Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | COST | Common Stock | Gift | $0 | -60 | -0.03% | $0.00 | 206K | Jul 19, 2024 | Direct | |
holding | COST | Common Stock | 96.7K | Jul 19, 2024 | By GRAT I | F1 | |||||
holding | COST | Common Stock | 16.7K | Jul 19, 2024 | By GRAT II | F2 | |||||
holding | COST | Common Stock | 16.7K | Jul 19, 2024 | By GRAT III | F3 | |||||
holding | COST | Common Stock | 10K | Jul 19, 2024 | By GRAT IV | F4 | |||||
holding | COST | Common Stock | 10K | Jul 19, 2024 | By GRAT V | F5 |
Id | Content |
---|---|
F1 | On July 18, 2024, 29,500 shares of Costco common stock were distributed to the reporting person in payment of an annuity from a grantor retained annuity trust (GRAT I) of which he is the sole grantor, trustee and annuity beneficiary. |
F2 | On July 18, 2024, 3,350 shares of Costco common stock were distributed to the reporting person in payment of an annuity from a grantor retained annuity trust (GRAT II) of which he is the sole grantor, trustee and annuity beneficiary. |
F3 | On July 18, 2024, 3,350 shares of Costco common stock were distributed to the reporting person in payment of an annuity from a grantor retained annuity trust (GRAT III) of which he is the sole grantor, trustee and annuity beneficiary. |
F4 | On July 18, 2024, the reporting person contributed 10,000 shares of Costco common stock to a grantor retained annuity trust (GRAT IV) of which he is the sole grantor, trustee and annuity beneficiary. |
F5 | On July 18, 2024, the reporting person contributed 10,000 shares of Costco common stock to a grantor retained annuity trust (GRAT V) of which he is the sole grantor, trustee and annuity beneficiary. |