Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| QXO, Inc.QXO · Entity 3404 | Chief Financial Officer | January 15, 2026 | January 20, 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 January 15, 2026 · Filed January 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.00001 par valueSEC Table I · non-derivative | Direct | 348,882 |
Ending reported balance
After 2026-01-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-01-15 · Exercise / conversion · Acquired 319,920 · Balance 497,532 Row 2 · 2026-01-15 · Tax withholding · Disposed 148,650 · Balance 348,882 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 Performance Stock Units ("PSUs") reported on this Form 4. There were no related discretionary transactions or open market sales. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 995,313 |
Reported balance
After 2026-01-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-01-15 · Exercise / conversion · Disposed 319,920 · Balance 995,313 F2: Each PSU represents a contingent right to receive one share of Common Stock. F3: The PSUs will vest depending on the Issuer's total shareholder return ("TSR") over, for 50% of the PSUs, a performance period beginning on the grant date and ending on December 31, 2028, for 12.5% of the PSUs, a performance period beginning on the grant date and ending on December 31, 2025 ("Initial Period"), for 12.5% of the PSUs, a one-year performance period ending on December 31, 2026, for 12.5% of the PSUs, a one-year performance period ending on December 31, 2027, and for 12.5% of the PSUs, a one-year performance period ending on December 31, 2028, in each case, relative to companies in the S&P500 Index, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date. The maximum number of PSUs that may vest is capped at 225% of the target number of PSUs. F4: On the Transaction Date, the Compensation and Talent Committee of the Board of Directors of the Issuer certified that the performance goals were achieved at 225% of the target level for the Initial Period. The shares set forth in column 7 reflect the total number of shares earned, including 177,733 shares in excess of the target amount. The after-tax shares received upon settlement of the PSU award are subject to a lock up which prohibits transfers of such shares through December 31, 2029. |
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 Performance Stock Units ("PSUs") reported on this Form 4. There were no related discretionary transactions or open market sales.
F2: Each PSU represents a contingent right to receive one share of Common Stock.
F3: The PSUs will vest depending on the Issuer's total shareholder return ("TSR") over, for 50% of the PSUs, a performance period beginning on the grant date and ending on December 31, 2028, for 12.5% of the PSUs, a performance period beginning on the grant date and ending on December 31, 2025 ("Initial Period"), for 12.5% of the PSUs, a one-year performance period ending on December 31, 2026, for 12.5% of the PSUs, a one-year performance period ending on December 31, 2027, and for 12.5% of the PSUs, a one-year performance period ending on December 31, 2028, in each case, relative to companies in the S&P500 Index, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date. The maximum number of PSUs that may vest is capped at 225% of the target number of PSUs.
F4: On the Transaction Date, the Compensation and Talent Committee of the Board of Directors of the Issuer certified that the performance goals were achieved at 225% of the target level for the Initial Period. The shares set forth in column 7 reflect the total number of shares earned, including 177,733 shares in excess of the target amount. The after-tax shares received upon settlement of the PSU award are subject to a lock up which prohibits transfers of such shares through December 31, 2029.
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 15, 2026 Filed Jan 20, 2026 16:25 UTC | QXO, Inc. QXO · Entity 3404 | Exercise / conversionPerformance Stock Units · Derivative | 319,920 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-26-000188 · es260727809_4-essaid.xml · derivative · entry 3 Essaid Ihsan · CIK 0002030584 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 995,313 Underlying: Common Stock · 319,920 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 PSU represents a contingent right to receive one share of Common Stock. F3 · derivative.exercise_date: The PSUs will vest depending on the Issuer's total shareholder return ("TSR") over, for 50% of the PSUs, a performance period beginning on the grant date and ending on December 31, 2028, for 12.5% of the PSUs, a performance period beginning on the grant date and ending on December 31, 2025 ("Initial Period"), for 12.5% of the PSUs, a one-year performance period ending on December 31, 2026, for 12.5% of the PSUs, a one-year performance period ending on December 31, 2027, and for 12.5% of the PSUs, a one-year performance period ending on December 31, 2028, in each case, relative to companies in the S&P500 Index, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date. The maximum number of PSUs that may vest is capped at 225% of the target number of PSUs. F4 · derivative.exercise_date: On the Transaction Date, the Compensation and Talent Committee of the Board of Directors of the Issuer certified that the performance goals were achieved at 225% of the target level for the Initial Period. The shares set forth in column 7 reflect the total number of shares earned, including 177,733 shares in excess of the target amount. The after-tax shares received upon settlement of the PSU award are subject to a lock up which prohibits transfers of such shares through December 31, 2029. F3 · derivative.expiration_date: The PSUs will vest depending on the Issuer's total shareholder return ("TSR") over, for 50% of the PSUs, a performance period beginning on the grant date and ending on December 31, 2028, for 12.5% of the PSUs, a performance period beginning on the grant date and ending on December 31, 2025 ("Initial Period"), for 12.5% of the PSUs, a one-year performance period ending on December 31, 2026, for 12.5% of the PSUs, a one-year performance period ending on December 31, 2027, and for 12.5% of the PSUs, a one-year performance period ending on December 31, 2028, in each case, relative to companies in the S&P500 Index, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date. The maximum number of PSUs that may vest is capped at 225% of the target number of PSUs. F4 · derivative.expiration_date: On the Transaction Date, the Compensation and Talent Committee of the Board of Directors of the Issuer certified that the performance goals were achieved at 225% of the target level for the Initial Period. The shares set forth in column 7 reflect the total number of shares earned, including 177,733 shares in excess of the target amount. The after-tax shares received upon settlement of the PSU award are subject to a lock up which prohibits transfers of such shares through December 31, 2029. Read SEC document |
| January 15, 2026 Filed Jan 20, 2026 16:25 UTC | QXO, Inc. QXO · Entity 3404 | Tax withholdingCommon Stock, $0.00001 par value | 148,650 | $25.52 | $3,793,548.00 |
DisclosureSEC source: 0000950142-26-000188 · es260727809_4-essaid.xml · nonDerivative · entry 2 Essaid Ihsan · CIK 0002030584 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 348,882 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 Performance Stock Units ("PSUs") reported on this Form 4. 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 Performance Stock Units ("PSUs") reported on this Form 4. There were no related discretionary transactions or open market sales. Read SEC document |
| January 15, 2026 Filed Jan 20, 2026 16:25 UTC | QXO, Inc. QXO · Entity 3404 | Exercise / conversionCommon Stock, $0.00001 par value | 319,920 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-26-000188 · es260727809_4-essaid.xml · nonDerivative · entry 1 Essaid Ihsan · CIK 0002030584 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 497,532 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 |
| December 31, 2025 Filed Jan 5, 2026 16:14 UTC | QXO, Inc. QXO · Entity 3404 | Exercise / conversionRestricted Stock Units · Derivative | 127,125 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-26-000027 · es260721961_4-essaid.xml · derivative · entry 3 Essaid Ihsan · CIK 0002030584 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 720,375 Underlying: Common Stock · 127,125 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, one share of Common Stock. F3 · derivative.exercise_date: The RSUs vest in five installments of 15% on December 31, 2025, 17.5% on December 31, 2026, 17.5% on December 31, 2027, 25% on December 31, 2028, and 25% on December 31, 2029, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date. The after-tax shares received upon settlement of the RSU award are subject to a lock up which prohibits transfers of such shares through December 31, 2029. F3 · derivative.expiration_date: The RSUs vest in five installments of 15% on December 31, 2025, 17.5% on December 31, 2026, 17.5% on December 31, 2027, 25% on December 31, 2028, and 25% on December 31, 2029, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date. The after-tax shares received upon settlement of the RSU award are subject to a lock up which prohibits transfers of such shares through December 31, 2029. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 16:14 UTC | QXO, Inc. QXO · Entity 3404 | Tax withholdingCommon Stock, $0.00001 par value | 58,923 | $21.04 | $1,239,739.92 |
DisclosureSEC source: 0000950142-26-000027 · es260721961_4-essaid.xml · nonDerivative · entry 2 Essaid Ihsan · CIK 0002030584 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,612 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 on the Transaction Date, 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 on the Transaction Date, as originally scheduled, and there were no related discretionary transactions or open market sales. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 16:14 UTC | QXO, Inc. QXO · Entity 3404 | Exercise / conversionCommon Stock, $0.00001 par value | 127,125 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-26-000027 · es260721961_4-essaid.xml · nonDerivative · entry 1 Essaid Ihsan · CIK 0002030584 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 236,535 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 |
| July 30, 2024 Filed Aug 1, 2024 21:57 UTC | QXO, Inc. QXO · Entity 3404 | GrantPerformance Stock Unit · Derivative | 1,137,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-24-002099 · es240515392_4-essaid.xml · derivative · entry 2 Essaid Ihsan · CIK 0002030584 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,137,500 Underlying: Common Stock · 1,137,500 shares Expires not disclosed F3 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of Common Stock. F4 · derivative.exercise_date: The PSUs will vest depending on the Issuer's total shareholder return ("TSR") over, for 50% of the PSUs, a performance period beginning on the grant date and ending on December 31, 2028, for 12.5% of the PSUs, a performance period beginning on the grant date and ending on December 31, 2025, for 12.5% of the PSUs, a one-year performance period ending on December 31, 2026, for 12.5% of the PSUs, a one-year performance period ending on December 31, 2027, and for 12.5% of the PSUs, a one-year performance period ending on December 31, 2028, in each case, relative to companies in the S&P500 Index, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date. The maximum number of PSUs that may vest is capped at 225% of the target number of PSUs. F4 · derivative.expiration_date: The PSUs will vest depending on the Issuer's total shareholder return ("TSR") over, for 50% of the PSUs, a performance period beginning on the grant date and ending on December 31, 2028, for 12.5% of the PSUs, a performance period beginning on the grant date and ending on December 31, 2025, for 12.5% of the PSUs, a one-year performance period ending on December 31, 2026, for 12.5% of the PSUs, a one-year performance period ending on December 31, 2027, and for 12.5% of the PSUs, a one-year performance period ending on December 31, 2028, in each case, relative to companies in the S&P500 Index, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date. The maximum number of PSUs that may vest is capped at 225% of the target number of PSUs. Read SEC document |
| July 30, 2024 Filed Aug 1, 2024 21:57 UTC | QXO, Inc. QXO · Entity 3404 | GrantRestricted Stock Unit · Derivative | 847,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-24-002099 · es240515392_4-essaid.xml · derivative · entry 1 Essaid Ihsan · CIK 0002030584 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 847,500 Underlying: Common Stock · 847,500 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 vest in five installments of 15% on December 31, 2025, 17.5% on December 31, 2026, 17.5% on December 31, 2027, 25% on December 31, 2028 and 25% on December 31, 2029, 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 five installments of 15% on December 31, 2025, 17.5% on December 31, 2026, 17.5% on December 31, 2027, 25% on December 31, 2028 and 25% on December 31, 2029, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date. Read SEC document |
| July 25, 2024 Filed Jul 29, 2024 20:23 UTC | QXO, Inc. QXO · Entity 3404 | GrantCommon Stock, par value $0.00001 per share | 109,410 | $9.14 | $1,000,007.40 |
DisclosureSEC source: 0000950142-24-002031 · es240513758_4-essaid.xml · nonDerivative · entry 1 Essaid Ihsan · CIK 0002030584 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,410 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.