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

AI-Powered SEC Filing Analysis

Insider Trading Filed: 2026-05-11

Key Insights

  • Director Paula Tolliver received 992 restricted stock units (RSUs) as part of annual equity-based compensation on 05/07/2026, reflecting standard director compensation practices at CHRW.
  • The RSUs are immediately vested and will convert to common stock upon Tolliver's termination of service as director, indicating favorable vesting terms for board members.
  • Tolliver's total beneficial ownership following this grant stands at 17,375 shares of common stock (direct ownership), representing a modest equity stake relative to typical institutional holdings.
Insider Trading Filed: 2026-05-11

Key Insights

  • Director Kermit R. Crawford acquired 992 restricted stock units (RSUs) as part of annual equity compensation on 05/07/2026, demonstrating standard non-employee director compensation practices with immediate vesting.
  • The RSUs will convert to common stock shares upon Crawford's termination of service as director according to his previously selected payout schedule, indicating deferred compensation alignment with shareholder interests.
  • This routine director equity grant represents typical governance practice and does not signal material insider trading activity or significant changes in beneficial ownership concentration.
Insider Trading Filed: 2026-05-11

Key Insights

  • Director Jodee A. Kozlak received 992 restricted stock units (RSUs) as an annual equity-based award on 05/07/2026, bringing total beneficial ownership to 29,006 shares, indicating continued director compensation through equity.
  • The RSUs are immediately vested but payable in shares of common stock according to a previously chosen payment schedule by the director, suggesting a deferred compensation structure for non-employee directors.
  • This is a routine annual equity grant to a non-employee director rather than a significant insider buy or sell transaction, representing standard corporate governance practice rather than a material change in insider sentiment.
Insider Trading Filed: 2026-05-11

Key Insights

  • Director Paige K. Robbins acquired 992 restricted stock units (RSUs) as an annual equity-based award on 05/07/2026, bringing total beneficial ownership to 4,467 shares, representing routine director compensation rather than discretionary insider buying.
  • The RSUs are immediately vested with deferred settlement, meaning Robbins will receive common stock shares upon termination of service according to her pre-selected distribution schedule, indicating standard non-employee director compensation practice.
  • This transaction reflects normal course equity grants to board members and carries minimal significance for assessing insider confidence or company sentiment, as director equity awards are mandated governance practices rather than voluntary investment decisions.
Insider Trading Filed: 2026-05-11

Key Insights

  • Director Michael H. McGarry acquired 992 restricted stock units (RSUs) as part of annual equity-based compensation on 05/07/2026, with immediate vesting and future settlement in common stock upon termination of service.
  • The filing corrects prior omissions of shares from the reporting person's earlier filings, indicating a clerical correction rather than a new material transaction, which is routine administrative housekeeping.
  • McGarry's total beneficial ownership of common stock stands at 4,467 shares following the RSU grant, demonstrating continued modest equity stake as a director but no significant new investment or accumulation pattern.
Insider Trading Filed: 2026-05-11

Key Insights

  • Mary Guilfoile, a Director at CHRW, acquired 992 restricted stock units (RSUs) as part of standard annual equity-based compensation for non-employee directors on 05/07/2026, indicating routine director compensation practices.
  • The RSUs are immediately vested and will convert to common stock shares following her termination of service according to a previously chosen payment schedule, demonstrating standard non-employee director equity arrangements.
  • This transaction represents a modest equity stake addition with no indication of aggressive insider buying or selling, suggesting confidence is neither particularly heightened nor diminished at this time.
  • The filing shows Guilfoile beneficially owns 22,552 shares following this transaction, indicating a meaningful but not substantial personal stake in the company for a board member.
Insider Trading Filed: 2026-05-11

Key Insights

  • Director Mark A. Goodburn acquired 992 restricted stock units (RSUs) as part of annual equity-based compensation on 05/07/2026, demonstrating standard director compensation practices rather than discretionary insider buying.
  • The RSUs are immediately vested and will convert to common stock upon termination of service according to Goodburn's previously selected schedule, indicating alignment with shareholder interests through equity holdings.
  • Total beneficial ownership following the transaction is 13,751 shares in direct form, representing a modest position that reflects typical non-employee director shareholding levels at a major transportation logistics company.
Insider Trading Filed: 2026-05-11

Key Insights

  • Director Timothy C. Gokey received 992 restricted stock units (RSUs) as an annual equity-based award on 05/07/2026, bringing his total beneficial ownership to 26,809 shares, representing routine director compensation rather than discretionary insider buying.
  • The RSUs are immediately vested but will be paid out in common stock only upon Gokey's termination of service as director, indicating this is a retention-focused compensation mechanism rather than a market confidence signal.
  • This filing represents standard director equity compensation for a non-employee board member and does not indicate significant insider trading activity or material changes in insider confidence in the company.
Insider Trading Filed: 2026-05-11

Key Insights

  • Director Edward G. Feitzinger acquired 992 restricted stock units (RSUs) as part of annual equity-based compensation on 05/07/2026, bringing his total beneficial ownership to 2,262 shares, indicating routine director compensation rather than material insider investment.
  • The RSUs are immediately vested but payable in common stock upon termination of service according to a previously chosen schedule, representing standard non-employee director equity awards with no discretionary timing element.
  • This transaction reflects normal course compensation practices for board members and carries neutral sentiment as it does not indicate insider confidence in stock value through voluntary purchases at market prices.
Current Report Filed: 2026-05-11

Key Insights

  • Strong shareholder engagement with 93.4% attendance rate demonstrates robust investor confidence in company leadership and governance practices.
  • All ten director nominees were elected with overwhelming support, with most receiving over 99% approval, indicating stable governance and board continuity going forward.
  • Non-binding say-on-pay vote passed with 95.8% approval (96.1M for vs 4.1M against), suggesting shareholders support executive compensation structure and performance alignment.
  • Ratification of Deloitte & Touche LLP as auditor and approval of amended employee stock purchase plan both passed with strong majorities, showing support for internal controls and employee incentive programs.
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

  • 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: 2026-02-19

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

  • 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: 2026-02-13

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.

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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.