GARD JOEL enters US XPRESS ENTERPRISES INC with 21.82K shares plus derivative instruments
Holding both equity and derivatives at entry signals strong long-term conviction in the company.
Direct Derivatives
Filed: 3/2/2020ACC: 0001567619-20-005357
Officer· Pres., Digital Transformation
Since Feb 2020
21.82K
Baseline shares
100% direct
21.82K
Direct ownership
1 position
101.02K
Derivative underlying
2 instruments
1
Security positions
All direct
Non-Derivative Holdings1
Class A Common Stock
DirectShares owned21.82K
Total
21.82K direct21.82K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Class A Common Stock | 21.82K | Direct |
| Total | 21.82K | 21.82K direct |
Derivative Holdings2
Restricted Stock Units
DirectUnderlying security
Class A Common Stock
Underlying shares
1.02K
Shares owned
N/A
Exercise price
Expiration
—
Exercise window
—
Performance Restricted Stock Units
DirectUnderlying security
Class A Common Stock
Underlying shares
100K
Shares owned
N/A
Exercise price
Expiration
—
Exercise window
—
Total
Underlying
101.02K
Owned
0.00
| Security | Underlying | Exercise Price | Exercise Window | Expiration | Underlying Shares | Shares Owned |
|---|---|---|---|---|---|---|
| Restricted Stock Units Direct | Class A Common Stock | — | — | 1.02K | N/A | |
| Performance Restricted Stock Units Direct | Class A Common Stock | — | — | 100K | N/A | |
| Total | 101.02K | 0.00 | ||||