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Public ownership evidence

CSX Corporation (CSX) Ownership Disclosures

Read CSX insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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2026-11-042026-11-02ANGEL STEPHEN FA175Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-11-02 and its public availability date is 2026-11-04. Subtracting those calendar dates gives 2 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code A: a award. An award is an acquisition but is not an open-market purchase. A purchase-following rule must not count it as code P.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0001193125-26-447284 ↗SEC 0001193125-26-436168 ↗SEC 0001193125-26-414117 ↗

Recent Form 4 activity

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2026-11-042026-11-02ANGEL STEPHEN FA175Not reported
2026-10-282026-10-26ZILLMER JOHN JS19,500Not reported
2026-10-052026-10-01ANGEL STEPHEN FA194Not reported
2026-09-172026-09-15WHISLER J STEVENA771Not reported
2026-09-032026-09-01ANGEL STEPHEN FA185Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-29247$11,740None
Cornerstone Financial Management LLC2026-03-312026-08-2992$3,777None
Cornerstone Financial Management LLC2025-12-312026-08-2979$2,864None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2999,748$2,935,579None
Advisors Asset Management, Inc.2021-12-312026-08-2814,408$541,741None
Advisors Asset Management, Inc.2022-12-312026-08-2815,514$480,624None
Advisors Asset Management, Inc.2022-06-302026-08-2815,104$439,000None
Advisors Asset Management, Inc.2021-09-302026-08-28452$13,000None
Corient Private Wealth LP2026-06-302026-08-28491,678$23,369,465None
Corient Private Wealth LP2026-06-302026-08-2832,755$1,556,832None
VELA Investment Management, LLC2026-06-302026-08-2820,000$950,600Put
VELA Investment Management, LLC2026-06-302026-08-28165,693$7,875,388None
VELA Investment Management, LLC2026-03-312026-08-2820,000$821,000Put
VELA Investment Management, LLC2026-03-312026-08-28182,572$7,494,581None
VELA Investment Management, LLC2025-12-312026-08-28191,927$6,957,354None
Legacy Edge Advisors, LLC2025-09-302026-08-278,259$293,277None
HORAN Wealth, LLC2026-06-302026-08-2729,302$1,392,716None
Principia Wealth Advisory, LLC2026-06-302026-08-27216$10,266None
Principia Wealth Advisory, LLC2026-03-312026-08-27133$5,460None
Advisors Asset Management, Inc.2024-03-312026-08-275,283$195,841None
Advisors Asset Management, Inc.2025-03-312026-08-274,669$137,409None
Advisors Asset Management, Inc.2022-09-302026-08-2714,604$389,000None
Advisors Asset Management, Inc.2022-03-312026-08-2715,451$578,640None
Advisors Asset Management, Inc.2023-06-302026-08-272,125$72,463None
Advisors Asset Management, Inc.2023-09-302026-08-271,393$42,835None
Advisors Asset Management, Inc.2023-03-312026-08-2712,820$383,831None
Advisors Asset Management, Inc.2021-06-302026-08-27201$6,000None
Advisors Asset Management, Inc.2023-12-312026-08-27775$26,869None
Dakota Wealth Management2025-09-302026-08-277,488$265,903None
Dakota Wealth Management2025-12-312026-08-2712,036$436,321None
Dakota Wealth Management2026-03-312026-08-2716,714$686,098None
Kirkwood Financial Services2026-06-302026-08-265,095$242,185None
CYBER HORNET ETFs LLC2026-06-302026-08-255,065$240,739None
Strategic Financial Services, Inc.2026-06-302026-08-2511,606$551,633None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-252,861,154$135,990,650None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25135,990,650$2,861,154,000None
Bernard Wealth Management Corp.2026-06-302026-08-222,286$108,654None
Advisors Asset Management, Inc.2024-09-302026-08-229,163$316,398None
Advisors Asset Management, Inc.2024-06-302026-08-229,225$308,576None
Advisors Asset Management, Inc.2024-12-312026-08-229,160$295,593None
Assenagon Asset Management S.A.2026-06-302026-08-2262,354$2,963,686None
HARVEY CAPITAL MANAGEMENT INC2026-06-302026-08-225,000$237,650None
Harvest Fund Management Co., Ltd2026-06-302026-08-21138,096$6,561,000None
Rehmann Capital Advisory Group2026-06-302026-08-2131,709$1,507,116None
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-06-302026-08-2137,169$1,766,643None
Bullock Wealth Management Group2026-06-302026-08-201,659$80,165None
Financial Avengers, Inc.2026-06-302026-08-20349$16,576None
Kingsview Wealth Management, LLC2026-06-302026-08-2088,257$4,194,854None
Sustainable Insight Capital Management, LLC2026-06-302026-08-2024,557$1,167,194None
Archer Investment Corp2026-06-302026-08-20540$25,666None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.