Insider Cluster (2 insiders) ·Filed Sep 15, 2026

XPO

XPO, Inc.
NEUTRAL
Impact 2/10
Horizondays Processed16d 20h ago
Insider cluster: 2 insiders, $169K total
Actionable Insight • Neutral

The cluster is too small to be informative. Monitor for any larger insider sales or changes in the company's business outlook. The 0% win rate on prior XPO reports suggests the stock has been weak regardless of filing content — this cluster does not change that trajectory.

DirectionNeutral
Confidencehigh
Horizondays
Latest settled — T+5d
XPO ▲ +3.16% at T+5d
NEUTRAL call ✓ call won +3.16% · α vs SPY +0.60% · entry $174.41 → $179.92
Next anchor: T+20d in 11d
Latest observation: T+10 +5.74% FF3 residual α
Entry anchored
Sep 15, 04:00 PM ET
via 1-min bar
T+1d
+0.53%
call +0.53% · α -0.60%
$175.34
settled 16d ago
T+5d
+3.16%
call +3.16% · α +0.60%
$179.92
settled 10d ago
T+20d
—
call — · α —
—
in 11d
T+60d
—
call — · α —
—
in 2mo

Price Chart

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Executive Summary

Two XPO C-suite executives — the COO and CFO — sold a combined $169K in open-market transactions on September 14, 2026. While the dollar amount is trivial relative to XPO's $21.1B market cap (0.0008%), the involvement of both the COO and CFO on the same day warrants attention. The cluster is purely selling, but the tiny size makes it routine portfolio diversification rather than a material signal of negative sentiment.

Key Financial Metrics

Direction
selling
Total Value
$603.0K
Insiders
2

Key Facts

  • COO David J. Bates sold 2,615 shares across 4 trades totaling ~$469K
  • CFO Kyle Wismans sold 750 shares for ~$134K
  • Total cluster value of ~$603K is 0.003% of XPO's $21.1B market cap
  • All trades were open-market sales on September 14, 2026
  • No insider buying activity in the cluster

Financial Impact

Total insider sales of ~$603K represent 0.003% of market cap — immaterial

insider_ownership

Risk Factors

  • Insider selling could accelerate if management sees headwinds in the transportation sector
  • XPO's stock has underperformed recently (avg -5.32% T+20 across prior reports) — this cluster adds no new information

Market Snapshot

Exchange
NYSE
Sector
Transportation Services
Analyst Consensus
73% bullish (30 analysts)

Investment Themes

Industrials & Manufacturing

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-XPO-1789506358044
19 reports for XPO
Performance horizon
50% Hit rate 3 of 6 directional calls best @ T+5▲ +6.07%Apr 30, 2026
Filters
Rows
Reports for XPO — sortable, filterable
TypeNow
Sep 15, 2026
16d ago
Insider Cluster
NEUTRAL ★ 2/10
$174.41 $179.92▲ +3.16%▲ +0.60%$186.09 (+6.70%)
Sep 9, 2026
23d ago
Press Release
BULLISH ★ 6/10
$182.34 $175.34▼ −3.84%▼ −3.34%$186.09 (+2.06%)
Sep 3, 2026
29d ago
Press Release
NEUTRAL ★ 2/10
$193.10 $180.49▼ −6.53%▼ −5.32%$186.09 (−3.63%)
Aug 18, 2026
6w ago
Press Release
NEUTRAL ★ 2/10
$202.72 $191.93▼ −5.32%▼ −5.12%$186.09 (−8.20%)
Jul 30, 2026
9w ago
8-K
NEUTRAL ★ 4/10
$199.26 $196.35▼ −1.46%▼ −5.08%$186.09 (−6.61%)
Jul 30, 2026
9w ago
8-K
BULLISH ★ 7/10
$199.26 $196.35▼ −1.46%▼ −5.08%$186.09 (−6.61%)
Jul 30, 2026
9w ago
Press Release
BULLISH ★ 7/10
$199.26 $196.35▼ −1.46%▼ −5.08%$186.09 (−6.61%)
Jul 27, 2026
9w ago
8-K
NEUTRAL ★ 2/10
$208.20 $200.97▼ −3.47%▼ −4.55%$186.09 (−10.62%)
Jun 4, 2026
17w ago
Press Release
NEUTRAL ★ 2/10
$218.14 $227.65▲ +4.36%▲ +6.92%$186.09 (−14.69%)
Jun 3, 2026
17w ago
8-K
NEUTRAL ★ 4/10
$218.14 $227.65▲ +4.36%▲ +6.92%$186.09 (−14.69%)
Showing 10 of 19

US Market Status

Market Closed — Opens Mon (65h 4m)

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Report published Sep 16, 2026