Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ferguson (Jersey) LtdFERG · Entity 88409 | Director | March 07, 2024 | March 11, 2024 |
| Nikola CorpNKLA · Entity 85360 | Chief Commercial Officer | October 23, 2024 | October 24, 2024 |
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.
Ferguson (Jersey) Ltd
Report date March 07, 2024 · Filed March 11, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 2,470 |
Ending reported balance
After 2024-03-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-03-07 · Disposition to issuer · Disposed 707 · Balance 1,763 F1: Effective March 7, 2024, the restricted stock units that were issued to the Issuer's non-employee directors on October 12, 2023 under the Ferguson Non-Employee Director Incentive Plan 2022 will be cancelled (the "Cancelled Director Awards") and a replacement grant of restricted stock units, for the same number of restricted stock units that had been issued under the Cancelled Director Awards with a vesting date of the Issuer's next annual shareholders meeting, subject to the reporting person's continued service through such date, were made to the reporting person under the Ferguson plc 2023 Omnibus Equity Incentive Plan. Row 2 · 2024-03-07 · Grant · Acquired 707 · Balance 2,470 F1: Effective March 7, 2024, the restricted stock units that were issued to the Issuer's non-employee directors on October 12, 2023 under the Ferguson Non-Employee Director Incentive Plan 2022 will be cancelled (the "Cancelled Director Awards") and a replacement grant of restricted stock units, for the same number of restricted stock units that had been issued under the Cancelled Director Awards with a vesting date of the Issuer's next annual shareholders meeting, subject to the reporting person's continued service through such date, were made to the reporting person under the Ferguson plc 2023 Omnibus Equity Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Effective March 7, 2024, the restricted stock units that were issued to the Issuer's non-employee directors on October 12, 2023 under the Ferguson Non-Employee Director Incentive Plan 2022 will be cancelled (the "Cancelled Director Awards") and a replacement grant of restricted stock units, for the same number of restricted stock units that had been issued under the Cancelled Director Awards with a vesting date of the Issuer's next annual shareholders meeting, subject to the reporting person's continued service through such date, were made to the reporting person under the Ferguson plc 2023 Omnibus Equity Incentive Plan.
Nikola Corp
Report date October 23, 2024 · Filed October 24, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,900 |
Reported balance
After 2024-10-23 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-10-23 · Grant · Acquired 37,900 · Balance 37,900 F1: Shares issuable upon settlement of a restricted stock unit award that vests in three equal annual installments beginning on September 3, 2024, subject to continued service with the Issuer through the vesting dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares issuable upon settlement of a restricted stock unit award that vests in three equal annual installments beginning on September 3, 2024, subject to continued service with the Issuer through the vesting dates.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
FORWARD AIR CORP
Report date February 04, 2024 · Filed April 01, 2024
Section 16 reporting ended · disclosed 2024-04-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 84,532 |
Ending reported balance
After 2024-02-09 transaction · row 7
7 source rows · reconciled sequenceRow 1 · 2024-02-04 · Tax withholding · Disposed 952 · Balance 72,927 F1: Shares withheld by Issuer to satisfy minimum tax withholding obligation upon vesting of restricted stock on February 4, 2024. Row 2 · 2024-02-07 · Tax withholding · Disposed 1,096 · Balance 71,831 F2: Shares withheld by Issuer to satisfy minimum tax withholding obligation upon vesting of restricted stock on February 7, 2024. Row 3 · 2024-02-08 · Tax withholding · Disposed 897 · Balance 70,934 F3: Shares withheld by Issuer to satisfy minimum tax withholding obligation upon vesting of restricted stock on February 8, 2024. Row 4 · 2024-02-09 · Grant · Acquired 15,740 · Balance 86,674 F4: Represents an award of performance shares that vests on February 9, 2024. The number of shares awarded was determined based on earnings before interest, taxes, depreciation and amortization per share of the Issuer as compared to pre-set earnings before interest, taxes, depreciation and amortization per share over a three-year performance period. Row 5 · 2024-02-09 · Tax withholding · Disposed 6,304 · Balance 80,370 F5: Shares withheld by Issuer to satisfy minimum tax withholding obligation upon vesting of performance share award on February 9, 2024. Row 6 · 2024-02-09 · Grant · Acquired 5,932 · Balance 86,302 F6: Represents an award of performance shares that vests on February 9, 2024. The number of shares awarded was determined based on the performance of the common stock of the Issuer as compared to the performance of the common stock of a selected peer group over a three-year performance period. Row 7 · 2024-02-09 · Tax withholding · Disposed 1,770 · Balance 84,532 F5: Shares withheld by Issuer to satisfy minimum tax withholding obligation upon vesting of performance share award on February 9, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld by Issuer to satisfy minimum tax withholding obligation upon vesting of restricted stock on February 4, 2024.
F2: Shares withheld by Issuer to satisfy minimum tax withholding obligation upon vesting of restricted stock on February 7, 2024.
F3: Shares withheld by Issuer to satisfy minimum tax withholding obligation upon vesting of restricted stock on February 8, 2024.
F4: Represents an award of performance shares that vests on February 9, 2024. The number of shares awarded was determined based on earnings before interest, taxes, depreciation and amortization per share of the Issuer as compared to pre-set earnings before interest, taxes, depreciation and amortization per share over a three-year performance period.
F5: Shares withheld by Issuer to satisfy minimum tax withholding obligation upon vesting of performance share award on February 9, 2024.
F6: Represents an award of performance shares that vests on February 9, 2024. The number of shares awarded was determined based on the performance of the common stock of the Issuer as compared to the performance of the common stock of a selected peer group over a three-year performance period.
Ferguson Enterprises Inc. /DE/
Report date December 05, 2024 · Filed December 09, 2024
Section 16 reporting ended · disclosed 2024-12-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,310 |
Ending reported balance
After 2024-12-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-12-05 · Grant · Acquired 10 · Balance 2,480 F1: Represents Common Stock received as dividend equivalents upon vesting of Restricted Stock Units. Row 2 · 2024-12-05 · Tax withholding · Disposed 170 · Balance 2,310 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Common Stock received as dividend equivalents upon vesting of Restricted Stock Units.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 05, 2024 Filed Dec 9, 2024 21:31 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | Tax withholdingCommon Stock | 170 | $222.84 | $37,882.80 |
DisclosureSEC source: 0001127602-24-028846 · form4.xml · nonDerivative · entry 2 Schmitt Thomas · CIK 0001751373 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,310 Read SEC document |
| December 05, 2024 Filed Dec 9, 2024 21:31 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-028846 · form4.xml · nonDerivative · entry 1 Schmitt Thomas · CIK 0001751373 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,480 F1 · shares: Represents Common Stock received as dividend equivalents upon vesting of Restricted Stock Units. Read SEC document |
| October 23, 2024 Filed Oct 24, 2024 17:12 UTC | Nikola Corp NKLA · Entity 85360 | GrantCommon Stock | 37,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001731289-24-000242 · wk-form4_1729804333.xml · nonDerivative · entry 1 Schmitt Thomas · CIK 0001751373 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,900 F1 · security: Shares issuable upon settlement of a restricted stock unit award that vests in three equal annual installments beginning on September 3, 2024, subject to continued service with the Issuer through the vesting dates. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 16:15 UTC | Ferguson (Jersey) Ltd FERG · Entity 88409 | GrantOrdinary Shares | 707 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-029279 · ownership.xml · nonDerivative · entry 2 Schmitt Thomas · CIK 0001751373 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,470 F1 · shares: Effective March 7, 2024, the restricted stock units that were issued to the Issuer's non-employee directors on October 12, 2023 under the Ferguson Non-Employee Director Incentive Plan 2022 will be cancelled (the "Cancelled Director Awards") and a replacement grant of restricted stock units, for the same number of restricted stock units that had been issued under the Cancelled Director Awards with a vesting date of the Issuer's next annual shareholders meeting, subject to the reporting person's continued service through such date, were made to the reporting person under the Ferguson plc 2023 Omnibus Equity Incentive Plan. F1 · price: Effective March 7, 2024, the restricted stock units that were issued to the Issuer's non-employee directors on October 12, 2023 under the Ferguson Non-Employee Director Incentive Plan 2022 will be cancelled (the "Cancelled Director Awards") and a replacement grant of restricted stock units, for the same number of restricted stock units that had been issued under the Cancelled Director Awards with a vesting date of the Issuer's next annual shareholders meeting, subject to the reporting person's continued service through such date, were made to the reporting person under the Ferguson plc 2023 Omnibus Equity Incentive Plan. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 16:15 UTC | Ferguson (Jersey) Ltd FERG · Entity 88409 | Disposition to issuerOrdinary Shares | 707 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-029279 · ownership.xml · nonDerivative · entry 1 Schmitt Thomas · CIK 0001751373 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,763 F1 · shares: Effective March 7, 2024, the restricted stock units that were issued to the Issuer's non-employee directors on October 12, 2023 under the Ferguson Non-Employee Director Incentive Plan 2022 will be cancelled (the "Cancelled Director Awards") and a replacement grant of restricted stock units, for the same number of restricted stock units that had been issued under the Cancelled Director Awards with a vesting date of the Issuer's next annual shareholders meeting, subject to the reporting person's continued service through such date, were made to the reporting person under the Ferguson plc 2023 Omnibus Equity Incentive Plan. F1 · price: Effective March 7, 2024, the restricted stock units that were issued to the Issuer's non-employee directors on October 12, 2023 under the Ferguson Non-Employee Director Incentive Plan 2022 will be cancelled (the "Cancelled Director Awards") and a replacement grant of restricted stock units, for the same number of restricted stock units that had been issued under the Cancelled Director Awards with a vesting date of the Issuer's next annual shareholders meeting, subject to the reporting person's continued service through such date, were made to the reporting person under the Ferguson plc 2023 Omnibus Equity Incentive Plan. Read SEC document |
| February 09, 2024 Filed Apr 1, 2024 21:59 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 1,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-014192 · wk-form4_1712008736.xml · nonDerivative · entry 7 Schmitt Thomas · CIK 0001751373 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,532 F5 · kind: Shares withheld by Issuer to satisfy minimum tax withholding obligation upon vesting of performance share award on February 9, 2024. Read SEC document |
| February 09, 2024 Filed Apr 1, 2024 21:59 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 5,932 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-014192 · wk-form4_1712008736.xml · nonDerivative · entry 6 Schmitt Thomas · CIK 0001751373 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,302 F6 · shares: Represents an award of performance shares that vests on February 9, 2024. The number of shares awarded was determined based on the performance of the common stock of the Issuer as compared to the performance of the common stock of a selected peer group over a three-year performance period. Read SEC document |
| February 09, 2024 Filed Apr 1, 2024 21:59 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 6,304 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-014192 · wk-form4_1712008736.xml · nonDerivative · entry 5 Schmitt Thomas · CIK 0001751373 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,370 F5 · kind: Shares withheld by Issuer to satisfy minimum tax withholding obligation upon vesting of performance share award on February 9, 2024. Read SEC document |
| February 09, 2024 Filed Apr 1, 2024 21:59 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 15,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-014192 · wk-form4_1712008736.xml · nonDerivative · entry 4 Schmitt Thomas · CIK 0001751373 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,674 F4 · shares: Represents an award of performance shares that vests on February 9, 2024. The number of shares awarded was determined based on earnings before interest, taxes, depreciation and amortization per share of the Issuer as compared to pre-set earnings before interest, taxes, depreciation and amortization per share over a three-year performance period. Read SEC document |
| February 08, 2024 Filed Apr 1, 2024 21:59 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 897 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-014192 · wk-form4_1712008736.xml · nonDerivative · entry 3 Schmitt Thomas · CIK 0001751373 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,934 F3 · kind: Shares withheld by Issuer to satisfy minimum tax withholding obligation upon vesting of restricted stock on February 8, 2024. Read SEC document |
| February 07, 2024 Filed Apr 1, 2024 21:59 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 1,096 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-014192 · wk-form4_1712008736.xml · nonDerivative · entry 2 Schmitt Thomas · CIK 0001751373 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,831 F2 · kind: Shares withheld by Issuer to satisfy minimum tax withholding obligation upon vesting of restricted stock on February 7, 2024. Read SEC document |
| February 04, 2024 Filed Apr 1, 2024 21:59 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 952 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-014192 · wk-form4_1712008736.xml · nonDerivative · entry 1 Schmitt Thomas · CIK 0001751373 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,927 F1 · kind: Shares withheld by Issuer to satisfy minimum tax withholding obligation upon vesting of restricted stock on February 4, 2024. Read SEC document |
| October 12, 2023 Filed Oct 16, 2023 17:00 UTC | Ferguson (Jersey) Ltd FERG · Entity 88409 | GrantOrdinary Shares | 707 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-23-053570 · ownership.xml · nonDerivative · entry 1 Schmitt Thomas · CIK 0001751373 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,470 F1 · shares: The reported securities represent Restricted Stock Units ("RSUs") which were granted under the Ferguson Non-Employee Director Incentive Plan 2022. F2 · shares: The RSUs are scheduled to vest on October 12, 2024, subject to the reporting person's continued service through such date. F1 · price: The reported securities represent Restricted Stock Units ("RSUs") which were granted under the Ferguson Non-Employee Director Incentive Plan 2022. Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 17:00 UTC | Ferguson (Jersey) Ltd FERG · Entity 88409 | Tax withholdingOrdinary Shares | 79 | $164.50 | $12,995.50 |
DisclosureSEC source: 0000899243-23-019898 · doc4.xml · nonDerivative · entry 2 Schmitt Thomas · CIK 0001751373 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,763 Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 17:00 UTC | Ferguson (Jersey) Ltd FERG · Entity 88409 | GrantOrdinary Shares | 7 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-019898 · doc4.xml · nonDerivative · entry 1 Schmitt Thomas · CIK 0001751373 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,842 F1 · shares: Represents Ordinary Shares received as dividend equivalents upon vesting of Restricted Stock Units. F1 · price: Represents Ordinary Shares received as dividend equivalents upon vesting of Restricted Stock Units. Read SEC document |
| August 17, 2023 Filed Aug 17, 2023 18:12 UTC | FORWARD AIR CORP FWRD · Entity 5395 | PurchaseCommon Stock | 16,050 | $62.70 | $1,006,335.00 |
DisclosureSEC source: 0001628280-23-029800 · wf-form4_169229594759223.xml · nonDerivative · entry 1 Schmitt Thomas · CIK 0001751373 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,879 Read SEC document |
| March 15, 2023 Filed Mar 20, 2023 10:56 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 3,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-008552 · wf-form4_167930976544460.xml · nonDerivative · entry 7 SCHMITT THOMAS · CIK 0001751373 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,829 F5 · kind: Shares withheld by Issuer to satisfy minimum tax withholding obligation upon vesting of performance share award on March 15, 2023. Read SEC document |
| March 15, 2023 Filed Mar 20, 2023 10:56 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 8,159 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-008552 · wf-form4_167930976544460.xml · nonDerivative · entry 6 SCHMITT THOMAS · CIK 0001751373 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,509 F6 · shares: Represents an award of performance shares that vests on March 15, 2023. The number of shares awarded was determined based on the performance of the common stock of the Issuer as compared to the performance of the common stock of a selected peer group over a three-year performance period. Read SEC document |
| March 15, 2023 Filed Mar 20, 2023 10:56 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 4,170 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-008552 · wf-form4_167930976544460.xml · nonDerivative · entry 5 SCHMITT THOMAS · CIK 0001751373 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,350 F5 · kind: Shares withheld by Issuer to satisfy minimum tax withholding obligation upon vesting of performance share award on March 15, 2023. Read SEC document |
| March 15, 2023 Filed Mar 20, 2023 10:56 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 9,246 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-008552 · wf-form4_167930976544460.xml · nonDerivative · entry 4 SCHMITT THOMAS · CIK 0001751373 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,520 F4 · shares: Represents an award of performance shares that vests on March 15, 2023. The number of shares awarded was determined based on earnings before interest, taxes, depreciation and amortization per share of the Issuer as compared to pre-set earnings before interest, taxes, depreciation and amortization per share over a three-year performance period. Read SEC document |
| February 08, 2023 Filed Mar 20, 2023 10:56 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 1,356 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-008552 · wf-form4_167930976544460.xml · nonDerivative · entry 3 SCHMITT THOMAS · CIK 0001751373 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,274 F3 · kind: Shares withheld by Issuer to satisfy minimum tax withholding obligation upon vesting of restricted stock on February 8, 2023. Read SEC document |
| February 07, 2023 Filed Feb 10, 2023 02:25 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 11,018 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-003060 · wf-form4_167599590894497.xml · nonDerivative · entry 1 SCHMITT THOMAS · CIK 0001751373 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,281 F1 · shares: Represents an award of restricted stock. The restricted stock vests in equal installments on February 7, 2024, February 7, 2025, and February 7, 2026. Read SEC document |
| February 04, 2023 Filed Mar 20, 2023 10:56 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 1,211 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-008552 · wf-form4_167930976544460.xml · nonDerivative · entry 2 SCHMITT THOMAS · CIK 0001751373 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,630 F2 · kind: Shares withheld by Issuer to satisfy minimum tax withholding obligation upon vesting of restricted stock on February 4, 2023. Read SEC document |
| February 02, 2023 Filed Mar 20, 2023 10:56 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 1,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-008552 · wf-form4_167930976544460.xml · nonDerivative · entry 1 SCHMITT THOMAS · CIK 0001751373 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,841 F1 · kind: Shares withheld by Issuer to satisfy minimum tax withholding obligation upon vesting of restricted stock on February 2, 2023. Read SEC document |
| February 08, 2022 Filed Feb 9, 2022 23:42 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 9,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-002140 · wf-form4_164445012381463.xml · nonDerivative · entry 3 SCHMITT THOMAS · CIK 0001751373 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,263 F3 · shares: Represents an award of restricted stock. The restricted stock vests in equal installments on February 8, 2023, February 8, 2024 and February 8, 2025. Read SEC document |
| February 04, 2022 Filed Feb 9, 2022 23:42 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 827 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-002140 · wf-form4_164445012381463.xml · nonDerivative · entry 2 SCHMITT THOMAS · CIK 0001751373 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,247 F2 · kind: Shares withheld by Issuer to satisfy minimum tax withholding obligation upon vesting of restricted stock on February 4, 2022. Read SEC document |
| February 02, 2022 Filed Feb 9, 2022 23:42 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 961 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-002140 · wf-form4_164445012381463.xml · nonDerivative · entry 1 SCHMITT THOMAS · CIK 0001751373 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,074 F1 · kind: Shares withheld by Issuer to satisfy minimum tax withholding obligation upon vesting of restricted stock on February 2, 2022. Read SEC document |
| September 01, 2021 Filed Sep 20, 2021 12:31 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 2,735 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-21-000194 · wf-form4_163214105338360.xml · nonDerivative · entry 1 SCHMITT THOMAS · CIK 0001751373 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,035 F1 · kind: Restricted stock withheld by Issuer to satisfy minimum tax withholding obligation on vesting of restricted stock. Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 22:34 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-21-000030 · wf-form4_161282366995020.xml · nonDerivative · entry 1 SCHMITT THOMAS · CIK 0001751373 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,770 F1 · kind: Restricted stock withheld by Issuer to satisfy minimum tax withholding obligation on vesting of restricted stock. Read SEC document |
| February 02, 2021 Filed Feb 5, 2021 02:09 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantStock Option (Right to Buy) · Derivative | 39,139 | $75.05 Strike: $75.05 | $2,937,381.95 |
DisclosureSEC source: 0000912728-21-000013 · wf-form4_161249094461639.xml · derivative · entry 2 SCHMITT THOMAS · CIK 0001751373 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,139 Underlying: Common Stock · 39,139 shares Expires 2028-02-02 F2 · derivative.exercise_date: This option vests 33-1/3% each year over a three year period commencing on 2/2/22. Read SEC document |
| February 02, 2021 Filed Feb 5, 2021 02:09 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 9,577 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-21-000013 · wf-form4_161249094461639.xml · nonDerivative · entry 1 SCHMITT THOMAS · CIK 0001751373 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,614 F1 · shares: Award of time-vesting restricted stock under the Forward Air Corporation 2016 Omnibus Incentive Compensation Plan in a transaction exempt from Section 16(b)under Rule 16b-3. The stock vests equally in one-third increments over three years commencing 2/2/22 and fully vesting on 2/2/24. Read SEC document |
| September 01, 2020 Filed Sep 11, 2020 20:10 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 2,508 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-20-000150 · wf-form4_159985498560669.xml · nonDerivative · entry 1 SCHMITT THOMAS · CIK 0001751373 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,037 F1 · kind: Stock withheld by Issuer to satisfy minimum tax withholding obligation on award of stock. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 22:20 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantStock Option (Right to Buy) · Derivative | 35,918 | $0.00 Strike: $65.96 | $0.00 |
DisclosureSEC source: 0000912728-20-000019 · wf-form4_158102761105288.xml · derivative · entry 2 SCHMITT THOMAS · CIK 0001751373 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,918 Underlying: Common Stock · 35,918 shares Expires 2027-02-04 F2 · derivative.exercise_date: This option vests 33-1/3% each year over a three year period commencing on 2/4/21. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 22:20 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 8,054 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-20-000019 · wf-form4_158102761105288.xml · nonDerivative · entry 1 SCHMITT THOMAS · CIK 0001751373 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,545 F1 · shares: Award of time-vesting restricted stock under the Forward Air Corporation 2016 Omnibus Incentive Compensation Plan in a transaction exempt from Section 16(b)under Rule 16b-3. The stock vests equally in one-third increments over three years commencing 2/4/21 and fully vesting on 2/4/23. Read SEC document |
| September 01, 2019 Filed Sep 4, 2019 19:34 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 2,509 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-19-000126 · wf-form4_156762563373390.xml · nonDerivative · entry 1 SCHMITT THOMAS · CIK 0001751373 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,491 F1 · kind: Restricted stock withheld by Issuer to satisfy minimum tax withholding obligation on vesting of restricted stock. Read SEC document |
| September 01, 2018 Filed Sep 4, 2018 18:24 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantStock Option (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $64.26 | $0.00 |
DisclosureSEC source: 0000912728-18-000125 · wf-form4_153608544413063.xml · derivative · entry 2 SCHMITT THOMAS · CIK 0001751373 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2025-09-01 F2 · derivative.exercise_date: This option vests 33-1/3% each year over a three year period commencing on 9/1/19. Read SEC document |
| September 01, 2018 Filed Sep 4, 2018 18:24 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-18-000125 · wf-form4_153608544413063.xml · nonDerivative · entry 1 SCHMITT THOMAS · CIK 0001751373 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 F1 · shares: Award of time-vesting restricted stock under the Forward Air Corporation 2016 Omnibus Incentive Compensation Plan in a transaction exempt from Section 16(b)under Rule 16b-3. The stock vests equally in one-third increments over three years commencing 9/1/19 and fully vesting on 9/1/21. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.