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Michelle Nettles

Lead Independent Director at RXO
Board

About Michelle Nettles

Michelle Nettles, age 53, has served as RXO’s lead independent director since November 1, 2022 and is currently Chair of the Nominating, Governance and Sustainability Committee and a member of the Audit Committee . She is the Global Chief People and Culture Officer at ManpowerGroup (since July 2019), and as of January 2025 is also responsible for ManpowerGroup’s legal and corporate governance functions; previously, she spent ~20 years at Molson Coors, culminating as Chief People and Diversity Officer (Oct 2016–Jul 2019) and earlier served as Assistant General Counsel leading labor and employment . Nettles holds a JD from the University of Wisconsin–Madison and a BA from Florida A&M University; she has no other public company board roles, is a board member of the Thurgood Marshall College Fund, and serves as board chair of Dr. Howard Fuller Collegiate Academy .

Past Roles

OrganizationRoleTenureCommittees/Impact
ManpowerGroupGlobal Chief People & Culture Officer; added oversight of legal and corporate governanceJul 2019–presentResponsibility for global HR, learning, culture, diversity; added legal/governance remit in Jan 2025
Molson Coors Brewing CompanyChief People & Diversity OfficerOct 2016–Jul 2019Led HR strategy including executive compensation, talent management, diversity & inclusion
Molson Coors Brewing CompanyAssistant General CounselVarious years within 20-year tenureLed labor and employment legal practice

External Roles

OrganizationRoleTenureNotes
Thurgood Marshall College FundBoard MemberNot disclosedNon-profit governance role
Dr. Howard Fuller Collegiate AcademyBoard ChairNot disclosedNon-profit governance role
Other public company boardsNoneN/ANo public company directorships

Board Governance

  • Lead Independent Director since November 1, 2022; presides over executive sessions and meetings when the chair is not present, and serves as liaison between independent directors and chair .
  • Current committees (as of Record Date): Chair, Nominating, Governance & Sustainability (NGSC); Member, Audit; not on Compensation Committee currently .
  • Committee rotations: In 2024, Nettles initially chaired Compensation Committee (with Kissel and Renna); on Sept 23, 2024, Compensation was reconstituted to Kingshott (chair), Kissel, Renna; NGSC reconstituted to Breves, Nettles (chair), Kingshott, Renna; Audit reconstituted to Szlosek (chair), Breves, Nettles .
  • Board classification and elections: Class III director term expiring 2025; standing for election at 2025 Annual Meeting alongside Mary Kissel (Class III); board to declassify by 2026 .
  • Independence: Board determined all directors except Jacobs, Wilkerson and Cooper (until Jan 1, 2025) were independent; Audit and Compensation Committees comprised entirely of independent directors .
  • Attendance: Board held 9 meetings in 2024; the Board had 100% attendance at every meeting except one, and each director attended all committee meetings on which they served; all directors attended the 2024 Annual Meeting .

Fixed Compensation

ComponentAmountDetail
Annual cash retainer$80,000Paid quarterly in arrears per policy
Lead Independent Director retainer$25,000Paid quarterly in arrears per policy
NGSC Chair retainer$20,000Paid quarterly in arrears per policy
Fees earned (cash) – 2024$125,000Actual for Nettles in 2024
Annual equity grant (Time-Based RSUs) – policy$190,000Granted first business day of each calendar year; units based on 10-day average price
Stock awards – grant-date fair value – 2024$185,437ASC 718 fair value in 2024
Unvested RSUs (as of Dec 31, 2024)8,045Vested on Jan 2, 2025
  • No meeting fees are paid; directors may be reimbursed for travel and related expenses .

Performance Compensation

  • RXO’s non-employee directors receive time-based RSUs; no director performance-based equity awards or cash bonuses are disclosed for directors .

Other Directorships & Interlocks

ItemStatusNotes
Other public company boardsNoneReduces risk of interlocks
Compensation Committee interlocksNoneNo officer/employees served; no material transactions in 2024 with committee members

Expertise & Qualifications

  • Corporate culture-building, ESG, labor/employment law, and HR with executive compensation and talent management experience .
  • Board’s skills matrix highlights her strengths across governance, risk management, human resources, talent management, M&A/optimization, and multinational corporate management relevant to RXO .

Equity Ownership

MetricValueNotes
Shares beneficially owned (Record Date)23,230Less than 1% of outstanding shares
RSUs counted in beneficial ownership (Record Date)7,745Per beneficial ownership table
Unvested RSUs outstanding (12/31/2024)8,045Vested on Jan 2, 2025
Ownership as % of shares outstanding<1%Denoted “* less than 1%”
Director stock ownership guideline5x annual cash retainerDirectors have five years to comply; time-based RSUs and vested deferred RSUs count
Compliance statusIn compliance or on trackAs of Record Date, all covered individuals complied or were on the way to complying
Hedging/pledgingProhibitedInsider trading policy prohibits pledging or hedging company securities

Insider Trades

Trade DateFiling DateTypeSharesPriceSource
Nov 12, 2024Nov 14, 2024Open market purchase (P)1,800$27.89

Governance Assessment

  • Strengths:
    • Lead Independent Director role enhances independent oversight, with explicit responsibilities for executive sessions and Board coordination .
    • Committee leadership and rotation: moved from Compensation Chair to NGSC Chair and Audit member in Sept 2024, aligning skills with ESG/governance oversight and strengthening audit oversight .
    • Strong attendance and engagement: Board had near-perfect attendance; committee attendance was 100% by each member; directors attended Annual Meeting .
    • No public company interlocks; no Item 404 related-party transactions disclosed involving Compensation Committee members in 2024 .
    • Stock ownership expectations (5x cash retainer) and compliance/on-track status; hedging/pledging prohibited; say-on-pay approval ~91% indicates broad shareholder support for compensation framework .
  • Potential Risks/Considerations:
    • Significant external role: Expanded remit at ManpowerGroup to include legal and corporate governance as of Jan 2025 may increase time commitments; continued Board monitoring of attendance and engagement mitigates this concern .
    • Audit Committee quality relies on financial expert Szlosek; Nettles contributes HR/legal/ESG expertise rather than accounting specialization, which is appropriate given committee’s composition and designated financial expert .

Notes on Committee Structure and Meetings

CommitteeMembers (as of Record Date)Chair2024 Meetings
AuditSzlosek, Breves, Cooper, NettlesSzlosek5 meetings; 1 unanimous written consent
CompensationKingshott, Kissel, Renna (Cooper added Jan 1, 2025)Kingshott6 meetings; 1 unanimous written consent
NGSCBreves, Nettles, Kingshott, RennaNettles2 meetings; 1 unanimous written consent

Director Compensation Policy Reference

ItemAmountNotes
Annual cash retainer$80,000Paid quarterly in arrears
Time-Based RSUs$190,000Granted first business day each year; units based on 10-day average price
Vice Chair retainer$25,000Paid quarterly in arrears
Lead Independent Director retainer$25,000Paid quarterly in arrears
Audit Chair retainer$25,000Paid quarterly in arrears
Compensation Chair retainer$20,000Paid quarterly in arrears
NGSC Chair retainer$20,000Paid quarterly in arrears

Additional Governance Policies

  • Majority voting in uncontested director elections; failure to receive majority requires resignation tender .
  • Board declassification expected by 2026; annual elections thereafter .
  • Clawback policy for incentive-based compensation applies to NEOs per Rule 10D-1; directors subject to stock ownership guidelines and insider trading policy; no golden parachute tax gross-ups .
  • Board oversight of sustainability via NGSC; IT/cyber risk oversight with regular updates and benchmarks .

Overall, Michelle Nettles presents strong governance credentials and independence, with deep HR/legal/ESG expertise, consistent committee leadership, and aligned ownership, alongside an open-market share purchase that signals confidence; no related-party or interlock red flags are disclosed .