Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Affirm Holdings, Inc.AFRM · Entity 1572 | Director | July 01, 2026 | July 06, 2026 |
| COSTCO WHOLESALE CORP /NEWCOST · Entity 2803 | Director · Executive Vice President | October 24, 2024 | October 25, 2024 |
| Medline Inc.MDLN · Entity 3040 | Director | December 16, 2025 | June 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.
Affirm Holdings, Inc.
Report date July 01, 2026 · Filed July 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 12,355 |
Reported balance
After 2026-07-01 transaction · row 1
1 source rowRow 1 · 2026-07-01 · Grant · Acquired 655 · Balance 12,355 F1: Grant of Restricted Stock Units (RSUs) under the Issuer's Amended and Restated 2012 Stock Plan. The RSUs will vest in full on July 1, 2027. F2: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of Restricted Stock Units (RSUs) under the Issuer's Amended and Restated 2012 Stock Plan. The RSUs will vest in full on July 1, 2027.
F2: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock.
COSTCO WHOLESALE CORP /NEW
Report date October 24, 2024 · Filed October 25, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,400 |
Reported balance
After 2024-10-24 transaction · row 1
1 source rowRow 1 · 2024-10-24 · Sale · Disposed 1,416.461 · Balance 27,400 F1: The price shown is a weighted average price for shares sold in multiple transactions; the sale prices ranged from $894.240 to $894.710 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 726 |
Reported balance
Holding disclosure · report date 2024-10-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 726 |
| Common StockSEC Table I · non-derivative | IndirectNorth Island Holdings LLC | 7,000 |
Reported balance
Holding disclosure · report date 2024-10-24 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 7,000 F2: The shares are held by an LLC of which the reporting person is the managing member. The reporting person disclaims beneficial ownership of these securities. |
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 $894.240 to $894.710 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.
F2: The shares are held by an LLC of which the reporting person is the managing member. The reporting person disclaims beneficial ownership of these securities.
Medline Inc.
Report date December 16, 2025 · Filed June 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 16,392 |
Ending reported balance
After 2026-06-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-12-16 · Grant · Acquired 11,005 · Balance 11,005 F1: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. Represents a grant of restricted stock units ("RSUs") that vest on March 30, 2027. Row 2 · 2026-06-11 · Grant · Acquired 5,387 · Balance 16,392 F2: Represents a grant of RSUs that vest on the earlier of (i) the first anniversary of the date of grant, and (ii) the next annual meeting of stockholders following the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. Represents a grant of restricted stock units ("RSUs") that vest on March 30, 2027.
F2: Represents a grant of RSUs that vest on the earlier of (i) the first anniversary of the date of grant, and (ii) the next annual meeting of stockholders following the date of grant.
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, 2015 Filed Oct 26, 2015 22:18 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 785 | $158.15 | $124,147.75 |
DisclosureSEC source: 0001209191-15-076789 · doc4.xml · nonDerivative · entry 2 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,876 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, 2015. Read SEC document |
| October 22, 2015 Filed Oct 26, 2015 22:18 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 785 | $158.15 | $124,147.75 |
DisclosureSEC source: 0001209191-15-076789 · doc4.xml · nonDerivative · entry 1 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,661 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, 2015. Read SEC document |
| October 09, 2015 Filed Oct 9, 2015 22:57 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 1,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-15-075123 · doc4.xml · nonDerivative · entry 3 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,446 F2 · price: Personal gift. Read SEC document |
| October 09, 2015 Filed Oct 9, 2015 22:57 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 1,000 | $153.69 | $153,685.90 |
DisclosureSEC source: 0001209191-15-075123 · doc4.xml · nonDerivative · entry 2 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,446 F1 · price: The price shown is a weighted average sale price for shares sold in multiple transactions; the sale prices ranged from $153.685 to $153.6938 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 09, 2015 Filed Oct 9, 2015 22:57 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 4,500 | $152.69 | $687,123.00 |
DisclosureSEC source: 0001209191-15-075123 · doc4.xml · nonDerivative · entry 1 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,446 Read SEC document |
| September 24, 2015 Filed Sep 28, 2015 16:18 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 5,700 | $144.87 | $825,759.00 |
DisclosureSEC source: 0001209191-15-072264 · doc4.xml · nonDerivative · entry 2 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,846 Read SEC document |
| September 24, 2015 Filed Sep 28, 2015 16:18 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantCommon Stock | 21,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-15-072264 · doc4.xml · nonDerivative · entry 1 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,546 F1 · shares: Grant was initially made in October 2014 subject to performance conditions concerning fiscal 2015, 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 |
| March 06, 2015 Filed Mar 9, 2015 14:55 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionStock Option · Derivative | 5,214 | $39.02 Strike: $39.02 | $203,450.28 |
DisclosureSEC source: 0001209191-15-023828 · doc4.xml · derivative · entry 4 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,214 shares Expires 2015-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 06, 2015 Filed Mar 9, 2015 14:55 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 5,214 | $149.47 | $779,326.15 |
DisclosureSEC source: 0001209191-15-023828 · doc4.xml · nonDerivative · entry 2 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,646 F1 · price: The price shown is a weighted average sale price for shares sold in multiple transactions; the sale prices ranged from $149.42 to $149.50 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 |
| March 06, 2015 Filed Mar 9, 2015 14:55 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionCommon Stock | 5,214 | $39.02 | $203,450.28 |
DisclosureSEC source: 0001209191-15-023828 · doc4.xml · nonDerivative · entry 1 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,860 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 27, 2015 Filed Mar 3, 2015 23:20 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantStock Option · Derivative | 5,214 | $39.02 Strike: $39.02 | $203,450.28 |
DisclosureSEC source: 0001209191-15-021698 · doc4.xml · derivative · entry 3 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,214 Underlying: Common Stock · 5,214 shares Expires 2015-04-01 F2 · derivative.exercise_price: This option was most recently reported as an option covering 5,000 shares at an exercise price of $40.69 per share and has been adjusted with a lower exercise price and an increased number of options, in connection with the dividend referenced in note 1. The number of outstanding options was increased by a factor of 1.042 and the option exercise price was reduced by dividing the price by that same factor. The adjustment was required under the governing plan documents. F3 · derivative.exercise_date: This option is fully vested. Read SEC document |
| February 27, 2015 Filed Mar 3, 2015 23:20 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantCommon Stock | 1,599 | $146.96 | $234,989.04 |
DisclosureSEC source: 0001209191-15-021698 · doc4.xml · nonDerivative · entry 1 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,646 F1 · shares: Represents additional restricted stock units ("RSUs") resulting from the upward adjustment of outstanding unvested RSUs by a factor of 1.042 in connection with the $5.00 per share special cash dividend payable by the issuer to shareholders of record on February 27, 2015. The adjustment was required under the plan documents governing the grants. The RSUs reported are subject to the same vesting schedules as the original RSUs to which they relate. Read SEC document |
| December 17, 2014 Filed Dec 18, 2014 18:08 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 3,000 | $139.29 | $417,869.10 |
DisclosureSEC source: 0001209191-14-076567 · doc4.xml · nonDerivative · entry 2 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,047 F2 · price: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $139.2845 to $139.3001. 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 |
| December 17, 2014 Filed May 7, 2015 17:01 UTC Amendment | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionStock Option · Derivative | 2,000 | $40.69 Strike: $40.69 | $81,380.00 |
DisclosureSEC source: 0001209191-15-039789 · doc4a.xml · derivative · entry 3 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 2,000 shares Expires 2015-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 17, 2014 Filed May 7, 2015 17:01 UTC Amendment | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionCommon Stock | 2,000 | $40.69 | $81,380.00 |
DisclosureSEC source: 0001209191-15-039789 · doc4a.xml · nonDerivative · entry 1 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,047 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 01, 2014 Filed Dec 18, 2014 18:08 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-14-076567 · doc4.xml · nonDerivative · entry 1 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,047 F1 · price: Personal gifts to individuals in a prior fiscal year. Read SEC document |
| November 07, 2014 Filed Nov 7, 2014 22:57 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 3,999 | $137.62 | $550,345.98 |
DisclosureSEC source: 0001209191-14-067374 · doc4.xml · nonDerivative · entry 1 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,247 F1 · price: The price shown is a weighted average sale price for shares sold in multiple transactions; the sale prices ranged from $137.6207 to $137.6250 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 30, 2014 Filed Oct 31, 2014 13:54 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 4,165 | $133.16 | $554,597.66 |
DisclosureSEC source: 0001209191-14-065469 · doc4.xml · nonDerivative · entry 1 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,584 Read SEC document |
| October 29, 2014 Filed Oct 29, 2014 21:04 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 7,288 | $131.91 | $961,325.10 |
DisclosureSEC source: 0001209191-14-065266 · doc4.xml · nonDerivative · entry 1 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,749 F1 · price: The price shown is a weighted average sale price for shares sold in multiple transactions; the sale prices ranged from $131.88 to $131.96 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 27, 2014 Filed Oct 13, 2015 16:10 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 1,338 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-15-075170 · doc5.xml · nonDerivative · entry 1 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,699 F1 · price: Personal gift. Read SEC document |
| October 22, 2014 Filed Oct 23, 2014 19:22 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 1,505 | $130.54 | $196,462.70 |
DisclosureSEC source: 0001209191-14-064459 · doc4.xml · nonDerivative · entry 5 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,591 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, 2014. Read SEC document |
| October 22, 2014 Filed Oct 23, 2014 19:22 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 2,257 | $130.54 | $294,628.78 |
DisclosureSEC source: 0001209191-14-064459 · doc4.xml · nonDerivative · entry 4 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,334 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, 2014. Read SEC document |
| October 22, 2014 Filed Oct 23, 2014 19:22 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 3,010 | $130.54 | $392,925.40 |
DisclosureSEC source: 0001209191-14-064459 · doc4.xml · nonDerivative · entry 3 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,324 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, 2014. Read SEC document |
| October 22, 2014 Filed Oct 23, 2014 19:22 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 3,763 | $130.54 | $491,222.02 |
DisclosureSEC source: 0001209191-14-064459 · doc4.xml · nonDerivative · entry 2 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,561 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, 2014. Read SEC document |
| October 22, 2014 Filed Oct 23, 2014 19:22 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 3,524 | $130.54 | $460,022.96 |
DisclosureSEC source: 0001209191-14-064459 · doc4.xml · nonDerivative · entry 1 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,037 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, 2014. Read SEC document |
| October 09, 2014 Filed Oct 9, 2014 17:50 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 4,065 | $130.54 | $530,645.91 |
DisclosureSEC source: 0001209191-14-062608 · doc4.xml · nonDerivative · entry 1 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,096 Read SEC document |
| September 26, 2014 Filed Sep 30, 2014 15:32 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 2,939 | $125.54 | $368,962.06 |
DisclosureSEC source: 0001209191-14-060191 · doc4.xml · nonDerivative · entry 2 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,161 Read SEC document |
| September 26, 2014 Filed Sep 30, 2014 15:32 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantCommon Stock | 21,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-14-060191 · doc4.xml · nonDerivative · entry 1 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,100 F1 · shares: Grant was initially made in October 2013 subject to performance conditions concerning fiscal 2014, 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 20, 2014 Filed Aug 22, 2014 15:05 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionStock Option · Derivative | 6,000 | $40.69 Strike: $40.69 | $244,140.00 |
DisclosureSEC source: 0001209191-14-053965 · doc4.xml · derivative · entry 4 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 6,000 shares Expires 2015-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 20, 2014 Filed Aug 22, 2014 15:05 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 6,000 | $121.16 | $726,958.80 |
DisclosureSEC source: 0001209191-14-053965 · doc4.xml · nonDerivative · entry 2 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,100 Read SEC document |
| August 20, 2014 Filed Aug 22, 2014 15:05 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionCommon Stock | 6,000 | $40.69 | $244,140.00 |
DisclosureSEC source: 0001209191-14-053965 · doc4.xml · nonDerivative · entry 1 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,100 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 14, 2014 Filed Aug 15, 2014 18:12 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionStock Option · Derivative | 2,000 | $40.69 Strike: $40.69 | $81,380.00 |
DisclosureSEC source: 0001209191-14-052627 · doc4.xml · derivative · entry 4 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,000 Underlying: Common Stock · 2,000 shares Expires 2015-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 14, 2014 Filed Aug 15, 2014 18:12 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 12,068 | $118.97 | $1,435,729.96 |
DisclosureSEC source: 0001209191-14-052627 · doc4.xml · nonDerivative · entry 2 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,100 F1 · price: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $118.81 to $119.225. 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 |
| August 14, 2014 Filed Aug 15, 2014 18:12 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionCommon Stock | 2,000 | $40.69 | $81,380.00 |
DisclosureSEC source: 0001209191-14-052627 · doc4.xml · nonDerivative · entry 1 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,168 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 14, 2014 Filed Dec 1, 2014 21:02 UTC Amendment | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionStock Option · Derivative | 10,000 | $40.69 Strike: $40.69 | $406,900.00 |
DisclosureSEC source: 0001209191-14-071870 · doc4a.xml · derivative · entry 4 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,000 Underlying: Common Stock · 10,000 shares Expires 2015-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The original filing incorrectly stated the number of shares exercised. Read SEC document |
| August 14, 2014 Filed Dec 1, 2014 21:02 UTC Amendment | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 12,068 | $118.97 | $1,435,729.96 |
DisclosureSEC source: 0001209191-14-071870 · doc4a.xml · nonDerivative · entry 2 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,900 Read SEC document |
| August 14, 2014 Filed Dec 1, 2014 21:02 UTC Amendment | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionCommon Stock | 10,000 | $40.69 | $406,900.00 |
DisclosureSEC source: 0001209191-14-071870 · doc4a.xml · nonDerivative · entry 1 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,168 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The original filing incorrectly stated the number of shares exercised. Read SEC document |
| March 14, 2014 Filed Mar 17, 2014 15:11 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionStock Option · Derivative | 12,000 | $40.69 Strike: $40.69 | $488,280.00 |
DisclosureSEC source: 0001209191-14-020856 · doc4.xml · derivative · entry 5 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,000 Underlying: Common Stock · 12,000 shares Expires 2015-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 14, 2014 Filed Mar 17, 2014 15:11 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 12,000 | $114.46 | $1,373,490.00 |
DisclosureSEC source: 0001209191-14-020856 · doc4.xml · nonDerivative · entry 3 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,168 F2 · price: The price shown is a weighted average sale price for shares sold in multiple transactions; the sale prices ranged from $114.19 to $114.69 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 |
| March 14, 2014 Filed Mar 17, 2014 15:11 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionCommon Stock | 12,000 | $40.69 | $488,280.00 |
DisclosureSEC source: 0001209191-14-020856 · doc4.xml · nonDerivative · entry 2 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,168 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 14, 2014 Filed Mar 17, 2014 15:11 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 3,164 | $114.84 | $363,344.58 |
DisclosureSEC source: 0001209191-14-020856 · doc4.xml · nonDerivative · entry 1 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,168 F1 · price: The price shown is a weighted average sale price for shares sold in multiple transactions; the sale prices ranged from $114.82 to $114.84 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 |
| November 01, 2013 Filed Nov 4, 2013 21:13 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionStock Option · Derivative | 15,000 | $40.69 Strike: $40.69 | $610,350.00 |
DisclosureSEC source: 0001209191-13-050407 · doc4.xml · derivative · entry 4 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: Common Stock · 15,000 shares Expires 2015-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 01, 2013 Filed Nov 4, 2013 21:13 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 17,081 | $119.18 | $2,035,757.99 |
DisclosureSEC source: 0001209191-13-050407 · doc4.xml · nonDerivative · entry 2 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,332 F1 · price: The price shown is a weighted average sale price for shares sold in multiple transactions; the sale prices ranged from $118.8450 to $119.5300 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 |
| November 01, 2013 Filed Nov 4, 2013 21:13 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionCommon Stock | 15,000 | $40.69 | $610,350.00 |
DisclosureSEC source: 0001209191-13-050407 · doc4.xml · nonDerivative · entry 1 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,413 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 31, 2013 Filed Oct 31, 2013 21:40 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 2,081 | $118.11 | $245,786.91 |
DisclosureSEC source: 0001209191-13-050037 · doc4.xml · nonDerivative · entry 1 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,413 F1 · price: The price shown is a weighted average sale price for shares sold in multiple transactions; the sale prices ranged from $118.11 to $118.12 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 29, 2013 Filed Oct 30, 2013 19:14 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 7,289 | $118.53 | $863,957.88 |
DisclosureSEC source: 0001209191-13-049814 · doc4.xml · nonDerivative · entry 1 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,587 F1 · price: The price shown is a weighted average sale price for shares sold in multiple transactions; the sale prices ranged from $118.45 to $118.60 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, 2013 Filed Oct 24, 2013 15:17 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 1,505 | $117.81 | $177,304.05 |
DisclosureSEC source: 0001209191-13-049148 · doc4.xml · nonDerivative · entry 5 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,876 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, 2013. Read SEC document |
| October 22, 2013 Filed Oct 24, 2013 15:17 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 1,506 | $117.81 | $177,421.86 |
DisclosureSEC source: 0001209191-13-049148 · doc4.xml · nonDerivative · entry 4 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,381 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, 2013. Read SEC document |
| October 22, 2013 Filed Oct 24, 2013 15:17 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 1,505 | $117.81 | $177,304.05 |
DisclosureSEC source: 0001209191-13-049148 · doc4.xml · nonDerivative · entry 3 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,887 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, 2013. Read SEC document |
| October 22, 2013 Filed Oct 24, 2013 15:17 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 1,505 | $117.81 | $177,304.05 |
DisclosureSEC source: 0001209191-13-049148 · doc4.xml · nonDerivative · entry 2 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,392 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, 2013. 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.