Knight-Swift Transn Hldgs Inc SEC Filings

Knight-Swift Transportation Holdings Inc. reported new equity awards to an individual who serves as both a director and CEO. On November 28, 2025, the insider received 27,947 restricted stock units, each representing a contingent right to one share of Class A common stock, vesting 33% on January 31, 2027, 33% on January 31, 2028, and 34% on January 31, 2029.

The filing also discloses performance-based awards. The insider received 13,973 performance restricted stock units and an additional 27,947 performance restricted stock units, each tied to performance targets over a period ending December 31, 2028. The number of shares ultimately earned from these performance units will adjust based on achieving the specified targets, with earned shares vesting on January 31, 2029.

Knight-Swift Transportation Holdings Inc.11/28/2025 via restricted stock units and performance-based restricted stock units tied to Class A Common Stock. Each unit represents a contingent right to receive one share of KNX Class A Common Stock.

The time-based restricted stock units vest in three installments of 33%, 33% and 34% on January 31, 2027, January 31, 2028 and January 31, 2029. The performance-based restricted stock units are earned based on performance targets, including relative performance, measured over a period ending December 31, 2028, with any shares earned vesting on January 31, 2029. The awards were reported as derivative securities with an exercise price of $0 and are held directly.

Knight-Swift Transportation (KNX): Schedule 13G/A filed by Wellington

Wellington Management Group LLP and affiliated entities reported beneficial ownership of 10,450,230 shares of KNX common stock, representing 6.44% of the class as of the event date 09/30/2025. The filing indicates 0 shares with sole voting and dispositive power, with 9,211,953 shares under shared voting power and 10,450,230 shares under shared dispositive power.

The securities are held of record by clients of Wellington’s investment advisers, and no single client is known to hold more than five percent of the class. The certification states the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.

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.

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.

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.

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.

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.

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.