Congress trades

XPO Logistics, Inc. (XPO)

NYSE · Industrials · 13 congress trades · last filed 1 year ago

13
Congress disclosures shown
41d
Median delay on the congress disclosures
of the 45 day limit
7 buys·5 sells
Purchases and sales in the disclosures shown
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About XPO Logistics, Inc.

from the company's filings and listing, as of Oct 20, 2026
Exchange
NYSE
Sector
Industrials
Industry
Trucking
Chief executive
Mario A. Harik
Employees
38,000
Listed since
Oct 7, 2003
Market value
$21.7B
Price to earnings (12 mo)
54.0
Net income per share, as reported (12 mo)
$3.45
Dividend yield
-

www.xpo.com

Earnings

6 reported quarters · next on Oct 29, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Jul 30, 2026$1.70$1.48$2.4B$2.3BEPS beatRevenue beat
Q1 FY2026reported Apr 30, 2026$1.01$0.88$2.1B$2.0BEPS beatRevenue beat
Q4 FY2025reported Feb 5, 2026$0.88$0.76$2.0B$2.0BEPS beatRevenue beat
Q3 FY2025reported Oct 30, 2025$1.07$1.02$2.1B$2.1BEPS beatRevenue beat
Q2 FY2025reported Jul 31, 2025$1.05$0.99$2.1B$2.1BEPS beatRevenue in line
Q1 FY2025reported Apr 30, 2025$0.73$0.65$2.0B$2.1BEPS beatRevenue miss

Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.

Executive pay

as filed for fiscal 2025 · proxy filed Apr 7, 2026
ExecutiveSalaryStock awardsOtherTotal
Brad JacobsExecutive Chairman$616K$22.3M$670K$23.6M
Mario HarikChief Executive Officer$872K$9.9M$1.3M$12.0M
David BatesChief Operating Officer$753K$1.5M$4.4M$6.6M
Kyle WismansChief Financial Officer$639K$2.9M$475K$4.1M
Wendy CassityChief Legal Officer$596K$980K$439K$2.0M

The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesShares vs prior qtr% of shares out
BlackRock, Inc.$3.0B14,541,751+19.5%12.43%
MFN Partners Management, LP$2.0B9,869,691-13.6%8.44%
Capital Research Global Investors$1.7B8,271,824-13.7%7.07%
Capital World Investors$1.2B5,834,627+1.0%4.99%
Vanguard Capital Management LLC$1.0B5,110,681+1.0%4.37%
Vanguard Portfolio Management LLC$990.4M4,824,387+1.6%4.12%
FMR LLC$889.3M4,332,153+20.2%3.70%
State Street Corp$871.8M4,246,740+18.5%3.63%
Orbis Allan Gray Ltd$698.6M3,402,819-0.2%2.91%
Invesco Ltd.$623.2M3,035,930-37.2%2.59%
Durable Capital Partners LP$497.8M2,424,919-17.4%2.07%
Geode Capital Management, LLC$486.9M2,378,074+8.9%2.03%

A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.

Tracked fund managers holding XPO

2 managers
ManagerValueSharesShare of book
Durable Capital Partners$497.8M2,424,9194.8%
Slate Path Capital$20.7M100,6000.3%

2 of the 97 fund managers we track list XPO shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.

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Congress trades in XPO

13 disclosures of 13 on record · median 41d of the 45 allowed

Since the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Lisa C. McClainSpouseStockSale$1,001 - $15,000+53.3%After the saleS&P 500 +20.4% · +32.9 pts vs S&P 500Aug 4, 2025Sep 12, 202539d
Lisa C. McClainSpouseStockPurchase$1,001 - $15,000+37.7%S&P 500 +20.9% · +16.8 pts vs S&P 500Jul 22, 2025Aug 13, 202522d
Ro KhannaStockSale$1,001 - $15,000+464.9%After the saleS&P 500 +83.6% · +381.3 pts vs S&P 500May 5, 2022Jun 10, 202236d
Susie LeeJointStockSale$1,001 - $15,000+281.5%After the saleS&P 500 +73.1% · +208.4 pts vs S&P 500Jul 27, 2021Aug 13, 202117d
Susie LeeJointStockSale$1,001 - $15,000+474.2%After the saleS&P 500 +128.4% · +345.8 pts vs S&P 500Feb 5, 2020Apr 28, 202083d
Susie LeeJointStockPurchase$1,001 - $15,000+518.3%S&P 500 +146.1% · +372.2 pts vs S&P 500Nov 12, 2019Jan 16, 202065d
Susie LeeJointStockPurchase$1,001 - $15,000+533.4%S&P 500 +143.9% · +389.5 pts vs S&P 500Nov 15, 2019Jan 16, 202062d
Susie LeeJointStockPurchase$1,001 - $15,000+633.8%S&P 500 +155.2% · +478.6 pts vs S&P 500Sep 6, 2019Oct 21, 201945d
Susie LeeJointStockPurchase$1,001 - $15,000+602.4%S&P 500 +155.1% · +447.3 pts vs S&P 500Sep 10, 2019Oct 21, 201941d
Susie LeeJointStockSale$1,001 - $15,000+651.0%After the saleS&P 500 +157.5% · +493.4 pts vs S&P 500Sep 27, 2019Oct 21, 201924d
Ro KhannaStockNot capturedNot capturedn/aSep 25, 2018Oct 10, 201815d
Gary J. PalmerJointStockPurchase$1,001 - $15,000+421.1%S&P 500 +172.3% · +248.9 pts vs S&P 500Jul 12, 2018Sep 29, 201879d
Gary J. PalmerStockPurchase$1,001 - $15,000+410.1%S&P 500 +167.0% · +243.1 pts vs S&P 500Aug 6, 2018Sep 29, 201854d

Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.

A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.

"Not captured" means the band or the transaction type on the original report is missing from our data.

Every Congress trade in XPO, filterable by party, chamber, type and account.

Questions

Which members of Congress have traded XPO?

Lisa C. McClain, Ro Khanna, Susie Lee and Gary J. Palmer disclosed XPO transactions in the filings shown here.

How quickly are XPO trades disclosed?

Congressional disclosures took a median of 41 days, against the 45 the STOCK Act allows.

How to read a STOCK Act filing

WHAT THE FILING ACTUALLY SAYS

$A range, not an amount. Members disclose a band such as $1,001 to $15,000. The band is the filing, and we do not narrow it.
45Up to 45 days after the trade, lawfully. The delay column counts calendar days from the transaction to its publication. Inside 45 days is within the law.
OPAn option names the underlying. A contract on a company is described using that company's name, so it can read like a share purchase. Those rows say otherwise.

Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.

Data as of Oct 26, 2026.

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