secwatch / observer
8-K filed November 15, 2023, 6:59 PM ET ticker SAIA CIK 0001177702
debt confidence high sentiment neutral materiality 0.55

SAIA INC (SAIA): debt financing — Saia enters into $350M private shelf agreement with Prudential; initial $100M at 6.09% due 2028

SAIA INC

Key facts

Extracted from this filing and checked against the source text.

Debt Financings SEC 8-K Item 2.03/2.04 confidence 0.9

SAIA INC incurred senior notes of up to $100 million aggregate principal amount with PGIM, Inc. and certain affiliates and managed accounts of Prudential at 6.09% per annum maturing five years after the date on which the Initial Notes are issued.

Instrument
senior notes
Principal
up to $100 million aggregate principal amount
Counterparty
PGIM, Inc. and certain affiliates and managed accounts of Prudential
Rate
6.09% per annum
Maturity
five years after the date on which the Initial Notes are issued
Event
incurrence
Exact text from the filing
On November 9, 2023, Saia, Inc. (the “Company”) entered into a Private Shelf Agreement (the “Shelf Agreement”), by and among the Company, PGIM, Inc. (“Prudential”), and certain affiliates and managed accounts of Prudential (the “Note Purchasers”), pursuant to which the Company agreed to sell up to $100 million aggregate principal amount of senior notes (the “Initial Notes”) to the Note Purchasers. The Initial Notes will bear interest at 6.09% per annum and will mature five years after the date on which the Initial Notes are issued, unless earlier repaid by the Company.
View on SEC.gov
Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

SAIA INC entered into Private Shelf Agreement with PGIM, Inc. and certain affiliates and managed accounts of Prudential valued at $100 million aggregate principal amount (effective 2023-11-09).

Action
entry
Agreement
notes offering
Counterparty
PGIM, Inc. and certain affiliates and managed accounts of Prudential
Value
$100 million aggregate principal amount
Effective
2023-11-09
Exact text from the filing
On November 9, 2023, Saia, Inc. (the “Company”) entered into a Private Shelf Agreement (the “Shelf Agreement”), by and among the Company, PGIM, Inc. (“Prudential”), and certain affiliates and managed accounts of Prudential (the “Note Purchasers”), pursuant to which the Company agreed to sell up to $100 million aggregate principal amount of senior notes (the “Initial Notes”) to the Note Purchasers.
View on SEC.gov

24 debt financings filed in the last 30 days. Browse all debt financings →

SAIA INC filing history →

Source: SEC EDGAR
accession 0000950170-23-064199
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