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.
RXO, Inc. filings document the formal disclosures of an NYSE-listed asset-light transportation company with common stock traded under RXO. Recent Form 8-K reports furnish quarterly operating results, related investor presentations, Regulation FD materials, senior unsecured notes disclosures, and asset-based revolving credit facility agreements tied to the company's transportation brokerage and logistics operations.
Proxy materials disclose board elections, auditor ratification, executive compensation votes and amendments to the RXO, Inc. 2022 Omnibus Incentive Compensation Plan. Other material-event filings cover officer appointments, subsidiary guarantees, debt redemption terms, collateral and borrowing-base mechanics, and capital-structure disclosures involving senior notes and revolving credit arrangements.
RXO, Inc. Chief Accounting Officer Jason S. Kerr reported equity award activity involving restricted stock units and common shares. On the reported date, 2,036 Restricted Stock Units were exercised or converted, resulting in 2,036 shares of common stock acquired at a stated price of $0.00 per share.
To cover tax withholding tied to this RSU vesting and settlement, 993 common shares were withheld by RXO at a price of $15.96 per share, with no shares sold by Kerr in the market and no discretionary or open-market trades. After these transactions, Kerr directly held 47,295 shares of common stock and 11,012 restricted stock units.
RXO, Inc.'s Chief Financial Officer James E. Harris reported equity compensation activity involving restricted stock units (RSUs). On February 28, 2026, 13,028 RSUs were exercised or converted into 13,028 shares of common stock at a price of $0.0000 per share, increasing his directly held common stock before withholding.
On the same date, 5,660 shares of common stock were disposed of at $15.9600 per share to cover tax liabilities tied to the RSU vesting and settlement. The footnotes clarify that no shares were sold by Harris in the open market; the issuer withheld these shares to fund tax obligations, and the RSUs vested and settled as originally scheduled with no discretionary transactions.
RXO, Inc. Chief Legal Officer Jeffrey D. Firestone reported equity award activity involving Restricted Stock Units and common stock. On February 28, 2026, he exercised or converted 8,957 Restricted Stock Units, receiving an equivalent 8,957 shares of common stock.
To cover tax liabilities from this vesting and settlement, 3,891 common shares were withheld by RXO at a price of $15.96 per share. The filing states that no shares were sold by Firestone, and there were no discretionary or open‑market transactions. After these events, he directly held 96,075 common shares and 146,665 Restricted Stock Units.
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.