of the Company ("Opco") received by Omni Investor Holdings, LLC in connection with the Merger, and (ii) 362,704 Opco Class B Units received by EVE Omni Investor, LLC in connection with the Merger. Series B Preferred Units and corresponding Opco Class B Units are exchangeable at into shares of the Issuer's common stock. The Opco Class B Units do not have an expiration date. The reporting person is a co-manager of both Omni Investor Holdings, LLC and EVE Omni Investor, LLC. The reporting person disclaims beneficial ownership of the securities held by Omni Investor Holdings, LLC and EVE Omni Investor, LLC, except to the extent of his pecuniary interest therein.

F2 · shares: Represents (i) 1,331,970 Opco Class B Units in Clue Opco LLC, a subsidiary of the Company ("Opco") received by Omni Investor Holdings, LLC in connection with the Merger, and (ii) 362,704 Opco Class B Units received by EVE Omni Investor, LLC in connection with the Merger. Series B Preferred Units and corresponding Opco Class B Units are exchangeable at into shares of the Issuer's common stock. The Opco Class B Units do not have an expiration date. The reporting person is a co-manager of both Omni Investor Holdings, LLC and EVE Omni Investor, LLC. The reporting person disclaims beneficial ownership of the securities held by Omni Investor Holdings, LLC and EVE Omni Investor, LLC, except to the extent of his pecuniary interest therein.

F2 · derivative.exercise_date: Represents (i) 1,331,970 Opco Class B Units in Clue Opco LLC, a subsidiary of the Company ("Opco") received by Omni Investor Holdings, LLC in connection with the Merger, and (ii) 362,704 Opco Class B Units received by EVE Omni Investor, LLC in connection with the Merger. Series B Preferred Units and corresponding Opco Class B Units are exchangeable at into shares of the Issuer's common stock. The Opco Class B Units do not have an expiration date. The reporting person is a co-manager of both Omni Investor Holdings, LLC and EVE Omni Investor, LLC. The reporting person disclaims beneficial ownership of the securities held by Omni Investor Holdings, LLC and EVE Omni Investor, LLC, except to the extent of his pecuniary interest therein.

F2 · derivative.expiration_date: Represents (i) 1,331,970 Opco Class B Units in Clue Opco LLC, a subsidiary of the Company ("Opco") received by Omni Investor Holdings, LLC in connection with the Merger, and (ii) 362,704 Opco Class B Units received by EVE Omni Investor, LLC in connection with the Merger. Series B Preferred Units and corresponding Opco Class B Units are exchangeable at into shares of the Issuer's common stock. The Opco Class B Units do not have an expiration date. The reporting person is a co-manager of both Omni Investor Holdings, LLC and EVE Omni Investor, LLC. The reporting person disclaims beneficial ownership of the securities held by Omni Investor Holdings, LLC and EVE Omni Investor, LLC, except to the extent of his pecuniary interest therein.

F2 · ownership.nature: Represents (i) 1,331,970 Opco Class B Units in Clue Opco LLC, a subsidiary of the Company ("Opco") received by Omni Investor Holdings, LLC in connection with the Merger, and (ii) 362,704 Opco Class B Units received by EVE Omni Investor, LLC in connection with the Merger. Series B Preferred Units and corresponding Opco Class B Units are exchangeable at into shares of the Issuer's common stock. The Opco Class B Units do not have an expiration date. The reporting person is a co-manager of both Omni Investor Holdings, LLC and EVE Omni Investor, LLC. The reporting person disclaims beneficial ownership of the securities held by Omni Investor Holdings, LLC and EVE Omni Investor, LLC, except to the extent of his pecuniary interest therein.

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January 25, 2024 Filed Jan 30, 2024 02:53 UTC FORWARD AIR CORP FWRD · Entity 5395 GrantSeries B Preferred Units · Derivative 1,694,674 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-008512 · ownership.xml · derivative · entry 2

HODGE MICHAEL B · CIK 0001995325 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 1,694,674

Underlying: Common Stock · 1,694,674 shares

Expires not disclosed

F1 · kind: Represents (i) 1,331,970 Series B Preferred Units received by Omni Investor Holdings, LLC in connection with the merger of the Issuer and Omni Logistics LLC (the "Merger"), and (ii) 362,704 Series B Preferred Units received by EVE Omni Investor, LLC in connection with the Merger. Series B Preferred Units and corresponding Opco Class B Units are exchangeable at the option of the holder into shares of the Issuer's common stock. The Series B Preferred Units do not have an expiration date. The reporting person is a co-manager of both Omni Investor Holdings, LLC and EVE Omni Investor, LLC. The reporting person disclaims beneficial ownership of the securities held by Omni Investor Holdings, LLC and EVE Omni Investor, LLC, except to the extent of his pecuniary interest therein.

F1 · shares: Represents (i) 1,331,970 Series B Preferred Units received by Omni Investor Holdings, LLC in connection with the merger of the Issuer and Omni Logistics LLC (the "Merger"), and (ii) 362,704 Series B Preferred Units received by EVE Omni Investor, LLC in connection with the Merger. Series B Preferred Units and corresponding Opco Class B Units are exchangeable at the option of the holder into shares of the Issuer's common stock. The Series B Preferred Units do not have an expiration date. The reporting person is a co-manager of both Omni Investor Holdings, LLC and EVE Omni Investor, LLC. The reporting person disclaims beneficial ownership of the securities held by Omni Investor Holdings, LLC and EVE Omni Investor, LLC, except to the extent of his pecuniary interest therein.

F1 · derivative.exercise_date: Represents (i) 1,331,970 Series B Preferred Units received by Omni Investor Holdings, LLC in connection with the merger of the Issuer and Omni Logistics LLC (the "Merger"), and (ii) 362,704 Series B Preferred Units received by EVE Omni Investor, LLC in connection with the Merger. Series B Preferred Units and corresponding Opco Class B Units are exchangeable at the option of the holder into shares of the Issuer's common stock. The Series B Preferred Units do not have an expiration date. The reporting person is a co-manager of both Omni Investor Holdings, LLC and EVE Omni Investor, LLC. The reporting person disclaims beneficial ownership of the securities held by Omni Investor Holdings, LLC and EVE Omni Investor, LLC, except to the extent of his pecuniary interest therein.

F1 · derivative.expiration_date: Represents (i) 1,331,970 Series B Preferred Units received by Omni Investor Holdings, LLC in connection with the merger of the Issuer and Omni Logistics LLC (the "Merger"), and (ii) 362,704 Series B Preferred Units received by EVE Omni Investor, LLC in connection with the Merger. Series B Preferred Units and corresponding Opco Class B Units are exchangeable at the option of the holder into shares of the Issuer's common stock. The Series B Preferred Units do not have an expiration date. The reporting person is a co-manager of both Omni Investor Holdings, LLC and EVE Omni Investor, LLC. The reporting person disclaims beneficial ownership of the securities held by Omni Investor Holdings, LLC and EVE Omni Investor, LLC, except to the extent of his pecuniary interest therein.

F1 · ownership.nature: Represents (i) 1,331,970 Series B Preferred Units received by Omni Investor Holdings, LLC in connection with the merger of the Issuer and Omni Logistics LLC (the "Merger"), and (ii) 362,704 Series B Preferred Units received by EVE Omni Investor, LLC in connection with the Merger. Series B Preferred Units and corresponding Opco Class B Units are exchangeable at the option of the holder into shares of the Issuer's common stock. The Series B Preferred Units do not have an expiration date. The reporting person is a co-manager of both Omni Investor Holdings, LLC and EVE Omni Investor, LLC. The reporting person disclaims beneficial ownership of the securities held by Omni Investor Holdings, LLC and EVE Omni Investor, LLC, 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.