RXO (RXO) CEO Andrew Wilkerson reports 337,886-share bona fide gift disposition
Rhea-AI Filing Summary
RXO, Inc. Chief Executive Officer Andrew M. Wilkerson reported estate-planning share transfers and gifts of common stock. On May 15, 2026, entities associated with him made bona fide gifts totaling 337,886 shares of RXO common stock, recorded as non-market dispositions.
One gift of 168,943 shares involved indirectly held shares "by" an entity noted in the footnotes, leaving 430,475 shares reported as indirectly owned afterward. A second 168,943‑share gift came from direct holdings, with 7,775 shares directly owned afterward. A separate trust-related entry shows 3,850 shares held indirectly, and a footnote explains that direct versus indirect ownership classifications were corrected without changing total beneficial ownership.
Positive
- None.
Negative
- None.
Insider Trade Summary
337,886 shares gifted
Gift
3 txns
Insider
Wilkerson Andrew M.
Role
Chief Executive Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock | 168,943 | $0.00 | $0.00 |
| Gift | Common Stock | 168,943 | $0.00 | $0.00 |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 7,775 shares (Direct);
Common Stock — 430,475 shares (Indirect, See footnote);
Common Stock — 3,850 shares (Indirect, By Trust)
Footnotes (3)
- F1. On May 15, 2026, for estate planning purposes, the Reporting Person transferred shares to a limited lability company that is controlled by the Reporting Person.
- F2. The shares reported in Column 5 of Table I have been adjusted to correct a prior classification error with respect to direct and indirect ownership, and this adjustment did not impact the total number of shares reported as beneficially owned by the Reporting Person.
- F3. The shares are held by a limited liability company that is controlled by the Reporting Person.
Key Figures
Total shares gifted: 337,886 shares
Indirect gift: 168,943 shares
Direct gift: 168,943 shares
+4 more
7 metrics
Total shares gifted
337,886 shares
Bona fide gifts on May 15, 2026
Indirect gift
168,943 shares
Non-derivative bona fide gift, indirect ownership
Direct gift
168,943 shares
Non-derivative bona fide gift, direct ownership
Indirect holdings after gift
430,475 shares
Total shares following indirect gift transaction
Direct holdings after gift
7,775 shares
Total shares following direct gift transaction
Trust holdings
3,850 shares
Indirect ownership by trust as of May 15, 2026
Gift price per share
$0.0000 per share
Reported price for both bona fide gift transactions
Key Terms
bona fide gift, limited liability company, indirect ownership, beneficially owned, +1 more
5 terms
bona fide gift financial
"Each 168,943-share non-derivative transaction is coded as a bona fide gift."
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
limited liability company financial
"Shares were transferred to a limited liability company controlled by the reporting person."
A limited liability company (LLC) is a business structure that separates the owners’ personal assets from the company’s debts and legal obligations, like a protective shield that keeps personal savings and property distinct from business risk. For investors, that protection reduces personal financial exposure and often brings flexible rules for profit sharing and taxes, but it can also affect how easily interests are bought or sold and how decisions are made.
indirect ownership financial
"Some common stock is reported as indirectly owned, including by trust and LLC."
beneficially owned financial
"A footnote states the adjustment did not change shares beneficially owned."
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
estate planning purposes financial
"A footnote notes the May 15, 2026 transfer was for estate planning purposes."
FAQ
What insider transaction did RXO (RXO) report for Andrew M. Wilkerson?
RXO reported that Chief Executive Officer Andrew M. Wilkerson was associated with bona fide gifts of 337,886 shares of common stock on May 15, 2026. These were non-market transfers recorded as gifts rather than open-market sales or purchases.
What are Andrew M. Wilkerson’s RXO holdings after the reported gifts?
After the reported gifts, the filing shows 430,475 RXO common shares indirectly owned and 7,775 shares directly owned. An additional 3,850 shares are shown as indirectly held by a trust, reflecting corrected direct versus indirect classifications.
What estate planning action is described in the RXO Form 4 footnotes?
A footnote explains that on May 15, 2026, the reporting person transferred shares to a limited liability company controlled by him for estate planning purposes. Another footnote states these shares are held by that limited liability company.
Did the RXO Form 4 change the total beneficial ownership reported for Andrew M. Wilkerson?
One footnote states that shares reported in Column 5 were adjusted to correct a prior direct versus indirect ownership classification. It clarifies this adjustment did not change the total number of shares reported as beneficially owned by the reporting person.
AI-generated analysis. How Rhea-AI works. Not financial advice.
