MFN Partners, LP - 12 Feb 2026 Form 4 Insider Report for RXO, Inc. (RXO)

Reporting relationship: 10%+ Owner
Issuer ticker: RXO
Reported as of: 12 Feb 2026
Net transaction value: +$6,387,312
SEC form: 4
Accepted by SEC: 17 Feb 2026, 16:21:23 UTC
Prior SEC filing: 08 Jan 2025
Source filing: View source filing
Reporting owner signature: MFN PARTNERS, LP, By: /s/ Jonathan Reisman, Name: Jonathan Reisman, Title: Authorized Person

Key filing fact

MFN Partners, LP filed Form 4 for RXO, Inc. (RXO) on 17 Feb 2026.

Key facts

This page summarizes MFN Partners, LP's Form 4 filing for RXO, Inc. (RXO).
1 reported transaction and 0 derivative rows are listed below.
Accepted by SEC: 17 Feb 2026, 16:21.

Change

Previous filing in this sequence was filed on 08 Jan 2025.
Current net transaction value: +$6,387,312.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (6)

CIK 0001732960 Primary reporting owner

MFN Partners, LP

Relationship: 10%+ Owner
Address: 222 BERKELEY STREET, 13TH FLOOR, BOSTON
Signature: MFN PARTNERS, LP, By: /s/ Jonathan Reisman, Name: Jonathan Reisman, Title: Authorized Person
Signature date: 17 Feb 2026

CIK 0001814126

MFN Partners GP, LLC

Relationship: 10%+ Owner
Address: 222 BERKELEY STREET, 13TH FLOOR, BOSTON
Signature: MFN PARTNERS GP, LLC, By: /s/ Jonathan Reisman, Name: Jonathan Reisman, Title: Authorized Person
Signature date: 17 Feb 2026

CIK 0001732811

MFN Partners Management, LP

Relationship: 10%+ Owner
Address: 222 BERKELEY STREET, 13TH FLOOR, BOSTON
Signature: MFN PARTNERS MANAGEMENT, LP, By: /s/ Jonathan Reisman, Name: Jonathan Reisman, Title: Authorized Person
Signature date: 17 Feb 2026

CIK 0001814127

MFN Partners Management, LLC

Relationship: 10%+ Owner
Address: 222 BERKELEY STREET, 13TH FLOOR, BOSTON
Signature: MFN PARTNERS MANAGEMENT, LLC, By: /s/ Jonathan Reisman, Name: Jonathan Reisman, Title: Authorized Person
Signature date: 17 Feb 2026

CIK 0001814117

DeMichele Michael

Relationship: 10%+ Owner
Address: 222 BERKELEY STREET, 13TH FLOOR, BOSTON
Signature: MICHAEL F. DEMICHELE, By: /s/ Michael F. DeMichele
Signature date: 17 Feb 2026

CIK 0001575023

NANJI FARHAD

Relationship: 10%+ Owner
Address: 222 BERKELEY STREET, 13TH FLOOR, BOSTON
Signature: FARHAD NANJI, By: /s/ Farhad Nanji
Signature date: 17 Feb 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

RXO transaction

Common Stock

Purchase

Transaction value: $6,387,312
Shares: +532,276
Change %: +1.9%
Price: $12.00
Shares after: 28,109,942
Date: 12 Feb 2026
Ownership: Direct
Footnotes: F1

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 1 footnote

Footnote F1

MFN Partners, LP (the "Partnership") is the holder of the securities reported herein. MFN Partners GP, LLC ("MFN GP") is the general partner of the Partnership. MFN Partners Management, LP ("MFN Management") is the investment adviser to the Partnership. MFN Partners Management, LLC ("MFN LLC") is the general partner of MFN Management. Farhad Nanji and Michael F. DeMichele are managing members of MFN GP and MFN LLC. Each Reporting Person disclaims beneficial ownership of such securities, except to the extent of such Reporting Person's pecuniary interest, if any, therein.