Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COSTCO WHOLESALE CORP /NEWCOST · Entity 2803 | Executive Vice President | March 02, 2026 | May 15, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
COSTCO WHOLESALE CORP /NEW
Report date March 02, 2026 · Filed May 15, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,127.836 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · Balance 4,127.836 F1: Includes 2,726.578 shares of common stock that are unvested grants of Restricted Stock Units ("RSUs") that due to an administrative error were omitted from the reporting person's original Form 3, filed on March 11, 2026. The vesting schedule for the RSUs is as follows: 1,015.942 shares will vest on October 22, 2026; 769.586 shares will vest on October 22, 2027; 514.05 shares will vest on October 22, 2028; and 427 shares will vest on October 22, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 2,726.578 shares of common stock that are unvested grants of Restricted Stock Units ("RSUs") that due to an administrative error were omitted from the reporting person's original Form 3, filed on March 11, 2026. The vesting schedule for the RSUs is as follows: 1,015.942 shares will vest on October 22, 2026; 769.586 shares will vest on October 22, 2027; 514.05 shares will vest on October 22, 2028; and 427 shares will vest on October 22, 2029.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 12, 2026 Filed Mar 13, 2026 20:12 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | OtherCommon Stock | 642.1252 | $991.21 | $636,482.78 |
DisclosureSEC source: 0000909832-26-000035 · form4.xml · nonDerivative · entry 1 George Sarah Catherine · CIK 0002112687 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Indirect · By 401(k) Disclosed balance after: 0 F1 · shares: Reflects a transaction by which the reporting person through an intra-plan transfer disposed of the 642.1252 shares of common stock previously reported as beneficially owned under Costco's 401(k) plan, pursuant to the company's policy prohibiting executive officers from participating in the common stock fund. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.