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Knight-Swift 运输(KNX)的信托持股架构

美股 · 来源 A 级(官方文件 / 公告原文)· 2020-09-23 披露时点 · 只收录核实到「信托层」的案例 · 不构成任何排名评分或推荐
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公司Knight-Swift 运输 KNX 美股
持有人Moyes 家族(Jerry Moyes——Swift Transportation 创始人)
创始人家族
受托人Jerry Moyes(Jerry and Vickie Moyes Family Trust 共同受托人);子女 Michael Moyes、LynDee Moyes Nester 各任多只家族信托受托人
信托名称 / 架构Jerry and Vickie Moyes Family Trust(1987-12-11 设立)及子女名下多只家族信托(经 M Capital Group Investors II LLC 等工具持股)
信托设立辖区—
披露比例未披露/分层见原文
披露时点2020-09-23
来源等级A
来源原文SEC Schedule 13D/A(2020-09-23)

架构与披露要点

要点Schedule 13D/A:Jerry Moyes 以 Jerry and Vickie Moyes Family Trust(1987-12-11)共同受托人身份经 M Capital Group Investors II LLC(其任 Manager)等申报;子女 Michael Moyes 与 LynDee Moyes Nester 各以受托人身份管理多只家族信托(2020-08 单笔信托减持 19,976 股等);早前申报口径家族体系约 23.9%,2020 年申报呈持续减持。
核验方式EDGAR 申报原文实测提取;23.9% 来自同票早前申报口径,现行比例需回原文核对,故 stake_pct 留空

申报历史与持股变动(SEC EDGAR 13D/G 系列 45 份,2018-02-08 ~ 2024-11-08)

下表为 SEC EDGAR 该发行人全部 Schedule 13D/13G 系列申报记录(解析其主文档正文,上限最新 45 份):「比例」为申报原文中出现的百分比(取前列,可能是类别股本或合并申报口径,逐项以原文为准);「信托表述」为申报原文中含信托架构的关键句摘录。
申报日类型比例(见原文)信托表述(摘录)来源
2018-02-08SC 13G/A10.07%、7.73%原文
2018-02-09SC 13G/A13%、6.29%、5%原文
2018-05-25SC 13D/A24%Moyes through their ownership of various entities and a trust for their benefit and over which they share voting and dispositive power原文
2018-06-11SC 13G/A3.97%原文
2019-01-02SC 13D/A23.4%Moyes through their ownership of various entities and a trust for their benefit and over which they share voting and dispositive power原文
2019-02-06SC 13G/A6.9%、5%原文
2019-02-11SC 13G/A6.29%、5%、2%原文
2019-02-13SC 13G49%、7.446%、5%ed by Fidelity Management & Research Company ("FMR Co"), a wholly owned subsidiary of FMR LLC, which power resides with the Fidelity Funds' Boards o…原文
2019-02-15SC 13D/A23.4%Moyes through their ownership of various entities and a trust for their benefit and over which they share voting and dispositive power原文
2019-05-10SC 13G/A49%、11.974%、5%ed by Fidelity Management & Research Company ("FMR Co"), a wholly owned subsidiary of FMR LLC, which power resides with the Fidelity Funds' Boards o…原文
2019-08-29SC 13D/A24%Moyes through their ownership of various entities and a trust for their benefit and over which they share voting and dispositive power原文
2019-09-13SC 13D/A24%Moyes through their ownership of various entities and a trust for their benefit and over which they share voting and dispositive power原文
2019-11-13SC 13D/A24%Moyes through their ownership of various entities and a trust for their benefit and over which they share voting and dispositive power原文
2020-02-05SC 13G/A7.2%、5%原文
2020-02-07SC 13G/A49%、14.999%、5%ed by Fidelity Management & Research Company ("FMR Co"), a wholly owned subsidiary of FMR LLC, which power resides with the Fidelity Funds' Boards o…原文
2020-02-12SC 13G/A6.41%原文
2020-02-19SC 13D/A23.9%Moyes through their ownership of various entities and a trust for their benefit and over which they share voting and dispositive power原文
2020-03-24SC 13D/A23.2%Moyes through their ownership of various entities and a trust for their benefit and over which they share voting and dispositive power原文
2020-06-02SC 13D/A23.3%Moyes through their ownership of various entities and a trust for their benefit and over which they share voting and dispositive power原文
2020-07-10SC 13G/A49%、9.434%、5%LLC"), a wholly owned subsidiary of FMR LLC, which power resides with the Fidelity Funds' Boards of Trustees原文
2020-09-23SC 13D/A5.3%Type of Reporting Person (See Instructions) IN (1) Includes shares of common stock held by trusts for which Michael Moyes and LynDee Moyes Nester serve as trustee, M S…原文
2021-01-29SC 13G/A7.2%、5%原文
2021-02-04SC 13G5.9%、5.64%原文
2021-02-08SC 13G/A49%、7.305%、5%LLC"), a wholly owned subsidiary of FMR LLC, which power resides with the Fidelity Funds' Boards of Trustees原文
2021-02-10SC 13G/A7.53%、5%原文
2022-02-03SC 13G/A9.8%、5%原文
2022-02-04SC 13G/A4.36%原文
2022-02-09SC 13G/A49%、5.777%LLC"), a wholly owned subsidiary of FMR LLC, which power resides with the Fidelity Funds' Boards of Trustees原文
2022-02-10SC 13G/A8.32%、5%原文
2022-02-14SC 13G5.1%原文
2022-03-11SC 13D/A5%、3.4%Type of Reporting Person (See Instructions) IN (1) Includes shares of common stock held by trusts for which Michael Moyes and LynDee Moyes Nester serve as trustee and …原文
2022-04-08SC 13G/A10%、5%原文
2023-01-20SC 13G/A10.8%、5%原文
2023-01-26SC 13G/A10.8%、5%原文
2023-02-06SC 13G9.75%、7.68%原文
2023-02-09SC 13G/A9.23%、5%原文
2023-02-09SC 13G/A49%、4.278%原文
2023-02-14SC 13G/A3.5%原文
2024-01-24SC 13G/A9.9%、5%原文
2024-02-08SC 13G/A9.74%、8.21%原文
2024-02-09SC 13G49%、6.105%原文
2024-02-13SC 13G/A9.31%、5%原文
2024-05-06SC 13G/A13.3%、11.58%原文
2024-06-07SC 13G/A10.3%、5%原文
2024-11-08SC 13G/A12.08%、10.54%原文
信托之家 · 全球信托 · 信托持股上市公司专题 · 本页为公开披露信息汇集,不构成法律意见或投资建议 · 生成器 build_trustholdings · 2026-11-03
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