XPO, Inc. filings document an NYSE-listed freight transportation company whose common stock trades under the symbol XPO. Its Form 8-K disclosures furnish quarterly and annual results, investor presentation materials, Regulation FD updates and preliminary operating metrics for the North American Less-Than-Truckload segment, including shipment, tonnage and weight-per-shipment measures.
The company’s proxy materials cover board elections, auditor ratification, executive compensation votes and governance matters. Other filings record board leadership changes, registered common stock information, financial statement exhibits and the formal disclosure framework around XPO’s LTL operations, corporate costs, risk factors and capital structure.
XPO, Inc. reported equity activity by one of its directors. On 01/02/2026, the director converted 1,374 restricted stock units (RSUs) into the same number of XPO common shares at a reported price of $138.79 per share, bringing the director’s directly owned common stock to 13,974 shares.
On the same date, the director received a new grant of 1,357 RSUs, which represents the right to receive either one share of common stock or a cash payment equal to the share’s fair market value upon settlement. These 1,357 RSUs are scheduled to vest in full on January 4, 2027, subject to the director’s continued service on XPO’s board.
XPO, Inc. director reports equity grant and RSU vesting
A director of XPO, Inc. (XPO) reported equity-related transactions dated January 2, 2026. The director acquired 1,374 shares of common stock through the vesting and settlement of previously granted restricted stock units at a reference price of $138.79 per share, bringing direct ownership to 9,916 common shares.
On the same date, the director’s previously outstanding restricted stock units were reduced by 1,374 units as they converted into common stock. The director also received a new grant of 1,357 restricted stock units, which will vest in full on January 4, 2027, subject to continued service as a director. Following these transactions, the director holds 1,357 restricted stock units in addition to the directly owned common shares.
XPO, Inc. director reports routine equity compensation activity. On 01/02/2026, the reporting person acquired 1,374 shares of XPO common stock at $138.79 per share through the settlement of previously granted restricted stock units (RSUs). After this transaction, the director beneficially owned 7,249 shares of XPO common stock held directly.
The same day, the director received a new grant of 1,357 RSUs. These RSUs give the right to receive either one share of XPO common stock or a cash amount equal to its fair market value upon settlement. The new RSUs are scheduled to vest in full on January 4, 2027, subject to the director’s continued service on XPO’s board.
XPO, Inc. director Michael G. Jesselson reported equity transactions and updated holdings. On January 2, 2026, he exercised 1,374 restricted stock units (RSUs), receiving the same number of XPO common shares at a reported price of $138.79 per share. Following this, he directly owned 62,873 common shares, with additional indirect holdings through various family trusts, an individual retirement account, and his spouse.
On the same date, Jesselson was also awarded a new grant of 1,357 RSUs at no exercise price. The vested RSUs converted into common stock in full on January 2, 2026, while the new RSUs are scheduled to vest in full on January 4, 2027, subject to his continued service as a director. The filing details how multiple trusts and family accounts beneficially own XPO shares for which he serves as trustee or beneficiary.
XPO, Inc. director reported equity transactions involving company stock on January 2, 2026. The filing shows the exercise of 1,374 restricted stock units (RSUs) into the same number of common shares at an exercise price of $138.79 per share, bringing the director’s directly held common stock to 10,981 shares.
On the same date, the director received a new grant of 1,357 RSUs, each representing the right to receive either one share of common stock or a cash payment equal to its fair market value. These RSUs are scheduled to vest in full on January 4, 2027, subject to continued service as a director. The filing also notes that 3,000 of the reported securities are held in the director’s individual retirement account.
XPO, Inc. reported an equity transaction by a director involving restricted stock units (RSUs). On January 2, 2026, 1,374 RSUs vested and were settled into 1,374 shares of XPO common stock, shown at a price of $138.79 per share, leaving the director with 9,916 shares of common stock held directly. RSUs give the holder the right at settlement to receive either one share of common stock or a cash amount equal to the share’s fair market value.
On the same date, the director received a new grant of 1,357 RSUs, which are scheduled to vest in full on January 4, 2027, as long as the director continues to serve on XPO’s board. After these transactions, the director directly holds 1,357 RSUs in addition to the common shares.
XPO, Inc. announced a leadership transition in its boardroom. Bradley S. Jacobs will step down from the Board of Directors on December 31, 2025, and at that time will move from his role as Executive Chairman to serve as Special Advisor until June 30, 2026. During this advisory period, he will continue to receive the same salary and bonus compensation.
The Board has appointed director Mario Harik as Chairman of the Board, effective January 1, 2026. Harik already serves as the company’s Chief Executive Officer, so he will hold both the CEO and Chairman roles going forward, consolidating executive and board leadership.
XPO, Inc. reported monthly operating metrics for its North American less-than-truckload business. For October 2025, weight per day in this segment decreased 3.8% compared with October 2024. This reflected a 1.4% year-over-year decline in shipments per day and a 2.4% decrease in weight per shipment, indicating slightly lower volume and lighter average loads.
The company also issued a press release with preliminary operating metrics for November 2025, which is provided as an exhibit to this report.
XPO, Inc. reported a routine insider transaction by its Chief Financial Officer on a Form 4. On November 14, 2025, the CFO acquired 626 shares of Common Stock at a price of $0 through the vesting and settlement of previously granted Restricted Stock Units, coded as a transaction type “M.” On the same date, the CFO disposed of 320 shares of Common Stock at $133.75 per share in a transaction coded “F,” typically used for shares withheld or sold to cover taxes. Following these transactions, the CFO directly owned 35,538 shares of XPO Common Stock. The RSUs underlying the acquisition vested in full on November 14, 2025 and no derivative securities remained beneficially owned afterward.
XPO, Inc. reported an insider equity transaction by its Chief Accounting Officer on a Form 4. On November 14, 2025, 1,096 restricted stock units vested and were settled, resulting in the acquisition of 1,096 shares of common stock at an exercise price of $0. On the same date, the officer disposed of 508 shares of common stock at $133.75 per share, typically reflecting shares sold or withheld to cover taxes and related obligations. Following these transactions, the officer directly beneficially owns 30,602 shares of XPO common stock.