Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| US BANCORP DEUSB · Entity 2923 | Senior EVP and General Counsel | July 23, 2026 | July 24, 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.
US BANCORP DE
Report date July 23, 2026 · Filed July 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 252,684 |
Ending reported balance
After 2026-07-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-23 · Exercise / conversion · Acquired 24,711 · Balance 275,652 Row 2 · 2026-07-23 · Sale · Disposed 22,968 · Balance 252,684 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $55.01 · Expires 2027-02-16 | Direct | 0 |
Reported balance
After 2026-07-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-23 · Exercise / conversion · Disposed 24,711 · Balance 0 F1: The options vested in four equal installments beginning on February 16, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: The options vested in four equal installments beginning on February 16, 2018.
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 |
|---|---|---|---|---|---|---|
| November 22, 2019 Filed Nov 25, 2019 21:07 UTC | US BANCORP DE USB · Entity 2923 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 12,356 | $0.00 Strike: $33.99 | $0.00 |
DisclosureSEC source: 0001225208-19-014863 · doc4.xml · derivative · entry 5 CHOSY JAMES L · CIK 0001271850 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.01 par value · 12,356 shares Expires 2023-02-14 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. F2 · derivative.exercise_date: The options vested in four equal annual installments beginning February 14, 2014. Read SEC document |
| November 22, 2019 Filed Nov 25, 2019 21:07 UTC | US BANCORP DE USB · Entity 2923 | SaleCommon Stock, $0.01 par value | 12,356 | $59.93 | $740,495.08 |
DisclosureSEC source: 0001225208-19-014863 · doc4.xml · nonDerivative · entry 2 CHOSY JAMES L · CIK 0001271850 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,930 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $59.93 to $59.94. The reporting person will provide to the issuer, any security holder of the issuer or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| November 22, 2019 Filed Nov 25, 2019 21:07 UTC | US BANCORP DE USB · Entity 2923 | Exercise / conversionCommon Stock, $0.01 par value | 12,356 | $33.99 | $419,980.44 |
DisclosureSEC source: 0001225208-19-014863 · doc4.xml · nonDerivative · entry 1 CHOSY JAMES L · CIK 0001271850 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,286 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 19, 2019 Filed Feb 21, 2019 21:06 UTC | US BANCORP DE USB · Entity 2923 | Tax withholdingCommon Stock, $0.01 par value | 6,986 | $51.31 | $358,451.66 |
DisclosureSEC source: 0001225208-19-003244 · doc4.xml · nonDerivative · entry 1 CHOSY JAMES L · CIK 0001271850 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,930 Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 21:12 UTC | US BANCORP DE USB · Entity 2923 | Tax withholdingCommon Stock, $0.01 par value | 1,107 | $50.91 | $56,357.37 |
DisclosureSEC source: 0001225208-19-002914 · doc4.xml · nonDerivative · entry 2 CHOSY JAMES L · CIK 0001271850 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,916 Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 21:12 UTC | US BANCORP DE USB · Entity 2923 | GrantCommon Stock, $0.01 par value | 12,683 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-002914 · doc4.xml · nonDerivative · entry 1 CHOSY JAMES L · CIK 0001271850 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,023 F1 · shares: The restricted stock units vest 33% on each of February 14, 2020 and 2021, and 34% on February 14, 2022. These restricted stock units make up 40% of the value of the reporting person's long-term incentive compensation award granted in 2019. The remaining 60% of the award value was granted in the form of performance-based restricted stock units. The number of units that will be earned and eligible to be settled in shares of common stock will be determined in early 2022 based on the company's performance against certain performance targets from 2019 through 2021 and will be reported at the time of such determination. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 21:16 UTC | US BANCORP DE USB · Entity 2923 | Tax withholdingCommon Stock, $0.01 par value | 6,751 | $55.61 | $375,423.11 |
DisclosureSEC source: 0001225208-18-003755 · doc4.xml · nonDerivative · entry 1 CHOSY JAMES L · CIK 0001271850 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,340 Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 21:15 UTC | US BANCORP DE USB · Entity 2923 | Tax withholdingCommon Stock, $0.01 par value | 1,739 | $55.10 | $95,818.90 |
DisclosureSEC source: 0001225208-18-003550 · doc4.xml · nonDerivative · entry 1 CHOSY JAMES L · CIK 0001271850 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,091 Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 21:25 UTC | US BANCORP DE USB · Entity 2923 | GrantCommon Stock, $0.01 par value | 10,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003149 · doc4.xml · nonDerivative · entry 1 CHOSY JAMES L · CIK 0001271850 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,830 F1 · shares: The restricted stock units vest 33% on each of February 14, 2019 and 2020, and 34% on February 14, 2021. These restricted stock units make up 40% of the value of the reporting person's long-term incentive compensation award granted in 2018. The remaining 60% of the award value was granted in the form of performance-based restricted stock units. The number of units that will be earned and eligible to be settled in shares of common stock will be determined in early 2021 based on the company's performance against certain performance targets from 2018 through 2020 and will be reported at the time of such determination. Read SEC document |
| January 25, 2018 Filed Jan 26, 2018 21:17 UTC | US BANCORP DE USB · Entity 2923 | GrantCommon Stock, $0.01 par value | 22,418 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001614 · doc4.xml · nonDerivative · entry 1 CHOSY JAMES L · CIK 0001271850 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,344 F1 · shares: The performance-based restricted stock units vest in four equal annual installments beginning on February 16, 2018. These units made up 75% of the value of the reporting person's 2017 long-term incentive compensation award granted on February 16, 2017. The number of units earned and eligible to be settled in shares of common stock was determined on January 25, 2018, based on the Company's 2017 performance against certain preset performance targets. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:20 UTC | US BANCORP DE USB · Entity 2923 | Tax withholdingCommon Stock, $0.01 par value | 6,997 | $54.88 | $383,995.36 |
DisclosureSEC source: 0001225208-17-004326 · doc4.xml · nonDerivative · entry 1 CHOSY JAMES L · CIK 0001271850 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,926 Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 21:12 UTC | US BANCORP DE USB · Entity 2923 | GrantEmployee Stock Option (Right to Buy) · Derivative | 24,711 | $0.00 Strike: $55.01 | $0.00 |
DisclosureSEC source: 0001225208-17-003927 · doc4.xml · derivative · entry 1 CHOSY JAMES L · CIK 0001271850 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,711 Underlying: Common Stock, $0.01 par value · 24,711 shares Expires 2027-02-16 F1 · derivative.exercise_date: The option vests in four equal annual installments beginning on February 16, 2018. This option makes up 25% of the value of the reporting person's 2017 long-term incentive compensation award. The remaining 75% of the award value was granted in the form of performance-based restricted stock units. The number of units that will be earned and eligible to be settled in shares of common stock, subject to the award's time-based vesting conditions, will be determined in early 2018 based on the company's 2017 performance against certain performance targets and will be reported at the time of such determination. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 21:10 UTC | US BANCORP DE USB · Entity 2923 | Tax withholdingCommon Stock, $0.01 par value | 1,255 | $54.13 | $67,933.15 |
DisclosureSEC source: 0001225208-17-003557 · doc4.xml · nonDerivative · entry 1 CHOSY JAMES L · CIK 0001271850 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,923 Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 21:18 UTC | US BANCORP DE USB · Entity 2923 | GrantCommon Stock, $0.01 par value | 24,381 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001873 · doc4.xml · nonDerivative · entry 1 CHOSY JAMES L · CIK 0001271850 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,178 F1 · shares: The performance-based restricted stock units vest in four equal annual installments beginning on February 18, 2017. These units made up 75% of the value of the reporting person's 2016 long-term incentive compensation award granted on February 18, 2016. The number of units earned and eligible to be settled in shares of common stock was determined on January 26, 2017, based on the company's 2016 performance against certain preset performance targets. 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.