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Insider Cluster (2 insiders) ·Filed Oct 2, 2026

XPO

XPO, Inc.
BEARISH
Impact 4/10
Horizonweeks Processed24d 18h ago
Insider cluster: 2 insiders, $255K total
Actionable Insight ▼ Bearish

Monitor for any upcoming earnings release or material corporate event that may have prompted the coordinated C-suite sales. If no news follows within two weeks, the sales may be routine portfolio diversification.

DirectionBearish
Confidencemedium
Horizonweeks
Latest settled — T+5d
XPO ▼ -1.41% at T+5d
SHORT call ✓ call won +1.41% · α vs SPY +2.57% · entry $186.09 → $183.47
Next anchor: T+20d in 3d
Latest observation: T+15 +0.09% FF3 residual α
Entry = T+0 close
Oct 2, 2026
via day close
T+1d
-1.74%
call +1.74% · α +2.41%
$182.86
settled 22d ago
T+5d
-1.41%
call +1.41% · α +2.57%
$183.47
settled 18d ago
T+20d
Pending
in 3d
T+60d
Pending
in 2mo

Price Chart

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Executive Summary

XPO's COO and CFO sold a combined $255K in open-market sales on the same day, October 1, 2026. The dollar amount is modest relative to XPO's market cap (likely <0.1%), and the trades lack a 10b5-1 plan indication, but the joint C-suite timing warrants attention. Prior bullish reports on XPO have underperformed, biasing the impact score downward.

Key Financial Metrics

Direction
selling
Total Value
$255.0K
Insiders
2

Key Facts

  • COO David J. Bates sold 700 shares at $175.77 for $123K on 2026-10-01
  • CFO Kyle Wismans sold 750 shares at $175.47 for $132K on 2026-10-01
  • Total insider sales of $255K, all open-market (code S) with no 10b5-1 plan noted
  • Both sales occurred on the same day, suggesting coordinated or blackout-window-driven activity

Financial Impact

Total sales of $255K represent a trivial fraction of XPO's market cap (likely <0.1%), but the joint C-suite timing is notable

insider ownershipmarket sentiment

Risk Factors

  • Insider sales may signal management's view that the stock is fairly valued or overvalued near $175
  • Prior bullish reports on XPO have underperformed, suggesting the stock may face headwinds

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-XPO-1790944225612
23 reports for XPO
Performance horizon
60% Hit rate @ T+1 3 of 5 directional calls Went positive at some point 3 of 5 best @ T+5▲ +6.07%Apr 30, 2026
Filters
Rows
Reports for XPO — sortable, filterable
TypeNow
Oct 26, 2026
today
Institutional Cluster
NEUTRAL ★ 2/10
$183.21awaiting T+1—$182.32 (−0.49%)
Oct 2, 2026
24d ago
Insider Cluster
BEARISH ★ 4/10
$186.09 $182.86▲ +1.74%▲ +2.41%$182.32 (+2.03%)
Oct 1, 2026
25d ago
Press Release
NEUTRAL ★ 3/10
$179.73 $186.09▲ +3.54%▲ +2.80%$182.32 (+1.44%)
Sep 21, 2026
5w ago
Press Release
NEUTRAL ★ 2/10
$174.34 $177.67▲ +1.91%▲ +1.93%$182.32 (+4.58%)
Sep 15, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$174.41 $175.34▲ +0.53%▼ −0.60%$182.32 (+4.54%)
Sep 9, 2026
6w ago
Press Release
NEUTRAL ★ 1/10
$182.34awaiting T+1—$182.32 (−0.01%)
Sep 3, 2026
7w ago
Press Release
NEUTRAL ★ 2/10
$193.10 $190.06▼ −1.57%▼ −1.03%$182.32 (−5.58%)
Aug 18, 2026
9w ago
Press Release
NEUTRAL ★ 2/10
$202.72 $197.43▼ −2.61%▼ −2.82%$182.32 (−10.06%)
Jul 30, 2026
12w ago
8-K
NEUTRAL ★ 4/10
$199.26 $200.97▲ +0.86%▲ +0.15%$182.32 (−8.50%)
Jul 30, 2026
12w ago
8-K
BULLISH ★ 7/10
$199.26 $200.97▲ +0.86%▲ +0.15%$182.32 (−8.50%)
Showing 10 of 23

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Report published Oct 2, 2026