RXO executive reports initial stock and RSU holdings
RXO, Inc. insider Daniel S. Morris, the Chief Accounting Officer, filed an initial ownership report showing his existing equity stake.
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Form Type
3
Rhea-AI Filing Summary
RXO, Inc. insider Daniel S. Morris, the Chief Accounting Officer, filed an initial ownership report showing his existing equity stake. He holds 9,715 shares of Common Stock directly and 10,250 Restricted Stock Units (RSUs) tied to Common Stock.
Of these RSUs, 9,096 vest in three equal annual installments on the first, second and third anniversaries of their grant dates, generally contingent on continued employment, and 1,154 RSUs are scheduled to vest on March 22, 2027. Each RSU represents a contingent right to receive either one share of Common Stock or a cash payment equal to the fair market value of one share upon settlement.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Morris Daniel S.
Role
Chief Accounting Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Restricted Stock Unit | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Restricted Stock Unit — 10,250 contracts (Direct);
Common Stock — 9,715 shares (Direct)
Footnotes (2)
- F1. Includes 9,096 RSUs that vest in three equal annual installments on the first, second and third anniversaries of the grant date, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date. 811 RSUs were granted on March 22, 2024, 1,546 RSUs were granted on February 28, 2025 and 6,739 RSUs were granted on February 24, 2026. Also includes 1,154 RSUs which will vest on March 22, 2027, generally subject to the Reporting Person's continued employment with the Issuer through such date.
- F2. Each RSU represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.
Key Figures
Common stock held: 9,715 shares
Restricted Stock Units: 10,250 RSUs
RSUs vesting over three years: 9,096 RSUs
+5 more
8 metrics
Common stock held
9,715 shares
Direct ownership as reported on Form 3
Restricted Stock Units
10,250 RSUs
RSUs linked to RXO common stock
RSUs vesting over three years
9,096 RSUs
Vest in three equal annual installments
RSUs granted 03/22/2024
811 RSUs
Part of 9,096 RSUs vesting annually
RSUs granted 02/28/2025
1,546 RSUs
Part of 9,096 RSUs vesting annually
RSUs granted 02/24/2026
6,739 RSUs
Part of 9,096 RSUs vesting annually
RSUs vesting 03/22/2027
1,154 RSUs
Single vesting date, employment-contingent
Underlying shares for RSUs
10,250 shares
Common stock underlying Restricted Stock Units
Key Terms
Restricted Stock Unit, RSUs, contingent right, fair market value
4 terms
Restricted Stock Unit financial
"security_title: "Restricted Stock Unit" and derivativeSummary entries"
A restricted stock unit is a promise from a company to give an employee shares of stock after certain conditions are met, like staying with the company for a set amount of time. It’s like earning a bonus that turns into company stock once you’ve proven your commitment, making it a way to motivate and reward employees.
RSUs financial
"Includes 9,096 RSUs that vest in three equal annual installments"
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, either (i) one share..."
fair market value financial
"a cash payment equal to the fair market value of one share of Common Stock"
The price a willing buyer and a willing seller would agree on for an asset or security when neither is under pressure and both have access to the same information. Think of it as the market’s neutral estimate of what something is worth, like the price two neighbors would settle on for a car after comparing similar listings. Investors care because fair market value guides buying and selling decisions, tax reporting, portfolio valuation, and how accurately company assets are reflected in financial statements.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What does the RXO (RXO) Form 3 filing by Daniel S. Morris show?
The Form 3 shows that Chief Accounting Officer Daniel S. Morris holds 9,715 RXO common shares and 10,250 Restricted Stock Units. It establishes his initial ownership position as an officer, including both current stock and equity-based awards tied to future vesting.
How many RXO (RXO) Restricted Stock Units does Daniel S. Morris report?
He reports 10,250 RXO Restricted Stock Units (RSUs), each linked to one common share. These RSUs provide a contingent right to receive either common stock or cash equal to the fair market value of one RXO share at settlement, subject to vesting conditions.
When do Daniel S. Morris’s RXO (RXO) RSUs vest?
9,096 RXO RSUs vest in three equal annual installments on the first, second and third anniversaries of their grant dates, generally requiring continued employment. An additional 1,154 RSUs are scheduled to vest on March 22, 2027, under similar continued-employment conditions.
What RXO (RXO) RSU grants are detailed in Daniel S. Morris’s filing?
The filing details 811 RSUs granted March 22, 2024, 1,546 RSUs granted February 28, 2025 and 6,739 RSUs granted February 24, 2026. Together these total 9,096 RSUs that vest in three equal annual installments from their respective grant anniversaries.
What does each RXO (RXO) Restricted Stock Unit represent for Daniel S. Morris?
Each RXO Restricted Stock Unit represents a contingent right to receive either one share of RXO common stock or a cash payment equal to the fair market value of one share. Actual delivery occurs upon settlement, subject to the specified vesting and employment conditions.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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