Bomber Karen Bellum 4

What Happened

• Karen Bellum, Chief Commercial Officer of GXO Logistics (GXO), received a grant of 3,507 restricted stock units (RSUs) on January 26, 2026. The units were awarded as a derivative compensation award (transaction code A) at $0.00 per unit — no cash was paid by the insider.
• These RSUs do not represent immediate shares; they are contingent rights that will convert to either one share of GXO common stock or a cash payment equal to the fair market value per share upon vesting.

Key Details

• Transaction date: 2026-01-26; Form 4 filed 2026-01-28 (appears timely).
• Award: 3,507 RSUs granted at $0.00 (derivative award).
• Vesting: RSUs vest in three equal annual installments on Jan 26, 2027; Jan 26, 2028; and Jan 26, 2029 (subject to continued employment). (Footnotes F1 & F2)
• Shares owned after transaction: not disclosed in this filing.
• No tax-withholding, sale, or exercise noted — this was an award/grant, not a purchase or sale.

Context

• RSUs are a form of compensation/retention: they only convert into shares or cash when they vest, so they do not provide immediate tradable stock. Awards are common executive compensation and do not in themselves signal buying or selling intent.
• For retail investors, purchases are often more indicative of personal conviction than compensation awards; this filing documents pay-related equity granted to a company officer.