Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| QXO, Inc.QXO · Entity 3404 | Director | May 05, 2026 | May 07, 2026 |
| XPO, Inc.XPO · Entity 3242 | Director · Chief Executive Officer | August 07, 2026 | August 07, 2026 |
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.
QXO, Inc.
Report date May 05, 2026 · Filed May 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.00001 par valueSEC Table I · non-derivative | Direct | 26,634 |
Reported balance
After 2026-05-05 transaction · row 1
1 source rowRow 1 · 2026-05-05 · Exercise / conversion · Acquired 12,111 · Balance 26,634 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,274 |
Reported balance
After 2026-05-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-05 · Grant · Acquired 9,274 · Balance 9,274 F1: Each restricted stock unit ("RSU") represents a contingent right to receive, upon settlement, one share of Common Stock. F2: The RSUs vest in full on the date of the Issuer's 2027 Annual Meeting of Stockholders, subject to the Reporting Person's continued service as a director of the Issuer. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-05 · Exercise / conversion · Disposed 12,111 · Balance 0 F1: Each restricted stock unit ("RSU") represents a contingent right to receive, upon settlement, one share of Common Stock. F3: On May 12, 2025, the Reporting Person was granted RSUs that vested and settled in full on the date of the Issuer's 2026 Annual Meeting of Stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive, upon settlement, one share of Common Stock.
F2: The RSUs vest in full on the date of the Issuer's 2027 Annual Meeting of Stockholders, subject to the Reporting Person's continued service as a director of the Issuer.
F3: On May 12, 2025, the Reporting Person was granted RSUs that vested and settled in full on the date of the Issuer's 2026 Annual Meeting of Stockholders.
XPO, Inc.
Report date August 07, 2026 · Filed August 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 681,380 |
Ending reported balance
After 2026-08-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-07 · Exercise / conversion · Acquired 345,742 · Balance 848,547 Row 2 · 2026-08-07 · Tax withholding · Disposed 167,167 · Balance 681,380 |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 345,742 |
Reported balance
After 2026-08-07 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-07 · Grant · Acquired 345,742 · Balance 345,742 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 August 5, 2022, the Reporting Person was granted unvested RSUs, subject to the Issuer's satisfaction of certain predetermined performance criteria and the Reporting Person's continued employment with the Issuer. On August 7, 2026, the Compensation and Human Capital Committee of the Board of Directors of the Issuer certified that the performance criteria applicable to such RSUs had been satisfied, resulting in the full vesting of such RSUs effective August 5, 2026. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-08-07 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-08-07 · Exercise / conversion · Disposed 345,742 · Balance 0 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 August 5, 2022, the Reporting Person was granted unvested RSUs, subject to the Issuer's satisfaction of certain predetermined performance criteria and the Reporting Person's continued employment with the Issuer. On August 7, 2026, the Compensation and Human Capital Committee of the Board of Directors of the Issuer certified that the performance criteria applicable to such RSUs had been satisfied, resulting in the full vesting of such RSUs effective August 5, 2026. |
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 August 5, 2022, the Reporting Person was granted unvested RSUs, subject to the Issuer's satisfaction of certain predetermined performance criteria and the Reporting Person's continued employment with the Issuer. On August 7, 2026, the Compensation and Human Capital Committee of the Board of Directors of the Issuer certified that the performance criteria applicable to such RSUs had been satisfied, resulting in the full vesting of such RSUs effective August 5, 2026.
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 |
|---|---|---|---|---|---|---|
| February 19, 2021 Filed Feb 19, 2021 22:16 UTC | XPO, Inc. XPO · Entity 3242 | SaleCommon Stock, par value $0.001 per share | 13,847 | $119.37 | $1,652,916.39 |
DisclosureSEC source: 0001166003-21-000038 · wf-form4_161377293060708.xml · nonDerivative · entry 2 Harik Mario A · CIK 0001534839 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,548 F2 · price: This transaction was executed in multiple trades at prices ranging from $119.13 to $119.76. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which each transaction was effected. Read SEC document |
| February 19, 2021 Filed Feb 19, 2021 22:16 UTC | XPO, Inc. XPO · Entity 3242 | SaleCommon Stock, par value $0.001 per share | 16,620 | $118.88 | $1,975,785.60 |
DisclosureSEC source: 0001166003-21-000038 · wf-form4_161377293060708.xml · nonDerivative · entry 1 Harik Mario A · CIK 0001534839 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,395 F1 · price: This transaction was executed in multiple trades at prices ranging from $118.13 to $119.12. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which each transaction was effected. Read SEC document |
| December 29, 2020 Filed Dec 31, 2020 02:56 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 135,000 | $0.00 Strike: $9.79 | $0.00 |
DisclosureSEC source: 0001166003-20-000069 · wf-form4_160938334725602.xml · derivative · entry 3 Harik Mario A · CIK 0001534839 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.001 per share · 135,000 shares Expires 2021-11-14 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_date: The Employee Stock Options vested in equal annual installments of 20% each, beginning on September 2, 2012 and continuing on the first, second, third and fourth anniversaries thereof. The Employee Stock Options were due to expire on November 14, 2021. Read SEC document |
| December 29, 2020 Filed Dec 31, 2020 02:56 UTC | XPO, Inc. XPO · Entity 3242 | Tax withholdingCommon Stock, par value $0.001 per share | 66,148 | $117.22 | $7,753,868.56 |
DisclosureSEC source: 0001166003-20-000069 · wf-form4_160938334725602.xml · nonDerivative · entry 2 Harik Mario A · CIK 0001534839 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,015 F1 · kind: No shares were sold by the Reporting Person. These shares were withheld by the Issuer to fund the exercise price and tax liability attributable to the exercise of the Employee Stock Options reported on this Form 4. The Employee Stock Options were fully vested and exercisable at the time of the exercise, 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 the exercise price and tax liability attributable to the exercise of the Employee Stock Options reported on this Form 4. The Employee Stock Options were fully vested and exercisable at the time of the exercise, and there were no related discretionary transactions or open market sales. Read SEC document |
| December 29, 2020 Filed Dec 31, 2020 02:56 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionCommon Stock, par value $0.001 per share | 135,000 | $9.79 | $1,321,650.00 |
DisclosureSEC source: 0001166003-20-000069 · wf-form4_160938334725602.xml · nonDerivative · entry 1 Harik Mario A · CIK 0001534839 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,163 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 19, 2018 Filed Feb 22, 2018 00:14 UTC | XPO, Inc. XPO · Entity 3242 | Tax withholdingCommon Stock, par value $0.001 per share | 13,891 | $91.43 | $1,270,054.13 |
DisclosureSEC source: 0001166003-18-000037 · wf-form4_151925847251290.xml · nonDerivative · entry 3 Harik Mario A · CIK 0001534839 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,163 F3 · 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. F3 · 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 19, 2018 Filed Feb 22, 2018 00:14 UTC | XPO, Inc. XPO · Entity 3242 | GrantCommon Stock, par value $0.001 per share | 8,536 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-18-000037 · wf-form4_151925847251290.xml · nonDerivative · entry 2 Harik Mario A · CIK 0001534839 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,054 F2 · acquired: On February 27, 2015, the Reporting Person was granted 8,536 unvested PRSUs, subject to the Issuer's satisfaction of certain predetermined performance criteria and the Reporting Person's continued employment with the Issuer. On February 19, 2018, the Compensation Committee of the Board of Directors of the Issuer certified that the performance criteria applicable to such PRSUs has been satisfied and such PRSUs vested in full. Read SEC document |
| February 19, 2018 Filed Feb 22, 2018 00:14 UTC | XPO, Inc. XPO · Entity 3242 | GrantCommon Stock, par value $0.001 per share | 26,434 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-18-000037 · wf-form4_151925847251290.xml · nonDerivative · entry 1 Harik Mario A · CIK 0001534839 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,518 F1 · acquired: On March 14, 2014, the Reporting Person was granted 26,434 unvested performance-based restricted stock units ("PRSUs"), subject to the Issuer's satisfaction of certain predetermined performance criteria and the Reporting Person's continued employment with the Issuer. On February 19, 2018, the Compensation Committee of the Board of Directors of the Issuer certified that the performance criteria applicable to such PRSUs has been satisfied and such PRSUs vested in full. Read SEC document |
| September 02, 2016 Filed Sep 7, 2016 21:37 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionRestricted Stock Unit · Derivative | 19,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-16-000128 · wf-form4_147328426270889.xml · derivative · entry 3 Harik Mario A · CIK 0001534839 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.001 per share · 19,000 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 equal annual installments of 20% each, beginning on September 2, 2012 and continuing on the first, second, third and fourth anniversaries thereof, subject to the Reporting Person's continued employment with the Issuer. F3 · derivative.expiration_date: The RSUs vest in equal annual installments of 20% each, beginning on September 2, 2012 and continuing on the first, second, third and fourth anniversaries thereof, subject to the Reporting Person's continued employment with the Issuer. Read SEC document |
| September 02, 2016 Filed Sep 7, 2016 21:37 UTC | XPO, Inc. XPO · Entity 3242 | Tax withholdingCommon Stock, par value $0.001 per share | 8,940 | $35.78 | $319,873.20 |
DisclosureSEC source: 0001166003-16-000128 · wf-form4_147328426270889.xml · nonDerivative · entry 2 Harik Mario A · CIK 0001534839 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,084 F1 · kind: 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 on September 2, 2016, as originally scheduled, and there were no related discretionary transactions or open market sales. Read SEC document |
| September 02, 2016 Filed Sep 7, 2016 21:37 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionCommon Stock, par value $0.001 per share | 19,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-16-000128 · wf-form4_147328426270889.xml · nonDerivative · entry 1 Harik Mario A · CIK 0001534839 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,024 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.