Costco EVP Wilcox earns 4,129 RSU shares
Form 4 shows Costco’s executive vice president vesting performance-based equity and related share withholding for taxes.
Rhea-AI Filing Summary
COSTCO WHOLESALE CORP /NEW (COST) reported that Executive Vice President William Richard Wilcox received an equity award tied to fiscal 2026 performance on September 10, 2026. The award relates to Restricted Stock Units granted October 22, 2025 that vest 20% annually over five years, with potential accelerated vesting under the 2019 Incentive Plan.
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Insights
Analyzing...
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Wilcox William Richard
Role
Executive Vice President
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock F1, F2 | 4,129 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Common Stock | 1,934.609 | $902.38 | $1.75M |
Holdings After Transaction:
Common Stock — 4,194.391 shares (Direct)
Footnotes (2)
- F1. Grant was initially made on October 22, 2025, subject to performance conditions concerning fiscal 2026, which have been deemed satisfied by the Compensation Committee of the Board of Directors. The earned awards vest 20% on the first anniversary of the grant date and an additional 20% vest over each of the ensuing four years based on continued employment with the Company. In addition, under the 2019 Incentive Plan, employees are eligible for accelerated vesting upon the anniversary of their 25th, 30th and 35th years of service.
- F2. Not applicable. Grant of Restricted Stock Units.
Key Figures
Shares acquired from award: 4,129 shares
Shares delivered or withheld: 1,934.609 shares
Price for exercise price or tax liability: $902.38 per share
+3 more
6 metrics
Shares acquired from award
4,129 shares
Common Stock reported as acquired on September 10, 2026 via grant/award
Shares delivered or withheld
1,934.609 shares
Common Stock delivered or withheld on September 10, 2026 for exercise price or tax liability
Price for exercise price or tax liability
$902.38 per share
Applied to 1,934.609 shares delivered or withheld on September 10, 2026
Initial RSU grant date
October 22, 2025
Grant of Restricted Stock Units subject to fiscal 2026 performance conditions
Annual vesting portion
20% per year
Earned awards vest 20% on first anniversary and 20% in each of the next four years
Accelerated vesting service milestones
25th, 30th, 35th years
Employees eligible for accelerated vesting at these service anniversaries under 2019 Incentive Plan
Key Terms
Restricted Stock Units, performance conditions, accelerated vesting, 2019 Incentive Plan, +1 more
5 terms
Restricted Stock Units financial
"Not applicable. Grant of Restricted Stock Units."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
performance conditions financial
"subject to performance conditions concerning fiscal 2026"
accelerated vesting financial
"employees are eligible for accelerated vesting upon the anniversary"
A contract feature that makes stock awards, options, or restricted shares become owned or exercisable earlier than the original schedule. It shortens or cancels the waiting period so recipients can sell, transfer, or exercise their equity sooner — think of a timed lock that is unlocked ahead of schedule. It matters to investors because it changes when shares enter the market, who controls them, and how much dilution or ownership concentration happens.
2019 Incentive Plan financial
"In addition, under the 2019 Incentive Plan, employees are eligible"
tax liability financial
"Payment of exercise price or tax liability by delivering or withholding"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What equity award did COST executive William Richard Wilcox report on this Form 4 for COST?
He reported an acquisition of 4,129 shares of Costco common stock on September 10, 2026, arising from a grant of Restricted Stock Units initially made on October 22, 2025 and earned based on fiscal 2026 performance conditions.
What are the vesting terms of the equity award reported for COST’s executive?
The earned awards vest 20% on the first anniversary of the October 22, 2025 grant date, and an additional 20% vests in each of the ensuing four years, conditioned on continued employment with Costco.
Were the fiscal 2026 performance conditions for the COST equity award satisfied?
Yes. The filing states that fiscal 2026 performance conditions have been deemed satisfied by the Compensation Committee of Costco’s Board of Directors, determining the number of Restricted Stock Units earned under the October 22, 2025 grant.
Does this COST Form 4 indicate any accelerated vesting features?
Yes. Under Costco’s 2019 Incentive Plan, employees are eligible for accelerated vesting upon the anniversary of their 25th, 30th, and 35th years of service, in addition to the scheduled vesting terms.
Were these COST transactions made under a Rule 10b5-1 trading plan?
No. The filing’s Rule 10b5-1 checkbox is not marked, and no footnote references a trading plan, so no Rule 10b5-1 plan is reported for these transactions.
AI-generated analysis. How Rhea-AI works. Not financial advice.