FedEx Freight Holding Company, Inc. director Amy J. Salcido received equity compensation in the form of common stock and restricted stock units. On this date, she acquired 1,169 shares of common stock issued in lieu of annual retainer fees, with no cash price per share. She also received 367 restricted stock units that will fully vest on the date of the next annual stockholder meeting, each convertible into one share of common stock upon vesting. Following these awards, she directly holds 1,536 shares of common stock and has 367 RSUs outstanding. These transactions reflect board compensation grants rather than open-market buying or selling.
Smith Samantha M reported acquisition or exercise transactions in this Form 4 filing.
FedEx Freight Holding Company, Inc. director Samantha M. Smith reported equity compensation awards rather than open-market trades. On June 29, 2026, she received 1,169 shares of common stock issued in lieu of annual retainer fees and 367 restricted stock units (RSUs) that vest at the next annual stockholder meeting.
Both awards were granted at a stated price of $0.00 per share, reflecting non-cash director compensation. After these awards, Smith holds 85,327 common shares directly, plus 162,481 shares indirectly through a Family Holding Company and 39,705 shares indirectly through Family Trusts.
FedEx Freight Holding Company, Inc. updated its executive pay programs around its June 1, 2026 spin-off. The board’s Human Resources and Compensation Committee approved a transition-year 2026 annual cash incentive plan based solely on adjusted consolidated operating income, with payouts ranging from zero to 200% of target. CEO John A. Smith has a target payout equal to 175% of prorated base salary, while other named executives have 100% targets.
The committee also adopted a TY26–CY28 long‑term incentive program running through December 31, 2028, split between performance stock units tied to aggregate adjusted free cash flow and earnings per share, and time‑vested restricted stock units. It granted one‑time spin‑off bonuses, including cash awards and RSUs that vest in 2027, and clarified how PSUs and RSUs will vest or be forfeited upon retirement, death, disability, or other termination, with an age‑plus‑service formula determining retirement eligibility.
FedEx Freight Holding Company, Inc. reported segmented results for the fourth quarter and full fiscal year ended May 31, 2026, together with its first standalone guidance after completing its spin-off from FedEx Corporation and beginning trading as an independent company on June 1, 2026.
Fourth quarter revenue was $2.4 billion, up 4.8% from the prior year, driven mainly by fuel surcharges and higher weight per shipment. Operating income was $158 million, down 66.9%, while adjusted operating income was $363 million, down 23.9%. Operating margin was 6.6% and adjusted operating margin was 15.1%. Revenue per shipment rose 11.5% to $415.22, but average daily shipments fell 5.9%.
For full fiscal 2026, revenue was $8.8 billion, a 1.1% decline. Operating income fell to $616 million, down 58.6%, and adjusted operating income was $1.1 billion, down 25.6%, reflecting spin-off costs and higher expenses. Effective June 1, 2026, the company changed its fiscal year-end from May 31 to December 31.
For the seven-month Transition Period ending December 31, 2026, FedEx Freight forecasts 4%–6% revenue growth versus $5.1 billion for the seven months ended December 31, 2025, operating income of $475 million to $515 million, and adjusted operating income of $605 million to $645 million. It projects operating margin of 9.0%–9.5% and adjusted operating margin of 11.5%–12.0%. Diluted EPS is expected to be $1.75 to $1.95 before mark-to-market retirement plan accounting adjustments and $2.40 to $2.60 after also excluding estimated spin-off costs, based on an assumed share count of 149.5 million.
FedEx Freight Holding Company, Inc. director Samantha M. Smith reported acquisitions of common stock and stock options on June 1, 2026, tied to the spin-off from FedEx Corporation. Existing FedEx equity awards were converted into equivalent positions in FedEx Freight.
The filing shows common stock
FedEx Freight Holding Company, Inc. director Robert A. King reported equity awards tied to the company’s spin-off from FedEx. On June 1, 2026, he acquired 8,189 shares of common stock, representing FedEx Corporation shares converted into FedEx Freight common stock in the spin-off.
He was also granted fully vested stock options over 1,978, 5,327, and 9,590 shares of FedEx Freight common stock at exercise prices of $91.45, $117.35, and $104.27 per share, respectively. These options were converted from existing FedEx options and are reported as directly owned, with no open-market purchases or sales.
FedEx Freight Holding Company, Inc. director Stephen E. Gorman reported receiving 2,650 shares of Common Stock on June 1, 2026. The Form 4 classifies this as a grant or other acquisition with a reported price of $0.00 per share, indicating a non-cash event. A footnote explains these shares represent FedEx Corporation common stock that was converted into FedEx Freight Holding Company, Inc. common stock in connection with the spin-off of the issuer from FedEx. After this transaction, Gorman directly holds 2,650 shares of the company’s common stock.
FedEx Freight Holding Company, Inc. director R. Brad Martin reported a series of equity award acquisitions in connection with the spin-off of the issuer from FedEx Corporation. The filing shows common stock awards to Martin directly and to related entities, including family trusts, a family foundation, GRATs and his spouse, with no cash paid for the shares.
The awards also include stock options to buy FedEx Freight common stock that were converted from existing FedEx options, with exercise prices between $58.40 and $94.36 per share and expirations from 2030 through 2035. Some options are fully vested and exercisable, while others vest ratably over four years and are first exercisable one year after the original FedEx grant date.
FedEx Freight Holding Company, Inc. reported that SVP–Chief Accounting Officer Erwin Guy M II acquired 1,739 shares of common stock on June 1, 2026 as a stock award. The award was reported at a price of $0.00 per share, reflecting a compensation-related grant rather than a market purchase.
The filing also shows multiple stock option awards that represent FedEx Corporation equity awards converted into FedEx Freight awards in connection with the spin-off. These options cover thousands of shares at exercise prices between about $88 and $116, with expiration dates from 2032 to 2035, and provide long-term equity incentives.
FedEx Freight Holding Company EVP and CFO Witt Marshall reported compensation-related equity awards. He received 986 shares of common stock and 4,614 stock options with a $93.56 exercise price. Footnotes explain these were FedEx equity awards converted into FedEx Freight awards in connection with the spin-off, vesting over four years.