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Costco (COST) EVP Teresa A. Jones donates 300 shares in Form 4 filing

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Costco Wholesale Corporation Executive Vice President Teresa A. Jones reported a charitable stock gift. On January 27, 2026, she transferred 300 shares of Costco common stock as a gift coded "G" at a reported price of $0 per share to a charitable donor advised fund.

Following this transaction, Jones reported beneficial ownership of 3,927.804 shares of Costco common stock held directly. The filing reflects a personal charitable donation rather than an open‑market sale or purchase.

Positive

  • None.

Negative

  • None.
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 WA 98027

(City) (State) (Zip)
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
3. Date of Earliest Transaction (Month/Day/Year)
01/27/2026
4. 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 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 01/27/2026 G(1) 300 D $0 3,927.804 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. Gift to a charitable donor advised fund.
/s/ John Sullivan, Attorney-in-Fact 01/28/2026
** 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.

FAQ

What insider transaction did Costco (COST) report for Teresa A. Jones?

Costco Executive Vice President Teresa A. Jones reported a gift of 300 shares of common stock. The Form 4 shows a transaction coded “G” on January 27, 2026, representing a charitable transfer rather than a market sale or purchase.

How many Costco (COST) shares did Teresa A. Jones gift and to whom?

Teresa A. Jones gifted 300 shares of Costco common stock. A footnote explains the transaction was a gift to a charitable donor advised fund, indicating a philanthropic transfer instead of a commercial stock transaction in the open market.

What is Teresa A. Jones’s Costco (COST) shareholding after the reported gift?

After the 300-share gift, Teresa A. Jones reported beneficial ownership of 3,927.804 Costco common shares. The filing indicates these shares are held directly, reflecting her remaining reported stake following the charitable donation on January 27, 2026.

How was the Costco (COST) insider gift transaction priced on the Form 4?

The 300-share gift by Teresa A. Jones was reported at a price of $0 per share. This pricing is consistent with a non-sale charitable transfer, where no purchase or sale consideration is exchanged in the market for the donated stock.

What role does Teresa A. Jones hold at Costco (COST) in this Form 4 filing?

In the filing, Teresa A. Jones is identified as an officer of Costco, serving as Executive Vice President. Her role is disclosed in the relationship section, clarifying that the reported stock gift comes from a senior member of Costco’s executive leadership team.
Costco Whsl Corp

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ISSAQUAH