Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CSX CORPCSX · Entity 442 | EVP & CAO | February 19, 2026 | February 20, 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 19, 2026 · Filed February 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 165,613 |
Ending reported balance
After 2026-02-19 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-02-19 · Exercise / conversion · Acquired 13,344 · Balance 178,957 Row 2 · 2026-02-19 · Exercise / conversion · Acquired 25,434 · Balance 204,391 Row 3 · 2026-02-19 · Exercise / conversion · Acquired 51,222 · Balance 255,613 Row 4 · 2026-02-19 · Sale · Disposed 90,000 · Balance 165,613 F1: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $41.48 to $41.70, 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 $16.13 · Expires 2027-02-22 | Direct | 0 |
Reported balance
After 2026-02-19 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-02-19 · Exercise / conversion · Disposed 13,344 · Balance 0 F2: The original exercise price of the option was $48.39. On June 28, 2021, the common stock of CSX Corporation split 3-for-1 resulting in an adjusted price of $16.13. F3: 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 4,448 to 13,344 shares. |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $17.94 · Expires 2028-02-06 | Direct | 0 |
Reported balance
After 2026-02-19 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-02-19 · Exercise / conversion · Disposed 25,434 · Balance 0 F4: The original exercise price of the option was $53.82. On June 28, 2021, the common stock of CSX Corporation split 3-for-1 resulting in an adjusted price of $17.94. F5: 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 8,478 to 25,434 shares. |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $22.70 · Expires 2029-02-06 | Direct | 86,079 |
Reported balance
After 2026-02-19 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-02-19 · Exercise / conversion · Disposed 51,222 · Balance 86,079 F6: 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. F7: 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 45,767 to 137,301 shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $41.48 to $41.70, 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: The original exercise price of the option was $48.39. On June 28, 2021, the common stock of CSX Corporation split 3-for-1 resulting in an adjusted price of $16.13.
F3: 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 4,448 to 13,344 shares.
F4: The original exercise price of the option was $53.82. On June 28, 2021, the common stock of CSX Corporation split 3-for-1 resulting in an adjusted price of $17.94.
F5: 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 8,478 to 25,434 shares.
F6: 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.
F7: 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 45,767 to 137,301 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 |
|---|---|---|---|---|---|---|
| February 19, 2026 Filed Feb 20, 2026 21:52 UTC | CSX CORP CSX · Entity 442 | Exercise / conversionOption · Derivative | 51,222 | $0.00 Strike: $22.70 | $0.00 |
DisclosureSEC source: 0001193125-26-061559 · ownership.xml · derivative · entry 7 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,079 Underlying: Common Stock · 137,301 shares Expires 2029-02-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_price: 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. F7 · derivative.underlying_shares: 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 45,767 to 137,301 shares. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:52 UTC | CSX CORP CSX · Entity 442 | Exercise / conversionOption · Derivative | 25,434 | $0.00 Strike: $17.94 | $0.00 |
DisclosureSEC source: 0001193125-26-061559 · ownership.xml · derivative · entry 6 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,434 shares Expires 2028-02-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: The original exercise price of the option was $53.82. On June 28, 2021, the common stock of CSX Corporation split 3-for-1 resulting in an adjusted price of $17.94. F5 · derivative.underlying_shares: 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 8,478 to 25,434 shares. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:52 UTC | CSX CORP CSX · Entity 442 | Exercise / conversionOption · Derivative | 13,344 | $0.00 Strike: $16.13 | $0.00 |
DisclosureSEC source: 0001193125-26-061559 · ownership.xml · derivative · entry 5 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,344 shares Expires 2027-02-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: The original exercise price of the option was $48.39. On June 28, 2021, the common stock of CSX Corporation split 3-for-1 resulting in an adjusted price of $16.13. F3 · derivative.underlying_shares: 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 4,448 to 13,344 shares. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:52 UTC | CSX CORP CSX · Entity 442 | SaleCommon Stock | 90,000 | $41.56 | $3,740,400.00 |
DisclosureSEC source: 0001193125-26-061559 · ownership.xml · nonDerivative · entry 4 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,613 F1 · price: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $41.48 to $41.70, 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. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:52 UTC | CSX CORP CSX · Entity 442 | Exercise / conversionCommon Stock | 51,222 | $22.70 | $1,162,739.40 |
DisclosureSEC source: 0001193125-26-061559 · ownership.xml · nonDerivative · entry 3 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 255,613 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:52 UTC | CSX CORP CSX · Entity 442 | Exercise / conversionCommon Stock | 25,434 | $17.94 | $456,285.96 |
DisclosureSEC source: 0001193125-26-061559 · ownership.xml · nonDerivative · entry 2 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 204,391 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:52 UTC | CSX CORP CSX · Entity 442 | Exercise / conversionCommon Stock | 13,344 | $16.13 | $215,238.72 |
DisclosureSEC source: 0001193125-26-061559 · ownership.xml · nonDerivative · entry 1 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 178,957 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 21:59 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 1,856 | $40.87 | $75,854.72 |
DisclosureSEC source: 0001193125-26-057334 · ownership.xml · nonDerivative · entry 3 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,613 F1 · shares: Withholding of stock to satisfy tax obligation. F4 · balance_after: Includes 73 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 21:59 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 1,711 | $40.87 | $69,928.57 |
DisclosureSEC source: 0001193125-26-057334 · ownership.xml · nonDerivative · entry 2 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 167,396 F1 · shares: Withholding of stock to satisfy tax obligation. F3 · balance_after: Includes 126 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 21:59 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 2,010 | $40.87 | $82,148.70 |
DisclosureSEC source: 0001193125-26-057334 · ownership.xml · nonDerivative · entry 1 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,981 F1 · shares: Withholding of stock to satisfy tax obligation. F2 · balance_after: Includes 214 shares acquired through the reinvestment of dividends since February 15, 2023, the grant date of the restricted stock units ("RSUs"). Read SEC document |
| January 28, 2026 Filed Jan 29, 2026 21:25 UTC | CSX CORP CSX · Entity 442 | SaleCommon Stock | 66,667 | $37.48 | $2,498,679.16 |
DisclosureSEC source: 0001193125-26-029426 · ownership.xml · nonDerivative · entry 1 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,777 F1 · price: Weighted average price, as these shares were sold in multiple transactions at prices ranging from $37.44 to $37.57, 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. Read SEC document |
| January 23, 2026 Filed Jan 27, 2026 22:04 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 1,026 | $36.64 | $37,592.64 |
DisclosureSEC source: 0001193125-26-024834 · ownership.xml · nonDerivative · entry 2 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 237,444 F4 · shares: Withholding of stock to satisfy tax obligation. Read SEC document |
| January 23, 2026 Filed Jan 27, 2026 22:04 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 2,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-024834 · ownership.xml · nonDerivative · entry 1 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 238,470 F1 · shares: Shares awarded pursuant to the 2023-2025 Long-Term Incentive Plan. F2 · balance_after: Includes 777 shares acquired under the CSX Employee Stock Purchase Plan on June 30, 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 Forms 4 filed on February 12, 2024 and February 20, 2024. Read SEC document |
| February 14, 2025 Filed Feb 20, 2025 01:50 UTC | CSX CORP CSX · Entity 442 | GrantOption · Derivative | 45,773 | $0.00 Strike: $33.37 | $0.00 |
DisclosureSEC source: 0000950170-25-023631 · ownership.xml · derivative · entry 5 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,773 Underlying: Common Stock · 45,773 shares Expires 2035-02-14 F6 · shares: Options awarded pursuant to the CSX Corporation 2025-2027 Long-Term Incentive Plan. F7 · derivative.exercise_date: The options 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 01:50 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 13,935 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-023631 · ownership.xml · nonDerivative · entry 4 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 234,633 F5 · 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 01:50 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 1,685 | $33.37 | $56,228.45 |
DisclosureSEC source: 0000950170-25-023631 · ownership.xml · nonDerivative · entry 3 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 220,698 F1 · shares: Withholding of stock to satisfy tax obligation. F4 · balance_after: Includes 59 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 01:50 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 1,980 | $33.37 | $66,072.60 |
DisclosureSEC source: 0000950170-25-023631 · ownership.xml · nonDerivative · entry 2 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 222,324 F1 · shares: Withholding of stock to satisfy tax obligation. F3 · balance_after: Includes 137 shares acquired through the reinvestment of dividends since February 15, 2023, the grant date of the RSUs. Read SEC document |
| February 14, 2025 Filed Feb 20, 2025 01:50 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 6,628 | $33.37 | $221,176.36 |
DisclosureSEC source: 0000950170-25-023631 · ownership.xml · nonDerivative · entry 1 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 224,167 F1 · shares: Withholding of stock to satisfy tax obligation. F2 · balance_after: Includes 660 shares acquired through the reinvestment of dividends since February 16, 2022, the grant date of the restricted stock units ("RSUs"). Read SEC document |
| January 26, 2025 Filed Jan 29, 2025 02:13 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 7,499 | $32.69 | $245,142.31 |
DisclosureSEC source: 0000950170-25-010161 · ownership.xml · nonDerivative · entry 2 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 230,135 F3 · shares: Withholding of stock to satisfy tax obligation. Read SEC document |
| January 26, 2025 Filed Jan 29, 2025 02:13 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 18,436 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-010161 · ownership.xml · nonDerivative · entry 1 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 237,634 F1 · shares: Shares awarded pursuant to the 2022-2024 Long-Term Incentive Plan. F2 · balance_after: Includes 722 shares acquired under the CSX Employee Stock Purchase Plan on June 28, 2024. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 02:33 UTC | CSX CORP CSX · Entity 442 | GrantOption · Derivative | 40,187 | $0.00 Strike: $36.72 | $0.00 |
DisclosureSEC source: 0000950170-24-017517 · ownership.xml · derivative · entry 3 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,187 Underlying: Common Stock · 40,187 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 02:33 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 12,664 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-017517 · ownership.xml · nonDerivative · entry 2 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 218,476 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 02:33 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 1,952 | $37.00 | $72,224.00 |
DisclosureSEC source: 0000950170-24-017517 · ownership.xml · nonDerivative · entry 1 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 205,812 F1 · shares: Withholding of stock to satisfy tax obligation. Read SEC document |
| February 09, 2024 Filed Feb 12, 2024 21:48 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 7,462 | $36.89 | $275,273.18 |
DisclosureSEC source: 0000950170-24-013928 · ownership.xml · nonDerivative · entry 1 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,764 F1 · shares: Withholding of stock to satisfy tax obligation. Read SEC document |
| February 07, 2024 Filed Feb 7, 2024 21:47 UTC | CSX CORP CSX · Entity 442 | SaleCommon Stock | 37,087 | $37.17 | $1,378,523.79 |
DisclosureSEC source: 0000950170-24-012291 · ownership.xml · nonDerivative · entry 1 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 215,226 Read SEC document |
| January 26, 2024 Filed Jan 30, 2024 23:12 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 24,349 | $35.39 | $861,711.11 |
DisclosureSEC source: 0000950170-24-009011 · ownership.xml · nonDerivative · entry 2 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 252,313 F3 · shares: Withholding of stock to satisfy tax obligation. Read SEC document |
| January 26, 2024 Filed Jan 30, 2024 23:12 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 61,436 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-009011 · ownership.xml · nonDerivative · entry 1 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 276,662 F1 · shares: Shares awarded pursuant to the CSX 2021-2023 Long-Term Incentive Plan. F2 · balance_after: Includes 809 shares acquired under the CSX Employee Stock Purchase Plan on June 30, 2023. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:24 UTC | CSX CORP CSX · Entity 442 | GrantOption · Derivative | 47,185 | $31.67 Strike: $31.67 | $1,494,348.95 |
DisclosureSEC source: 0001209191-23-010613 · doc4.xml · derivative · entry 2 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,185 Underlying: Common Stock · 47,185 shares Expires 2033-02-15 F2 · shares: Options awarded pursuant to the CSX Corporation 2023 - 2025 Long-Term Incentive Plan. F3 · derivative.exercise_date: The options vest in three equal installments on February 15, 2024, February 15, 2025 and February 15, 2026. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:24 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 14,683 | $31.67 | $465,010.61 |
DisclosureSEC source: 0001209191-23-010613 · doc4.xml · nonDerivative · entry 1 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,417 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 |
| January 26, 2023 Filed Jan 30, 2023 22:15 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 27,390 | $30.15 | $825,808.50 |
DisclosureSEC source: 0001209191-23-005522 · doc4.xml · nonDerivative · entry 2 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,734 F3 · shares: Withholding of stock to satisfy tax obligation. Read SEC document |
| January 26, 2023 Filed Jan 30, 2023 22:15 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 69,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005522 · doc4.xml · nonDerivative · entry 1 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,124 F1 · shares: Shares awarded pursuant to the CSX 2020 - 2022 Long Term Incentive Plan. F2 · balance_after: Includes 674 shares acquired under CSX Corporation Employee Stock Purchase Plan on June 30, 2022. Read SEC document |
| February 16, 2022 Filed Feb 17, 2022 21:40 UTC | CSX CORP CSX · Entity 442 | GrantOption · Derivative | 56,975 | $35.17 Strike: $35.17 | $2,003,810.75 |
DisclosureSEC source: 0001209191-22-010799 · doc4.xml · derivative · entry 2 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,975 Underlying: Common Stock · 56,975 shares Expires 2032-02-16 F2 · shares: Options awarded pursuant to the CSX Corporation 2022 - 2024 Long-Term Incentive Plan. F3 · derivative.exercise_date: The option vests in three equal installments on February 16, 2023, February 16, 2024 and February 16, 2025. Read SEC document |
| February 16, 2022 Filed Feb 17, 2022 21:40 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 16,182 | $35.17 | $569,120.94 |
DisclosureSEC source: 0001209191-22-010799 · doc4.xml · nonDerivative · entry 1 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,319 F1 · shares: Restricted stock units awarded pursuant to the CSX Corporation 2022 - 2024 Long-Term Incentive Plan. The units vest on February 16, 2025. Read SEC document |
| January 21, 2022 Filed Jan 26, 2022 01:15 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 30,590 | $34.10 | $1,043,119.00 |
DisclosureSEC source: 0001209191-22-004874 · doc4.xml · nonDerivative · entry 2 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,137 F4 · shares: Withholding of stock to satisfy tax obligation. Read SEC document |
| January 21, 2022 Filed Jan 26, 2022 01:15 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 77,362 | $34.10 | $2,638,044.20 |
DisclosureSEC source: 0001209191-22-004874 · doc4.xml · nonDerivative · entry 1 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,727 F1 · shares: Shares awarded pursuant to the CSX 2019 - 2021 Long Term Incentive 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 62,342 additional shares. F3 · balance_after: Includes 852 shares acquired under CSX Corporation Employee Stock Purchase Plan on June 30, 2021. Read SEC document |
| April 26, 2021 Filed Apr 29, 2021 00:59 UTC | CSX CORP CSX · Entity 442 | Exercise / conversionOption · Derivative | 8,260 | $24.13 Strike: $24.13 | $199,313.80 |
DisclosureSEC source: 0001209191-21-028858 · doc4.xml · derivative · entry 4 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,260 shares Expires 2026-02-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 26, 2021 Filed Apr 29, 2021 00:59 UTC | CSX CORP CSX · Entity 442 | SaleCommon Stock | 22,265 | $102.49 | $2,281,939.85 |
DisclosureSEC source: 0001209191-21-028858 · doc4.xml · nonDerivative · entry 3 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,171 Read SEC document |
| April 26, 2021 Filed Apr 29, 2021 00:59 UTC | CSX CORP CSX · Entity 442 | SaleCommon Stock | 8,260 | $102.46 | $846,319.60 |
DisclosureSEC source: 0001209191-21-028858 · doc4.xml · nonDerivative · entry 2 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,436 Read SEC document |
| April 26, 2021 Filed Apr 29, 2021 00:59 UTC | CSX CORP CSX · Entity 442 | Exercise / conversionCommon Stock | 8,260 | $24.13 | $199,313.80 |
DisclosureSEC source: 0001209191-21-028858 · doc4.xml · nonDerivative · entry 1 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,696 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 21:55 UTC | CSX CORP CSX · Entity 442 | GrantOption · Derivative | 22,770 | $88.47 Strike: $88.47 | $2,014,461.90 |
DisclosureSEC source: 0001209191-21-009745 · doc4.xml · derivative · entry 2 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,770 Underlying: Common Stock · 22,770 shares Expires 2031-02-09 F2 · shares: Option awarded pursuant to the CSX Corporation 2021 - 2023 Long-Term Incentive Plan. F3 · derivative.exercise_date: The option vests in three equal installments on February 9, 2022, February 9, 2023 and February 9, 2024. Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 21:55 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 6,089 | $88.47 | $538,693.83 |
DisclosureSEC source: 0001209191-21-009745 · doc4.xml · nonDerivative · entry 1 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,436 F1 · shares: Restricted stock units awarded pursuant to the CSX Corporation 2021 - 2023 Long-Term Incentive Plan. The units vest on February 9, 2024. Read SEC document |
| February 06, 2021 Filed Feb 9, 2021 00:36 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 241 | $88.55 | $21,340.55 |
DisclosureSEC source: 0001209191-21-008618 · doc4.xml · nonDerivative · entry 1 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,347 F1 · shares: Withholding of stock to satisfy tax obligation. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 22:14 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 14,051 | $87.64 | $1,231,429.64 |
DisclosureSEC source: 0001209191-21-005436 · doc4.xml · nonDerivative · entry 2 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,588 F2 · shares: Withholding of stock to satisfy tax obligation. F3 · balance_after: Includes 341 shares acquired under CSX Corporation Employee Stock Purchase Plan on July 1, 2020. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 22:14 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 35,570 | $87.64 | $3,117,354.80 |
DisclosureSEC source: 0001209191-21-005436 · doc4.xml · nonDerivative · entry 1 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,639 F1 · shares: Shares awarded pursuant to the CSX 2018 - 2020 Long Term Incentive Plan. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 21:02 UTC | CSX CORP CSX · Entity 442 | Exercise / conversionOption · Derivative | 3,500 | $24.99 Strike: $24.99 | $87,465.00 |
DisclosureSEC source: 0001209191-20-046629 · doc4.xml · derivative · entry 6 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,500 shares Expires 2025-12-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 21:02 UTC | CSX CORP CSX · Entity 442 | Exercise / conversionOption · Derivative | 34,741 | $24.99 Strike: $24.99 | $868,177.59 |
DisclosureSEC source: 0001209191-20-046629 · doc4.xml · derivative · entry 5 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 Underlying: Common Stock · 34,741 shares Expires 2025-12-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 21:02 UTC | CSX CORP CSX · Entity 442 | SaleCommon Stock | 2,095 | $75.62 | $158,423.90 |
DisclosureSEC source: 0001209191-20-046629 · doc4.xml · nonDerivative · entry 4 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,728 Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 21:02 UTC | CSX CORP CSX · Entity 442 | Exercise / conversionCommon Stock | 3,500 | $24.99 | $87,465.00 |
DisclosureSEC source: 0001209191-20-046629 · doc4.xml · nonDerivative · entry 3 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,823 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 21:02 UTC | CSX CORP CSX · Entity 442 | SaleCommon Stock | 34,741 | $75.28 | $2,615,302.48 |
DisclosureSEC source: 0001209191-20-046629 · doc4.xml · nonDerivative · entry 2 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,323 Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 21:02 UTC | CSX CORP CSX · Entity 442 | Exercise / conversionCommon Stock | 34,741 | $24.99 | $868,177.59 |
DisclosureSEC source: 0001209191-20-046629 · doc4.xml · nonDerivative · entry 1 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,064 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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.