Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| XPO, Inc.XPO · Entity 3242 | Chief Accounting Officer | January 15, 2022 | January 19, 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.
XPO, Inc.
Report date January 15, 2022 · Filed January 19, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 72,213 |
Ending reported balance
After 2022-01-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-01-15 · Exercise / conversion · Acquired 3,816 · Balance 74,216 Row 2 · 2022-01-15 · Tax withholding · Disposed 2,003 · Balance 72,213 F1: 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. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 3,815 |
Reported balance
After 2022-01-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-01-15 · Exercise / conversion · Disposed 3,816 · Balance 3,815 F2: 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: Reflects previously granted RSUs with adjustments to the number of shares of Common Stock underlying such RSUs to maintain the economic value of the shares of Common Stock underlying the RSUs prior to the Issuer's spin-off of its logistics segment on August 2, 2021 (the "Spin-off"). These previously granted RSUs have the same vesting and other applicable terms and conditions as they did immediately prior to the Spin-Off. F4: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: 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: Reflects previously granted RSUs with adjustments to the number of shares of Common Stock underlying such RSUs to maintain the economic value of the shares of Common Stock underlying the RSUs prior to the Issuer's spin-off of its logistics segment on August 2, 2021 (the "Spin-off"). These previously granted RSUs have the same vesting and other applicable terms and conditions as they did immediately prior to the Spin-Off.
F4: 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.
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 |
|---|---|---|---|---|---|---|
| October 03, 2016 Filed Oct 4, 2016 21:58 UTC | XPO, Inc. XPO · Entity 3242 | Tax withholdingCommon Stock, par value $0.001 per share | 5,433 | $36.67 | $199,228.11 |
DisclosureSEC source: 0001166003-16-000132 · wf-form4_147561827246979.xml · nonDerivative · entry 3 Robinson Lance A · CIK 0001654704 · Global CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,234 F1 · security: No shares were sold by the Reporting Person. These shares were withheld by the Issuer to satisfy the minimum statutory tax withholding requirements upon the vesting and settlement of the Restricted Stock Units ("RSUs") reported on this Form 4. These RSUs vested on October 1, 2016 as originally scheduled, and were settled on October 3, 2016. This is not a discretionary transaction or open market sale. F1 · acquired: No shares were sold by the Reporting Person. These shares were withheld by the Issuer to satisfy the minimum statutory tax withholding requirements upon the vesting and settlement of the Restricted Stock Units ("RSUs") reported on this Form 4. These RSUs vested on October 1, 2016 as originally scheduled, and were settled on October 3, 2016. This is not a discretionary transaction or open market sale. Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 21:58 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionCommon Stock, par value $0.001 per share | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-16-000132 · wf-form4_147561827246979.xml · nonDerivative · entry 2 Robinson Lance A · CIK 0001654704 · Global CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,667 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 |
| October 03, 2016 Filed Oct 4, 2016 21:58 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionCommon Stock, par value $0.001 per share | 1,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-16-000132 · wf-form4_147561827246979.xml · nonDerivative · entry 1 Robinson Lance A · CIK 0001654704 · Global CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,667 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.