Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COSTCO WHOLESALE CORP /NEWCOST · Entity 2803 | Executive VP | September 18, 2019 | September 20, 2019 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
COSTCO WHOLESALE CORP /NEW
Report date September 18, 2019 · Filed September 20, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,193 |
Ending reported balance
After 2019-09-18 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-09-18 · Grant · Acquired 13,510 · Balance 13,510 F1: Grant was initially made in October 2018 subject to performance conditions concerning fiscal 2019, which have been deemed satisfied by the Compensation Committee of the Board of Directors. The shares of restricted stock subject to performance conditions vest ratably over a four year period from satisfaction based on continued employment with the Company. In addition, under the Stock Incentive Plan, long term employees are eligible for accelerated vesting upon the anniversary of their 25th, 30th and 35th years of service. F2: Not applicable. Grant of Restricted Stock Units. Row 2 · 2019-09-18 · Tax withholding · Disposed 5,317 · Balance 8,193 |
| Common StockSEC Table I · non-derivative | IndirectLazarus Family Trust | 38,644 |
Reported balance
Holding disclosure · report date 2019-09-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 38,644 |
Filing footnotes · ownership attribution and instrument terms
F1: Grant was initially made in October 2018 subject to performance conditions concerning fiscal 2019, which have been deemed satisfied by the Compensation Committee of the Board of Directors. The shares of restricted stock subject to performance conditions vest ratably over a four year period from satisfaction based on continued employment with the Company. In addition, under the Stock Incentive Plan, long term employees are eligible for accelerated vesting upon the anniversary of their 25th, 30th and 35th years of service.
F2: Not applicable. Grant of Restricted Stock Units.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 22, 2015 Filed Oct 26, 2015 22:21 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 786 | $158.15 | $124,305.90 |
DisclosureSEC source: 0001209191-15-076792 · doc4.xml · nonDerivative · entry 3 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,455 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 22:21 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 393 | $158.15 | $62,152.95 |
DisclosureSEC source: 0001209191-15-076792 · doc4.xml · nonDerivative · entry 2 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,241 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 22:21 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 393 | $158.15 | $62,152.95 |
DisclosureSEC source: 0001209191-15-076792 · doc4.xml · nonDerivative · entry 1 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,634 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 |
| September 24, 2015 Filed Sep 28, 2015 16:48 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 5,120 | $144.87 | $741,734.40 |
DisclosureSEC source: 0001209191-15-072273 · doc4.xml · nonDerivative · entry 2 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,411 Read SEC document |
| September 24, 2015 Filed Sep 28, 2015 16:48 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantCommon Stock | 21,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-15-072273 · doc4.xml · nonDerivative · entry 1 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,531 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 |
| February 27, 2015 Filed Mar 3, 2015 23:22 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantCommon Stock | 1,484 | $146.96 | $218,088.64 |
DisclosureSEC source: 0001209191-15-021708 · doc4.xml · nonDerivative · entry 1 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,147 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 |
| January 29, 2015 Filed Jan 30, 2015 16:02 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 10,000 | $139.83 | $1,398,263.00 |
DisclosureSEC source: 0001209191-15-007731 · doc4.xml · nonDerivative · entry 3 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Lazarus Family Trust Disclosed balance after: 23,280 F2 · price: The price shown is a weighted average sale price for shares sold in multiple transactions; the sale prices ranged from $139.76 to $139.8940 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 22, 2014 Filed Jan 30, 2015 16:02 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | OtherCommon Stock | 19,971 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-15-007731 · doc4.xml · nonDerivative · entry 2 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Lazarus Family Trust Disclosed balance after: 33,280 F1 · price: Transfer from direct to indirect. Read SEC document |
| December 22, 2014 Filed Jan 30, 2015 16:02 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | OtherCommon Stock | 19,971 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-15-007731 · doc4.xml · nonDerivative · entry 1 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,663 F1 · price: Transfer from direct to indirect. Read SEC document |
| October 22, 2014 Filed Oct 23, 2014 19:26 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 635 | $130.54 | $82,892.90 |
DisclosureSEC source: 0001209191-14-064462 · doc4.xml · nonDerivative · entry 5 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,555 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 19:26 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 1,129 | $130.54 | $147,379.66 |
DisclosureSEC source: 0001209191-14-064462 · doc4.xml · nonDerivative · entry 4 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,426 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 19:26 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 1,505 | $130.54 | $196,462.70 |
DisclosureSEC source: 0001209191-14-064462 · doc4.xml · nonDerivative · entry 3 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,921 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 19:26 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 3,763 | $130.54 | $491,222.02 |
DisclosureSEC source: 0001209191-14-064462 · doc4.xml · nonDerivative · entry 2 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,158 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 19:26 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 3,524 | $130.54 | $460,022.96 |
DisclosureSEC source: 0001209191-14-064462 · doc4.xml · nonDerivative · entry 1 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,634 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 01, 2014 Filed Oct 1, 2014 15:11 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 600 | $125.25 | $75,150.00 |
DisclosureSEC source: 0001209191-14-060410 · doc4.xml · nonDerivative · entry 1 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Lazarus Family Trust Disclosed balance after: 13,309 F1 · kind: This sale was effected pursuant to a 10b5-1 trading plan. Read SEC document |
| September 26, 2014 Filed Sep 30, 2014 15:34 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 1,916 | $125.54 | $240,534.64 |
DisclosureSEC source: 0001209191-14-060193 · doc4.xml · nonDerivative · entry 2 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,190 Read SEC document |
| September 26, 2014 Filed Sep 30, 2014 15:34 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantCommon Stock | 21,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-14-060193 · doc4.xml · nonDerivative · entry 1 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,106 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 |
| September 02, 2014 Filed Sep 2, 2014 22:32 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 600 | $121.00 | $72,600.00 |
DisclosureSEC source: 0001209191-14-055294 · doc4.xml · nonDerivative · entry 1 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Lazarus Family Trust Disclosed balance after: 13,909 F1 · kind: This sale was effected pursuant to a 10b5-1 trading plan. Read SEC document |
| August 01, 2014 Filed Aug 1, 2014 17:51 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 600 | $117.80 | $70,680.00 |
DisclosureSEC source: 0001209191-14-049870 · doc4.xml · nonDerivative · entry 1 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Lazarus Family Trust Disclosed balance after: 14,509 F1 · kind: This sale was effected pursuant to a 10b5-1 trading plan. Read SEC document |
| July 01, 2014 Filed Jul 1, 2014 21:16 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 600 | $115.29 | $69,174.00 |
DisclosureSEC source: 0001209191-14-044737 · doc4.xml · nonDerivative · entry 1 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Lazarus Family Trust Disclosed balance after: 15,109 F1 · kind: This sale was effected pursuant to a 10b5-1 trading plan. Read SEC document |
| June 06, 2014 Filed Jun 6, 2014 17:20 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 10,000 | $117.69 | $1,176,900.00 |
DisclosureSEC source: 0001209191-14-039502 · doc4.xml · nonDerivative · entry 1 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Lazarus Family Trust Disclosed balance after: 15,709 Read SEC document |
| June 02, 2014 Filed Jun 2, 2014 15:02 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 600 | $115.84 | $69,504.00 |
DisclosureSEC source: 0001209191-14-038181 · doc4.xml · nonDerivative · entry 1 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Lazarus Family Trust Disclosed balance after: 25,709 F1 · kind: This sale was effected pursuant to a 10b5-1 trading plan. Read SEC document |
| May 01, 2014 Filed May 2, 2014 14:46 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 600 | $115.69 | $69,414.00 |
DisclosureSEC source: 0001209191-14-030467 · doc4.xml · nonDerivative · entry 1 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Lazarus Family Trust Disclosed balance after: 26,309 F1 · kind: This sale was effected pursuant to a 10b5-1 trading plan. Read SEC document |
| April 01, 2014 Filed Apr 1, 2014 15:58 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 600 | $112.16 | $67,296.00 |
DisclosureSEC source: 0001209191-14-024035 · doc4.xml · nonDerivative · entry 1 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Lazarus Family Trust Disclosed balance after: 26,909 F1 · kind: This sale was effected pursuant to a 10b5-1 trading plan. Read SEC document |
| March 03, 2014 Filed Mar 3, 2014 18:29 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 600 | $116.12 | $69,672.00 |
DisclosureSEC source: 0001209191-14-015652 · doc4.xml · nonDerivative · entry 1 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Lazarus Family Trust Disclosed balance after: 27,509 F1 · kind: This sale was effected pursuant to a 10b5-1 trading plan. Read SEC document |
| February 03, 2014 Filed Feb 5, 2014 17:33 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 600 | $112.96 | $67,776.00 |
DisclosureSEC source: 0001209191-14-007443 · doc4.xml · nonDerivative · entry 1 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Lazarus Family Trust Disclosed balance after: 28,109 F1 · kind: This sale was effected pursuant to a 10b5-1 trading plan. Read SEC document |
| January 02, 2014 Filed Jan 2, 2014 20:39 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 600 | $118.71 | $71,226.00 |
DisclosureSEC source: 0001209191-14-000157 · doc4.xml · nonDerivative · entry 1 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Lazarus Family Trust Disclosed balance after: 28,709 F1 · kind: This sale was effected pursuant to a 10b5-1 trading plan. Read SEC document |
| December 02, 2013 Filed Dec 2, 2013 23:02 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 600 | $124.19 | $74,514.00 |
DisclosureSEC source: 0001209191-13-054734 · doc4.xml · nonDerivative · entry 1 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Lazarus Family Trust Disclosed balance after: 29,309 F1 · kind: This sale was effected pursuant to a 10b5-1 trading plan. Read SEC document |
| November 15, 2013 Filed Nov 15, 2013 23:33 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 600 | $123.66 | $74,196.66 |
DisclosureSEC source: 0001209191-13-052620 · doc4.xml · nonDerivative · entry 1 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Lazarus Family Trust Disclosed balance after: 29,909 F1 · kind: This sale was effected pursuant to a 10b5-1 trading plan. Read SEC document |
| October 22, 2013 Filed Oct 24, 2013 15:18 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 1,505 | $117.81 | $177,304.05 |
DisclosureSEC source: 0001209191-13-049150 · doc4.xml · nonDerivative · entry 5 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,708 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 15:18 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 753 | $117.81 | $88,710.93 |
DisclosureSEC source: 0001209191-13-049150 · doc4.xml · nonDerivative · entry 4 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,213 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 15:18 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 753 | $117.81 | $88,710.93 |
DisclosureSEC source: 0001209191-13-049150 · doc4.xml · nonDerivative · entry 3 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,966 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 15:18 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 753 | $117.81 | $88,710.93 |
DisclosureSEC source: 0001209191-13-049150 · doc4.xml · nonDerivative · entry 2 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,719 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 15:18 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 753 | $117.81 | $88,710.93 |
DisclosureSEC source: 0001209191-13-049150 · doc4.xml · nonDerivative · entry 1 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,472 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 6, 2014 14:47 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | OtherCommon Stock | 30,509 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-14-062018 · doc5.xml · nonDerivative · entry 2 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Lazarus Family Trust Disclosed balance after: 30,509 F1 · kind: Transfer from direct to indirect. F1 · price: Transfer from direct to indirect. Read SEC document |
| October 22, 2013 Filed Oct 6, 2014 14:47 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | OtherCommon Stock | 30,509 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-14-062018 · doc5.xml · nonDerivative · entry 1 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,106 F1 · kind: Transfer from direct to indirect. F1 · price: Transfer from direct to indirect. Read SEC document |
| September 20, 2013 Filed Sep 23, 2013 21:31 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 2,540 | $117.94 | $299,567.60 |
DisclosureSEC source: 0001209191-13-045295 · doc4.xml · nonDerivative · entry 2 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,225 Read SEC document |
| September 20, 2013 Filed Sep 23, 2013 21:31 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantCommon Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-13-045295 · doc4.xml · nonDerivative · entry 1 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,765 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 15:32 UTC Amendment | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantCommon Stock | 1,907 | $117.94 | $224,911.58 |
DisclosureSEC source: 0001209191-13-050110 · doc4a.xml · nonDerivative · entry 1 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,132 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 |
| June 26, 2013 Filed Oct 11, 2013 14:07 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 1,100 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-13-048111 · doc5.xml · nonDerivative · entry 1 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,765 F1 · price: Personal gift. Read SEC document |
| March 27, 2013 Filed Mar 28, 2013 15:57 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 2,000 | $106.05 | $212,100.00 |
DisclosureSEC source: 0001209191-13-018720 · doc4.xml · nonDerivative · entry 1 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,865 Read SEC document |
| December 12, 2012 Filed Dec 13, 2012 23:34 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantCommon Stock | 1,270 | $98.31 | $124,853.70 |
DisclosureSEC source: 0001209191-12-057543 · doc4.xml · nonDerivative · entry 1 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,865 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 21:13 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 441 | $95.00 | $41,895.00 |
DisclosureSEC source: 0001209191-12-050445 · doc4.xml · nonDerivative · entry 4 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,595 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 21:13 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 441 | $95.00 | $41,895.00 |
DisclosureSEC source: 0001209191-12-050445 · doc4.xml · nonDerivative · entry 3 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,036 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 21:13 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 441 | $95.00 | $41,895.00 |
DisclosureSEC source: 0001209191-12-050445 · doc4.xml · nonDerivative · entry 2 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,477 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 21:13 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 441 | $95.00 | $41,895.00 |
DisclosureSEC source: 0001209191-12-050445 · doc4.xml · nonDerivative · entry 1 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,918 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 | 662 | $96.78 | $64,068.36 |
DisclosureSEC source: 0001209191-12-049981 · doc4.xml · nonDerivative · entry 1 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,359 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 |
| April 01, 2004 Filed Apr 2, 2004 20:42 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantStock Option · Derivative | 75,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001184496-04-000002 · c0001184496d20040402f4f.xml · derivative · entry 1 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 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 17:13 UTC Amendment | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantStock Option · Derivative | 75,000 | $0.00 Strike: $37.35 | $0.00 |
DisclosureSEC source: 0001184496-04-000003 · c0001184496d20040414f4af.xml · derivative · entry 1 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 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 |
| May 12, 2003 Filed May 13, 2003 15:42 UTC | COSTCO WHOLESALE CORP /NEW NASD · Entity 2803 | Exercise / conversionStock Option · Derivative | 20,000 | $0.00 Strike: $22.88 | $0.00 |
DisclosureSEC source: 0001184496-03-000001 · primary_doc.xml · derivative · entry 3 LAZARUS FRANZ E · CIK 0001184496 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2008-02-17 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.