STOCK TITAN

Saia (SAIA) CEO shifts 10,000 shares from LLC to family trust

Filing Impact
(Very High)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Saia, Inc. President & CEO Frederick J. Holzgrefe III reported an internal restructuring of his indirect holdings in company stock. A related LLC holding 10,000 shares of common stock transferred a 98% non‑voting interest to the Holzgrefe 2025 Family Trust as part of an estate planning strategy, in exchange for a promissory note. This change shifts how the shares are held rather than reflecting an open‑market trade.

Following these updates, Holzgrefe is shown with 12,743 shares of common stock held directly and 7,240.255 phantom stock units, which are payable in Saia common stock upon his termination of employment under the company plan.

Positive

  • None.

Negative

  • None.
Insider HOLZGREFE FREDERICK J III
Role President & CEO
Type Security Shares Price Value
Other Common Stock 10,000 $431.42 $4.31M
Other Common Stock 10,000 $431.42 $4.31M
holding Phantom Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 0 shares (Indirect, By LLC); Phantom Stock — 7,240.255 shares (Direct, null); Common Stock — 12,743 shares (Direct, null)
Footnotes (1)
  1. On May 13, 2026, in accordance with the Reporting Person's estate planning strategy, the Reporting Person transferred a 98% non-voting interest in TCCE Global, LLC (the "LLC"), holding 10,000 shares of Saia, Inc. common stock (the "Shares"), to the Holzgrefe 2025 Family Trust (the "Trust") in exchange for a promissory note. The Reporting Person serves as the manager of the LLC, and the Reporting Person and his wife own all of the outstanding voting interests of the LLC. The Reporting Person serves as the trustee of the Trust and the Reporting Person, his wife and their children are the beneficiaries of the Trust. The Reporting Person disclaims beneficial ownership of the Shares except to the extent of his pecuniary interest therein. The conversion rate of this derivative security on May 13, 2026 is 1.1461 resulting in 8,298.037 shares of common stock (underlying security in column 7). Immediate The shares of phantom stock become payable in the Company's common stock upon reporting person's termination of service as an employee, in accordance with the terms of the Plan.
Restructured shares 10,000 shares Common stock moved between LLC and family trust structure
Implied transaction price $431.42 per share Reference price for 10,000-share restructuring entry
Direct common stock holding 12,743 shares Shares held directly by CEO after reported transactions
Phantom stock units 7,240.255 units Derivative compensation payable in common stock at termination
Restructuring share total 20,000 shares J-code restructuring shares across entities in transaction summary
Phantom Stock financial
"The shares of phantom stock become payable in the Company's common stock upon reporting person's termination of service"
A phantom stock is a form of compensation that gives employees or executives the benefits of stock ownership, such as the increase in stock value, without actually giving them real shares. It acts like a promise to pay the employee the equivalent value of company stock later, often as a bonus or incentive. This allows companies to motivate and reward staff without diluting ownership or transferring actual shares.
estate planning strategy financial
"in accordance with the Reporting Person's estate planning strategy, the Reporting Person transferred a 98% non-voting interest"
promissory note financial
"to the Holzgrefe 2025 Family Trust in exchange for a promissory note"
A promissory note is a written IOU in which one party promises to pay a specific sum, often with interest, to another party by a set date or on demand. Investors care because it functions like a loan: it creates a legal claim on future cash flows, carries credit and timing risk, and can affect valuation or liquidity—think of it as a formal, tradable promise to be repaid that can be assessed like any other debt investment.
beneficial ownership financial
"The Reporting Person disclaims beneficial ownership of the Shares except to the extent of his pecuniary interest therein"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
pecuniary interest financial
"disclaims beneficial ownership of the Shares except to the extent of his pecuniary interest therein"
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
HOLZGREFE FREDERICK J III

(Last)(First)(Middle)
11465 JOHNS CREEK PARKWAY
SUITE 400

(Street)
JOHNS CREEK GEORGIA 30097

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
SAIA INC [ SAIA ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
President & CEO
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/13/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock05/13/2026J(1)10,000D$431.420.00IBy LLC(1)
Common Stock05/13/2026J(1)10,000A$431.4210,000IBy Trust(1)
Common Stock12,743D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Phantom Stock(2) (3) (4)Common Stock7,240.2557,240.255D
Explanation of Responses:
1. On May 13, 2026, in accordance with the Reporting Person's estate planning strategy, the Reporting Person transferred a 98% non-voting interest in TCCE Global, LLC (the "LLC"), holding 10,000 shares of Saia, Inc. common stock (the "Shares"), to the Holzgrefe 2025 Family Trust (the "Trust") in exchange for a promissory note. The Reporting Person serves as the manager of the LLC, and the Reporting Person and his wife own all of the outstanding voting interests of the LLC. The Reporting Person serves as the trustee of the Trust and the Reporting Person, his wife and their children are the beneficiaries of the Trust. The Reporting Person disclaims beneficial ownership of the Shares except to the extent of his pecuniary interest therein.
2. The conversion rate of this derivative security on May 13, 2026 is 1.1461 resulting in 8,298.037 shares of common stock (underlying security in column 7).
3. Immediate
4. The shares of phantom stock become payable in the Company's common stock upon reporting person's termination of service as an employee, in accordance with the terms of the Plan.
Remarks:
/s/ Kelly W. Benton05/15/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transaction did Saia (SAIA) report for CEO Frederick Holzgrefe?

Saia reported an internal restructuring of 10,000 indirectly held shares. A related LLC transferred a 98% non-voting interest holding these shares to the Holzgrefe 2025 Family Trust as part of estate planning, rather than an open-market purchase or sale.

How many Saia (SAIA) shares are involved in the CEO’s restructuring?

The restructuring involves 10,000 shares of Saia common stock. These shares were held by an LLC and are now effectively associated with the Holzgrefe 2025 Family Trust through a transfer of a 98% non-voting interest in the LLC.

Does the Saia (SAIA) Form 4 show an open-market trade by the CEO?

No, the Form 4 reflects an estate-planning transfer, not a market trade. The code J transactions document movement of 10,000 shares between an LLC and a family trust structure, with consideration via a promissory note, rather than stock bought or sold on the market.

What are Frederick Holzgrefe’s direct Saia (SAIA) share holdings after the filing?

After the reported transactions, Holzgrefe directly holds 12,743 shares. This figure reflects his personal ownership of Saia common stock separate from the LLC and family trust structures noted in the restructuring transactions.

What phantom stock position does the Saia (SAIA) CEO hold?

The CEO holds 7,240.255 phantom stock units. These phantom shares are a derivative form of compensation that becomes payable in Saia common stock upon his termination of employment, according to the company’s plan terms described in the filing.

How does the family trust feature in the Saia (SAIA) CEO’s holdings?

The Holzgrefe 2025 Family Trust becomes the main non-voting owner of the LLC. The CEO transferred a 98% non-voting interest in the LLC, which holds 10,000 Saia shares, to the trust, while he remains trustee and manager with his family as beneficiaries.