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QXO, Inc. (QXO) interim CAO reports stock and RSU holdings

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

QXO, Inc. interim chief accounting officer Madeline Otero filed an initial Form 3, disclosing her equity holdings in the company. She directly holds 868 shares of common stock. She also holds several grants of restricted stock units, each representing a contingent right to receive one share of QXO common stock upon settlement.

According to the disclosure, these RSU awards cover blocks of common stock, including 4,484 and 4,444 underlying shares, with vesting beginning on February 18 and February 20, 2027, subject to her continued service. Additional RSU awards covering 3,394, 2,969, 1,980 and 768 underlying shares vest in full or in installments between February 2027 and February 2029.

Positive

  • None.

Negative

  • None.
Insider OTERO MADELINE
Role Interim CAO
Type Security Shares Price Value
holding Restricted Stock Units -- -- --
holding Restricted Stock Units -- -- --
holding Restricted Stock Units -- -- --
holding Restricted Stock Units -- -- --
holding Restricted Stock Units -- -- --
holding Restricted Stock Units -- -- --
holding Common Stock, $0.00001 par value -- -- --
Holdings After Transaction: Restricted Stock Units — 768 shares (Direct, null); Common Stock, $0.00001 par value — 868 shares (Direct, null)
Footnotes (1)
  1. The restricted stock units ("RSUs") vest in full on February 20, 2027, subject to the Reporting Person's continued service. Each RSU represents a contingent right to receive, upon settlement, one share of QXO Common Stock. The RSUs vest in two equal annual installments commencing on February 18, 2027, subject to the Reporting Person's continued service. The RSUs vest in three equal annual installments commencing on February 17, 2027, subject to the Reporting Person's continued service. The RSUs vest in full on February 20, 2027, subject to the Reporting Person's continued service. The RSUs vest in full on February 18, 2028, subject to the Reporting Person's continued service. The RSUs vest in full on February 17, 2029, subject to the Reporting Person's continued service.
Direct common shares 868 shares Common Stock, $0.00001 par value, held directly
RSU block 1 underlying shares 4,484 shares Restricted Stock Units convertible into QXO common stock
RSU block 2 underlying shares 4,444 shares Restricted Stock Units convertible into QXO common stock
RSU block 3 underlying shares 3,394 shares Restricted Stock Units convertible into QXO common stock
RSU block 4 underlying shares 2,969 shares Restricted Stock Units convertible into QXO common stock
RSU block 5 underlying shares 1,980 shares Restricted Stock Units convertible into QXO common stock
RSU block 6 underlying shares 768 shares Restricted Stock Units convertible into QXO common stock
Key vesting date February 20, 2027 Certain RSUs vest in full on this date, subject to continued service
Restricted Stock Units financial
"The restricted stock units ("RSUs") vest in full on February 20, 2027, subject to the Reporting Person's continued service."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
RSUs financial
"Each RSU represents a contingent right to receive, upon settlement, one share of QXO Common Stock."
RSUs, or restricted stock units, are a form of company shares given to employees as part of their compensation. They are typically awarded with certain restrictions, such as a waiting period before they can be fully owned or sold, similar to earning a gift that becomes fully yours over time. For investors, RSUs can impact a company's stock offerings and reflect how much the company relies on stock-based incentives to attract and retain talent.
contingent right financial
"Each RSU represents a contingent right to receive, upon settlement, one share of QXO Common Stock."
continued service financial
"The RSUs vest in two equal annual installments commencing on February 18, 2027, subject to the Reporting Person's continued service."
Form 3 regulatory
"INSIDER FILING DATA (Form 3):"
Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.
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SEC Form 3
FORM 3UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0104
Estimated average burden
hours per response:0.5
1. Name and Address of Reporting Person*
OTERO MADELINE

(Last)(First)(Middle)
C/O QXO, INC.
FIVE AMERICAN LANE

(Street)
GREENWICH CONNECTICUT 06831

(City)(State)(Zip)

UNITED STATES

(Country)
2. Date of Event Requiring Statement (Month/Day/Year)
07/01/2026
3. Issuer Name and Ticker or Trading Symbol
QXO, Inc. [ QXO ]
3a. Foreign Trading Symbol
5. If Amendment, Date of Original Filed (Month/Day/Year)
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Interim CAO
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock, $0.00001 par value868D
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year)3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock Units (1) (1)Common Stock768(2)D
Restricted Stock Units (3) (3)Common Stock1,980(2)D
Restricted Stock Units (4) (4)Common Stock2,969(2)D
Restricted Stock Units (5) (5)Common Stock3,394(2)D
Restricted Stock Units (6) (6)Common Stock4,444(2)D
Restricted Stock Units (7) (7)Common Stock4,484(2)D
Explanation of Responses:
1. The restricted stock units ("RSUs") vest in full on February 20, 2027, subject to the Reporting Person's continued service.
2. Each RSU represents a contingent right to receive, upon settlement, one share of QXO Common Stock.
3. The RSUs vest in two equal annual installments commencing on February 18, 2027, subject to the Reporting Person's continued service.
4. The RSUs vest in three equal annual installments commencing on February 17, 2027, subject to the Reporting Person's continued service.
5. The RSUs vest in full on February 20, 2027, subject to the Reporting Person's continued service.
6. The RSUs vest in full on February 18, 2028, subject to the Reporting Person's continued service.
7. The RSUs vest in full on February 17, 2029, subject to the Reporting Person's continued service.
Remarks:
See Exhibit 24, Power of Attorney, attached.
/s/ Christopher Signorello, as Attorney-in-fact07/02/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)

FAQ

What does the QXO (QXO) Form 3 filing by Madeline Otero show?

The Form 3 shows interim CAO Madeline Otero’s initial ownership in QXO, Inc., including 868 common shares held directly and several restricted stock unit awards that each convert into one share of QXO common stock upon settlement, subject to their individual vesting schedules.

How many QXO (QXO) common shares does Madeline Otero directly hold?

Madeline Otero directly holds 868 shares of QXO common stock. This figure reflects her reported direct ownership as of the Form 3 filing date and sits alongside additional equity exposure through multiple restricted stock unit grants tied to future vesting dates.

What restricted stock unit awards are reported for QXO interim CAO Madeline Otero?

The filing lists several restricted stock unit (RSU) awards, including blocks tied to 4,484 and 4,444 underlying QXO common shares, plus further awards of 3,394, 2,969, 1,980 and 768 underlying shares, each converting one-for-one into QXO stock when they settle.

When do Madeline Otero’s QXO restricted stock units vest?

The RSUs vest on specific future dates, including February 20, 2027; February 18, 2027; and February 17, 2029. Some grants vest in full on a single date, while others vest in equal annual installments, all conditioned on her continued service with QXO.

What conditions apply to the QXO (QXO) RSUs held by Madeline Otero?

Each RSU represents a contingent right to receive one share of QXO common stock upon settlement. The footnotes state the units vest only if Madeline Otero continues serving the company through the specified vesting dates between February 2027 and February 2029.