Welcome to our dedicated page for RXO SEC filings (Ticker: RXO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The RXO, Inc. (NYSE: RXO) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. RXO is a Charlotte, North Carolina-based provider of asset-light transportation solutions focused on tech-enabled truck brokerage and complementary services such as managed transportation and last mile delivery.
Through this page, users can review annual reports on Form 10-K and quarterly reports on Form 10-Q, where RXO discusses its transportation and warehousing activities, financial results, risk factors and details of its asset-light brokerage model. These filings typically include information about revenue, gross margin, operating income or loss, non-GAAP measures such as adjusted EBITDA, and commentary on Brokerage and complementary services performance.
Investors can also follow current reports on Form 8-K, which RXO uses to furnish earnings press releases and slide presentations related to quarterly results, as shown in the company’s 8-K filings for its June 30 and September 30 quarters. These documents provide timely updates on results of operations and financial condition.
In addition, the filings page can surface proxy materials and insider transaction reports on Form 4, where applicable, giving users a more complete view of governance and equity ownership activity. Stock Titan enhances these documents with AI-powered summaries that explain key points, highlight important sections of lengthy filings and help readers quickly understand how RXO’s disclosures relate to its asset-light transportation business.
Filings are updated as they become available from EDGAR, allowing users to track RXO’s reporting history, review past quarters and analyze how the company presents its performance and risks over time.
RXO, Inc. Chief Executive Officer Andrew M. Wilkerson reported equity compensation activity and related tax withholding. He received a grant of 219,003 Restricted Stock Units (RSUs), each representing a right to one share of common stock or cash equal to its fair market value. These RSUs vest in three equal annual installments on the first, second and third anniversaries of the grant date, generally contingent on his continued employment.
Wilkerson also exercised 80,867 RSUs, which converted into the same number of common shares. Of those shares, 35,379 were withheld by RXO at $14.66 per share to cover tax liabilities tied to the vesting, and the filing states no shares were sold in the market or through discretionary transactions. The filing notes an additional 219,003 performance-based RSUs at target that may vest depending on RXO’s total shareholder return versus the S&P Transportation Select Industry Index, to be reported when the earned amount is determined.
RXO, Inc. Chief Accounting Officer Jason S. Kerr reported routine equity activity tied to restricted stock units (RSUs). On February 23, 2026, 5,257 RSUs were exercised and converted into 5,257 shares of common stock at $0.00 per share as part of a scheduled vesting and settlement. To cover tax liabilities from this vesting, 2,563 common shares were withheld by RXO at $14.66 per share; no shares were sold on the open market and there were no discretionary trades. Following these transactions, Kerr directly holds 46,252 shares of common stock and 13,048 RSUs, which generally vest in three equal annual installments subject to continued employment.
RXO, Inc. Chief Financial Officer James E. Harris reported equity compensation and related share movements. He received a grant of 53,908 Restricted Stock Units (RSUs), each representing the right to receive one share of common stock or a cash equivalent upon settlement. The RSUs vest in three equal annual installments on the first, second, and third anniversaries of the grant date, subject to his continued employment.
Harris also exercised 21,834 RSUs, which converted into an equal number of common shares. In connection with this vesting and settlement, 9,808 common shares were withheld by RXO at $14.66 per share to cover tax liabilities. The filing states that no shares were sold by Harris and there were no discretionary or open-market transactions.
RXO, Inc. Chief Legal Officer Jeffrey D. Firestone reported equity awards and related share movements. He received a grant of 37,062 Restricted Stock Units (RSUs), which vest in three equal annual installments on the first, second and third anniversaries of the grant date, generally subject to continued employment.
On the prior day, 16,174 RSUs were exercised into 16,174 shares of common stock at a price of $0.00 per share, increasing his direct common stock holdings. Separately, 7,384 common shares at $14.66 per share were withheld by RXO to cover tax liabilities from RSU vesting; footnotes state no shares were sold and there were no open market transactions. Footnotes also note an additional award of 37,062 performance-based RSUs at target, which will be reported when the number of shares earned is determined.
RXO, Inc. completed a major debt financing by closing a $400,000,000 offering of 6.375% senior unsecured notes due May 15, 2031. The notes are initially guaranteed on a senior unsecured basis by certain wholly owned domestic subsidiaries and pay interest semiannually starting November 15, 2026.
The company can redeem the notes at specified premiums from May 15, 2028, and at par from May 15, 2030, with additional make-whole and equity-funded redemption options before 2028. The indenture includes customary covenants limiting secured debt and major corporate restructurings, and defines standard events of default.
RXO also used a portion of the net proceeds to redeem all of its 7.500% notes due 2027 at 101.875% of principal plus accrued interest, leaving no 2027 notes outstanding and extending the company’s debt maturity profile.
RXO, Inc. received a Form 4 filing showing a large shareholder group led by MFN Partners, LP buying more stock. On February 12, 2026, MFN Partners LP reported an open-market purchase of 532,276 shares of RXO common stock at $12 per share, increasing its directly held position to 28,109,942 shares.
The filing lists several related reporting entities, including MFN Partners GP, LLC and MFN Partners Management entities, as well as managing members Farhad Nanji and Michael F. DeMichele. Each reporting person disclaims beneficial ownership of these securities except to the extent of any pecuniary interest.
Orbis Investment Management Limited, Allan Gray Australia Pty Ltd and Orbis Investment Management (U.S.), L.P. report beneficial ownership of 34,677,755 shares of RXO, Inc. common stock, representing 21.1% of the class as of 12/31/2025.
Orbis Investment Management Limited has sole voting and dispositive power over 32,966,085 shares, Allan Gray Australia over 32,694 shares, and Orbis Investment Management (U.S.), L.P. over 1,678,976 shares, with no shared voting or dispositive power reported.
The firms describe themselves as investment advisers (or foreign equivalents) holding the shares in the ordinary course of business, state that they do not hold them for the purpose of changing or influencing control of RXO, and each disclaims beneficial ownership of shares reported by the other filers.
Finepoint Capital LP and Herbert Wagner reported a significant passive stake in RXO, Inc. common stock on a Schedule 13G. They beneficially own 9,388,789 shares of RXO common stock, representing 5.7% of the class, with shared voting and dispositive power over all of these shares.
The percentage is based on 164,111,872 RXO shares outstanding as of November 4, 2025, as disclosed in RXO’s Form 10-Q for the quarter ended September 30, 2025. Finepoint acts as investment adviser to affiliated funds that directly hold the shares. The securities are certified as acquired and held in the ordinary course of business and not for the purpose of changing or influencing control of RXO.
RXO, Inc. has priced an offering of $400 million aggregate principal amount of 6.375% Senior Notes due 2031 at an issue price of 100%. The notes will be guaranteed on a senior unsecured basis by RXO’s domestic subsidiaries that guarantee its asset-based revolving credit facility.
RXO intends to use the net proceeds to repurchase or redeem all outstanding 7.500% Notes due 2027, pay related fees and expenses, and for general corporate purposes, which may include repayment of other indebtedness. The company emphasizes that the transaction is subject to customary risks and that there is no assurance the offering will be completed on the described terms.
RXO, Inc. received an amended Schedule 13G showing that Wellington Management Group LLP and related entities beneficially own 4,711,584 shares of RXO common stock, or about 2.9% of the outstanding class as of 12/31/2025.
The Wellington entities report shared voting power over 3,698,881 shares and shared dispositive power over 4,711,584 shares, with no sole voting or dispositive power. The shares are held of record by investment-advisory clients, each below five percent, and the position is certified as held in the ordinary course, not to influence control.