Company Overview - Knight-Swift Transportation Holdings Inc. is one of North America's largest trucking and logistics companies, operating a fleet of over 18,000 tractors and nearly 68,000 trailers, providing various freight transportation services [4] - The company has 35,300 employees and reported a revenue of $7.47 billion and a net income of $65.95 million for the trailing twelve months (TTM) [3] Recent Developments - The stock has shown consistent positive performance, with a 10.54% price change over the past year and four consecutive months of price gains, increasing by 7.7% as of February 14, 2026 [3][5] - On February 12, 2026, the company announced a 2-cent increase in quarterly dividends, now paying $0.20 per quarter, marking the seventh consecutive year of dividend increases [6] Executive Activity - Michael K Liu, EVP - Operations, sold 1,243 directly held shares on February 4, 2026, for a total transaction value of $75,661.41, fully exiting his direct equity position [1][2] - This sale was the smallest of Liu's four open-market sales since May 2023, and it did not involve any indirect holdings or derivative instruments [7] Industry Context - CEO Adam Miller expressed "cautious optimism" about the trucking industry, highlighting challenges due to a federal crackdown on non-compliant CDL training schools, which affects approximately 44% of registered schools [8][9] - The crackdown is expected to rebalance supply and demand in the trucking industry positively [9]