Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CSX CORPCSX · Entity 442 | VP & Chief Accounting Officer | 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 | 10,437 |
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 · Sale · Disposed 30,000 · Balance 10,437 F1: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $53.28 to $53.31, 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. F2: Includes 66 shares acquired under the CSX Employee Stock Purchase Plan on June 30, 2026. |
| Common StockSEC Table I · non-derivative | IndirectCSX Corporation 401(k) Plan | 9,532 |
Reported balance
Holding disclosure · report date 2026-07-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 9,532 F3: By Trustee, CSX Corporation Savings Thrift Plan. The number reflects equivalent shares of cash 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: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $53.28 to $53.31, 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.
F2: Includes 66 shares acquired under the CSX Employee Stock Purchase Plan on June 30, 2026.
F3: By Trustee, CSX Corporation Savings Thrift Plan. The number reflects equivalent shares of cash 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 |
|---|---|---|---|---|---|---|
| January 22, 2021 Filed Jan 26, 2021 22:19 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 1,325 | $87.64 | $116,123.00 |
DisclosureSEC source: 0001209191-21-005458 · doc4.xml · nonDerivative · entry 2 Williams Angela C · CIK 0001735776 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,611 F2 · shares: Withholding of stock to satisfy tax obligation. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 22:19 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 3,200 | $87.64 | $280,448.00 |
DisclosureSEC source: 0001209191-21-005458 · doc4.xml · nonDerivative · entry 1 Williams Angela C · CIK 0001735776 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,936 F1 · shares: Shares awarded pursuant to the CSX 2018 - 2020 Long Term Incentive Plan. Read SEC document |
| February 22, 2020 Filed Feb 26, 2020 00:36 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 66 | $79.56 | $5,250.96 |
DisclosureSEC source: 0001209191-20-012786 · doc4.xml · nonDerivative · entry 1 Williams Angela C · CIK 0001735776 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,736 F1 · shares: Withholding of stock to satisfy tax obligation. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 21:49 UTC | CSX CORP CSX · Entity 442 | GrantOption · Derivative | 7,819 | $79.51 Strike: $79.51 | $621,688.69 |
DisclosureSEC source: 0001209191-20-011151 · doc4.xml · derivative · entry 1 Williams Angela C · CIK 0001735776 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,819 Underlying: Common Stock · 7,819 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 |
| January 17, 2020 Filed Jan 22, 2020 21:26 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 319 | $76.40 | $24,371.60 |
DisclosureSEC source: 0001209191-20-004477 · doc4.xml · nonDerivative · entry 2 Williams Angela C · CIK 0001735776 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,802 F2 · shares: Withholding of stock to satisfy tax obligation. Read SEC document |
| January 17, 2020 Filed Jan 22, 2020 21:26 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 1,074 | $76.40 | $82,053.60 |
DisclosureSEC source: 0001209191-20-004477 · doc4.xml · nonDerivative · entry 1 Williams Angela C · CIK 0001735776 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,121 F1 · shares: Shares awarded pursuant to the CSX 2017 - 2019 Long Term Incentive Plan. Read SEC document |
| April 18, 2019 Filed Apr 22, 2019 20:21 UTC | CSX CORP CSX · Entity 442 | Exercise / conversionOption · Derivative | 9,560 | $24.99 Strike: $24.99 | $238,904.40 |
DisclosureSEC source: 0001209191-19-025472 · doc4.xml · derivative · entry 4 Williams Angela C · CIK 0001735776 · VP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,560 shares Expires 2025-12-08 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 |
| April 18, 2019 Filed Apr 22, 2019 20:21 UTC | CSX CORP CSX · Entity 442 | SaleCommon Stock | 9,560 | $79.14 | $756,578.40 |
DisclosureSEC source: 0001209191-19-025472 · doc4.xml · nonDerivative · entry 2 Williams Angela C · CIK 0001735776 · VP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,047 Read SEC document |
| April 18, 2019 Filed Apr 22, 2019 20:21 UTC | CSX CORP CSX · Entity 442 | Exercise / conversionCommon Stock | 9,560 | $24.99 | $238,904.40 |
DisclosureSEC source: 0001209191-19-025472 · doc4.xml · nonDerivative · entry 1 Williams Angela C · CIK 0001735776 · VP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,607 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 |
| February 10, 2019 Filed Feb 12, 2019 21:26 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 91 | $68.75 | $6,256.25 |
DisclosureSEC source: 0001209191-19-009319 · doc4.xml · nonDerivative · entry 1 Williams Angela C · CIK 0001735776 · VP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,047 F1 · shares: Withholding of stock to satisfy tax obligation. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 21:48 UTC | CSX CORP CSX · Entity 442 | GrantOption · Derivative | 3,714 | $68.09 Strike: $68.09 | $252,886.26 |
DisclosureSEC source: 0001209191-19-008584 · doc4.xml · derivative · entry 3 Williams Angela C · CIK 0001735776 · VP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,714 Underlying: Common Stock · 3,714 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 |
| February 06, 2019 Filed Feb 8, 2019 21:48 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 415 | $68.09 | $28,257.35 |
DisclosureSEC source: 0001209191-19-008584 · doc4.xml · nonDerivative · entry 1 Williams Angela C · CIK 0001735776 · VP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,138 F1 · shares: Restricted stock units awarded pursuant to the shareholder approved 2010 CSX Stock and Incentive Award Plan. The units vest on February 6, 2022. Read SEC document |
| January 17, 2019 Filed Jan 22, 2019 21:36 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 461 | $65.09 | $30,006.49 |
DisclosureSEC source: 0001209191-19-004758 · doc4.xml · nonDerivative · entry 2 Williams Angela C · CIK 0001735776 · VP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,723 F2 · shares: Withholding of stock to satisfy tax obligation. Read SEC document |
| January 17, 2019 Filed Jan 22, 2019 21:36 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 1,552 | $65.09 | $101,019.68 |
DisclosureSEC source: 0001209191-19-004758 · doc4.xml · nonDerivative · entry 1 Williams Angela C · CIK 0001735776 · VP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,184 F1 · shares: Shares awarded pursuant to the CSX 2016 - 2018 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.