SCHEDULE 13D/A: Key Insider Therese Koller Increases Stake in Schneider National, Inc. Through Compensation and Gifts

Therese A. Koller and associated trusts have updated their beneficial ownership in Schneider National, Inc., reporting an increase in Class B Common Stock holdings through compensation and gifts.

Summary

• The filing is Amendment No. 8 to Schedule 13D, updating beneficial ownership of Schneider National, Inc. (the "Issuer") by Therese A. Koller, Donald J. Schneider Childrens Trust #2 f/b/o Therese A. Koller, and Donald J. Schneider 2000 Trust f/b/o Therese A. Koller (collectively, the "Reporting Persons").
• As of January 31, 2025, the Reporting Persons beneficially owned an aggregate of 16,605,900 shares of Class A Common Stock and 4,978,282 shares of Class B Common Stock.
• Therese A. Koller individually beneficially owns 21,584,182 shares, representing 19.8% of the Issuer's Class B Common Stock.
• The Donald J. Schneider Childrens Trust #2 f/b/o Therese A. Koller beneficially owns 8,400,000 shares, representing 8.3% of the Class B Common Stock.
• The Donald J. Schneider 2000 Trust f/b/o Therese A. Koller beneficially owns 8,947,679 shares, representing 9.0% of the Class B Common Stock.
• Between February 1, 2024, and January 31, 2025, Ms. Koller acquired 5,674 shares of Class B Common Stock in settlement of restricted stock units received as compensation for her role as a director of the Issuer.
• During the same period, Ms. Koller also acquired 49,056 shares of Class B Common Stock by gift.
• The percentage calculations are based on 92,155,677 shares of Class B Common Stock outstanding as of October 25, 2024, as reported in the Issuer's Quarterly Report on Form 10-Q for the quarter ended September 30, 2024.

Sentiment

Score: 6

Explanation: Neutral to slightly positive. The filing is a routine disclosure of increased insider ownership, which is generally viewed positively as it signals confidence, but it does not contain new operational or financial news that would significantly alter the company's outlook.

Positives

• Increased insider ownership by Therese A. Koller, a director, through compensation and gifts, which can signal confidence in the company's future prospects.
• Acquisition of shares via restricted stock units indicates ongoing alignment of director incentives with shareholder interests.

Future Outlook

NA

Industry Context

NA

Related Party Transactions

• Acquisition of 49,056 shares of Class B Common Stock by gift to Therese A. Koller, indicating a transaction from a related party.

Stakeholder Impact

• Shareholders: The increase in insider ownership by a director and associated trusts may be perceived as a positive signal of confidence in the company's long-term value and strategic direction.

Key Dates

Recommendation

Keywords

Schneider National Inc., SEC filing, Schedule 13D, beneficial ownership, Class B Common Stock, Class A Common Stock, insider ownership, Therese A. Koller, trusts, restricted stock units, corporate governance, transportation, logistics