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GXO Logistics, Inc. reported that Chief Executive Officer Patrick Michael Kelleher acquired 22,283 Restricted Stock Units as a grant on March 1, 2026. Each RSU represents the right to receive either one share of GXO common stock or a cash payment equal to its fair market value. These RSUs vest in three equal annual installments on March 1, 2027, March 1, 2028, and March 1, 2029, conditioned on his continued employment with GXO.
GXO Logistics Chief Legal Officer Karlis Kirsis reported two equity awards in the form of Restricted Stock Units (RSUs). On March 1, 2026, he acquired 12,852 RSUs that were earned from Performance Share Units granted in 2023, after performance criteria were certified. These PSUs converted to time-based RSUs that will vest on January 15, 2027, subject to his continued employment. He also received a separate grant of 10,346 RSUs that will vest in three equal annual installments on March 1, 2027, March 1, 2028, and March 1, 2029, also contingent on continued employment. Each RSU represents a right to receive either one share of GXO common stock or a cash payment equal to its fair market value.
GXO Logistics, Inc. reported that Chief Accounting Officer Paul Blanchett acquired 4,944 Restricted Stock Units as equity compensation. These units were earned from Performance Share Units granted on March 7, 2023, after performance criteria were certified as achieved effective March 1, 2026. The earned PSUs converted into time-based RSUs that are scheduled to vest on January 15, 2027, contingent on his continued employment with GXO. Each RSU represents either one share of GXO common stock or an equivalent cash payment based on its fair market value.
GXO Logistics, Inc. reported that Chief Commercial Officer Karen Bellum Bomber acquired 3,979 Restricted Stock Units on March 1, 2026 as a compensation award. Each RSU represents a right to receive one share of GXO common stock or a cash payment equal to its fair market value. These RSUs vest in three equal annual installments on March 1, 2027, March 1, 2028, and March 1, 2029, contingent on her continued employment.
Beeks Bart Johan reported acquisition or exercise transactions in this Form 4 filing.
GXO Logistics, Inc. Chief Operating Officer Bart Johan Beeks reported an equity compensation grant of 5,969 Restricted Stock Units (RSUs) on March 1, 2026. The RSUs were awarded at a price of $0.00 per unit as part of his compensation, bringing his direct RSU holdings to 5,969 units.
Each RSU represents a contingent right to receive either one share of GXO common stock or a cash payment equal to the fair market value of one share. The award vests in three equal annual installments on March 1, 2027, March 1, 2028, and March 1, 2029, subject to his continued employment with GXO.
GXO Logistics Chief Financial Officer Oran Baris reported an acquisition of 24,916 Restricted Stock Units. These RSUs were earned from Performance Share Units granted on March 7, 2023, after performance criteria were certified effective March 1, 2026. The earned PSUs converted into time-based RSUs that are scheduled to vest on January 15, 2027, contingent on Baris’s continued employment. Each RSU represents the right to receive one share of GXO common stock or an equivalent cash amount.
GXO Logistics Chief Communications Officer Elizabeth Fogarty reported awards of restricted stock units (RSUs). On March 1, 2026 she acquired 5,933 RSUs tied to performance share units granted in 2023 that were earned based on certified performance and converted to time-based RSUs vesting on January 15, 2027. She also received a separate grant of 5,969 RSUs that will vest in three equal annual installments on March 1, 2027, March 1, 2028, and March 1, 2029, in each case contingent on continued employment.
Refsgaard Corinna reported acquisition or exercise transactions in this Form 4 filing.
GXO Logistics reported that Chief Human Resources Officer Corinna Refsgaard received a grant of 7,958 Restricted Stock Units on March 1, 2026. Each RSU represents either one share of GXO common stock or a cash amount equal to its fair market value. These RSUs vest in three equal annual installments on March 1, 2027, March 1, 2028, and March 1, 2029, contingent on her continued employment with GXO.
GXO Logistics reported 2025 revenue of $13.2 billion, up 13% from 2024, driven by the Wincanton acquisition, new customer contracts and favorable currency movements. Direct operating expenses rose to $11.2 billion, reflecting higher labor costs and added scale.
Operating income increased to $245 million, but net income dropped to $36 million from $138 million, mainly due to higher interest expense, foreign‑exchange losses and a $65 million regulatory charge plus a $34 million divestiture loss. GXO ended the year with $854 million in cash and $794 million of undrawn revolver capacity.
The company operates 1,043 facilities totaling about 221 million square feet and employs roughly 154,000 people across 26 countries. Management highlights heavy use of automation, AI and predictive analytics, while also disclosing extensive risk factors around competition, labor costs, regulation, cybersecurity and integration of the Wincanton acquisition.
GXO Logistics’ institutional holders report an 11.7% stake in the company’s common stock. As of 12/31/2025, Orbis Investment Management Limited, Allan Gray Australia Pty Ltd, and Orbis Investment Management (U.S.), L.P. together beneficially owned 13,424,844 GXO shares.
The firms report sole voting and dispositive power over their respective holdings, with Orbis Investment Management Limited accounting for most of the position. They state the shares are held in the ordinary course of business, not for changing or influencing control of GXO, and they file on a passive Schedule 13G basis.