Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COSTCO WHOLESALE CORP /NEWCOST · Entity 2803 | Executive Vice President | December 29, 2025 | December 31, 2025 |
| FORWARD AIR CORPFWRD · Entity 5395 | Director | August 18, 2023 | August 22, 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.
COSTCO WHOLESALE CORP /NEW
Report date December 29, 2025 · Filed December 31, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,189.592 |
Ending reported balance
After 2025-12-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-12-29 · Sale · Disposed 2,049 · Balance 10,747.897 F1: The price shown is a weighted average price for shares sold in multiple transactions; the sale prices ranged from $867.16 to $867.325 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. Row 2 · 2025-12-30 · Sale · Disposed 558.305 · Balance 10,189.592 |
Filing footnotes · ownership attribution and instrument terms
F1: The price shown is a weighted average price for shares sold in multiple transactions; the sale prices ranged from $867.16 to $867.325 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.
FORWARD AIR CORP
Report date August 18, 2023 · Filed August 22, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,343 |
Reported balance
After 2023-08-18 transaction · row 1
1 source rowRow 1 · 2023-08-18 · Purchase · Acquired 1,000 · Balance 6,343 |
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 |
|---|---|---|---|---|---|---|
| December 30, 2025 Filed Dec 31, 2025 21:59 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 558.305 | $862.90 | $481,758.59 |
DisclosureSEC source: 0000909832-25-000173 · form4.xml · nonDerivative · entry 2 POLIT JAVIER · CIK 0001852700 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,189.592 Read SEC document |
| December 29, 2025 Filed Dec 31, 2025 21:59 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 2,049 | $867.21 | $1,776,903.86 |
DisclosureSEC source: 0000909832-25-000173 · form4.xml · nonDerivative · entry 1 POLIT JAVIER · CIK 0001852700 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,747.897 F1 · price: The price shown is a weighted average price for shares sold in multiple transactions; the sale prices ranged from $867.16 to $867.325 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 |
| October 22, 2025 Filed Oct 24, 2025 23:27 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 336.61 | $944.68 | $317,988.73 |
DisclosureSEC source: 0000909832-25-000137 · form4.xml · nonDerivative · entry 4 POLIT JAVIER · CIK 0001852700 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,796.901 F3 · 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, 2025. Read SEC document |
| October 22, 2025 Filed Oct 24, 2025 23:27 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 293.89 | $944.68 | $277,632.01 |
DisclosureSEC source: 0000909832-25-000137 · form4.xml · nonDerivative · entry 3 POLIT JAVIER · CIK 0001852700 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,133.511 F3 · 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, 2025. Read SEC document |
| October 22, 2025 Filed Oct 24, 2025 23:27 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 537.78 | $944.68 | $508,030.01 |
DisclosureSEC source: 0000909832-25-000137 · form4.xml · nonDerivative · entry 2 POLIT JAVIER · CIK 0001852700 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,427.401 F3 · 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, 2025. Read SEC document |
| October 22, 2025 Filed Oct 24, 2025 23:27 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantCommon Stock | 4,219 | $0.00 | $0.00 |
DisclosureSEC source: 0000909832-25-000137 · form4.xml · nonDerivative · entry 1 POLIT JAVIER · CIK 0001852700 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,965.181 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. F2 · price: Not applicable. Grant of Restricted Stock Units. Read SEC document |
| October 22, 2024 Filed Oct 24, 2024 23:51 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 293.891 | $893.49 | $262,588.67 |
DisclosureSEC source: 0001127602-24-025950 · form4.xml · nonDerivative · entry 3 POLIT JAVIER · CIK 0001852700 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,746.181 F3 · 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 23:51 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 380.176 | $893.49 | $339,683.45 |
DisclosureSEC source: 0001127602-24-025950 · form4.xml · nonDerivative · entry 2 POLIT JAVIER · CIK 0001852700 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,040.072 F3 · 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 23:51 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantCommon Stock | 6,737.124 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-025950 · form4.xml · nonDerivative · entry 1 POLIT JAVIER · CIK 0001852700 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,420.248 F1 · shares: Grant was initially made on October 22, 2023 subject to performance conditions concerning fiscal 2024, 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. F2 · price: Not applicable. Grant of Restricted Stock Units. Read SEC document |
| January 12, 2024 Filed Jan 12, 2024 22:25 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantCommon Stock | 65.124 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001565 · doc4.xml · nonDerivative · entry 1 POLIT JAVIER · CIK 0001852700 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,683.124 F1 · shares: Represents additional restricted stock units ("RSUs") resulting from the upward adjustment of outstanding unvested RSUs by a factor of 1.018, in connection with the special cash dividend payable by the issuer on January 12, 2024. The adjustment was required under applicable plan documents. The additional RSUs reported are subject to the same vesting schedules as the original unvested RSUs to which they relate. F2 · price: Not applicable. Grant of Restricted Stock Units. Read SEC document |
| December 18, 2023 Filed Dec 20, 2023 22:33 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantCommon Stock | 3,618 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-059376 · doc4.xml · nonDerivative · entry 1 POLIT JAVIER · CIK 0001852700 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,618 F1 · shares: Grant of Restricted Stock Units. Vests one-fifth on October 22, 2024, and one-fifth annually on October 22 for the following four years. F2 · price: Not applicable. Grant of Restricted Stock Units. Read SEC document |
| August 18, 2023 Filed Aug 22, 2023 13:58 UTC | FORWARD AIR CORP FWRD · Entity 5395 | PurchaseCommon Stock | 1,000 | $64.59 | $64,590.00 |
DisclosureSEC source: 0001628280-23-030182 · wf-form4_169271268025589.xml · nonDerivative · entry 1 POLIT JAVIER · CIK 0001852700 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,343 Read SEC document |
| May 10, 2023 Filed May 12, 2023 01:39 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 1,352 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-017729 · wf-form4_168385557169078.xml · nonDerivative · entry 1 POLIT JAVIER · CIK 0001852700 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,343 F1 · shares: Represents restricted stock awarded under the Forward Air Corporation Amended and Restated Non-Employee Director Stock Plan in a transaction exempt from Section 16(b) under Rule 16b-3. The stock fully vests on the earlier of (a) the day immediately prior to the first Annual Meeting that occurs after the grant date or (b) the first anniversary of the grant date. Read SEC document |
| May 11, 2022 Filed May 13, 2022 10:27 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 1,227 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-014211 · wf-form4_165243761001524.xml · nonDerivative · entry 1 POLIT JAVIER · CIK 0001852700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,004 F1 · shares: Represents restricted stock awarded under the Forward Air Corporation Amended and Restated Non-Employee Director Stock Plan in a transaction exempt from Section 16(b) under Rule 16b-3. The stock fully vests on the earlier of (a) the day immediately prior to the first Annual Meeting that occurs after the grant date or (b) the first anniversary of the grant date. Read SEC document |
| December 02, 2021 Filed Mar 20, 2023 10:58 UTC | FORWARD AIR CORP FWRD · Entity 5395 | PurchaseCommon Stock | 887 | $101.73 | $90,234.51 |
DisclosureSEC source: 0001628280-23-008560 · wf-form4_167930988263465.xml · nonDerivative · entry 2 POLIT JAVIER · CIK 0001852700 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,991 Read SEC document |
| November 30, 2021 Filed Dec 3, 2021 12:41 UTC | FORWARD AIR CORP FWRD · Entity 5395 | PurchaseCommon Stock | 100 | $99.12 | $9,911.50 |
DisclosureSEC source: 0000912728-21-000207 · wf-form4_163853530502313.xml · nonDerivative · entry 1 POLIT JAVIER · CIK 0001852700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,777 Read SEC document |
| November 30, 2021 Filed Mar 20, 2023 10:58 UTC | FORWARD AIR CORP FWRD · Entity 5395 | PurchaseCommon Stock | 100 | $100.43 | $10,043.00 |
DisclosureSEC source: 0001628280-23-008560 · wf-form4_167930988263465.xml · nonDerivative · entry 1 POLIT JAVIER · CIK 0001852700 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,104 Read SEC document |
| May 20, 2021 Filed May 25, 2021 01:29 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 1,230 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-21-000157 · wf-form4_162190613829754.xml · nonDerivative · entry 1 POLIT JAVIER · CIK 0001852700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,677 F1 · shares: Represents restricted stock awarded under the Forward Air Corporation Amended and Restated Non-Employee Director Stock Plan in a transaction exempt from Section 16(b) under Rule 16b-3. The stock fully vests on the earlier of (a) the day immediately prior to the first Annual Meeting that occurs after the grant date or (b) the first anniversary of the grant date. Read SEC document |
| March 15, 2021 Filed Mar 23, 2021 12:52 UTC | FORWARD AIR CORP FWRD · Entity 5395 | GrantCommon Stock | 447 | $0.00 | $0.00 |
DisclosureSEC source: 0000912728-21-000109 · wf-form4_161650392787200.xml · nonDerivative · entry 1 POLIT JAVIER · CIK 0001852700 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 447 F1 · shares: Represents restricted stock awarded under the Forward Air Corporation Amended and Restated Non-Employee Director Stock Plan in a transaction exempt from Section 16(b) under Rule 16b-3. The stock fully vests on the earlier of (a) the day immediately prior to the first Annual Meeting that occurs after the grant date or (b) the first anniversary of the grant date. 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.