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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

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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
March 22, 2025 Filed Mar 25, 2025 17:53 UTC
HARRIS JAMES EChief Financial Officer
Exercise / conversionCommon Stock 12,989 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000068 · wk-form4_1742939595.xml · nonDerivative · entry 1

HARRIS JAMES E · CIK 0001192813 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,963

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 17:54 UTC
Kerr Jason S.Chief Accounting Officer
Exercise / conversionRestricted Stock Unit · Derivative 2,030 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000069 · wk-form4_1742939647.xml · derivative · entry 3

Kerr Jason S. · CIK 0001645863 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,422

Underlying: Common Stock · 2,030 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 17:54 UTC
Kerr Jason S.Chief Accounting Officer
Tax withholdingCommon Stock 888 $18.59 $16,507.92
Disclosure

SEC source: 0001929561-25-000069 · wk-form4_1742939647.xml · nonDerivative · entry 2

Kerr Jason S. · CIK 0001645863 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,419

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 17:54 UTC
Kerr Jason S.Chief Accounting Officer
Exercise / conversionCommon Stock 2,030 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000069 · wk-form4_1742939647.xml · nonDerivative · entry 1

Kerr Jason S. · CIK 0001645863 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,307

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 21:55 UTC
Firestone Jeffrey D.Chief Legal Officer
Exercise / conversionRestricted Stock Unit · Derivative 11,772 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000070 · wk-form4_1742939706.xml · derivative · entry 3

Firestone Jeffrey D. · CIK 0001948777 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 160,995

Underlying: Common Stock · 11,772 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 21:55 UTC
Firestone Jeffrey D.Chief Legal Officer
Tax withholdingCommon Stock 5,145 $18.59 $95,645.55
Disclosure

SEC source: 0001929561-25-000070 · wk-form4_1742939706.xml · nonDerivative · entry 2

Firestone Jeffrey D. · CIK 0001948777 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,023

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 21:55 UTC
Firestone Jeffrey D.Chief Legal Officer
Exercise / conversionCommon Stock 11,772 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000070 · wk-form4_1742939706.xml · nonDerivative · entry 1

Firestone Jeffrey D. · CIK 0001948777 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,168

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 10, 2025 Filed Mar 12, 2025 20:09 UTC
Wilkerson Andrew M.Director · Chief Executive Officer
Exercise / conversionRestricted Stock Unit · Derivative 2,105 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000062 · wk-form4_1741810149.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 678,301

Underlying: Common Stock · 2,105 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 second, third and fourth 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 second, third and fourth 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 10, 2025 Filed Mar 12, 2025 20:09 UTC
Wilkerson Andrew M.Director · Chief Executive Officer
Tax withholdingCommon Stock 920 $19.22 $17,682.40
Disclosure

SEC source: 0001929561-25-000062 · wk-form4_1741810149.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 189,739

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 10, 2025 Filed Mar 12, 2025 20:09 UTC
Wilkerson Andrew M.Director · Chief Executive Officer
Exercise / conversionCommon Stock 2,105 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000062 · wk-form4_1741810149.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 190,659

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 28, 2025 Filed Mar 4, 2025 23:19 UTC
Wilkerson Andrew M.Director · Chief Executive Officer
GrantRestricted Stock Unit · Derivative 158,769 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000057 · wk-form4_1741130344.xml · derivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 680,406

Underlying: Common Stock · 158,769 shares

Expires not disclosed

F2 · 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.

F4 · 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. The Reporting Person was also awarded 158,769 PSUs at target level, which will be eligible to vest depending on the achievement of total shareholder return relative to companies in the S&P Transportation Select Industry Index and will be reported when the number of shares earned is determined.

F4 · 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. The Reporting Person was also awarded 158,769 PSUs at target level, which will be eligible to vest depending on the achievement of total shareholder return relative to companies in the S&P Transportation Select Industry Index and will be reported when the number of shares earned is determined.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 23:19 UTC
Wilkerson Andrew M.Director · Chief Executive Officer
GrantRestricted Stock Unit · Derivative 74,932 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000057 · wk-form4_1741130344.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,932

Underlying: Common Stock · 74,932 shares

Expires not disclosed

F1 · security: 2024 Grant of Performance Based Restricted Stock Units (PSUs)

F2 · 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 · shares: The PSUs granted in March 2024 are comprised of three separate one-year performance periods for each of the calendar years 2024, 2025 and 2026. All PSUs will vest following 2026, to the extent earned and subject to the reporting person's continued employment. This reflects the PSUs that were earned over the first one-year performance period (January 1, 2024 - December 31, 2024) based on the level of achievement of pre-determined performance goals related to Total Shareholder Return compared to the S&P Transportation Select Industry Index.

F3 · derivative.exercise_date: The PSUs granted in March 2024 are comprised of three separate one-year performance periods for each of the calendar years 2024, 2025 and 2026. All PSUs will vest following 2026, to the extent earned and subject to the reporting person's continued employment. This reflects the PSUs that were earned over the first one-year performance period (January 1, 2024 - December 31, 2024) based on the level of achievement of pre-determined performance goals related to Total Shareholder Return compared to the S&P Transportation Select Industry Index.

F3 · derivative.expiration_date: The PSUs granted in March 2024 are comprised of three separate one-year performance periods for each of the calendar years 2024, 2025 and 2026. All PSUs will vest following 2026, to the extent earned and subject to the reporting person's continued employment. This reflects the PSUs that were earned over the first one-year performance period (January 1, 2024 - December 31, 2024) based on the level of achievement of pre-determined performance goals related to Total Shareholder Return compared to the S&P Transportation Select Industry Index.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 18:18 UTC
HARRIS JAMES EChief Financial Officer
GrantRestricted Stock Unit · Derivative 39,082 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000056 · wk-form4_1741130312.xml · derivative · entry 2

HARRIS JAMES E · CIK 0001192813 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 292,271

Underlying: Common Stock · 39,082 shares

Expires not disclosed

F2 · 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.

F4 · 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. The Reporting Person was also awarded 39,082 PSUs at target level, which will be eligible to vest depending on the achievement of total shareholder return relative to companies in the S&P Transportation Select Industry Index and will be reported when the number of shares earned is determined.

F4 · 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. The Reporting Person was also awarded 39,082 PSUs at target level, which will be eligible to vest depending on the achievement of total shareholder return relative to companies in the S&P Transportation Select Industry Index and will be reported when the number of shares earned is determined.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 18:18 UTC
HARRIS JAMES EChief Financial Officer
GrantRestricted Stock Unit · Derivative 18,446 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000056 · wk-form4_1741130312.xml · derivative · entry 1

HARRIS JAMES E · CIK 0001192813 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,446

Underlying: Common Stock · 18,446 shares

Expires not disclosed

F1 · security: 2024 Grant of Performance Based Restricted Stock Units (PSUs)

F2 · 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 · shares: The PSUs granted in March 2024 are comprised of three separate one-year performance periods for each of the calendar years 2024, 2025 and 2026. All PSUs will vest following 2026, to the extent earned and subject to the reporting person's continued employment. This reflects the PSUs that were earned over the first one-year performance period (January 1, 2024 - December 31, 2024) based on the level of achievement of pre-determined performance goals related to Total Shareholder Return compared to the S&P Transportation Select Industry Index.

F3 · derivative.exercise_date: The PSUs granted in March 2024 are comprised of three separate one-year performance periods for each of the calendar years 2024, 2025 and 2026. All PSUs will vest following 2026, to the extent earned and subject to the reporting person's continued employment. This reflects the PSUs that were earned over the first one-year performance period (January 1, 2024 - December 31, 2024) based on the level of achievement of pre-determined performance goals related to Total Shareholder Return compared to the S&P Transportation Select Industry Index.

F3 · derivative.expiration_date: The PSUs granted in March 2024 are comprised of three separate one-year performance periods for each of the calendar years 2024, 2025 and 2026. All PSUs will vest following 2026, to the extent earned and subject to the reporting person's continued employment. This reflects the PSUs that were earned over the first one-year performance period (January 1, 2024 - December 31, 2024) based on the level of achievement of pre-determined performance goals related to Total Shareholder Return compared to the S&P Transportation Select Industry Index.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 18:19 UTC
Kerr Jason S.Chief Accounting Officer
GrantRestricted Stock Unit · Derivative 6,106 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000058 · wk-form4_1741130385.xml · derivative · entry 2

Kerr Jason S. · CIK 0001645863 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,452

Underlying: Common Stock · 6,106 shares

Expires not disclosed

F2 · 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.

F4 · 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. The Reporting person was also awarded 6,107 PSUs at target level, which will be eligible to vest depending on the achievement of total shareholder return relative to companies in the S&P Transportation Select Industry Index and will be reported when the number of shares earned is determined.

F4 · 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. The Reporting person was also awarded 6,107 PSUs at target level, which will be eligible to vest depending on the achievement of total shareholder return relative to companies in the S&P Transportation Select Industry Index and will be reported when the number of shares earned is determined.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 18:19 UTC
Kerr Jason S.Chief Accounting Officer
GrantRestricted Stock Unit · Derivative 2,883 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000058 · wk-form4_1741130385.xml · derivative · entry 1

Kerr Jason S. · CIK 0001645863 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,883

Underlying: Common Stock · 2,883 shares

Expires not disclosed

F1 · security: 2024 Grant of Performance Based Restricted Stock Units (PSUs)

F2 · 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 · shares: The PSUs granted in March 2024 are comprised of three separate one-year performance periods for each of the calendar years 2024, 2025 and 2026. All PSUs will vest following 2026, to the extent earned and subject to the reporting person's continued employment. This reflects the PSUs that were earned over the first one-year performance period (January 1, 2024 - December 31, 2024) based on the level of achievement of pre-determined performance goals related to Total Shareholder Return compared to the S&P Transportation Select Industry Index.

F3 · derivative.exercise_date: The PSUs granted in March 2024 are comprised of three separate one-year performance periods for each of the calendar years 2024, 2025 and 2026. All PSUs will vest following 2026, to the extent earned and subject to the reporting person's continued employment. This reflects the PSUs that were earned over the first one-year performance period (January 1, 2024 - December 31, 2024) based on the level of achievement of pre-determined performance goals related to Total Shareholder Return compared to the S&P Transportation Select Industry Index.

F3 · derivative.expiration_date: The PSUs granted in March 2024 are comprised of three separate one-year performance periods for each of the calendar years 2024, 2025 and 2026. All PSUs will vest following 2026, to the extent earned and subject to the reporting person's continued employment. This reflects the PSUs that were earned over the first one-year performance period (January 1, 2024 - December 31, 2024) based on the level of achievement of pre-determined performance goals related to Total Shareholder Return compared to the S&P Transportation Select Industry Index.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 23:18 UTC
Firestone Jeffrey D.Chief Legal Officer
GrantRestricted Stock Unit · Derivative 26,869 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000055 · wk-form4_1741130278.xml · derivative · entry 2

Firestone Jeffrey D. · CIK 0001948777 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 172,767

Underlying: Common Stock · 26,869 shares

Expires not disclosed

F2 · 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.

F4 · 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. The Reporting Person was also awarded 26,869 PSUs at target level, which will be eligible to vest depending on the achievement of total shareholder return relative to companies in the S&P Transportation Select Industry Index and will be reported when the number of shares earned is determined.

F4 · 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. The Reporting Person was also awarded 26,869 PSUs at target level, which will be eligible to vest depending on the achievement of total shareholder return relative to companies in the S&P Transportation Select Industry Index and will be reported when the number of shares earned is determined.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 23:18 UTC
Firestone Jeffrey D.Chief Legal Officer
GrantRestricted Stock Unit · Derivative 16,717 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000055 · wk-form4_1741130278.xml · derivative · entry 1

Firestone Jeffrey D. · CIK 0001948777 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,717

Underlying: Common Stock · 16,717 shares

Expires not disclosed

F1 · security: 2024 Grant of Performance Based Restricted Stock Units (PSUs)

F2 · 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 · shares: The PSUs granted in March 2024 are comprised of three separate one-year performance periods for each of the calendar years 2024, 2025 and 2026. All PSUs will vest following 2026, to the extent earned and subject to the reporting person's continued employment. This reflects the PSUs that were earned over the first one-year performance period (January 1, 2024 - December 31, 2024) based on the level of achievement of pre-determined performance goals related to Total Shareholder Return compared to the S&P Transportation Select Industry Index.

F3 · derivative.exercise_date: The PSUs granted in March 2024 are comprised of three separate one-year performance periods for each of the calendar years 2024, 2025 and 2026. All PSUs will vest following 2026, to the extent earned and subject to the reporting person's continued employment. This reflects the PSUs that were earned over the first one-year performance period (January 1, 2024 - December 31, 2024) based on the level of achievement of pre-determined performance goals related to Total Shareholder Return compared to the S&P Transportation Select Industry Index.

F3 · derivative.expiration_date: The PSUs granted in March 2024 are comprised of three separate one-year performance periods for each of the calendar years 2024, 2025 and 2026. All PSUs will vest following 2026, to the extent earned and subject to the reporting person's continued employment. This reflects the PSUs that were earned over the first one-year performance period (January 1, 2024 - December 31, 2024) based on the level of achievement of pre-determined performance goals related to Total Shareholder Return compared to the S&P Transportation Select Industry Index.

Read SEC document
February 28, 2025 Filed Mar 5, 2025 23:46 UTC Amendment
Firestone Jeffrey D.Chief Legal Officer
GrantRestricted Stock Unit · Derivative 26,869 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000060 · wk-form4a_1741218410.xml · derivative · entry 2

Firestone Jeffrey D. · CIK 0001948777 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 172,767

Underlying: Common Stock · 26,869 shares

Expires not disclosed

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.

F5 · 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. The Reporting Person was also awarded 26,869 PSUs at target level, which will be eligible to vest depending on the achievement of total shareholder return relative to companies in the S&P Transportation Select Industry Index and will be reported when the number of shares earned is determined.

F5 · 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. The Reporting Person was also awarded 26,869 PSUs at target level, which will be eligible to vest depending on the achievement of total shareholder return relative to companies in the S&P Transportation Select Industry Index and will be reported when the number of shares earned is determined.

Read SEC document
February 28, 2025 Filed Mar 5, 2025 23:46 UTC Amendment
Firestone Jeffrey D.Chief Legal Officer
GrantRestricted Stock Unit · Derivative 16,717 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000060 · wk-form4a_1741218410.xml · derivative · entry 1

Firestone Jeffrey D. · CIK 0001948777 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,717

Underlying: Common Stock · 16,717 shares

Expires not disclosed

F1 · security: 2024 Grant of Performance Based Restricted Stock Units (PSUs)

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 · shares: The PSUs granted in March 2024 are comprised of three separate one-year performance periods for each of the calendar years 2024, 2025 and 2026. All PSUs will vest following 2026, to the extent earned and subject to the reporting person's continued employment. This reflects the PSUs that were earned over the first one-year performance period (January 1, 2024 - December 31, 2024) based on the level of achievement of pre-determined performance goals related to Total Shareholder Return compared to the S&P Transportation Select Industry Index.

F4 · shares: This Amendment is being filed to correct Column 5 of Table II to move the number 16,717 from column "D" to column "A".

F3 · derivative.exercise_date: The PSUs granted in March 2024 are comprised of three separate one-year performance periods for each of the calendar years 2024, 2025 and 2026. All PSUs will vest following 2026, to the extent earned and subject to the reporting person's continued employment. This reflects the PSUs that were earned over the first one-year performance period (January 1, 2024 - December 31, 2024) based on the level of achievement of pre-determined performance goals related to Total Shareholder Return compared to the S&P Transportation Select Industry Index.

F3 · derivative.expiration_date: The PSUs granted in March 2024 are comprised of three separate one-year performance periods for each of the calendar years 2024, 2025 and 2026. All PSUs will vest following 2026, to the extent earned and subject to the reporting person's continued employment. This reflects the PSUs that were earned over the first one-year performance period (January 1, 2024 - December 31, 2024) based on the level of achievement of pre-determined performance goals related to Total Shareholder Return compared to the S&P Transportation Select Industry Index.

Read SEC document
February 23, 2025 Filed Feb 25, 2025 21:43 UTC
Wilkerson Andrew M.Director · Chief Executive Officer
Exercise / conversionRestricted Stock Unit · Derivative 80,867 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000039 · wk-form4_1740519794.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 521,637

Underlying: Common Stock · 80,867 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
February 23, 2025 Filed Feb 25, 2025 21:43 UTC
Wilkerson Andrew M.Director · Chief Executive Officer
Tax withholdingCommon Stock 35,259 $20.14 $710,116.26
Disclosure

SEC source: 0001929561-25-000039 · wk-form4_1740519794.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 188,554

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
February 23, 2025 Filed Feb 25, 2025 21:43 UTC
Wilkerson Andrew M.Director · Chief Executive Officer
Exercise / conversionCommon Stock 80,867 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000039 · wk-form4_1740519794.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 223,813

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 23, 2025 Filed Feb 25, 2025 16:40 UTC
HARRIS JAMES EChief Financial Officer
Exercise / conversionRestricted Stock Unit · Derivative 21,835 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000035 · wk-form4_1740519635.xml · derivative · entry 3

HARRIS JAMES E · CIK 0001192813 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 253,189

Underlying: Common Stock · 21,835 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
February 23, 2025 Filed Feb 25, 2025 16:40 UTC
HARRIS JAMES EChief Financial Officer
Tax withholdingCommon Stock 9,728 $20.14 $195,921.92
Disclosure

SEC source: 0001929561-25-000035 · wk-form4_1740519635.xml · nonDerivative · entry 2

HARRIS JAMES E · CIK 0001192813 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,974

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
February 23, 2025 Filed Feb 25, 2025 16:40 UTC
HARRIS JAMES EChief Financial Officer
Exercise / conversionCommon Stock 21,835 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000035 · wk-form4_1740519635.xml · nonDerivative · entry 1

HARRIS JAMES E · CIK 0001192813 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 69,702

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 23, 2025 Filed Feb 25, 2025 16:41 UTC
Kerr Jason S.Chief Accounting Officer
Exercise / conversionRestricted Stock Unit · Derivative 5,256 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000036 · wk-form4_1740519668.xml · derivative · entry 3

Kerr Jason S. · CIK 0001645863 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,514

Underlying: Common Stock · 5,256 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
February 23, 2025 Filed Feb 25, 2025 16:41 UTC
Kerr Jason S.Chief Accounting Officer
Tax withholdingCommon Stock 2,571 $20.14 $51,779.94
Disclosure

SEC source: 0001929561-25-000036 · wk-form4_1740519668.xml · nonDerivative · entry 2

Kerr Jason S. · CIK 0001645863 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 85,277

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
February 23, 2025 Filed Feb 25, 2025 16:41 UTC
Kerr Jason S.Chief Accounting Officer
Exercise / conversionCommon Stock 5,256 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000036 · wk-form4_1740519668.xml · nonDerivative · entry 1

Kerr Jason S. · CIK 0001645863 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,848

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 23, 2025 Filed Feb 25, 2025 21:41 UTC
Firestone Jeffrey D.Chief Legal Officer
Exercise / conversionRestricted Stock Unit · Derivative 16,173 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000037 · wk-form4_1740519699.xml · derivative · entry 3

Firestone Jeffrey D. · CIK 0001948777 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 145,898

Underlying: Common Stock · 16,173 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
February 23, 2025 Filed Feb 25, 2025 21:41 UTC
Firestone Jeffrey D.Chief Legal Officer
Tax withholdingCommon Stock 7,286 $20.14 $146,740.04
Disclosure

SEC source: 0001929561-25-000037 · wk-form4_1740519699.xml · nonDerivative · entry 2

Firestone Jeffrey D. · CIK 0001948777 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,396

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
February 23, 2025 Filed Feb 25, 2025 21:41 UTC
Firestone Jeffrey D.Chief Legal Officer
Exercise / conversionCommon Stock 16,173 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000037 · wk-form4_1740519699.xml · nonDerivative · entry 1

Firestone Jeffrey D. · CIK 0001948777 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,682

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, 2025 Filed Jan 6, 2025 18:47 UTC Exercise / conversionRestricted Stock Unit · Derivative 8,045 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000024 · wk-form4_1736207255.xml · derivative · entry 4

BRADLEY S JACOBS · CIK 0001054518 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,745

Underlying: Common Stock · 8,045 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 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.

F4 · derivative.exercise_date: The RSUs vested on January 2, 2025.

F4 · derivative.expiration_date: The RSUs vested on January 2, 2025.

Read SEC document
January 02, 2025 Filed Jan 6, 2025 18:47 UTC GrantRestricted Stock Unit · Derivative 7,745 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000024 · wk-form4_1736207255.xml · derivative · entry 3

BRADLEY S JACOBS · CIK 0001054518 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,790

Underlying: Common Stock · 7,745 shares

Expires not disclosed

F2 · 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, 2026, subject to the Reporting Person's continued service as a director of the Issuer.

F3 · derivative.expiration_date: The RSUs shall vest in full on January 2, 2026, subject to the Reporting Person's continued service as a director of the Issuer.

Read SEC document
January 02, 2025 Filed Jan 6, 2025 18:47 UTC Exercise / conversionCommon Stock 8,045 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000024 · wk-form4_1736207255.xml · nonDerivative · entry 1

BRADLEY S JACOBS · CIK 0001054518 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,062,220

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, 2025 Filed Jan 6, 2025 18:45 UTC GrantRestricted Stock Unit · Derivative 7,745 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000020 · wk-form4_1736207103.xml · derivative · entry 3

Renna Stephen M. · CIK 0001949709 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,745

Underlying: Common Stock · 7,745 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.

F3 · derivative.exercise_date: The RSUs shall vest in full on January 2, 2026, subject to the Reporting Person's continued service as a director of the Issuer.

F3 · derivative.expiration_date: The RSUs shall vest in full on January 2, 2026, subject to the Reporting Person's continued service as a director of the Issuer.

Read SEC document
January 02, 2025 Filed Jan 6, 2025 18:45 UTC Exercise / conversionRestricted Stock Unit · Derivative 8,045 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000020 · wk-form4_1736207103.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 · 8,045 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.

F2 · derivative.exercise_date: The RSUs vested on January 2, 2025.

F2 · derivative.expiration_date: The RSUs vested on January 2, 2025.

Read SEC document
January 02, 2025 Filed Jan 6, 2025 18:45 UTC Exercise / conversionCommon Stock 8,045 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000020 · wk-form4_1736207103.xml · nonDerivative · entry 1

Renna Stephen M. · CIK 0001949709 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,130

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, 2025 Filed Jan 6, 2025 23:46 UTC Exercise / conversionRestricted Stock Unit · Derivative 8,045 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000022 · wk-form4_1736207167.xml · derivative · entry 3

Kissel Mary E. · CIK 0001876041 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,745

Underlying: Common Stock · 8,045 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, 2025.

F3 · derivative.expiration_date: The RSUs vested on January 2, 2025.

Read SEC document
January 02, 2025 Filed Jan 6, 2025 23:46 UTC GrantRestricted Stock Unit · Derivative 7,745 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000022 · wk-form4_1736207167.xml · derivative · entry 2

Kissel Mary E. · CIK 0001876041 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,790

Underlying: Common Stock · 7,745 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, 2026, 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, 2026, subject to the Reporting Person's continued service as a director of the Issuer.

Read SEC document
January 02, 2025 Filed Jan 6, 2025 23:46 UTC Exercise / conversionCommon Stock 8,045 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000022 · wk-form4_1736207167.xml · nonDerivative · entry 1

Kissel Mary E. · CIK 0001876041 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,392

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, 2025 Filed Jan 6, 2025 18:45 UTC Exercise / conversionRestricted Stock Unit · Derivative 8,045 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000021 · wk-form4_1736207138.xml · derivative · entry 3

Nettles Michelle · CIK 0001685150 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,745

Underlying: Common Stock · 8,045 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.

F3 · derivative.exercise_date: The RSUs vested on January 2, 2025.

F3 · derivative.expiration_date: The RSUs vested on January 2, 2025.

Read SEC document
January 02, 2025 Filed Jan 6, 2025 18:45 UTC GrantRestricted Stock Unit · Derivative 7,745 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000021 · wk-form4_1736207138.xml · derivative · entry 2

Nettles Michelle · CIK 0001685150 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,790

Underlying: Common Stock · 7,745 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, 2026, 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, 2026, subject to the Reporting Person's continued service as a director of the Issuer.

Read SEC document
January 02, 2025 Filed Jan 6, 2025 18:45 UTC Exercise / conversionCommon Stock 8,045 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000021 · wk-form4_1736207138.xml · nonDerivative · entry 1

Nettles Michelle · CIK 0001685150 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,230

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, 2025 Filed Jan 6, 2025 23:44 UTC GrantRestricted Stock Unit · Derivative 7,745 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000019 · wk-form4_1736207066.xml · derivative · entry 2

Szlosek Thomas A · CIK 0001293167 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,745

Underlying: Common Stock · 7,745 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, 2026, subject to the Reporting Person's continued service as a director of the Issuer.

F3 · derivative.expiration_date: The RSUs shall vest in full on January 2, 2026, subject to the Reporting Person's continued service as a director of the Issuer.

Read SEC document
January 02, 2025 Filed Jan 6, 2025 23:44 UTC Exercise / conversionRestricted Stock Unit · Derivative 8,045 Not disclosed Not disclosed
Disclosure

SEC source: 0001929561-25-000019 · wk-form4_1736207066.xml · derivative · entry 1

Szlosek Thomas A · CIK 0001293167 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,582

Underlying: Common Stock · 8,045 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 · price: The RSUs vested in full on January 2, 2025, 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.exercise_date: The RSUs vested in full on January 2, 2025, 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 vested in full on January 2, 2025, 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, 2025 Filed Jan 6, 2025 18:46 UTC Exercise / conversionRestricted Stock Unit · Derivative 8,045 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000023 · wk-form4_1736207196.xml · derivative · entry 4

Kingshott Adrian · CIK 0001328736 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 8,045 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.

F4 · derivative.exercise_date: The RSUs vested on January 2, 2025.

F4 · derivative.expiration_date: The RSUs vested on January 2, 2025.

Read SEC document
January 02, 2025 Filed Jan 6, 2025 18:46 UTC GrantRestricted Stock Unit · Derivative 7,745 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000023 · wk-form4_1736207196.xml · derivative · entry 2

Kingshott Adrian · CIK 0001328736 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,745

Underlying: Common Stock · 7,745 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, 2026, 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, 2026, subject to the Reporting Person's continued service as a director of the Issuer.

Read SEC document
January 02, 2025 Filed Jan 6, 2025 18:46 UTC Exercise / conversionRestricted Stock Unit 8,045 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000023 · wk-form4_1736207196.xml · nonDerivative · entry 1

Kingshott Adrian · CIK 0001328736 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,787

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, 2025 Filed Jan 6, 2025 18:48 UTC Exercise / conversionRestricted Stock Unit · Derivative 4,119 $0.00 $0.00
Disclosure

SEC source: 0001929561-25-000025 · wk-form4_1736207285.xml · derivative · entry 3

Cooper Troy A. · CIK 0001601131 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,745

Underlying: Common Stock · 4,119 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, 2025.

F3 · derivative.expiration_date: The RSUs vested on January 2, 2025.

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