Forward Air Corp has 7 Schedule 13D or 13G filings on record since 2025-07-03. 5 holders' latest filing reports 5% or more of common-stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Clearlake Capital Group, L.P. | 12.6% | 3,825,000 | SCHEDULE 13D/A, 2025-07-03 | 2025-07-03 |
| Barclays PLC | 7.84% | 2,480,010 | SCHEDULE 13G, 2026-08-13 | 2026-06-30 |
| Fmr LLC | 6.4% | 2,008,264 | SCHEDULE 13G, 2026-08-06 | 2026-06-30 |
| BlackRock, Inc. | 5.4% | 1,698,107 | SCHEDULE 13G/A, 2026-07-08 | 2026-06-30 |
| Bracebridge Capital, LLC | 5.1% | 1,608,505 | SCHEDULE 13G, 2026-07-28 | 2026-07-23 |
| Cetus Capital VI, L.P. | 0.76% | 245,588 | SCHEDULE 13G/A, 2026-05-12 | 2026-03-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
Purpose of Transaction (Item 4)
Clearlake Capital Group, L.P.
Item 4 of the Initial Statement is hereby amended and restated as follows: In connection with the publicly announced review of strategic alternatives by the Board of Directors of the Issuer (the "Board"), the Reporting Persons anticipate, subject to further due diligence and applicable internal approvals, to submit one or more non-binding proposals (any such proposal, a "Proposal") to the Board offering to acquire all of the outstanding shares of Common Stock that the Reporting Persons do not already own for cash consideration, on terms and conditions to be set forth in any such proposal (any such transaction, a "Proposed Transaction"). The Reporting Persons previously entered into a standard confidentiality agreement with the Issuer in connection with the review of strategic alternatives, including containing customary "standstill" and other customary non-disclosure and non-use provisions. The submission of a Proposal does not obligate in any way the Reporting Persons or the Issuer to negotiate or enter into definitive transaction documentation with respect to a transaction or otherwise complete a Proposed Transaction, and a binding commitment with respect to a Proposed Transaction will result only from the execution and delivery of definitive transaction documentation. Any definitive transaction documentation entered into in connection with a Proposed Transaction is likely to be subject to customary closing conditions. The Reporting Persons make no assurance that any …The first part of Item 4 of the SCHEDULE 13D/A filed 2025-07-03; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-03 | Clearlake Capital Group, L.P. | 12.6% | SCHEDULE 13D/A |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-05-12 | Cetus Capital VI, L.P. | 0.76% | SCHEDULE 13G/A |
| 2026-07-08 | BlackRock, Inc. | 5.4% | SCHEDULE 13G/A |
| 2026-07-28 | Bracebridge Capital, LLC | 5.1% | SCHEDULE 13G |
| 2026-08-06 | Fmr LLC | 6.4% | SCHEDULE 13G |
| 2026-08-13 | Barclays PLC | 7.84% | SCHEDULE 13G |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.