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. (RXO) reported an insider equity transaction by its Chief Executive Officer and Director. On 11/14/2025, 1,565 Restricted Stock Units (RSUs) were converted into an equal number of shares of common stock at an exercise price of $0, reflecting scheduled vesting of a prior equity award. To cover related tax obligations, 684 shares of common stock were withheld by the company at a price of $10.86 per share, with no open market sales by the reporting person.
After these transactions, the reporting person directly owned 4,731 shares of RXO common stock and also had indirect holdings of 7,775 shares held by a trust and 271,767 shares held through a controlled limited liability company. The reporting person also beneficially owned 605,967 derivative securities in the form of RSUs, including 74,932 RSUs previously reported, which each represent the right to receive one share of common stock or an equivalent cash amount upon settlement under the award’s vesting schedule.
RXO, Inc. — Schedule 13G/A ownership update. Orbis Investment Management Limited and related advisers reported beneficial ownership of RXO common stock, reflecting a significant passive stake as of the event date 09/30/2025.
The filing lists an aggregate 32,573,158 shares beneficially owned, representing 19.9% of the class. Within this total, Orbis Investment Management Limited has sole voting and dispositive power over 31,581,774 shares; Orbis Investment Management (U.S.), L.P. has 963,408 shares; and Allan Gray Australia Pty Ltd has 27,976 shares. The reporting persons certify the securities were acquired and are held in the ordinary course and not for the purpose of changing or influencing control.
RXO, Inc. reported an insider transaction on a Form 4: the Chief Accounting Officer sold 33,343 shares of common stock on 11/10/2025 (transaction code S) at a weighted average price of $11.57, with individual sale prices ranging from $11.51 to $11.68. Following the sale, the reporting person directly owned 43,558 shares.
RXO, Inc. — Form 4 insider transaction
A company director reported transactions on November 7, 2025. The filing shows a purchase of 20,308 shares of common stock at $12.37 per share, held indirectly by a trust. The director also reported transfers coded “G” for no consideration, moving 36,508 shares from the trust and 13,034 shares from direct ownership.
Per the explanation, the director transferred an aggregate of 49,542 shares to a grantor retained annuity trust (GRAT), where the director is trustee and sole beneficiary. Following these transactions, 49,542 shares were listed as indirectly owned by the GRAT.
RXO, Inc. reported an insider purchase by its Chief Executive Officer and director on 11/10/2025. The filing lists two open‑market buys: 7,775 shares and 3,850 shares. The purchase price ranged from $12.80–$12.89, with a weighted average purchase price of $12.88.
Following these transactions, beneficial ownership is shown in three lines: 7,775 shares held indirectly by a trust, 3,850 shares held directly, and 271,767 shares held indirectly through a limited liability company controlled by the reporting person.
RXO has a Form 144 notice for a proposed sale of 33,343 shares of common stock. The filing lists Morgan Stanley Smith Barney LLC as broker, with an approximate sale date of 11/10/2025 on the NYSE. The reported aggregate market value is $494,748.54.
The shares come from equity awards: performance shares acquired on 11/01/2022 (26,073 shares) and restricted stock acquired on 02/23/2024, 02/23/2025, and 03/22/2025 (totaling 7,270 shares). Shares outstanding were 164,111,872; this is a baseline figure, not the amount being sold.
RXO, Inc. reported third-quarter 2025 results showing larger scale from the Coyote acquisition and improved bottom-line performance. Revenue was $1,421 million, up from $1,040 million a year ago, driven by a $384 million increase in truck brokerage and a $37 million rise in last mile, partly offset by lower managed transportation. Net loss narrowed to $14 million from $243 million. Segment adjusted EBITDA was $38 million versus $34 million.
Costs rose with volume: cost of transportation and services was 80.0% of revenue (77.8% prior year), reflecting tighter markets and mix. SG&A increased to $208 million with a full quarter of Coyote, while direct operating expense fell to 3.4% of revenue on scale and cost actions. Year‑to‑date, operating cash flow improved to $44 million. Debt comprised a $35 million revolver draw and $355 million of 7.50% notes due 2027; available borrowing capacity was $383 million. Shares outstanding were 164,111,872 as of November 4, 2025.
RXO, Inc. filed an 8‑K stating it issued a press release announcing results for the fiscal quarter ended September 30, 2025, and furnished an investor slide presentation, both dated November 6, 2025. The materials are provided as Exhibits 99.1 (press release) and 99.2 (investor presentation). The company notes the information in Items 2.02 and 7.01, including these exhibits, is furnished and not deemed “filed” under Section 18 of the Exchange Act, and is not incorporated by reference except as specifically stated. RXO’s common stock trades on the NYSE under the symbol RXO.
RXO, Inc. (RXO) reported an insider ownership update. The Chief Executive Officer and director filed a Form 4 for an estate-planning transfer dated 10/15/2025, reflecting a movement of indirect interests via a limited liability company to family trusts. The entry shows a transaction code “G” and a $0 price.
Following the reported activity, the reporting person shows 271,767 shares of RXO common stock beneficially owned indirectly. According to the footnotes, the shares are held by a limited liability company controlled by the reporting person, and prior transfers were made in accordance with Rule 16a-13.
Jason S. Kerr, Chief Accounting Officer and officer of RXO, Inc. (RXO), reported a disposition of shares on 10/03/2025. The filing shows 9,518 shares were disposed of at a price of $16.64 per share under code F, and the reporting person now beneficially owns 76,901 shares. The filing explains no open‑market sale occurred: the shares were withheld by the issuer to fund tax liability related to the release of restricted shares from lock‑up and clawback conditions. The Form 4 is signed by an attorney‑in‑fact on 10/07/2025.