Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CSX CORPCSX · Entity 442 | EVP & CFO | June 03, 2026 | June 05, 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 June 03, 2026 · Filed June 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 208,622 |
Ending reported balance
After 2026-06-03 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-06-03 · Exercise / conversion · Acquired 13,455 · Balance 222,077 Row 2 · 2026-06-03 · Exercise / conversion · Acquired 123,253 · Balance 345,330 Row 3 · 2026-06-03 · Sale · Disposed 136,708 · Balance 208,622 F1: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $46.66 to $46.74, 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 $22.70 · Expires 2029-02-06 | Direct | 0 |
Reported balance
After 2026-06-03 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-06-03 · Exercise / conversion · Disposed 13,455 · Balance 0 F3: The original exercise price of the option was $68.09. On June 28, 2021, the common stock of CSX Corporation split 3-for-1 resulting in an adjusted price of $22.70. F4: On June 28, 2021, the common stock of CSX Corporation split 3-for-1 resulting in an adjustment to the number of shares subject to the option from 4,485 shares to 13,455 shares. |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $23.48 · Expires 2029-12-04 | Direct | 123,254 |
Reported balance
After 2026-06-03 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-06-03 · Exercise / conversion · Disposed 123,253 · Balance 123,254 F5: The original exercise price of the option was $70.45. On June 28, 2021, the common stock of CSX Corporation split 3-for-1 resulting in an adjusted price of $23.48. F6: On June 28, 2021, the common stock of CSX Corporation split 3-for-1 resulting in an adjustment to the number of shares subject to the option from 82,169 shares to 246,507 shares. |
| Common StockSEC Table I · non-derivative | IndirectCSX Corporation 401(k) Plan | 1,763 |
Reported balance
Holding disclosure · report date 2026-06-03 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,763 F2: 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. |
| Common StockSEC Table I · non-derivative | IndirectSpouse's IRA | 1,500 |
Reported balance
Holding disclosure · report date 2026-06-03 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,500 |
Filing footnotes · ownership attribution and instrument terms
F1: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $46.66 to $46.74, 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: 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.
F3: The original exercise price of the option was $68.09. On June 28, 2021, the common stock of CSX Corporation split 3-for-1 resulting in an adjusted price of $22.70.
F4: On June 28, 2021, the common stock of CSX Corporation split 3-for-1 resulting in an adjustment to the number of shares subject to the option from 4,485 shares to 13,455 shares.
F5: The original exercise price of the option was $70.45. On June 28, 2021, the common stock of CSX Corporation split 3-for-1 resulting in an adjusted price of $23.48.
F6: On June 28, 2021, the common stock of CSX Corporation split 3-for-1 resulting in an adjustment to the number of shares subject to the option from 82,169 shares to 246,507 shares.
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 02, 2020 Filed Feb 20, 2020 21:29 UTC | CSX CORP CSX · Entity 442 | PurchaseCommon Stock | 78 | $61.51 | $4,797.78 |
DisclosureSEC source: 0001209191-20-011072 · doc4.xml · nonDerivative · entry 1 Boone Kevin S. · CIK 0001778769 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,602 F1 · shares: Shares acquired under CSX Corporation Employee Stock Purchase Plan on January 2, 2020. Read SEC document |
| December 04, 2019 Filed Dec 6, 2019 21:40 UTC | CSX CORP CSX · Entity 442 | GrantOption · Derivative | 82,169 | $0.00 Strike: $70.45 | $0.00 |
DisclosureSEC source: 0001209191-19-059487 · doc4.xml · derivative · entry 1 Boone Kevin S. · CIK 0001778769 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,169 Underlying: Common Stock · 82,169 shares Expires 2029-12-04 Read SEC document |
| July 01, 2019 Filed Feb 18, 2020 21:39 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 303 | $52.66 | $15,955.98 |
DisclosureSEC source: 0001209191-20-010181 · doc5.xml · nonDerivative · entry 1 Boone Kevin S. · CIK 0001778769 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,524 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.