Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CSX CORPCSX · Entity 442 | Director | February 10, 2021 | February 12, 2021 |
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 10, 2021 · Filed February 12, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,303 |
Reported balance
After 2021-02-10 transaction · row 1
1 source rowRow 1 · 2021-02-10 · Grant · Acquired 1,910 · Balance 9,303 F1: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2019 CSX Stock and Incentive Award Plan. |
| Common StockSEC Table I · non-derivative | IndirectCSX Corporation Directors Deferred Compensation Plan | 113,031 |
Reported balance
Holding disclosure · report date 2021-02-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 113,031 F2: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the applicable deferral election under the Plan. |
| Common StockSEC Table I · non-derivative | IndirectThe John and Ann McPherson Foundation Incorporated | 753 |
Reported balance
Holding disclosure · report date 2021-02-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 753 F3: By: Trustees, John D. McPherson, Ann McPherson, Melissa Gott and John D. McPherson, III. |
Filing footnotes · ownership attribution and instrument terms
F1: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2019 CSX Stock and Incentive Award Plan.
F2: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the applicable deferral election under the Plan.
F3: By: Trustees, John D. McPherson, Ann McPherson, Melissa Gott and John D. McPherson, III.
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 10, 2021 Filed Feb 12, 2021 22:03 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 1,910 | $88.18 | $168,423.80 |
DisclosureSEC source: 0001209191-21-010210 · doc4.xml · nonDerivative · entry 1 MCPHERSON JOHN D · CIK 0001209759 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,303 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2019 CSX Stock and Incentive Award Plan. Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 21:44 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 2,226 | $79.49 | $176,944.74 |
DisclosureSEC source: 0001209191-20-009261 · doc4.xml · nonDerivative · entry 1 MCPHERSON JOHN D · CIK 0001209759 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,393 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2019 CSX Stock and Incentive Award Plan. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 21:17 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 2,426 | $68.09 | $165,186.34 |
DisclosureSEC source: 0001209191-19-008489 · doc4.xml · nonDerivative · entry 1 MCPHERSON JOHN D · CIK 0001209759 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,167 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 18:25 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 2,741 | $52.97 | $145,190.77 |
DisclosureSEC source: 0001209191-18-008748 · doc4.xml · nonDerivative · entry 1 MCPHERSON JOHN D · CIK 0001209759 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,741 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. Read SEC document |
| December 15, 2017 Filed Dec 18, 2017 21:21 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 472 | $52.93 | $24,982.96 |
DisclosureSEC source: 0001209191-17-066125 · doc4.xml · nonDerivative · entry 1 MCPHERSON JOHN D · CIK 0001209759 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 108,105 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan. Read SEC document |
| September 15, 2017 Filed Sep 19, 2017 14:35 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 476 | $52.48 | $24,980.48 |
DisclosureSEC source: 0001209191-17-053254 · doc4.xml · nonDerivative · entry 1 MCPHERSON JOHN D · CIK 0001209759 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 107,225 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 20:31 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 469 | $53.29 | $24,993.01 |
DisclosureSEC source: 0001209191-17-040830 · doc4.xml · nonDerivative · entry 1 MCPHERSON JOHN D · CIK 0001209759 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 106,343 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 18:42 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 521 | $47.95 | $24,981.95 |
DisclosureSEC source: 0001209191-17-021306 · doc4.xml · nonDerivative · entry 1 MCPHERSON JOHN D · CIK 0001209759 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 105,479 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 20:56 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 4,031 | $47.96 | $193,326.76 |
DisclosureSEC source: 0001209191-17-009504 · doc4.xml · nonDerivative · entry 1 MCPHERSON JOHN D · CIK 0001209759 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 104,958 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan. Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 18:41 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 613 | $36.67 | $22,478.71 |
DisclosureSEC source: 0001209191-16-155813 · doc4.xml · nonDerivative · entry 1 MCPHERSON JOHN D · CIK 0001209759 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 100,427 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan. Read SEC document |
| September 15, 2016 Filed Sep 16, 2016 20:27 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 769 | $29.23 | $22,477.87 |
DisclosureSEC source: 0001209191-16-141788 · doc4.xml · nonDerivative · entry 1 MCPHERSON JOHN D · CIK 0001209759 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 99,210 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the 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.