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 | 48,029.879 |
Ending reported balance
After 2026-09-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-10 · Grant · Acquired 4,129 · Balance 48,965.994 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 936.115 · Balance 48,029.879 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 98.5 |
Reported balance
Holding disclosure · report date 2026-09-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 98.5 |
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 |
|---|---|---|---|---|---|---|
| October 22, 2020 Filed Oct 23, 2020 17:36 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 500 | $375.75 | $187,875.00 |
DisclosureSEC source: 0001209191-20-055657 · doc4.xml · nonDerivative · entry 3 Klauer James C · CIK 0001729360 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,611 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, 2020. Read SEC document |
| October 22, 2020 Filed Oct 23, 2020 17:36 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 540 | $375.75 | $202,905.00 |
DisclosureSEC source: 0001209191-20-055657 · doc4.xml · nonDerivative · entry 2 Klauer James C · CIK 0001729360 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,111 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, 2020. Read SEC document |
| October 22, 2020 Filed Oct 23, 2020 17:36 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 509 | $375.75 | $191,256.75 |
DisclosureSEC source: 0001209191-20-055657 · doc4.xml · nonDerivative · entry 1 Klauer James C · CIK 0001729360 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,651 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, 2020. Read SEC document |
| September 14, 2020 Filed Sep 15, 2020 22:50 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 972 | $342.92 | $333,318.24 |
DisclosureSEC source: 0001209191-20-050571 · doc4.xml · nonDerivative · entry 2 Klauer James C · CIK 0001729360 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,160 Read SEC document |
| September 14, 2020 Filed Sep 15, 2020 22:50 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantCommon Stock | 10,730 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-050571 · doc4.xml · nonDerivative · entry 1 Klauer James C · CIK 0001729360 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,132 F1 · shares: Grant was initially made in October 2019 subject to performance conditions concerning fiscal 2020, which have been deemed satisfied by the Compensation Committee of the Board of Directors. The shares of restricted stock subject to performance conditions vest ratably over a four year period from satisfaction based on continued employment with the Company. In addition, under the Stock Incentive Plan, long term 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 07, 2020 Filed Aug 7, 2020 20:06 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 4,000 | $342.72 | $1,370,880.40 |
DisclosureSEC source: 0001209191-20-045663 · doc4.xml · nonDerivative · entry 1 Klauer James C · CIK 0001729360 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,402 Read SEC document |
| October 22, 2019 Filed Oct 24, 2019 19:57 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 709 | $299.97 | $212,678.73 |
DisclosureSEC source: 0001209191-19-053885 · doc4.xml · nonDerivative · entry 5 Klauer James C · CIK 0001729360 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,402 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, 2019. Read SEC document |
| October 22, 2019 Filed Oct 24, 2019 19:57 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 500 | $299.97 | $149,985.00 |
DisclosureSEC source: 0001209191-19-053885 · doc4.xml · nonDerivative · entry 4 Klauer James C · CIK 0001729360 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,111 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, 2019. Read SEC document |
| October 22, 2019 Filed Oct 24, 2019 19:57 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 540 | $299.97 | $161,983.80 |
DisclosureSEC source: 0001209191-19-053885 · doc4.xml · nonDerivative · entry 3 Klauer James C · CIK 0001729360 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,611 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, 2019. Read SEC document |
| October 22, 2019 Filed Oct 24, 2019 19:57 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 509 | $299.97 | $152,684.73 |
DisclosureSEC source: 0001209191-19-053885 · doc4.xml · nonDerivative · entry 2 Klauer James C · CIK 0001729360 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,151 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, 2019. Read SEC document |
| October 22, 2019 Filed Oct 24, 2019 19:57 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 599 | $299.97 | $179,682.03 |
DisclosureSEC source: 0001209191-19-053885 · doc4.xml · nonDerivative · entry 1 Klauer James C · CIK 0001729360 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,660 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, 2019. Read SEC document |
| September 18, 2019 Filed Sep 20, 2019 23:39 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 1,261 | $292.43 | $368,754.23 |
DisclosureSEC source: 0001209191-19-050390 · doc4.xml · nonDerivative · entry 2 Klauer James C · CIK 0001729360 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,259 Read SEC document |
| September 18, 2019 Filed Sep 20, 2019 23:39 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantCommon Stock | 13,510 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-050390 · doc4.xml · nonDerivative · entry 1 Klauer James C · CIK 0001729360 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,520 F1 · shares: Grant was initially made in October 2018 subject to performance conditions concerning fiscal 2019, which have been deemed satisfied by the Compensation Committee of the Board of Directors. The shares of restricted stock subject to performance conditions vest ratably over a four year period from satisfaction based on continued employment with the Company. In addition, under the Stock Incentive Plan, long term 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 |
| June 07, 2019 Filed Jun 10, 2019 21:05 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 4,300 | $255.49 | $1,098,609.58 |
DisclosureSEC source: 0001209191-19-035855 · doc4.xml · nonDerivative · entry 2 Klauer James C · CIK 0001729360 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,010 F2 · price: The price shown is a weighted average sale price for shares sold in multiple transactions; the sale prices ranged from $255.22 to $255.71 per share. The reporting person will provide to 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 |
| June 07, 2019 Filed Jun 10, 2019 21:05 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 700 | $255.80 | $179,059.23 |
DisclosureSEC source: 0001209191-19-035855 · doc4.xml · nonDerivative · entry 1 Klauer James C · CIK 0001729360 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,310 F1 · price: The price shown is a weighted average sale price for shares sold in multiple transactions; the sale prices ranged from $255.73 to $255.88 per share. The reporting person will provide to 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 |
| October 22, 2018 Filed Oct 24, 2018 22:29 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 500 | $229.06 | $114,530.00 |
DisclosureSEC source: 0001209191-18-056104 · doc4.xml · nonDerivative · entry 5 Klauer James C · CIK 0001729360 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,715 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, 2018. Read SEC document |
| October 22, 2018 Filed Oct 24, 2018 22:29 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 536 | $229.06 | $122,776.16 |
DisclosureSEC source: 0001209191-18-056104 · doc4.xml · nonDerivative · entry 4 Klauer James C · CIK 0001729360 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,215 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, 2018. Read SEC document |
| October 22, 2018 Filed Oct 24, 2018 22:29 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 315 | $229.06 | $72,153.90 |
DisclosureSEC source: 0001209191-18-056104 · doc4.xml · nonDerivative · entry 3 Klauer James C · CIK 0001729360 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,751 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, 2018. Read SEC document |
| October 22, 2018 Filed Oct 24, 2018 22:29 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 371 | $229.06 | $84,981.26 |
DisclosureSEC source: 0001209191-18-056104 · doc4.xml · nonDerivative · entry 2 Klauer James C · CIK 0001729360 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,066 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, 2018. Read SEC document |
| October 22, 2018 Filed Oct 24, 2018 22:29 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 371 | $229.06 | $84,981.26 |
DisclosureSEC source: 0001209191-18-056104 · doc4.xml · nonDerivative · entry 1 Klauer James C · CIK 0001729360 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,437 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, 2018. 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.