Comparable stake leader
CLEARLAKE CAPITAL GROUP, L.P.
SEC ownership of FORWARD AIR CORP
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000912728.
Disclosed value leader
CLEARLAKE CAPITAL GROUP, L.P.
Comparable rows
50/50
Latest evidence
23 Jul 2026
- Public ticker
- FWRD on Nasdaq
- Parsed ownership sources
-
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
CLEARLAKE CAPITAL GROUP, L.P.
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
CLEARLAKE CAPITAL GROUP, L.P.
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
23 Jul 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0000912728
- Issuer location
- Dallas, TX
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of FORWARD AIR CORP (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
CLEARLAKE CAPITAL GROUP, ...
Disclosed value leader
CLEARLAKE CAPITAL GROUP, ...
Comparable rows
50/50
Latest evidence
23 Jul 2026
13D/G
3/4/5
13F
Lead comparable stake: 13%
13D/G row: CLEARLAKE CAPITAL GROUP, L.P.
Showing 1-8 of 50 holder rows.
Quick read
CLEARLAKE CAPITAL GROUP, L.P. leads the comparable SEC ownership view at 13%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens CLEARLAKE CAPITAL GROUP, L.P.'s linked filing trail.
Comparable ownership
Top 5
CLEARLAKE CAPITAL GROUP, L.P.
13%
BlackRock, Inc.
5.4%
Bracebridge Capital, LLC
5.1%
Cetus Capital VI, L.P.
0.76%
Shawn Stewart
0.46%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| CLEARLAKE CAPITAL GROUP, L.P. |
13D/G
3/4/5
13F
10%+ Owner · Company
|
13%
|
$78,030,000
3,825,000 shares
|
$0 | 03 Jul 2025 |
| BlackRock, Inc. |
13F
13D/G
Company
|
5.4%
from 13D/G
|
$61,828,454
3,700,087 shares
|
— | 31 Mar 2026 |
| Bracebridge Capital, LLC |
13D/G
|
5.1%
|
$21,730,903
1,608,505 shares
|
$0 | 23 Jul 2026 |
| Cetus Capital VI, L.P. |
3/4/5
13D/G
10%+ Owner
|
0.76%
from 13D/G
|
$69,748,299
3,116,546 shares
|
-$2,547,762 | 20 Oct 2025 |
| Shawn Stewart |
3/4/5
Chief Executive Officer, Director
|
0.46%
|
$2,406,784
144,030 shares
|
— | 29 Apr 2026 |
| Jamie G. Pierson |
3/4/5
CFO
|
0.29%
|
$2,428,494
91,884 shares
|
— | 16 Mar 2026 |
| Michael L. Hance |
3/4/5
CLO and Secretary
|
0.29%
|
$2,391,556
90,486 shares
|
— | 15 Mar 2026 |
| Charles Leonard Anderson |
3/4/5
Director
|
0.09%
|
$472,148
27,692 shares
|
— | 13 Jun 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$2,547,762.
Buys
$4,034,950
Insiders: 1
Sells
$6,582,712
Insiders: 1
Net
-$2,547,762
Shares: -77,163
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 225,000
Shares: 302,163
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 272,163 | $0 | $5,940,112 | -$5,940,112 |
| 9-12 | 225,000 | 30,000 | $4,034,950 | $642,600 | +$3,392,350 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 46 reporting-owner rows connected to FORWARD AIR CORP. Open a relationship link for the CIK-to-CIK filing trail.
Rows
46
Largest Forms 3/4/5 holder
Cetus Capital VI, L.P.
Net 12M change
-$2,547,762
Latest report
18 Jun 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Cetus Capital VI, L.P. | 10%+ Owner | $69,748,299 | -$2,547,762 | -3.5% | Filing P/S | 20 Oct 2025 |
| Thomas Schmitt | President & CEO, Director | $5,801,431 | Mixed | 04 Feb 2024 | ||
| Chris C. Ruble | Chief Operating Officer | $4,124,208 | Mixed | 15 Mar 2024 | ||
| Kyle R. Mitchin | Chief People Officer | $2,546,702 | Mixed | 15 Mar 2024 | ||
| Jamie G. Pierson | Cfo | $2,428,494 | Mixed | 16 Mar 2026 | ||
| Shawn Stewart | Chief Executive Officer, Director | $2,406,784 | Mixed | 29 Apr 2026 | ||
| Michael L. Hance | CLO and Secretary | $2,391,556 | Mixed | 15 Mar 2026 | ||
| C. Robert Campbell | Director | $1,989,858 | Mixed | 18 Aug 2023 | ||
| Joseph Michael Tomasello | Chief Information Officer | $1,776,213 | Mixed | 15 Mar 2025 | ||
| Ronald W. Allen | Director | $1,678,896 | Mixed | 17 Aug 2023 | ||
| Scott M. Niswonger | Director | $1,664,689 | Mixed | 10 May 2023 | ||
| Michael B. Hodge | Director | $1,600,074 | Mixed | 13 Jun 2025 | ||
| Craig Carlock | Director | $1,135,827 | Mixed | 15 Oct 2024 | ||
| Laurie Anne Tucker | Director | $1,068,775 | Mixed | 17 Aug 2023 | ||
| Ana B. Amicarella | Director | $806,197 | Mixed | 10 May 2023 | ||
| George M. Lynch | Director | $760,626 | Mixed | 18 Aug 2023 | ||
| Valerie A. Bonebrake | Director | $714,027 | Mixed | 13 Jun 2023 | ||
| Timothy R. Osborne | Executive VP of Operations | $629,853 | Mixed | 15 Mar 2026 | ||
| Jerome Jean-Pierre Lorrain | Executive Chairman, Director | $607,819 | Mixed | 19 Feb 2026 | ||
| Scott E. Schara | Chief Commercial Officer | $474,819 | Mixed | 08 Feb 2022 |
Recent insider transactions for FORWARD AIR CORP
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Paul C. Svindland | FWRD | Common Stock | Award | 148.4% | 9,545 | 15,977 | 18 Jun 2026 | Direct | ||
| Dale W. Boyles | FWRD | Common Stock | Award | 71.3% | 9,545 | 22,940 | 18 Jun 2026 | Direct | ||
| Christine Marie Gorjanc | FWRD | Common Stock | Award | 71.3% | 9,545 | 22,940 | 18 Jun 2026 | Direct | ||
| Shawn Stewart | FWRD | Common Stock | Tax liability | -2.79% | -4,136 | 144,030 | 29 Apr 2026 | Direct | ||
| Jamie G. Pierson | FWRD | Common Stock | Award | 6.65% | 5,732 | 91,884 | 16 Mar 2026 | Direct | ||
| Shawn Stewart | FWRD | Common Stock | Award | 14.4% | 18,692 | 148,166 | 16 Mar 2026 | Direct | ||
| Timothy R. Osborne | FWRD | Common Stock | Tax liability | -9.81% | -2,592 | 23,831 | 15 Mar 2026 | Direct | ||
| Michael L. Hance | FWRD | Common Stock | Tax liability | -5.96% | -5,737 | 90,486 | 15 Mar 2026 | Direct | ||
| Shawn Stewart | FWRD | Common Stock | Tax liability | -2.42% | -3,214 | 129,474 | 19 Feb 2026 | Direct | ||
| Shawn Stewart | FWRD | Common Stock | Award | 48.3% | 43,197 | 132,688 | 19 Feb 2026 | Direct | ||
| Jamie G. Pierson | FWRD | Common Stock | Tax liability | -1.89% | -1,662 | 86,152 | 19 Feb 2026 | Direct | ||
| Jamie G. Pierson | FWRD | Common Stock | Award | 30.8% | 20,698 | 87,814 | 19 Feb 2026 | Direct | ||
| Michael L. Hance | FWRD | Common Stock | Tax liability | -0.97% | -946 | 96,223 | 19 Feb 2026 | Direct | ||
| Michael L. Hance | FWRD | Common Stock | Award | 12.5% | 10,799 | 97,169 | 19 Feb 2026 | Direct | ||
| Eric Frederick Brandt | FWRD | Common Stock | Tax liability | -6.21% | -1,057 | 15,970 | 19 Feb 2026 | Direct | ||
| Eric Frederick Brandt | FWRD | Common Stock | Award | 112.1% | 8,999 | 17,027 | 19 Feb 2026 | Direct | ||
| Timothy R. Osborne | FWRD | Common Stock | Tax liability | -1.9% | -513 | 26,423 | 19 Feb 2026 | Direct | ||
| Timothy R. Osborne | FWRD | Common Stock | Award | 27.7% | 5,850 | 26,936 | 19 Feb 2026 | Direct | ||
| Douglas James Smith | FWRD | Common Stock | Tax liability | -3.74% | -516 | 13,294 | 19 Feb 2026 | Direct | ||
| Douglas James Smith | FWRD | Common Stock | Award | 73.5% | 5,850 | 13,810 | 19 Feb 2026 | Direct | ||
| Jessica L. Herren | FWRD | Common Stock | Tax liability | -3.95% | -436 | 10,599 | 19 Feb 2026 | Direct | ||
| Jessica L. Herren | FWRD | Common Stock | Award | 81.4% | 4,950 | 11,035 | 19 Feb 2026 | Direct | ||
| Jerome Jean-Pierre Lorrain | FWRD | Common Stock | Award | 95% | 10,799 | 22,167 | 19 Feb 2026 | Direct | ||
| James R. Faught | FWRD | Common Stock | Tax liability | -4.35% | -362 | 7,952 | 19 Feb 2026 | Direct | ||
| James R. Faught | FWRD | Common Stock | Award | 39.2% | 2,340 | 8,314 | 19 Feb 2026 | Direct | ||
| Timothy R. Osborne | FWRD | Common Stock | Tax liability | -0.52% | -111 | 21,086 | 09 Feb 2026 | Direct | ||
| Michael L. Hance | FWRD | Common Stock | Tax liability | -0.26% | -225 | 86,370 | 09 Feb 2026 | Direct | ||
| Douglas James Smith | FWRD | Common Stock | Tax liability | -2.96% | -243 | 7,960 | 12 Dec 2025 | Direct | ||
| Jessica L. Herren | FWRD | Common Stock | Tax liability | -2.37% | -148 | 6,085 | 18 Nov 2025 | Direct | ||
| Cetus Capital VI, L.P. | FWRD | Common Stock | Sale | -0.32% | $223,800 | $22.38 | -10,000 | 3,116,546 | 12 Nov 2025 | Direct |
| Cetus Capital VI, L.P. | FWRD | Common Stock | Sale | -2.1% | $1,458,109 | $21.71 | -67,163 | 3,126,546 | 11 Nov 2025 | Direct |
| Cetus Capital VI, L.P. | FWRD | Common Stock | Sale | -3.62% | $2,619,300 | $21.83 | -120,000 | 3,193,709 | 10 Nov 2025 | Direct |
| Cetus Capital VI, L.P. | FWRD | Common Stock | Sale | -2.21% | $1,638,903 | $21.85 | -75,000 | 3,313,709 | 06 Nov 2025 | Direct |
| Cetus Capital VI, L.P. | FWRD | Common Stock | Purchase | 7.11% | $4,034,950 | $17.93 | 225,000 | 3,388,709 | 20 Oct 2025 | Direct |
| Cetus Capital VI, L.P. | FWRD | Common Stock | Sale | -0.97% | $642,600 | $21.42 | -30,000 | 3,063,709 | 14 Oct 2025 | Direct |
* marks a reported price that did not pass the local price check.