Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CSX CORPCSX · Entity 442 | EVP & COO | September 25, 2026 | September 28, 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 September 25, 2026 · Filed September 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 85,150 |
Reported balance
After 2026-09-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-25 · Tax withholding · Disposed 12,611 · Balance 85,150 F1: Withholding of stock to satisfy tax obligation. F2: Includes 1,394 shares acquired through the reinvestment of dividends since September 25, 2023, the grant date of the restricted stock units, and 376 shares acquired under the CSX Employee Stock Purchase Plan on June 30, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Withholding of stock to satisfy tax obligation.
F2: Includes 1,394 shares acquired through the reinvestment of dividends since September 25, 2023, the grant date of the restricted stock units, and 376 shares acquired under the CSX Employee Stock Purchase Plan on June 30, 2026.
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 |
|---|---|---|---|---|---|---|
| September 25, 2026 Filed Sep 28, 2026 20:15 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 12,611 | $46.78 | $589,942.58 |
DisclosureSEC source: 0001193125-26-405344 · ownership.xml · nonDerivative · entry 1 Cory Michael A. · CIK 0001994724 · EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,150 F1 · shares: Withholding of stock to satisfy tax obligation. F2 · balance_after: Includes 1,394 shares acquired through the reinvestment of dividends since September 25, 2023, the grant date of the restricted stock units, and 376 shares acquired under the CSX Employee Stock Purchase Plan on June 30, 2026. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 23:26 UTC | CSX CORP CSX · Entity 442 | GrantOption · Derivative | 75,982 | $0.00 Strike: $42.65 | $0.00 |
DisclosureSEC source: 0001193125-26-086004 · ownership.xml · derivative · entry 2 Cory Michael A. · CIK 0001994724 · EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,982 Underlying: Common Stock · 75,982 shares Expires 2036-02-26 F2 · shares: Options awarded pursuant to the CSX Corporation 2026 - 2028 Long-Term Incentive Plan. F3 · derivative.exercise_date: The options vest in three equal installments on February 26, 2027, February 26, 2028 and February 26, 2029. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 23:26 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 15,241 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-086004 · ownership.xml · nonDerivative · entry 1 Cory Michael A. · CIK 0001994724 · EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,991 F1 · shares: Restricted stock units awarded pursuant to the CSX Corporation 2026-2028 Long-Term Incentive Plan. The units vest in three equal installments on February 26, 2027, February 26, 2028 and February 26, 2029. Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 21:31 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 1,406 | $40.87 | $57,463.22 |
DisclosureSEC source: 0001193125-26-057167 · ownership.xml · nonDerivative · entry 3 Cory Michael A. · CIK 0001994724 · EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,750 F1 · shares: Withholding of stock to satisfy tax obligation. F4 · balance_after: Includes 99 shares acquired through the reinvestment of dividends since February 14, 2025, the grant date of the RSUs. Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 21:31 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 1,296 | $40.87 | $52,967.52 |
DisclosureSEC source: 0001193125-26-057167 · ownership.xml · nonDerivative · entry 2 Cory Michael A. · CIK 0001994724 · EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,057 F1 · shares: Withholding of stock to satisfy tax obligation. F3 · balance_after: Includes 171 shares acquired through the reinvestment of dividends since February 16, 2024, the grant date of the RSUs. Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 21:31 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 1,172 | $40.87 | $47,899.64 |
DisclosureSEC source: 0001193125-26-057167 · ownership.xml · nonDerivative · entry 1 Cory Michael A. · CIK 0001994724 · EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,182 F1 · shares: Withholding of stock to satisfy tax obligation. F2 · balance_after: Includes 171 shares acquired through the reinvestment of dividends since February 15, 2023, the grant date of the restricted stock units ("RSUs"). Read SEC document |
| January 23, 2026 Filed Jan 27, 2026 21:48 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 528 | $36.64 | $19,345.92 |
DisclosureSEC source: 0001193125-26-024759 · ownership.xml · nonDerivative · entry 2 Cory Michael A. · CIK 0001994724 · EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,183 F4 · shares: Withholding of stock to satisfy tax obligation. Read SEC document |
| January 23, 2026 Filed Jan 27, 2026 21:48 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 2,397 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-024759 · ownership.xml · nonDerivative · entry 1 Cory Michael A. · CIK 0001994724 · EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,711 F1 · shares: Shares awarded pursuant to the 2023-2025 Long-Term Incentive Plan. F2 · balance_after: Includes 411 shares acquired under the CSX Employee Stock Purchase Plan ("ESPP") on June 30, 2025 and 352 shares acquired under the ESPP on December 31, 2025. F3 · balance_after: The total number of shares beneficially owned is being updated to reflect that certain shares were mistakenly incorrectly reported on the Reporting Person's Form 4 filed on February 20, 2024. Read SEC document |
| February 14, 2025 Filed Feb 20, 2025 01:38 UTC | CSX CORP CSX · Entity 442 | GrantOption · Derivative | 62,014 | $0.00 Strike: $33.37 | $0.00 |
DisclosureSEC source: 0000950170-25-023611 · ownership.xml · derivative · entry 4 Cory Michael A. · CIK 0001994724 · EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,014 Underlying: Common Stock · 62,014 shares Expires 2035-02-14 F5 · shares: Options awarded pursuant to the CSX Corporation 2025-2027 Long-Term Incentive Plan. F6 · derivative.exercise_date: The option vests in three equal installments on February 14, 2026, February 14, 2027 and February 14, 2028. Read SEC document |
| February 14, 2025 Filed Feb 20, 2025 01:38 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 18,880 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-023611 · ownership.xml · nonDerivative · entry 3 Cory Michael A. · CIK 0001994724 · EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,535 F4 · shares: Restricted stock units awarded pursuant to the CSX Corporation 2025-2027 Long-Term Incentive Plan. The units vest in three equal installments on February 14, 2026, February 14, 2027 and February 14, 2028. Read SEC document |
| February 14, 2025 Filed Feb 20, 2025 01:38 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 1,276 | $33.37 | $42,580.12 |
DisclosureSEC source: 0000950170-25-023611 · ownership.xml · nonDerivative · entry 2 Cory Michael A. · CIK 0001994724 · EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,655 F1 · shares: Withholding of stock to satisfy tax obligation. F3 · balance_after: Includes 81 shares acquired through the reinvestment of dividends since February 16, 2024, the grant date of the RSUs. Read SEC document |
| February 14, 2025 Filed Feb 20, 2025 01:38 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 1,154 | $33.37 | $38,508.98 |
DisclosureSEC source: 0000950170-25-023611 · ownership.xml · nonDerivative · entry 1 Cory Michael A. · CIK 0001994724 · EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,850 F1 · shares: Withholding of stock to satisfy tax obligation. F2 · balance_after: Includes 89 shares acquired through the reinvestment of dividends since September 29, 2023, the grant date of the restricted stock units ("RSUs"). Read SEC document |
| December 31, 2024 Filed Jan 29, 2025 01:57 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 350 | $27.43 | $9,600.50 |
DisclosureSEC source: 0000950170-25-010142 · ownership.xml · nonDerivative · entry 2 Cory Michael A. · CIK 0001994724 · EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,915 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 |
| June 28, 2024 Filed Jan 29, 2025 01:57 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 382 | $28.43 | $10,860.26 |
DisclosureSEC source: 0000950170-25-010142 · ownership.xml · nonDerivative · entry 1 Cory Michael A. · CIK 0001994724 · EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,565 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 |
| February 16, 2024 Filed Feb 21, 2024 01:07 UTC | CSX CORP CSX · Entity 442 | GrantOption · Derivative | 54,447 | $0.00 Strike: $36.72 | $0.00 |
DisclosureSEC source: 0000950170-24-017443 · ownership.xml · derivative · entry 3 Cory Michael A. · CIK 0001994724 · EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,447 Underlying: Common Stock · 54,447 shares Expires 2034-02-16 F3 · shares: Options awarded pursuant to the CSX Corporation 2024-2026 Long-Term Incentive Plan. F4 · derivative.exercise_date: The options vest in three equal installments on February 16, 2025, February 16, 2026 and February 16, 2027. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 01:07 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 17,157 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-017443 · ownership.xml · nonDerivative · entry 2 Cory Michael A. · CIK 0001994724 · EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,183 F2 · shares: Restricted stock units awarded pursuant to the CSX Corporation 2024-2026 Long-Term Incentive Plan. The units vest in three equal installments on February 16, 2025, February 16, 2026 and February 16, 2027. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 01:07 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 1,138 | $37.00 | $42,106.00 |
DisclosureSEC source: 0000950170-24-017443 · ownership.xml · nonDerivative · entry 1 Cory Michael A. · CIK 0001994724 · EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,026 F1 · shares: Withholding of stock to satisfy tax obligation. Read SEC document |
| September 29, 2023 Filed Oct 2, 2023 20:09 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 15,473 | $30.75 | $475,794.75 |
DisclosureSEC source: 0001209191-23-051038 · doc4.xml · nonDerivative · entry 1 Cory Michael A. · CIK 0001994724 · EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,164 F1 · shares: Restricted stock units awarded pursuant to the CSX Corporation 2023 - 2025 Long-Term Incentive Plan. The units vest in three equal installments on February 15, 2024, February 15, 2025 and February 15, 2026. Read SEC document |
| September 25, 2023 Filed Sep 27, 2023 20:27 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 32,691 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050653 · doc4.xml · nonDerivative · entry 1 Cory Michael A. · CIK 0001994724 · EVP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,691 F1 · shares: Restricted stock units awarded pursuant to the approved 2019 CSX Stock and Incentive Award Plan. Each unit represents a contingent right to receive one share of common stock. The units vest on September 25, 2026. 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.