Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COSTCO WHOLESALE CORP /NEWCOST · Entity 2803 | Director | September 02, 2018 | October 01, 2018 |
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 02, 2018 · Filed October 01, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 631,854 |
Ending reported balance
After 2018-01-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-01-25 · Gift · Disposed 59,806 · Balance 635,213 F1: Personal gift. Row 2 · 2018-01-30 · Other · Disposed 3,359 · Balance 631,854 F2: Shares cancelled; unvested RSUs. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse's GRAT | 5 |
Reported balance
Holding disclosure · report date 2018-09-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5 |
| Common StockSEC Table I · non-derivative | IndirectBy LLC | 584,507 |
Reported balance
Holding disclosure · report date 2018-09-02 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 584,507 |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT | 5 |
Reported balance
Holding disclosure · report date 2018-09-02 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 5 |
Filing footnotes · ownership attribution and instrument terms
F1: Personal gift.
F2: Shares cancelled; unvested RSUs.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 17, 2007 Filed Oct 7, 2008 21:37 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 10,239 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-08-055726 · doc5.xml · nonDerivative · entry 15 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 1,791,039 F5 · kind: Represents transfer of shares from LLC co-managed by reporting person and spouse, each of whom holds a 50% ownership interest in the LLC, to two grantor retained annuity trusts ("GRAT"); reporting person and spouse are the sole trustees of their respective GRATs. Read SEC document |
| December 17, 2007 Filed Oct 7, 2008 21:37 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 10,239 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-08-055726 · doc5.xml · nonDerivative · entry 14 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 1,801,278 F5 · kind: Represents transfer of shares from LLC co-managed by reporting person and spouse, each of whom holds a 50% ownership interest in the LLC, to two grantor retained annuity trusts ("GRAT"); reporting person and spouse are the sole trustees of their respective GRATs. Read SEC document |
| December 17, 2007 Filed Oct 7, 2008 21:37 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | OtherCommon Stock | 15,286 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-08-055726 · doc5.xml · nonDerivative · entry 9 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 617,933 F4 · kind: Represents shares distributed from LLC to reporting person. Read SEC document |
| December 17, 2007 Filed Oct 7, 2008 21:37 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | OtherCommon Stock | 9,903 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-08-055726 · doc5.xml · nonDerivative · entry 8 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 602,647 F3 · kind: Represents shares distributed to spouse of reporting person by a GRAT of which she is the sole trustee. Read SEC document |
| December 17, 2007 Filed Oct 7, 2008 21:37 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | OtherCommon Stock | 9,903 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-08-055726 · doc5.xml · nonDerivative · entry 7 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 592,744 F2 · kind: Represents shares distributed from a GRAT to reporting person. Read SEC document |
| November 26, 2007 Filed Oct 7, 2008 21:37 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 1,912 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-08-055726 · doc5.xml · nonDerivative · entry 6 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 582,841 F1 · kind: Personal gift. Read SEC document |
| October 31, 2007 Filed Oct 7, 2008 21:37 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 1,859 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-08-055726 · doc5.xml · nonDerivative · entry 5 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 584,753 F1 · kind: Personal gift. Read SEC document |
| October 19, 2007 Filed Oct 22, 2007 23:33 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 6,355 | $65.70 | $417,523.50 |
DisclosureSEC source: 0001209191-07-059264 · doc4.xml · nonDerivative · entry 2 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 583,902 Read SEC document |
| October 19, 2007 Filed Oct 22, 2007 23:33 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantCommon Stock | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-07-059264 · doc4.xml · nonDerivative · entry 1 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 636,087 F1 · shares: Vests one-fifth on October 19, 2007 and one-fifth annually on October 19 for the following four years. F2 · price: Not applicable. Grant of Restricted Stock Units. Read SEC document |
| October 19, 2007 Filed Oct 25, 2007 16:43 UTC Amendment | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 3,645 | $65.70 | $239,476.50 |
DisclosureSEC source: 0001209191-07-059798 · doc4a.xml · nonDerivative · entry 1 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 536,612 Read SEC document |
| October 17, 2007 Filed Oct 7, 2008 21:37 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 5,277 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-08-055726 · doc5.xml · nonDerivative · entry 4 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 540,257 F1 · kind: Personal gift. Read SEC document |
| October 17, 2007 Filed Oct 7, 2008 21:37 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 15,635 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-08-055726 · doc5.xml · nonDerivative · entry 3 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 545,534 F1 · kind: Personal gift. Read SEC document |
| October 17, 2007 Filed Oct 7, 2008 21:37 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 24,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-08-055726 · doc5.xml · nonDerivative · entry 2 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 561,169 F1 · kind: Personal gift. Read SEC document |
| October 17, 2007 Filed Oct 7, 2008 21:37 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 489 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-08-055726 · doc5.xml · nonDerivative · entry 1 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 585,598 F1 · kind: Personal gift. Read SEC document |
| August 13, 2007 Filed Aug 14, 2007 18:52 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-07-048015 · doc4.xml · nonDerivative · entry 1 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 586,087 F1 · price: Shares were sold as follows: 8315 @ $62.30 900 @ $62.33 1000 @ $62.40 2294 @ $62.41 2625 @ $62.42 2900 @ $62.43 2651 @ $62.44 5000 @ $62.45 1924 @ $62.46 800 @ $62.47 2751 @ $62.48 2222 @ $62.49 14796 @ $62.50 11585 @ $62.51 3880 @ $62.52 5128 @ $62.53 2114 @ $62.54 4900 @ $62.55 2300 @ $62.56 3026 @ $62.57 1606 @ $62.58 1100 @ $62.59 1347 @ $62.60 1102 @ $62.61 1260 @ $62.62 1280 @ $62.63 650 @ $62.64 750 @ $62.65 400 @ $62.66 1408 @ $62.67 100 @ $62.68 1900 @ $62.69 363 @ $62.70 637 @ $62.71 500 @ $62.72 100 @ $62.73 1000 @ $62.74 700 @ $62.75 326 @ $62.76 2040 @ $62.77 320 @ $62.78 Read SEC document |
| April 23, 2007 Filed Oct 17, 2007 18:38 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 6,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-058660 · doc5.xml · nonDerivative · entry 26 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's GRAT Disclosed balance after: 7,968 F1 · kind: Represents shares distributed from a GRAT to reporting person. Read SEC document |
| April 23, 2007 Filed Oct 17, 2007 18:38 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 11,841 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-058660 · doc5.xml · nonDerivative · entry 25 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's GRAT Disclosed balance after: 14,669 F4 · kind: Represents transfer of shares from LLC co-managed by reporting person and spouse, each of whom holds a 50% ownership interest in the LLC, to two grantor retained annuity trusts ("GRAT"); reporting person and spouse are the sole trustees of their respective GRATs. Read SEC document |
| April 23, 2007 Filed Oct 17, 2007 18:38 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 6,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-058660 · doc5.xml · nonDerivative · entry 22 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By GRAT Disclosed balance after: 7,968 F1 · kind: Represents shares distributed from a GRAT to reporting person. Read SEC document |
| April 23, 2007 Filed Oct 17, 2007 18:38 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 11,841 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-058660 · doc5.xml · nonDerivative · entry 21 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By GRAT Disclosed balance after: 14,669 F4 · kind: Represents transfer of shares from LLC co-managed by reporting person and spouse, each of whom holds a 50% ownership interest in the LLC, to two grantor retained annuity trusts ("GRAT"); reporting person and spouse are the sole trustees of their respective GRATs. Read SEC document |
| April 23, 2007 Filed Oct 17, 2007 18:38 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 413 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-058660 · doc5.xml · nonDerivative · entry 18 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 1,811,517 F4 · kind: Represents transfer of shares from LLC co-managed by reporting person and spouse, each of whom holds a 50% ownership interest in the LLC, to two grantor retained annuity trusts ("GRAT"); reporting person and spouse are the sole trustees of their respective GRATs. Read SEC document |
| April 23, 2007 Filed Oct 17, 2007 18:38 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 413 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-058660 · doc5.xml · nonDerivative · entry 17 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 1,811,930 F4 · kind: Represents transfer of shares from LLC co-managed by reporting person and spouse, each of whom holds a 50% ownership interest in the LLC, to two grantor retained annuity trusts ("GRAT"); reporting person and spouse are the sole trustees of their respective GRATs. Read SEC document |
| April 23, 2007 Filed Oct 17, 2007 18:38 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 4,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-058660 · doc5.xml · nonDerivative · entry 16 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 1,812,343 F4 · kind: Represents transfer of shares from LLC co-managed by reporting person and spouse, each of whom holds a 50% ownership interest in the LLC, to two grantor retained annuity trusts ("GRAT"); reporting person and spouse are the sole trustees of their respective GRATs. Read SEC document |
| April 23, 2007 Filed Oct 17, 2007 18:38 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 4,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-058660 · doc5.xml · nonDerivative · entry 15 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 1,816,479 F4 · kind: Represents transfer of shares from LLC co-managed by reporting person and spouse, each of whom holds a 50% ownership interest in the LLC, to two grantor retained annuity trusts ("GRAT"); reporting person and spouse are the sole trustees of their respective GRATs. Read SEC document |
| April 23, 2007 Filed Oct 17, 2007 18:38 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 7,292 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-058660 · doc5.xml · nonDerivative · entry 14 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 1,820,615 F4 · kind: Represents transfer of shares from LLC co-managed by reporting person and spouse, each of whom holds a 50% ownership interest in the LLC, to two grantor retained annuity trusts ("GRAT"); reporting person and spouse are the sole trustees of their respective GRATs. Read SEC document |
| April 23, 2007 Filed Oct 17, 2007 18:38 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 7,292 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-058660 · doc5.xml · nonDerivative · entry 13 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 1,827,907 F4 · kind: Represents transfer of shares from LLC co-managed by reporting person and spouse, each of whom holds a 50% ownership interest in the LLC, to two grantor retained annuity trusts ("GRAT"); reporting person and spouse are the sole trustees of their respective GRATs. Read SEC document |
| April 23, 2007 Filed Oct 17, 2007 18:38 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 13,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-058660 · doc5.xml · nonDerivative · entry 12 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 1,835,199 F3 · kind: Represents shares distributed from LLC to reporting person. Read SEC document |
| April 23, 2007 Filed Oct 17, 2007 18:38 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | OtherCommon Stock | 6,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-058660 · doc5.xml · nonDerivative · entry 5 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 686,087 F2 · kind: Represents shares distributed to spouse of reporting person by a GRAT of which she is the sole trustee. Read SEC document |
| April 23, 2007 Filed Oct 17, 2007 18:38 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | OtherCommon Stock | 6,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-058660 · doc5.xml · nonDerivative · entry 4 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 679,386 F1 · kind: Represents shares distributed from a GRAT to reporting person. Read SEC document |
| April 23, 2007 Filed Oct 17, 2007 18:38 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | OtherCommon Stock | 13,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-058660 · doc5.xml · nonDerivative · entry 3 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 672,685 F3 · kind: Represents shares distributed from LLC to reporting person. Read SEC document |
| April 17, 2007 Filed Apr 25, 2007 18:06 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 1,823 | $55.60 | $101,358.80 |
DisclosureSEC source: 0001209191-07-025381 · doc4.xml · nonDerivative · entry 1 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 659,517 Read SEC document |
| March 23, 2007 Filed Mar 26, 2007 20:15 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionStock Option · Derivative | 200,000 | $13.44 Strike: $13.44 | $2,687,500.00 |
DisclosureSEC source: 0001209191-07-019742 · doc4.xml · derivative · entry 6 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 200,000 shares Expires 2007-04-02 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 |
| March 23, 2007 Filed Mar 26, 2007 20:15 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-07-019742 · doc4.xml · nonDerivative · entry 2 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 661,340 F1 · price: 300 - 54.47 1500 - 54.48 500 - 54.49 2060 - 54.50 2000 - 54.51 1353 - 54.52 2000 - 54.53 2784 - 54.54 5160 - 54.55 3661 - 54.56 3085 - 54.57 6939 - 54.58 3200 - 54.59 2535 - 54.60 8793 - 54.61 7188 - 54.62 9499 - 54.63 9718 - 54.64 6600 - 54.65 5186 - 54.66 5617 - 54.67 600 - 54.68 3000 - 54.69 5598 - 54.70 1124 - 54.71 Read SEC document |
| March 23, 2007 Filed Mar 26, 2007 20:15 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionCommon Stock | 200,000 | $13.44 | $2,687,500.00 |
DisclosureSEC source: 0001209191-07-019742 · doc4.xml · nonDerivative · entry 1 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 761,340 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, 2006 Filed Oct 17, 2007 18:38 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 7,991 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-058660 · doc5.xml · nonDerivative · entry 24 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's GRAT Disclosed balance after: 2,828 F2 · kind: Represents shares distributed to spouse of reporting person by a GRAT of which she is the sole trustee. Read SEC document |
| December 18, 2006 Filed Oct 17, 2007 18:38 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 6,043 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-058660 · doc5.xml · nonDerivative · entry 23 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's GRAT Disclosed balance after: 10,819 F4 · kind: Represents transfer of shares from LLC co-managed by reporting person and spouse, each of whom holds a 50% ownership interest in the LLC, to two grantor retained annuity trusts ("GRAT"); reporting person and spouse are the sole trustees of their respective GRATs. Read SEC document |
| December 18, 2006 Filed Oct 17, 2007 18:38 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 7,991 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-058660 · doc5.xml · nonDerivative · entry 20 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By GRAT Disclosed balance after: 2,828 F1 · kind: Represents shares distributed from a GRAT to reporting person. Read SEC document |
| December 18, 2006 Filed Oct 17, 2007 18:38 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 6,043 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-058660 · doc5.xml · nonDerivative · entry 19 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By GRAT Disclosed balance after: 10,819 F4 · kind: Represents transfer of shares from LLC co-managed by reporting person and spouse, each of whom holds a 50% ownership interest in the LLC, to two grantor retained annuity trusts ("GRAT"); reporting person and spouse are the sole trustees of their respective GRATs. Read SEC document |
| December 18, 2006 Filed Oct 17, 2007 18:38 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-058660 · doc5.xml · nonDerivative · entry 11 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 1,848,367 F4 · kind: Represents transfer of shares from LLC co-managed by reporting person and spouse, each of whom holds a 50% ownership interest in the LLC, to two grantor retained annuity trusts ("GRAT"); reporting person and spouse are the sole trustees of their respective GRATs. Read SEC document |
| December 18, 2006 Filed Oct 17, 2007 18:38 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-058660 · doc5.xml · nonDerivative · entry 10 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 1,848,624 F4 · kind: Represents transfer of shares from LLC co-managed by reporting person and spouse, each of whom holds a 50% ownership interest in the LLC, to two grantor retained annuity trusts ("GRAT"); reporting person and spouse are the sole trustees of their respective GRATs. Read SEC document |
| December 18, 2006 Filed Oct 17, 2007 18:38 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 2,565 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-058660 · doc5.xml · nonDerivative · entry 9 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 1,848,881 F4 · kind: Represents transfer of shares from LLC co-managed by reporting person and spouse, each of whom holds a 50% ownership interest in the LLC, to two grantor retained annuity trusts ("GRAT"); reporting person and spouse are the sole trustees of their respective GRATs. Read SEC document |
| December 18, 2006 Filed Oct 17, 2007 18:38 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 2,565 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-058660 · doc5.xml · nonDerivative · entry 8 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 1,851,446 F4 · kind: Represents transfer of shares from LLC co-managed by reporting person and spouse, each of whom holds a 50% ownership interest in the LLC, to two grantor retained annuity trusts ("GRAT"); reporting person and spouse are the sole trustees of their respective GRATs. Read SEC document |
| December 18, 2006 Filed Oct 17, 2007 18:38 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 3,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-058660 · doc5.xml · nonDerivative · entry 7 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 1,854,011 F4 · kind: Represents transfer of shares from LLC co-managed by reporting person and spouse, each of whom holds a 50% ownership interest in the LLC, to two grantor retained annuity trusts ("GRAT"); reporting person and spouse are the sole trustees of their respective GRATs. Read SEC document |
| December 18, 2006 Filed Oct 17, 2007 18:38 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 3,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-058660 · doc5.xml · nonDerivative · entry 6 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 1,857,232 F4 · kind: Represents transfer of shares from LLC co-managed by reporting person and spouse, each of whom holds a 50% ownership interest in the LLC, to two grantor retained annuity trusts ("GRAT"); reporting person and spouse are the sole trustees of their respective GRATs. Read SEC document |
| December 18, 2006 Filed Oct 17, 2007 18:38 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | OtherCommon Stock | 7,991 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-058660 · doc5.xml · nonDerivative · entry 2 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 561,340 F2 · kind: Represents shares distributed to spouse of reporting person by a GRAT of which she is the sole trustee. Read SEC document |
| December 18, 2006 Filed Oct 17, 2007 18:38 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | OtherCommon Stock | 7,991 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-058660 · doc5.xml · nonDerivative · entry 1 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 553,349 F1 · kind: Represents shares distributed from a GRAT to reporting person. Read SEC document |
| December 18, 2006 Filed Oct 17, 2007 18:39 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 3,480 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-07-058661 · doc5.xml · nonDerivative · entry 5 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 545,358 F1 · price: Personal gift. Read SEC document |
| December 14, 2006 Filed Oct 17, 2007 18:39 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 2,215 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-07-058661 · doc5.xml · nonDerivative · entry 4 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 548,838 F1 · price: Personal gift. Read SEC document |
| October 17, 2006 Filed Oct 19, 2006 18:53 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantCommon Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-06-055307 · doc4.xml · nonDerivative · entry 1 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 573,481 F1 · shares: Units vest 20% at April 12 over each of the next five years. F2 · price: Not applicable. Grant of Restricted Stock Units. Read SEC document |
| October 17, 2006 Filed Oct 17, 2007 18:39 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 2,428 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-07-058661 · doc5.xml · nonDerivative · entry 3 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 551,053 F1 · price: Personal gift. Read SEC document |
| October 17, 2006 Filed Oct 17, 2007 18:39 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 583 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-07-058661 · doc5.xml · nonDerivative · entry 2 SINEGAL JAMES D · CIK 0001184948 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 553,481 F1 · price: Personal gift. 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.