Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
COSTCO WHOLESALE CORP /NEW
Report date June 02, 2017 · Filed August 11, 2017
Section 16 reporting ended · disclosed 2017-08-11. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 73,894 |
Reported balance
After 2017-06-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-06-02 · Gift · Disposed 9,415 · Balance 73,894 F1: Deceased as of 8/2/2017. F2: Personal gift. |
| Common StockSEC Table I · non-derivative | Indirect1984 Brotman Family Trust | 374,495.04 |
Reported balance
Holding disclosure · report date 2017-06-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 374,495.04 F3: Mr. Brotman disclaimed beneficial ownership of shares owned by the trust. Mr. Brotman was not a trustee of this trust nor did he have investment control over the trust's assets. Mr. Brotman was one of a number of beneficiaries of the trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Deceased as of 8/2/2017.
F2: Personal gift.
F3: Mr. Brotman disclaimed beneficial ownership of shares owned by the trust. Mr. Brotman was not a trustee of this trust nor did he have investment control over the trust's assets. Mr. Brotman was one of a number of beneficiaries of the trust.
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 17, 2010 Filed Oct 19, 2010 21:51 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 3,500 | $63.70 | $222,950.00 |
DisclosureSEC source: 0001209191-10-051053 · doc4.xml · nonDerivative · entry 1 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,047 Read SEC document |
| October 07, 2010 Filed Oct 13, 2010 22:27 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 6,077 | $65.26 | $396,585.02 |
DisclosureSEC source: 0001209191-10-050326 · doc4.xml · nonDerivative · entry 2 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,547 Read SEC document |
| October 07, 2010 Filed Oct 13, 2010 22:27 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantCommon Stock | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-10-050326 · doc4.xml · nonDerivative · entry 1 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,624 F1 · shares: Grant was initially made in October 2009 subject to performance conditions concerning fiscal 2010, 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 |
| July 23, 2010 Filed Jul 23, 2010 22:15 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 50,000 | $55.38 | $2,769,170.00 |
DisclosureSEC source: 0001209191-10-039555 · doc4.xml · nonDerivative · entry 1 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · 1984 Brotman Family Trust Disclosed balance after: 736,703.04 F1 · balance_after: Mr. Brotman disclaims beneficial ownership of shares owned by the trust. Mr. Brotman is not a trustee of this trust nor does he have investment control over the trust's assets. Mr. Brotman is one of a number of beneficiaries of the trust. F1 · ownership.direct: Mr. Brotman disclaims beneficial ownership of shares owned by the trust. Mr. Brotman is not a trustee of this trust nor does he have investment control over the trust's assets. Mr. Brotman is one of a number of beneficiaries of the trust. Read SEC document |
| July 14, 2010 Filed Jul 14, 2010 23:20 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-10-038489 · doc4.xml · nonDerivative · entry 1 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · 1984 Brotman Family Trust Disclosed balance after: 786,703.04 F1 · price: Shares sold as follows: 25,000 @ 56.139 20,000 @ 56.038 25,000 @ 56.018 30,000 @ 56.075 F2 · balance_after: Mr. Brotman disclaims beneficial ownership of shares owned by the trust. Mr. Brotman is not a trustee of this trust nor does he have investment control over the trust's assets. Mr. Brotman is one of a number of beneficiaries of the trust. F2 · ownership.direct: Mr. Brotman disclaims beneficial ownership of shares owned by the trust. Mr. Brotman is not a trustee of this trust nor does he have investment control over the trust's assets. Mr. Brotman is one of a number of beneficiaries of the trust. Read SEC document |
| April 12, 2010 Filed Apr 13, 2010 20:44 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 1,711 | $60.35 | $103,258.85 |
DisclosureSEC source: 0001209191-10-022085 · doc4.xml · nonDerivative · entry 1 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,624 Read SEC document |
| March 31, 2010 Filed Mar 31, 2010 21:20 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 42,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-10-019533 · doc4.xml · nonDerivative · entry 1 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · 1984 Brotman Family Trust Disclosed balance after: 886,703.04 F1 · price: Shares sold as follows: 27500 @ 59.74970 12500 @ 59.85000 2500 @ 59.90275 F2 · balance_after: Mr. Brotman disclaims beneficial ownership of shares owned by the trust. Mr. Brotman is not a trustee of this trust nor does he have investment control over the trust's assets. Mr. Brotman is one of a number of beneficiaries of the trust. Read SEC document |
| March 30, 2010 Filed Mar 31, 2010 17:34 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 57,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-10-019427 · doc4.xml · nonDerivative · entry 1 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · 1984 Brotman Family Trust Disclosed balance after: 929,203.04 F1 · price: Shares sold as follows: 7500 @ 60.2000 25135 @ 60.2050 5324 @ 60.2100 9541 @ 60.2107 10000 @ 60.2560 F2 · balance_after: Mr. Brotman disclaims beneficial ownership of shares owned by the trust. Mr. Brotman is not a trustee of this trust nor does he have investment control over the trust's assets. Mr. Brotman is one of a number of beneficiaries of the trust. Read SEC document |
| December 28, 2009 Filed Dec 29, 2009 17:29 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionStock Option · Derivative | 50,000 | $52.50 Strike: $52.50 | $2,625,000.00 |
DisclosureSEC source: 0001209191-09-058889 · doc4.xml · derivative · entry 5 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 shares Expires 2010-04-03 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 28, 2009 Filed Dec 29, 2009 17:29 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 50,000 | $60.54 | $3,026,760.00 |
DisclosureSEC source: 0001209191-09-058889 · doc4.xml · nonDerivative · entry 2 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,335 Read SEC document |
| December 28, 2009 Filed Dec 29, 2009 17:29 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionCommon Stock | 50,000 | $52.50 | $2,625,000.00 |
DisclosureSEC source: 0001209191-09-058889 · doc4.xml · nonDerivative · entry 1 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,335 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 18, 2009 Filed Nov 19, 2009 18:05 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionStock Option · Derivative | 100,000 | $52.50 Strike: $52.50 | $5,250,000.00 |
DisclosureSEC source: 0001209191-09-053592 · doc4.xml · derivative · entry 5 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 100,000 shares Expires 2010-04-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 18, 2009 Filed Nov 19, 2009 18:05 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-09-053592 · doc4.xml · nonDerivative · entry 2 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,335 F1 · price: # of Shares Price 17,000 $60.5000 83,000 $60.5116 Read SEC document |
| November 18, 2009 Filed Nov 19, 2009 18:05 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionCommon Stock | 100,000 | $52.50 | $5,250,000.00 |
DisclosureSEC source: 0001209191-09-053592 · doc4.xml · nonDerivative · entry 1 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,335 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 22, 2009 Filed Oct 23, 2009 21:45 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 2,432 | $58.27 | $141,712.64 |
DisclosureSEC source: 0001209191-09-049670 · doc4.xml · nonDerivative · entry 1 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,835 Read SEC document |
| October 19, 2009 Filed Oct 21, 2009 16:16 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 3,500 | $59.23 | $207,305.00 |
DisclosureSEC source: 0001209191-09-049337 · doc4.xml · nonDerivative · entry 1 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,267 Read SEC document |
| October 17, 2009 Filed Oct 19, 2009 22:11 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 3,500 | $58.48 | $204,680.00 |
DisclosureSEC source: 0001209191-09-049144 · doc4.xml · nonDerivative · entry 1 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,267 Read SEC document |
| October 07, 2009 Filed Oct 8, 2009 23:57 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 5,957 | $59.00 | $351,463.00 |
DisclosureSEC source: 0001209191-09-048156 · doc4.xml · nonDerivative · entry 2 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,767 Read SEC document |
| October 07, 2009 Filed Oct 8, 2009 23:57 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantCommon Stock | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-09-048156 · doc4.xml · nonDerivative · entry 1 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,724 F1 · shares: Grant was initially made in October 2008 subject to performance conditions concerning fiscal 2009, 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 |
| April 12, 2009 Filed Apr 13, 2009 20:57 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 1,257 | $46.90 | $58,953.30 |
DisclosureSEC source: 0001209191-09-021370 · doc4.xml · nonDerivative · entry 1 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,724 Read SEC document |
| December 17, 2008 Filed Dec 17, 2008 23:57 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-08-066389 · doc4.xml · nonDerivative · entry 1 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · 1984 Brotman Family Trust Disclosed balance after: 986,703.04 F1 · price: Shares were sold as follows: 25000 @ 53.5550 5000 @ 53.6300 5000 @ 53.6500 5000 @ 53.5000 10000 @ 53.5100 F2 · ownership.nature: Mr. Brotman disclaims beneficial ownership of shares by the trust. Mr. Brotman is not a trustee of this trust nor does he have investment control over the trust's assets. Mr. Brotman is one of a number of beneficiaries of the trust. Read SEC document |
| December 16, 2008 Filed Dec 16, 2008 23:55 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-08-066158 · doc4.xml · nonDerivative · entry 1 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · 1984 Brotman Family Trust Disclosed balance after: 1,036,703.04 F1 · price: Shares sold as follows: 25000 @ 52.76 25000 @ 52.84 F2 · ownership.nature: Mr. Brotman disclaims beneficial ownership of shares by the trust. Mr. Brotman is not a trustee of this trust nor does he have investment control over the trust's assets. Mr. Brotman is one of a number of beneficiaries of the trust. Read SEC document |
| November 11, 2008 Filed Nov 13, 2008 16:50 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionStock Option · Derivative | 50,000 | $36.19 Strike: $36.19 | $1,809,375.00 |
DisclosureSEC source: 0001209191-08-060350 · doc4.xml · derivative · entry 5 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 shares Expires 2011-04-02 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 |
| November 11, 2008 Filed Nov 13, 2008 16:50 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-08-060350 · doc4.xml · nonDerivative · entry 3 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · 1984 Brotman Family Trust Disclosed balance after: 1,086,703.04 F2 · price: Shares sold as follows: 7500 @ 52.265 42500 @ 52.000 25000 @ 52.190 25000 @ 52.205 F3 · ownership.nature: Mr. Brotman disclaims beneficial ownership of shares by the trust. Mr. Brotman is not a trustee of this trust nor does he have investment control over the trust's assets. Mr. Brotman is one of a number of beneficiaries of the trust. Read SEC document |
| November 11, 2008 Filed Nov 13, 2008 16:50 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-08-060350 · doc4.xml · nonDerivative · entry 2 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,981 F1 · price: Shares sold as follows: 25000 @ 52.08 25000 @ 52.09 Read SEC document |
| November 11, 2008 Filed Nov 13, 2008 16:50 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionCommon Stock | 50,000 | $36.19 | $1,809,375.00 |
DisclosureSEC source: 0001209191-08-060350 · doc4.xml · nonDerivative · entry 1 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,981 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 10, 2008 Filed Nov 12, 2008 16:16 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionStock Option · Derivative | 100,000 | $36.19 Strike: $36.19 | $3,618,750.00 |
DisclosureSEC source: 0001209191-08-060019 · doc4.xml · derivative · entry 8 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 100,000 shares Expires 2011-04-02 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 |
| November 10, 2008 Filed Nov 12, 2008 16:16 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 25,000 | $53.54 | $1,338,575.00 |
DisclosureSEC source: 0001209191-08-060019 · doc4.xml · nonDerivative · entry 5 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,981 Read SEC document |
| November 10, 2008 Filed Nov 12, 2008 16:16 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 25,000 | $53.66 | $1,341,500.00 |
DisclosureSEC source: 0001209191-08-060019 · doc4.xml · nonDerivative · entry 4 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,981 Read SEC document |
| November 10, 2008 Filed Nov 12, 2008 16:16 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 25,000 | $53.86 | $1,346,375.00 |
DisclosureSEC source: 0001209191-08-060019 · doc4.xml · nonDerivative · entry 3 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,981 Read SEC document |
| November 10, 2008 Filed Nov 12, 2008 16:16 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 25,000 | $53.89 | $1,347,250.00 |
DisclosureSEC source: 0001209191-08-060019 · doc4.xml · nonDerivative · entry 2 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,981 Read SEC document |
| November 10, 2008 Filed Nov 12, 2008 16:16 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionCommon Stock | 100,000 | $36.19 | $3,618,750.00 |
DisclosureSEC source: 0001209191-08-060019 · doc4.xml · nonDerivative · entry 1 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,981 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 30, 2008 Filed Oct 31, 2008 18:33 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionStock Option · Derivative | 200,000 | $44.97 Strike: $44.97 | $8,993,760.00 |
DisclosureSEC source: 0001209191-08-058123 · doc4.xml · derivative · entry 5 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 200,000 shares Expires 2009-04-01 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 |
| October 30, 2008 Filed Oct 31, 2008 18:33 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 200,000 | $56.71 | $11,342,860.00 |
DisclosureSEC source: 0001209191-08-058123 · doc4.xml · nonDerivative · entry 2 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,981 Read SEC document |
| October 30, 2008 Filed Oct 31, 2008 18:33 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionCommon Stock | 200,000 | $44.97 | $8,993,760.00 |
DisclosureSEC source: 0001209191-08-058123 · doc4.xml · nonDerivative · entry 1 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,981 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 19, 2008 Filed Oct 21, 2008 15:42 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 3,611 | $57.98 | $209,365.78 |
DisclosureSEC source: 0001209191-08-057040 · doc4.xml · nonDerivative · entry 3 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,981 Read SEC document |
| October 17, 2008 Filed Oct 21, 2008 15:42 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 3,645 | $57.98 | $211,337.10 |
DisclosureSEC source: 0001209191-08-057040 · doc4.xml · nonDerivative · entry 2 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,592 Read SEC document |
| October 17, 2008 Filed Oct 21, 2008 15:42 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantCommon Stock | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-08-057040 · doc4.xml · nonDerivative · entry 1 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,237 F1 · shares: Grant was initially made in October 2007 subject to performance conditions concerning fiscal 2008, which were recently deemed satisfied by the Compensation Committee of the Board of Directors. Vests one-fifth on October 17, 2008 and one-fifth annually on October 17 for the following four years. F2 · price: Not applicable. Grant of Restricted Stock Units. Read SEC document |
| October 10, 2008 Filed Oct 14, 2008 15:31 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 100,000 | $52.92 | $5,291,880.00 |
DisclosureSEC source: 0001209191-08-056185 · doc4.xml · nonDerivative · entry 1 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · 1984 Brotman Family Trust Disclosed balance after: 1,186,703.04 F1 · ownership.nature: Mr. Brotman disclaims beneficial ownership of shares by the trust. Mr. Brotman is not a trustee of this trust nor does he have investment control over the trust's assets. Mr. Brotman is one of a number of beneficiaries of the trust. Read SEC document |
| September 16, 2008 Filed Oct 15, 2009 15:01 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 20 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-09-048667 · doc5.xml · nonDerivative · entry 1 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,237 F1 · price: Personal gift. Read SEC document |
| July 17, 2008 Filed Oct 7, 2008 21:29 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 30,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-08-055721 · doc5.xml · nonDerivative · entry 4 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,257 F1 · price: Personal gift. Read SEC document |
| July 02, 2008 Filed Oct 7, 2008 21:29 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GiftCommon Stock | 45,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-08-055721 · doc5.xml · nonDerivative · entry 3 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,257 F1 · price: Personal gift. Read SEC document |
| June 30, 2008 Filed Jul 1, 2008 21:44 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | OtherCommon Stock | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-08-039903 · doc4.xml · nonDerivative · entry 2 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · 1984 Brotman Family Trust Disclosed balance after: 1,286,703.04 F1 · kind: Mr. Brotman disclaims beneficial ownership of shares owned by the trust. Mr. Brotman is not a trustee of this trust nor does he have investment control over the trust's assets. Mr. Brotman is one of a number of beneficiaries of the trust. F2 · price: On the date reported, Mr. Brotman received a distribution of 75,000 shares from the 1984 Brotman Family Trust. Read SEC document |
| June 30, 2008 Filed Jul 1, 2008 21:44 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | OtherCommon Stock | 75,000 | $70.93 | $5,319,750.00 |
DisclosureSEC source: 0001209191-08-039903 · doc4.xml · nonDerivative · entry 1 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,257 F1 · kind: Mr. Brotman disclaims beneficial ownership of shares owned by the trust. Mr. Brotman is not a trustee of this trust nor does he have investment control over the trust's assets. Mr. Brotman is one of a number of beneficiaries of the trust. F2 · shares: On the date reported, Mr. Brotman received a distribution of 75,000 shares from the 1984 Brotman Family Trust. Read SEC document |
| April 12, 2008 Filed Apr 14, 2008 19:48 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Tax withholdingCommon Stock | 1,768 | $65.70 | $116,157.60 |
DisclosureSEC source: 0001209191-08-024013 · doc4.xml · nonDerivative · entry 1 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,257 Read SEC document |
| April 02, 2008 Filed Apr 2, 2008 17:10 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 45,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-08-021434 · doc4.xml · nonDerivative · entry 1 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · 1984 Brotman Family Trust Disclosed balance after: 1,361,703.04 F1 · price: Shares sold as: 10000 @ 66.050 10000 @ 66.175 20000 @ 66.120 5000 @ 66.200 F2 · ownership.nature: Mr. Brotman disclaims beneficial ownership of shares by the trust. Mr. Brotman is not a trustee of this trust nor does he have investment control over the trust's assets. Mr. Brotman is one of a number of beneficiaries of the trust. Read SEC document |
| April 01, 2008 Filed Apr 2, 2008 17:04 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 55,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-08-021428 · doc4.xml · nonDerivative · entry 1 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · 1984 Brotman Family Trust Disclosed balance after: 1,406,703.04 F1 · price: Shares sold as: 20000 @ 66.450 30000 @ 66.474 5000 @ 66.455 F2 · ownership.nature: Mr. Brotman disclaims beneficial ownership of shares by the trust. Mr. Brotman is not a trustee of this trust nor does he have investment control over the trust's assets. Mr. Brotman is one of a number of beneficiaries of the trust. Read SEC document |
| March 20, 2008 Filed Mar 24, 2008 17:33 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantCommon Stock | 25 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-08-019864 · doc4.xml · nonDerivative · entry 1 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,025 F1 · price: Grant of stock bonus for 25 years of service. Read SEC document |
| March 12, 2008 Filed Mar 12, 2008 18:45 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | Exercise / conversionStock Option · Derivative | 200,000 | $27.13 Strike: $27.13 | $5,425,000.00 |
DisclosureSEC source: 0001209191-08-017621 · doc4.xml · derivative · entry 5 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 200,000 shares Expires 2008-04-01 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 12, 2008 Filed Mar 12, 2008 18:45 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 200,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-08-017621 · doc4.xml · nonDerivative · entry 2 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 F1 · price: Sold as follows: 15M @ 63.165 30M @ 63.20 75M @ 63.23 15M @ 63.36 15M @ 63.385 15M @ 63.405 15M @ 63.435 20M @ 63.56 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.