Costco Form 4: Trustee Distributes 211 Shares on Sept 2, 2025
Form 4 filed for COST reports that on September 2, 2025 the Stanton Family Trust distributed 211 shares of Costco Wholesale Corporation common stock to a beneficiary who is the reporting person’s son.
Rhea-AI Filing Summary
Form 4 filed for COST reports that on September 2, 2025 the Stanton Family Trust distributed 211 shares of Costco Wholesale Corporation common stock to a beneficiary who is the reporting person’s son. The reporting person, John W. Stanton, is identified as a director and trustee and disclaims beneficial ownership of the shares held by the beneficiary and those remaining in the trust.
The Form 4 shows the trust as the indirect owner of 211 shares prior to the distribution and documents a corresponding indirect disposition by the reporting person via the trust. The form is signed by an attorney-in-fact on September 4, 2025.
Positive
- None.
Negative
- None.
Insights
TL;DR: Small insider distribution of 211 shares by a trustee; immaterial to Costco’s capital structure.
The filing documents a distribution from the Stanton Family Trust to a beneficiary on 09/02/2025 that reduced the trust’s indirect holdings by 211 shares. As reported, the reporting person disclaims beneficial ownership of the shares now held by his son. This is a routine trust distribution and does not indicate a sale or broader change in holdings disclosed in this form. There are no sales reported, no derivative activity, and no change to aggregate public float disclosed here.
TL;DR: Trustee-led transfer documented correctly; disclosure aligns with Section 16 reporting requirements.
The Form 4 lists the reporting person as a director and trustee and provides the required disclosure that the trust distributed 211 shares to a beneficiary (the reporting person’s son) on 09/02/2025. The reporting person explicitly disclaims beneficial ownership of both the distributed shares and those remaining in the trust, which is a common governance disclosure when trustees transfer trust assets to beneficiaries. The form is properly executed by an attorney-in-fact and contains no indication of a 10b5-1 plan or derivative transactions.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock | 211 | $0.00 | $0.00 |
| Gift | Common Stock | 211 | $0.00 | $0.00 |
| holding | Common Stock | -- | -- | -- |
Footnotes (1)
- F1. The reporting person is a trustee of the Stanton Family Trust. On September 2, 2025, the trust distributed 211 shares of Costco common stock to a beneficiary of the trust who is the reporting person's son. The reporting person disclaims beneficial ownership of the securities owned by his son and by the trust.
FAQ
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What transaction is disclosed on the Form 4 for COST?
Who is the reporting person on this Form 4 for COST?
Was there any sale or option exercise reported in this filing for COST?
When was the Form 4 signed?
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