RXO, Inc. (RXO)
Charlotte, NC, US
RXO, Inc., headquartered in Charlotte, North Carolina, functions as a freight broker specializing in full truckload transportation services across the United States. The company utilizes its unique digital marketplace to link clients with available truckload space. Beyond this core offering, RXO also provides a suite of related brokered services, including comprehensive managed logistics, local last-mile delivery, and international freight forwarding.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -4.83% | -4.65% | +28.89% | +59.35% | +67.48% | +63.77% | +28.09% | +9.64% | -1.43% | -1.43% | -1.43% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 3 | 0 |
| Hold | 13 | -1 |
| Sell | 1 | 0 |
| Strong Sell | 1 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
22.00
-19.8%
|
| Last Quarter | 3 |
19.00
-30.7%
|
| Last Year | 12 |
17.00
-38.0%
|
| All Time | 29 |
21.07
-23.2%
|
-
Revenue growth Trucking: +2.9%+26.2% ★ Q1'26: -0.6% (vs Q1'25)
-
EPS growth Trucking: -12.4%+72.8% ★ Q1'26: -16.7% (vs Q1'25)
-
FCF margin FCF growth · Trucking: +70.8%+0.5% ★ Q1'26: -1.7% (vs Q1'25)
-
EBIT margin Trucking: +4.4%-0.1% Q1'26: -1.3% (vs Q1'25)
-
ROIC Trucking: +3.4%-0.3% Q1'26: -2.6% (vs Q1'25)
-
Share dilution Trucking: +0.3%+26.3% Q1'26: +0.6% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Trucking: 1.75×7.90× Q1'26: 24.96× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 10 Rev. Ana. 11 EPS Ana. |
Dec 2027 14 Rev. Ana. 12 EPS Ana. |
Dec 2028 5 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|
| Revenue |
4.80B
est: 4.87B (-1.5%)
|
3.93B
est: 3.80B (+3.4%)
|
4.55B
est: 4.54B (+0.1%)
|
5.74B
est: 5.76B (-0.4%)
|
6.15B
5.63B – 6.63B
+6.8% YoY
|
6.60B
6.16B – 7.06B
+7.3% YoY
|
7.07B
6.98B – 7.17B
+7.1% YoY
|
| EBITDA |
209.00M
est: 195.69M (+6.8%)
|
134.00M
est: 137.00M (-2.2%)
|
117.00M
est: 163.98M (-28.6%)
|
109.00M
est: 207.91M (-47.6%)
|
221.99M
203.18M – 239.32M
+6.8% YoY
|
238.21M
222.10M – 254.70M
+7.3% YoY
|
255.15M
251.73M – 258.57M
+7.1% YoY
|
| EBIT |
123.00M
est: 104.17M (+18.1%)
|
67.00M
est: 67.45M (-0.7%)
|
30.00M
est: 80.73M (-62.8%)
|
-7.00M
est: 102.36M (-106.8%)
|
109.29M
100.03M – 117.82M
+6.8% YoY
|
117.27M
109.34M – 125.39M
+7.3% YoY
|
125.61M
123.93M – 127.30M
+7.1% YoY
|
| Net Income |
92.00M
est: 184.49M (-50.1%)
|
4.00M
est: -30.10M (+113.3%)
|
-290.00M
est: 19.37M (-1,597.4%)
|
-100.00M
est: -3.54M (-2,722.8%)
|
5.85M
-14.04M – 25.74M
+265.1% YoY
|
86.22M
45.65M – 126.80M
+1,374.0% YoY
|
84.34M
49.45M – 149.76M
-2.2% YoY
|
| SGA |
640.00M
est: 373.72M (+71.3%)
|
—
est: 188.74M (-100.0%)
|
—
est: 225.91M (-100.0%)
|
832.0K
est: 286.43M (-99.7%)
|
305.83M
279.92M – 329.70M
+6.8% YoY
|
328.17M
305.98M – 350.90M
+7.3% YoY
|
351.51M
346.80M – 356.22M
+7.1% YoY
|
| EPS |
0.79
est: 1.36 (-42.1%)
|
0.03
est: -0.18 (+119.1%)
|
-2.17
est: 0.11 (-1,987.6%)
|
-0.59
est: -0.02 (-2,697.5%)
|
0.03
-0.08 – 0.15
+231.7% YoY
|
0.46
0.27 – 0.75
+1,561.9% YoY
|
0.59
0.29 – 0.89
+28.1% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-22 | Susquehanna | Negative | Negative | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-06 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-05 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-04 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-01 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-30 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-29 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-28 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-27 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-24 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-23 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-22 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-21 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-20 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-17 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-16 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 20.79M | 12.90% | — | — | 20.79M | — | HC | Delaware | 2024-11-08 | ↗ |
| 2 | Farhad Nanji | 12.68M | 10.90% | — | 12.68M | — | 12.68M | IN | — | 2023-02-10 | ↗ |
| 3 | MFN Partners GP, LLC | 12.68M | 10.90% | — | 12.68M | — | 12.68M | OO | — | 2023-02-10 | ↗ |
| 4 | MFN Partners Management, LLC | 12.68M | 10.90% | — | 12.68M | — | 12.68M | OO | — | 2023-02-10 | ↗ |
| 5 | MFN Partners Management, LP | 12.68M | 10.90% | — | 12.68M | — | 12.68M | IA, PN | — | 2023-02-10 | ↗ |
| 6 | MFN Partners, LP | 12.68M | 10.90% | — | 12.68M | — | 12.68M | PN | — | 2023-02-10 | ↗ |
| 7 | Michael F. DeMichele | 12.68M | 10.90% | — | 12.68M | — | 12.68M | IN | — | 2023-02-10 | ↗ |
| 8 | The Vanguard Group - 23-1945930 | 11.36M | 9.77% | — | 60.1K | 11.13M | 232.5K | IA | Pennsylvania | 2023-02-09 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | ORBIS ALLAN GRAY LTD | 34.68M +2.1M (+6.5%) | 438.33M -62.6M (-12.5%) | 20.58% +1.257 pp | 1.84% -0.314 pp | USD20.90 -39.5% | 13 qtrs — |
| 2 | MFN PARTNERS MANAGEMENT, LP | 27.58M +— (+0.0%) | 348.58M -75.6M (-17.8%) | 16.35% -0.018 pp | 7.41% -1.159 pp | USD22.32 -43.4% | 13 qtrs — |
| 3 | BLACKROCK, INC. | 23.90M +68.1K (+0.3%) | 302.07M -64.4M (-17.6%) | 14.16% +0.025 pp | 0.01% -0.001 pp | USD26.72 -52.7% | 6 qtrs — |
| 4 | VANGUARD GROUP INC | 17.31M +93.1K (+0.5%) | 218.80M -46.0M (-17.4%) | 10.26% +0.044 pp | 0.00% -0.001 pp | USD19.36 -34.7% | 13 qtrs — |
| 5 | FINEPOINT CAPITAL LP | 9.39M +2.1M (+29.2%) | 118.67M +6.9M (+6.2%) | 5.56% +1.253 pp | 5.92% -0.506 pp | USD14.76 -14.4% | 2 qtrs — |
| 6 | FIL LTD | 6.56M +14.0K (+0.2%) | 82.97M -17.8M (-17.6%) | 3.90% +0.010 pp | 0.06% -0.017 pp | USD26.32 -52.0% | 13 qtrs — |
| 7 | STATE STREET CORP | 6.37M +230.1K (+3.7%) | 80.52M -13.9M (-14.7%) | 3.78% +0.132 pp | 0.00% -0.001 pp | USD19.38 -34.8% | 13 qtrs — |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | 4.71M -5.3M (-52.9%) | 59.55M -94.2M (-61.3%) | 2.80% -3.136 pp | 0.01% -0.017 pp | USD19.10 -33.8% | 13 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 3.88M +18.1K (+0.5%) | 49.01M -10.3M (-17.4%) | 2.30% +0.008 pp | 0.00% -0.001 pp | USD20.32 -37.8% | 13 qtrs — |
| 10 | DOUGLAS LANE & ASSOCIATES, LLC | 3.41M -459.3K (-11.9%) | 43.06M -16.4M (-27.6%) | 2.02% -0.273 pp | 0.59% -0.243 pp | USD19.73 -35.9% | 13 qtrs — |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.42M +100.5K (+4.3%) | 30.60M -5.1M (-14.3%) | 1.44% +0.060 pp | 0.00% -0.001 pp | USD19.67 -35.7% | 13 qtrs — |
| 12 | MORGAN STANLEY | 2.21M +521.4K (+30.8%) | 27.96M +2.0M (+7.5%) | 1.31% +0.308 pp | 0.00% +0.000 pp | USD18.54 -31.8% | 13 qtrs — |
| 13 | HOOD RIVER CAPITAL MANAGEMENT LLC | 1.99M +604.9K (+43.6%) | 25.20M +3.8M (+18.0%) | 1.18% +0.358 pp | 0.28% +0.024 pp | USD17.28 -26.9% | 13 qtrs — |
| 14 | FRONTIER CAPITAL MANAGEMENT CO LLC | 1.56M +557.3K (+55.5%) | 19.73M +4.3M (+27.8%) | 0.93% +0.330 pp | 0.21% +0.071 pp | USD17.51 -27.8% | 13 qtrs — |
| 15 | DIMENSIONAL FUND ADVISORS LP | 1.54M -114.9K (-6.9%) | 19.52M -6.0M (-23.5%) | 0.92% -0.068 pp | 0.00% -0.001 pp | USD19.18 -34.1% | 13 qtrs — |
| 16 | UBS GROUP AG | 1.52M -640.3K (-29.6%) | 19.21M -14.0M (-42.2%) | 0.90% -0.381 pp | 0.00% -0.002 pp | USD19.55 -35.3% | 13 qtrs — |
| 17 | NORTHERN TRUST CORP | 1.44M -124.8K (-8.0%) | 18.14M -5.9M (-24.4%) | 0.85% -0.074 pp | 0.00% -0.001 pp | USD21.16 -40.3% | 13 qtrs — |
| 18 | SWEDBANK AB | 1.36M -132.0K (-8.9%) | 17.17M -5.8M (-25.1%) | 0.80% -0.079 pp | 0.02% -0.007 pp | USD20.10 -37.1% | 13 qtrs — |
| 19 | GOLDMAN SACHS GROUP INC | 1.35M +362.1K (+36.8%) | 17.02M +1.9M (+12.4%) | 0.80% +0.214 pp | 0.00% +0.000 pp | USD18.80 -32.8% | 13 qtrs — |
| 20 | INVESCO LTD. | 1.17M +216.4K (+22.6%) | 14.82M +114.9K (+0.8%) | 0.70% +0.128 pp | 0.00% +0.000 pp | USD17.19 -26.5% | 13 qtrs — |
| 21 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.11M +190.6K (+20.7%) | 14.04M -111.4K (-0.8%) | 0.66% +0.113 pp | 0.00% +0.000 pp | USD16.63 -24.0% | 13 qtrs — |
| 22 | BANK OF NEW YORK MELLON CORP | 973.7K -8.2K (-0.8%) | 12.31M -2.8M (-18.5%) | 0.58% -0.006 pp | 0.00% -0.001 pp | USD18.00 -29.8% | 13 qtrs — |
| 23 | PENN CAPITAL MANAGEMENT COMPANY, LLC | 960.1K +16.0K (+1.7%) | 12.17M -2.4M (-16.4%) | 0.57% +0.009 pp | 0.97% -0.149 pp | USD19.67 -35.7% | 8 qtrs — |
| 24 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 888.0K +888.0K (+100.0%) | 11.22M +11.2M (+100.0%) | 0.53% +0.527 pp | 0.11% +0.110 pp | USD12.64 +0.0% | 1 qtrs NEW |
| 25 | FRED ALGER MANAGEMENT, LLC | 861.7K -68.5K (-7.4%) | 10.89M -3.4M (-23.9%) | 0.51% -0.041 pp | 0.04% -0.013 pp | USD21.33 -40.7% | 13 qtrs — |
| 26 | PRINCIPAL FINANCIAL GROUP INC | 782.3K -9.5K (-1.2%) | 9.89M -2.3M (-18.8%) | 0.46% -0.006 pp | 0.01% -0.001 pp | USD18.90 -33.1% | 13 qtrs — |
| 27 | KENNEDY CAPITAL MANAGEMENT LLC | 719.7K +719.7K (+100.0%) | 9.10M +9.1M (+100.0%) | 0.43% +0.427 pp | 0.19% +0.193 pp | USD12.64 +0.0% | 1 qtrs NEW |
| 28 | NEW YORK STATE COMMON RETIREMENT FUND | 649.2K +40.1K (+6.6%) | 8.21M -1.2M (-12.4%) | 0.38% +0.023 pp | 0.01% -0.001 pp | USD19.35 -34.7% | 13 qtrs — |
| 29 | PRIMECAP MANAGEMENT CO/CA/ | 603.1K +— (+0.0%) | 7.62M -1.7M (-17.8%) | 0.36% 0.000 pp | 0.01% -0.001 pp | USD17.40 -27.4% | 13 qtrs — |
| 30 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 568.3K -71.3K (-11.1%) | 7.18M -2.7M (-27.0%) | 0.34% -0.043 pp | 0.02% -0.012 pp | USD19.34 -34.6% | 13 qtrs — |
| 31 | DIVISAR CAPITAL MANAGEMENT LLC | 555.0K +19.1K (+3.6%) | 7.02M -1.2M (-14.9%) | 0.33% +0.011 pp | 1.97% -0.272 pp | USD21.30 -40.7% | 12 qtrs — |
| 32 | FRANKLIN RESOURCES INC | 487.7K -1.8M (-79.1%) | 6.16M -29.7M (-82.8%) | 0.29% -1.093 pp | 0.00% -0.007 pp | USD19.77 -36.1% | 6 qtrs — |
| 33 | NUVEEN, LLC | 479.0K -561.7K (-54.0%) | 6.05M -10.0M (-62.2%) | 0.28% -0.334 pp | 0.00% -0.003 pp | USD17.09 -26.0% | 4 qtrs — |
| 34 | CITADEL ADVISORS LLC | 474.1K -177.3K (-27.2%) | 5.99M -4.0M (-40.2%) | 0.28% -0.106 pp | 0.00% -0.001 pp | USD15.70 -19.5% | 3 qtrs — |
| 35 | RHUMBLINE ADVISERS | 458.5K -11.3K (-2.4%) | 5.80M -1.4M (-19.8%) | 0.27% -0.007 pp | 0.00% -0.001 pp | USD18.70 -32.4% | 13 qtrs — |
| 36 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 448.3K -31.0K (-6.5%) | 5.67M -1.7M (-23.1%) | 0.27% -0.019 pp | 0.02% -0.005 pp | USD15.38 -17.8% | 2 qtrs — |
| 37 | 683 CAPITAL MANAGEMENT, LLC | 358.0K +358.0K (+100.0%) | 4.52M +4.5M (+100.0%) | 0.21% +0.212 pp | 0.20% +0.197 pp | USD12.64 +0.0% | 1 qtrs NEW |
| 38 | LEGAL & GENERAL GROUP PLC | 343.6K -21.6K (-5.9%) | 4.34M -1.3M (-22.7%) | 0.20% -0.013 pp | 0.00% 0.000 pp | USD18.72 -32.5% | 13 qtrs — |
| 39 | EDGESTREAM PARTNERS, L.P. | 329.7K -66.3K (-16.7%) | 4.17M -1.9M (-31.6%) | 0.20% -0.040 pp | 0.12% -0.061 pp | USD15.69 -19.4% | 5 qtrs — |
| 40 | SG AMERICAS SECURITIES, LLC | 321.8K +281.3K (+694.5%) | 4.07M +3.4M (+553.0%) | 0.19% +0.167 pp | 0.01% +0.003 pp | USD12.98 -2.6% | 13 qtrs — |
| 41 | BANK OF AMERICA CORP /DE/ | 316.8K -21.9K (-6.5%) | 4.00M -1.2M (-23.1%) | 0.19% -0.013 pp | 0.00% 0.000 pp | USD21.74 -41.9% | 13 qtrs — |
| 42 | NEW AGE ALPHA ADVISORS, LLC | 298.0K +298.0K (+100.0%) | 3.77M +3.8M (+100.0%) | 0.18% +0.177 pp | 0.16% +0.162 pp | USD12.64 +0.0% | 1 qtrs NEW |
| 43 | — | 285.6K +285.6K (+100.0%) | 3.61M +3.6M (+100.0%) | 0.17% +0.169 pp | 1.70% +1.705 pp | USD12.64 +0.0% | 1 qtrs NEW |
| 44 | AMERIPRISE FINANCIAL INC | 283.9K -24.0K (-7.8%) | 3.59M -1.1M (-24.2%) | 0.17% -0.014 pp | 0.00% 0.000 pp | USD20.72 -39.0% | 13 qtrs — |
| 45 | UBS ASSET MANAGEMENT AMERICAS INC | 276.7K +32.8K (+13.5%) | 3.50M -253.1K (-6.7%) | 0.16% +0.020 pp | 0.00% 0.000 pp | USD20.04 -36.9% | 13 qtrs — |
| 46 | CORNERSTONE WEALTH GROUP, LLC | 275.1K +13.3K (+5.1%) | 3.48M -549.2K (-13.6%) | 0.16% +0.008 pp | 0.24% -0.034 pp | USD15.25 -17.1% | 2 qtrs — |
| 47 | ROYCE & ASSOCIATES LP | 270.0K +270.0K (+100.0%) | 3.41M +3.4M (+100.0%) | 0.16% +0.160 pp | 0.03% +0.035 pp | USD12.64 +0.0% | 1 qtrs NEW |
| 48 | BARCLAYS PLC | 258.1K -650.7K (-71.6%) | 3.26M -22.2M (-87.2%) | 0.15% -0.386 pp | 0.00% -0.006 pp | USD17.69 -28.5% | 13 qtrs — |
| 49 | VERITION FUND MANAGEMENT LLC | 240.1K -277.4K (-53.6%) | 3.03M -4.9M (-61.9%) | 0.14% -0.165 pp | 0.01% -0.021 pp | USD17.04 -25.8% | 6 qtrs — |
| 50 | JPMORGAN CHASE & CO | 238.0K +102.3K (+75.4%) | 3.01M +921.9K (+44.2%) | 0.14% +0.061 pp | 0.00% +0.000 pp | USD19.05 -33.6% | 13 qtrs — |
| 51 | RUSSELL INVESTMENTS GROUP, LTD. | 223.2K +28.5K (+14.6%) | 2.82M -173.4K (-5.8%) | 0.13% +0.017 pp | 0.00% 0.000 pp | USD18.11 -30.2% | 13 qtrs — |
| 52 | SWISS NATIONAL BANK | 210.2K +3.7K (+1.8%) | 2.66M -519.0K (-16.3%) | 0.12% +0.002 pp | 0.00% 0.000 pp | USD17.77 -28.9% | 13 qtrs — |
| 53 | AQR CAPITAL MANAGEMENT LLC | 198.0K +113.3K (+133.8%) | 2.50M +1.2M (+97.6%) | 0.12% +0.067 pp | 0.00% +0.001 pp | USD14.54 -13.1% | 13 qtrs — |
| 54 | ALLIANCEBERNSTEIN L.P. | 196.5K +16.7K (+9.3%) | 2.48M -281.0K (-10.2%) | 0.12% +0.010 pp | 0.00% 0.000 pp | USD21.11 -40.1% | 13 qtrs — |
| 55 | WELLS FARGO & COMPANY/MN | 195.5K +56.6K (+40.7%) | 2.47M +334.3K (+15.7%) | 0.12% +0.033 pp | 0.00% +0.000 pp | USD16.57 -23.7% | 13 qtrs — |
| 56 | NATIXIS ADVISORS, L.P. | 193.3K +158.4K (+453.5%) | 2.44M +1.9M (+355.1%) | 0.11% +0.094 pp | 0.00% +0.003 pp | USD14.69 -14.0% | 12 qtrs — |
| 57 | HODGES CAPITAL MANAGEMENT INC. | 175.6K +11.6K (+7.1%) | 2.22M -302.7K (-12.0%) | 0.10% +0.007 pp | 0.19% -0.025 pp | USD22.21 -43.1% | 5 qtrs — |
| 58 | KIRR MARBACH & CO LLC /IN/ | 171.9K -17.2K (-9.1%) | 2.17M -734.9K (-25.3%) | 0.10% -0.010 pp | 0.42% -0.110 pp | USD17.40 -27.4% | 13 qtrs — |
| 59 | TWINBEECH CAPITAL LP | 170.1K +170.1K (+100.0%) | 2.15M +2.1M (+100.0%) | 0.10% +0.101 pp | 0.15% +0.153 pp | USD12.64 +0.0% | 3 qtrs — |
| 60 | PRICE T ROWE ASSOCIATES INC /MD/ | 163.1K +20.9K (+14.7%) | 2.06M -126.0K (-5.8%) | 0.10% +0.012 pp | 0.00% +0.000 pp | USD18.63 -32.2% | 13 qtrs — |
| 61 | ALGERT GLOBAL LLC | 160.4K +68.6K (+74.7%) | 2.03M +616.0K (+43.6%) | 0.10% +0.041 pp | 0.03% +0.008 pp | USD14.21 -11.0% | 2 qtrs — |
| 62 | PRUDENTIAL FINANCIAL INC | 153.4K -11.0K (-6.7%) | 1.94M -589.0K (-23.3%) | 0.09% -0.007 pp | 0.00% -0.001 pp | USD20.36 -37.9% | 12 qtrs — |
| 63 | DEUTSCHE BANK AG\ | 152.9K +5.1K (+3.5%) | 1.93M -339.9K (-15.0%) | 0.09% +0.003 pp | 0.00% 0.000 pp | USD20.36 -37.9% | 13 qtrs — |
| 64 | RENAISSANCE TECHNOLOGIES LLC | 141.8K -12.3K (-8.0%) | 1.79M -577.7K (-24.4%) | 0.08% -0.007 pp | 0.00% 0.000 pp | USD22.52 -43.9% | 8 qtrs — |
| 65 | CITIGROUP INC | 136.9K +88.6K (+183.8%) | 1.73M +988.3K (+133.2%) | 0.08% +0.053 pp | 0.00% +0.000 pp | USD16.87 -25.1% | 13 qtrs — |
| 66 | KETTLE HILL CAPITAL MANAGEMENT, LLC | 136.0K +136.0K (+100.0%) | 1.72M +1.7M (+100.0%) | 0.08% +0.081 pp | 0.38% +0.384 pp | USD12.64 +0.0% | 1 qtrs NEW |
| 67 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 126.8K -12.0K (-8.6%) | 1.60M -532.0K (-24.9%) | 0.08% -0.007 pp | 0.01% -0.004 pp | USD16.17 -21.8% | 13 qtrs — |
| 68 | JACOBS LEVY EQUITY MANAGEMENT, INC | 118.1K +118.1K (+100.0%) | 1.49M +1.5M (+100.0%) | 0.07% +0.070 pp | 0.01% +0.006 pp | USD12.64 +0.0% | 1 qtrs NEW |
| 69 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 116.7K +100.0 (+0.1%) | 1.48M -318.0K (-17.7%) | 0.07% +0.000 pp | 0.00% -0.001 pp | USD17.72 -28.7% | 13 qtrs — |
| 70 | THRIVENT FINANCIAL FOR LUTHERANS | 112.8K -5.5K (-4.7%) | 1.43M -395.0K (-21.7%) | 0.07% -0.003 pp | 0.00% -0.001 pp | USD19.25 -34.3% | 13 qtrs — |
| 71 | HOLOCENE ADVISORS, LP | 111.6K +56.9K (+104.0%) | 1.41M +569.3K (+67.6%) | 0.07% +0.034 pp | 0.00% +0.001 pp | USD15.11 -16.3% | 4 qtrs — |
| 72 | COMERICA BANK | 109.6K +24.4K (+28.7%) | 1.38M +75.4K (+5.8%) | 0.07% +0.015 pp | 0.01% +0.001 pp | USD19.63 -35.6% | 10 qtrs — |
| 73 | XTX TOPCO LTD | 106.8K +87.0K (+437.9%) | 1.35M +1.0M (+342.1%) | 0.06% +0.052 pp | 0.04% +0.020 pp | USD13.15 -3.9% | 2 qtrs — |
| 74 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 105.9K -168.0 (-0.2%) | 1.34M -292.7K (-17.9%) | 0.06% 0.000 pp | 0.00% 0.000 pp | USD17.18 -26.4% | 13 qtrs — |
| 75 | BLUE DOOR ASSET MANAGEMENT, LLC | 102.5K +102.5K (+100.0%) | 1.30M +1.3M (+100.0%) | 0.06% +0.061 pp | 0.52% +0.524 pp | USD12.64 +0.0% | 1 qtrs NEW |
| 76 | METLIFE INVESTMENT MANAGEMENT, LLC | 94.1K -3.4K (-3.4%) | 1.19M -309.4K (-20.6%) | 0.06% -0.002 pp | 0.01% -0.001 pp | USD23.37 -45.9% | 13 qtrs — |
| 77 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 93.9K -163.1K (-63.5%) | 1.19M -2.8M (-70.0%) | 0.06% -0.097 pp | 0.01% -0.028 pp | USD17.82 -29.1% | 13 qtrs — |
| 78 | HIGHVISTA STRATEGIES LLC | 90.9K +10.0K (+12.4%) | 1.15M -94.8K (-7.6%) | 0.05% +0.006 pp | 0.30% -0.009 pp | USD22.94 -44.9% | 6 qtrs — |
| 79 | VESTMARK ADVISORY SOLUTIONS, INC. | 90.4K +90.4K (+100.0%) | 1.14M +1.1M (+100.0%) | 0.05% +0.054 pp | 0.02% +0.015 pp | USD12.64 +0.0% | 1 qtrs NEW |
| 80 | FMR LLC | 90.3K -8.4K (-8.5%) | 1.14M -376.3K (-24.8%) | 0.05% -0.005 pp | 0.00% +0.000 pp | USD17.26 -26.8% | 13 qtrs — |
| 81 | SUMMITTX CAPITAL, L.P. | 89.4K +89.4K (+100.0%) | 1.13M +1.1M (+100.0%) | 0.05% +0.053 pp | 0.03% +0.034 pp | USD12.64 +0.0% | 1 qtrs NEW |
| 82 | DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 87.6K +87.6K (+100.0%) | 1.11M +1.1M (+100.0%) | 0.05% +0.052 pp | 0.25% +0.251 pp | USD12.64 +0.0% | 3 qtrs — |
| 83 | GSA CAPITAL PARTNERS LLP | 86.2K +64.2K (+292.5%) | 1.09M +751.0K (+222.2%) | 0.05% +0.038 pp | 0.09% +0.066 pp | USD13.42 -5.8% | 3 qtrs — |
| 84 | SEI INVESTMENTS CO | 77.7K +60.5K (+353.6%) | 981.6K +718.3K (+272.8%) | 0.05% +0.036 pp | 0.00% +0.001 pp | USD14.55 -13.1% | 13 qtrs — |
| 85 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 76.8K -4.8K (-5.9%) | 970.6K -284.0K (-22.6%) | 0.05% -0.003 pp | 0.00% 0.000 pp | USD22.76 -44.5% | 13 qtrs — |
| 86 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 75.5K -21.0 (0.0%) | 954.8K -207.3K (-17.8%) | 0.04% +0.000 pp | 0.00% 0.000 pp | USD26.28 -51.9% | 7 qtrs — |
| 87 | LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM | 75.2K -200.0 (-0.3%) | 950.5K -209.1K (-18.0%) | 0.04% 0.000 pp | 0.02% -0.003 pp | USD19.46 -35.0% | 13 qtrs — |
| 88 | CAPTION MANAGEMENT, LLC | 75.0K +75.0K (+100.0%) | 948.0K +948.0K (+100.0%) | 0.04% +0.045 pp | 0.01% +0.007 pp | USD12.64 +0.0% | 1 qtrs NEW |
| 89 | GAME CREEK CAPITAL, LP | 75.0K +75.0K (+100.0%) | 948.0K +948.0K (+100.0%) | 0.04% +0.045 pp | 0.31% +0.313 pp | USD12.64 +0.0% | 1 qtrs NEW |
| 90 | TECTONIC ADVISORS LLC | 70.4K +7.4K (+11.7%) | 889.5K -79.8K (-8.2%) | 0.04% +0.004 pp | 0.05% -0.006 pp | USD21.07 -40.0% | 5 qtrs — |
| 91 | MOTLEY FOOL WEALTH MANAGEMENT, LLC | 66.1K -344.4K (-83.9%) | 835.4K -5.5M (-86.8%) | 0.04% -0.204 pp | 0.06% -0.363 pp | USD19.41 -34.9% | 13 qtrs — |
| 92 | LAURION CAPITAL MANAGEMENT LP | 62.4K +62.4K (+100.0%) | 789.3K +789.3K (+100.0%) | 0.04% +0.037 pp | 0.03% +0.029 pp | USD12.64 +0.0% | 1 qtrs NEW |
| 93 | STATE OF WISCONSIN INVESTMENT BOARD | 60.5K +60.5K (+100.0%) | 764.6K +764.6K (+100.0%) | 0.04% +0.036 pp | 0.00% +0.002 pp | USD12.64 +0.0% | 13 qtrs — |
| 94 | D. E. SHAW & CO., INC. | 55.2K +8.0K (+16.9%) | 697.7K -28.2K (-3.9%) | 0.03% +0.005 pp | 0.00% +0.000 pp | USD15.06 -16.1% | 3 qtrs — |
| 95 | INTECH INVESTMENT MANAGEMENT LLC | 54.2K -8.0K (-12.8%) | 685.1K -271.3K (-28.4%) | 0.03% -0.005 pp | 0.01% -0.002 pp | USD22.62 -44.1% | 6 qtrs — |
| 96 | JANE STREET GROUP, LLC | 53.0K +38.9K (+275.9%) | 669.9K +453.1K (+208.9%) | 0.03% +0.023 pp | 0.00% +0.000 pp | USD13.46 -6.1% | 3 qtrs — |
| 97 | QUANTINNO CAPITAL MANAGEMENT LP | 52.6K +11.4K (+27.5%) | 665.0K +30.4K (+4.8%) | 0.03% +0.007 pp | 0.00% 0.000 pp | USD16.92 -25.3% | 11 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Invesco S&P Spin-Off ETF CSD | 2.84% | 6.43M | 0.67% |
| 2 | State Street SPDR S&P Transportation ETF XTN | 2.28% | 9.33M | 0.35% |
| 3 | Invesco S&P SmallCap Industrials ETF PSCI | 1.40% | 2.59M | 0.29% |
| 4 | Invesco S&P SmallCap 600 Pure Value ETF RZV | 0.97% | 2.73M | 0.35% |
| 5 | Invesco Russell 2000 Dynamic Multifactor ETF OMFS | 0.55% | 1.56M | 0.39% |
| 6 | iShares U.S. Transportation ETF IYT | 0.53% | 12.44M | 0.38% |
| 7 | Vanguard S&P Small-Cap 600 Value ETF VIOV | 0.49% | 9.29M | 0.10% |
| 8 | iShares S&P Small-Cap 600 Value ETF IJS | 0.47% | 37.71M | 0.18% |
| 9 | State Street SPDR S&P 600 Small Cap Value ETF SLYV | 0.47% | 22.73M | 0.15% |
| 10 | Invesco Dorsey Wright SmallCap Momentum ETF DWAS | 0.39% | 1.83M | 0.60% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-02 | Wilkerson Andrew M. | Director / Officer | M-Exempt | D | Restricted Stock Unit | 92,931 | 0.00 | — | 545,481 | D | ↗ |
| 2026-03-22 | Wilkerson Andrew M. | Director / Officer | F-InKind | D | Common Stock | 22,923 | 13.23 | 303.3K | 109,997 | D | ↗ |
| 2026-03-22 | Kerr Jason S. | Officer | M-Exempt | D | Restricted Stock Unit | 2,030 | 0.00 | — | 8,982 | D | ↗ |
| 2026-03-22 | HARRIS JAMES E | Officer | F-InKind | D | Common Stock | 5,643 | 13.23 | 74.7K | 130,131 | D | ↗ |
| 2026-03-22 | Firestone Jeffrey D. | Officer | F-InKind | D | Common Stock | 5,114 | 13.23 | 67.7K | 102,732 | D | ↗ |
| 2026-02-28 | Wilkerson Andrew M. | Director / Officer | F-InKind | D | Common Stock | 22,990 | 15.96 | 366.9K | 80,152 | D | ↗ |
| 2026-02-28 | Kerr Jason S. | Officer | M-Exempt | D | Restricted Stock Unit | 2,036 | 0.00 | — | 11,012 | D | ↗ |
| 2026-02-28 | HARRIS JAMES E | Officer | F-InKind | D | Common Stock | 5,660 | 15.96 | 90.3K | 122,785 | D | ↗ |
| 2026-02-28 | Firestone Jeffrey D. | Officer | F-InKind | D | Common Stock | 3,891 | 15.96 | 62.1K | 96,075 | D | ↗ |
| 2026-02-24 | Wilkerson Andrew M. | Director / Officer | A-Award | A | Restricted Stock Unit | 219,003 | 0.00 | — | 744,103 | D | ↗ |
| 2026-02-24 | HARRIS JAMES E | Officer | A-Award | A | Restricted Stock Unit | 53,908 | 0.00 | — | 265,672 | D | ↗ |
| 2026-02-24 | Firestone Jeffrey D. | Officer | A-Award | A | Restricted Stock Unit | 37,062 | 0.00 | — | 155,622 | D | ↗ |
| 2026-02-23 | Wilkerson Andrew M. | Director / Officer | F-InKind | D | Common Stock | 35,379 | 14.66 | 518.7K | 50,219 | D | ↗ |
| 2026-02-23 | Kerr Jason S. | Officer | M-Exempt | D | Restricted Stock Unit | 5,257 | 0.00 | — | 13,048 | D | ↗ |
| 2026-02-23 | HARRIS JAMES E | Officer | F-InKind | D | Common Stock | 9,808 | 14.66 | 143.8K | 115,417 | D | ↗ |
| 2026-02-23 | Firestone Jeffrey D. | Officer | F-InKind | D | Common Stock | 7,384 | 14.66 | 108.2K | 91,009 | D | ↗ |
| 2026-02-12 | MFN Partners, LP | 10% Owner | P-Purchase | A | Common Stock | 532,276 | 12.00 | 6.39M | 28,109,942 | D | ↗ |
| 2026-01-02 | Szlosek Thomas A | Director | A-Award | A | Restricted Stock Unit | 14,517 | 0.00 | — | 41,844 | D | ↗ |
| 2026-01-02 | Renna Stephen M. | Director | M-Exempt | A | Common Stock | 7,745 | 0.00 | — | 30,875 | D | ↗ |
| 2026-01-02 | Nettles Michelle | Director | A-Award | A | Restricted Stock Unit | 14,517 | 0.00 | — | 22,262 | D | ↗ |
| 2026-01-02 | Kissel Mary E. | Director | M-Exempt | D | Restricted Stock Unit | 7,745 | 0.00 | — | 14,517 | D | ↗ |
| 2026-01-02 | Kingshott Adrian | Director | A-Award | A | Restricted Stock Unit | 14,517 | 0.00 | — | 148,522 | D | ↗ |
| 2026-01-02 | Cooper Troy A. | Director | M-Exempt | D | Restricted Stock Unit | 7,745 | 0.00 | — | 14,517 | D | ↗ |
| 2026-01-02 | Breves Christine S | Director | M-Exempt | D | Restricted Stock Unit | 7,745 | 0.00 | — | 14,517 | D | ↗ |
| 2025-11-20 | Cooper Troy A. | Director | P-Purchase | A | Common Stock | 8,317 | 10.61 | 88.2K | 275,416 | D | ↗ |
| 2025-11-17 | Kingshott Adrian | Director | P-Purchase | A | Common Stock | 9,350 | 10.75 | 100.5K | 91,137 | D | ↗ |
| 2025-11-14 | Wilkerson Andrew M. | Director / Officer | M-Exempt | D | Restricted Stock Unit | 1,565 | 0.00 | — | 605,967 | D | ↗ |
| 2025-11-10 | Wilkerson Andrew M. | Director / Officer | P-Purchase | A | Common Stock | 7,775 | 12.88 | 100.1K | 7,775 | I | ↗ |
| 2025-11-10 | Kerr Jason S. | Officer | S-Sale | D | Common Stock | 33,343 | 11.57 | 385.8K | 43,558 | D | ↗ |
| 2025-11-07 | Szlosek Thomas A | Director | P-Purchase | A | Common Stock | 20,308 | 12.37 | 251.2K | 36,508 | I | ↗ |
| 2025-10-15 | Wilkerson Andrew M. | Director / Officer | G-Gift | D | Common Stock | 0 | 0.00 | — | 271,767 | I | ↗ |
| 2025-10-03 | Kerr Jason S. | Officer | F-InKind | D | Common Stock | 9,518 | 16.64 | 158.4K | 76,901 | D | ↗ |
| 2025-09-26 | HARRIS JAMES E | Officer | F-InKind | D | Common Stock | 28,025 | 14.94 | 418.7K | 103,391 | D | ↗ |
| 2025-08-31 | Firestone Jeffrey D. | Officer | M-Exempt | A | Common Stock | 17,262 | 0.00 | — | 89,763 | D | ↗ |
| 2025-08-22 | Firestone Jeffrey D. | Officer | M-Exempt | D | Restricted Stock Unit | 25,716 | 0.00 | — | 135,279 | D | ↗ |
| 2025-05-14 | Szlosek Thomas A | Director | P-Purchase | A | Common Stock | 7,500 | 16.65 | 124.9K | 16,200 | I | ↗ |
| 2025-05-09 | Szlosek Thomas A | Director | P-Purchase | A | Common Stock | 8,700 | 14.41 | 125.4K | 8,700 | I | ↗ |
| 2025-05-02 | Wilkerson Andrew M. | Director / Officer | M-Exempt | D | Restricted Stock Unit | 92,932 | 0.00 | — | 532,600 | D | ↗ |
| 2025-03-22 | Wilkerson Andrew M. | Director / Officer | M-Exempt | D | Restricted Stock Unit | 52,769 | 0.00 | — | 625,532 | D | ↗ |
| 2025-03-22 | Kerr Jason S. | Officer | M-Exempt | D | Restricted Stock Unit | 2,030 | 0.00 | — | 15,422 | D | ↗ |
| 2025-03-22 | HARRIS JAMES E | Officer | F-InKind | D | Common Stock | 5,677 | 18.59 | 105.5K | 67,286 | D | ↗ |
| 2025-03-22 | Firestone Jeffrey D. | Officer | M-Exempt | A | Common Stock | 11,772 | 0.00 | — | 63,168 | D | ↗ |
| 2025-03-10 | Wilkerson Andrew M. | Director / Officer | M-Exempt | D | Restricted Stock Unit | 2,105 | 0.00 | — | 678,301 | D | ↗ |
| 2025-02-28 | Wilkerson Andrew M. | Director / Officer | A-Award | A | Restricted Stock Unit | 158,769 | 0.00 | — | 680,406 | D | ↗ |
| 2025-02-28 | Kerr Jason S. | Officer | A-Award | A | Restricted Stock Unit | 6,106 | 0.00 | — | 17,452 | D | ↗ |
| 2025-02-28 | HARRIS JAMES E | Officer | A-Award | A | Restricted Stock Unit | 39,082 | 0.00 | — | 292,271 | D | ↗ |
| 2025-02-28 | Firestone Jeffrey D. | Officer | A-Award | A | Restricted Stock Unit | 16,717 | 0.00 | — | 16,717 | D | ↗ |
| 2025-02-23 | Wilkerson Andrew M. | Director / Officer | F-InKind | D | Common Stock | 35,259 | 20.14 | 710.1K | 188,554 | D | ↗ |
| 2025-02-23 | Kerr Jason S. | Officer | M-Exempt | D | Restricted Stock Unit | 5,256 | 0.00 | — | 10,514 | D | ↗ |
| 2025-02-23 | HARRIS JAMES E | Officer | M-Exempt | D | Restricted Stock Unit | 21,835 | 0.00 | — | 253,189 | D | ↗ |
| 2025-02-23 | Firestone Jeffrey D. | Officer | M-Exempt | A | Common Stock | 16,173 | 0.00 | — | 58,682 | D | ↗ |
| 2025-01-02 | Szlosek Thomas A | Director | M-Exempt | D | Restricted Stock Unit | 8,045 | 0.00 | — | 19,582 | D | ↗ |
| 2025-01-02 | Renna Stephen M. | Director | M-Exempt | D | Restricted Stock Unit | 8,045 | 0.00 | — | 0 | D | ↗ |
| 2025-01-02 | Nettles Michelle | Director | M-Exempt | D | Restricted Stock Unit | 8,045 | 0.00 | — | 7,745 | D | ↗ |
| 2025-01-02 | Kissel Mary E. | Director | M-Exempt | D | Restricted Stock Unit | 8,045 | 0.00 | — | 7,745 | D | ↗ |
| 2025-01-02 | Kingshott Adrian | Director | M-Exempt | D | Restricted Stock Unit | 8,045 | 0.00 | — | 0 | D | ↗ |
| 2025-01-02 | Cooper Troy A. | Director | M-Exempt | A | Common Stock | 4,119 | 0.00 | — | 267,099 | D | ↗ |
| 2025-01-02 | Breves Christine S | Director | M-Exempt | A | Common Stock | 8,045 | 0.00 | — | 26,530 | D | ↗ |
| 2025-01-02 | BRADLEY S JACOBS | Director | M-Exempt | D | Restricted Stock Unit | 8,045 | 0.00 | — | 7,745 | D | ↗ |
| 2024-12-31 | Wilkerson Andrew M. | Director / Officer | A-Award | A | Common Stock | 2,213 | 0.00 | — | 144,036 | D | ↗ |
| 2024-12-31 | BRADLEY S JACOBS | Director | M-Exempt | A | Common Stock | 1,174,495 | 0.00 | — | 1,598,436 | D | ↗ |
| 2024-12-05 | MFN Partners, LP | 10% Owner | J-Other | A | Warrant to Purchase Common Stock | 2,018,574 | 0.01 | 20.2K | 4,577,327 | D | ↗ |
| 2024-11-14 | Wilkerson Andrew M. | Director / Officer | M-Exempt | A | Common Stock | 1,566 | 0.00 | — | 142,512 | D | ↗ |
| 2024-11-12 | Nettles Michelle | Director | P-Purchase | A | Common Stock | 1,800 | 27.89 | 50.2K | 15,185 | D | ↗ |
| 2024-10-03 | Kerr Jason S. | Officer | F-InKind | D | Common Stock | 3,153 | 27.07 | 85.4K | 82,592 | D | ↗ |
| 2024-09-26 | HARRIS JAMES E | Officer | M-Exempt | D | Restricted Stock Unit | 32,064 | 0.00 | — | 275,024 | D | ↗ |
| 2024-09-23 | Cooper Troy A. | Director | A-Award | A | Restricted Stock Unit | 4,119 | 0.00 | — | 4,119 | D | ↗ |
| 2024-08-31 | Firestone Jeffrey D. | Officer | M-Exempt | A | Common Stock | 17,262 | 0.00 | — | 50,096 | — | ↗ |
| 2024-08-22 | Firestone Jeffrey D. | Officer | M-Exempt | D | Restricted Stock Unit | 12,858 | 0.00 | — | 179,333 | — | ↗ |
| 2024-08-12 | MFN Partners, LP | 10% Owner | P-Purchase | A | Common Stock | 10,266,810 | 20.21 | 207.49M | 27,577,666 | — | ↗ |
| 2024-06-10 | Cooper Troy A. | Director | — | D | Common Stock | 0 | 0.00 | — | 262,980 | — | ↗ |
| 2024-05-09 | MFN Partners, LP | 10% Owner | P-Purchase | A | Common Stock | 61 | 20.39 | 1.2K | 17,310,856 | — | ↗ |
| 2024-05-06 | MFN Partners, LP | 10% Owner | P-Purchase | A | Common Stock | 361 | 20.40 | 7.4K | 17,310,795 | — | ↗ |
| 2024-05-03 | MFN Partners, LP | 10% Owner | P-Purchase | A | Common Stock | 30,000 | 20.33 | 609.9K | 17,310,434 | — | ↗ |
| 2024-05-02 | Wilkerson Andrew M. | Director / Officer | M-Exempt | A | Common Stock | 46,466 | 0.00 | — | 161,368 | — | ↗ |
| 2024-05-02 | MFN Partners, LP | 10% Owner | P-Purchase | A | Common Stock | 105,065 | 20.07 | 2.11M | 17,280,434 | — | ↗ |
| 2024-04-25 | MFN Partners, LP | 10% Owner | P-Purchase | A | Common Stock | 100,000 | 19.79 | 1.98M | 17,175,369 | — | ↗ |
| 2024-04-24 | MFN Partners, LP | 10% Owner | P-Purchase | A | Common Stock | 100,000 | 19.44 | 1.94M | 17,075,369 | — | ↗ |
| 2024-04-23 | MFN Partners, LP | 10% Owner | P-Purchase | A | Common Stock | 88,551 | 19.86 | 1.76M | 16,975,369 | — | ↗ |
| 2024-04-22 | MFN Partners, LP | 10% Owner | P-Purchase | A | Common Stock | 11,449 | 19.48 | 223.0K | 16,886,818 | — | ↗ |
| 2024-04-19 | MFN Partners, LP | 10% Owner | P-Purchase | A | Common Stock | 200,000 | 19.46 | 3.89M | 16,875,369 | — | ↗ |
| 2024-04-18 | MFN Partners, LP | 10% Owner | P-Purchase | A | Common Stock | 870,000 | 19.52 | 16.98M | 16,675,369 | — | ↗ |
| 2024-04-17 | MFN Partners, LP | 10% Owner | P-Purchase | A | Common Stock | 175,690 | 19.53 | 3.43M | 15,805,369 | — | ↗ |
| 2024-04-16 | MFN Partners, LP | 10% Owner | P-Purchase | A | Common stock | 35,985 | 20.22 | 727.6K | 15,629,679 | — | ↗ |
| 2024-04-12 | MFN Partners, LP | 10% Owner | P-Purchase | A | Common stock | 5,139 | 20.39 | 104.8K | 15,593,694 | — | ↗ |
| 2024-03-22 | Wilkerson Andrew M. | Director / Officer | A-Award | A | Restricted Stock Unit | 158,305 | 0.00 | — | 650,536 | — | ↗ |
| 2024-03-22 | Kerr Jason S. | Officer | A-Award | A | Restricted Stock Unit | 6,089 | 0.00 | — | 16,602 | — | ↗ |
| 2024-03-22 | HARRIS JAMES E | Officer | A-Award | A | Restricted Stock Unit | 38,967 | 0.00 | — | 307,088 | — | ↗ |
| 2024-03-22 | Firestone Jeffrey D. | Officer | A-Award | A | Restricted Stock Unit | 35,314 | 0.00 | — | 192,191 | — | ↗ |
| 2024-03-10 | Wilkerson Andrew M. | Director / Officer | M-Exempt | D | Restricted Stock Unit | 2,106 | 0.00 | — | 492,231 | — | ↗ |
| 2024-02-23 | Wilkerson Andrew M. | Director / Officer | F-InKind | D | Common Stock | 35,905 | 21.46 | 770.5K | 113,722 | — | ↗ |
| 2024-02-23 | Kerr Jason S. | Officer | F-InKind | D | Common Stock | 1,814 | 21.46 | 38.9K | 85,745 | — | ↗ |
| 2024-02-23 | HARRIS JAMES E | Officer | M-Exempt | D | Restricted Stock Unit | 21,834 | 0.00 | — | 268,121 | — | ↗ |
| 2024-02-23 | Firestone Jeffrey D. | Officer | F-InKind | D | Common Stock | 7,352 | 21.46 | 157.8K | 25,628 | — | ↗ |
| 2024-02-09 | MFN Partners, LP | 10% Owner | P-Purchase | A | Common Stock | 913,186 | 20.29 | 18.53M | 15,588,555 | — | ↗ |
| 2024-02-08 | MFN Partners, LP | 10% Owner | P-Purchase | A | Common Stock | 919,720 | 21.04 | 19.35M | 14,675,369 | — | ↗ |
| 2024-02-02 | MFN Partners, LP | 10% Owner | P-Purchase | A | Common Stock | 747,424 | 20.25 | 15.14M | 13,755,649 | — | ↗ |
| 2024-01-03 | Renna Stephen M. | Director | M-Exempt | A | Common Stock | 11,537 | 0.00 | — | 15,085 | — | ↗ |
| 2024-01-03 | Nettles Michelle | Director | M-Exempt | D | Restricted Stock Unit | 11,537 | 0.00 | — | 8,045 | — | ↗ |
| 2024-01-03 | Kissel Mary E. | Director | M-Exempt | A | Common Stock | 11,537 | 0.00 | — | 19,347 | — | ↗ |
| 2024-01-03 | DeSalva AnnaMaria | Director | M-Exempt | A | Common Stock | 11,537 | 0.00 | — | 21,308 | — | ↗ |
| 2024-01-03 | Breves Christine S | Director | M-Exempt | D | Restricted Stock Unit | 11,537 | 0.00 | — | 8,045 | — | ↗ |
| 2024-01-03 | BRADLEY S JACOBS | Director | M-Exempt | A | Common Stock | 11,537 | 0.00 | — | 423,941 | — | ↗ |
| 2024-01-02 | Szlosek Thomas A | Director | A-Award | A | Restricted Stock Unit | 8,045 | 0.00 | — | 19,582 | — | ↗ |
| 2024-01-02 | Renna Stephen M. | Director | A-Award | A | Restricted Stock Unit | 8,045 | 0.00 | — | 19,582 | — | ↗ |
| 2024-01-02 | Nettles Michelle | Director | A-Award | A | Restricted Stock Unit | 8,045 | 0.00 | — | 19,582 | — | ↗ |
| 2024-01-02 | Kissel Mary E. | Director | A-Award | A | Restricted Stock Unit | 8,045 | 0.00 | — | 19,582 | — | ↗ |
| 2024-01-02 | Kingshott Adrian | Director | A-Award | A | Restricted Stock Unit | 8,045 | 0.00 | — | 134,305 | — | ↗ |
| 2024-01-02 | DeSalva AnnaMaria | Director | A-Award | A | Restricted Stock Unit | 8,045 | 0.00 | — | 52,076 | — | ↗ |
| 2024-01-02 | Breves Christine S | Director | A-Award | A | Restricted Stock Unit | 8,045 | 0.00 | — | 19,582 | — | ↗ |
| 2024-01-02 | BRADLEY S JACOBS | Director | A-Award | A | Restricted Stock Unit | 8,045 | 0.00 | — | 1,194,077 | — | ↗ |
| 2023-12-31 | BRADLEY S JACOBS | Director | M-Exempt | D | Restricted Stock Unit | 43,125 | 0.00 | — | 1,186,032 | — | ↗ |
| 2023-12-08 | Wilkerson Andrew M. | Director / Officer | M-Exempt | D | Restricted Stock Unit | 7,779 | 0.00 | — | 575,204 | — | ↗ |
| 2023-11-21 | MFN Partners, LP | 10% Owner | P-Purchase | A | Common Stock | 23,223 | 19.93 | 462.8K | 13,008,225 | — | ↗ |
| 2023-11-20 | MFN Partners, LP | 10% Owner | P-Purchase | A | Common Stock | 43,678 | 19.74 | 862.2K | 12,985,002 | — | ↗ |
| 2023-11-17 | MFN Partners, LP | 10% Owner | P-Purchase | A | Common Stock | 26,648 | 19.84 | 528.7K | 12,941,324 | — | ↗ |
| 2023-11-17 | Breves Christine S | Director | P-Purchase | A | Common Stock | 5,100 | 19.90 | 101.5K | 6,948 | — | ↗ |
| 2023-11-16 | MFN Partners, LP | 10% Owner | P-Purchase | A | Common Stock | 69,307 | 19.69 | 1.36M | 12,914,676 | — | ↗ |
| 2023-11-15 | MFN Partners, LP | 10% Owner | P-Purchase | A | Common Stock | 100,000 | 19.67 | 1.97M | 12,845,369 | — | ↗ |
| 2023-11-14 | Wilkerson Andrew M. | Director / Officer | M-Exempt | D | Restricted Stock Unit | 3,131 | 0.00 | — | 582,983 | — | ↗ |
| 2023-11-14 | MFN Partners, LP | 10% Owner | P-Purchase | A | Common Stock | 39,478 | 19.56 | 772.2K | 12,745,369 | — | ↗ |
| 2023-11-13 | MFN Partners, LP | 10% Owner | P-Purchase | A | Common Stock | 30,522 | 18.15 | 554.0K | 12,705,891 | — | ↗ |
| 2023-11-09 | Wilkerson Andrew M. | Director / Officer | P-Purchase | A | Common Stock | 8,570 | 17.63 | 151.1K | 62,673 | — | ↗ |
| 2023-11-09 | Renna Stephen M. | Director | P-Purchase | A | Common Stock | 1,700 | 17.59 | 29.9K | 3,548 | — | ↗ |
| 2023-10-03 | Kerr Jason S. | Officer | F-InKind | D | Common Stock | 4,814 | 18.82 | 90.6K | 82,302 | — | ↗ |
| 2023-09-26 | HARRIS JAMES E | Officer | M-Exempt | D | Restricted Stock Unit | 32,065 | 0.00 | — | 289,955 | — | ↗ |
| 2023-09-15 | Szlosek Thomas A | Director | P-Purchase | A | Common Stock | 11,186 | 17.92 | 200.5K | 13,034 | — | ↗ |
| 2023-08-31 | Firestone Jeffrey D. | Officer | M-Exempt | D | Restricted Stock Unit | 17,262 | 0.00 | — | 173,051 | — | ↗ |
| 2023-08-22 | Firestone Jeffrey D. | Officer | M-Exempt | D | Restricted Stock Unit | 12,858 | 0.00 | — | 190,313 | — | ↗ |
| 2023-06-30 | Wilkerson Andrew M. | Director / Officer | M-Exempt | A | Common Stock | 12,110 | 0.00 | — | 59,456 | — | ↗ |
| 2023-05-02 | Wilkerson Andrew M. | Director / Officer | M-Exempt | D | Restricted Stock Unit | 46,466 | 0.00 | — | 598,224 | — | ↗ |
| 2023-03-15 | Wilkerson Andrew M. | Director / Officer | M-Exempt | D | Restricted Stock Unit | 2,245 | 0.00 | — | 644,690 | — | ↗ |
| 2023-03-10 | Wilkerson Andrew M. | Director / Officer | M-Exempt | D | Restricted Stock Unit | 2,105 | 0.00 | — | 646,935 | — | ↗ |
| 2023-03-06 | BRADLEY S JACOBS | Director | A-Award | A | Restricted Stock Unit | 43,125 | 0.00 | — | 1,229,157 | — | ↗ |
| 2023-02-23 | Wilkerson Andrew M. | Director / Officer | F-InKind | D | Common Stock | 1,044 | 20.61 | 21.5K | 18,992 | — | ↗ |
| 2023-02-23 | Kerr Jason S. | Officer | A-Award | A | Restricted Stock Unit | 15,770 | 0.00 | — | 15,770 | — | ↗ |
| 2023-02-23 | HARRIS JAMES E | Officer | A-Award | A | Restricted Stock Unit | 65,503 | 0.00 | — | 322,020 | — | ↗ |
| 2023-02-23 | Firestone Jeffrey D. | Officer | A-Award | A | Restricted Stock Unit | 48,521 | 0.00 | — | 203,171 | — | ↗ |
| 2023-01-15 | Wilkerson Andrew M. | Officer | M-Exempt | D | Restricted Stock Unit | 1,330 | 0.00 | — | 406,439 | — | ↗ |
| 2023-01-03 | Szlosek Thomas A | Director | M-Exempt | D | Restricted Stock Unit | 1,848 | 0.00 | — | 0 | — | ↗ |
| 2023-01-03 | Renna Stephen M. | Director | M-Exempt | D | Restricted Stock Unit | 1,848 | 0.00 | — | 0 | — | ↗ |
| 2023-01-03 | Nettles Michelle | Director | M-Exempt | A | Common Stock | 1,848 | 0.00 | — | 1,848 | — | ↗ |
| 2023-01-03 | Kissel Mary E. | Director | M-Exempt | A | Common Stock | 6,890 | 0.00 | — | 7,810 | — | ↗ |
| 2023-01-03 | Kingshott Adrian | Director | A-Award | A | Restricted Stock Unit | 11,537 | 0.00 | — | 126,260 | — | ↗ |
| 2023-01-03 | DeSalva AnnaMaria | Director | M-Exempt | A | Common Stock | 6,890 | 0.00 | — | 9,771 | — | ↗ |
| 2023-01-03 | Breves Christine S | Director | M-Exempt | D | Restricted Stock Unit | 1,848 | 0.00 | — | 0 | — | ↗ |
| 2023-01-03 | BRADLEY S JACOBS | Director | M-Exempt | A | Common Stock | 1,848 | 0.00 | — | 389,264 | — | ↗ |
| 2022-12-08 | Wilkerson Andrew M. | Officer | M-Exempt | D | Common Stock | 7,780 | 0.00 | — | 407,769 | — | ↗ |
| 2022-11-15 | Szlosek Thomas A | Director | A-Award | A | Restricted Stock Unit | 1,848 | 0.00 | — | 1,848 | — | ↗ |
| 2022-11-15 | Renna Stephen M. | Director | A-Award | A | Restricted Stock Unit | 1,848 | 0.00 | — | 1,848 | — | ↗ |
| 2022-11-15 | Nettles Michelle | Director | A-Award | A | Restricted Stock Unit | 1,848 | 0.00 | — | 1,848 | — | ↗ |
| 2022-11-15 | Breves Christine S | Director | A-Award | A | Restricted Stock Unit | 1,848 | 0.00 | — | 1,848 | — | ↗ |
| 2022-11-15 | BRADLEY S JACOBS | Director | A-Award | A | Restricted Stock Unit | 1,848 | 0.00 | — | 1,176,343 | — | ↗ |
| 2022-11-01 | XPO Logistics, Inc. | Director | J-Other | D | Common Stock | 115,162,555 | 0.00 | — | 0 | — | ↗ |
| 2022-11-01 | Wilkerson Andrew M. | Officer | A-Award | A | Restricted Stock Unit | 371,727 | 0.00 | — | 415,549 | — | ↗ |
| 2022-11-01 | Renna Stephen M. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-11-01 | Nettles Michelle | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-11-01 | MFN Partners, LP | Director | — | D | Common Stock | 0 | 0.00 | — | 12,675,369 | — | ↗ |
| 2022-11-01 | Kissel Mary E. | — | — | — | — | — | — | — | 0 | — | ↗ |
| 2022-11-01 | Kingshott Adrian | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-11-01 | Kerr Jason S. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-11-01 | HARRIS JAMES E | Officer | A-Award | A | Restricted Stock Unit | 256,517 | 0.00 | — | 256,517 | — | ↗ |
| 2022-11-01 | Firestone Jeffrey D. | Officer | A-Award | A | Restricted Stock Unit | 102,864 | 0.00 | — | 154,650 | — | ↗ |
| 2022-11-01 | DeSalva AnnaMaria | — | — | — | — | — | — | — | 0 | — | ↗ |
| 2022-11-01 | Breves Christine S | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-11-01 | BRADLEY S JACOBS | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-10-26 | Szlosek Thomas A | — | — | — | — | — | — | — | 0 | — | ↗ |
| 2022-10-25 | XPO Logistics, Inc. | Director | A-Award | A | Common Stock | 1 | 0.00 | — | 115,162,555 | — | ↗ |
| 2022-10-17 | XPO Logistics, Inc. | Director | — | D | Common Stock | 0 | 0.00 | — | 100 | — | ↗ |
| 2022-10-17 | Wilkerson Andrew M. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-10-17 | Tulsyan Ravi | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-10-17 | Signorello Christopher J. | — | — | — | — | — | — | — | 0 | — | ↗ |
| 2022-10-17 | HARRIS JAMES E | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-10-17 | Firestone Jeffrey D. | — | — | — | — | — | — | — | 0 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2024 | Drew Wilkerson Chief Executive Officer | 659.5K | — | — | — | 497.3K | 23.4K | 7.69M | 0.00% | ↗ |
| 2 | 2024 | Jeff Firestone Chief Legal Officer | 532.7K | — | — | — | 714.9K | 18.0K | 2.72M | 0.00% | ↗ |
| 3 | 2024 | Jamie Harris Chief Financial Officer | 608.8K | — | — | — | 306.0K | 19.1K | 2.54M | 0.00% | ↗ |
| 4 | 2023 | Drew Wilkerson Chief Executive Officer | 650.0K | — | — | — | — | 15.2K | 5.67M | 0.00% | ↗ |
| 5 | 2023 | Jamie Harris Chief Financial Officer | 600.0K | — | — | — | — | 2.5K | 1.95M | 0.00% | ↗ |
| 6 | 2023 | Jeff Firestone Chief Legal Officer | 525.0K | — | — | — | — | 1.3K | 1.53M | 0.00% | ↗ |
| 7 | 2022 | Drew Wilkerson Chief Executive Officer | 467.4K | 19.5K | — | — | 1.27M | 12.7K | 11.04M | 0.00% | ↗ |
| 8 | 2022 | Jamie Harris Chief Financial Officer | 150.0K | 218.0K | — | — | 825.0K | 379.00 | 5.19M | 0.00% | ↗ |
| 9 | 2022 | Jeff Firestone Chief Legal Officer | 181.7K | 715.8K | — | — | 721.9K | 442.00 | 4.62M | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Drew Wilkerson | Chairman & Chief Executive Officer | 1M | male |
| James E. Harris | Chief Financial Officer | 935.5K | male |
| Jeff Firestone | Chief Legal Officer | 820.8K | male |
| Jason S. Kerr | Chief Accounting Officer | — | male |
| Louis J. Amo | President of Truck Brokerage | — | male |
| Lyndon Cron | Senior Vice President of Sales | — | male |
| Alyssa Myers | Chief Technology Officer | — | female |
| Nina Reinhardt | Chief Communications Officer | — | female |
| Demetri Venetis | President of Freight Forwarding | — | male |
| Jared Ian Weisfeld | Chief Strategy Officer | — | male |
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These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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