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Knight-Swift Transportation Holdings (KNX) SEC Filings, Aug-Nov 2025

KNX NYSE

Knight-Swift Transportation Holdings Inc. filings document formal disclosures for a Delaware freight transportation company with truckload, logistics, and LTL operations. Form 8-K reports include results of operations, financial condition, earnings guidance, dividend declarations, material definitive agreements, and capital-structure transactions, including convertible senior notes due 2031 and receivables purchase arrangements involving Swift Receivables Company II, LLC.

Proxy materials cover annual meeting governance, board composition, executive compensation, equity award disclosures, and shareholder voting matters. Other current reports address director changes, exhibits to press releases, and common-stock dividend actions.

Rhea-AI Summary

Knight-Swift Transportation Holdings Inc. (KNX) reported an insider transaction by its EVP and CAO. On 11/07/2025, the officer sold 4,300 shares of Class A common stock (Transaction Code: S) at a weighted average price of $45.0393.

Following the sale, the reporting person beneficially owns 5,644 shares, held directly. The filing notes the price reflects multiple trades within a range of $45.03 to $45.045, and detailed trade data is available upon request.

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Schedule 13G/A
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FMR LLC filed an amended Schedule 13G (Amendment No. 3) reporting beneficial ownership of 16,304,678.25 shares of Knight-Swift Transportation Holdings Inc. common stock, representing 10.0% of the class as of the 10/31/2025 event date.

FMR reports sole voting power over 13,369,705.21 shares and sole dispositive power over 16,304,678.25 shares, with no shared voting or dispositive power. Abigail P. Johnson is also a reporting person, reflecting sole dispositive power over 16,304,678.25 shares and no voting power. The filing notes that one or more other persons may have rights to dividends or sale proceeds, and no single such person has more than five percent of the class. The certification states the securities were acquired and are held in the ordinary course and not to change or influence control.

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Rhea-AI Summary

Knight-Swift Transportation (KNX) filed an 8-K detailing executive compensation actions, leadership changes, and a dividend. The Board’s Compensation Committee approved equity awards to be granted on November 28, 2025, split 60% performance-based stock units (PRSUs) and 40% restricted stock units (RSUs). PRSUs have a performance period from January 1, 2026 through December 31, 2028, can pay 0%–200% of target, and are subject to a 75%–125% total stockholder return multiplier; any earned PRSUs are scheduled to vest on or near January 31, 2029.

Time-based RSUs vest 33% on January 31, 2027, 33% on January 31, 2028, and 34% on January 31, 2029. Award targets: Kevin Knight RSU $1,080,000 / PRSU $1,620,000; Adam Miller $1,280,000 / $1,920,000; Andrew Hess $400,000 / $600,000; Gary Knight $320,000 / $480,000. The Committee increased CFO Andrew Hess’s base salary to $550,000 effective November 8, 2025.

Knight-Swift announced the retirement of General Counsel and Secretary Todd Carlson effective January 1, 2026. The Board declared a quarterly cash dividend of $0.18 per share, payable December 22, 2025 to stockholders of record on December 5, 2025.

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Knight-Swift Transportation Holdings Inc. filed its Q3 2025 10‑Q, reporting softer quarterly earnings with continued balance sheet repositioning. Revenue was $1,927,057,000, up modestly year over year, while net income attributable to Knight‑Swift was $7,861,000 and diluted EPS was $0.05. Operating income was $50,326,000 as higher insurance and impairment costs weighed on results.

YTD operating cash flow reached $543,431,000, supporting $641,573,000 of property and equipment purchases. The company refinanced into a new $2.5 billion unsecured credit facility on July 8, 2025, ending Q3 with $707,000,000 drawn on the 2025 Revolver and $997,313,000 across the 2025 Term Loans and other borrowings. Accounts receivable securitization stood at $455,200,000, later amended on October 1, 2025 to extend maturity to October 2, 2028 and remove the 10 bps SOFR adjustment.

Q3 included $34,805,000 of impairments, driven by a $28,800,000 tradename impairment tied to rebranding within LTL. The effective tax rate rose to 47.0% in the quarter. The Board’s April 2022 repurchase authorization still had $200,000,000 remaining; no repurchases occurred. Dividends declared were $0.18 per share in Q3. Shares outstanding were 162,339,000 as of October 22, 2025.

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quarterly report
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Rhea-AI Summary

Knight-Swift Transportation Holdings Inc. (KNX) furnished an 8-K announcing its financial results for the quarter ended September 30, 2025. The company provided a press release as Exhibit 99.1 and an accompanying third-quarter 2025 earnings presentation as Exhibit 99.2.

The information under Item 2.02 and related exhibits is furnished and not deemed filed under the Exchange Act. The materials include forward-looking statements subject to the safe harbor provisions of the Securities Act and Exchange Act.

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Rhea-AI Summary

Col. Douglas L., a director of Knight-Swift Transportation Holdings Inc. (KNX), reported a non-derivative acquisition on 09/22/2025 under a dividend reinvestment plan. The filing shows 32.9151 shares were acquired at a price of $39.74 per share (exempt under Rule 16(a)(11)), increasing his total beneficial ownership to 7,298.9151 shares. The transaction was reported on a Form 4 and executed by an attorney-in-fact, James Brophy. The filing is a routine insider reinvestment of dividends and does not disclose any exercise of options, sales, or other derivative transactions.

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Michael K. Liu, EVP - Operations of Knight-Swift Transportation Holdings Inc. (KNX), sold 3,420 shares of Class A common stock on 09/03/2025 at $43.4109 per share. After the transaction the filer reports 0 shares beneficially owned. The Form 4 was signed by an attorney-in-fact on 09/05/2025. No derivative transactions are reported on this form.

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Rhea-AI Summary

Kevin P. Knight, Executive Chairman and Director of Knight-Swift Transportation Holdings Inc. (KNX), reported transactions dated 08/20/2025 that moved 21,987 Class A common shares from his direct ownership into a trust for which he is trustee and beneficiary. The filing states this transfer did not change his total beneficial ownership. After the transaction the filing reports 0 shares directly owned and 1,440,347 shares beneficially owned indirectly through the trust. The Form 4 was signed by an attorney-in-fact, James Brophy, on 08/22/2025. The filing indicates it was submitted by a single reporting person and identifies the transactions as transfers to a trust rather than purchases or sales.

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Rhea-AI Summary

Robert E. Synowicki Jr., a director of Knight-Swift Transportation Holdings Inc. (KNX), sold 3,000 shares of Class A common stock on 08/12/2025. The reported weighted-average sale price was $42.4334, with individual trade prices in the range $42.3001 to $42.7000. After the sale, the reporting person beneficially owned 19,853 shares, held directly. The Form 4 was filed by one reporting person and identifies the reporter as a company director. The filer notes the weighted-average price and offers to provide a breakdown of shares sold at each price upon request.

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Wellington Management reports beneficial ownership of 14,033,441 shares of Knight-Swift Transportation Holdings Inc. (CUSIP 499049104), representing 8.66% of the class. The ownership is held of record by clients of Wellington's investment advisers and the filing shows substantial shared voting power (reported at 12,180,841 on several cover pages) with no sole voting or dispositive power disclosed.

The filing is submitted as an amendment to a Schedule 13G and includes a certification that the securities are held in the ordinary course of business and not for the purpose of changing or influencing control. The statement also lists the related Wellington entities and identifies which subsidiaries and advisers are involved in the holdings.

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FAQ

How many Knight-Swift Transportation Holdings (KNX) SEC filings are available on StockTitan?

StockTitan tracks 111 SEC filings for Knight-Swift Transportation Holdings (KNX), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Knight-Swift Transportation Holdings (KNX)?

The most recent SEC filing for Knight-Swift Transportation Holdings (KNX) was filed on November 7, 2025.