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 22, 2020 Filed Feb 26, 2020 00:33 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 359 | $79.56 | $28,562.04 |
DisclosureSEC source: 0001209191-20-012778 · doc4.xml · nonDerivative · entry 1 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,323 F1 · shares: Withholding of stock to satisfy tax obligation. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 21:44 UTC | CSX CORP CSX · Entity 442 | GrantOption · Derivative | 57,847 | $79.51 Strike: $79.51 | $4,599,414.97 |
DisclosureSEC source: 0001209191-20-011128 · doc4.xml · derivative · entry 1 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,847 Underlying: Common Stock · 57,847 shares Expires 2030-02-18 F1 · shares: The options were granted pursuant to the Company's 2020-2022 Long-Term Incentive Plan. F2 · derivative.exercise_date: The option vests in three equal installments on February 18, 2021, February 18, 2022 and February 18, 2023. Read SEC document |
| January 17, 2020 Filed Jan 22, 2020 21:19 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 1,043 | $76.40 | $79,685.20 |
DisclosureSEC source: 0001209191-20-004463 · doc4.xml · nonDerivative · entry 2 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,682 F2 · shares: Withholding of stock to satisfy tax obligation. Read SEC document |
| January 17, 2020 Filed Jan 22, 2020 21:19 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 4,030 | $76.40 | $307,892.00 |
DisclosureSEC source: 0001209191-20-004463 · doc4.xml · nonDerivative · entry 1 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,725 F1 · shares: Shares awarded pursuant to the CSX 2017 - 2019 Long Term Incentive Plan. Read SEC document |
| February 10, 2019 Filed Feb 12, 2019 21:22 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 355 | $68.75 | $24,406.25 |
DisclosureSEC source: 0001209191-19-009312 · doc4.xml · nonDerivative · entry 1 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,292 F1 · shares: Withholding of stock to satisfy tax obligation. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 21:34 UTC | CSX CORP CSX · Entity 442 | GrantOption · Derivative | 45,767 | $68.09 Strike: $68.09 | $3,116,275.03 |
DisclosureSEC source: 0001209191-19-008540 · doc4.xml · derivative · entry 1 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,767 Underlying: Common Stock · 45,767 shares Expires 2029-02-06 F1 · derivative.exercise_date: The option vests annually in three equal installments on February 6, 2020, February 6, 2021 and February 6, 2022. Read SEC document |
| January 17, 2019 Filed Jan 22, 2019 21:38 UTC | CSX CORP CSX · Entity 442 | Tax withholdingCommon Stock | 1,481 | $65.09 | $96,398.29 |
DisclosureSEC source: 0001209191-19-004761 · doc4.xml · nonDerivative · entry 2 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,647 F2 · shares: Withholding of stock to satisfy tax obligation. Read SEC document |
| January 17, 2019 Filed Jan 22, 2019 21:38 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 5,818 | $65.09 | $378,693.62 |
DisclosureSEC source: 0001209191-19-004761 · doc4.xml · nonDerivative · entry 1 Sorfleet Diana B · CIK 0001749261 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,128 F1 · shares: Shares awarded pursuant to the CSX 2016 - 2018 Long Term Incentive 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.