Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COSTAR GROUP, INC.CSGP · Entity 3416 | Chief Financial Officer | April 26, 2024 | April 30, 2024 |
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.
COSTAR GROUP, INC.
Report date April 26, 2024 · Filed April 30, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 303,417 |
Ending reported balance
After 2024-04-26 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2024-04-26 · Exercise / conversion · Acquired 42,670 · Balance 346,087 Row 2 · 2024-04-26 · Exercise / conversion · Acquired 51,000 · Balance 397,087 Row 3 · 2024-04-26 · Exercise / conversion · Acquired 21,933 · Balance 419,020 Row 4 · 2024-04-26 · Exercise / conversion · Acquired 7,133 · Balance 426,153 Row 5 · 2024-04-26 · Sale · Disposed 122,736 · Balance 303,417 F1: Average based on sales prices ranging from $91.55 to $93.27. |
| Option to Acquire Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $39.82 · Expires 2029-02-06 | Direct | 0 |
Reported balance
After 2024-04-26 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2024-04-26 · Exercise / conversion · Disposed 42,670 · Balance 0 F2: The option vested in three equal installments on February 15, 2020, February 15, 2021 and February 15, 2022. |
| Option to Acquire Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $66.65 · Expires 2030-02-05 | Direct | 0 |
Reported balance
After 2024-04-26 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2024-04-26 · Exercise / conversion · Disposed 51,000 · Balance 0 F3: The option vests in three equal installments on February 15, 2021, February 15, 2022 and February 15, 2023. |
| Option to Acquire Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $67.29 · Expires 2032-02-15 | Direct | 10,967 |
Reported balance
After 2024-04-26 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2024-04-26 · Exercise / conversion · Disposed 21,933 · Balance 10,967 F4: The option vests in three equal installments on March 1, 2023, March 1, 2024 and March 1, 2025. |
| Option to Acquire Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $76.78 · Expires 2033-02-13 | Direct | 14,267 |
Reported balance
After 2024-04-26 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2024-04-26 · Exercise / conversion · Disposed 7,133 · Balance 14,267 F5: The option vests in three equal installments on February 15, 2024, February 15, 2025 and February 15, 2026. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy Anna Karin Wheeler Trust | 2,084 |
Reported balance
Holding disclosure · report date 2024-04-26 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 2,084 |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy Abraham James Wheeler Trust | 2,076 |
Reported balance
Holding disclosure · report date 2024-04-26 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 2,076 |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy Jacob Paul Wheeler Trust | 1,541 |
Reported balance
Holding disclosure · report date 2024-04-26 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 1,541 |
Filing footnotes · ownership attribution and instrument terms
F1: Average based on sales prices ranging from $91.55 to $93.27.
F2: The option vested in three equal installments on February 15, 2020, February 15, 2021 and February 15, 2022.
F3: The option vests in three equal installments on February 15, 2021, February 15, 2022 and February 15, 2023.
F4: The option vests in three equal installments on March 1, 2023, March 1, 2024 and March 1, 2025.
F5: The option vests in three equal installments on February 15, 2024, February 15, 2025 and February 15, 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 |
|---|---|---|---|---|---|---|
| February 28, 2018 Filed Mar 1, 2018 21:35 UTC | COSTAR GROUP, INC. CSGP · Entity 3416 | GrantCommon Stock, par value $0.01 per share | 8,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001057352-18-000023 · wf-form4_151994009362907.xml · nonDerivative · entry 1 Wheeler Scott T · CIK 0001661073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,012 F1 · shares: Includes a grant of 5,500 shares of restricted common stock that vest in three equal installments on February 28, 2019, February 29, 2020 and February 28, 2021, and a grant of 3,360 shares of restricted common stock that vest based upon CoStar Group, Inc.'s achievement of a three-year performance goal. F2 · balance_after: Represents all shares of Common Stock owned, consisting of 3,266 shares of Common Stock and 27,746 shares of Common Stock subject to unvested Restricted Stock grants. Read SEC document |
| January 11, 2018 Filed Jan 12, 2018 21:21 UTC | COSTAR GROUP, INC. CSGP · Entity 3416 | Tax withholdingCommon Stock, par value $0.01 per share | 1,176 | $314.44 | $369,781.44 |
DisclosureSEC source: 0001057352-18-000004 · wf-form4_151579205910087.xml · nonDerivative · entry 1 Wheeler Scott T · CIK 0001661073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,152 F1 · balance_after: Represents all shares of Common Stock owned, consisting of 3,266 shares of Common Stock and 18,886 shares of Common Stock subject to unvested Restricted Stock grants. Read SEC document |
| May 01, 2017 Filed May 3, 2017 22:05 UTC | COSTAR GROUP, INC. CSGP · Entity 3416 | SaleCommon Stock, par value $0.01 per share | 757 | $240.00 | $181,680.00 |
DisclosureSEC source: 0001057352-17-000036 · wf-form4_149384913591431.xml · nonDerivative · entry 1 Wheeler Scott T · CIK 0001661073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,328 F1 · balance_after: Represents all shares of Common Stock owned, consisting of 1,250 shares of Common Stock and 22,078 shares of Common Stock subject to unvested Restricted Stock grants. Read SEC document |
| March 02, 2017 Filed Mar 2, 2017 23:16 UTC | COSTAR GROUP, INC. CSGP · Entity 3416 | GrantOption to Acquire Common Stock · Derivative | 14,100 | $0.00 Strike: $204.91 | $0.00 |
DisclosureSEC source: 0001057352-17-000016 · wf-form4_148849656042174.xml · derivative · entry 2 Wheeler Scott T · CIK 0001661073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,100 Underlying: Common Stock · 14,100 shares Expires 2027-03-01 F3 · derivative.exercise_date: The option vests in three equal installments on March 2, 2018, March 2, 2019 and March 2, 2020. Read SEC document |
| March 02, 2017 Filed Mar 2, 2017 23:16 UTC | COSTAR GROUP, INC. CSGP · Entity 3416 | GrantCommon Stock, par value $0.01 per share | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001057352-17-000016 · wf-form4_148849656042174.xml · nonDerivative · entry 1 Wheeler Scott T · CIK 0001661073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,085 F1 · shares: Includes a grant of 7,700 shares of restricted common stock that vest in three equal installments on March 2, 2018, March 2, 2019 and March 2, 2020, and a grant of 4,800 shares of restricted common stock that vest based upon CoStar Group, Inc.'s achievement of a three-year performance goal. F2 · balance_after: Represents all shares of Common Stock owned, consisting of 2,007 shares of Common Stock and 22,078 shares of Common Stock subject to unvested Restricted Stock grants. Read SEC document |
| January 11, 2017 Filed Jan 11, 2017 23:01 UTC | COSTAR GROUP, INC. CSGP · Entity 3416 | Tax withholdingCommon Stock, par value $0.01 per share | 1,185 | $194.20 | $230,127.00 |
DisclosureSEC source: 0001057352-17-000002 · wf-form4_148417569382663.xml · nonDerivative · entry 1 Wheeler Scott T · CIK 0001661073 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,585 F1 · balance_after: Represents all shares of Common Stock owned, consisting of 2,007 shares of Common Stock and 9,578 shares of Common Stock subject to unvested Restricted Stock grants. 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.