RXO RXO, Inc. Insider Trading

MFN Partners LP (10% owner) buys 532,276 shares of RXO at $12.00; all 5 prior RXO buys achieved 90d gains

MFN Partners LP, a substantial 10% stakeholder, purchased 532,276 shares at $12.00 on 2026-02-12, expanding its position by 1.9% to 28.11M shares. This buy occurred when RXO trades 30.9% below its 52-week high of $22.09, after a 90-day rally of +35.3%. Notably, all 5 of this insider's prior open-market purchases at RXO—spanning four dates in May 2024 and one in August 2024—achieved positive 90-day returns ranging from +42.8% to +58.0%, a 100% hit rate at this ticker. However, RXO remains unprofitable with negative $14.0M annual net income, and the stock's current $14.83 price is already 1.1% lower in the past 30 days despite the 90-day uptrend, warranting attention to whether the recent rally is sustainable given the company's earnings profile.

Director Cooper Troy A. bought 8,317 shares of RXO at $10.61 amid stock down -60.6% from 52-week high; 2 other insiders also bought in past 14 days

Director Cooper Troy A. purchased 8,317 shares at $10.61 on 2025-11-20, expanding holdings from 267,099 to 275,416 shares. This transaction is part of a cluster pattern, with 2 other insiders also buying within the past 14 days, suggesting coordinated directional conviction at the board/management level. The purchase occurs against a backdrop of significant stock price pressure: RXO trades -60.6% from its 52-week high of $30.88 and has declined -30.6% over the past 30 days and -24.9% over 90 days. The company reported a net loss of $-14.0M over its most recent full fiscal year despite posting $1,421,000,000.00 in quarterly revenue and +15.9% annual revenue growth, indicating profitability challenges that may have driven the price decline. The convergence of multiple insider purchases at suppressed valuations warrants investor attention to understand whether this reflects board confidence in a near-term recovery or other material developments.

Director Kingshott buys 9,350 RXO shares at $10.75; stock down -64.5% from $30.88 high amid cluster buy by 2 other insiders

Director Adrian Kingshott purchased 9,350 shares at $10.75 on 2025-11-17, increasing his holdings from 81,787 to 91,137 shares (+11.4%), while the stock trades at $10.96—down -64.5% from its 52-week high of $30.88 and off -39.6% over the past 30 days. This purchase occurs as part of a cluster pattern, with 2 other insiders also buying within the past 14 days. The company generated $1.4B in revenue (latest quarter) with +15.9% annual growth but reported a $-14.0M net loss in that quarter and was unprofitable over its most recent full fiscal year. The coordinated buying by three insiders during a steep decline merits examination, though the company's current unprofitability and ongoing negative earnings warrant caution regarding what such purchases may signal about future performance.

Director Szlosek buys 20,308 shares of RXO at $12.37; stock down 60.0% from 52-week high, yet company grew revenue 15.9% YoY.

Director Thomas A Szlosek purchased 20,308 shares of RXO at $12.37, a substantial $251.2K commitment. The purchase occurs after the stock has declined 60.0% from its 52-week high and is down 24.4% over the preceding 30 days, suggesting a willingness to deploy capital during a meaningful drawdown. At his same ticker (RXO), prior buys have shown mixed near-term results (30-day range from -7.8% to +11.2%), though his cross-ticker track record shows stronger outcomes with a 75.00% 90-day win rate. Notably, the company remains unprofitable (net income of $-14.0M in the latest quarter) despite posting solid annual revenue growth of 15.9%, creating a tension between growth trajectory and current earnings power that warrants attention to RXO's path to profitability.

RXO CEO Andrew M. Wilkerson buys 11,625 shares for $149,422 at $12.85-$12.88 average as stock down 63.9% from 52-week high.

Wilkerson made 2 separate purchases totaling 11,625 shares for $149,422.00 on the same day, acquiring at a blended average price of $12.85 amid significant recent weakness: the stock trades 63.9% below its 52-week high and has declined 30.6% over the past 30 days. At the post-transaction holding level of 3,850 shares, this represents a substantial incremental commitment. Notably, Wilkerson's prior buy at RXO on 2023-11-09 posted a 90-day return of +27.5%, and his cross-ticker track record shows 1 prior buy with a 100.00% win rate at the 90-day mark. However, the company's fundamentals remain challenged: it reported a net loss of $14,000,000 over its most recent full fiscal year, though annual revenue growth of 15.9% shows operational momentum. The timing and size of this purchase merit monitoring against the company's path to profitability and the stock's recovery from its recent sharp drawdown.

Director Szlosek buys 7,500 RXO shares at $16.65; prior buy 5 days earlier signals continued accumulation in unprofitable company.

Thomas A Szlosek, a director, purchased 7,500 shares at $16.65 on 2025-05-14, increasing his holdings by 86.2% from 8,700 to 16,200 shares. This transaction is notable because it occurred just five days after another open-market purchase at the same ticker (2025-05-09), suggesting a deliberate pattern of accumulation. The company remains unprofitable with net income of $-31,000,000.00 and a market cap of $2,829,192,317.50, yet shows annual revenue growth of +15.9%, indicating operational expansion against current losses. Szlosek's prior trade at RXO in 2023 produced a +28.6% 90-day return, and his cross-ticker track record shows a 100.00% win rate on buys at the 90-day mark with avg 90d return +23.7%, establishing a history of well-timed acquisitions.

RXO Director Szlosek buys 8,700 shares at $14.41; stock now at $16.62, +21.5% in 30 days

Director Thomas A Szlosek purchased 8,700 shares at $14.41 on 2025-05-09, establishing an initial position in RXO from zero prior holdings. The stock has rallied 21.5% over the past 30 days and currently trades at $16.62, 47.9% below its 52-week high of $31.90. Szlosek's prior transaction at RXO (buy on 2023-09-15) generated a 90-day return of +28.6%, indicating a pattern of buying at levels that preceded subsequent appreciation. However, RXO remains unprofitable with a net income of $-31.0M on revenue of $1.4B, despite annual revenue growth of 15.9%, warranting close attention to whether fundamental trajectory supports the recent price momentum.

Director Michelle Nettles buys 1,800 RXO shares at $27.89; RXO posts -18.1% annual revenue decline and -$243M net loss.

Director Michelle Nettles purchased 1,800 shares of RXO at $27.89 on 2024-11-12, increasing her holdings by 13.4% from 13,385 to 15,185 shares. This acquisition occurs against a backdrop of significant operational headwinds: RXO reported annual revenue decline of -18.1% and a net loss of -$243.0M, with a P/E ratio of 916.33 reflecting the unprofitable state. The company's stock is currently trading at $27.49, down 13.8% from its 52-week high of $31.90. While the purchase represents a material addition to her personal position, the fundamental deterioration in the business (shrinking revenues, substantial losses) and the stock's recent weakness (-5.8% over 30 days) place this transaction in context of unfavorable operating conditions rather than obvious valuation opportunity.

MFN Partners, LP acquires 10,266,810 shares ($207.5M) at $20.21; holdings jump to 27.58M (+59.3%)

MFN Partners, LP purchased 10,266,810 shares for $207,492,230.10 on 2024-08-12, increasing its stake to 27,577,666 shares post-transaction—a 59.3% increase from the 17,310,856 shares held previously. The acquisition at $20.21 per share now sits beneath the current price of $27.51 and well below the 52-week high of $31.90. Across the insider's cross-ticker trading history, 17 prior buys averaged a 90-day return of +38.1% with an 88.24% win rate; at RXO specifically, all 5 prior purchases showed positive 90-day returns, averaging between +42.8% and +58.0%. However, RXO's fundamentals present a counterweight: the company posted a negative net income of $-7,000,000.00 in the latest quarter, annual revenue contracted 18.1% year-over-year, and the P/E multiple of 917.00 is extreme. The scale of this purchase—more than doubling the prior holding—combined with the insider's historically successful buy pattern at this ticker against a backdrop of deteriorating financial performance merits investor scrutiny of the underlying rationale.