Michael D. Castagnetto, serving as President, North American Surface Transportation for C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW), executed a purchase of the company's common stock that totaled $99,999. The transaction, disclosed on a Form 4 filed with the Securities and Exchange Commission, involved the acquisition of 594.388 shares at a unit price of $168.24 and was recorded on February 12, 2026.
Following this purchase, the filing indicates Castagnetto now directly holds 3,336.388 shares of C.H. Robinson and indirectly owns an additional 32,152 shares. The Form 4 also documents a separate event: a sale by Castagnetto on February 2, 2026, at $194.20 per share that was identified as matchable under Section 16(b) of the Securities Exchange Act of 1934. In relation to that short-swing transaction, Castagnetto paid the company $15,430.32, which the filing describes as the profit realized from the transaction.
Summary of recent company results and market context
In other disclosures, C.H. Robinson reported its fourth-quarter results for 2025. The company posted earnings per share (EPS) of $1.23, outpacing the consensus estimate of $1.13. Revenue for the quarter was $3.9 billion, which fell short of the expected $3.98 billion. The company has pointed to initiatives around AI-driven efficiency and efforts to expand market share as elements contributing to its performance.
Market reaction to C.H. Robinson has included volatility tied to commentary about transportation management software. A social media post concerning AI-enabled transportation management software preceded a notable selloff in the company's shares, prompting coverage from Barclays. The bank reiterated an Overweight rating on the stock and characterized the prior selloff as "disproportionate," suggesting the move created a buying opportunity.
Key points
- Insider purchase: Castagnetto bought 594.388 shares at $168.24 on February 12, 2026, for a total of $99,999.
- Ownership and short-swing settlement: Post-transaction holdings include 3,336.388 shares directly and 32,152 shares indirectly; a February 2 sale was matched under Section 16(b), and Castagnetto paid $15,430.32 to the company.
- Company performance and market reaction: Q4 2025 EPS exceeded estimates while revenue slightly missed; Barclays defended the stock after a selloff tied to a tweet about AI transportation management software.
Risks and uncertainties
- Regulatory and compliance risk - The Form 4 notes a short-swing transaction matchable under Section 16(b), illustrating the potential for insider trades to trigger required settlements.
- Market sensitivity to software and AI commentary - Share volatility followed a social media post concerning AI transportation management software, indicating sentiment-driven price moves in the logistics and software-adjacent markets.
- Revenue execution risk - While EPS beat estimates in Q4 2025, reported revenue slightly missed forecasts, highlighting potential execution or demand variability for the logistics business.
These items together represent the set of recent, disclosed corporate and insider actions at C.H. Robinson. The Form 4 filing provides the precise transaction details and the associated short-swing payment. The quarterly financials and the market commentary cited by Barclays are presented in the company's reported results and public market reactions.