Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| US BANCORP DEUSB · Entity 2923 | Sr. Exec. VP | March 05, 2026 | March 09, 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 March 05, 2026 · Filed March 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 25,354 |
Reported balance
After 2026-03-05 transaction · row 1
1 source rowRow 1 · 2026-03-05 · Grant · Acquired 13,356 · Balance 25,354 F1: The restricted stock units vest 33% on each of March 5, 2027 and 2028, and 34% on March 5, 2029. These restricted stock units make up 40% of the value of the reporting person's long-term incentive compensation award granted in 2026. 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 2029 based on the company's performance against certain performance targets from 2026 through 2028 and will be reported at the time of such determination. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units vest 33% on each of March 5, 2027 and 2028, and 34% on March 5, 2029. These restricted stock units make up 40% of the value of the reporting person's long-term incentive compensation award granted in 2026. 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 2029 based on the company's performance against certain performance targets from 2026 through 2028 and will be reported at the time of such determination.
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 |
|---|---|---|---|---|---|---|
| March 05, 2026 Filed Mar 9, 2026 20:23 UTC | US BANCORP DE USB · Entity 2923 | GrantCommon Stock, $0.01 par value | 13,356 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-003412 · doc4.xml · nonDerivative · entry 1 Kelso Courtney · CIK 0002054133 · Sr. Exec. VP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,354 F1 · shares: The restricted stock units vest 33% on each of March 5, 2027 and 2028, and 34% on March 5, 2029. These restricted stock units make up 40% of the value of the reporting person's long-term incentive compensation award granted in 2026. 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 2029 based on the company's performance against certain performance targets from 2026 through 2028 and will be reported at the time of such determination. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 21:32 UTC | US BANCORP DE USB · Entity 2923 | Tax withholdingCommon Stock, $0.01 par value | 1,845 | $57.26 | $105,644.70 |
DisclosureSEC source: 0001225208-26-002989 · doc4.xml · nonDerivative · entry 1 Kelso Courtney · CIK 0002054133 · Sr. Exec. VP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,998 Read SEC document |
| February 27, 2025 Filed Mar 3, 2025 21:45 UTC | US BANCORP DE USB · Entity 2923 | GrantCommon Stock, $0.01 par value | 13,829 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-002665 · doc4.xml · nonDerivative · entry 1 Kelso Courtney · CIK 0002054133 · Sr. Exec. VP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,843 F1 · shares: The restricted stock units vest 33% on each of February 27, 2026 and 2027, and 34% on February 27, 2028. These restricted stock units make up 40% of the value of the reporting person's long-term incentive compensation award granted in 2025. 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 2028 based on the company's performance against certain performance targets from 2025 through 2027 and will be reported at the time of such determination. 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.