Gatx Corp SEC Filings

GATX Corporation director reported an acquisition of 154 shares credited as RSUs on 11/03/2025 at $157.515 under the Directors' Voluntary Deferred Fee Plan. Following this transaction, the reporting person beneficially owned 3,324 shares, held directly. The 154 RSUs include 11 from the plan’s dividend reinvestment feature and 142 from deferring the annual cash retainer and other fees; each RSU represents one share upon settlement after board service ends.

GATX Corp reported a Form 4 showing director Shelley J. Bausch acquired 153 RSUs on 11/03/2025 under the Amended and Restated Directors' Voluntary Deferred Fee Plan. Each RSU represents one share of common stock upon settlement, generally payable on a deferred basis at the director’s election upon termination of board service.

The award includes 11 RSUs from the plan’s dividend reinvestment feature and 142 RSUs from the director’s election to defer the annual cash retainer and other cash fees into RSUs. The filing lists a price of $157.515 and shows 3,169 shares beneficially owned following the transaction, held directly.

GATX (GATX) reported an insider equity change for director James B. Ream. On 11/03/2025, he acquired 150 phantom stock/RSUs via the dividend reinvestment feature of the company’s Directors’ Phantom Stock Plan and Deferred Fee Plan at an equivalent price of $157.515 per unit. Each unit represents the right to receive one share of common stock upon settlement, generally payable after his board service ends. Following this transaction, his beneficial ownership is listed as 48,250 shares (direct).

GATX Corporation (GATX) reported a Form 4 for director Paul G. Yovovich. On 11/03/2025, he was credited 121 shares of phantom stock/RSUs via the dividend reinvestment feature of the Directors' Phantom Stock Plan and the Directors' Voluntary Deferred Fee Plan at a price of $157.515.

Each phantom share/RSU represents the right to receive one share of common stock upon settlement, generally payable on a deferred basis following the director’s termination of board service. Following the transaction, beneficial ownership is 41,295 shares (direct).

GATX (GATX): Director transaction reported. Director Diane M. Aigotti acquired 66 shares of phantom stock/RSUs on 11/03/2025, credited under GATX’s Directors’ Phantom Stock Plan and Directors’ Voluntary Deferred Fee Plan via their dividend reinvestment feature at a reported price of $157.515. Following this, she beneficially owns 18,963 shares (direct).

Each phantom stock/RSU represents the right to receive one share of GATX common stock upon settlement, which is generally payable in common stock on a deferred basis at the reporting person’s election upon termination of service on the board.

GATX Corporation (GATX) disclosed a routine insider transaction by Director Adam L. Stanley. On 11/03/2025, he acquired 26 shares of phantom stock/RSUs via the dividend reinvestment feature of the company’s Directors’ Phantom Stock Plan and Deferred Fee Plan at a reported price of $157.515 per share.

Each phantom stock/RSU represents the right to receive one share of common stock upon settlement, generally payable on a deferred basis at the reporting person’s election upon termination of board service. Following this credit, the filing lists 8,613 securities beneficially owned on a direct basis.

GATX Corporation (GATX) director Anne L. Arvia reported an acquisition of 111 shares of phantom stock/RSUs on 11/03/2025, shown at a price of $157.515. These credits were made via the dividend reinvestment feature of the company’s Directors' Phantom Stock Plan and the Directors' Voluntary Deferred Fee Plan. Each phantom share represents the right to receive one share of common stock upon settlement, generally payable on a deferred basis at the director’s termination of board service. Following the transaction, 33,188 shares were beneficially owned, reported as Direct (D).

GATX Corporation reported third‑quarter results and detailed progress on pending growth transactions. Q3 revenue was $439.3 million, up from $405.4 million, with net income of $82.2 million and diluted EPS of $2.25. Year to date, revenue reached $1.291 billion and net income $236.3 million (EPS $6.46).

Rail North America delivered higher lease revenue on stronger rates, offset by increased maintenance and interest expense and lower gains on asset sales; utilization was 98.9% and the Lease Price Index renewal rate change was +22.8%. Operating cash flow rose to $503.8 million for the first nine months, ending cash was $696.4 million, and recourse debt was $8.751 billion.

The company signed a definitive agreement to acquire about 105,000 railcars from Wells Fargo for $4.4 billion via a joint venture with Brookfield (GATX initial 30%/Brookfield 70%), with an option for GATX to acquire up to 100% over time; GATX will also purchase approximately 223 locomotives. HSR, EU, and Canadian competition clearances were obtained; closing is anticipated in the first quarter of 2026, subject to remaining approvals and customary conditions. There were 35.7 million common shares outstanding as of September 30, 2025.

GATX Corporation entered into an underwriting agreement to sell $200,000,000 of 5.500% Senior Notes due 2035 and $200,000,000 of 6.050% Senior Notes due 2054 under its shelf registration. The 2035 Notes will form a single series with the $500,000,000 issued on February 6, 2025, bringing the total 2035 Notes outstanding to $700,000,000. The 2054 Notes will form a single series with the $400,000,000 issued on June 5, 2024 and the $300,000,000 issued on February 6, 2025, bringing the total 2054 Notes outstanding to $900,000,000.

The Notes were issued under GATX’s 2008 indenture with U.S. Bank Trust Company, N.A., and were delivered against payment on October 24, 2025, creating a direct financial obligation. BofA Securities, Citigroup, and Morgan Stanley acted as representatives of the underwriters.