Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CSX CORPCSX · Entity 442 | Director · President & CEO | February 16, 2022 | February 17, 2022 |
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.
CSX CORP
Report date February 16, 2022 · Filed February 17, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 863,510 |
Reported balance
After 2022-02-16 transaction · row 1
1 source rowRow 1 · 2022-02-16 · Grant · Acquired 91,349 · Balance 863,510 F1: Restricted stock units awarded pursuant to the CSX Corporation 2022 - 2024 Long-Term Incentive Plan. The units vest on February 16, 2025. |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $35.17 · Expires 2032-02-16 | Direct | 321,629 |
Reported balance
After 2022-02-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-02-16 · Grant · Acquired 321,629 · Balance 321,629 F3: Options awarded pursuant to the CSX Corporation 2022 - 2024 Long-Term Incentive Plan. F4: The option vests in three equal installments on February 16, 2023, February 16, 2024 and February 16, 2025. |
| Common StockSEC Table I · non-derivative | IndirectThe James M. Foote Revocable Living Trust | 16,206 |
Reported balance
Holding disclosure · report date 2022-02-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 16,206 F2: By Trustee, James M Foote |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units awarded pursuant to the CSX Corporation 2022 - 2024 Long-Term Incentive Plan. The units vest on February 16, 2025.
F2: By Trustee, James M Foote
F3: Options awarded pursuant to the CSX Corporation 2022 - 2024 Long-Term Incentive Plan.
F4: The option vests in three equal installments on February 16, 2023, February 16, 2024 and February 16, 2025.
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 |
|---|---|---|---|---|---|---|
| February 16, 2022 Filed Feb 17, 2022 21:25 UTC | CSX CORP CSX · Entity 442 | GrantOption · Derivative | 321,629 | $35.17 Strike: $35.17 | $11,311,691.93 |
DisclosureSEC source: 0001209191-22-010756 · doc4.xml · derivative · entry 3 FOOTE JAMES M · CIK 0001020058 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 321,629 Underlying: Common Stock · 321,629 shares Expires 2032-02-16 F3 · shares: Options awarded pursuant to the CSX Corporation 2022 - 2024 Long-Term Incentive Plan. F4 · derivative.exercise_date: The option vests in three equal installments on February 16, 2023, February 16, 2024 and February 16, 2025. Read SEC document |
| February 16, 2022 Filed Feb 17, 2022 21:25 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 91,349 | $35.17 | $3,212,744.33 |
DisclosureSEC source: 0001209191-22-010756 · doc4.xml · nonDerivative · entry 1 FOOTE JAMES M · CIK 0001020058 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 863,510 F1 · shares: Restricted stock units awarded pursuant to the CSX Corporation 2022 - 2024 Long-Term Incentive Plan. The units vest on February 16, 2025. Read SEC document |
| January 21, 2022 Filed Jan 26, 2022 01:07 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 152,232 | $34.10 | $5,191,111.20 |
DisclosureSEC source: 0001209191-22-004868 · doc4.xml · nonDerivative · entry 2 FOOTE JAMES M · CIK 0001020058 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 772,161 F4 · shares: Withholding of stock to satisfy tax obligation. Read SEC document |
| January 21, 2022 Filed Jan 26, 2022 01:07 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 386,808 | $34.10 | $13,190,152.80 |
DisclosureSEC source: 0001209191-22-004868 · doc4.xml · nonDerivative · entry 1 FOOTE JAMES M · CIK 0001020058 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 924,393 F1 · shares: Shares awarded pursuant to the CSX 2019 - 2021 Long Term Incentive Plan. F2 · balance_after: On June 28, 2021, the common stock of CSX Corporation split 3-for-1, resulting in the reporting person's ownership of 357,822 additional shares. F3 · balance_after: Includes 852 shares acquired under CSX Corporation Employee Stock Purchase Plan on June 30, 2021. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 22:28 UTC | CSX CORP CSX · Entity 442 | GrantOption · Derivative | 129,373 | $88.18 Strike: $88.18 | $11,408,111.14 |
DisclosureSEC source: 0001209191-21-010273 · doc4.xml · derivative · entry 3 FOOTE JAMES M · CIK 0001020058 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,373 Underlying: Common Stock · 129,373 shares Expires 2031-02-10 F3 · shares: Option awarded pursuant to the CSX Corporation 2021 - 2023 Long-Term Incentive Plan. F4 · derivative.exercise_date: The option vests in three equal installments on February 10, 2022, February 10, 2023 and February 10, 2024. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 22:28 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 34,596 | $88.18 | $3,050,675.28 |
DisclosureSEC source: 0001209191-21-010273 · doc4.xml · nonDerivative · entry 1 FOOTE JAMES M · CIK 0001020058 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,911 F1 · shares: Restricted stock units awarded pursuant to the CSX Corporation 2021 - 2023 Long-Term Incentive Plan. The units vest on February 10, 2024. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 22:09 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 77,657 | $87.64 | $6,805,859.48 |
DisclosureSEC source: 0001209191-21-005415 · doc4.xml · nonDerivative · entry 2 FOOTE JAMES M · CIK 0001020058 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,315 F2 · shares: Withholding of stock to satisfy tax obligation. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 22:09 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 197,332 | $87.64 | $17,294,176.48 |
DisclosureSEC source: 0001209191-21-005415 · doc4.xml · nonDerivative · entry 1 FOOTE JAMES M · CIK 0001020058 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,972 F1 · shares: Shares awarded pursuant to the CSX 2018 - 2020 Long Term Incentive Plan. Read SEC document |
| October 25, 2020 Filed Oct 28, 2020 00:43 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 15,286 | $81.29 | $1,242,598.94 |
DisclosureSEC source: 0001209191-20-056028 · doc4.xml · nonDerivative · entry 3 FOOTE JAMES M · CIK 0001020058 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,640 F3 · shares: Withholding of stock to satisfy tax obligation. Read SEC document |
| October 25, 2020 Filed Oct 28, 2020 00:43 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 38,844 | $81.29 | $3,157,628.76 |
DisclosureSEC source: 0001209191-20-056028 · doc4.xml · nonDerivative · entry 2 FOOTE JAMES M · CIK 0001020058 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,926 F2 · shares: Shares acquired pursuant to the terms of a long-term incentive plan as described in the Reporting Person's employment letter dated October 25, 2017. Read SEC document |
| July 01, 2020 Filed Oct 28, 2020 00:43 UTC | CSX CORP CSX · Entity 442 | PurchaseCommon Stock | 342 | $59.28 | $20,273.76 |
DisclosureSEC source: 0001209191-20-056028 · doc4.xml · nonDerivative · entry 1 FOOTE JAMES M · CIK 0001020058 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,082 F1 · shares: These shares were acquired under the CSX Corporation Employee Stock Purchase Plan in transactions that were exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 21:36 UTC | CSX CORP CSX · Entity 442 | GrantOption · Derivative | 318,159 | $79.51 Strike: $79.51 | $25,296,822.09 |
DisclosureSEC source: 0001209191-20-011102 · doc4.xml · derivative · entry 1 FOOTE JAMES M · CIK 0001020058 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,159 Underlying: Common Stock · 318,159 shares Expires 2030-02-18 F1 · shares: The options were granted pursuant to the Company's 2020-2022 Long-Term Incentive Plan. F2 · derivative.exercise_date: The option vests in three equal installments on February 18, 2021, February 18, 2022 and February 18, 2023. Read SEC document |
| July 01, 2019 Filed Feb 18, 2020 21:51 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 403 | $52.66 | $21,221.98 |
DisclosureSEC source: 0001209191-20-010210 · doc5.xml · nonDerivative · entry 1 FOOTE JAMES M · CIK 0001020058 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 740 F1 · kind: These shares were acquired under the CSX Corporation Employee Stock Purchase Plan in transactions that were exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 21:32 UTC | CSX CORP CSX · Entity 442 | GrantOption · Derivative | 228,833 | $68.09 Strike: $68.09 | $15,581,238.97 |
DisclosureSEC source: 0001209191-19-008535 · doc4.xml · derivative · entry 3 FOOTE JAMES M · CIK 0001020058 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,833 Underlying: Common Stock · 228,833 shares Expires 2029-02-06 F3 · derivative.exercise_date: The option vests annually in three equal installments on February 6, 2020, February 6, 2021 and February 6, 2022. Read SEC document |
| May 02, 2018 Filed May 4, 2018 17:08 UTC | CSX CORP CSX · Entity 442 | PurchaseCommon Stock | 5,000 | $59.91 | $299,550.00 |
DisclosureSEC source: 0001209191-18-028000 · doc4.xml · nonDerivative · entry 1 FOOTE JAMES M · CIK 0001020058 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · The James M. Foote Revocable Living Trust Disclosed balance after: 5,402 F1 · ownership.nature: By Trustee, James M Foote Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 19:07 UTC | CSX CORP CSX · Entity 442 | GrantOption · Derivative | 242,229 | $53.82 Strike: $53.82 | $13,036,764.78 |
DisclosureSEC source: 0001209191-18-008340 · doc4.xml · derivative · entry 1 FOOTE JAMES M · CIK 0001020058 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,229 Underlying: Common Stock · 242,229 shares Expires 2028-02-06 Read SEC document |
| October 25, 2017 Filed Oct 27, 2017 19:50 UTC | CSX CORP CSX · Entity 442 | GrantOption · Derivative | 76,040 | $52.92 Strike: $52.92 | $4,024,036.80 |
DisclosureSEC source: 0001209191-17-058132 · doc4.xml · derivative · entry 2 FOOTE JAMES M · CIK 0001020058 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,040 Underlying: Common Stock · 76,040 shares Expires 2027-10-25 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.