CSX CSX CORP Insider Trading

CSX CFO Kevin Boone sold 136.7K shares for $6.4M; retains 208.6K non-derivative shares plus 123,254 derivative holdings

Kevin S. Boone, EVP & CFO, sold 136,708 shares of CSX at $46.70 on 2026-06-03, reducing non-derivative holdings from 345,330 to 208,622 shares—a -39.6% reduction in that portion of his stake. While this represents a substantial non-derivative sale, the insider retains 123,254 shares in derivative form (options), indicating continued exposure to the company. Across his cross-ticker track record, Boone's 2 prior sells averaged -1.6% 90-day return with a 100.00% well-timed rate, suggesting historical precision in sale timing; however, at CSX specifically, his prior October 2025 sell showed -1.6% 90-day performance. The stock currently trades at $46.99, only -0.6% from its 52-week high of $47.25, and has gained 17.6% over the past 90 days—a period that included Boone's last CSX transaction.

CSX CEO Stephen F. Angel purchases 25,000 shares at $40.27; holdings rise to 146,540 shares (+20.6%)

President & CEO Stephen F. Angel purchased 25,000 shares of CSX at $40.27 on 2026-03-06, increasing his total holdings to 146,540 shares from 121,540 shares (+20.6%). The transaction occurred near the upper end of the 52-week range ($26.69–$43.17), with the stock currently trading at $39.95, 7.5% below the 52-week high. His prior buy at this ticker on 2025-10-20 produced a 90-day return of -1.7%, and his cross-ticker buy history shows an average 90-day return of -7.9% with no gains recorded in prior buy attempts, suggesting limited timing accuracy. CSX fundamentals show revenue contraction of 3.1% year-over-year despite a market capitalization of $74.3B and a P/E of 31.96, raising questions about execution in a declining revenue environment.

EVP Sorfleet sold 90,000 CSX shares at $41.56 on 2026-02-19; timing follows strong recent momentum (+15.8% 30d, +23.4% 90d)

Sorfleet Diana B (EVP & CAO) sold 90,000 shares (90.0K shares) representing a significant 35.2% reduction in her CSX holdings, leaving 165,613 shares (165.6K shares). The sale occurred at $42.31, near the 52-week high, after the stock posted strong momentum of +15.8% over 30 days and +23.4% over 90 days. Across her cross-ticker history, Sorfleet's prior sells have been well-timed 100.00% of the time at the 90-day mark; however, her most recent CSX-specific sale on 2026-01-28 does not yet have measurable outcomes. The broader context shows CSX trading at elevated valuation (P/E 33.85) amid slightly negative annual revenue growth of -3.1%, which may warrant investor attention to whether this sale reflects a reassessment of near-term positioning at full valuations.

EVP Fortune Stephen sold 31.5K CSX shares ($1.2M) at $38.65; post-sale holdings: 82.0K shares

Fortune Stephen, EVP of Corporate Development & Treasury Operations, executed a single sale of 31,456 shares on 2026-02-03 at $38.65, reducing his holdings by 27.7% from 113,490 to 82,034 shares. The sale occurred near the 52-week high of $39.85, with the stock up 11.0% over 30 days and 13.3% over 90 days, suggesting the sale took place in a period of recent price strength. At a market cap of $74.2B and P/E of 25.54, CSX trades at a valuation premium typical of large-cap industrials. The reduction in holdings is material in absolute terms but without visibility into the filer's broader portfolio context, personal liquidity needs, or prior trading patterns at CSX, the transaction cannot be definitively characterized as confidence-related or driven by concerns about valuation or execution.

EVP Sorfleet sells 66,667 CSX shares at $37.48; holds 170,777 post-sale (-28.1%)

Sorfleet Diana B, EVP & CAO, executed an open-market sale of 66,667 shares at $37.48, reducing her stake by 28.1% from 237,444 to 170,777 shares and generating $2,498,679.16. The sale occurred near the 52-week high of $37.87, with the stock currently trading at $37.87 and up 4.0% over 30 days. CSX trades at a P/E of 24.28 on $3.6B quarterly revenue and $694.0M net income, with flat annual growth (-0.8%). While this represents a material reduction in her position, the sale occurred at strong recent price momentum and near peak valuations; her prior cross-ticker sell history is minimal (1 prior open-market sell), offering limited pattern context for assessing timing consistency at CSX specifically.

EVP & CCO Boone Kevin S. sold 31,053 shares of CSX at $36.09, reducing stake by 13.6% to 197,521 shares.

Kevin S. Boone, EVP & Chief Compliance Officer, sold 31,053 shares (13.6% of his pre-transaction holdings) at $36.09 on 2025-10-22, raising $1,120,702.77. The sale occurred when CSX traded near its 52-week high of $36.88 and the stock had appreciated 6.8% over the prior 30 days. Boone's cross-ticker track record shows only 1 prior sell, limiting ability to assess whether this represents a pattern of well-timed exits. At a P/E of 23.16 and with the company posting $694.0M in net income on $3.6B quarterly revenue, the sale does not occur against a backdrop of material operational deterioration.

SVP & CLO Burns sells 24,249 shares at $36.76; retains 51,640 shares post-transaction

Michael S. Burns, SVP – Chief Legal Officer and Corporate Secretary, sold 24,249 shares of CSX at $36.76 on 2025-10-20 for a total value of $891,393.24, reducing his holdings by 32.0% from 75,889 to 51,640 shares. The sale occurred near the 52-week high of $36.88, within 2.6% of the peak, while the stock is up 8.2% over the prior 30 days and 2.6% over 90 days. CSX is trading at a P/E of 23.03 with annual revenue growth of -0.8%, suggesting modest operational headwinds despite the recent near-term price strength. Burns retains a substantial equity position of 51,640 shares post-transaction, indicating continued material stake alignment with shareholders.

CSX President & CEO ANGEL STEPHEN F bought 55,000 shares ($2.0M) on 2025-10-20, raising stake to 58.2K shares (+1700.7% from prior 3.2K)

ANGEL STEPHEN F purchased 55,000 shares at $36.87, a price within 3.1% of the 52-week high ($36.88) and notably above the current price of $35.73. The transaction represents a substantial increase in personal stake (net change: +1700.7% vs pre-transaction holdings), shifting the CEO from minimal ownership (3,234 shares) to meaningful ownership (58,234 shares post-transaction). The timing occurs in a 30-day period where CSX shares have risen 8.3%, though the company's annual revenue growth is flat (-0.8%), and the stock trades at a P/E of 22.90 against a market cap of $66.5B. While this constitutes a significant capital commitment ($2,027,850.00) by the CEO, the purchase at near-peak pricing and the absence of a well-developed same-ticker historical pattern limit ability to assess whether the timing reflects opportunistic entry or scheduled execution.

CSX EVP & CLO Nathan Goldman sells 118,588 shares for $4,197,315.20 in two transactions on 2024-11-18 at $35.40 and $35.39; reduces holdings 36.9%

Nathan Goldman, EVP & Chief Legal Officer at CSX, executed two separate sales totaling 118.6K shares for $4.2M on 2024-11-18, reducing his holdings from 321.6K to 203.0K shares (a 36.9% reduction). The sales occurred at a blended average price of $35.39, which is 2.4% above the current price of $34.57 and near the 52-week range mid-point given the stock's 52-week band of $31.33–$38.38. Goldman's cross-ticker track record shows 1 prior sell with a 90d well-timed rate of 100.00%, and his prior CSX sale on 2024-02-20 delivered a 90d return of -8.8%, meeting the sell-timing criterion. The scale of this disposition—nearly 37% of prior holdings in a single filing—alongside a fundamentally sound company (P/E 18.39, $894.0M net income on $3.6B quarterly revenue) suggests a portfolio-level event rather than a signal rooted in company-specific deterioration.