{"filing":{"accession_number":"0001193125-26-391228","cik":"0000940942","ticker":"HUBG","company_name":"Hub Group, Inc.","form":"8-K","filing_date":"2026-09-15","report_date":"2026-09-11","primary_document":"d137221d8k.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/940942/000119312526391228/d137221d8k.htm"},"events":[{"id":33423,"run_id":30731,"accession_number":"0001193125-26-391228","anchor_item_number":"5.02","event_type":"exec_appointment","event_domain":"governance","is_material":true,"confidence":0.95,"summary":"David P. Yeager was appointed as Chairman and Chief Executive Officer effective September 13, 2026, and Patrick O'Donnell was appointed as Chief Financial Officer effective following the 10-K filing. These senior leadership appointments represent material changes during a period when the company is managing a financial restatement process.","company_name":"Hub Group, Inc.","ticker":"HUBG","filing_date":"2026-09-15","form":"8-K","submitted_at":null,"items":[{"id":36872,"accession_number":"0001193125-26-391228","item_number":"5.02","item_title":null,"event_type":"exec_appointment","event_domain":"governance","is_material":true,"confidence":0.95,"reasoning":"The Item 5.02 disclosure centers on two executive appointments: David P. Yeager's appointment as Chairman and Chief Executive Officer (effective immediately on September 13, 2026) and Patrick O'Donnell's appointment as Chief Financial Officer (effective following the 10-K filing). While the section also includes compensatory arrangements for O'Donnell and an amendment to Todd Heeter's interim CFO consulting agreement, the principal disclosed actions are the appointments of two senior officers to key roles. This is material to investors as it signals leadership changes during a period when the company is managing a financial restatement process.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-09-15T10:09:59.826998+00:00","company_name":"","ticker":null,"filing_date":""},{"id":36873,"accession_number":"0001193125-26-391228","item_number":"7.01","item_title":null,"event_type":"exec_appointment","event_domain":"governance","is_material":true,"confidence":0.85,"reasoning":"Item 7.01 references executive officer changes disclosed in Item 5.02, and the attached press release (EX-99.2) announces David Yeager returning to CEO, Phillip Yeager continuing as President and Vice Chairman, and Patrick O'Donnell's appointment as Chief Financial Officer. While the Item 7.01 itself is a Regulation FD disclosure furnishing the press release, the substantive event is the executive appointments, particularly O'Donnell's CFO appointment and Yeager's return to the CEO role. These are material leadership changes at a company undergoing financial restatement and delisting risk.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-09-15T10:09:59.826998+00:00","company_name":"","ticker":null,"filing_date":""}]},{"id":33424,"run_id":30731,"accession_number":"0001193125-26-391228","anchor_item_number":"2.02","event_type":"earnings_release","event_domain":"financial","is_material":true,"confidence":0.92,"summary":"Hub Group disclosed preliminary financial results for Q1 and Q2 2026 via press release, reporting revenue of $1.70–$1.80 billion for H1 2026, anticipated operating loss, and full-year 2026 guidance of $3.6–$3.8 billion revenue.","company_name":"Hub Group, Inc.","ticker":"HUBG","filing_date":"2026-09-15","form":"8-K","submitted_at":null,"items":[{"id":36871,"accession_number":"0001193125-26-391228","item_number":"2.02","item_title":null,"event_type":"earnings_release","event_domain":"financial","is_material":true,"confidence":0.92,"reasoning":"Item 2.02 discloses preliminary financial results for Q1 and Q2 2026 via press release (Exhibit 99.1), which is the core function of an earnings release. While the filing also mentions restatement updates and delisting risk, the Item 2.02 section itself is focused on announcing preliminary quarterly results—revenue of $1.70–$1.80 billion for H1 2026, anticipated operating loss, and full-year 2026 guidance of $3.6–$3.8 billion revenue. This is material to investors assessing the registrant's financial performance.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-09-15T10:09:59.826998+00:00","company_name":"","ticker":null,"filing_date":""}]},{"id":33425,"run_id":30731,"accession_number":"0001193125-26-391228","anchor_item_number":"1.01","event_type":"financial_other","event_domain":"financial","is_material":true,"confidence":0.45,"summary":"Hub Group entered into a Third Amendment to its Credit Agreement that extends financial reporting deadlines and modifies EBITDA covenant calculations to add back restatement-related expenses, providing covenant relief in response to the company's ongoing financial restatement and accounting troubles.","company_name":"Hub Group, Inc.","ticker":"HUBG","filing_date":"2026-09-15","form":"8-K","submitted_at":null,"items":[{"id":36870,"accession_number":"0001193125-26-391228","item_number":"1.01","item_title":null,"event_type":"debt_issuance","event_domain":"financial","is_material":true,"confidence":0.45,"reasoning":"The Item 1.01 disclosure centers on a Third Amendment to the Credit Agreement that extends financial reporting deadlines and modifies EBITDA covenant calculations to add back restatement-related expenses. While this is technically an amendment to an existing credit facility, the core substance involves covenant relief tied to the company's ongoing financial restatement and accounting troubles. The amendment itself does not create new debt but rather modifies terms of existing debt to accommodate the company's inability to meet original reporting and covenant requirements—a signal of financial distress rather than a new debt issuance.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-09-15T10:09:59.826998+00:00","company_name":"","ticker":null,"filing_date":""}]}],"classifications":[{"id":36870,"accession_number":"0001193125-26-391228","item_number":"1.01","item_title":null,"event_type":"debt_issuance","event_domain":"financial","is_material":true,"confidence":0.45,"reasoning":"The Item 1.01 disclosure centers on a Third Amendment to the Credit Agreement that extends financial reporting deadlines and modifies EBITDA covenant calculations to add back restatement-related expenses. While this is technically an amendment to an existing credit facility, the core substance involves covenant relief tied to the company's ongoing financial restatement and accounting troubles. The amendment itself does not create new debt but rather modifies terms of existing debt to accommodate the company's inability to meet original reporting and covenant requirements—a signal of financial distress rather than a new debt issuance.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-09-15T10:09:59.826998+00:00","company_name":"Hub Group, Inc.","ticker":"HUBG","filing_date":"2026-09-15"},{"id":36871,"accession_number":"0001193125-26-391228","item_number":"2.02","item_title":null,"event_type":"earnings_release","event_domain":"financial","is_material":true,"confidence":0.92,"reasoning":"Item 2.02 discloses preliminary financial results for Q1 and Q2 2026 via press release (Exhibit 99.1), which is the core function of an earnings release. While the filing also mentions restatement updates and delisting risk, the Item 2.02 section itself is focused on announcing preliminary quarterly results—revenue of $1.70–$1.80 billion for H1 2026, anticipated operating loss, and full-year 2026 guidance of $3.6–$3.8 billion revenue. This is material to investors assessing the registrant's financial performance.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-09-15T10:09:59.826998+00:00","company_name":"Hub Group, Inc.","ticker":"HUBG","filing_date":"2026-09-15"},{"id":36872,"accession_number":"0001193125-26-391228","item_number":"5.02","item_title":null,"event_type":"exec_appointment","event_domain":"governance","is_material":true,"confidence":0.95,"reasoning":"The Item 5.02 disclosure centers on two executive appointments: David P. Yeager's appointment as Chairman and Chief Executive Officer (effective immediately on September 13, 2026) and Patrick O'Donnell's appointment as Chief Financial Officer (effective following the 10-K filing). While the section also includes compensatory arrangements for O'Donnell and an amendment to Todd Heeter's interim CFO consulting agreement, the principal disclosed actions are the appointments of two senior officers to key roles. This is material to investors as it signals leadership changes during a period when the company is managing a financial restatement process.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-09-15T10:09:59.826998+00:00","company_name":"Hub Group, Inc.","ticker":"HUBG","filing_date":"2026-09-15"},{"id":36873,"accession_number":"0001193125-26-391228","item_number":"7.01","item_title":null,"event_type":"exec_appointment","event_domain":"governance","is_material":true,"confidence":0.85,"reasoning":"Item 7.01 references executive officer changes disclosed in Item 5.02, and the attached press release (EX-99.2) announces David Yeager returning to CEO, Phillip Yeager continuing as President and Vice Chairman, and Patrick O'Donnell's appointment as Chief Financial Officer. While the Item 7.01 itself is a Regulation FD disclosure furnishing the press release, the substantive event is the executive appointments, particularly O'Donnell's CFO appointment and Yeager's return to the CEO role. These are material leadership changes at a company undergoing financial restatement and delisting risk.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-09-15T10:09:59.826998+00:00","company_name":"Hub Group, Inc.","ticker":"HUBG","filing_date":"2026-09-15"}]}
