Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RXO, Inc.RXO · Entity 4166 | Director | January 02, 2024 | January 04, 2024 |
| XPO, Inc.XPO · Entity 3242 | Director | January 03, 2022 | January 05, 2022 |
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.
RXO, Inc.
Report date January 02, 2024 · Filed January 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,308 |
Reported balance
After 2024-01-03 transaction · row 1
1 source rowRow 1 · 2024-01-03 · Exercise / conversion · Acquired 11,537 · Balance 21,308 |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 52,076 |
Reported balance
After 2024-01-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-01-02 · Grant · Acquired 8,045 · Balance 52,076 F1: 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. F2: The RSUs shall vest in full on January 2, 2025, subject to the Reporting Person's continued service as a director of the Issuer. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 40,539 |
Reported balance
After 2024-01-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-01-03 · Exercise / conversion · Disposed 11,537 · Balance 40,539 F1: 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: The RSUs vested on January 3, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: 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: The RSUs vested on January 3, 2024.
XPO, Inc.
Report date January 03, 2022 · Filed January 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 2,538 |
Reported balance
After 2022-01-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-01-03 · Grant · Acquired 2,538 · Balance 2,538 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 shall vest in full on January 3, 2023, subject to the Reporting Person's continued service as a director of the Issuer. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 5,368 |
Reported balance
Holding disclosure · report date 2022-01-03 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 5,368 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 vested in full on January 2, 2020 and are subject to a deferral election. Shares of Common Stock will be delivered to the Reporting Person as per the terms of the deferral election. F4: Reflects previously granted RSUs with adjustments to the number of shares of Common Stock underlying such RSUs to maintain the economic value of the shares of Common Stock underlying the RSUs prior to the Issuer's spin-off of its logistics segment on August 2, 2021 (the "Spin-off"). These previously granted RSUs have the same vesting and other applicable terms and conditions as they did immediately prior to the Spin-off. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 3,952 |
Reported balance
Holding disclosure · report date 2022-01-03 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 3,952 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. F5: The RSUs vested in full on January 4, 2021 and are subject to a deferral election. Shares of Common Stock will be delivered to the Reporting Person as per the terms of the deferral election. F4: Reflects previously granted RSUs with adjustments to the number of shares of Common Stock underlying such RSUs to maintain the economic value of the shares of Common Stock underlying the RSUs prior to the Issuer's spin-off of its logistics segment on August 2, 2021 (the "Spin-off"). These previously granted RSUs have the same vesting and other applicable terms and conditions as they did immediately prior to the Spin-off. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 2,650 |
Reported balance
Holding disclosure · report date 2022-01-03 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 2,650 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. F6: The RSUs vested in full on January 3, 2022 and are subject to a deferral election. Shares of Common Stock will be delivered to the Reporting Person as per the terms of the deferral election. F4: Reflects previously granted RSUs with adjustments to the number of shares of Common Stock underlying such RSUs to maintain the economic value of the shares of Common Stock underlying the RSUs prior to the Issuer's spin-off of its logistics segment on August 2, 2021 (the "Spin-off"). These previously granted RSUs have the same vesting and other applicable terms and conditions as they did immediately prior to the Spin-off. |
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 2,881 |
Reported balance
Holding disclosure · report date 2022-01-03 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,881 |
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 shall vest in full on January 3, 2023, subject to the Reporting Person's continued service as a director of the Issuer.
F3: The RSUs vested in full on January 2, 2020 and are subject to a deferral election. Shares of Common Stock will be delivered to the Reporting Person as per the terms of the deferral election.
F4: Reflects previously granted RSUs with adjustments to the number of shares of Common Stock underlying such RSUs to maintain the economic value of the shares of Common Stock underlying the RSUs prior to the Issuer's spin-off of its logistics segment on August 2, 2021 (the "Spin-off"). These previously granted RSUs have the same vesting and other applicable terms and conditions as they did immediately prior to the Spin-off.
F5: The RSUs vested in full on January 4, 2021 and are subject to a deferral election. Shares of Common Stock will be delivered to the Reporting Person as per the terms of the deferral election.
F6: The RSUs vested in full on January 3, 2022 and are subject to a deferral election. Shares of Common Stock will be delivered to the Reporting Person as per the terms of the deferral election.
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, 2024 Filed Jan 4, 2024 21:13 UTC | RXO, Inc. RXO · Entity 4166 | Exercise / conversionRestricted Stock Unit · Derivative | 11,537 | $0.00 | $0.00 |
DisclosureSEC source: 0001929561-24-000015 · wk-form4_1704420779.xml · derivative · entry 3 DeSalva AnnaMaria · CIK 0001717049 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,539 Underlying: Common Stock · 11,537 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 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 vested on January 3, 2024. F3 · derivative.expiration_date: The RSUs vested on January 3, 2024. Read SEC document |
| January 03, 2024 Filed Jan 4, 2024 21:13 UTC | RXO, Inc. RXO · Entity 4166 | Exercise / conversionCommon Stock | 11,537 | $0.00 | $0.00 |
DisclosureSEC source: 0001929561-24-000015 · wk-form4_1704420779.xml · nonDerivative · entry 1 DeSalva AnnaMaria · CIK 0001717049 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,308 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, 2024 Filed Jan 4, 2024 21:13 UTC | RXO, Inc. RXO · Entity 4166 | GrantRestricted Stock Unit · Derivative | 8,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001929561-24-000015 · wk-form4_1704420779.xml · derivative · entry 2 DeSalva AnnaMaria · CIK 0001717049 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,076 Underlying: Common Stock · 8,045 shares Expires not disclosed F1 · 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. F2 · 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. F2 · 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 03, 2023 Filed Jan 5, 2023 16:59 UTC | RXO, Inc. RXO · Entity 4166 | GrantRestricted Stock Unit · Derivative | 11,537 | $0.00 | $0.00 |
DisclosureSEC source: 0001929561-23-000010 · wf-form4_167295592955214.xml · derivative · entry 3 DeSalva AnnaMaria · CIK 0001717049 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,031 Underlying: Common Stock · 11,537 shares Expires not disclosed F2 · 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 shall vest in full on January 3, 2024, subject to the Reporting Person's continued service as a director of the Issuer. F5 · derivative.expiration_date: The RSUs shall vest in full on January 3, 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 16:59 UTC | RXO, Inc. RXO · Entity 4166 | Exercise / conversionRestricted Stock Unit · Derivative | 6,890 | $0.00 | $0.00 |
DisclosureSEC source: 0001929561-23-000010 · wf-form4_167295592955214.xml · derivative · entry 2 DeSalva AnnaMaria · CIK 0001717049 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,494 Underlying: Common Stock · 6,890 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 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 vested in full on January 3, 2023. F3 · derivative.expiration_date: The RSUs vested in full on January 3, 2023. F4 · balance_after: On November 1, 2022, XPO completed the Distribution. This column includes all outstanding RSUs (including vested deferred and unvested RSUs) issued by the Issuer to the Reporting Person pursuant to the equitable adjustment of outstanding equity awards relating to XPO common stock in accordance with the terms of the Employee Matters Agreement, dated as of October 31, 2022, by and between XPO and the Issuer. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 16:59 UTC | RXO, Inc. RXO · Entity 4166 | Exercise / conversionCommon Stock | 6,890 | $0.00 | $0.00 |
DisclosureSEC source: 0001929561-23-000010 · wf-form4_167295592955214.xml · nonDerivative · entry 1 DeSalva AnnaMaria · CIK 0001717049 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,771 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 · balance_after: On November 1, 2022, XPO Logistics, Inc. ("XPO") completed a pro rata distribution of all of its shares of the Issuer's Common Stock, to the holders of record of XPO common stock on October 20, 2022 (the "Distribution"). The Reporting Person received a distribution from XPO of 2,881 shares of the Issuer's Common Stock. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 22:02 UTC | XPO, Inc. XPO · Entity 3242 | GrantRestricted Stock Unit · Derivative | 2,538 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-22-000009 · wf-form4_164142014520216.xml · derivative · entry 2 DeSalva AnnaMaria · CIK 0001717049 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,538 Underlying: Common Stock, par value $0.001 per share · 2,538 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 |
| January 04, 2021 Filed Jan 6, 2021 02:01 UTC | XPO, Inc. XPO · Entity 3242 | GrantRestricted Stock Unit · Derivative | 1,604 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-21-000011 · wf-form4_160989850197472.xml · derivative · entry 2 DeSalva AnnaMaria · CIK 0001717049 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,604 Underlying: Common Stock, par value $0.001 per share · 1,604 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, 2022, 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, 2022, subject to the Reporting Person's continued service as a director of the Issuer. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 22:23 UTC | XPO, Inc. XPO · Entity 3242 | GrantRestricted Stock Unit · Derivative | 2,392 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-20-000016 · wf-form4_157834940101437.xml · derivative · entry 2 DeSalva AnnaMaria · CIK 0001717049 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,392 Underlying: Common Stock, par value $0.001 per share · 2,392 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 on January 4, 2021, subject to the Reporting Person's continued service as a director of the Issuer. F2 · derivative.expiration_date: The RSUs shall vest on January 4, 2021, subject to the Reporting Person's continued service as a director of the Issuer. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 22:02 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionRestricted Stock Unit · Derivative | 2,071 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-19-000008 · wf-form4_154663930685732.xml · derivative · entry 3 DeSalva AnnaMaria · CIK 0001717049 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.001 per share · 2,071 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. F3 · derivative.exercise_date: The RSUs vested in full on January 2, 2019. F3 · derivative.expiration_date: The RSUs vested in full on January 2, 2019. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 22:02 UTC | XPO, Inc. XPO · Entity 3242 | GrantRestricted Stock Unit · Derivative | 3,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-19-000008 · wf-form4_154663930685732.xml · derivative · entry 2 DeSalva AnnaMaria · CIK 0001717049 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,249 Underlying: Common Stock, par value $0.001 per share · 3,249 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 on January 2, 2020, subject to the Reporting Person's continued service as a director of the Issuer. F2 · derivative.expiration_date: The RSUs shall vest on January 2, 2020, subject to the Reporting Person's continued service as a director of the Issuer. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 22:02 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionCommon Stock, par value $0.001 per share | 2,071 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-19-000008 · wf-form4_154663930685732.xml · nonDerivative · entry 1 DeSalva AnnaMaria · CIK 0001717049 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,881 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 02:10 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionRestricted Stock Unit · Derivative | 810 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-18-000014 · wf-form4_151503184364936.xml · derivative · entry 2 DeSalva AnnaMaria · CIK 0001717049 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.001 per share · 810 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, 2018. F2 · derivative.expiration_date: The RSUs vested in full on January 3, 2018. Read SEC document |
| January 03, 2018 Filed Jan 4, 2018 02:10 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionCommon Stock, par value $0.001 per share | 810 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-18-000014 · wf-form4_151503184364936.xml · nonDerivative · entry 1 DeSalva AnnaMaria · CIK 0001717049 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 810 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 02:10 UTC | XPO, Inc. XPO · Entity 3242 | GrantRestricted Stock Unit · Derivative | 2,071 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-18-000014 · wf-form4_151503184364936.xml · derivative · entry 3 DeSalva AnnaMaria · CIK 0001717049 · 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 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 on January 2, 2019, subject to the Reporting Person's continued service as a director of the Issuer. F3 · 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 |
| September 19, 2017 Filed Sep 20, 2017 21:23 UTC | XPO, Inc. XPO · Entity 3242 | GrantRestricted Stock Unit · Derivative | 810 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-17-000032 · wf-form4_150594256921724.xml · derivative · entry 1 DeSalva AnnaMaria · CIK 0001717049 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 810 Underlying: Common Stock, par value $0.001 per share · 810 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 on January 3, 2018, subject to the Reporting Person's continued service as a director of the Issuer. F2 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.