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 |
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
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-05 · Exercise / conversion · Acquired 12,111 · Balance 26,634 F1: The Reporting Person has agreed to transfer shares of Common Stock to certain of the Affinity Funds (as defined below). The Reporting Person disclaims beneficial ownership over these shares. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-05-05 · Exercise / conversion · Disposed 12,111 · Balance 0 F5: Each restricted stock unit ("RSU") represents a contingent right to receive, upon settlement, one share of Common Stock. F6: 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. F7: The Reporting Person has agreed to transfer the shares of Common Stock underlying the RSUs that vest and settle to certain of the Affinity Funds. The Reporting Person disclaims beneficial ownership over the shares underlying the RSUs. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,274 |
Reported balance
After 2026-05-05 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-05-05 · Grant · Acquired 9,274 · Balance 9,274 F5: Each restricted stock unit ("RSU") represents a contingent right to receive, upon settlement, one share of Common Stock. F8: 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. F7: The Reporting Person has agreed to transfer the shares of Common Stock underlying the RSUs that vest and settle to certain of the Affinity Funds. The Reporting Person disclaims beneficial ownership over the shares underlying the RSUs. |
| Common Stock, $0.00001 par valueSEC Table I · non-derivative | IndirectSee footnote | 16,247,069 |
Reported balance
Holding disclosure · report date 2026-05-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 16,247,069 F2: Represents 16,247,069 shares held directly by Affinity Partners Parallel Fund I LP ("Parallel Fund I"). Affinity Partners GP LP ("GP") is the general partner of Parallel Fund I. A Fin Management LLC ("A Fin") is the investment manager of the GP. Jared Kushner is the Chief Executive Officer of A Fin. Accordingly, Mr. Kushner may be deemed to share voting and dispositive power over the shares held directly by Parallel Fund I. Mr. Kushner disclaims beneficial ownership over these shares. |
| Common Stock, $0.00001 par valueSEC Table I · non-derivative | IndirectSee footnote | 164,310 |
Reported balance
Holding disclosure · report date 2026-05-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 164,310 F3: Represents 164,310 shares held directly by Affinity Partners Fund I LP ("Fund I"). GP is the general partner of Fund I. A Fin is the investment manager of the GP. Jared Kushner is the Chief Executive Officer of A Fin. Accordingly, Mr. Kushner may be deemed to share voting and dispositive power over the shares held directly by Fund I. Mr. Kushner disclaims beneficial ownership over these shares. |
| Common Stock, $0.00001 par valueSEC Table I · non-derivative | IndirectSee footnote | 16,260,163 |
Reported balance
Holding disclosure · report date 2026-05-05 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 16,260,163 F4: Represents 16,260,163 shares held directly by Affinity QXO 1 LLC ("Affinity QXO"). Affinity QXO is owned by Fund I, Parallel Fund I, Affinity Partners Fund I Co-Invest Delta LP ("Delta"), Affinity Partners Fund I Co-Invest Delta II LP ("Delta II"), Affinity Partners Fund I Co-Invest Sigma LP ("Sigma") and Affinity Partners Fund I Co-Invest Sigma II LP ("Sigma II", together with Fund I, Parallel Fund I, Delta, Delta II and Sigma, the "Affinity Funds"). GP is the general partner of Fund I and Parallel Fund I. Affinity Partners Fund I Co-Invest GP LP ("Co-Invest GP") is the general partner of Delta, Delta II, Sigma and Sigma II. A Fin is the investment manager of the Affinity Funds. Jared Kushner is the Chief Executive Officer of A Fin and the controlling owner of the GP and the Co-Invest GP. Accordingly, Mr. Kushner may be deemed to share voting and dispositive power over the shares held directly by Affinity QXO. Mr. Kushner disclaims beneficial ownership over these shares. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person has agreed to transfer shares of Common Stock to certain of the Affinity Funds (as defined below). The Reporting Person disclaims beneficial ownership over these shares.
F2: Represents 16,247,069 shares held directly by Affinity Partners Parallel Fund I LP ("Parallel Fund I"). Affinity Partners GP LP ("GP") is the general partner of Parallel Fund I. A Fin Management LLC ("A Fin") is the investment manager of the GP. Jared Kushner is the Chief Executive Officer of A Fin. Accordingly, Mr. Kushner may be deemed to share voting and dispositive power over the shares held directly by Parallel Fund I. Mr. Kushner disclaims beneficial ownership over these shares.
F3: Represents 164,310 shares held directly by Affinity Partners Fund I LP ("Fund I"). GP is the general partner of Fund I. A Fin is the investment manager of the GP. Jared Kushner is the Chief Executive Officer of A Fin. Accordingly, Mr. Kushner may be deemed to share voting and dispositive power over the shares held directly by Fund I. Mr. Kushner disclaims beneficial ownership over these shares.
F4: Represents 16,260,163 shares held directly by Affinity QXO 1 LLC ("Affinity QXO"). Affinity QXO is owned by Fund I, Parallel Fund I, Affinity Partners Fund I Co-Invest Delta LP ("Delta"), Affinity Partners Fund I Co-Invest Delta II LP ("Delta II"), Affinity Partners Fund I Co-Invest Sigma LP ("Sigma") and Affinity Partners Fund I Co-Invest Sigma II LP ("Sigma II", together with Fund I, Parallel Fund I, Delta, Delta II and Sigma, the "Affinity Funds"). GP is the general partner of Fund I and Parallel Fund I. Affinity Partners Fund I Co-Invest GP LP ("Co-Invest GP") is the general partner of Delta, Delta II, Sigma and Sigma II. A Fin is the investment manager of the Affinity Funds. Jared Kushner is the Chief Executive Officer of A Fin and the controlling owner of the GP and the Co-Invest GP. Accordingly, Mr. Kushner may be deemed to share voting and dispositive power over the shares held directly by Affinity QXO. Mr. Kushner disclaims beneficial ownership over these shares.
F5: Each restricted stock unit ("RSU") represents a contingent right to receive, upon settlement, one share of Common Stock.
F6: 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.
F7: The Reporting Person has agreed to transfer the shares of Common Stock underlying the RSUs that vest and settle to certain of the Affinity Funds. The Reporting Person disclaims beneficial ownership over the shares underlying the RSUs.
F8: 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.
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 |
|---|---|---|---|---|---|---|
| May 05, 2026 Filed May 7, 2026 20:06 UTC | QXO, Inc. QXO · Entity 3404 | GrantRestricted Stock Units · Derivative | 9,274 | $0.00 | $0.00 |
DisclosureSEC source: 0001236275-26-000010 · wk-form4_1778184386.xml · derivative · entry 6 Kushner Jared Corey · CIK 0002031474 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,274 Underlying: Common Stock · 9,274 shares Expires not disclosed F5 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive, upon settlement, one share of Common Stock. F8 · derivative.exercise_date: 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. F8 · derivative.expiration_date: 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. F7 · ownership.direct: The Reporting Person has agreed to transfer the shares of Common Stock underlying the RSUs that vest and settle to certain of the Affinity Funds. The Reporting Person disclaims beneficial ownership over the shares underlying the RSUs. Read SEC document |
| May 05, 2026 Filed May 7, 2026 20:06 UTC | QXO, Inc. QXO · Entity 3404 | Exercise / conversionRestricted Stock Units · Derivative | 12,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001236275-26-000010 · wk-form4_1778184386.xml · derivative · entry 5 Kushner Jared Corey · CIK 0002031474 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,111 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. F5 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive, upon settlement, one share of Common Stock. F6 · derivative.exercise_date: 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. F6 · derivative.expiration_date: 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. F7 · ownership.direct: The Reporting Person has agreed to transfer the shares of Common Stock underlying the RSUs that vest and settle to certain of the Affinity Funds. The Reporting Person disclaims beneficial ownership over the shares underlying the RSUs. Read SEC document |
| May 05, 2026 Filed May 7, 2026 20:06 UTC | QXO, Inc. QXO · Entity 3404 | Exercise / conversionCommon Stock, $0.00001 par value | 12,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001236275-26-000010 · wk-form4_1778184386.xml · nonDerivative · entry 1 Kushner Jared Corey · CIK 0002031474 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,634 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 · ownership.direct: The Reporting Person has agreed to transfer shares of Common Stock to certain of the Affinity Funds (as defined below). The Reporting Person disclaims beneficial ownership over these shares. Read SEC document |
| May 12, 2025 Filed May 15, 2025 00:59 UTC | QXO, Inc. QXO · Entity 3404 | Exercise / conversionRestricted Stock Units · Derivative | 14,523 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-25-001390 · es250628258_4-kushner.xml · derivative · entry 6 Kushner Jared Corey · CIK 0002031474 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,523 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. F5 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive, upon settlement, one share of Common Stock. F7 · derivative.exercise_date: On July 30, 2024, the Reporting Person was granted RSUs that vested and settled in full on the date of the Issuer's 2025 Annual Meeting of Stockholders. F7 · derivative.expiration_date: On July 30, 2024, the Reporting Person was granted RSUs that vested and settled in full on the date of the Issuer's 2025 Annual Meeting of Stockholders. F8 · ownership.direct: The Reporting Person has agreed to transfer the shares of Common Stock underlying the RSUs that vest and settle to certain of the Affinity Funds. The Reporting Person disclaims beneficial ownership over the shares underlying the RSUs. Read SEC document |
| May 12, 2025 Filed May 15, 2025 00:59 UTC | QXO, Inc. QXO · Entity 3404 | GrantRestricted Stock Units · Derivative | 12,111 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-25-001390 · es250628258_4-kushner.xml · derivative · entry 5 Kushner Jared Corey · CIK 0002031474 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,111 Underlying: Common Stock · 12,111 shares Expires not disclosed F5 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive, upon settlement, one share of Common Stock. F6 · derivative.exercise_date: The RSUs vest in full on the date of the Issuer's 2026 Annual Meeting of Stockholders, subject to the Reporting Person's continued service as a director of the Issuer. F6 · derivative.expiration_date: The RSUs vest in full on the date of the Issuer's 2026 Annual Meeting of Stockholders, subject to the Reporting Person's continued service as a director of the Issuer. F8 · ownership.direct: The Reporting Person has agreed to transfer the shares of Common Stock underlying the RSUs that vest and settle to certain of the Affinity Funds. The Reporting Person disclaims beneficial ownership over the shares underlying the RSUs. Read SEC document |
| May 12, 2025 Filed May 15, 2025 00:59 UTC | QXO, Inc. QXO · Entity 3404 | Exercise / conversionCommon Stock, $0.00001 par value | 14,523 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-25-001390 · es250628258_4-kushner.xml · nonDerivative · entry 1 Kushner Jared Corey · CIK 0002031474 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,523 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 · ownership.direct: The Reporting Person has agreed to transfer the shares of Common Stock to certain of the Affinity Funds (as defined below). The Reporting Person disclaims beneficial ownership over these shares. Read SEC document |
| April 29, 2025 Filed May 1, 2025 20:53 UTC | QXO, Inc. QXO · Entity 3404 | GrantCommon Stock, par value $0.00001 per share | 16,260,163 | $12.30 | $200,000,004.90 |
DisclosureSEC source: 0000950142-25-001226 · es250622656_4-kushner.xml · nonDerivative · entry 3 Kushner Jared Corey · CIK 0002031474 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 16,260,163 F3 · ownership.nature: Represents 16,260,163 shares held directly by Affinity QXO 1 LLC ("Affinity QXO"). Affinity QXO is owned by Fund I, Parallel Fund I, Affinity Partners Fund I Co-Invest Delta LP ("Delta"), Affinity Partners Fund I Co-Invest Delta II LP ("Delta II"), Affinity Partners Fund I Co-Invest Sigma LP ("Sigma") and Affinity Partners Fund I Co-Invest Sigma II LP ("Sigma II", together with Fund I, Parallel Fund I, Delta, Delta II and Sigma, the "Affinity Funds"). GP is the general partner of Fund I and Parallel Fund I. Affinity Partners Fund I Co-Invest GP LP ("Co-Invest GP") is the general partner of Delta, Delta II, Sigma and Sigma II. A Fin is the investment manager of the Affinity Funds. Jared Kushner is the Chief Executive Officer of A Fin and the controlling owner of the GP and the Co-Invest GP. Accordingly, Mr. Kushner may be deemed to share voting and dispositive power over the shares held directly by Affinity QXO. Mr. Kushner disclaims beneficial ownership over these shares. Read SEC document |
| August 06, 2024 Filed Aug 8, 2024 20:53 UTC | QXO, Inc. QXO · Entity 3404 | GrantCommon Stock, par value $0.00001 per share | 93,109 | $9.14 | $851,016.26 |
DisclosureSEC source: 0000950142-24-002150 · es240516283_4-kushner.xml · nonDerivative · entry 2 Kushner Jared Corey · CIK 0002031474 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 164,310 F2 · ownership.nature: Represents 164,310 shares held directly by Affinity Partners Fund I LP ("Fund I"). GP is the general partner of Fund I. A Fin is the investment manager of the GP. Jared Kushner is the Chief Executive Officer of A Fin. Accordingly, Mr. Kushner may be deemed to share voting and dispositive power over the shares held directly by Fund I. Mr. Kushner disclaims beneficial ownership over these shares. Read SEC document |
| August 06, 2024 Filed Aug 8, 2024 20:53 UTC | QXO, Inc. QXO · Entity 3404 | GrantCommon Stock, par value $0.00001 per share | 9,206,673 | $9.14 | $84,148,991.22 |
DisclosureSEC source: 0000950142-24-002150 · es240516283_4-kushner.xml · nonDerivative · entry 1 Kushner Jared Corey · CIK 0002031474 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 16,247,069 F1 · ownership.nature: Represents 16,247,069 shares held directly by Affinity Partners Parallel Fund I LP ("Parallel Fund I"). Affinity Partners GP LP ("GP") is the general partner of Parallel Fund I. A Fin Management LLC ("A Fin") is the investment manager of the GP. Jared Kushner is the Chief Executive Officer of A Fin. Accordingly, Mr. Kushner may be deemed to share voting and dispositive power over the shares held directly by Parallel Fund I. Mr. Kushner disclaims beneficial ownership over these shares. Read SEC document |
| July 30, 2024 Filed Aug 2, 2024 01:47 UTC | QXO, Inc. QXO · Entity 3404 | GrantRestricted Stock Unit · Derivative | 14,523 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-24-002090 · es240515426_4-kushner.xml · derivative · entry 1 Kushner Jared Corey · CIK 0002031474 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,523 Underlying: Common Stock · 14,523 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents a contingent right to receive, upon settlement, one share of Common Stock. F2 · derivative.exercise_date: The RSUs shall vest in full on the date of the Issuer's 2025 Annual Meeting of Stockholders, 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 the date of the Issuer's 2025 Annual Meeting of Stockholders, subject to the Reporting Person's continued service as a director of the Issuer. Read SEC document |
| July 25, 2024 Filed Jul 30, 2024 00:24 UTC | QXO, Inc. QXO · Entity 3404 | GrantCommon Stock, par value $0.00001 per share | 71,201 | $9.14 | $650,777.14 |
DisclosureSEC source: 0000950142-24-002033 · es240513761_4-kushner.xml · nonDerivative · entry 2 Kushner Jared Corey · CIK 0002031474 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 71,201 F2 · ownership.nature: Represents 71,201 shares held directly by Affinity Partners Fund I LP ("Fund I"). GP is the general partner of Fund I. A Fin is the investment manager of the GP. Jared Kushner is the Chief Executive Officer of A Fin. Accordingly, Mr. Kushner may be deemed to share voting and dispositive power over the shares held directly by Fund I. Mr. Kushner disclaims beneficial ownership over these shares. Read SEC document |
| July 25, 2024 Filed Jul 30, 2024 00:24 UTC | QXO, Inc. QXO · Entity 3404 | GrantCommon Stock, par value $0.00001 per share | 7,040,396 | $9.14 | $64,349,219.44 |
DisclosureSEC source: 0000950142-24-002033 · es240513761_4-kushner.xml · nonDerivative · entry 1 Kushner Jared Corey · CIK 0002031474 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 7,040,396 F1 · ownership.nature: Represents 7,040,396 shares held directly by Affinity Partners Parallel Fund I LP ("Parallel Fund I"). Affinity Partners GP LP ("GP") is the general partner of Parallel Fund I. A Fin Management LLC ("A Fin") is the investment manager of the GP. Jared Kushner is the Chief Executive Officer of A Fin. Accordingly, Mr. Kushner may be deemed to share voting and dispositive power over the shares held directly by Parallel Fund I. Mr. Kushner disclaims beneficial ownership over these shares. 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.