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, 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 1 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,897 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 16, 2013 Filed Oct 6, 2014 14:46 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 1,643 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-14-062017 · 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: 72,309 F1 · price: Personal gift. Read SEC document |
| September 20, 2013 Filed Sep 23, 2013 21:22 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 3,765 | $117.94 | $444,044.10 |
DisclosureSEC source: 0001209191-13-045279 · 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: 72,045 Read SEC document |
| September 20, 2013 Filed Sep 23, 2013 21:22 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantCommon Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-13-045279 · 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: 75,810 F1 · shares: Grant was initially made in October 2012 subject to performance conditions concerning fiscal 2013, 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 |
| September 20, 2013 Filed Nov 1, 2013 15:29 UTC Amendment | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantCommon Stock | 1,907 | $117.94 | $224,911.58 |
DisclosureSEC source: 0001209191-13-050107 · 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: 73,952 F1 · shares: Represents additional restricted stock units ("RSUs") resulting from the upward adjustment of unvested RSUs in connection with the special cash dividend paid on December 10, 2012. The adjustment was required under the plan documents governing the grants. The RSUs reported are subject to the same vesting schedules as the RSUs granted in October 2012 subject to performance conditions concerning fiscal 2013, which were deemed satisfied by the Compensation Committee of the Board of Directors. Read SEC document |
| April 25, 2013 Filed Apr 25, 2013 21:36 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionStock Option · Derivative | 5,000 | $40.69 Strike: $40.69 | $203,450.00 |
DisclosureSEC source: 0001209191-13-022581 · doc4.xml · derivative · entry 7 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 5,000 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 |
| April 25, 2013 Filed Apr 25, 2013 21:36 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 5,000 | $109.10 | $545,500.00 |
DisclosureSEC source: 0001209191-13-022581 · 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: 50,810 Read SEC document |
| April 25, 2013 Filed Apr 25, 2013 21:36 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionCommon Stock | 5,000 | $40.69 | $203,450.00 |
DisclosureSEC source: 0001209191-13-022581 · 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: 55,810 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 |
| April 24, 2013 Filed Apr 25, 2013 21:36 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionStock Option · Derivative | 15,000 | $40.69 Strike: $40.69 | $610,350.00 |
DisclosureSEC source: 0001209191-13-022581 · doc4.xml · derivative · entry 6 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,000 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 |
| April 24, 2013 Filed Apr 25, 2013 21:36 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 15,000 | $108.03 | $1,620,450.00 |
DisclosureSEC source: 0001209191-13-022581 · 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: 50,810 F1 · price: The price shown is a weighted average sale price for shares sold in multiple transactions; the sale prices ranged from $107.93 to $108.09 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 |
| April 24, 2013 Filed Apr 25, 2013 21:36 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionCommon Stock | 15,000 | $40.69 | $610,350.00 |
DisclosureSEC source: 0001209191-13-022581 · 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: 65,810 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 26, 2012 Filed Dec 28, 2012 21:50 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-059674 · doc4.xml · nonDerivative · entry 2 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Family LLC Disclosed balance after: 7,000 Read SEC document |
| December 26, 2012 Filed Dec 28, 2012 21:50 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-059674 · 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: 50,810 Read SEC document |
| December 19, 2012 Filed Dec 20, 2012 16:27 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 3,206 | $99.30 | $318,350.67 |
DisclosureSEC source: 0001209191-12-058743 · 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: 57,810 F2 · price: The price shown is a weighted average sale price for shares sold in multiple transactions; the sale prices ranged from $99.29 to $99.31 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 |
| December 18, 2012 Filed Dec 20, 2012 16:27 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionStock Option · Derivative | 10,722 | $40.69 Strike: $40.69 | $436,278.18 |
DisclosureSEC source: 0001209191-12-058743 · 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: 70,000 Underlying: Common Stock · 10,722 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 18, 2012 Filed Dec 20, 2012 16:27 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 10,722 | $99.61 | $1,068,020.56 |
DisclosureSEC source: 0001209191-12-058743 · 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: 61,016 F1 · price: The price shown is a weighted average sale price for shares sold in multiple transactions; the sale prices ranged from $99.57 to $99.64 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 |
| December 18, 2012 Filed Dec 20, 2012 16:27 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionCommon Stock | 10,722 | $40.69 | $436,278.18 |
DisclosureSEC source: 0001209191-12-058743 · 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: 71,738 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, 2012 Filed Dec 18, 2012 22:02 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionStock Option · Derivative | 26,907 | $34.71 Strike: $34.71 | $933,941.97 |
DisclosureSEC source: 0001209191-12-058339 · doc4.xml · derivative · entry 6 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,907 shares Expires 2014-04-01 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, 2012 Filed Dec 18, 2012 22:02 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionStock Option · Derivative | 10,763 | $31.36 Strike: $31.36 | $337,527.68 |
DisclosureSEC source: 0001209191-12-058339 · 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: 0 Underlying: Common Stock · 10,763 shares Expires 2013-04-01 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, 2012 Filed Dec 18, 2012 22:02 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 37,670 | $97.75 | $3,682,283.94 |
DisclosureSEC source: 0001209191-12-058339 · 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: 61,016 F2 · price: The price shown is a weighted average sale price for shares sold in multiple transactions; the sale prices ranged from $97.43 to $98.13 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 |
| December 17, 2012 Filed Dec 18, 2012 22:02 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionCommon Stock | 26,907 | $34.71 | $933,941.97 |
DisclosureSEC source: 0001209191-12-058339 · 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: 98,686 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, 2012 Filed Dec 18, 2012 22:02 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionCommon Stock | 10,763 | $31.36 | $337,527.68 |
DisclosureSEC source: 0001209191-12-058339 · 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: 71,779 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, 2012 Filed Dec 18, 2012 22:02 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 5,298 | $98.04 | $519,412.21 |
DisclosureSEC source: 0001209191-12-058339 · 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: 61,016 F1 · price: The price shown is a weighted average sale price for shares sold in multiple transactions; the sale prices ranged from $98.02 to $98.07 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 |
| December 12, 2012 Filed Dec 13, 2012 23:32 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantStock Option · Derivative | 80,722 | $40.69 Strike: $40.69 | $3,284,578.18 |
DisclosureSEC source: 0001209191-12-057538 · 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: 80,722 Underlying: Common Stock · 80,722 shares Expires 2015-04-01 F5 · derivative.exercise_price: This option was previously reported as an option covering 75,000 shares at an exercise price of $43.79 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 1.0763, and the option exercise price was reduced by dividing the price by that same factor. The adjustment was required under the governing plan documents. F5 · shares: This option was previously reported as an option covering 75,000 shares at an exercise price of $43.79 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 1.0763, 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 |
| December 12, 2012 Filed Dec 13, 2012 23:32 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantStock Option · Derivative | 26,907 | $34.71 Strike: $34.71 | $933,941.97 |
DisclosureSEC source: 0001209191-12-057538 · 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: 26,907 Underlying: Common Stock · 26,907 shares Expires 2014-04-01 F4 · derivative.exercise_price: This option was previously reported as an option covering 25,000 shares at an exercise price of $37.35 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 1.0763, and the option exercise price was reduced by dividing the price by that same factor. The adjustment was required under the governing plan documents. F4 · shares: This option was previously reported as an option covering 25,000 shares at an exercise price of $37.35 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 1.0763, 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 |
| December 12, 2012 Filed Dec 13, 2012 23:32 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantStock Option · Derivative | 10,763 | $31.36 Strike: $31.36 | $337,527.68 |
DisclosureSEC source: 0001209191-12-057538 · doc4.xml · derivative · entry 2 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,763 Underlying: Common Stock · 10,763 shares Expires 2013-04-01 F2 · derivative.exercise_price: This option was previously reported as an option covering 10,000 shares at an exercise price of $33.75 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 1.0763, and the option exercise price was reduced by dividing the price by that same factor. The adjustment was required under the governing plan documents. F2 · shares: This option was previously reported as an option covering 10,000 shares at an exercise price of $33.75 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 1.0763, 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 |
| December 12, 2012 Filed Dec 13, 2012 23:32 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantCommon Stock | 2,541 | $98.31 | $249,805.71 |
DisclosureSEC source: 0001209191-12-057538 · 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: 66,314 F1 · shares: Represents additional restricted stock units ("RSUs") resulting from the upward adjustment of outstanding unvested RSUs by a factor of 1.0763 in connection with the $7.00 per share special cash dividend payable by the issuer to shareholders of record on December 10, 2012. 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 |
| October 22, 2012 Filed Oct 24, 2012 21:07 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 1,215 | $95.00 | $115,425.00 |
DisclosureSEC source: 0001209191-12-050441 · 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: 63,773 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, 2012. Read SEC document |
| October 22, 2012 Filed Oct 24, 2012 21:07 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 1,215 | $95.00 | $115,425.00 |
DisclosureSEC source: 0001209191-12-050441 · 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: 64,988 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, 2012. Read SEC document |
| October 22, 2012 Filed Oct 24, 2012 21:07 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 1,215 | $95.00 | $115,425.00 |
DisclosureSEC source: 0001209191-12-050441 · 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: 66,203 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, 2012. Read SEC document |
| October 22, 2012 Filed Oct 24, 2012 21:07 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 1,215 | $95.00 | $115,425.00 |
DisclosureSEC source: 0001209191-12-050441 · 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: 67,418 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, 2012. Read SEC document |
| October 17, 2012 Filed Oct 19, 2012 15:54 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 1,794 | $96.78 | $173,623.32 |
DisclosureSEC source: 0001209191-12-049979 · 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: 68,633 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 17, 2012. Read SEC document |
| September 26, 2012 Filed Sep 28, 2012 21:14 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 3,039 | $101.00 | $306,939.00 |
DisclosureSEC source: 0001209191-12-046926 · 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: 70,427 Read SEC document |
| September 26, 2012 Filed Sep 28, 2012 21:14 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantCommon Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-12-046926 · 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: 73,466 F1 · shares: Grant was initially made in October 2011 subject to performance conditions concerning fiscal 2012, 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 16, 2012 Filed Oct 9, 2012 22:29 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | OtherCommon Stock | 726 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-12-048796 · 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: 48,466 F1 · price: Following the death of reporting person's spouse's relative, these shares of Common Stock were distributed to reporting person's spouse. Read SEC document |
| March 09, 2012 Filed Mar 9, 2012 23:17 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionStock Option · Derivative | 20,000 | $33.75 Strike: $33.75 | $675,000.00 |
DisclosureSEC source: 0001209191-12-017310 · 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: 10,000 Underlying: Common Stock · 20,000 shares Expires 2013-04-01 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 09, 2012 Filed Mar 9, 2012 23:17 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 23,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-12-017310 · 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: 47,740 F1 · price: Shares sold as follows: 8200 @ $89.1400 400 @ $89.1500 300 @ $89.1600 100 @ $89.1750 1000 @ $89.1900 3336 @ $89.2000 500 @ $89.2100 775 @ $89.2200 324 @ $89.2300 1231 @ $89.2400 1398 @ $89.2500 1036 @ $89.2600 100 @ $89.2700 1300 @ $89.2800 2900 @ $89.3200 100 @ $89.3300 Read SEC document |
| March 09, 2012 Filed Mar 9, 2012 23:17 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionCommon Stock | 20,000 | $33.75 | $675,000.00 |
DisclosureSEC source: 0001209191-12-017310 · 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: 70,740 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 27, 2011 Filed Oct 28, 2011 16:30 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 9,558 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-11-053077 · 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: 50,740 F1 · price: Shares sold as follows: 788 @ 85.0900 2,219 @ 85.1000 200 @ 85.1030 6,351 @ 85.4840 Read SEC document |
| October 22, 2011 Filed Oct 24, 2011 22:09 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 1,215 | $85.30 | $103,639.50 |
DisclosureSEC source: 0001209191-11-052498 · 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: 60,298 Read SEC document |
| October 22, 2011 Filed Oct 24, 2011 22:09 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 1,215 | $85.30 | $103,639.50 |
DisclosureSEC source: 0001209191-11-052498 · 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: 61,513 Read SEC document |
| October 22, 2011 Filed Oct 24, 2011 22:09 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 1,215 | $85.30 | $103,639.50 |
DisclosureSEC source: 0001209191-11-052498 · 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: 62,728 Read SEC document |
| October 19, 2011 Filed Oct 20, 2011 21:00 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 1,793 | $84.38 | $151,293.34 |
DisclosureSEC source: 0001209191-11-052302 · 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: 63,943 Read SEC document |
| October 17, 2011 Filed Oct 19, 2011 17:20 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 1,776 | $82.36 | $146,271.36 |
DisclosureSEC source: 0001209191-11-052148 · 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: 65,736 Read SEC document |
| October 12, 2011 Filed Oct 13, 2011 15:18 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionStock Option · Derivative | 15,000 | $39.25 Strike: $39.25 | $588,750.00 |
DisclosureSEC source: 0001209191-11-051640 · 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: 0 Underlying: Common Stock · 15,000 shares Expires 2012-04-02 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 12, 2011 Filed Oct 13, 2011 15:18 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 15,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-11-051640 · 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: 67,512 F1 · price: Shares sold as follows: 800 @ 81.490 71 @ 81.500 400 @ 81.510 200 @ 81.520 100 @ 81.530 29 @ 81.560 700 @ 81.590 700 @ 81.600 100 @ 81.610 300 @ 81.640 400 @ 81.650 100 @ 81.660 1200 @ 81.680 400 @ 81.690 800 @ 81.800 200 @ 81.810 200 @ 81.820 400 @ 81.890 400 @ 81.900 400 @ 81.920 372 @ 81.930 1600 @ 81.940 527 @ 81.950 1427 @ 81.960 1 @ 81.965 73 @ 81.980 1400 @ 81.990 200 @ 82.000 200 @ 82.010 100 @ 82.020 200 @ 82.030 291 @ 82.040 600 @ 82.050 100 @ 82.055 9 @ 82.060 Read SEC document |
| October 12, 2011 Filed Oct 13, 2011 15:18 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionCommon Stock | 15,000 | $39.25 | $588,750.00 |
DisclosureSEC source: 0001209191-11-051640 · 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: 82,512 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 07, 2011 Filed Oct 7, 2011 21:19 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 5,298 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-11-051239 · 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: 67,512 F1 · price: Shares sold as follows: 100 @ 79.3000 5198 @ 79.3018 Read SEC document |
| September 28, 2011 Filed Sep 30, 2011 15:02 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 3,039 | $83.79 | $254,637.81 |
DisclosureSEC source: 0001209191-11-049458 · 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: 47,810 Read SEC document |
| September 28, 2011 Filed Oct 3, 2011 19:04 UTC Amendment | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 3,039 | $83.79 | $254,637.81 |
DisclosureSEC source: 0001209191-11-049657 · 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: 47,810 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.