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person · Reporting owner

Schmachtenberger Christopher H.

Disclosed activity across 1 company

Tapewire entity
92496
SEC CIK
0002011491

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
FORWARD AIR CORPFWRD · Entity 5395DirectorMarch 06, 2024April 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 06, 2024 · Filed April 01, 2024 · Amendment

Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Reported balance Holding disclosure · report date 2024-03-06 · row 1 Amendment: may correct only part of an earlier disclosure.
1 source row

Row 1 · Balance 0

F1: On March 29, 2024, the reporting person mistakenly filed a Form 4 reporting the acquisition of 338 Common Shares that did not in fact occur. As of March 29, 2024, the reporting person owned no Common Shares.

Filing footnotes · ownership attribution and instrument terms

F1: On March 29, 2024, the reporting person mistakenly filed a Form 4 reporting the acquisition of 338 Common Shares that did not in fact occur. As of March 29, 2024, the reporting person owned no Common Shares.

Transaction history

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
March 14, 2024 Filed Mar 30, 2024 01:58 UTC FORWARD AIR CORP FWRD · Entity 5395 OtherSeries C-2 Units · Derivative 9,529 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001628280-24-013868 · wk-form4_1711763908.xml · derivative · entry 3

Schmachtenberger Christopher H. · CIK 0002011491 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Partnership

Disclosed balance after: 9,529

Underlying: Class B Units · 9,529 shares

Expires not disclosed

F1 · kind: Distribution from Omni Investor Holdings, LLC.

F4 · shares: Represents Opco Series C-2 Units received by the Partnership. 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 general partner of the Partnership and holds a 50% ownership stake in the Partnership. The reporting person disclaims beneficial ownership of the securities held by the Partnership, except to the extent of his pecuniary interest therein.

F4 · derivative.exercise_date: Represents Opco Series C-2 Units received by the Partnership. 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 general partner of the Partnership and holds a 50% ownership stake in the Partnership. The reporting person disclaims beneficial ownership of the securities held by the Partnership, except to the extent of his pecuniary interest therein.

F4 · derivative.expiration_date: Represents Opco Series C-2 Units received by the Partnership. 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 general partner of the Partnership and holds a 50% ownership stake in the Partnership. The reporting person disclaims beneficial ownership of the securities held by the Partnership, except to the extent of his pecuniary interest therein.

F4 · ownership.nature: Represents Opco Series C-2 Units received by the Partnership. 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 general partner of the Partnership and holds a 50% ownership stake in the Partnership. The reporting person disclaims beneficial ownership of the securities held by the Partnership, except to the extent of his pecuniary interest therein.

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March 14, 2024 Filed Mar 30, 2024 01:58 UTC FORWARD AIR CORP FWRD · Entity 5395 OtherClass B Units · Derivative 5,511 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001628280-24-013868 · wk-form4_1711763908.xml · derivative · entry 2

Schmachtenberger Christopher H. · CIK 0002011491 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Partnership

Disclosed balance after: 5,511

Underlying: Common Stock · 5,511 shares

Expires not disclosed

F1 · kind: Distribution from Omni Investor Holdings, LLC.

F3 · shares: Represents Opco Class B Units received by the Partnership. 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 general partner of the Partnership and holds a 50% ownership stake in the Partnership. The reporting person disclaims beneficial ownership of the securities held by the Partnership, except to the extent of his pecuniary interest therein.

F3 · derivative.exercise_date: Represents Opco Class B Units received by the Partnership. 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 general partner of the Partnership and holds a 50% ownership stake in the Partnership. The reporting person disclaims beneficial ownership of the securities held by the Partnership, except to the extent of his pecuniary interest therein.

F3 · derivative.expiration_date: Represents Opco Class B Units received by the Partnership. 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 general partner of the Partnership and holds a 50% ownership stake in the Partnership. The reporting person disclaims beneficial ownership of the securities held by the Partnership, except to the extent of his pecuniary interest therein.

F3 · ownership.nature: Represents Opco Class B Units received by the Partnership. 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 general partner of the Partnership and holds a 50% ownership stake in the Partnership. The reporting person disclaims beneficial ownership of the securities held by the Partnership, except to the extent of his pecuniary interest therein.

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March 14, 2024 Filed Mar 30, 2024 01:58 UTC FORWARD AIR CORP FWRD · Entity 5395 OtherSeries B Preferred Units · Derivative 5,511 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001628280-24-013868 · wk-form4_1711763908.xml · derivative · entry 1

Schmachtenberger Christopher H. · CIK 0002011491 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Partnership

Disclosed balance after: 5,511

Underlying: Common Stock · 5,511 shares

Expires not disclosed

F1 · kind: Distribution from Omni Investor Holdings, LLC.

F2 · shares: Represents Series B Preferred Units received by RC94 Partners (the 'Partnership'). 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 general partner of the Partnership and holds a 50% ownership stake in the Partnership. The reporting person disclaims beneficial ownership of the securities held by the Partnership, except to the extent of his pecuniary interest therein.

F2 · derivative.exercise_date: Represents Series B Preferred Units received by RC94 Partners (the 'Partnership'). 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 general partner of the Partnership and holds a 50% ownership stake in the Partnership. The reporting person disclaims beneficial ownership of the securities held by the Partnership, except to the extent of his pecuniary interest therein.

F2 · derivative.expiration_date: Represents Series B Preferred Units received by RC94 Partners (the 'Partnership'). 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 general partner of the Partnership and holds a 50% ownership stake in the Partnership. The reporting person disclaims beneficial ownership of the securities held by the Partnership, except to the extent of his pecuniary interest therein.

F2 · ownership.nature: Represents Series B Preferred Units received by RC94 Partners (the 'Partnership'). 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 general partner of the Partnership and holds a 50% ownership stake in the Partnership. The reporting person disclaims beneficial ownership of the securities held by the Partnership, except to the extent of his pecuniary interest therein.

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March 06, 2024 Filed Mar 30, 2024 01:44 UTC FORWARD AIR CORP FWRD · Entity 5395 GrantCommon Stock 338 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-013866 · wk-form4_1711763033.xml · nonDerivative · entry 1

Schmachtenberger Christopher H. · CIK 0002011491 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 338

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