STOCK TITAN

[Form 3] COSTCO WHOLESALE CORP /NEW Initial Statement of Beneficial Ownership

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
3

Initial Form 3 filing for William R. Wilcox reports beneficial ownership of 4,400.9692 shares of Costco Wholesale Corp (COST) held indirectly through a 401(k) plan. The filing reflects an event dated 10/06/2025 and the form was signed by an attorney-in-fact on 10/09/2025. The reporting person is identified as an Executive Vice President and director, and no derivative securities were reported.

Presentazione iniziale della Forma 3 per William R. Wilcox riferisce la proprietà beneficiaria di 4.400.9692 azioni di Costco Wholesale Corp (COST) detenute indirettamente tramite un piano 401(k). La dichiarazione riporta un evento datato 10/06/2025 e il modulo è stato firmato da un procuratore-in-fatto il 10/09/2025. Il soggetto informante è identificato come Vicepresidente Esecutivo e direttore, e non sono stati riportati strumenti derivati.
Presentación de la Forma 3 inicial para William R. Wilcox informa la propiedad beneficiaria de 4,400.9692 acciones de Costco Wholesale Corp (COST) poseídas indirectamente a través de un plan 401(k). La presentación refleja un evento con fecha 10/06/2025 y el formulario fue firmado por un apoderado el 10/09/2025. La persona informante se identifica como Vicepresidente Ejecutivo y director, y no se reportaron valores derivados.
William R. Wilcox에 대한 최초 Form 3 제출은 Costco Wholesale Corp(COST)의 주식을 간접적으로 4,400.9692주 보유하고 있는 유익한 소유를 보고합니다. 제출서는 2025-10-06의 날짜로 사건을 반영하며 양식은 2025-10-09에 대리인에 의해 서명되었습니다. 보고자 는 전무 이사이자 이사로 확인되며 파생증권은 보고되지 않았습니다.
Formulaire initial du Formulaire 3 pour William R. Wilcox indique une propriété bénéficiaire de 4 400,9692 actions de Costco Wholesale Corp (COST) détenues indirectement par le biais d'un plan 401(k). Le dépôt reflète un événement daté du 10/06/2025 et le formulaire a été signé par un mandataire le 10/09/2025. La personne déclarante est identifiée comme Vice‑Président Exécutif et administrateur, et aucun titre dérivé n'a été déclaré.
Initiale Form 3 Einreichung für William R. Wilcox meldet einen wirtschaftlich berechtigten Besitz von 4.400,9692 Aktien der Costco Wholesale Corp (COST), die indirekt über einen 401(k)-Plan gehalten werden. Die Einreichung spiegelt ein Ereignis mit dem Datum 10/06/2025 wider und das Formular wurde am 10/09/2025 von einem Bevollmächtigten unterschrieben. Die meldende Person wird als Executive Vice President und Direktor identifiziert, und es wurden keine Derivate gemeldet.
التقديم الأول للنموذج 3 لويليام ر. ويلكوكس يُبلغ عن ملكية مستفيدة قدرها 4,400.9692 سهم من Costco Wholesale Corp (COST) المحتفظ بها بشكل غير مباشر عبر خطة 401(k). يعكس الإبلاغ تاريخ حدث 10/06/2025 وتم توقيع النموذج من قبل وكيل قانوني في 10/09/2025. الشخص المبلغ عنه يُعرف بأنه نائب الرئيس التنفيذي ومدير، ولم يتم الإبلاغ عن أي أدوات مالية مشتقة.
William R. Wilcox 的初始 Form 3 申报显示通过 401(k) 计划间接持有 Costco Wholesale Corp(COST)共计 4,400.9692 股的受益所有权。这份申报显示日期为 10/06/2025,表格在 10/09/2025 由代理人签署。申报人被标识为 执行副总裁 和董事,未报告任何衍生证券。
Positive
  • Insider ownership of 4,400.9692 shares aligns executive economic interests with shareholders
  • Proper disclosure filed as a Form 3, indicating compliance with reporting obligations
Negative
  • Small position relative to a large-cap company, unlikely to materially influence governance
  • Indirect holding via 401(k) limits immediate voting control or direct signaling through open-market transactions

Insights

Small insider stake held via retirement plan indicates alignment but limited voting impact.

The filing shows 4,400.9692 shares owned indirectly through a 401(k), which ties the reporting person’s economic interest to the company without granting direct control over voting in the short term. This is a common structure for executives who participate in employer-sponsored retirement plans.

Key dependencies include any future open-market purchases or restricted stock grants that would increase direct ownership; absent such moves, the current holding is unlikely to materially affect governance or signal major strategic shifts near term. Monitor any subsequent Section 16 filings for purchases, sales, or derivative awards within the next 3–12 months.

Presentazione iniziale della Forma 3 per William R. Wilcox riferisce la proprietà beneficiaria di 4.400.9692 azioni di Costco Wholesale Corp (COST) detenute indirettamente tramite un piano 401(k). La dichiarazione riporta un evento datato 10/06/2025 e il modulo è stato firmato da un procuratore-in-fatto il 10/09/2025. Il soggetto informante è identificato come Vicepresidente Esecutivo e direttore, e non sono stati riportati strumenti derivati.
Presentación de la Forma 3 inicial para William R. Wilcox informa la propiedad beneficiaria de 4,400.9692 acciones de Costco Wholesale Corp (COST) poseídas indirectamente a través de un plan 401(k). La presentación refleja un evento con fecha 10/06/2025 y el formulario fue firmado por un apoderado el 10/09/2025. La persona informante se identifica como Vicepresidente Ejecutivo y director, y no se reportaron valores derivados.
William R. Wilcox에 대한 최초 Form 3 제출은 Costco Wholesale Corp(COST)의 주식을 간접적으로 4,400.9692주 보유하고 있는 유익한 소유를 보고합니다. 제출서는 2025-10-06의 날짜로 사건을 반영하며 양식은 2025-10-09에 대리인에 의해 서명되었습니다. 보고자 는 전무 이사이자 이사로 확인되며 파생증권은 보고되지 않았습니다.
Formulaire initial du Formulaire 3 pour William R. Wilcox indique une propriété bénéficiaire de 4 400,9692 actions de Costco Wholesale Corp (COST) détenues indirectement par le biais d'un plan 401(k). Le dépôt reflète un événement daté du 10/06/2025 et le formulaire a été signé par un mandataire le 10/09/2025. La personne déclarante est identifiée comme Vice‑Président Exécutif et administrateur, et aucun titre dérivé n'a été déclaré.
Initiale Form 3 Einreichung für William R. Wilcox meldet einen wirtschaftlich berechtigten Besitz von 4.400,9692 Aktien der Costco Wholesale Corp (COST), die indirekt über einen 401(k)-Plan gehalten werden. Die Einreichung spiegelt ein Ereignis mit dem Datum 10/06/2025 wider und das Formular wurde am 10/09/2025 von einem Bevollmächtigten unterschrieben. Die meldende Person wird als Executive Vice President und Direktor identifiziert, und es wurden keine Derivate gemeldet.
SEC Form 3
FORM 3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0104
Estimated average burden
hours per response: 0.5
1. Name and Address of Reporting Person*
Wilcox William Richard

(Last) (First) (Middle)
999 LAKE DRIVE

(Street)
ISSAQUAH WA 98027

(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
10/06/2025
3. Issuer Name and Ticker or Trading Symbol
COSTCO WHOLESALE CORP /NEW [ COST ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Executive Vice President
5. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock 4,400.9692 I By 401(k)
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
Remarks:
Exhibit 24: Power of Attorney provided herewith.
/s/ Alejandro Torres, Attorney-in-Fact 10/09/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What did the Form 3 for COST disclose about William R. Wilcox's holdings?

The Form 3 reports 4,400.9692 shares of Costco (COST) held indirectly through a 401(k) plan.

What role does the reporting person hold at Costco in the filing?

The filing lists the reporting person as an Executive Vice President and a Director.

When is the event date noted on the Form 3?

The event requiring the statement is dated 10/06/2025 and the form bears a signature date of 10/09/2025.

Were any derivative securities reported by the filer?

No derivative securities (options, warrants, or convertible instruments) were reported on the Form 3.

Does the Form 3 indicate direct ownership or voting control by the filer?

The shares are held indirectly via a 401(k), so direct ownership and immediate voting control are limited.
Costco Whsl Corp

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417.87B
442.35M
0.2%
72.46%
1.54%
Discount Stores
Retail-variety Stores
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United States
ISSAQUAH