C. H. ROBINSON WORLDWIDE, INC. (CHRW)

AI-Powered SEC Filing Analysis

Insider Trading Filed: 2026-05-07

Key Insights

  • Chief Legal Officer Dorothy Capers acquired 1,204 shares through vesting of restricted stock units (RSUs) on 05/05/2026, with shares withheld for tax obligations, indicating standard executive compensation activity rather than discretionary buying.
  • Capers now beneficially owns 19,360 total shares following the transaction, with 15,381 shares represented by unvested RSUs, suggesting significant long-term incentive alignment with company performance.
  • The transaction occurred at an implicit price of $161.24 per share, reflecting CHRW's stock valuation at the time of vesting; this is a routine equity compensation event typical for C-suite officers rather than a signal of insider confidence or concern.
Quarterly Report Filed: 2026-05-01

Key Insights

  • The filing shows CHRW operates through two main segments: North American Service Transportation (NAST) and Global Forwarding, with detailed tracking of Transportation Customers Freight and Sourcing metrics for Q1 2026 versus Q1 2025 comparisons.
  • The company maintains multiple debt facilities including Series B and C Senior Notes, a Receivables Securitization Facility, and a revolving credit agreement, indicating active capital management and liquidity needs typical for asset-light logistics operations.
  • Equity structure includes active stock-based compensation programs (RSUs, performance-based awards, employee stock purchase plan) and recent awards granted on February 4, 2026, reflecting ongoing employee retention and incentive alignment strategies.
  • The filing includes detailed derivative financial instrument disclosures (interest rate swaps, SOFR-based pricing), suggesting exposure to interest rate fluctuations that management is actively hedging in the current rate environment.
Current Report Filed: 2026-04-29

Key Insights

  • C.H. Robinson filed an 8-K on April 29, 2026 announcing Q1 2026 financial results for the quarter ended March 31, 2026, indicating the company is maintaining regular earnings disclosure practices.
  • The filing includes both a press release and earnings conference call slides, suggesting management is providing comprehensive guidance to investors regarding operational and financial performance.
  • This is a routine earnings announcement filing with no material agreements, leadership changes, or extraordinary events disclosed, representing standard quarterly reporting activity.
Insider Trading Filed: 2026-04-02

Key Insights

  • The reporting person, Timothy C. Gokey, acquired 193 restricted stock units of C.H. Robinson Worldwide, Inc. on March 31, 2026 as part of his director compensation.
  • The restricted stock units are immediately vested and will be paid out in shares of common stock following Gokey's termination of service as a director.
  • This insider transaction suggests Gokey's continued commitment to the company and confidence in its long-term prospects.
Insider Trading Filed: 2026-04-02

Key Insights

  • Mark A. Goodburn, a director of C.H. Robinson Worldwide, Inc. (CHRW), has disposed of 2,280 shares of the company's common stock on March 31, 2026.
  • Goodburn has also been granted 219 restricted stock units (RSUs) that will be paid out in shares of CHRW common stock after his termination of service as a director.
  • The disposition of shares and the grant of RSUs suggest insider activity and changes in Goodburn's beneficial ownership of CHRW stock.
Insider Trading Filed: 2026-02-19

Key Insights

  • Arun Rajan, the Chief Strategy and Innovation Officer of C.H. Robinson Worldwide, Inc., disposed of 9,030 shares of the company's common stock on February 17, 2026 to satisfy his tax withholding obligation upon the vesting of restricted stock units.
  • Following the reported transaction, Rajan continues to hold 124,626 shares of the company's common stock, including 57,713 shares issuable in settlement of restricted stock units and deferred shares, as well as 66,913 shares held directly.
  • The transaction does not appear to indicate any significant shift in Rajan's overall beneficial ownership position in the company, as he continues to hold a substantial number of shares.
Insider Trading Filed: 2026-02-19

Key Insights

  • Michael J. Short, the President of Global Forwarding at C.H. Robinson Worldwide, Inc., disposed of 7,803 shares of the company's common stock to satisfy tax withholding obligations upon the vesting of restricted stock units.
  • Short currently holds 44,298 shares of C.H. Robinson Worldwide, Inc., including 34,279 shares issuable upon settlement of restricted stock units and deferred shares, and 10,019 shares held directly.
  • The transaction represents a relatively small portion of Short's overall beneficial ownership in the company and is likely a routine tax-related transaction, not an indication of a broader sell-off.
Insider Trading Filed: 2026-02-19

Key Insights

  • The reporting person, Angela K. Freeman, is the CHRO and ESG Officer of C.H. Robinson Worldwide, Inc. and has disposed of 6,787 shares of the company's common stock to satisfy tax withholding obligations.
  • The reporting person still holds a significant beneficial ownership of 48,824 shares, including 37,742 shares issuable upon the settlement of restricted stock units and deferred shares.
  • The transaction appears to be a routine stock disposition to cover tax liabilities and does not indicate any major change in the reporting person's overall stake in the company.
Insider Trading Filed: 2026-02-19

Key Insights

  • Michael D. Castagnetto, President of the NAST division at C.H. Robinson Worldwide, Inc., has disposed of 3,009 shares of the company's common stock to satisfy tax withholding obligations upon the vesting of restricted stock units.
  • Following the transaction, Castagnetto continues to hold a significant stake in the company, with 32,479.388 shares of common stock beneficially owned, including shares issuable upon the settlement of restricted stock units and deferred shares in his NQDC Plan account.
  • The sale of shares to cover tax withholding obligations is a common practice among company executives and does not necessarily indicate a broader selling pattern or lack of confidence in the company's outlook.
Insider Trading Filed: 2026-02-13

Key Insights

  • The reporting person, Michael D. Castagnetto, purchased 594.388 shares of C.H. Robinson Worldwide, Inc. (CHRW) common stock on February 12, 2026, which was matched with a previous sale of shares, resulting in a profit that the reporting person has paid back to the company.
  • The reporting person holds a total of 35,488.388 shares of CHRW common stock, including 32,152 shares issuable in settlement of restricted stock units and deferred shares credited to his NQDC Plan account.
  • The reporting person's purchase of CHRW shares indicates his continued confidence in the company and alignment with shareholder interests.
Insider Trading Filed: 2026-02-13

Key Insights

  • The reporting person, David P. Bozeman, who is the President and CEO of C.H. Robinson Worldwide, Inc., has purchased 1,223 shares of the company's common stock at an average price of $163.345 per share.
  • This transaction increases Bozeman's direct beneficial ownership in the company to 190,600 shares, including 75,792 shares of restricted stock units.
  • Insider buying, especially by the CEO, can be a positive signal for the company's prospects and may indicate management's confidence in the business.
Insider Trading Filed: 2026-02-13

Key Insights

  • Arun Rajan, the Chief Strategy and Innovation Officer, purchased 605 additional shares of C.H. Robinson Worldwide, Inc. (CHRW) at $167.11 per share, increasing his direct beneficial ownership to 133,656 shares.
  • The transaction was made directly and not through any derivative securities, indicating Rajan's confidence in the company's prospects.
  • Insider buying, especially by a C-suite executive, can be a positive signal for investors as it suggests management's belief in the company's long-term growth potential.
Insider Trading Filed: 2026-02-13

Key Insights

  • Damon J. Lee, the Chief Financial Officer, purchased 620 shares of C.H. Robinson Worldwide, Inc. (CHRW) at $162.52 per share, increasing his direct ownership to 41,364 shares.
  • The purchase suggests Lee's confidence in the company's prospects and alignment with shareholder interests.
  • The transaction amounts to a relatively small percentage of Lee's total shareholding, which includes 32,838 shares of restricted stock units, indicating this is not a major portfolio rebalancing event.
Annual Report Filed: 2026-02-13

Key Insights

  • C.H. Robinson Worldwide, Inc. reported strong revenue growth of 11.2% year-over-year, driven by increases in both Transportation and Sourcing segments.
  • The company's operating margin improved by 0.5 percentage points to 8.1%, indicating improved operational efficiency.
  • C.H. Robinson provided positive guidance for the next fiscal year, projecting continued revenue and margin expansion, which could signal a favorable outlook for the business.
Insider Trading Filed: 2026-02-06

Key Insights

  • The reporting person, Angela K. Freeman, acquired 3,930 restricted stock units and 2,621 performance-based restricted stock units, which will vest over the next 3 years, indicating confidence in the company's long-term growth.
  • Freeman's total beneficial ownership of C.H. Robinson Worldwide's common stock increased to 70,116 shares, demonstrating her commitment to the company.
  • The transactions were made directly by the reporting person, suggesting a personal investment decision rather than an indirect or institutional holding.
Insider Trading Filed: 2026-02-06

Key Insights

  • Arun Rajan, the Chief Strategy and Innovation Officer, acquired a significant number of shares through restricted stock units (11,780) and performance-based restricted stock units (7,225) that vested on 02/04/2026.
  • The total number of shares beneficially owned by Arun Rajan increased to 133,051, including 77,512 shares issuable upon settlement of restricted stock units and deferred shares in his NQDC Plan account.
  • The insider transaction suggests Arun Rajan's continued commitment to and confidence in the company's long-term growth and performance.
Insider Trading Filed: 2026-02-06

Key Insights

  • The reporting person, Michael J. Short, acquired 4,710 restricted stock units that will vest ratably over three years and 3,618 performance-based restricted stock units that vested on February 4, 2026, indicating the company is incentivizing the executive's long-term alignment with shareholder interests.
  • The reporting person's total beneficial ownership of C.H. Robinson Worldwide, Inc. (CHRW) common stock increased to 62,256 shares, including 62,141 shares issuable upon settlement of restricted stock units and deferred shares in his NQDC Plan account.
  • The timing and nature of the insider transactions suggest continued confidence in the company's future performance and the board's commitment to retain key talent through equity-based compensation.
Insider Trading Filed: 2026-02-06

Key Insights

  • The reporting person, Michael D. Castagnetto, acquired 4,940 restricted stock units and 1,805 performance-based restricted stock units on February 4, 2026, indicating an increase in his ownership of C. H. Robinson Worldwide, Inc. (CHRW) shares.
  • The restricted stock units vest over a three-year period, while the performance-based restricted stock units have vested and will be settled in shares of the issuer's common stock.
  • The reporting person now holds a total of 34,894 shares of CHRW, including 32,152 shares issuable in settlement of restricted stock units and deferred shares in his NQDC Plan account.
Insider Trading Filed: 2026-02-06

Key Insights

  • Damon J. Lee, the Chief Financial Officer, acquired 5,610 shares of C.H. Robinson Worldwide, Inc. (CHRW) on February 4, 2026, with the shares vesting over a three-year period. This indicates the executive's confidence in the company's long-term prospects.
  • Lee's total beneficial ownership of CHRW shares increased to 40,744, with 32,838 shares in the form of restricted stock units and 7,906 shares held directly. This suggests the executive has a significant stake in the company's performance.
  • The acquisition of shares by the CFO, a key insider, is a positive signal for investors, as it aligns the executive's interests with those of shareholders and may indicate the company's growth potential.
Insider Trading Filed: 2026-02-06

Key Insights

  • The reporting person, Dorothy Capers, acquired 3,480 shares of C.H. Robinson Worldwide, Inc. (CHRW) common stock through vesting of restricted stock units. This indicates continued insider ownership and commitment to the company.
  • The total number of shares beneficially owned by Capers increased to 20,564, including 19,028 shares issuable upon settlement of restricted stock units. This suggests increasing insider ownership over time.
  • The transaction was executed on February 4, 2026, aligning with the company's typical equity compensation practices for executives.

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Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.