Every Form 4 that CSX Corporation (CSX) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow CSX and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CSX filings page.
CSX reported that EVP & COO Michael A. Cory had 12,611 shares of common stock withheld on September 25, 2026, to satisfy a tax obligation. The reported transaction price was $46.78 per share, and he held 85,150 shares directly afterward. No Rule 10b5-1 plan is reported for the transaction. The post-transaction holdings include 1,394 shares acquired through reinvestment of dividends since September 25, 2023, the restricted stock unit grant date, and 376 shares acquired under the CSX Employee Stock Purchase Plan on June 30, 2026.
CSX CORP (symbol: CSX) is the issuer of record for a Form 4 filing submitted to the SEC. WHISLER J STEVEN reported acquisition or exercise transactions in this Form 4 filing.
CSX CORP director J. Steven Whisler reported an award of 771 shares of CSX common stock on September 15, 2026, as exempt payment of director’s fees and/or annual retainer under the 2019 CSX Stock and Incentive Award Plan. The shares are held indirectly in the CSX Directors Deferred Compensation Plan, bringing his indirect holdings there to 98,377 shares, while he also holds 126,354 shares directly. The filing states no Rule 10b5-1 trading plan.
CSX CORP (symbol: CSX) is the issuer of record for a Form 4 filing submitted to the SEC. ANGEL STEPHEN F reported acquisition or exercise transactions in this Form 4 filing.
CSX CORP (CSX) reported that President & CEO Stephen F. Angel received an award of 185 units of Phantom Stock on September 1, 2026. These units, held indirectly through the CSX Executive Deferred Compensation Plan, now total 2,387 units and are economically equivalent to CSX common shares but are payable in cash.
ANGEL STEPHEN F reported acquisition or exercise transactions in this Form 4 filing.
CSX CORP President & CEO Stephen F. Angel reported a grant of 181.0000 units of Phantom Stock on 2026-08-03 at $49.8300 per unit. These units are held indirectly through the CSX Executive Deferred Compensation Plan, are economically equivalent to common stock, payable in cash per his distribution election, and increase his reported phantom stock balance to 2202.0000 units.
CSX CORP executive Angela C. Williams, VP & Chief Accounting Officer, reported selling 30,000 shares of Common Stock on July 24, 2026 at a weighted average price of $53.29 per share in multiple transactions between $53.28 and $53.31. After the sale, she directly holds 10,437 shares, including 66 shares acquired under the CSX Employee Stock Purchase Plan on June 30, 2026, and indirectly holds 9,532 equivalent shares through the CSX Corporation Savings Thrift Plan’s CSX Stock Fund, which fluctuates with the fund’s net asset value.
CSX Corp executive Michael S. Burns, SVP – CLO & Corporate Secretary, exercised stock options for 13,000 shares of common stock at an exercise price of $26.50 per share and on the same date reported a sale of 13,000 shares at a weighted average price of $52.68 per share, with individual sale prices ranging from $52.67 to $52.71. Following the option exercise, 10,457 options from this grant remain outstanding, and Burns also has 1,818 equivalent shares held indirectly through the CSX Corporation Savings Thrift Plan; his reported holdings include 662 shares acquired under the CSX Employee Stock Purchase Plan on June 30, 2026.
CSX Corporation President & CEO Stephen F. Angel reported an acquisition of phantom stock units through a deferred compensation plan. On the transaction date, 187 units of phantom stock, economically equivalent to common shares, were credited at $48.33 per unit.
Following this grant, Angel’s account under the CSX Executive Deferred Compensation Plan held 2,021 phantom stock units. Footnotes also indicate an additional 4.82 units were acquired in connection with a June 15, 2026 dividend paid at $47.39 per share, with all units payable in cash according to his prior distribution election.
CSX CORP director J Steven Whisler reported stock-based compensation rather than an open‑market trade. On June 15, 2026, he received 791 shares of CSX common stock at $47.39 per share as exempt payment of director’s fees under the 2019 CSX Stock and Incentive Award Plan.
These shares are held indirectly through the CSX Directors Deferred Compensation Plan and are payable after he ceases to be a director or according to his deferral election. After this award, one reported indirect balance totals 97,326 shares, while a separate direct holding line shows 126,354 shares. One of the reported balances includes 606 shares acquired via dividend reinvestment since March 13, 2026.
CSX CORP EVP & CFO Kevin S. Boone reported an exercise-and-sale transaction in company stock. On June 3, 2026, he exercised options to acquire a total of 136,708 shares of CSX common stock at exercise prices of $22.70 and $23.48 per share. The same day, he sold 136,708 shares of common stock in open-market transactions at a weighted average price of $46.70, with individual sale prices ranging from $46.66 to $46.74. Following these transactions, Boone directly holds 208,622 shares of CSX common stock, along with additional indirect holdings through a spouse’s IRA and the CSX Corporation 401(k) plan.
CSX CORP director John J. Zillmer sold 10,000 shares of CSX common stock in an open-market transaction on June 3, 2026. The shares were sold at a weighted average price of $46.45, with individual sale prices ranging from $46.43 to $46.50. After this sale, Zillmer directly holds 353,714 CSX shares, indicating he retained a substantial equity position in the company.
ANGEL STEPHEN F reported acquisition or exercise transactions in this Form 4 filing.
CSX CORP President & CEO Stephen F. Angel received an award of 197 units of phantom stock under the CSX Executive Deferred Compensation Plan. Each phantom stock unit is economically equivalent to one share of CSX common stock and will be settled in cash according to his prior distribution election.
These holdings are reported as indirect, held by the plan trustee, and bring his total phantom stock balance in this plan to 1,829 units. This is a compensation-related, non‑market transaction rather than an open‑market stock purchase.
ANGEL STEPHEN F reported acquisition or exercise transactions in this Form 4 filing.
CSX CORP President & CEO Stephen F. Angel reported a compensation-related transaction involving phantom stock tied to CSX common shares. He received an award of 200 units of phantom stock at an indicated value of $45.09 per unit, credited under the CSX Executive Deferred Compensation Plan.
Each phantom stock unit is economically equivalent to one share of CSX common stock but is payable in cash, according to the distribution election made at the time of deferral. Following this grant, his indirect holdings in this phantom stock account total 1,632 units, all held through the CSX Corporation Executive Deferred Compensation Plan trustee.
CSX CORP President & CEO Stephen F. Angel reported an acquisition of phantom stock units through a company deferred compensation plan. On April 1, 2026, he received a grant of 218 units of phantom stock at a reference price of $41.44 per unit, held indirectly in the CSX Executive Deferred Compensation Plan.
Each phantom stock unit is the economic equivalent of one share of CSX common stock and will be settled in cash according to his prior distribution election. After this award, his plan account holds 1,432 phantom stock units, which includes 3.57 units credited in connection with a March 13, 2026 dividend at $37.18 per share.
WHISLER J STEVEN reported acquisition or exercise transactions in this Form 4 filing.
CSX CORP director J. Steven Whisler received an award of 954 shares of Common Stock valued at $39.30 per share. The shares were issued as payment of director fees and/or the annual retainer under the 2019 CSX Stock and Incentive Award Plan and credited to the CSX Directors Deferred Compensation Plan. Following this award, Whisler holds 95,929 shares indirectly through the plan and 126,354 shares directly.
CSX Corporation President & CEO Stephen F. Angel reported an open‑market purchase of company stock. On the reported date, he bought 25,000 shares of CSX common stock at a weighted average price of $40.27 per share, increasing his directly held stake to 146,540 shares.
The filing also notes indirect ownership of 2,115 equivalent shares through the CSX Corporation 401(k) savings plan, where amounts fluctuate with the plan’s CSX Stock Fund net asset value.
ANGEL STEPHEN F reported acquisition or exercise transactions in this Form 4 filing.
CSX Corp reported that President and CEO Stephen F. Angel had 209 units of phantom stock credited on March 2, 2026 under the CSX Executive Deferred Compensation Plan. Each unit is economically equivalent to one CSX share and will be paid in cash according to his prior distribution election, bringing his indirect phantom stock balance in this plan to 1,211 units held by the plan trustee.
CSX Corp director John J. Zillmer reported a charitable gift of company stock. On the reported date, he transferred 5,850 shares of CSX common stock as a bona fide gift to a charitable foundation at a recorded price of $0.00 per share. After this donation, he directly owned 363,714 CSX shares.
CSX Corporation director David M. Moffett reported an indirect acquisition of 4,455 shares of CSX common stock on February 26, 2026 as a grant of director fees in stock under the 2019 CSX Stock and Incentive Award Plan. The shares are held in the CSX Directors Deferred Compensation Plan, bringing his reported indirect holdings there to 70,568 shares, including shares previously acquired through dividend reinvestment.
CSX Corp director John J. Zillmer reported stock grants that increased his direct holdings. On February 26, 2026, he acquired 4,455 and 5,862 shares of CSX common stock as exempt payments of director and non-executive chair retainers under the 2019 CSX Stock and Incentive Award Plan.
After these grants, Zillmer directly owned 369,564 CSX common shares, reflecting compensation paid in stock rather than cash.
Hilal Paul C reported acquisition or exercise transactions in this Form 4 filing.
CSX Corp director Paul C. Hilal reported an equity award of 4,455 shares of CSX common stock. The shares were granted on February 26, 2026 as exempt payment of director fees and/or annual retainer under the 2019 CSX Stock and Incentive Award Plan, at a stated price of $0.00 per share.
Following this grant, Hilal directly holds 22,739 common shares. Entities he ultimately controls hold an additional 1,454,098 shares indirectly; he may be deemed a beneficial owner for regulatory purposes but expressly disclaims beneficial ownership except for any pecuniary interest.
CSX Corp reported that Angela C. Williams, its Vice President and Chief Accounting Officer, received new equity awards. She was granted options on 9,352 shares at an exercise price of $0.00 and an award of 1,876 shares of common stock on February 26, 2026.
Both the restricted stock units and the options were awarded under the CSX Corporation 2026-2028 Long-Term Incentive Plan and vest in three equal installments on February 26, 2027, February 26, 2028, and February 26, 2029. The filing also notes indirect ownership of common stock through the CSX Corporation 401(k) and Savings Thrift plans.
Kenney Maryclare T. reported acquisition or exercise transactions in this Form 4 filing.
CSX Corp senior executive Maryclare T. Kenney reported new equity awards. On February 26, 2026, she was granted options on 46,759 shares and 9,379 shares of common stock under the CSX Corporation 2026-2028 Long-Term Incentive Plan.
The restricted stock units and options vest in three equal installments on February 26, 2027, February 26, 2028 and February 26, 2029. The filing also lists indirect holdings through the CSX Corporation 401(k) plan and a joint revocable trust.
Fortune Stephen reported acquisition or exercise transactions in this Form 4 filing.
CSX CORP executive Stephen Fortune, EVP - CD & TO, reported equity awards under the company’s 2026-2028 Long-Term Incentive Plan. On February 26, 2026, he received 54,357 options and 10,903 shares of common stock in the form of restricted stock units.
The options and restricted stock units each vest in three equal installments on February 26, 2027, February 26, 2028, and February 26, 2029, encouraging longer-term alignment between the executive and shareholders.
Cory Michael A. reported acquisition or exercise transactions in this Form 4 filing.
CSX Corp EVP & COO Cory Michael A. reported equity awards on February 26, 2026. He was granted options on 75,982 shares and 15,241 restricted stock units under the CSX Corporation 2026-2028 Long-Term Incentive Plan.
The restricted stock units and options each vest in three equal installments on February 26 of 2027, 2028, and 2029, aligning his compensation with CSX’s multi-year performance.
CHAND M RIZWAN reported acquisition or exercise transactions in this Form 4 filing.
CSX Corporation reported that Chief Human Resources Officer Rizwan M. Chand received new long-term equity awards. On February 26, 2026, he was granted 58,448 options and 11,724 restricted stock units under the CSX Corporation 2026–2028 Long-Term Incentive Plan. Both the options and restricted stock units vest in three equal installments on February 26, 2027, February 26, 2028, and February 26, 2029, tying his compensation to the company’s multi-year performance.
CSX CORP senior vice president and chief legal officer Michael S. Burns received new equity awards as part of the company’s 2026–2028 Long-Term Incentive Plan. He was granted options on 40,914 shares at an exercise price of $0.00 per share and 8,207 shares of common stock at no cost, both reported as direct ownership.
The footnotes state that the options and restricted stock units vest in three equal installments on February 26, 2027, February 26, 2028, and February 26, 2029. The filing also reports indirect ownership of 1,810 equivalent common shares through the CSX Corporation Savings Thrift Plan’s CSX Stock Fund, where values fluctuate with the fund’s daily net asset value.
CSX CORP executive Kevin S. Boone received new equity awards as part of long-term compensation. On February 26, 2026, the EVP & CFO was granted options on 75,982 shares at an exercise price of $0.00 and an award of 15,241 shares of common stock.
The common stock is described as restricted stock units granted under the CSX Corporation 2026-2028 Long-Term Incentive Plan, vesting in three equal installments on February 26, 2027, 2028, and 2029. The options were also granted under the same plan and vest on the same schedule. Following these awards, Boone directly holds 20,8622 shares of common stock and 75,982 options, and indirectly holds additional shares through a CSX Corporation 401(k) plan and a spouse’s IRA.
CSX President & CEO Stephen F. Angel reported new equity awards. On February 26, 2026 he acquired 63,306 shares of common stock as restricted stock units granted at no cash cost, and 315,618 stock options, both under the CSX Corporation 2026–2028 Long-Term Incentive Plan.
The restricted units and options vest in three equal installments on February 26, 2027, February 26, 2028, and February 26, 2029, aligning compensation with multi‑year performance. He also has 1,765 common shares held indirectly through the CSX Corporation 401(k) savings and thrift plan.
Bostick Thomas reported acquisition or exercise transactions in this Form 4 filing.
CSX Corp director Thomas Bostick reported an award of 4,455 shares of Common Stock on February 26, 2026, received as payment of director fees and/or annual retainer in stock under the 2019 CSX Stock and Incentive Award Plan. These shares are held indirectly through the CSX Directors Deferred Compensation Plan and are payable after he ceases to be a director or according to his deferral election. Following this award, he indirectly holds 26,317 shares through the plan and directly holds 5,730 shares, which include 344 shares accumulated from dividend reinvestment since February 14, 2025.
CSX CORP director Suzanne M. Vautrinot reported an acquisition of 4,455 shares of common stock through a grant of director compensation. The award represents exempt payment of director fees and/or annual retainer in CSX stock under the 2019 CSX Stock and Incentive Award Plan. The shares are held indirectly in the CSX Directors Deferred Compensation Plan, with payment generally deferred until she leaves the board or as elected. Following this award and dividend reinvestments, her indirect holdings in this plan total 39,702 shares.
CSX Corporation director J. Steven Whisler reported an award of 4,455 shares of CSX common stock on February 26, 2026. The shares were an exempt payment of director fees and/or annual retainer in the form of stock under the 2019 CSX Stock and Incentive Award Plan and are held indirectly through the CSX Corporation Directors Deferred Compensation Plan. Following this grant, he indirectly holds 94,975 shares under the plan, and directly holds 126,354 shares, which include 309 shares acquired through dividend reinvestment since December 15, 2025.
CSX Corp director Linda H. Riefler reported an award of 4,455 shares of CSX common stock as compensation, classified as a grant or other acquisition. The shares were received as an exempt payment of director fees and/or annual retainer in CSX stock under the 2019 CSX Stock and Incentive Award Plan and are held indirectly through the CSX Directors Deferred Compensation Plan.
After this award and related activity, indirect holdings through the directors’ deferred compensation plan total 32,450 shares, which include 440 shares acquired via dividend reinvestment since February 14, 2025. Riefler also reports 42,869 shares held directly and 6,750 shares held indirectly through a spouse’s 401(k) account.
Begeman Ann D. reported acquisition or exercise transactions in this Form 4 filing.
CSX Corporation director Ann D. Begeman reported an equity award of 4,455 shares of CSX common stock on February 26, 2026. The shares were granted as payment of director fees and/or annual retainer in stock under the 2019 CSX Stock and Incentive Award Plan and credited to the CSX Corporation Directors Deferred Compensation Plan, where they are held indirectly for her benefit.
After this award, Begeman reported indirect holdings through the directors’ deferred compensation plan and a Self-Employed 401(k), as well as 5,694 shares held directly as of the same date.
CSX director Steven T. Halverson acquired 4,455 shares of CSX common stock on February 26, 2026 as an exempt payment of director fees and/or annual retainer in stock under the 2019 CSX Stock and Incentive Award Plan. The shares are held indirectly through the CSX Directors Deferred Compensation Plan, bringing his indirect holdings in this plan to 336,160 shares, including 5,214 shares gained from dividend reinvestment since February 14, 2025. These deferred shares are payable after he ceases to be a director or as specified in his deferral election.
CSX Corp director James L. Wainscott reported an acquisition of 4,455 shares of CSX common stock. The shares were granted with a reported price of $0.00 per share as an exempt payment of director’s fees and/or annual retainer in stock under the 2019 CSX Stock and Incentive Award Plan.
After this grant/award acquisition, Wainscott directly owns 41,272 shares of CSX common stock. This reflects compensation for board service taken in equity rather than cash.
CSX Corp director Anne H. Chow received an award of 4,455 shares of CSX common stock on February 26, 2026. The shares were granted as exempt payment of director fees and/or annual retainer under the 2019 CSX Stock and Incentive Award Plan and credited to the CSX Corporation Directors Deferred Compensation Plan, where they are held indirectly. After this award, Chow’s indirect holdings under the plan total 10,240 shares. She also holds 20 shares directly, which include 91 shares acquired through dividend reinvestment since February 14, 2025.
CHAND M RIZWAN reported acquisition or exercise transactions in this Form 4 filing.
CSX CORP reported that Chief Human Resources Officer Rizwan M. Chand received a grant of 93,541 stock options on February 23, 2026. The options were awarded under the 2019 CSX Stock and Incentive Award Plan and vest on February 23, 2029.
CSX Corporation executive Diana B. Sorfleet, EVP & CAO, reported multiple stock option exercises and a share sale. On February 19, 2026, she exercised options covering 13,344, 25,434 and 51,222 shares at exercise prices of $16.13, $17.94 and $22.70 per share, respectively, converting them into an equal number of CSX common shares.
That same day, she executed an open-market sale of 90,000 shares of CSX common stock at a weighted average price of $41.56 per share, with individual trades ranging from $41.48 to $41.70. After these transactions, Sorfleet directly owned 165,613 CSX common shares.
CSX Corporation VP & Chief Accounting Officer Angela C. Williams reported three tax-related share disposals of common stock on February 13, 2026. A total of 811 shares were withheld to cover tax obligations at $40.87 per share, classified as “payment of exercise price or tax liability by delivering securities.” After these transactions, she held 38,495 CSX common shares directly. She also had 9,418 equivalent shares held indirectly through the CSX Corporation Savings Thrift (401(k)) Plan, where a trustee holds assets and values fluctuate with the plan’s CSX Stock Fund.
CSX CORP executive Diana B. Sorfleet reported tax-related share dispositions of company stock. On February 13, 2026, she had three Form 4 transactions coded "F," each described as a tax-withholding disposition of CSX common stock at $40.87 per share.
The transactions withheld 2,010 shares, 1,711 shares, and 1,856 shares to satisfy tax obligations, rather than open-market sales. After these filings, she directly owned 165,613 CSX shares, and the footnotes note additional shares accumulated through dividend reinvestment on prior restricted stock unit awards.
CSX Corporation senior vice president and chief commercial officer Maryclare T. Kenney reported tax-related share dispositions. On February 13, 2026, she surrendered 294, 198, and 441 CSX common shares at $40.87 per share to satisfy tax obligations tied to equity awards.
After these transactions, she held 6,543 shares directly, plus indirect holdings of 3,429 shares through the CSX Corporation 401(k) Plan and 4,154 shares in a Joint Revocable Trust, which include shares accumulated via dividend reinvestment.
CSX CORP executive vice president Stephen Fortune reported tax-related share dispositions, not open-market sales. On February 13, 2026, he used CSX common stock to satisfy tax obligations in three separate transactions coded “F,” including 2,010 shares at $40.87 per share.
After these tax-withholding dispositions, Fortune directly owned 76,869 shares of CSX common stock, according to the filing. Footnotes clarify the transactions were specifically to cover tax liabilities and that his holdings also reflect shares accumulated through dividend reinvestment on prior restricted stock unit awards.
CSX CORP executive Cory Michael A., the company’s EVP & COO, reported three transactions in CSX common stock on February 13, 2026. Each was a tax-withholding disposition, using shares to cover tax obligations tied to equity compensation rather than open-market sales.
The dispositions involved 1,172, 1,296, and 1,406 shares, all valued at $40.87 per share. After these transactions, he continued to hold 80,750 CSX shares directly, which include additional shares acquired through automatic dividend reinvestment on prior restricted stock unit grants.
CSX Corp executive Michael S. Burns, SVP – CLO & Corporate Secretary, reported several tax-withholding dispositions of CSX common stock on February 13, 2026. Shares were withheld at $40.87 per share to satisfy tax obligations rather than sold in open-market trades.
After these transactions, Burns directly held 50,774 CSX common shares. He also indirectly held 1,773 equivalent shares through the CSX Corporation 401(k)/Savings Thrift Plan, whose value is tied to the daily net asset value of the CSX Stock Fund.
CSX Corporation EVP & CFO Kevin S. Boone reported tax-related share dispositions of common stock. On February 13, 2026, he completed three Form 4 code F transactions described as payment of tax obligations by delivering shares at $40.87 per share, rather than open-market sales. After these dispositions, he directly held 193,381 shares of CSX common stock. Indirect holdings included 1,753 shares through the CSX Corporation 401(k) plan and 1,500 shares held in his spouse’s IRA.
CSX Corp executive Stephen Fortune, EVP - CD & TO, reported an option exercise and share sale. On February 3, 2026, he exercised 31,456 options for CSX common stock at $31.67 per share, increasing his direct holdings to 113,490 shares.
On the same date, he sold 31,456 CSX common shares at a weighted average price of $38.65 per share, leaving him with 82,034 directly held shares. The option, originally exercisable at $31.67, was part of a grant vesting in three equal installments on February 15, 2024, 2025, and 2026.
CSX Corp President and CEO Stephen F. Angel reported an award of 235 units of phantom stock on February 2, 2026. The units, priced at $38.39 each for reporting purposes, are economically equivalent to CSX common shares.
After this grant, 1,002 phantom stock units are beneficially owned through an indirect interest in the CSX Executive Deferred Compensation Plan, where a trustee holds the units and future cash payments will follow Angel’s prior distribution elections.
CSX Corporation executive Diana B. Sorfleet, EVP & CAO, reported selling 66,667 shares of CSX common stock on January 28, 2026. The sale was executed at a weighted average price of $37.48 per share, with individual trades ranging from $37.44 to $37.57.
After this transaction, Sorfleet directly beneficially owns 170,777 shares of CSX common stock. The filing notes that detailed trade-by-trade pricing within the stated range is available upon request to CSX, its security holders, or the SEC staff.
CSX Corp executive vice president Stephen Fortune reported equity compensation activity involving company common stock. On January 23, 2026, he was awarded 2,298 shares at $0 per share under the 2023–2025 Long-Term Incentive Plan. On the same day, 1,026 shares were withheld at $36.64 per share to cover tax obligations.
After these transactions, Fortune directly beneficially owned 82,034 CSX shares. The holding total also reflects prior participation in the CSX Employee Stock Purchase Plan and a correction of earlier Forms 4 where certain holdings had been reported incorrectly.
CSX Corporation executive Diana B. Sorfleet, EVP & CAO, reported routine equity compensation activity. On January 23, 2026, she received 2,298 shares of CSX common stock at $0, awarded under the 2023–2025 Long-Term Incentive Plan.
On the same date, 1,026 shares were withheld at a price of $36.64 to satisfy tax obligations. After these transactions, she directly owned 237,444 CSX shares. The filing notes that her total beneficial ownership figure has been updated because certain shares were previously reported incorrectly on Forms 4 filed in February 2024, and that the total now includes 777 shares acquired through the CSX Employee Stock Purchase Plan on June 30, 2025.