Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| XPO, Inc.XPO · Entity 3242 | Director | January 02, 2018 | January 04, 2018 |
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 02, 2018 · Filed January 04, 2018 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 458,260 |
Last balance in matching sequence
After 2018-01-03 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2018-01-02 · Grant · Acquired 7,957 · Balance 456,979 F1: The shares of Common Stock were issued to the Reporting Person pursuant to the Retirement and Release Agreement dated December 7, 2015 between the Issuer and the Reporting Person ("Retirement Agreement"). Row 2 · 2018-01-02 · Tax withholding · Disposed 2,689 · Balance 454,290 F2: No shares were sold by the Reporting Person. These shares were withheld by the Issuer to satisfy the minimum statutory tax withholding requirements attributable to issuance of stock under the Retirement Agreement. This is not a discretionary transaction or open market sale. Row 3 · 2018-01-03 · Exercise / conversion · Acquired 3,970 · Balance 458,260 |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-01-03 transaction · row 5
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 5 · 2018-01-03 · Exercise / conversion · Disposed 3,970 · Balance 0 F4: 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. F5: The RSUs vested in full on January 3, 2018. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 2,071 |
Reported balance
After 2018-01-02 transaction · row 6
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 6 · 2018-01-02 · Grant · Acquired 2,071 · Balance 2,071 F4: 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. F6: The RSUs shall vest on January 2, 2019, subject to the Reporting Person's continued service as a director of the Issuer. |
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | IndirectSee footnote | 192,086 |
Reported balance
Holding disclosure · report date 2018-01-02 · row 4
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 4 · Balance 192,086 F3: The Louis DeJoy Family Partnership, LLC is the direct beneficial owner of these securities. Louis DeJoy is the Managing Member of The Louis DeJoy Family Partnership, LLC. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of Common Stock were issued to the Reporting Person pursuant to the Retirement and Release Agreement dated December 7, 2015 between the Issuer and the Reporting Person ("Retirement Agreement").
F2: No shares were sold by the Reporting Person. These shares were withheld by the Issuer to satisfy the minimum statutory tax withholding requirements attributable to issuance of stock under the Retirement Agreement. This is not a discretionary transaction or open market sale.
F3: The Louis DeJoy Family Partnership, LLC is the direct beneficial owner of these securities. Louis DeJoy is the Managing Member of The Louis DeJoy Family Partnership, LLC.
F4: 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.
F5: The RSUs vested in full on January 3, 2018.
F6: The RSUs shall vest on January 2, 2019, subject to the Reporting Person's continued service as a director of the Issuer.
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 |
|---|---|---|---|---|---|---|
| January 03, 2018 Filed Jan 4, 2018 02:30 UTC Amendment | XPO, Inc. XPO · Entity 3242 | Exercise / conversionRestricted Stock Unit · Derivative | 3,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-18-000017 · wf-form4a_151503303586263.xml · derivative · entry 5 DeJoy Louis · CIK 0001660260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.001 per share · 3,970 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. F4 · 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. F5 · derivative.exercise_date: The RSUs vested in full on January 3, 2018. F5 · derivative.expiration_date: The RSUs vested in full on January 3, 2018. Read SEC document |
| January 03, 2018 Filed Jan 4, 2018 02:30 UTC Amendment | XPO, Inc. XPO · Entity 3242 | Exercise / conversionCommon Stock, par value $0.001 per share | 3,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-18-000017 · wf-form4a_151503303586263.xml · nonDerivative · entry 3 DeJoy Louis · CIK 0001660260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 458,260 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 03, 2018 Filed Jan 4, 2018 00:55 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionRestricted Stock Unit · Derivative | 3,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-18-000010 · wf-form4_151502733718488.xml · derivative · entry 5 DeJoy Louis · CIK 0001660260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.001 per share · 3,970 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. F4 · 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. F5 · derivative.exercise_date: The RSUs vested in full on January 3, 2018. F5 · derivative.expiration_date: The RSUs vested in full on January 3, 2018. Read SEC document |
| January 03, 2018 Filed Jan 4, 2018 00:55 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionCommon Stock, par value $0.001 per share | 3,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-18-000010 · wf-form4_151502733718488.xml · nonDerivative · entry 3 DeJoy Louis · CIK 0001660260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 458,260 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, 2018 Filed Jan 4, 2018 02:30 UTC Amendment | XPO, Inc. XPO · Entity 3242 | GrantRestricted Stock Unit · Derivative | 2,071 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-18-000017 · wf-form4a_151503303586263.xml · derivative · entry 6 DeJoy Louis · CIK 0001660260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,071 Underlying: Common Stock, par value $0.001 per share · 2,071 shares Expires not disclosed F4 · 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. F6 · derivative.exercise_date: The RSUs shall vest on January 2, 2019, subject to the Reporting Person's continued service as a director of the Issuer. F6 · derivative.expiration_date: The RSUs shall vest on January 2, 2019, subject to the Reporting Person's continued service as a director of the Issuer. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 02:30 UTC Amendment | XPO, Inc. XPO · Entity 3242 | Tax withholdingCommon Stock, par value $0.001 per share | 2,689 | $91.59 | $246,285.51 |
DisclosureSEC source: 0001166003-18-000017 · wf-form4a_151503303586263.xml · nonDerivative · entry 2 DeJoy Louis · CIK 0001660260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 454,290 F2 · kind: No shares were sold by the Reporting Person. These shares were withheld by the Issuer to satisfy the minimum statutory tax withholding requirements attributable to issuance of stock under the Retirement Agreement. This is not a discretionary transaction or open market sale. F2 · acquired: No shares were sold by the Reporting Person. These shares were withheld by the Issuer to satisfy the minimum statutory tax withholding requirements attributable to issuance of stock under the Retirement Agreement. This is not a discretionary transaction or open market sale. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 02:30 UTC Amendment | XPO, Inc. XPO · Entity 3242 | GrantCommon Stock, par value $0.001 per share | 7,957 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-18-000017 · wf-form4a_151503303586263.xml · nonDerivative · entry 1 DeJoy Louis · CIK 0001660260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 456,979 F1 · kind: The shares of Common Stock were issued to the Reporting Person pursuant to the Retirement and Release Agreement dated December 7, 2015 between the Issuer and the Reporting Person ("Retirement Agreement"). Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 00:55 UTC | XPO, Inc. XPO · Entity 3242 | GrantRestricted Stock Unit · Derivative | 2,071 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-18-000010 · wf-form4_151502733718488.xml · derivative · entry 6 DeJoy Louis · CIK 0001660260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,071 Underlying: Common Stock, par value $0.001 per share · 2,071 shares Expires not disclosed F4 · 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. F6 · derivative.exercise_date: The RSUs shall vest on January 2, 2019, subject to the Reporting Person's continued service as a director of the Issuer. F6 · derivative.expiration_date: The RSUs shall vest on January 2, 2019, subject to the Reporting Person's continued service as a director of the Issuer. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 00:55 UTC | XPO, Inc. XPO · Entity 3242 | Tax withholdingCommon Stock, par value $0.001 per share | 2,689 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-18-000010 · wf-form4_151502733718488.xml · nonDerivative · entry 2 DeJoy Louis · CIK 0001660260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 454,290 F2 · kind: No shares were sold by the Reporting Person. These shares were withheld by the Issuer to satisfy the minimum statutory tax withholding requirements attributable to issuance of stock under the Retirement Agreement. This is not a discretionary transaction or open market sale. F2 · acquired: No shares were sold by the Reporting Person. These shares were withheld by the Issuer to satisfy the minimum statutory tax withholding requirements attributable to issuance of stock under the Retirement Agreement. This is not a discretionary transaction or open market sale. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 00:55 UTC | XPO, Inc. XPO · Entity 3242 | GrantCommon Stock, par value $0.001 per share | 7,957 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-18-000010 · wf-form4_151502733718488.xml · nonDerivative · entry 1 DeJoy Louis · CIK 0001660260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 456,979 F1 · kind: The shares of Common Stock were issued to the Reporting Person pursuant to the Retirement and Release Agreement dated December 7, 2015 between the Issuer and the Reporting Person ("Retirement Agreement"). Read SEC document |
| January 04, 2017 Filed Jan 4, 2017 23:59 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionRestricted Stock Unit · Derivative | 6,501 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-17-000008 · wf-form4_148357434121470.xml · derivative · entry 5 DeJoy Louis · CIK 0001660260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.001 per share · 6,501 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. F4 · 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. F5 · derivative.exercise_date: The RSUs vested in full on January 4, 2017. F5 · derivative.expiration_date: The RSUs vested in full on January 4, 2017. Read SEC document |
| January 04, 2017 Filed Jan 4, 2017 23:59 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionCommon Stock, par value $0.001 per share | 6,501 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-17-000008 · wf-form4_148357434121470.xml · nonDerivative · entry 3 DeJoy Louis · CIK 0001660260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 449,022 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 03, 2017 Filed Jan 4, 2017 23:59 UTC | XPO, Inc. XPO · Entity 3242 | GrantRestricted Stock Unit · Derivative | 3,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-17-000008 · wf-form4_148357434121470.xml · derivative · entry 6 DeJoy Louis · CIK 0001660260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,970 Underlying: Common Stock, par value $0.001 per share · 3,970 shares Expires not disclosed F4 · 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. F6 · derivative.exercise_date: The RSUs shall vest on January 3, 2018, subject to the Reporting Person's continued service as a director of the Issuer. F6 · derivative.expiration_date: The RSUs shall vest on January 3, 2018, subject to the Reporting Person's continued service as a director of the Issuer. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 23:59 UTC | XPO, Inc. XPO · Entity 3242 | Tax withholdingCommon Stock, par value $0.001 per share | 3,313 | $43.16 | $142,989.08 |
DisclosureSEC source: 0001166003-17-000008 · wf-form4_148357434121470.xml · nonDerivative · entry 2 DeJoy Louis · CIK 0001660260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 442,521 F2 · kind: No shares were sold by the Reporting Person. These shares were withheld by the Issuer to satisfy the minimum statutory tax withholding requirements attributable to issuance of stock under the Retirement Agreement. This is not a discretionary transaction or open market sale. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 23:59 UTC | XPO, Inc. XPO · Entity 3242 | GrantCommon Stock, par value $0.001 per share | 9,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-17-000008 · wf-form4_148357434121470.xml · nonDerivative · entry 1 DeJoy Louis · CIK 0001660260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 445,834 F1 · kind: The shares of Common Stock were issued to the Reporting Person pursuant to the Retirement and Release Agreement dated December 7, 2015 between the Issuer and the Reporting Person ("Retirement Agreement"). 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.