Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FORWARD AIR CORPFWRD · Entity 5395 | Chief Operating Officer | March 15, 2024 | April 01, 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.
FORWARD AIR CORP
Report date March 15, 2024 · Filed April 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 60,064.3776 |
Ending reported balance
After 2024-03-15 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2024-03-15 · Grant · Acquired 3,422 · Balance 60,180.3776 F1: Represents an award of performance shares that vests on March 15, 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 2 · 2024-03-15 · Tax withholding · Disposed 1,021 · Balance 59,159.3776 F2: Shares withheld by Issuer to satisfy minimum tax withholding obligation upon vesting of performance share award on March 15, 2024. Row 3 · 2024-03-15 · Grant · Acquired 1,290 · Balance 60,449.3776 F3: Represents an award of performance shares that vests on March 15, 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 4 · 2024-03-15 · Tax withholding · Disposed 385 · Balance 60,064.3776 F2: Shares withheld by Issuer to satisfy minimum tax withholding obligation upon vesting of performance share award on March 15, 2024. |
| Common StockSEC Table I · non-derivative | IndirectBy Son | 29 |
Reported balance
Holding disclosure · report date 2024-03-15 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 29 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of performance shares that vests on March 15, 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.
F2: Shares withheld by Issuer to satisfy minimum tax withholding obligation upon vesting of performance share award on March 15, 2024.
F3: Represents an award of performance shares that vests on March 15, 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.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 06, 2017 Filed Feb 8, 2017 23:14 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 288 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-17-000016 · wf-form4_148659563065696.xml · nonDerivative · entry 2 RUBLE CHRIS C · CIK 0001182297 · President - Expedited Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,820.2869 F3 · kind: Restricted stock withheld by Issuer to satisfy minimum tax withholding obligation on vesting of restricted stock. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 23:14 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-17-000016 · wf-form4_148659563065696.xml · nonDerivative · entry 1 RUBLE CHRIS C · CIK 0001182297 · President - Expedited Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,108.2869 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 2/6/18 and fully vesting on 2/6/20. F2 · balance_after: Includes 65.8704 shares acquired under the Issuer's employee stock purchase plan in June and December 2016. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 19:37 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,000 | $28.61 Strike: $28.61 | $114,440.00 |
DisclosureSEC source: 0000912728-16-000323 · wf-form4_148053463911830.xml · derivative · entry 4 RUBLE CHRIS C · CIK 0001182297 · President - Expedited Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,435 Underlying: Common Stock · 4,000 shares Expires 2018-02-11 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 · derivative.exercise_date: This option vests 33-1/3% each year over a three year period commencing on 2/11/11. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 19:37 UTC | FORWARD AIR CORP FWRD · Entity 5395 | SaleCommon Stock | 4,000 | $48.75 | $195,000.00 |
DisclosureSEC source: 0000912728-16-000323 · wf-form4_148053463911830.xml · nonDerivative · entry 2 RUBLE CHRIS C · CIK 0001182297 · President - Expedited Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,742.4165 Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 19:37 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Exercise / conversionCommon Stock | 4,000 | $28.61 | $114,440.00 |
DisclosureSEC source: 0000912728-16-000323 · wf-form4_148053463911830.xml · nonDerivative · entry 1 RUBLE CHRIS C · CIK 0001182297 · President - Expedited Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,742.4165 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.