GATX CORP senior vice president and chief commercial officer Robert Zmudka exercised a 2022 nonqualified stock option for 5,200 shares on February 20, 2026, converting it into common stock at $103.1500 per share. He then executed an open-market sale of 5,200 common shares at a weighted average price of $192.6108 per share, with individual sale prices ranging from $192.5300 to $192.6300. Following these transactions, he directly owns 7,493 common shares and indirectly holds 414 shares through a 401(k) plan.
GATX CORP executive Brian L. Glassberg, EVP, General Counsel & Secretary, reported two transactions in common stock. He received a grant of 2,790 shares at no cost, and 1,236 shares were disposed of at $192.825 per share to cover tax obligations, leaving him with 7,041 shares held directly.
GATX CORP executive Kimberley Nero reported mixed equity transactions involving company common stock. Nero received a grant or award acquisition of 2,913 shares of common stock on February 18, 2026, at a stated price of $0.0000 per share, increasing directly held shares to 5,594.
On the same date, 1,291 shares were disposed of in a tax-withholding transaction at $192.8250 per share to cover exercise price or tax liabilities, leaving 4,303 directly owned shares after this disposition. The filing reflects routine equity compensation and related tax withholding activity by the EVP & Chief HR Officer.
GATX Corporation filed its annual report describing a global railcar and engine leasing business with total assets of $18.0 billion as of December 31, 2025. The company owns or manages about 156,000 railcars across North America, Europe, and India, plus locomotive and tank container fleets and aircraft spare engines.
A major development was the GABX joint venture with Brookfield to acquire approximately 101,000 railcars from Wells Fargo for about $4.2 billion. GATX initially owns 30% of GABX, contributed $385.3 million of equity, and GABX entered a $2.96 billion term loan that GATX guarantees. GATX also agreed to buy roughly 200 locomotives for $30.4 million. The report details diversified customers, long-term supply agreements for new railcars, growing international operations, human capital and safety initiatives, and extensive risk disclosures including demand cycles, competition, environmental regulation, climate and cybersecurity risks, and execution risks around the Wells Fargo rail acquisition and GABX structure.
GATX Corporation reported significantly stronger 2025 results and stepped up capital returns to shareholders. Fourth‑quarter 2025 net income was $97.0 million, or $2.66 per diluted share, up from $76.5 million, or $2.10, a year earlier. Full‑year 2025 net income rose to $333.3 million, or $9.12 per diluted share, compared with $284.2 million, or $7.78, in 2024. Earnings per share excluding tax adjustments and other items grew to $8.75 from $7.89, and return on equity reached 12.8%.
On February 18, 2026, the board increased the quarterly dividend 8.2% to $0.66 per share and approved a new $300 million share repurchase authorization. GATX completed a joint‑venture acquisition of approximately 101,000 Wells Fargo railcars for about $4.2 billion and invested $1.3 billion in 2025, while maintaining very high railcar utilization and issuing 2026 earnings guidance of $9.50–$10.10 per diluted share.
GATX Corporation director Adam L. Stanley reported an automatic acquisition of 27 shares of phantom stock/restricted stock units on February 2, 2026 at $180.665 per share equivalent. After this transaction, he beneficially owns 8,640 common-stock-equivalent shares in direct form.
The 27 units were credited through the dividend reinvestment feature of GATX’s Directors' Phantom Stock Plan and Directors' Voluntary Deferred Fee Plan. Each phantom stock/RSU represents the right to receive one share of GATX common stock, generally payable in stock after Stanley’s service on the board ends.
GATX Corporation director Anne L. Arvia reported an automatic award of additional equity-linked compensation. On February 2, 2026, she acquired 114 shares of common stock-equivalent phantom stock/RSUs at a reference price of $180.665 per share through the company’s dividend reinvestment feature.
These units were credited under GATX’s Directors’ Phantom Stock Plan and Directors’ Voluntary Deferred Fee Plan and increase her beneficial holdings to 33,303 common shares-equivalent. Each phantom share or RSU is generally settled in GATX common stock on a deferred basis when she leaves the board, aligning director compensation with long-term shareholder interests.