Form 4: Schneider National Director Gifts Class B Stock

Schneider National Director Therese A. Koller reported gifting 61,138 shares of Class B Common Stock.

Summary

• Therese A. Koller, a Director of Schneider National, Inc. (SNDR), reported a gift transaction.
• On January 14, 2026, Koller acquired 61,138 shares of Class B Common Stock through a gift.
• The transaction price was $0.00, as it was a gift.
• Following this transaction, Koller directly beneficially owns 1,821,861 shares of Class B Common Stock.
• Additionally, Koller indirectly beneficially owns 2,025,689 shares of Class B Common Stock through trusts.
• The transaction was made pursuant to a Rule 10b5-1(c) plan.

Sentiment

Score: 6

Explanation: A gift transaction by a director, especially under a 10b5-1 plan, is generally neutral to slightly positive as it indicates estate planning or charitable giving rather than a sale due to lack of confidence. The director retains significant holdings.

Positives

• The transaction was a gift, indicating a transfer of ownership without a sale, which can be a positive signal of long-term commitment or estate planning.
• The reporting person continues to hold a significant number of shares directly (1,821,861) and indirectly (2,025,689) after the transaction.

Future Outlook

This Form 4 filing does not contain forward-looking statements or guidance, as it reports a past insider transaction.

Industry Context

This insider transaction is specific to Schneider National, Inc. and does not directly reflect broader industry trends, though insider activity can sometimes signal confidence or lack thereof in a company's prospects within its industry.

Comparison to Industry Standards

• This Form 4 reports an individual insider transaction and does not provide data for direct comparison to industry-wide benchmarks or specific competitor results.

Corporate Governance

Stakeholder Impact

• Shareholders: The transaction represents a change in beneficial ownership by a director, which is standard disclosure. The director retains substantial holdings, which may be viewed as a sign of continued alignment with shareholder interests.

Key Dates

Recommendation

This Form 4 filing reports a pre-planned gift of Class B Common Stock by a director. It does not indicate any change in the company's operational performance or strategic direction. While the director reduced direct holdings, the transaction was a gift, not a sale, and significant direct and indirect holdings remain. This type of transaction is generally neutral for investment decisions, suggesting a 'hold' recommendation based solely on this filing.

Keywords

Schneider National, SNDR, Form 4, Insider Transaction, Director, Class B Common Stock, Gift, Beneficial Ownership, Rule 10b5-1