Form 3: William R. Wilcox discloses 4,400.9692 COST shares

Rhea-AI Filing Summary

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.

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

Corporate Governance Analyst

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.

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

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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.