undamentalytics Newsletter

XPO, Inc. insider trading

Every open-market purchase and sale by XPO, Inc.'s officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
XPO, Inc. insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following XPO, Inc.’s insiders pay?

From May 14, 2010 to August 12, 2026, 36 insiders reported 14 open-market purchases and 44 sales not made under a pre-set plan in XPO, Inc. Twelve months after each purchase was reported, the shares were +36.6% against the S&P 500 on average (median +25.3%), over 13 purchases with a full year of prices; 85% beat the index. After sales, the shares moved +23.4% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on September 20, 2011 into $391,202 by November 2, 2026, +27.5% a year. It held shares 50% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $56,080 (+12.1% a year), and held throughout $81,743 (+14.9%).

$0$200k$400k 20112013201520172019202120232025 $391k$81.7k$56.1k
Copying XPO, Inc.'s insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by XPO, Inc.'s insiders from September 20, 2011, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 50% of the time.
XPO, Inc.: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Para Daniel Director 0 — — 5 — March 1, 2011
Landry Allison Director 0 — — 4 +28.0% (3) May 29, 2026
Papastavrou Jason D Director 2 +4.2% (2) 100% 2 −3.1% (2) February 19, 2021
Robinson Lance A Chief Accounting Officer 0 — — 3 +0.3% (3) June 17, 2021
Coral Blue Investment PTE. Ltd. 10% owner 1 −44.5% (1) 0% 1 +38.9% (1) August 10, 2016
Fernandez M Sean Chief Operating Officer 1 +25.3% (1) 100% 1 +18.9% (1) September 4, 2013
Frye J Wes Director 2 +145.5% (2) 100% 0 — November 8, 2023
Harik Mario A Chief Executive Officer 0 — — 2 +17.3% (2) January 3, 2024
Jesselson Michael G Director 1 +41.9% (1) 100% 1 −8.3% (1) February 19, 2021
Public Sector Pension Investment Board 10% owner 1 −44.5% (1) 0% 1 +112.5% (1) July 15, 2016
Shaffer Oren Director 1 +25.3% (1) 100% 1 −8.3% (1) February 19, 2021
Spruce House Partnership (qp) LP 10% owner 0 — — 2 +70.6% (2) March 25, 2020
Stein Benjamin Forester 10% owner 0 — — 2 +98.3% (2) April 1, 2020
Taylor Jay N Director 0 — — 2 — August 30, 2011
Bates David J. Chief Operating Officer 1 +52.8% (1) 100% 0 — March 17, 2025
Bradley S Jacobs Chief Executive Officer 0 — — 1 −31.6% (1) July 2, 2021
Brown Christopher Michael Chief Accounting Officer 0 — — 1 — August 12, 2026
Christofilis, Constantinos 10% owner 0 — — 1 — May 14, 2010
Cooper Troy A. President 0 — — 1 −8.3% (1) February 19, 2021
Daniel Para Investments LLC 10% owner 0 — — 1 — February 25, 2011
Demichele Michael 10% owner 0 — — 1 −3.9% (1) May 17, 2024
Devens Gordon E SVP & General Counsel 1 +25.3% (1) 100% 0 — August 13, 2012
Hardig John Chief Financial Officer 0 — — 1 +18.9% (1) September 4, 2013
Jacobs Private Equity, LLC Director 0 — — 1 −31.6% (1) July 2, 2021
Kingshott Adrian Director 0 — — 1 −8.3% (1) February 19, 2021
Malat Scott Chief Strategy Officer 0 — — 1 +18.9% (1) September 4, 2013
Martell James J Director 1 +16.9% (1) 100% 0 — August 16, 2013
Renner Kent R SVP, Chief Accounting Officer 0 — — 1 +18.9% (1) September 4, 2013
Ritter Greg SVP, Strategic Accounts 0 — — 1 +18.9% (1) September 4, 2013
Spruce House Investment Management LLC 10% owner 0 — — 1 +8.6% (1) November 14, 2019
Spruce House Partnership (ai) LP 10% owner 0 — — 1 +9.9% (1) November 18, 2019
Spruce House Partnership LLC 10% owner 0 — — 1 +62.6% (1) March 24, 2020
Sternberg Zachary 10% owner 0 — — 1 +70.7% (1) March 26, 2020
Welch Mike Chief Executive Officer 1 — — 0 — June 3, 2010
Whitehead Calvin R Director 0 — — 1 — July 1, 2010
Wyshner David B Chief Financial Officer 1 +78.3% (1) 100% 0 — May 13, 2020

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded XPO, Inc.

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of XPO, Inc. in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 2 buying crowds with six months of prices, it averaged −19.4% against the index. After 4 selling crowds, +14.4%. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
July 30, 20213 selling+2.9%−22.2%−21.5%
February 26, 20217 selling+14.4%+9.5%−10.9%
March 31, 20204 selling+38.3%+46.2%+96.7%
June 30, 20152 buying−41.5%−42.1%−46.5%
September 30, 20135 selling+11.3%+24.3%+54.3%
August 31, 20123 buying+8.5%+3.4%+32.9%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Total returns from the month end; past patterns are not a forecast.

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