Costco (COST) EVP Sarah Catherine George discloses initial stock holdings
Filing Impact
Filing Sentiment
Form Type
3
Rhea-AI Filing Summary
COSTCO WHOLESALE CORP /NEW Executive Vice President Sarah Catherine George filed an initial Form 3 reporting her ownership of company stock. She holds 1,401.2580 shares of common stock directly and 642.1252 shares indirectly through a 401(k) plan, establishing her baseline ownership position as an officer.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
George Sarah Catherine
Role
Executive Vice President
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 1,401.258 shares (Direct);
Common Stock — 642.125 shares (Indirect, By 401(k))
Footnotes (1)
FAQ
What does the Form 3 filing by COST (Costco) executive Sarah Catherine George report?
The Form 3 filing reports Sarah Catherine George’s initial ownership of Costco common stock as an officer. It lists her direct and indirect share holdings, establishing a baseline of her equity position for future insider transaction reporting and regulatory transparency.
What indirect Costco (COST) holdings are reported for Sarah Catherine George?
The filing reports 642.1252 shares of Costco common stock held indirectly for Sarah Catherine George through a 401(k) plan. This indicates retirement-plan ownership in addition to her directly held shares, both of which are subject to ongoing insider reporting rules.
Does the Costco (COST) Form 3 for Sarah Catherine George show any recent stock transactions?
The Form 3 does not report any specific buy or sell transactions. It classifies the entries as holdings, with unknown transaction codes, focusing solely on the number of Costco shares she owns directly and indirectly as of the reported date.
Why is Sarah Catherine George’s Form 3 filing important for Costco (COST) investors?
The Form 3 establishes Sarah Catherine George’s starting ownership level as an Executive Vice President. Investors can later compare this baseline against future Forms 4 or 5 to see how her Costco share ownership changes over time through additional holdings or dispositions.