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 |
|---|---|---|---|---|---|---|
| August 27, 2004 Filed Aug 30, 2004 16:37 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | OtherCommon Stock | 200,000 | $42.05 | $8,410,000.00 |
DisclosureSEC source: 0001184491-04-000007 · c0001184491d20040830f4f.xml · nonDerivative · entry 1 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,000 F1 · kind: Shares disposed are owned by the 1984 Brotman Family 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, 2004 Filed Apr 2, 2004 19:57 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantStock Option · Derivative | 150,000 | $0.00 Strike: $37.35 | $0.00 |
DisclosureSEC source: 0001184491-04-000005 · c0001184491d20040402f4f.xml · derivative · entry 1 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 150,000 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 17:09 UTC Amendment | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | GrantStock Option · Derivative | 150,000 | $0.00 Strike: $37.35 | $0.00 |
DisclosureSEC source: 0001184491-04-000006 · c0001184491d20040414f4af.xml · derivative · entry 1 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 150,000 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 |
| January 22, 2004 Filed Jan 22, 2004 22:21 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 100,000 | $36.45 | $3,644,750.00 |
DisclosureSEC source: 0001184491-04-000002 · c0001184491d20040122f4f.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: 2,261,703.04 F1 · kind: Shares disposed are owned by the 1984 Brotman Family 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 |
| October 20, 2003 Filed Oct 22, 2003 22:44 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | SaleCommon Stock | 100,000 | $33.37 | $3,337,000.00 |
DisclosureSEC source: 0000907303-03-000241 · form4brotman_ex.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: 2,361,703.04 F1 · kind: Shares disposed are owned by the 1984 Brotman Family 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 |
| May 16, 2003 Filed May 19, 2003 19:08 UTC | COSTCO WHOLESALE CORP /NEW NASD · Entity 2803 | GiftCommon Stock | 118,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001184491-03-000010 · primary_doc.xml · nonDerivative · entry 3 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Read SEC document |
| May 16, 2003 Filed May 19, 2003 19:08 UTC | COSTCO WHOLESALE CORP /NEW NASD · Entity 2803 | OtherCommon Stock | 125,000 | $35.36 | $4,420,000.00 |
DisclosureSEC source: 0001184491-03-000010 · primary_doc.xml · nonDerivative · entry 2 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,000 F1 · kind: On the date reported, Mr. Brotman received a distribution of 125,000 shares from the 1984 Brotman Family Trust. He made a gift of 118,000 of those shares. Read SEC document |
| May 16, 2003 Filed May 19, 2003 19:08 UTC | COSTCO WHOLESALE CORP /NEW NASD · Entity 2803 | OtherCommon Stock | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001184491-03-000010 · primary_doc.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: 2,461,703.04 F1 · kind: On the date reported, Mr. Brotman received a distribution of 125,000 shares from the 1984 Brotman Family Trust. He made a gift of 118,000 of those shares. F2 · shares: Shares disposed are owned by the 1984 Brotman Family 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, 2003 Filed Sep 29, 2003 16:15 UTC | COSTCO WHOLESALE CORP /NEW COST · Entity 2803 | OtherStock Option · Derivative | 150,000 | $0.00 Strike: $30.41 | $0.00 |
DisclosureSEC source: 0001184491-03-000012 · c0001184491d20030929f5f.xml · derivative · entry 1 BROTMAN JEFFREY H · CIK 0001184491 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 150,000 shares Expires 2013-04-01 F1 · kind: Granted pursuant to the Incentive Stock Option plan. 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.