Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COSTCO WHOLESALE CORP /NEWCOST · Entity 2803 | Executive Vice President | September 10, 2026 | September 14, 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 September 10, 2026 · Filed September 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,598.269 |
Ending reported balance
After 2026-09-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-10 · Grant · Acquired 4,129 · Balance 8,056.804 F1: Grant was initially made on October 22, 2025, subject to performance conditions concerning fiscal 2026, which have been deemed satisfied by the Compensation Committee of the Board of Directors. The earned awards vest 20% on the first anniversary of the grant date and an additional 20% vest over each of the ensuing four years based on continued employment with the Company. In addition, under the 2019 Incentive Plan, employees are eligible for accelerated vesting upon the anniversary of their 25th, 30th and 35th years of service. F2: Not applicable. Grant of Restricted Stock Units. Row 2 · 2026-09-10 · Tax withholding · Disposed 1,458.535 · Balance 6,598.269 |
Filing footnotes · ownership attribution and instrument terms
F1: Grant was initially made on October 22, 2025, subject to performance conditions concerning fiscal 2026, which have been deemed satisfied by the Compensation Committee of the Board of Directors. The earned awards vest 20% on the first anniversary of the grant date and an additional 20% vest over each of the ensuing four years based on continued employment with the Company. In addition, under the 2019 Incentive Plan, employees are eligible for accelerated vesting upon the anniversary of their 25th, 30th and 35th years of service.
F2: Not applicable. Grant of Restricted Stock Units.
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 |
|---|---|---|---|---|---|---|
| September 10, 2026 Filed Sep 14, 2026 21:22 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 1,458.535 | $902.38 | $1,316,152.81 |
DisclosureSEC source: 0000909832-26-000072 · form4.xml · nonDerivative · entry 2 Jones Teresa A. · CIK 0002031064 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,598.269 Read SEC document |
| September 10, 2026 Filed Sep 14, 2026 21:22 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantCommon Stock | 4,129 | $0.00 | $0.00 |
DisclosureSEC source: 0000909832-26-000072 · form4.xml · nonDerivative · entry 1 Jones Teresa A. · CIK 0002031064 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,056.804 F1 · shares: Grant was initially made on October 22, 2025, subject to performance conditions concerning fiscal 2026, which have been deemed satisfied by the Compensation Committee of the Board of Directors. The earned awards vest 20% on the first anniversary of the grant date and an additional 20% vest over each of the ensuing four years based on continued employment with the Company. In addition, under the 2019 Incentive Plan, employees are eligible for accelerated vesting upon the anniversary of their 25th, 30th and 35th years of service. F2 · price: Not applicable. Grant of Restricted Stock Units. Read SEC document |
| January 27, 2026 Filed Jan 28, 2026 23:43 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0000909832-26-000020 · form4.xml · nonDerivative · entry 1 Jones Teresa A. · CIK 0002031064 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,927.804 F1 · kind: Gift to a charitable donor advised fund. Read SEC document |
| January 21, 2026 Filed Jan 23, 2026 21:53 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 850 | $986.26 | $838,318.20 |
DisclosureSEC source: 0000909832-26-000018 · form4.xml · nonDerivative · entry 1 Jones Teresa A. · CIK 0002031064 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,227.804 F1 · price: The price shown is a weighted average price for shares sold in multiple transactions; the sale prices ranged from $986.220 to $986.480 per share. The reporting person will provide the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| September 10, 2025 Filed Sep 12, 2025 21:43 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 1,503.321 | $956.29 | $1,437,610.84 |
DisclosureSEC source: 0000909832-25-000078 · form4.xml · nonDerivative · entry 2 Jones Teresa A. · CIK 0002031064 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,077.804 Read SEC document |
| September 10, 2025 Filed Sep 12, 2025 21:43 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantCommon Stock | 4,219 | $0.00 | $0.00 |
DisclosureSEC source: 0000909832-25-000078 · form4.xml · nonDerivative · entry 1 Jones Teresa A. · CIK 0002031064 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,581.125 F1 · shares: Grant was initially made on October 22, 2024, subject to performance conditions concerning fiscal 2025, which have been deemed satisfied by the Compensation Committee of the Board of Directors. The earned awards vest 20% on the first anniversary of the grant date and an additional 20% vest over each of the ensuing four years based on continued employment with the Company. In addition, under the 2019 Incentive Plan, employees are eligible for accelerated vesting upon the anniversary of their 25th, 30th and 35th years of service. F2 · price: Not applicable. Grant of Restricted Stock Units. Read SEC document |
| August 20, 2025 Filed Aug 22, 2025 21:26 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 600 | $992.05 | $595,230.00 |
DisclosureSEC source: 0000909832-25-000066 · form4.xml · nonDerivative · entry 1 Jones Teresa A. · CIK 0002031064 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,362.125 F1 · balance_after: Includes 1.183 shares that were inadvertently not previously reported. Read SEC document |
| October 23, 2024 Filed Oct 24, 2024 23:45 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 800 | $896.55 | $717,236.00 |
DisclosureSEC source: 0001127602-24-025946 · form4.xml · nonDerivative · entry 6 Jones Teresa A. · CIK 0002031064 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,960.942 Read SEC document |
| October 22, 2024 Filed Oct 24, 2024 23:45 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 450.256 | $893.49 | $402,299.23 |
DisclosureSEC source: 0001127602-24-025946 · form4.xml · nonDerivative · entry 5 Jones Teresa A. · CIK 0002031064 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,760.942 F1 · price: This transaction is a withholding by the Company for taxes in connection with the vesting of previously granted restricted stock units. The price represents the closing market price of Costco common stock on Nasdaq on October 22, 2024. Read SEC document |
| October 22, 2024 Filed Oct 24, 2024 23:45 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 403.788 | $893.49 | $360,780.54 |
DisclosureSEC source: 0001127602-24-025946 · form4.xml · nonDerivative · entry 4 Jones Teresa A. · CIK 0002031064 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,211.198 F1 · price: This transaction is a withholding by the Company for taxes in connection with the vesting of previously granted restricted stock units. The price represents the closing market price of Costco common stock on Nasdaq on October 22, 2024. Read SEC document |
| October 22, 2024 Filed Oct 24, 2024 23:45 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 198.567 | $893.49 | $177,417.63 |
DisclosureSEC source: 0001127602-24-025946 · form4.xml · nonDerivative · entry 3 Jones Teresa A. · CIK 0002031064 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,614.986 F1 · price: This transaction is a withholding by the Company for taxes in connection with the vesting of previously granted restricted stock units. The price represents the closing market price of Costco common stock on Nasdaq on October 22, 2024. Read SEC document |
| October 22, 2024 Filed Oct 24, 2024 23:45 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 75.605 | $893.49 | $67,552.31 |
DisclosureSEC source: 0001127602-24-025946 · form4.xml · nonDerivative · entry 2 Jones Teresa A. · CIK 0002031064 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,813.553 F1 · price: This transaction is a withholding by the Company for taxes in connection with the vesting of previously granted restricted stock units. The price represents the closing market price of Costco common stock on Nasdaq on October 22, 2024. Read SEC document |
| October 22, 2024 Filed Oct 24, 2024 23:45 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 45.859 | $893.49 | $40,974.56 |
DisclosureSEC source: 0001127602-24-025946 · form4.xml · nonDerivative · entry 1 Jones Teresa A. · CIK 0002031064 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,889.158 F1 · price: This transaction is a withholding by the Company for taxes in connection with the vesting of previously granted restricted stock units. The price represents the closing market price of Costco common stock on Nasdaq on October 22, 2024. Read SEC document |
| July 25, 2024 Filed Aug 29, 2024 22:18 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 4 | $832.55 | $3,330.19 |
DisclosureSEC source: 0001127602-24-023189 · form4.xml · nonDerivative · entry 1 Jones Teresa A. · CIK 0002031064 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,935.017 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.