Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| XPO, Inc.XPO · Entity 3242 | Director | January 02, 2026 | January 05, 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.
XPO, Inc.
Report date January 02, 2026 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,916 |
Reported balance
After 2026-01-02 transaction · row 1
1 source rowRow 1 · 2026-01-02 · Exercise / conversion · Acquired 1,374 · Balance 9,916 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-01-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-02 · Exercise / conversion · Disposed 1,374 · 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: The RSUs vested in full on January 2, 2026. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 1,357 |
Reported balance
After 2026-01-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-01-02 · Grant · Acquired 1,357 · Balance 1,357 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. F3: The RSUs shall vest in full on January 4, 2027, subject to the Reporting Person's continued service as a director of the Issuer. |
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: The RSUs vested in full on January 2, 2026.
F3: The RSUs shall vest in full on January 4, 2027, subject to the Reporting Person's continued service as a director of the Issuer.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Summit Materials, Inc.
Report date February 10, 2025 · Filed February 10, 2025
Section 16 reporting ended · disclosed 2025-02-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-02-10 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-02-10 · Disposition to issuer · Disposed 3,341 · Balance 0 F1: At or immediately prior to the effective time of the transactions contemplated by the Agreement and Plan of Merger, dated November 24, 2024, by and among Summit Materials, Inc., Quikrete Holdings, Inc., and Soar Subsidiary, Inc., each restricted stock unit held by the reporting person was fully vested, canceled and converted into the right to receive $52.50 in cash. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-02-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-02-10 · Disposition to issuer · Disposed 2,547 · Balance 0 F1: At or immediately prior to the effective time of the transactions contemplated by the Agreement and Plan of Merger, dated November 24, 2024, by and among Summit Materials, Inc., Quikrete Holdings, Inc., and Soar Subsidiary, Inc., each restricted stock unit held by the reporting person was fully vested, canceled and converted into the right to receive $52.50 in cash. |
Filing footnotes · ownership attribution and instrument terms
F1: At or immediately prior to the effective time of the transactions contemplated by the Agreement and Plan of Merger, dated November 24, 2024, by and among Summit Materials, Inc., Quikrete Holdings, Inc., and Soar Subsidiary, Inc., each restricted stock unit held by the reporting person was fully vested, canceled and converted into the right to receive $52.50 in cash.
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 02, 2026 Filed Jan 5, 2026 22:02 UTC | XPO, Inc. XPO · Entity 3242 | GrantRestricted Stock Unit · Derivative | 1,357 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-26-000011 · wk-form4_1767650537.xml · derivative · entry 3 Moshouris Irene · CIK 0001949628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,357 Underlying: Common Stock · 1,357 shares Expires not disclosed F1 · 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. F3 · derivative.exercise_date: The RSUs shall vest in full on January 4, 2027, subject to the Reporting Person's continued service as a director of the Issuer. F3 · derivative.expiration_date: The RSUs shall vest in full on January 4, 2027, subject to the Reporting Person's continued service as a director of the Issuer. Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 22:02 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionRestricted Stock Units · Derivative | 1,374 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-26-000011 · wk-form4_1767650537.xml · derivative · entry 2 Moshouris Irene · CIK 0001949628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,374 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. F1 · 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. F2 · derivative.exercise_date: The RSUs vested in full on January 2, 2026. F2 · derivative.expiration_date: The RSUs vested in full on January 2, 2026. Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 22:02 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionCommon Stock | 1,374 | $138.79 | $190,697.46 |
DisclosureSEC source: 0001166003-26-000011 · wk-form4_1767650537.xml · nonDerivative · entry 1 Moshouris Irene · CIK 0001949628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,916 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 10, 2025 Filed Feb 10, 2025 17:42 UTC | Summit Materials, Inc. SUM · Entity 16259 | Disposition to issuerRestricted Stock Units · Derivative | 2,547 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-25-001824 · dp224684_4-moshouris.xml · derivative · entry 2 Moshouris Irene · CIK 0001949628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,547 shares Expires not disclosed F1 · derivative.exercise_price: At or immediately prior to the effective time of the transactions contemplated by the Agreement and Plan of Merger, dated November 24, 2024, by and among Summit Materials, Inc., Quikrete Holdings, Inc., and Soar Subsidiary, Inc., each restricted stock unit held by the reporting person was fully vested, canceled and converted into the right to receive $52.50 in cash. F1 · price: At or immediately prior to the effective time of the transactions contemplated by the Agreement and Plan of Merger, dated November 24, 2024, by and among Summit Materials, Inc., Quikrete Holdings, Inc., and Soar Subsidiary, Inc., each restricted stock unit held by the reporting person was fully vested, canceled and converted into the right to receive $52.50 in cash. F1 · derivative.exercise_date: At or immediately prior to the effective time of the transactions contemplated by the Agreement and Plan of Merger, dated November 24, 2024, by and among Summit Materials, Inc., Quikrete Holdings, Inc., and Soar Subsidiary, Inc., each restricted stock unit held by the reporting person was fully vested, canceled and converted into the right to receive $52.50 in cash. F1 · derivative.expiration_date: At or immediately prior to the effective time of the transactions contemplated by the Agreement and Plan of Merger, dated November 24, 2024, by and among Summit Materials, Inc., Quikrete Holdings, Inc., and Soar Subsidiary, Inc., each restricted stock unit held by the reporting person was fully vested, canceled and converted into the right to receive $52.50 in cash. Read SEC document |
| February 10, 2025 Filed Feb 10, 2025 17:42 UTC | Summit Materials, Inc. SUM · Entity 16259 | Disposition to issuerRestricted Stock Units · Derivative | 3,341 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-25-001824 · dp224684_4-moshouris.xml · derivative · entry 1 Moshouris Irene · CIK 0001949628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 3,341 shares Expires not disclosed F1 · derivative.exercise_price: At or immediately prior to the effective time of the transactions contemplated by the Agreement and Plan of Merger, dated November 24, 2024, by and among Summit Materials, Inc., Quikrete Holdings, Inc., and Soar Subsidiary, Inc., each restricted stock unit held by the reporting person was fully vested, canceled and converted into the right to receive $52.50 in cash. F1 · price: At or immediately prior to the effective time of the transactions contemplated by the Agreement and Plan of Merger, dated November 24, 2024, by and among Summit Materials, Inc., Quikrete Holdings, Inc., and Soar Subsidiary, Inc., each restricted stock unit held by the reporting person was fully vested, canceled and converted into the right to receive $52.50 in cash. F1 · derivative.exercise_date: At or immediately prior to the effective time of the transactions contemplated by the Agreement and Plan of Merger, dated November 24, 2024, by and among Summit Materials, Inc., Quikrete Holdings, Inc., and Soar Subsidiary, Inc., each restricted stock unit held by the reporting person was fully vested, canceled and converted into the right to receive $52.50 in cash. F1 · derivative.expiration_date: At or immediately prior to the effective time of the transactions contemplated by the Agreement and Plan of Merger, dated November 24, 2024, by and among Summit Materials, Inc., Quikrete Holdings, Inc., and Soar Subsidiary, Inc., each restricted stock unit held by the reporting person was fully vested, canceled and converted into the right to receive $52.50 in cash. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 17:26 UTC | Summit Materials, Inc. SUM · Entity 16259 | GrantRestricted Stock Units · Derivative | 2,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-001870 · wk-form4_1737152773.xml · derivative · entry 1 Moshouris Irene · CIK 0001949628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,547 Underlying: Class A Common Stock · 2,547 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. The restricted stock units will be settled in either Class A Common Stock or cash (or a combination thereof) at the discretion of the Issuer's Human Capital and Compensation Committee. F2 · derivative.exercise_date: These restricted stock units vest on January 15, 2026. F2 · derivative.expiration_date: These restricted stock units vest on January 15, 2026. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 22:00 UTC | XPO, Inc. XPO · Entity 3242 | GrantRestricted Stock Units · Derivative | 1,374 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-25-000012 · wk-form4_1736200837.xml · derivative · entry 3 Moshouris Irene · CIK 0001949628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,374 Underlying: Common Stock · 1,374 shares Expires not disclosed F1 · 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. F3 · derivative.exercise_date: The RSUs shall vest in full on January 2, 2026, subject to the Reporting Person's continued service as a director of the Issuer. F3 · derivative.expiration_date: The RSUs shall vest in full on January 2, 2026, subject to the Reporting Person's continued service as a director of the Issuer. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 22:00 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionRestricted Stock Unit · Derivative | 2,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-25-000012 · wk-form4_1736200837.xml · derivative · entry 2 Moshouris Irene · CIK 0001949628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,160 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. F1 · 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. F2 · derivative.exercise_date: The RSUs vested in full on January 2, 2025. F2 · derivative.expiration_date: The RSUs vested in full on January 2, 2025. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 22:00 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionCommon Stock | 2,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-25-000012 · wk-form4_1736200837.xml · nonDerivative · entry 1 Moshouris Irene · CIK 0001949628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,542 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 |
| March 07, 2024 Filed Mar 8, 2024 20:25 UTC | Summit Materials, Inc. SUM · Entity 16259 | GrantRestricted Stock Units · Derivative | 3,341 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-010128 · wk-form4_1709947491.xml · derivative · entry 1 Moshouris Irene · CIK 0001949628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,341 Underlying: Class A Common Stock · 3,341 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. The restricted stock units will be settled in either Class A Common Stock or cash (or a combination thereof) at the discretion of the Issuer's Human Capital and Compensation Committee. F2 · derivative.exercise_date: These restricted stock units vest on February 28, 2025. F2 · derivative.expiration_date: These restricted stock units vest on February 28, 2025. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 21:19 UTC | XPO, Inc. XPO · Entity 3242 | GrantRestricted Stock Unit · Derivative | 2,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-24-000015 · wk-form4_1704316754.xml · derivative · entry 3 Moshouris Irene · CIK 0001949628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,160 Underlying: Common Stock · 2,160 shares Expires not disclosed F1 · 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. F3 · derivative.exercise_date: The RSUs shall vest in full on January 2, 2025, subject to the Reporting Person's continued service as a director of the Issuer. F3 · derivative.expiration_date: The RSUs shall vest in full on January 2, 2025, subject to the Reporting Person's continued service as a director of the Issuer. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 21:19 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionRestricted Stock Unit · Derivative | 5,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-24-000015 · wk-form4_1704316754.xml · derivative · entry 2 Moshouris Irene · CIK 0001949628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,480 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. F1 · 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. F2 · derivative.exercise_date: These RSUs vested in full on January 2, 2024. F2 · derivative.expiration_date: These RSUs vested in full on January 2, 2024. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 21:19 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionCommon Stock | 5,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-24-000015 · wk-form4_1704316754.xml · nonDerivative · entry 1 Moshouris Irene · CIK 0001949628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,382 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, 2023 Filed Jan 5, 2023 21:36 UTC | XPO, Inc. XPO · Entity 3242 | GrantRestricted Stock Unit · Derivative | 5,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-23-000011 · wf-form4_167295457964523.xml · derivative · entry 3 Moshouris Irene · CIK 0001949628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,480 Underlying: Common Stock, par value $0.001 per share · 5,480 shares Expires not disclosed F1 · 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. F3 · derivative.exercise_date: The RSUs shall vest in full on January 2, 2024, subject to the Reporting Person's continued service as a director of the Issuer. F3 · derivative.expiration_date: The RSUs shall vest in full on January 2, 2024, subject to the Reporting Person's continued service as a director of the Issuer. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:36 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionRestricted Stock Unit · Derivative | 902 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-23-000011 · wf-form4_167295457964523.xml · derivative · entry 2 Moshouris Irene · CIK 0001949628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.001 per share · 902 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. F1 · 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. F2 · derivative.exercise_date: The RSUs vested in full on January 3, 2023. F2 · derivative.expiration_date: The RSUs vested in full on January 3, 2023. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:36 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionCommon Stock, par value $0.001 per share | 902 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-23-000011 · wf-form4_167295457964523.xml · nonDerivative · entry 1 Moshouris Irene · CIK 0001949628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 902 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 |
| November 15, 2022 Filed Nov 18, 2022 00:27 UTC | XPO, Inc. XPO · Entity 3242 | GrantRestricted Stock Unit · Derivative | 902 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-22-000076 · wf-form4_166873121650034.xml · derivative · entry 1 Moshouris Irene · CIK 0001949628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 902 Underlying: Common Stock, par value $0.001 per share · 902 shares Expires not disclosed F1 · 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. F2 · derivative.exercise_date: The RSUs shall vest in full on January 3, 2023, 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 January 3, 2023, subject to the Reporting Person's continued service as a director of the Issuer. 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.