Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CSX CORPCSX · Entity 442 | EVP - Operations | August 01, 2023 | August 02, 2023 |
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.
CSX CORP
Report date August 01, 2023 · Filed August 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | IndirectCSX Executive Deferred Compensation Plan | 3,183 |
Reported balance
After 2023-08-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-08-01 · Grant · Acquired 94 · Balance 3,183 F1: Each unit of phantom stock is the economic equivalent of one share of Company common stock. Units of phantom stock become payable, in cash, consistent with the Reporting Person's distribution election made at the time of deferral. F2: By Trustee, CSX Corporation Executive Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Each unit of phantom stock is the economic equivalent of one share of Company common stock. Units of phantom stock become payable, in cash, consistent with the Reporting Person's distribution election made at the time of deferral.
F2: By Trustee, CSX Corporation Executive Deferred Compensation Plan.
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 |
|---|---|---|---|---|---|---|
| January 22, 2021 Filed Jan 26, 2021 22:05 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 4,578 | $87.64 | $401,215.92 |
DisclosureSEC source: 0001209191-21-005407 · doc4.xml · nonDerivative · entry 1 Boychuk Jamie J. · CIK 0001790747 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,683 F1 · shares: Shares awarded pursuant to the CSX 2018 - 2020 Long Term Incentive Plan. Read SEC document |
| May 26, 2020 Filed May 27, 2020 20:35 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 548 | $72.14 | $39,532.72 |
DisclosureSEC source: 0001209191-20-032318 · doc4.xml · nonDerivative · entry 1 Boychuk Jamie J. · CIK 0001790747 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,764 F1 · shares: Withholding of stock to satisfy tax obligation. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 21:33 UTC | CSX CORP CSX · Entity 442 | GrantOption · Derivative | 72,309 | $79.51 Strike: $79.51 | $5,749,288.59 |
DisclosureSEC source: 0001209191-20-011090 · doc4.xml · derivative · entry 2 Boychuk Jamie J. · CIK 0001790747 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,309 Underlying: Common Stock · 72,309 shares Expires 2030-02-18 F2 · shares: The options were granted pursuant to the Company's 2020-2022 Long-Term Incentive Plan. F3 · derivative.exercise_date: The option vests in three equal installments on February 18, 2021, February 18, 2022 and February 18, 2023. Read SEC document |
| January 02, 2020 Filed Feb 20, 2020 21:33 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 63 | $61.51 | $3,875.13 |
DisclosureSEC source: 0001209191-20-011090 · doc4.xml · nonDerivative · entry 1 Boychuk Jamie J. · CIK 0001790747 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,312 F1 · shares: Shares acquired under CSX Corporation Employee Stock Purchase Plan on January 2, 2020. 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.