Costco executive Teresa A. Jones sells 900 shares
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
4
Rhea-AI Filing Summary
Costco Wholesale Corp (COST) Executive Vice President Teresa A. Jones sold 900 common shares at $1,083.953 per share on November 11, 2026, and gave 200 shares to a charitable donor advised fund. No Rule 10b5-1 plan is reported for the sale.
Insider Trade Summary
Net Seller: 900 shares
Net Sell
2 txns
Insider
Jones Teresa A.
Role
Executive Vice President
Sold
900 shs ($976K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock | 900 | $1,083.953 | $976K |
| Gift | Common Stock F1 | 200 | $0.00 | $0.00 |
Holdings After Transaction:
Common Stock — 5,498.269 shares (Direct)
Footnotes (1)
- F1. Gift to a charitable donor advised fund.
Key Figures
Common shares sold: 900 shares
Sale price: $1,083.953 per share
Common shares gifted: 200 shares
3 metrics
Common shares sold
900 shares
Teresa A. Jones's sale on November 11, 2026
Sale price
$1,083.953 per share
Teresa A. Jones's sale on November 11, 2026
Common shares gifted
200 shares
Gift to a charitable donor advised fund on November 11, 2026
Key Terms
Rule 10b5-1 plan, donor advised fund
2 terms
Rule 10b5-1 plan regulatory
"No Rule 10b5-1 plan is reported for the sale."
A Rule 10b5-1 plan is a prearranged, written schedule that lets corporate insiders buy or sell company stock at set times or amounts, even if they later learn material nonpublic information. Think of it like setting an automatic thermostat for trades: it creates a clear record that trades were planned in advance, reducing the risk of insider-trading accusations and helping investors trust that insider transactions are routine rather than based on secret information.
donor advised fund financial
"gift to a charitable donor advised fund"
A donor advised fund is a charitable savings account you fund with cash or assets (including stocks) that lets you take an immediate tax benefit while recommending when and which charities receive grants over time. Think of it like a dedicated piggy bank for giving: you get tax relief when you put money in, can avoid selling appreciated securities and triggering capital gains, and still control the timing and recipients of donations, which affects tax planning, portfolio decisions, and public giving signals.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
AI-generated analysis. How Rhea-AI works. Not financial advice.