Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RXO, Inc.RXO · Entity 4166 | Director | October 17, 2022 | October 17, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
RXO, Inc.
Report date October 17, 2022 · Filed October 17, 2022
This filing explicitly reported no securities owned.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
XPO, Inc.
Report date November 01, 2022 · Filed November 18, 2022
Section 16 reporting ended · disclosed 2022-11-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 82,932 |
Reported balance
After 2022-11-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-11-01 · Grant · Acquired 82,932 · Balance 82,932 F1: 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: On March 7, 2022, the Reporting Person was granted unvested RSUs, subject to the Issuer's satisfaction of certain predetermined performance criteria. On November 1, 2022, the performance criteria applicable to such RSUs was satisfied. 100% of the RSUs shall vest on March 7, 2025, generally subject to the Reporting Person's continued employment with the Issuer through the date of such later occurrence. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: On March 7, 2022, the Reporting Person was granted unvested RSUs, subject to the Issuer's satisfaction of certain predetermined performance criteria. On November 1, 2022, the performance criteria applicable to such RSUs was satisfied. 100% of the RSUs shall vest on March 7, 2025, generally subject to the Reporting Person's continued employment with the Issuer through the date of such later occurrence.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 01, 2022 Filed Nov 18, 2022 00:29 UTC | XPO, Inc. XPO · Entity 3242 | GrantRestricted Stock Unit · Derivative | 82,932 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-22-000078 · wf-form4_166873136385378.xml · derivative · entry 1 Tulsyan Ravi · CIK 0001875726 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,932 Underlying: Common Stock, par value $0.001 per share · 82,932 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: On March 7, 2022, the Reporting Person was granted unvested RSUs, subject to the Issuer's satisfaction of certain predetermined performance criteria. On November 1, 2022, the performance criteria applicable to such RSUs was satisfied. 100% of the RSUs shall vest on March 7, 2025, generally subject to the Reporting Person's continued employment with the Issuer through the date of such later occurrence. F2 · derivative.expiration_date: On March 7, 2022, the Reporting Person was granted unvested RSUs, subject to the Issuer's satisfaction of certain predetermined performance criteria. On November 1, 2022, the performance criteria applicable to such RSUs was satisfied. 100% of the RSUs shall vest on March 7, 2025, generally subject to the Reporting Person's continued employment with the Issuer through the date of such later occurrence. Read SEC document |
| September 08, 2022 Filed Sep 12, 2022 20:31 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionRestricted Stock Unit · Derivative | 4,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-22-000051 · wf-form4_166301464112270.xml · derivative · entry 3 Tulsyan Ravi · CIK 0001875726 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,386 Underlying: Common Stock, par value $0.001 per share · 4,387 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 two equal annual installments on the first and second 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 two equal annual installments on the first and second 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 |
| September 08, 2022 Filed Sep 12, 2022 20:31 UTC | XPO, Inc. XPO · Entity 3242 | Tax withholdingCommon Stock, par value $0.001 per share | 2,033 | $52.19 | $106,102.27 |
DisclosureSEC source: 0001166003-22-000051 · wf-form4_166301464112270.xml · nonDerivative · entry 2 Tulsyan Ravi · CIK 0001875726 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,623 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 |
| September 08, 2022 Filed Sep 12, 2022 20:31 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionCommon Stock, par value $0.001 per share | 4,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-22-000051 · wf-form4_166301464112270.xml · nonDerivative · entry 1 Tulsyan Ravi · CIK 0001875726 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,656 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 15, 2022 Filed Mar 17, 2022 21:03 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionRestricted Stock Unit · Derivative | 6,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-22-000036 · wf-form4_164755100418263.xml · derivative · entry 3 Tulsyan Ravi · CIK 0001875726 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,653 Underlying: Common Stock, par value $0.001 per share · 6,656 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: 50% of these RSUs vest on March 15, 2022 and 50% on March 15, 2023, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date. F3 · derivative.expiration_date: 50% of these RSUs vest on March 15, 2022 and 50% on March 15, 2023, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:03 UTC | XPO, Inc. XPO · Entity 3242 | Tax withholdingCommon Stock, par value $0.001 per share | 3,086 | $70.97 | $219,013.42 |
DisclosureSEC source: 0001166003-22-000036 · wf-form4_164755100418263.xml · nonDerivative · entry 2 Tulsyan Ravi · CIK 0001875726 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,269 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 15, 2022 Filed Mar 17, 2022 21:03 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionCommon Stock, par value $0.001 per share | 6,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-22-000036 · wf-form4_164755100418263.xml · nonDerivative · entry 1 Tulsyan Ravi · CIK 0001875726 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,355 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, 2022 Filed Mar 14, 2022 20:39 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionRestricted Stock Unit · Derivative | 1,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-22-000032 · wf-form4_164729028042047.xml · derivative · entry 3 Tulsyan Ravi · CIK 0001875726 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,526 Underlying: Common Stock, par value $0.001 per share · 1,176 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: These RSUs vest in four equal annual installments on March 10, 2022, March 10, 2023, March 10, 2024 and March 10, 2025, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date. F3 · derivative.expiration_date: These RSUs vest in four equal annual installments on March 10, 2022, March 10, 2023, March 10, 2024 and March 10, 2025, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date. Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 20:39 UTC | XPO, Inc. XPO · Entity 3242 | Tax withholdingCommon Stock, par value $0.001 per share | 545 | $72.39 | $39,452.55 |
DisclosureSEC source: 0001166003-22-000032 · wf-form4_164729028042047.xml · nonDerivative · entry 2 Tulsyan Ravi · CIK 0001875726 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,699 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, 2022 Filed Mar 14, 2022 20:39 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionCommon Stock, par value $0.001 per share | 1,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-22-000032 · wf-form4_164729028042047.xml · nonDerivative · entry 1 Tulsyan Ravi · CIK 0001875726 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,244 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 15, 2022 Filed Jan 19, 2022 21:32 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionRestricted Stock Unit · Derivative | 1,865 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-22-000018 · wf-form4_164262792390148.xml · derivative · entry 3 Tulsyan Ravi · CIK 0001875726 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,867 Underlying: Common Stock, par value $0.001 per share · 1,865 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: 50% of these RSUs vest on January 15, 2022 and 50% on January 15, 2023, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date. F3 · derivative.expiration_date: 50% of these RSUs vest on January 15, 2022 and 50% on January 15, 2023, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date. Read SEC document |
| January 15, 2022 Filed Jan 19, 2022 21:32 UTC | XPO, Inc. XPO · Entity 3242 | Tax withholdingCommon Stock, par value $0.001 per share | 660 | $70.41 | $46,470.60 |
DisclosureSEC source: 0001166003-22-000018 · wf-form4_164262792390148.xml · nonDerivative · entry 2 Tulsyan Ravi · CIK 0001875726 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,068 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 |
| January 15, 2022 Filed Jan 19, 2022 21:32 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionCommon Stock, par value $0.001 per share | 1,865 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-22-000018 · wf-form4_164262792390148.xml · nonDerivative · entry 1 Tulsyan Ravi · CIK 0001875726 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,728 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 |
| September 08, 2021 Filed Sep 10, 2021 21:03 UTC | XPO, Inc. XPO · Entity 3242 | GrantRestricted Stock Unit · Derivative | 8,773 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-21-000094 · wf-form4_163130778153209.xml · derivative · entry 1 Tulsyan Ravi · CIK 0001875726 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,773 Underlying: Common Stock, par value $0.001 per share · 8,773 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 vest in two equal annual installments on the 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. F2 · derivative.expiration_date: The RSUs vest in two equal annual installments on the 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.