SCHEDULE: Schneider National Insider Ownership Update

Therese A. Koller and related trusts updated their beneficial ownership in Schneider National, Inc., reflecting recent share acquisitions by gift.

Summary

• Therese A. Koller and associated trusts filed an Amendment No. 9 to their Schedule 13D, updating their beneficial ownership in Schneider National, Inc.
• As of January 31, 2026, the reporting persons collectively beneficially owned 16,605,900 shares of Class A Common Stock and 5,039,420 shares of Class B Common Stock.
• Therese A. Koller individually beneficially owns 21,645,320 shares, representing 19.9% of the Class B Common Stock.
• The Donald J. Schneider Childrens Trust #2 f/b/o Therese A. Koller beneficially owns 8,400,000 shares of Class A Common Stock, representing 8.3% of the Class B Common Stock equivalent.
• The Donald J. Schneider 2000 Trust f/b/o Therese A. Koller beneficially owns 8,947,679 shares (comprising Class A and Class B), representing 9.0% of the Class B Common Stock equivalent.
• Between February 1, 2025, and January 31, 2026, Ms. Koller acquired 61,138 shares of Class B Common Stock by gift.
• Class A Common Stock is convertible into Class B Common Stock on a one-for-one basis upon transfer in exchange for a trust certificate.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a moderately positive update due to the increase in insider ownership via gift, which generally signals continued commitment and confidence from a significant shareholder. However, it's a routine disclosure with no operational impact.

Positives

• Increased insider ownership by gift (61,138 Class B shares) by Therese A. Koller, indicating continued family interest and commitment.

Future Outlook

Not applicable. This filing primarily reports changes in beneficial ownership and does not provide forward-looking statements or guidance on company operations or financial performance.

Industry Context

StockSavvy.ai notes that changes in beneficial ownership by significant insiders, especially family members of a founding family, can signal long-term confidence or strategic shifts. In the trucking and logistics industry, stable insider holdings can be viewed positively, suggesting alignment with long-term company value.

Stakeholder Impact

• Shareholders: The increase in insider ownership by a significant family shareholder may be viewed positively, indicating continued alignment of interests with long-term company performance.

Key Dates

Recommendation

This filing is a routine update on beneficial ownership by a significant insider and related trusts. While the acquisition of additional shares by gift by Therese A. Koller is a minor positive signal of continued commitment, it does not provide new information regarding the company's operational performance, financial health, or strategic direction that would warrant a change in investment recommendation. The information is largely administrative and confirms existing ownership structures.

Keywords

Schneider National, SNDR, Schedule 13D/A, Beneficial Ownership, Insider Ownership, Class A Common Stock, Class B Common Stock, Trusts, Therese A. Koller, SEC Filing