Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FORWARD AIR CORPFWRD · Entity 5395 | Chief People 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 | 37,107.7029 |
Ending reported balance
After 2024-03-15 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2024-03-15 · Grant · Acquired 1,506 · Balance 37,117.7029 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 419 · Balance 36,698.7029 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 567 · Balance 37,265.7029 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 158 · Balance 37,107.7029 F2: Shares withheld by Issuer to satisfy minimum tax withholding obligation upon vesting of performance share award on March 15, 2024. |
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 04, 2019 Filed Feb 6, 2019 21:35 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 1,862 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-19-000009 · wf-form4_154948894243680.xml · nonDerivative · entry 1 MITCHIN KYLE R · CIK 0001707150 · Senior VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,605.3589 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 2/4/20 and fully vesting on 2/4/22. F2 · balance_after: Includes 52.3550 shares acquired under the Issuer's employee stock purchase plan in June and December 2018. Read SEC document |
| July 24, 2018 Filed Jul 26, 2018 15:27 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-18-000109 · wf-form4_153261885872298.xml · nonDerivative · entry 1 MITCHIN KYLE R · CIK 0001707150 · Senior VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,691.0039 Read SEC document |
| June 12, 2018 Filed Jun 14, 2018 20:08 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 3,595 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-18-000099 · wf-form4_152900689102769.xml · nonDerivative · entry 1 MITCHIN KYLE R · CIK 0001707150 · Senior VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,707.0039 F1 · shares: Award of time-vesting restricted stock issued under the Forward Air Corporation 2016 Omnibus Incentive Compensation Plan in a transaction exempt from Section 16(b) under Rule 16b-3. The stock fully vests on the second anniversary of the grant date. Read SEC document |
| February 09, 2018 Filed Feb 12, 2018 20:37 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 124 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-18-000043 · wf-form4_151846781613114.xml · nonDerivative · entry 2 MITCHIN KYLE R · CIK 0001707150 · Senior VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,112.0039 F1 · kind: Restricted stock withheld by Issuer to satisfy minimum tax withholding obligation on vesting of restricted stock. Read SEC document |
| February 08, 2018 Filed Feb 12, 2018 20:37 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 144 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-18-000043 · wf-form4_151846781613114.xml · nonDerivative · entry 1 MITCHIN KYLE R · CIK 0001707150 · Senior VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,236.0039 F1 · kind: Restricted stock withheld by Issuer to satisfy minimum tax withholding obligation on vesting of restricted stock. Read SEC document |
| February 06, 2018 Filed Feb 9, 2018 00:09 UTC | FORWARD AIR CORP FWRD · Entity 5395 | Tax withholdingCommon Stock | 137 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-18-000033 · wf-form4_151813495916100.xml · nonDerivative · entry 1 MITCHIN KYLE R · CIK 0001707150 · Senior VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,380.0039 F1 · kind: Restricted stock withheld by Issuer to satisfy minimum tax withholding obligation on vesting of restricted stock. Read SEC document |
| February 05, 2018 Filed Feb 8, 2018 01:51 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantStock Option (Right to Buy) · Derivative | 3,535 | $0.00 Strike: $58.40 | $0.00 |
DisclosureSEC source: 0000912728-18-000022 · wf-form4_151805467493006.xml · derivative · entry 2 MITCHIN KYLE R · CIK 0001707150 · Senior VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,535 Underlying: Common Stock · 3,535 shares Expires 2025-02-05 F3 · derivative.exercise_date: This option vests 33-1/3% each year over a three year period commencing on 2/5/19. Read SEC document |
| February 05, 2018 Filed Feb 8, 2018 01:51 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 1,884 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-18-000022 · wf-form4_151805467493006.xml · nonDerivative · entry 1 MITCHIN KYLE R · CIK 0001707150 · Senior VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,517.0039 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 2/5/19 and fully vesting on 2/5/21. F2 · balance_after: Includes 56.5496 shares acquired under the Issuer's employee stock purchase plan in June and December 2017. Read SEC document |
| July 24, 2017 Filed Jul 26, 2017 20:01 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantStock Option (Right to Buy) · Derivative | 5,125 | $0.00 Strike: $53.73 | $0.00 |
DisclosureSEC source: 0000912728-17-000120 · wf-form4_150109925112305.xml · derivative · entry 2 MITCHIN KYLE R · CIK 0001707150 · Senior VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,125 Underlying: Common Stock · 5,125 shares Expires 2024-07-24 F2 · derivative.exercise_date: This option vests 33-1/3% each year over a three year period commencing on 7/24/18. Read SEC document |
| July 24, 2017 Filed Jul 26, 2017 20:01 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 155 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-17-000120 · wf-form4_150109925112305.xml · nonDerivative · entry 1 MITCHIN KYLE R · CIK 0001707150 · Senior VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,576.4543 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 7/24/18 and fully vesting on 7/24/20. 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.