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RXO

RXO, Inc.

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4166
SEC CIK
0001929561
Parsed reports
167

Last 12 months

Inside the activity.

7 purchase rows · 1 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202561
Dec 202500
Jan 202600
Feb 202610
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
February 23, 2026 Filed Feb 25, 2026 22:00 UTC
Firestone Jeffrey D.Chief Legal Officer
Exercise / conversionCommon Stock 16,174 $0.00 $0.00
Disclosure

SEC source: 0000950142-26-000515 · es260743715_4-firestone.xml · nonDerivative · entry 1

Firestone Jeffrey D. · CIK 0001948777 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 98,393

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 12, 2026 Filed Feb 17, 2026 16:21 UTC
NANJI FARHAD10% owner
PurchaseCommon Stock 532,276 $12.00 $6,387,312.00
Disclosure

SEC source: 0001193125-26-054736 · ownership.xml · nonDerivative · entry 1

MFN Partners, LP · CIK 0001732960 · 10% owner

MFN Partners GP, LLC · CIK 0001814126 · 10% owner

MFN Partners Management, LP · CIK 0001732811 · 10% owner

MFN Partners Management, LLC · CIK 0001814127 · 10% owner

DeMichele Michael · CIK 0001814117 · 10% owner

NANJI FARHAD · CIK 0001575023 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,109,942

F1 · ownership.direct: MFN Partners, LP (the "Partnership") is the holder of the securities reported herein. MFN Partners GP, LLC ("MFN GP") is the general partner of the Partnership. MFN Partners Management, LP ("MFN Management") is the investment adviser to the Partnership. MFN Partners Management, LLC ("MFN LLC") is the general partner of MFN Management. Farhad Nanji and Michael F. DeMichele are managing members of MFN GP and MFN LLC. Each Reporting Person disclaims beneficial ownership of such securities, except to the extent of such Reporting Person's pecuniary interest, if any, therein.

Read SEC document
January 02, 2026 Filed Jan 6, 2026 17:11 UTC GrantRestricted Stock Unit · Derivative 14,517 $0.00 $0.00
Disclosure

SEC source: 0000950142-26-000071 · es260721604_4-renna.xml · derivative · entry 3

Renna Stephen M. · CIK 0001949709 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,517

Underlying: Common Stock · 14,517 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F3 · derivative.exercise_date: The RSUs shall vest in full on January 2, 2027, subject to the Reporting Person's continued service as a director of the Issuer, and are subject to a deferral election. Shares of Common Stock will be delivered to the Reporting Person as per the terms of the deferral election.

F3 · derivative.expiration_date: The RSUs shall vest in full on January 2, 2027, subject to the Reporting Person's continued service as a director of the Issuer, and are subject to a deferral election. Shares of Common Stock will be delivered to the Reporting Person as per the terms of the deferral election.

Read SEC document
January 02, 2026 Filed Jan 6, 2026 17:11 UTC Exercise / conversionRestricted Stock Unit · Derivative 7,745 $0.00 $0.00
Disclosure

SEC source: 0000950142-26-000071 · es260721604_4-renna.xml · derivative · entry 2

Renna Stephen M. · CIK 0001949709 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,745 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F2 · derivative.exercise_date: The RSUs vested in full on January 2, 2026.

F2 · derivative.expiration_date: The RSUs vested in full on January 2, 2026.

Read SEC document
January 02, 2026 Filed Jan 6, 2026 17:11 UTC Exercise / conversionCommon Stock 7,745 $0.00 $0.00
Disclosure

SEC source: 0000950142-26-000071 · es260721604_4-renna.xml · nonDerivative · entry 1

Renna Stephen M. · CIK 0001949709 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,875

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
January 02, 2026 Filed Jan 6, 2026 22:09 UTC Exercise / conversionRestricted Stock Unit · Derivative 7,745 $0.00 $0.00
Disclosure

SEC source: 0000950142-26-000069 · es260721602_4-kissel.xml · derivative · entry 3

Kissel Mary E. · CIK 0001876041 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,517

Underlying: Common Stock · 7,745 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each RSU represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F3 · derivative.exercise_date: The RSUs vested on January 2, 2026.

F3 · derivative.expiration_date: The RSUs vested on January 2, 2026.

Read SEC document
January 02, 2026 Filed Jan 6, 2026 22:09 UTC GrantRestricted Stock Unit · Derivative 14,517 $0.00 $0.00
Disclosure

SEC source: 0000950142-26-000069 · es260721602_4-kissel.xml · derivative · entry 2

Kissel Mary E. · CIK 0001876041 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,262

Underlying: Common Stock · 14,517 shares

Expires not disclosed

F1 · derivative.exercise_price: Each RSU represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F2 · derivative.exercise_date: The RSUs shall vest in full on January 2, 2027, subject to the Reporting Person's continued service as a director of the Issuer.

F2 · derivative.expiration_date: The RSUs shall vest in full on January 2, 2027, subject to the Reporting Person's continued service as a director of the Issuer.

Read SEC document
January 02, 2026 Filed Jan 6, 2026 22:09 UTC Exercise / conversionCommon Stock 7,745 $0.00 $0.00
Disclosure

SEC source: 0000950142-26-000069 · es260721602_4-kissel.xml · nonDerivative · entry 1

Kissel Mary E. · CIK 0001876041 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,137

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
January 02, 2026 Filed Jan 6, 2026 17:10 UTC GrantRestricted Stock Unit · Derivative 14,517 $0.00 $0.00
Disclosure

SEC source: 0000950142-26-000070 · es260721603_4-nettles.xml · derivative · entry 1

Nettles Michelle · CIK 0001685150 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,262

Underlying: Common Stock · 14,517 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F2 · derivative.exercise_date: The RSUs shall vest in full on January 2, 2027, subject to the Reporting Person's continued service as a director of the Issuer, and are subject to a deferral election. Shares of Common Stock will be delivered to the Reporting Person as per the terms of the deferral election.

F2 · derivative.expiration_date: The RSUs shall vest in full on January 2, 2027, subject to the Reporting Person's continued service as a director of the Issuer, and are subject to a deferral election. Shares of Common Stock will be delivered to the Reporting Person as per the terms of the deferral election.

F3 · balance_after: Includes RSUs with respect to 7,745 underlying shares of Common Stock that vested in full on January 2, 2026, but became subject to a deferral election. Shares of Common Stock will be delivered to the Reporting Person as per the terms of the deferral election.

Read SEC document
January 02, 2026 Filed Jan 6, 2026 22:11 UTC GrantRestricted Stock Unit · Derivative 14,517 $0.00 $0.00
Disclosure

SEC source: 0000950142-26-000072 · es260721605_4-szlosek.xml · derivative · entry 1

Szlosek Thomas A · CIK 0001293167 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,844

Underlying: Common Stock · 14,517 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F2 · derivative.exercise_date: The RSUs shall vest in full on January 2, 2027, subject to the Reporting Person's continued service as a director of the Issuer, and are subject to a deferral election. Shares of Common Stock will be delivered to the Reporting Person as per the terms of the deferral election.

F2 · derivative.expiration_date: The RSUs shall vest in full on January 2, 2027, subject to the Reporting Person's continued service as a director of the Issuer, and are subject to a deferral election. Shares of Common Stock will be delivered to the Reporting Person as per the terms of the deferral election.

F3 · balance_after: Includes RSUs with respect to 7,745 underlying shares of Common Stock that vested in full on January 2, 2026, but became subject to a deferral election. Shares of Common Stock will be delivered to the Reporting Person as per the terms of the deferral election.

Read SEC document
January 02, 2026 Filed Jan 6, 2026 17:09 UTC GrantRestricted Stock Unit · Derivative 14,517 $0.00 $0.00
Disclosure

SEC source: 0000950142-26-000068 · es260721601_4-kingshott.xml · derivative · entry 1

Kingshott Adrian · CIK 0001328736 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 148,522

Underlying: Common Stock · 14,517 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F2 · derivative.exercise_date: The RSUs shall vest in full on January 2, 2027, subject to the Reporting Person's continued service as a director of the Issuer, and are subject to a deferral election. Shares of Common Stock will be delivered to the Reporting Person as per the terms of the deferral election.

F2 · derivative.expiration_date: The RSUs shall vest in full on January 2, 2027, subject to the Reporting Person's continued service as a director of the Issuer, and are subject to a deferral election. Shares of Common Stock will be delivered to the Reporting Person as per the terms of the deferral election.

F3 · balance_after: Includes RSUs with respect to 7,745 underlying shares of Common Stock that vested in full on January 2, 2026, but became subject to a deferral election. Shares of Common Stock will be delivered to the Reporting Person as per the terms of the deferral election.

Read SEC document
January 02, 2026 Filed Jan 6, 2026 17:08 UTC Exercise / conversionRestricted Stock Unit · Derivative 7,745 $0.00 $0.00
Disclosure

SEC source: 0000950142-26-000067 · es260721600_4-cooper.xml · derivative · entry 3

Cooper Troy A. · CIK 0001601131 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,517

Underlying: Common Stock · 7,745 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each RSU represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F3 · derivative.exercise_date: The RSUs vested on January 2, 2026.

F3 · derivative.expiration_date: The RSUs vested on January 2, 2026.

Read SEC document
January 02, 2026 Filed Jan 6, 2026 17:08 UTC GrantRestricted Stock Unit · Derivative 14,517 $0.00 $0.00
Disclosure

SEC source: 0000950142-26-000067 · es260721600_4-cooper.xml · derivative · entry 2

Cooper Troy A. · CIK 0001601131 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,262

Underlying: Common Stock · 14,517 shares

Expires not disclosed

F1 · derivative.exercise_price: Each RSU represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F2 · derivative.exercise_date: The RSUs shall vest in full on January 2, 2027, subject to the Reporting Person's continued service as a director of the Issuer.

F2 · derivative.expiration_date: The RSUs shall vest in full on January 2, 2027, subject to the Reporting Person's continued service as a director of the Issuer.

Read SEC document
January 02, 2026 Filed Jan 6, 2026 17:08 UTC Exercise / conversionCommon Stock 7,745 $0.00 $0.00
Disclosure

SEC source: 0000950142-26-000067 · es260721600_4-cooper.xml · nonDerivative · entry 1

Cooper Troy A. · CIK 0001601131 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 283,161

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
January 02, 2026 Filed Jan 6, 2026 22:07 UTC Exercise / conversionRestricted Stock Unit · Derivative 7,745 $0.00 $0.00
Disclosure

SEC source: 0000950142-26-000066 · es260721599_4-breves.xml · derivative · entry 3

Breves Christine S · CIK 0001704754 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,517

Underlying: Common Stock · 7,745 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each RSU represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F3 · derivative.exercise_date: The RSUs vested on January 2, 2026.

F3 · derivative.expiration_date: The RSUs vested on January 2, 2026.

Read SEC document
January 02, 2026 Filed Jan 6, 2026 22:07 UTC GrantRestricted Stock Unit · Derivative 14,517 $0.00 $0.00
Disclosure

SEC source: 0000950142-26-000066 · es260721599_4-breves.xml · derivative · entry 2

Breves Christine S · CIK 0001704754 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,262

Underlying: Common Stock · 14,517 shares

Expires not disclosed

F1 · derivative.exercise_price: Each RSU represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F2 · derivative.exercise_date: The RSUs shall vest in full on January 2, 2027, subject to the Reporting Person's continued service as a director of the Issuer.

F2 · derivative.expiration_date: The RSUs shall vest in full on January 2, 2027, subject to the Reporting Person's continued service as a director of the Issuer.

Read SEC document
January 02, 2026 Filed Jan 6, 2026 22:07 UTC Exercise / conversionCommon Stock 7,745 $0.00 $0.00
Disclosure

SEC source: 0000950142-26-000066 · es260721599_4-breves.xml · nonDerivative · entry 1

Breves Christine S · CIK 0001704754 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,275

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
November 20, 2025 Filed Nov 24, 2025 08:00 UTC PurchaseCommon Stock 8,317 $10.61 $88,243.37
Disclosure

SEC source: 0000950142-25-003056 · es250708700_4-cooper.xml · nonDerivative · entry 1

Cooper Troy A. · CIK 0001601131 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 275,416

F1 · price: The purchase price ranged from $10.45 to $10.75, with a weighted average purchase price of $10.61. Upon request, the Reporting Person hereby undertakes to provide to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected.

Read SEC document
November 17, 2025 Filed Nov 19, 2025 16:15 UTC Amendment PurchaseCommon Stock 9,350 $10.75 $100,512.50
Disclosure

SEC source: 0000950142-25-003027 · es250707636_4a1-kingshott.xml · nonDerivative · entry 1

Kingshott Adrian · CIK 0001328736 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,137

F1 · price: The purchase price ranged from $10.74 to $10.76, with a weighted average purchase price of $10.75. Upon request, the Reporting Person hereby undertakes to provide to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected.

Read SEC document
November 17, 2025 Filed Nov 19, 2025 08:00 UTC PurchaseCommon Stock 9,350 $10.75 $100,512.50
Disclosure

SEC source: 0000950142-25-003022 · es250706745_4-kingshott.xml · nonDerivative · entry 1

Kingshott Adrian · CIK 0001328736 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,137

F1 · price: The purchase price ranged from $10.74 to $10.76, with a weighted average purchase price of $10.75. Upon request, the Reporting Person hereby undertakes to provide to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected.

Read SEC document
November 14, 2025 Filed Nov 17, 2025 21:16 UTC
Wilkerson Andrew M.Director · Chief Executive Officer
Exercise / conversionRestricted Stock Unit · Derivative 1,565 $0.00 $0.00
Disclosure

SEC source: 0000950142-25-003007 · es250706068_4-wilkerson.xml · derivative · entry 5

Wilkerson Andrew M. · CIK 0001949694 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 605,967

Underlying: Common Stock · 1,565 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each RSU represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F4 · derivative.exercise_date: The RSUs vested at 50% on the second anniversary of the grant date and the remaining award vested in two equal installments on the third and fourth anniversaries of the grant date.

F4 · derivative.expiration_date: The RSUs vested at 50% on the second anniversary of the grant date and the remaining award vested in two equal installments on the third and fourth anniversaries of the grant date.

F5 · balance_after: Includes 74,932 RSUs previously reported separately in Table II in the Reporting Person's Form 4 filed on March 4, 2025.

Read SEC document
November 14, 2025 Filed Nov 17, 2025 21:16 UTC
Wilkerson Andrew M.Director · Chief Executive Officer
Tax withholdingCommon Stock 684 $10.86 $7,428.24
Disclosure

SEC source: 0000950142-25-003007 · es250706068_4-wilkerson.xml · nonDerivative · entry 2

Wilkerson Andrew M. · CIK 0001949694 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,731

F1 · kind: No shares were sold by the Reporting Person. These shares were withheld by the Issuer to fund tax liability attributable to the vesting and settlement of the Restricted Stock Units ("RSUs") reported on this Form 4. These RSUs vested and were settled as originally scheduled, and there were no related discretionary transactions or open market sales.

Read SEC document
November 14, 2025 Filed Nov 17, 2025 21:16 UTC
Wilkerson Andrew M.Director · Chief Executive Officer
Exercise / conversionCommon Stock 1,565 $0.00 $0.00
Disclosure

SEC source: 0000950142-25-003007 · es250706068_4-wilkerson.xml · nonDerivative · entry 1

Wilkerson Andrew M. · CIK 0001949694 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,415

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
November 10, 2025 Filed Nov 10, 2025 23:49 UTC
Wilkerson Andrew M.Director · Chief Executive Officer
PurchaseCommon Stock 3,850 $12.80 $49,280.00
Disclosure

SEC source: 0000950142-25-002935 · es250703461_4-wilkerson.xml · nonDerivative · entry 2

Wilkerson Andrew M. · CIK 0001949694 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,850

Read SEC document
November 10, 2025 Filed Nov 10, 2025 23:49 UTC
Wilkerson Andrew M.Director · Chief Executive Officer
PurchaseCommon Stock 7,775 $12.88 $100,142.00
Disclosure

SEC source: 0000950142-25-002935 · es250703461_4-wilkerson.xml · nonDerivative · entry 1

Wilkerson Andrew M. · CIK 0001949694 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 7,775

F1 · price: The purchase price ranged from $12.80 to $12.89, with a weighted average purchase price of $12.88. Upon request, the Reporting Person hereby undertakes to provide to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected.

Read SEC document
November 10, 2025 Filed Nov 12, 2025 16:30 UTC
Kerr Jason S.Chief Accounting Officer
SaleCommon Stock 33,343 $11.57 $385,778.51
Disclosure

SEC source: 0000950142-25-002949 · es250704439_4-kerr.xml · nonDerivative · entry 1

Kerr Jason S. · CIK 0001645863 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,558

F1 · price: The sale price ranged from $11.51 to $11.68, with a weighted average sale price of $11.57. Upon request, the Reporting Person hereby undertakes to provide to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected.

Read SEC document
November 07, 2025 Filed Nov 12, 2025 13:00 UTC GiftCommon Stock 13,034 $0.00 $0.00
Disclosure

SEC source: 0000950142-25-002939 · es250703459_4-szlosek.xml · nonDerivative · entry 3

Szlosek Thomas A · CIK 0001293167 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · ownership.direct: On November 7, 2025, the Reporting Person transferred an aggregate of 49,542 shares of the Issuer's common stock to a grantor retained annuity trust (the "GRAT") for no consideration. The Reporting Person is trustee and the sole beneficiary of the GRAT.

Read SEC document
November 07, 2025 Filed Nov 12, 2025 13:00 UTC GiftCommon Stock 36,508 $0.00 $0.00
Disclosure

SEC source: 0000950142-25-002939 · es250703459_4-szlosek.xml · nonDerivative · entry 2

Szlosek Thomas A · CIK 0001293167 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 0

F1 · ownership.direct: On November 7, 2025, the Reporting Person transferred an aggregate of 49,542 shares of the Issuer's common stock to a grantor retained annuity trust (the "GRAT") for no consideration. The Reporting Person is trustee and the sole beneficiary of the GRAT.

Read SEC document
November 07, 2025 Filed Nov 12, 2025 13:00 UTC PurchaseCommon Stock 20,308 $12.37 $251,209.96
Disclosure

SEC source: 0000950142-25-002939 · es250703459_4-szlosek.xml · nonDerivative · entry 1

Szlosek Thomas A · CIK 0001293167 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 36,508

Read SEC document
October 15, 2025 Filed Oct 17, 2025 20:04 UTC
Wilkerson Andrew M.Director · Chief Executive Officer
GiftCommon Stock 0 $0.00 $0.00
Disclosure

SEC source: 0001949694-25-000004 · wk-form4_1760731488.xml · nonDerivative · entry 1

Wilkerson Andrew M. · CIK 0001949694 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote.

Disclosed balance after: 271,767

F1 · kind: On October 15, 2025, for estate planning purposes, the Reporting Person transferred indirect interests in a limited liability company that is controlled by the Reporting Person to family trusts for which the Reporting Person serves as investment advisor.

F2 · ownership.direct: Reflects the prior transfer of the shares by the Reporting Person to a limited liability company that is controlled by the Reporting Person in accordance with the exemption under Rule 16a-13.

F3 · ownership.nature: The shares are held by a limited liability company that is controlled by the Reporting Person.

Read SEC document
October 03, 2025 Filed Oct 7, 2025 17:24 UTC
Kerr Jason S.Chief Accounting Officer
Tax withholdingCommon Stock 9,518 $16.64 $158,379.52
Disclosure

SEC source: 0001645863-25-000004 · wk-form4_1759872271.xml · nonDerivative · entry 1

Kerr Jason S. · CIK 0001645863 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,901

F1 · shares: No shares were sold by the Reporting Person. These shares were withheld by the Issuer to fund tax liability attributable to the release of certain restricted shares from lock-up restrictions and clawback conditions.

Read SEC document
September 26, 2025 Filed Sep 30, 2025 16:16 UTC
HARRIS JAMES EChief Financial Officer
Exercise / conversionRestricted Stock Unit · Derivative 64,130 $0.00 $0.00
Disclosure

SEC source: 0001192813-25-000004 · wk-form4_1759263415.xml · derivative · entry 3

HARRIS JAMES E · CIK 0001192813 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 233,598

Underlying: Common Stock · 64,130 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each RSU represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F3 · derivative.exercise_date: The RSUs vest in installments on the first five anniversaries of the grant date, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date.

F3 · derivative.expiration_date: The RSUs vest in installments on the first five anniversaries of the grant date, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date.

F4 · balance_after: Includes 18,446 RSUs previously reported separately in Table II in the Reporting Person's Form 4 filed on March 4, 2025.

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September 26, 2025 Filed Sep 30, 2025 16:16 UTC
HARRIS JAMES EChief Financial Officer
Tax withholdingCommon Stock 28,025 $14.94 $418,693.50
Disclosure

SEC source: 0001192813-25-000004 · wk-form4_1759263415.xml · nonDerivative · entry 2

HARRIS JAMES E · CIK 0001192813 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,391

F1 · kind: No shares were sold by the Reporting Person. These shares were withheld by the Issuer to fund tax liability attributable to the vesting and settlement of the Restricted Stock Units ("RSUs") reported on this Form 4. These RSUs vested and were settled as originally scheduled, and there were no related discretionary transactions or open market sales.

F1 · acquired: No shares were sold by the Reporting Person. These shares were withheld by the Issuer to fund tax liability attributable to the vesting and settlement of the Restricted Stock Units ("RSUs") reported on this Form 4. These RSUs vested and were settled as originally scheduled, and there were no related discretionary transactions or open market sales.

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September 26, 2025 Filed Sep 30, 2025 16:16 UTC
HARRIS JAMES EChief Financial Officer
Exercise / conversionCommon Stock 64,130 $0.00 $0.00
Disclosure

SEC source: 0001192813-25-000004 · wk-form4_1759263415.xml · nonDerivative · entry 1

HARRIS JAMES E · CIK 0001192813 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 131,416

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 31, 2025 Filed Sep 3, 2025 20:11 UTC
Firestone Jeffrey D.Chief Legal Officer
Exercise / conversionRestricted Stock Unit · Derivative 17,262 $0.00 $0.00
Disclosure

SEC source: 0001948777-25-000006 · wk-form4_1756930295.xml · derivative · entry 3

Firestone Jeffrey D. · CIK 0001948777 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 118,017

Underlying: Common Stock · 17,262 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each RSU represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F3 · derivative.exercise_date: The RSUs vest in three equal annual installments on the first, second and third anniversaries of the grant date, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date.

F3 · derivative.expiration_date: The RSUs vest in three equal annual installments on the first, second and third anniversaries of the grant date, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date.

Read SEC document
August 31, 2025 Filed Sep 3, 2025 20:11 UTC
Firestone Jeffrey D.Chief Legal Officer
Tax withholdingCommon Stock 7,544 $16.33 $123,193.52
Disclosure

SEC source: 0001948777-25-000006 · wk-form4_1756930295.xml · nonDerivative · entry 2

Firestone Jeffrey D. · CIK 0001948777 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82,219

F1 · kind: No shares were sold by the Reporting Person. These shares were withheld by the Issuer to fund tax liability attributable to the vesting and settlement of the Restricted Stock Units ("RSUs") reported on this Form 4. These RSUs vested and were settled as originally scheduled, and there were no related discretionary transactions or open market sales.

F1 · acquired: No shares were sold by the Reporting Person. These shares were withheld by the Issuer to fund tax liability attributable to the vesting and settlement of the Restricted Stock Units ("RSUs") reported on this Form 4. These RSUs vested and were settled as originally scheduled, and there were no related discretionary transactions or open market sales.

Read SEC document
August 31, 2025 Filed Sep 3, 2025 20:11 UTC
Firestone Jeffrey D.Chief Legal Officer
Exercise / conversionCommon Stock 17,262 $0.00 $0.00
Disclosure

SEC source: 0001948777-25-000006 · wk-form4_1756930295.xml · nonDerivative · entry 1

Firestone Jeffrey D. · CIK 0001948777 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,763

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 22, 2025 Filed Aug 25, 2025 20:03 UTC
Firestone Jeffrey D.Chief Legal Officer
Exercise / conversionRestricted Stock Unit · Derivative 25,716 $0.00 $0.00
Disclosure

SEC source: 0001948777-25-000004 · wk-form4_1756152186.xml · derivative · entry 3

Firestone Jeffrey D. · CIK 0001948777 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 135,279

Underlying: Common Stock · 25,716 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each RSU represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F3 · derivative.exercise_date: The RSUs vest on the first five anniversaries of the grant date, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date.

F3 · derivative.expiration_date: The RSUs vest on the first five anniversaries of the grant date, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date.

Read SEC document
August 22, 2025 Filed Aug 25, 2025 20:03 UTC
Firestone Jeffrey D.Chief Legal Officer
Tax withholdingCommon Stock 11,238 $16.97 $190,708.86
Disclosure

SEC source: 0001948777-25-000004 · wk-form4_1756152186.xml · nonDerivative · entry 2

Firestone Jeffrey D. · CIK 0001948777 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,501

F1 · kind: No shares were sold by the Reporting Person. These shares were withheld by the Issuer to fund tax liability attributable to the vesting and settlement of the Restricted Stock Units ("RSUs") reported on this Form 4. These RSUs vested and were settled as originally scheduled, and there were no related discretionary transactions or open market sales.

F1 · acquired: No shares were sold by the Reporting Person. These shares were withheld by the Issuer to fund tax liability attributable to the vesting and settlement of the Restricted Stock Units ("RSUs") reported on this Form 4. These RSUs vested and were settled as originally scheduled, and there were no related discretionary transactions or open market sales.

Read SEC document
August 22, 2025 Filed Aug 25, 2025 20:03 UTC
Firestone Jeffrey D.Chief Legal Officer
Exercise / conversionCommon Stock 25,716 $0.00 $0.00
Disclosure

SEC source: 0001948777-25-000004 · wk-form4_1756152186.xml · nonDerivative · entry 1

Firestone Jeffrey D. · CIK 0001948777 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,739

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 14, 2025 Filed May 16, 2025 19:30 UTC PurchaseCommon Stock 7,500 $16.65 $124,875.00
Disclosure

SEC source: 0001929561-25-000088 · wk-form4_1747423810.xml · nonDerivative · entry 1

Szlosek Thomas A · CIK 0001293167 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 16,200

F1 · price: The purchase price ranged from $16.63 to $16.67, with a weighted average purchase price of $16.65. Upon request, the reporting person hereby undertakes to provide to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected.

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May 09, 2025 Filed May 13, 2025 20:12 UTC PurchaseCommon Stock 8,700 $14.41 $125,353.95
Disclosure

SEC source: 0001929561-25-000084 · wk-form4_1747167145.xml · nonDerivative · entry 1

Szlosek Thomas A · CIK 0001293167 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 8,700

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $14.34 to $14.46, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

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May 02, 2025 Filed May 5, 2025 22:15 UTC
Wilkerson Andrew M.Director · Chief Executive Officer
Exercise / conversionRestricted Stock Unit · Derivative 92,932 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000074 · wk-form4_1746483324.xml · derivative · entry 3

Wilkerson Andrew M. · CIK 0001949694 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 532,600

Underlying: Common Stock · 92,932 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each RSU represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F3 · derivative.exercise_date: The RSU's vest in installments on the first five anniversaries of the grant date, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date.

F3 · derivative.expiration_date: The RSU's vest in installments on the first five anniversaries of the grant date, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date.

Read SEC document
May 02, 2025 Filed May 5, 2025 22:15 UTC
Wilkerson Andrew M.Director · Chief Executive Officer
Tax withholdingCommon Stock 40,612 $14.76 $599,433.12
Disclosure

SEC source: 0001929561-25-000074 · wk-form4_1746483324.xml · nonDerivative · entry 2

Wilkerson Andrew M. · CIK 0001949694 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 271,767

F1 · kind: No shares were sold by the Reporting Person. These shares were withheld by the Issuer to fund tax liability attributable to the vesting and settlement of the Restricted Stock Units ("RSUs") reported on this Form 4. These RSUs vested and were settled as originally scheduled, and there were no related discretionary transactions or open market sales.

Read SEC document
May 02, 2025 Filed May 5, 2025 22:15 UTC
Wilkerson Andrew M.Director · Chief Executive Officer
Exercise / conversionCommon Stock 92,932 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000074 · wk-form4_1746483324.xml · nonDerivative · entry 1

Wilkerson Andrew M. · CIK 0001949694 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 312,379

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 22, 2025 Filed Mar 25, 2025 21:52 UTC
Wilkerson Andrew M.Director · Chief Executive Officer
Exercise / conversionRestricted Stock Unit · Derivative 52,769 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000067 · wk-form4_1742939532.xml · derivative · entry 3

Wilkerson Andrew M. · CIK 0001949694 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 625,532

Underlying: Common Stock · 52,769 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each RSU represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F3 · derivative.exercise_date: The RSUs vest in three equal annual installments on the first, second and third anniversaries of the grant date, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date.

F3 · derivative.expiration_date: The RSUs vest in three equal annual installments on the first, second and third anniversaries of the grant date, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date.

Read SEC document
March 22, 2025 Filed Mar 25, 2025 21:52 UTC
Wilkerson Andrew M.Director · Chief Executive Officer
Tax withholdingCommon Stock 23,061 $18.59 $428,703.99
Disclosure

SEC source: 0001929561-25-000067 · wk-form4_1742939532.xml · nonDerivative · entry 2

Wilkerson Andrew M. · CIK 0001949694 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 219,447

F1 · kind: No shares were sold by the Reporting Person. These shares were withheld by the Issuer to fund tax liability attributable to the vesting and settlement of the Restricted Stock Units ("RSUs") reported on this Form 4. These RSUs vested and were settled as originally scheduled, and there were no related discretionary transactions or open market sales.

F1 · acquired: No shares were sold by the Reporting Person. These shares were withheld by the Issuer to fund tax liability attributable to the vesting and settlement of the Restricted Stock Units ("RSUs") reported on this Form 4. These RSUs vested and were settled as originally scheduled, and there were no related discretionary transactions or open market sales.

Read SEC document
March 22, 2025 Filed Mar 25, 2025 21:52 UTC
Wilkerson Andrew M.Director · Chief Executive Officer
Exercise / conversionCommon Stock 52,769 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000067 · wk-form4_1742939532.xml · nonDerivative · entry 1

Wilkerson Andrew M. · CIK 0001949694 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 242,508

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 22, 2025 Filed Mar 25, 2025 17:53 UTC
HARRIS JAMES EChief Financial Officer
Exercise / conversionRestricted Stock Unit · Derivative 12,989 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000068 · wk-form4_1742939595.xml · derivative · entry 3

HARRIS JAMES E · CIK 0001192813 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 279,282

Underlying: Common Stock · 12,989 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each RSU represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F3 · derivative.exercise_date: The RSUs vest in three equal annual installments on the first, second and third anniversaries of the grant date, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date.

F3 · derivative.expiration_date: The RSUs vest in three equal annual installments on the first, second and third anniversaries of the grant date, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date.

Read SEC document
March 22, 2025 Filed Mar 25, 2025 17:53 UTC
HARRIS JAMES EChief Financial Officer
Tax withholdingCommon Stock 5,677 $18.59 $105,535.43
Disclosure

SEC source: 0001929561-25-000068 · wk-form4_1742939595.xml · nonDerivative · entry 2

HARRIS JAMES E · CIK 0001192813 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,286

F1 · kind: No shares were sold by the Reporting Person. These shares were withheld by the Issuer to fund tax liability attributable to the vesting and settlement of the Restricted Stock Units ("RSUs") reported on this Form 4. These RSUs vested and were settled as originally scheduled, and there were no related discretionary transactions or open market sales.

F1 · acquired: No shares were sold by the Reporting Person. These shares were withheld by the Issuer to fund tax liability attributable to the vesting and settlement of the Restricted Stock Units ("RSUs") reported on this Form 4. These RSUs vested and were settled as originally scheduled, and there were no related discretionary transactions or open market sales.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.