FedEx Freight Holding Company, Inc. describes itself as the largest North American less‑than‑truckload freight carrier, with approximately 40,000 employees, over 365 locations, nearly 30,000 vehicles and more than 26,000 service center doors serving 98% of U.S. ZIP Codes plus Canada and Mexico.
On June 1, 2026 FedEx completed a Spin‑Off, distributing 80.1% of FedEx Freight’s common stock to FedEx stockholders, and the company’s shares now trade on the NYSE under the symbol FDXF. As of August 3, 2026, 149,518,133 shares of common stock were outstanding. The company also changed its fiscal year‑end to December 31.
FedEx Freight highlights a dual‑service LTL model (Priority and Economy), proprietary digital platforms such as LTL Select, and extensive use of data, AI and route optimization to improve efficiency. Key risks center on macroeconomic cycles, fuel prices, intense competition, regulation, technology and cybersecurity threats, climate and weather events, and tax and operational uncertainties related to the Spin‑Off.
Vanguard Capital Management reported beneficial ownership of 8,194,621 shares of Fedex Freight Holding Co Inc common stock on a Schedule 13G. This represents 5.5% of the outstanding class as of the reporting date.
Vanguard has sole voting power over 1,134,799 shares and sole dispositive power over all 8,194,621 shares, with no shared voting or dispositive power. The holdings reflect securities beneficially owned or deemed beneficially owned by Vanguard Capital Management and specified affiliated entities and funds. No other individual person's interest in these securities exceeds 5% of the class.
BlackRock, Inc. reports beneficial ownership of common stock of FEDEX FREIGHT HOLDING COMPANY INC. BlackRock’s reporting business units beneficially own 8,346,293 shares of common stock, representing 7.0% of the class as of June 30, 2026.
BlackRock has sole voting power over 7,754,822 shares and sole dispositive power over 8,346,293 shares, with no shared voting or dispositive power. Various underlying clients have rights to dividends and sale proceeds, but no single client holds more than five percent of the outstanding common shares.
FedEx Freight Holding Company, Inc. reported that SVP-Chief Accounting Officer Erwin Guy M II received equity compensation awards on June 29, 2026, recorded as acquisitions of common stock tied to RSU grants of 6,012 and 1,603 units. An amended insider report was filed solely to correct the number of RSUs previously disclosed under the TY26-CY28 long-term equity-based incentive program, after an administrative allocation error between RSUs and performance stock units. These RSUs vest in three installments between 2027 and 2029, and each unit represents one share of common stock upon vesting and does not accrue dividend equivalent rights.
FedEx Freight Holding Company, Inc. reported that EVP - CHRLO Clement E. Klank III received two equity awards of common stock on June 29, 2026: grants covering 1,670 and 1,837 shares, at a price of $0.0000 per share as compensation grants rather than market purchases. Footnotes explain these awards are restricted stock units (RSUs), with vesting schedules that include full vesting on May 15, 2027 and ratable vesting on May 15, 2027, March 31, 2028, and February 15, 2029, and that the RSUs do not accrue dividend equivalent rights. A footnote also notes a prior overstatement of beneficial ownership by one share due to a conversion miscalculation. After these transactions, Klank directly holds 8,535 shares of FedEx Freight common stock.
FedEx Freight Holding Company, Inc. director John P. Sauerland reported equity-based compensation rather than open-market trading. He acquired 1,169 shares of common stock issued in lieu of annual retainer fees and received a grant of 734 restricted stock units that vest at the next annual stockholder meeting.
FedEx Freight Holding Company, Inc. reported that SVP-Chief Accounting Officer Guy M. Erwin II acquired 801 and 6,012 shares of common stock on June 29, 2026 through stock-based awards in the form of restricted stock units that vest in three installments over future dates. After these grants, he directly holds 8,552 common shares.
FedEx Freight Holding Company, Inc. executive vice president and chief financial officer Witt Marshall reported two equity compensation grants. He acquired 1,954 shares of common stock as a grant of restricted stock units (RSUs) that fully vest on May 15, 2027. He also acquired 1,670 RSU-linked shares that vest in three installments on May 15, 2027, March 31, 2028, and February 15, 2029. These awards increased his directly held common stock reported in this filing.
FedEx Freight Holding Company, Inc. executive vice president and chief operating officer Clinton D. McCoy reported stock-based compensation awards rather than open-market purchases. On June 29, 2026, he received grants totaling 3,507 restricted stock units (RSUs) of common stock.
One grant covers 1,837 RSUs that fully vest on May 15, 2027. A second grant covers 1,670 RSUs that vest in three installments on May 15, 2027, March 31, 2028, and February 15, 2029. Each RSU converts into one share upon vesting. Following these awards, reported direct holdings for the two line items were 5,277 and 3,440 shares of common stock.
Lyons Michael B reported acquisition or exercise transactions in this Form 4 filing.
FedEx Freight Holding Company, Inc. executive vice president and chief commercial officer Michael B. Lyons reported two equity compensation grants in the form of restricted stock units (RSUs). Each grant covers 1,670 RSUs of common stock at no cash cost to him.
One RSU award fully vests on May 15, 2027, while the second vests in three installments on May 15, 2027, March 31, 2028, and February 15, 2029. Following these grants, the filing shows direct holdings of 3,920 shares and 2,250 shares in the respective award lines.