Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CSX CORPCSX · Entity 442 | Director | February 26, 2026 | March 02, 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 February 26, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectCSX Corporation Directors Deferred Compensation | 336,160 |
Reported balance
After 2026-02-26 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-02-26 · Grant · Acquired 4,455 · Balance 336,160 F1: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2019 CSX Stock and Incentive Award Plan. F2: Includes 5,214 shares acquired through the reinvestment of dividends since February 14, 2025, the date of the last reportable transaction. F3: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the applicable deferral election under the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2019 CSX Stock and Incentive Award Plan.
F2: Includes 5,214 shares acquired through the reinvestment of dividends since February 14, 2025, the date of the last reportable transaction.
F3: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the applicable deferral election under the Plan.
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 |
|---|---|---|---|---|---|---|
| February 26, 2026 Filed Mar 2, 2026 22:14 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 4,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-085744 · ownership.xml · nonDerivative · entry 1 Halverson Steven T · CIK 0001374245 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · CSX Corporation Directors Deferred Compensation Disclosed balance after: 336,160 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2019 CSX Stock and Incentive Award Plan. F2 · balance_after: Includes 5,214 shares acquired through the reinvestment of dividends since February 14, 2025, the date of the last reportable transaction. F3 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the applicable deferral election under the Plan. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 23:03 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 5,694 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-023441 · ownership.xml · nonDerivative · entry 1 Halverson Steven T · CIK 0001374245 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · CSX Corporation Directors Deferred Compensation Disclosed balance after: 326,491 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2019 CSX Stock and Incentive Award Plan. F2 · balance_after: Includes 4,506 shares acquired through the reinvestment of dividends since February 16, 2024, the date of the last reportable transaction. F3 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the applicable deferral election under the Plan. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 01:44 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 4,902 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-017467 · ownership.xml · nonDerivative · entry 1 Halverson Steven T · CIK 0001374245 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · CSX Corporation Directors Deferred Compensation Disclosed balance after: 316,291 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2019 CSX Stock and Incentive Award Plan. F2 · balance_after: Includes 4,284 shares acquired through the reinvestment of dividends since February 14, 2023, the date of the last reportable transaction. F3 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the applicable deferral election under the Plan. Read SEC document |
| February 14, 2023 Filed Feb 17, 2023 00:43 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 5,688 | $31.65 | $180,025.20 |
DisclosureSEC source: 0001209191-23-010284 · doc4.xml · nonDerivative · entry 1 Halverson Steven T · CIK 0001374245 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 307,105 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2019 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the applicable deferral election under the Plan. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 21:27 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 4,803 | $35.17 | $168,921.51 |
DisclosureSEC source: 0001209191-22-011269 · doc4.xml · nonDerivative · entry 1 Halverson Steven T · CIK 0001374245 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 297,598 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2019 CSX Stock and Incentive Award Plan. F2 · balance_after: On June 28, 2021, the common stock of CSX Corporation split 3-for-1, resulting in the reporting person's ownership of 192,971 additional shares. F3 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the applicable deferral election under the Plan. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 21:58 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 1,910 | $88.18 | $168,423.80 |
DisclosureSEC source: 0001209191-21-010186 · doc4.xml · nonDerivative · entry 1 Halverson Steven T · CIK 0001374245 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 96,486 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2019 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the applicable deferral election under the Plan. Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 21:30 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 2,226 | $79.49 | $176,944.74 |
DisclosureSEC source: 0001209191-20-009201 · doc4.xml · nonDerivative · entry 1 Halverson Steven T · CIK 0001374245 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 93,225 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2019 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the applicable deferral election under the Plan. Read SEC document |
| October 24, 2019 Filed Oct 25, 2019 20:20 UTC | CSX CORP CSX · Entity 442 | SaleCommon Stock | 39,812 | $71.65 | $2,852,529.80 |
DisclosureSEC source: 0001209191-19-054104 · doc4.xml · nonDerivative · entry 1 Halverson Steven T · CIK 0001374245 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 21:15 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 2,426 | $68.09 | $165,186.34 |
DisclosureSEC source: 0001209191-19-008486 · doc4.xml · nonDerivative · entry 1 Halverson Steven T · CIK 0001374245 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,426 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 18:20 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 2,741 | $52.97 | $145,190.77 |
DisclosureSEC source: 0001209191-18-008744 · doc4.xml · nonDerivative · entry 1 Halverson Steven T · CIK 0001374245 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 125,264 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 20:33 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 4,031 | $47.96 | $193,326.76 |
DisclosureSEC source: 0001209191-17-009466 · doc4.xml · nonDerivative · entry 1 Halverson Steven T · CIK 0001374245 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 120,693 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the 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.