Costco EVP Jones earns 4,129-share stock award

Costco EVP Teresa A. Jones had performance-based equity for 4,129 shares vest and 1,458.535 shares withheld to cover exercise price or tax obligations.

Rhea-AI Filing Summary

COSTCO WHOLESALE CORP /NEW (COST) reported that Executive Vice President Teresa A. Jones received a grant related to 4,129 shares of common stock on September 10, 2026, tied to performance-based awards initially granted on October 22, 2025 for fiscal 2026. The earned awards vest 20% on the first anniversary of the original grant date and 20% in each of the next four years, subject to continued employment, with potential accelerated vesting under the 2019 Incentive Plan. On the same date, 1,458.535 shares of common stock were delivered or withheld at $902.38 per share for payment of exercise price or tax liability. No Rule 10b5-1 trading plan is reported.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Jones Teresa A.

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	1,458.535	$902.38	$1.32M

Holdings After Transaction: Common Stock — 6,598.269 shares (Direct)

Footnotes (2)

1. 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.
2. F2. Not applicable. Grant of Restricted Stock Units.

Key Figures

Earned award shares: 4,129 shares Shares delivered or withheld: 1,458.535 shares Share price for payment: $902.38 per share +2 more

5 metrics

Earned award shares 4,129 shares Performance-based award for Teresa A. Jones earned as of September 10, 2026

Shares delivered or withheld 1,458.535 shares Common stock delivered or withheld for payment of exercise price or tax liability on September 10, 2026

Share price for payment $902.38 per share Price used for the 1,458.535 shares delivered or withheld on September 10, 2026

Initial grant date October 22, 2025 Original grant date of the performance-based Restricted Stock Units

Vesting schedule 20% per year over 5 years Earned awards vest 20% at first anniversary and 20% each year for four additional years

Key Terms

Restricted Stock Units, exercise price or tax liability, accelerated vesting, 2019 Incentive Plan

4 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.

exercise price or tax liability financial

"Payment of exercise price or tax liability by delivering or withholding securities"

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"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider equity award did COST (Costco) disclose for Teresa A. Jones?

Costco disclosed that Executive Vice President Teresa A. Jones earned a performance-based equity award relating to 4,129 shares of common stock on September 10, 2026, from a grant initially made on October 22, 2025, subject to fiscal 2026 performance conditions.

What shares were withheld in the COST Form 4 for Teresa A. Jones?

On September 10, 2026, 1,458.535 shares of Costco common stock were delivered or withheld at $902.38 per share for payment of exercise price or tax liability in connection with the equity award.

How do the 4,129 Costco shares granted to Teresa A. Jones vest?

The earned awards vest 20% on the first anniversary of the October 22, 2025 grant date, and an additional 20% vests over each of the following four years, conditioned on continued employment with the company.

Are there accelerated vesting provisions for Teresa A. Jones’s COST award?

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 regular vesting schedule.

Was a Rule 10b5-1 trading plan involved in this COST insider transaction?

No. The filing indicates that no Rule 10b5-1 trading plan was affirmed for the transactions reported for Executive Vice President Teresa A. Jones.

What type of equity instrument underlies the 4,129 Costco shares for Teresa A. Jones?

A footnote explains the transaction relates to a grant of Restricted Stock Units originally made on October 22, 2025, which became earned based on fiscal 2026 performance conditions.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 09/14/2026 - 05:22 PM Accepted by SEC EDGAR 09/14/2026 - 05:22 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Jones Teresa A.

(Last) (First) (Middle)

999 LAKE DRIVE

(Street)

ISSAQUAH WASHINGTON 98027

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
COSTCO WHOLESALE CORP /NEW [ COST ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Executive Vice President

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
09/10/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	09/10/2026		A		4,129(1)	A	$0(2)	8,056.804	D
Common Stock	09/10/2026		F		1,458.535	D	$902.38	6,598.269	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. 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.

2. Not applicable. Grant of Restricted Stock Units.

	/s/ Alejandro Torres, Attorney-in-Fact	09/14/2026
	** 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 4 (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.
* Form 4: SEC 1474 (03-26)