Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CSX CORPCSX · Entity 442 | SVP & CCO | 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 | Direct | 15,922 |
Reported balance
After 2026-02-26 transaction · row 1
1 source rowRow 1 · 2026-02-26 · Grant · Acquired 9,379 · Balance 15,922 F1: 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. |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $42.65 · Expires 2036-02-26 | Direct | 46,759 |
Reported balance
After 2026-02-26 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-26 · Grant · Acquired 46,759 · Balance 46,759 F3: Options awarded pursuant to the CSX Corporation 2026 - 2028 Long-Term Incentive Plan. F4: The options vest in three equal installments on February 26, 2027, February 26, 2028 and February 26, 2029. |
| Common StockSEC Table I · non-derivative | IndirectCSX Corporation 401(k) Plan | 3,428 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,428 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 | IndirectJoint Revocable Trust | 4,154 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,154 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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: Options awarded pursuant to the CSX Corporation 2026 - 2028 Long-Term Incentive Plan.
F4: The options vest in three equal installments on February 26, 2027, February 26, 2028 and February 26, 2029.
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 23:48 UTC | CSX CORP CSX · Entity 442 | GrantOption · Derivative | 46,759 | $0.00 Strike: $42.65 | $0.00 |
DisclosureSEC source: 0001193125-26-086059 · ownership.xml · derivative · entry 4 Kenney Maryclare T. · CIK 0002094991 · SVP & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,759 Underlying: Common Stock · 46,759 shares Expires 2036-02-26 F3 · shares: Options awarded pursuant to the CSX Corporation 2026 - 2028 Long-Term Incentive Plan. F4 · 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 23:48 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 9,379 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-086059 · ownership.xml · nonDerivative · entry 1 Kenney Maryclare T. · CIK 0002094991 · SVP & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,922 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 21:37 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 441 | $40.87 | $18,023.67 |
DisclosureSEC source: 0001193125-26-057205 · ownership.xml · nonDerivative · entry 3 Kenney Maryclare T. · CIK 0002094991 · SVP & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,543 F1 · shares: Withholding of stock to satisfy tax obligation. F4 · balance_after: Includes 9 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 21:37 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 198 | $40.87 | $8,092.26 |
DisclosureSEC source: 0001193125-26-057205 · ownership.xml · nonDerivative · entry 2 Kenney Maryclare T. · CIK 0002094991 · SVP & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,975 F1 · shares: Withholding of stock to satisfy tax obligation. F3 · balance_after: Includes 13 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 21:37 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 294 | $40.87 | $12,015.78 |
DisclosureSEC source: 0001193125-26-057205 · ownership.xml · nonDerivative · entry 1 Kenney Maryclare T. · CIK 0002094991 · SVP & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,160 F1 · shares: Withholding of stock to satisfy tax obligation. F2 · balance_after: Includes 27 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 22:01 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 158 | $36.64 | $5,789.12 |
DisclosureSEC source: 0001193125-26-024812 · ownership.xml · nonDerivative · entry 2 Kenney Maryclare T. · CIK 0002094991 · SVP & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,427 F3 · shares: Withholding of stock to satisfy tax obligation. Read SEC document |
| January 23, 2026 Filed Jan 27, 2026 22:01 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 355 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-024812 · ownership.xml · nonDerivative · entry 1 Kenney Maryclare T. · CIK 0002094991 · SVP & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,585 F1 · shares: Shares awarded pursuant to the 2023-2025 Long-Term Incentive Plan. F2 · balance_after: Includes 140 shares acquired under the CSX Employee Stock Purchase Plan on December 31, 2025. Read SEC document |
| November 14, 2025 Filed Nov 18, 2025 22:15 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 1,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-286445 · ownership.xml · nonDerivative · entry 1 Kenney Maryclare T. · CIK 0002094991 · SVP & Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,090 F1 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.