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 |
|---|---|---|---|---|---|---|
| June 10, 2004 Filed Jun 15, 2004 17:41 UTC Amendment | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 30,000 | $41.55 | $1,246,383.00 |
DisclosureSEC source: 0001184493-04-000006 · c0001184493d20040615f4af.xml · nonDerivative · entry 1 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,956 Read SEC document |
| June 09, 2004 Filed Jun 10, 2004 15:26 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionStock Option · Derivative | 30,000 | $0.00 Strike: $8.25 | $0.00 |
DisclosureSEC source: 0001184493-04-000004 · c0001184493d20040609f4f.xml · derivative · entry 3 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires 2005-10-26 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 |
| June 09, 2004 Filed Jun 10, 2004 15:26 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 30,000 | $40.59 | $1,217,700.00 |
DisclosureSEC source: 0001184493-04-000004 · c0001184493d20040609f4f.xml · nonDerivative · entry 2 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,956 Read SEC document |
| June 09, 2004 Filed Jun 10, 2004 15:26 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionCommon Stock | 30,000 | $8.25 | $247,500.00 |
DisclosureSEC source: 0001184493-04-000004 · c0001184493d20040609f4f.xml · nonDerivative · entry 1 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,956 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 01, 2004 Filed Apr 2, 2004 20:30 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantStock Option · Derivative | 75,000 | $0.00 Strike: $37.35 | $0.00 |
DisclosureSEC source: 0001184493-04-000002 · c0001184493d20040402f4s1f.xml · derivative · entry 1 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires 2014-03-31 F1 · kind: Granted pursuant to the Incentive Stock Option plan. F2 · derivative.exercise_date: Vest 20%/year over five years Read SEC document |
| April 01, 2004 Filed Apr 14, 2004 17:11 UTC Amendment | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantStock Option · Derivative | 75,000 | $0.00 Strike: $37.35 | $0.00 |
DisclosureSEC source: 0001184493-04-000003 · c0001184493d20040414f4af.xml · derivative · entry 1 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires 2014-03-31 F1 · kind: Granted pursuant to the Incentive Stock Option plan. F2 · derivative.exercise_date: Vest 20%/year over five years Read SEC document |
| December 19, 2003 Filed Sep 29, 2004 22:14 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001184493-04-000011 · c0001184493d20040929f5f.xml · nonDerivative · entry 1 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,656 Read SEC document |
| July 23, 2003 Filed Sep 29, 2003 16:27 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001184493-03-000009 · c0001184493d20030929f5f.xml · nonDerivative · entry 2 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,956 Read SEC document |
| May 30, 2003 Filed Jun 2, 2003 21:14 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 17,500 | $36.96 | $646,849.00 |
DisclosureSEC source: 0001184493-03-000008 · c0001184493d20030602f4f.xml · nonDerivative · entry 1 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,956 Read SEC document |
| April 01, 2003 Filed Sep 29, 2003 16:27 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | OtherStock Option · Derivative | 75,000 | $0.00 Strike: $30.41 | $0.00 |
DisclosureSEC source: 0001184493-03-000009 · c0001184493d20030929f5f.xml · derivative · entry 3 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires 2013-04-01 F1 · kind: Granted pursuant to the Incentive Stock Option plan. Read SEC document |
| January 24, 2003 Filed Sep 29, 2003 16:27 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001184493-03-000009 · c0001184493d20030929f5f.xml · nonDerivative · entry 1 GALANTI RICHARD A · CIK 0001184493 · Director · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,956 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.