Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CSX CORPCSX · Entity 442 | SVP - CLO & Corp Secy | July 24, 2026 | July 27, 2026 |
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 July 24, 2026 · Filed July 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 72,643 |
Reported balance
After 2026-07-24 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-24 · Exercise / conversion · Acquired 13,000 · Balance 72,643 F1: Includes 662 shares acquired under the CSX Employee Stock Purchase Plan on June 30, 2026. |
| Common StockSEC Table I · non-derivative | Direct | 59,643 |
Reported balance
After 2026-07-24 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-07-24 · Sale · Disposed 13,000 · Balance 59,643 F2: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $52.67 to $52.71, inclusive. The Reporting Person undertakes to provide to CSX Corporation, any security holder of CSX Corporation, or the staff of the Securities and Exchange Commission, upon request, additional information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $26.50 · Expires 2030-02-18 | Direct | 10,457 |
Reported balance
After 2026-07-24 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-07-24 · Exercise / conversion · Disposed 13,000 · Balance 10,457 |
| Common StockSEC Table I · non-derivative | IndirectCSX Corporation 401(k) Plan | 1,818 |
Reported balance
Holding disclosure · report date 2026-07-24 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,818 F3: By Trustee, CSX Corporation Savings Thrift Plan. The number reflects equivalent shares of case value held in the CSX Stock Fund, which amounts will fluctuate dependent upon the daily net asset value of the fund. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 662 shares acquired under the CSX Employee Stock Purchase Plan on June 30, 2026.
F2: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $52.67 to $52.71, inclusive. The Reporting Person undertakes to provide to CSX Corporation, any security holder of CSX Corporation, or the staff of the Securities and Exchange Commission, upon request, additional information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F3: By Trustee, CSX Corporation Savings Thrift Plan. The number reflects equivalent shares of case value held in the CSX Stock Fund, which amounts will fluctuate dependent upon the daily net asset value of the fund.
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 |
|---|---|---|---|---|---|---|
| July 24, 2026 Filed Jul 27, 2026 20:15 UTC | CSX CORP CSX · Entity 442 | Exercise / conversionOption · Derivative | 13,000 | $0.00 Strike: $26.50 | $0.00 |
DisclosureSEC source: 0001193125-26-318099 · ownership.xml · derivative · entry 4 Burns Michael S. · CIK 0002051357 · SVP - CLO & Corp Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,457 Underlying: Common Stock · 13,000 shares Expires 2030-02-18 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 |
| July 24, 2026 Filed Jul 27, 2026 20:15 UTC | CSX CORP CSX · Entity 442 | SaleCommon Stock | 13,000 | $52.68 | $684,840.00 |
DisclosureSEC source: 0001193125-26-318099 · ownership.xml · nonDerivative · entry 2 Burns Michael S. · CIK 0002051357 · SVP - CLO & Corp Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,643 F2 · price: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $52.67 to $52.71, inclusive. The Reporting Person undertakes to provide to CSX Corporation, any security holder of CSX Corporation, or the staff of the Securities and Exchange Commission, upon request, additional information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 24, 2026 Filed Jul 27, 2026 20:15 UTC | CSX CORP CSX · Entity 442 | Exercise / conversionCommon Stock | 13,000 | $26.50 | $344,500.00 |
DisclosureSEC source: 0001193125-26-318099 · ownership.xml · nonDerivative · entry 1 Burns Michael S. · CIK 0002051357 · SVP - CLO & Corp Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,643 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. F1 · balance_after: Includes 662 shares acquired under the CSX Employee Stock Purchase Plan on June 30, 2026. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 23:21 UTC | CSX CORP CSX · Entity 442 | GrantOption · Derivative | 40,914 | $0.00 Strike: $42.65 | $0.00 |
DisclosureSEC source: 0001193125-26-085988 · ownership.xml · derivative · entry 3 Burns Michael S. · CIK 0002051357 · SVP - CLO & Corp Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,914 Underlying: Common Stock · 40,914 shares Expires 2036-02-26 F3 · shares: Options awarded pursuant to the CSX Corporation 2026 - 2028 Long-Term Incentive Plan. F4 · derivative.exercise_date: The options vest in three equal installments on February 26, 2027, February 26, 2028 and February 26, 2029. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 23:21 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 8,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-085988 · ownership.xml · nonDerivative · entry 1 Burns Michael S. · CIK 0002051357 · SVP - CLO & Corp Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,981 F1 · shares: Restricted stock units awarded pursuant to the CSX Corporation 2026-2028 Long-Term Incentive Plan. The units vest in three equal installments on February 26, 2027, February 26, 2028 and February 26, 2029. Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 21:28 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 895 | $40.87 | $36,578.65 |
DisclosureSEC source: 0001193125-26-057145 · ownership.xml · nonDerivative · entry 3 Burns Michael S. · CIK 0002051357 · SVP - CLO & Corp Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,774 F1 · shares: Withholding of stock to satisfy tax obligation. F4 · balance_after: Includes 50 shares acquired through the reinvestment of dividends since February 14, 2025, the grant date of the RSUs. Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 21:28 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 209 | $40.87 | $8,541.83 |
DisclosureSEC source: 0001193125-26-057145 · ownership.xml · nonDerivative · entry 2 Burns Michael S. · CIK 0002051357 · SVP - CLO & Corp Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,619 F1 · shares: Withholding of stock to satisfy tax obligation. F3 · balance_after: Includes 20 shares acquired through the reinvestment of dividends since February 16, 2024, the grant date of the RSUs. Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 21:28 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 135 | $40.87 | $5,517.45 |
DisclosureSEC source: 0001193125-26-057145 · ownership.xml · nonDerivative · entry 1 Burns Michael S. · CIK 0002051357 · SVP - CLO & Corp Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,808 F1 · shares: Withholding of stock to satisfy tax obligation. F2 · balance_after: Includes 23 shares acquired through the reinvestment of dividends since February 15, 2023, the grant date of the restricted stock units ("RSUs"). Read SEC document |
| January 23, 2026 Filed Jan 27, 2026 21:38 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 88 | $36.64 | $3,224.32 |
DisclosureSEC source: 0001193125-26-024598 · ownership.xml · nonDerivative · entry 2 Burns Michael S. · CIK 0002051357 · SVP - CLO & Corp Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,920 F3 · shares: Withholding of stock to satisfy tax obligation. Read SEC document |
| January 23, 2026 Filed Jan 27, 2026 21:38 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 298 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-024598 · ownership.xml · nonDerivative · entry 1 Burns Michael S. · CIK 0002051357 · SVP - CLO & Corp Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,008 F1 · shares: Shares awarded pursuant to the 2023-2025 Long-Term Incentive Plan. F2 · balance_after: Includes 70 shares acquired under the CSX Employee Stock Purchase Plan on December 30, 2025. Read SEC document |
| October 20, 2025 Filed Oct 22, 2025 20:30 UTC | CSX CORP CSX · Entity 442 | Exercise / conversionOption · Derivative | 11,142 | $0.00 Strike: $22.70 | $0.00 |
DisclosureSEC source: 0001193125-25-246856 · ownership.xml · derivative · entry 6 Burns Michael S. · CIK 0002051357 · SVP - CLO & Corp Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,142 shares Expires 2029-02-06 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 20, 2025 Filed Oct 22, 2025 20:30 UTC | CSX CORP CSX · Entity 442 | Exercise / conversionOption · Derivative | 13,107 | $0.00 Strike: $17.94 | $0.00 |
DisclosureSEC source: 0001193125-25-246856 · ownership.xml · derivative · entry 5 Burns Michael S. · CIK 0002051357 · SVP - CLO & Corp Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,107 shares Expires 2028-02-06 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 20, 2025 Filed Oct 22, 2025 20:30 UTC | CSX CORP CSX · Entity 442 | SaleCommon Stock | 24,249 | $36.76 | $891,393.24 |
DisclosureSEC source: 0001193125-25-246856 · ownership.xml · nonDerivative · entry 3 Burns Michael S. · CIK 0002051357 · SVP - CLO & Corp Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,640 F3 · price: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $36.76 to $36.77, inclusive. The Reporting Person undertakes to provide to CSX Corporation, any security holder of CSX Corporation, or the staff of the Securities and Exchange Commission, upon request, additional information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| October 20, 2025 Filed Oct 22, 2025 20:30 UTC | CSX CORP CSX · Entity 442 | Exercise / conversionCommon Stock | 11,142 | $22.70 | $252,923.40 |
DisclosureSEC source: 0001193125-25-246856 · ownership.xml · nonDerivative · entry 2 Burns Michael S. · CIK 0002051357 · SVP - CLO & Corp Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,889 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 20, 2025 Filed Oct 22, 2025 20:30 UTC | CSX CORP CSX · Entity 442 | Exercise / conversionCommon Stock | 13,107 | $17.94 | $235,139.58 |
DisclosureSEC source: 0001193125-25-246856 · ownership.xml · nonDerivative · entry 1 Burns Michael S. · CIK 0002051357 · SVP - CLO & Corp Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,747 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. F1 · balance_after: Includes 704 shares acquired under the CSX Employee Stock Purchase Plan in June 30, 2025. F2 · balance_after: The total number of shares beneficially owned is being updated to reflect that certain shares were mistakenly incorrectly reported on the Reporting Person's Form 3 filed on January 10, 2025. Read SEC document |
| February 14, 2025 Filed Feb 20, 2025 01:34 UTC | CSX CORP CSX · Entity 442 | GrantOption · Derivative | 31,500 | $0.00 Strike: $33.37 | $0.00 |
DisclosureSEC source: 0000950170-25-023608 · ownership.xml · derivative · entry 6 Burns Michael S. · CIK 0002051357 · SVP - CLO & Corp Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,500 Underlying: Common Stock · 31,500 shares Expires 2035-02-14 F7 · shares: Options awarded pursuant to the CSX Corporation 2025-2027 Long-Term Incentive Plan. F8 · derivative.exercise_date: The option vests in three equal installments on February 14, 2026, February 14, 2027 and February 14, 2028. Read SEC document |
| February 14, 2025 Filed Feb 20, 2025 01:34 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 9,590 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-023608 · ownership.xml · nonDerivative · entry 4 Burns Michael S. · CIK 0002051357 · SVP - CLO & Corp Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,445 F5 · shares: Restricted stock units awarded pursuant to the CSX Corporation 2025-2027 Long-Term Incentive Plan. The units vest in three equal installments on February 14, 2026, February 14, 2027 and February 14, 2028. Read SEC document |
| February 14, 2025 Filed Feb 20, 2025 01:34 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 251 | $33.37 | $8,375.87 |
DisclosureSEC source: 0000950170-25-023608 · ownership.xml · nonDerivative · entry 3 Burns Michael S. · CIK 0002051357 · SVP - CLO & Corp Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,855 F1 · shares: Withholding of stock to satisfy tax obligation. F4 · balance_after: Includes 6 shares acquired through the reinvestment of dividends since February 16, 2024, the grant date of the RSUs. Read SEC document |
| February 14, 2025 Filed Feb 20, 2025 01:34 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 161 | $33.37 | $5,372.57 |
DisclosureSEC source: 0000950170-25-023608 · ownership.xml · nonDerivative · entry 2 Burns Michael S. · CIK 0002051357 · SVP - CLO & Corp Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,100 F1 · shares: Withholding of stock to satisfy tax obligation. F3 · balance_after: Includes 14 shares acquired through the reinvestment of dividends since February 15, 2023, the grant date of the RSUs. Read SEC document |
| February 14, 2025 Filed Feb 20, 2025 01:34 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 666 | $33.37 | $22,224.42 |
DisclosureSEC source: 0000950170-25-023608 · ownership.xml · nonDerivative · entry 1 Burns Michael S. · CIK 0002051357 · SVP - CLO & Corp Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,247 F1 · shares: Withholding of stock to satisfy tax obligation. F2 · balance_after: Includes 88 shares acquired through the reinvestment of dividends since February 16, 2022, the grant date of the restricted stock units ("RSUs"). Read SEC document |
| January 26, 2025 Filed Jan 29, 2025 02:07 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 751 | $32.69 | $24,550.19 |
DisclosureSEC source: 0000950170-25-010157 · ownership.xml · nonDerivative · entry 2 Burns Michael S. · CIK 0002051357 · SVP - CLO & Corp Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,825 F2 · shares: Withholding of stock to satisfy tax obligation. Read SEC document |
| January 26, 2025 Filed Jan 29, 2025 02:07 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 3,413 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-010157 · ownership.xml · nonDerivative · entry 1 Burns Michael S. · CIK 0002051357 · SVP - CLO & Corp Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,576 F1 · shares: Shares awarded pursuant to the 2022-2024 Long-Term Incentive 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.