FDX Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for FDX. 3 published articles.
Insider Activity
Over the trailing 90-day window, FDX insiders completed 8 open-market sales totaling $18.6M with no offsetting purchases, yielding an insider sentiment score of 0/100. Notable transactions include sales by Gina F. Adams (EVP General Counsel/Secretary) of $5.1M and $2.4M on 2026-04-14, and Tracy B. Brightman (EVP Chief People Officer) of $3.3M on 2026-04-16. The stock declined 14% over the period, while institutional investors showed accumulating activity via 13F filings, creating a divergence between insider and institutional positioning.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 6, 2026 | Griffith Susan Patriciadirector | Option | 1,343 | $247.07 |
| May 6, 2026 | Griffith Susan Patriciadirector | Option | 2,780 | $244.88 |
| May 6, 2026 | Griffith Susan Patriciadirector | Tax | 2,804 | $361.27 |
| Apr 28, 2026 | GORMAN STEPHEN Edirector | Tax | 1,785 | $388.46 |
| Apr 28, 2026 | GORMAN STEPHEN Edirector | Option | 4,727 | $146.62 |
| Apr 22, 2026 | Subramaniam Rajeshdirector, officer: President/CEO | Tax | 15,984 | $392.44 |
| Apr 22, 2026 | Subramaniam Rajeshdirector, officer: President/CEO | Option | 9,185 | $261.78 |
| Apr 22, 2026 | Subramaniam Rajeshdirector, officer: President/CEO | Option | 12,120 | $207.31 |
| Apr 16, 2026 | MARTIN R BRADdirector, officer: Executive Chairman | Option | 5,325 | $147.28 |
| Apr 16, 2026 | Brightman Tracy Bofficer: EVP - Chief People Officer | Sell | 5,094 | $363.33 |
| Apr 16, 2026 | Erwin Guy M IIofficer: CVP Chief Accounting Officer | Option | 177 | $130.96 |
| Apr 16, 2026 | Erwin Guy M IIofficer: CVP Chief Accounting Officer | Option | 350 | $261.78 |
| Apr 16, 2026 | Brightman Tracy Bofficer: EVP - Chief People Officer | Option | 2,781 | $292.13 |
| Apr 16, 2026 | MARTIN R BRADdirector, officer: Executive Chairman | Option | 3,980 | $174.64 |
| Apr 16, 2026 | Smith Richard Wdirector, officer: COO INTL - CEO Airline FEC | Option | 3,805 | $162.82 |
Source: FDX SEC Form 4 filings, latest May 6, 2026. For informational purposes only — not investment advice.
Research
Hormuz Blockade Hits Copper Hard: FCX Bleeds While XOM, CVX, OXY Rally
Bloomberg's April 13 Hormuz blockade report tanked copper and spiked aluminum spreads, bearish for FCX miners and UPS/FDX shippers but bullish for XOM/CVX/OXY on oil premiums. Energy majors' low leverage and production exposure position them for gains amid shipping chaos.
XOMCVXOXYRecord US Fuel Exports Crush VLO and MPC Rivals — While UPS and FDX Pay the Price
Record March US fuel exports to Europe/Asia amid Middle East gaps boost refiner margins for VLO, MPC, PSX, while diesel costs pressure FDX, UPS, CSX. MPC tops conviction list at 17.8x P/E with midstream tailwinds; UPS lags with -17% 1Y return.
VLOMPCPSXHormuz Shipping at Risk After UN Veto — XOM, CVX, OXY Primed as Oil Spikes
China and Russia's veto of a UN resolution protecting Strait of Hormuz shipping heightens risks to 20% of global oil flows, potentially boosting prices and favoring XOM, CVX, and OXY amid strong financials and low leverage. Logistics firms like UPS and FDX face headwinds from higher costs, while the market's muted reaction leaves room for catch-up rallies.
XOMCVXOXY
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