
Congress trades
XPO Logistics, Inc. (XPO)
NYSE · Industrials · 13 congress trades · last filed 1 year ago
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
- -
Earnings
6 reported quarters · next on Oct 29, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 30, 2026 | $1.70 | $1.48 | $2.4B | $2.3B | EPS beatRevenue beat |
| Q1 FY2026reported Apr 30, 2026 | $1.01 | $0.88 | $2.1B | $2.0B | EPS beatRevenue beat |
| Q4 FY2025reported Feb 5, 2026 | $0.88 | $0.76 | $2.0B | $2.0B | EPS beatRevenue beat |
| Q3 FY2025reported Oct 30, 2025 | $1.07 | $1.02 | $2.1B | $2.1B | EPS beatRevenue beat |
| Q2 FY2025reported Jul 31, 2025 | $1.05 | $0.99 | $2.1B | $2.1B | EPS beatRevenue in line |
| Q1 FY2025reported Apr 30, 2025 | $0.73 | $0.65 | $2.0B | $2.1B | EPS 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| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| 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| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $3.0B | 14,541,751 | +19.5% | 12.43% |
| MFN Partners Management, LP | $2.0B | 9,869,691 | -13.6% | 8.44% |
| Capital Research Global Investors | $1.7B | 8,271,824 | -13.7% | 7.07% |
| Capital World Investors | $1.2B | 5,834,627 | +1.0% | 4.99% |
| Vanguard Capital Management LLC | $1.0B | 5,110,681 | +1.0% | 4.37% |
| Vanguard Portfolio Management LLC | $990.4M | 4,824,387 | +1.6% | 4.12% |
| FMR LLC | $889.3M | 4,332,153 | +20.2% | 3.70% |
| State Street Corp | $871.8M | 4,246,740 | +18.5% | 3.63% |
| Orbis Allan Gray Ltd | $698.6M | 3,402,819 | -0.2% | 2.91% |
| Invesco Ltd. | $623.2M | 3,035,930 | -37.2% | 2.59% |
| Durable Capital Partners LP | $497.8M | 2,424,919 | -17.4% | 2.07% |
| Geode Capital Management, LLC | $486.9M | 2,378,074 | +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| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Durable Capital Partners | $497.8M | 2,424,919 | 4.8% |
| Slate Path Capital | $20.7M | 100,600 | 0.3% |
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.
Congress trades in XPO
13 disclosures of 13 on record · median 41d of the 45 allowedSince 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.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +53.3%After the saleS&P 500 +20.4% · +32.9 pts vs S&P 500 | Aug 4, 2025 | Sep 12, 2025 | 39d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +37.7%S&P 500 +20.9% · +16.8 pts vs S&P 500 | Jul 22, 2025 | Aug 13, 2025 | 22d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +464.9%After the saleS&P 500 +83.6% · +381.3 pts vs S&P 500 | May 5, 2022 | Jun 10, 2022 | 36d |
| Susie LeeJoint | Stock | Sale | $1,001 - $15,000 | +281.5%After the saleS&P 500 +73.1% · +208.4 pts vs S&P 500 | Jul 27, 2021 | Aug 13, 2021 | 17d |
| Susie LeeJoint | Stock | Sale | $1,001 - $15,000 | +474.2%After the saleS&P 500 +128.4% · +345.8 pts vs S&P 500 | Feb 5, 2020 | Apr 28, 2020 | 83d |
| Susie LeeJoint | Stock | Purchase | $1,001 - $15,000 | +518.3%S&P 500 +146.1% · +372.2 pts vs S&P 500 | Nov 12, 2019 | Jan 16, 2020 | 65d |
| Susie LeeJoint | Stock | Purchase | $1,001 - $15,000 | +533.4%S&P 500 +143.9% · +389.5 pts vs S&P 500 | Nov 15, 2019 | Jan 16, 2020 | 62d |
| Susie LeeJoint | Stock | Purchase | $1,001 - $15,000 | +633.8%S&P 500 +155.2% · +478.6 pts vs S&P 500 | Sep 6, 2019 | Oct 21, 2019 | 45d |
| Susie LeeJoint | Stock | Purchase | $1,001 - $15,000 | +602.4%S&P 500 +155.1% · +447.3 pts vs S&P 500 | Sep 10, 2019 | Oct 21, 2019 | 41d |
| Susie LeeJoint | Stock | Sale | $1,001 - $15,000 | +651.0%After the saleS&P 500 +157.5% · +493.4 pts vs S&P 500 | Sep 27, 2019 | Oct 21, 2019 | 24d |
| Ro Khanna | Stock | Not captured | Not captured | n/a | Sep 25, 2018 | Oct 10, 2018 | 15d |
| Gary J. PalmerJoint | Stock | Purchase | $1,001 - $15,000 | +421.1%S&P 500 +172.3% · +248.9 pts vs S&P 500 | Jul 12, 2018 | Sep 29, 2018 | 79d |
| Gary J. Palmer | Stock | Purchase | $1,001 - $15,000 | +410.1%S&P 500 +167.0% · +243.1 pts vs S&P 500 | Aug 6, 2018 | Sep 29, 2018 | 54d |
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.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
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
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.
