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person · Reporting owner

Young Christopher David

Disclosed activity across 5 companies

Tapewire entity
11351
SEC CIK
0001647655

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
AMERICAN EXPRESS COAXP · Entity 2839DirectorSeptember 30, 2026October 03, 2026
MICROSOFT CORPMSFT · Entity 1016EVP, Business DevelopmentNovember 11, 2024November 12, 2024
QUALCOMM INC/DEQCOM · Entity 2852DirectorDecember 31, 2025January 05, 2026
Snap IncSNAP · Entity 3584DirectorJuly 19, 2020July 22, 2020
Vertex, Inc.VERX · Entity 4427Director · President and CEOFebruary 23, 2026February 25, 2026

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

AMERICAN EXPRESS CO

Report date September 30, 2026 · Filed October 03, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Share Equivalent UnitsSEC Table II · derivative / convertible securityDirect21,178.874 Reported balance After 2026-09-30 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-09-30 · Grant · Acquired 128.102 · Balance 21,178.874

F1: Each Share Equivalent Unit reflects the value of one common share.

F2: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director.

F3: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F4: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

Filing footnotes · ownership attribution and instrument terms

F1: Each Share Equivalent Unit reflects the value of one common share.

F2: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director.

F3: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F4: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

MICROSOFT CORP

Report date November 11, 2024 · Filed November 12, 2024

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect110,529.1439 Reported balance After 2024-11-11 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2024-11-11 · Tax withholding · Disposed 10,531.811 · Balance 110,529.1439

Common StockSEC Table I · non-derivativeDirect103,366.4644 Reported balance After 2024-11-12 transaction · row 2 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 2 · 2024-11-12 · Sale · Disposed 7,200 · Balance 103,366.4644

F1: This transaction was executed in multiple trades at prices ranging from $423.028 to $423.08. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares and prices at which the transactions were effected.

F2: Includes 37.3205 shares acquired on September 30, 2024, under the Microsoft Employee Stock Purchase Plan.

Common StockSEC Table I · non-derivativeIndirectBy Living Trust1,500 Reported balance Holding disclosure · report date 2024-11-11 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 1,500

Filing footnotes · ownership attribution and instrument terms

F1: This transaction was executed in multiple trades at prices ranging from $423.028 to $423.08. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares and prices at which the transactions were effected.

F2: Includes 37.3205 shares acquired on September 30, 2024, under the Microsoft Employee Stock Purchase Plan.

QUALCOMM INC/DE

Report date December 31, 2025 · Filed January 05, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect2,116.9619 Reported balance After 2025-12-31 transaction · row 1
1 source row

Row 1 · 2025-12-31 · Grant · Acquired 168 · Balance 2,116.9619

F1: Represents Deferred Stock Units (DSUs) issued in lieu of payment of cash retainer fees. Deferred Stock Units are 100% vested on the grant date. The units will be settled in shares of the Company's common stock (and partially in cash if election is made within 60 days of the date of grant) in accordance with the grant agreement on the earlier of (1) third anniversary of the date of grant, (2) death, (3) disability, or (4) a change in control. If an election is made to settle the units partially in cash, such partial cash settlement will be reported on a subsequent Form 4 (if applicable) as a disposition to the Issuer on the settlement date.

Filing footnotes · ownership attribution and instrument terms

F1: Represents Deferred Stock Units (DSUs) issued in lieu of payment of cash retainer fees. Deferred Stock Units are 100% vested on the grant date. The units will be settled in shares of the Company's common stock (and partially in cash if election is made within 60 days of the date of grant) in accordance with the grant agreement on the earlier of (1) third anniversary of the date of grant, (2) death, (3) disability, or (4) a change in control. If an election is made to settle the units partially in cash, such partial cash settlement will be reported on a subsequent Form 4 (if applicable) as a disposition to the Issuer on the settlement date.

Snap Inc

Report date July 19, 2020 · Filed July 22, 2020

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect89,324 Reported balance After 2020-07-19 transaction · row 1
1 source row

Row 1 · 2020-07-19 · Grant · Acquired 5,800 · Balance 89,324

F1: Represents shares issuable on settlement of restricted stock units ("RSUs") granted to the reporting person. Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock. 100% of the RSUs shall vest after the reporting person completes one year of continuous service from July 19, 2020. The RSUs will be subject to pro-rata acceleration upon the reporting person's discontinued service on the Issuer's board of directors and automatic full acceleration in the event of a change in control, as defined in the Issuer's 2017 Equity Incentive Plan. If the reporting person dies while in continuous service, 100% of the RSUs will be deemed fully vested immediately.

Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $24.24 · Expires 2030-07-18Direct46,645 Reported balance After 2020-07-19 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2020-07-19 · Grant · Acquired 10,612 · Balance 46,645

F2: 100% of the shares subject to the option will vest upon the reporting person's completion of one year of continuous service from July 19, 2020. The shares subject to the option will be subject to pro-rata acceleration upon the reporting person's discontinued service on the Issuer's board of directors and automatic full acceleration in the event of a change in control, as defined in the Issuer's 2017 Equity Incentive Plan. If the reporting person dies while in continuous service, 100% of the shares subject to the option will be deemed fully vested immediately.

Filing footnotes · ownership attribution and instrument terms

F1: Represents shares issuable on settlement of restricted stock units ("RSUs") granted to the reporting person. Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock. 100% of the RSUs shall vest after the reporting person completes one year of continuous service from July 19, 2020. The RSUs will be subject to pro-rata acceleration upon the reporting person's discontinued service on the Issuer's board of directors and automatic full acceleration in the event of a change in control, as defined in the Issuer's 2017 Equity Incentive Plan. If the reporting person dies while in continuous service, 100% of the RSUs will be deemed fully vested immediately.

F2: 100% of the shares subject to the option will vest upon the reporting person's completion of one year of continuous service from July 19, 2020. The shares subject to the option will be subject to pro-rata acceleration upon the reporting person's discontinued service on the Issuer's board of directors and automatic full acceleration in the event of a change in control, as defined in the Issuer's 2017 Equity Incentive Plan. If the reporting person dies while in continuous service, 100% of the shares subject to the option will be deemed fully vested immediately.

Vertex, Inc.

Report date February 23, 2026 · Filed February 25, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeIndirectBy Living Trust60,000 Reported balance After 2026-02-23 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 1 · 2026-02-23 · Purchase · Acquired 60,000 · Balance 60,000

F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $11.9832 to $12.2862 inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above.

Filing footnotes · ownership attribution and instrument terms

F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $11.9832 to $12.2862 inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above.

Transaction history

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 30, 2026 Filed Oct 3, 2026 00:16 UTC AMERICAN EXPRESS CO AXP · Entity 2839 GrantShare Equivalent Units · Derivative 128.102 $312.25 $39,999.85
Disclosure

SEC source: 0000004962-26-000374 · form4.xml · derivative · entry 1

Young Christopher David · CIK 0001647655 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,178.874

Underlying: Common Stock · 128.102 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share.

F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director.

F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

Read SEC document
June 30, 2026 Filed Jul 2, 2026 20:21 UTC AMERICAN EXPRESS CO AXP · Entity 2839 GrantShare Equivalent Units · Derivative 119.746 $334.04 $39,999.95
Disclosure

SEC source: 0000004962-26-000299 · form4.xml · derivative · entry 1

Young Christopher David · CIK 0001647655 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,991.92

Underlying: Common Stock · 119.746 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share.

F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director.

F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

Read SEC document
May 05, 2026 Filed May 7, 2026 20:25 UTC AMERICAN EXPRESS CO AXP · Entity 2839 GrantShare Equivalent Units · Derivative 742.115 $0.00 $0.00
Disclosure

SEC source: 0000004962-26-000237 · form4.xml · derivative · entry 1

Young Christopher David · CIK 0001647655 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,811.843

Underlying: Common Stock · 742.115 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share.

F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director.

F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

Read SEC document
March 31, 2026 Filed Apr 2, 2026 20:14 UTC AMERICAN EXPRESS CO AXP · Entity 2839 GrantShare Equivalent Units · Derivative 133.721 $299.13 $39,999.96
Disclosure

SEC source: 0000004962-26-000141 · form4.xml · derivative · entry 1

Young Christopher David · CIK 0001647655 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,069.728

Underlying: Common Stock · 133.721 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share.

F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director.

F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 21:15 UTC Vertex, Inc. VERX · Entity 4427 PurchaseClass A Common Stock 60,000 $12.18 $730,794.00
Disclosure

SEC source: 0001647655-26-000002 · form4-02252026_090229.xml · nonDerivative · entry 1

Young Christopher David · CIK 0001647655 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Living Trust

Disclosed balance after: 60,000

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $11.9832 to $12.2862 inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above.

Read SEC document
December 31, 2025 Filed Jan 5, 2026 21:23 UTC AMERICAN EXPRESS CO AXP · Entity 2839 GrantShare Equivalent Units · Derivative 105.636 $378.66 $40,000.13
Disclosure

SEC source: 0000004962-26-000026 · form4.xml · derivative · entry 1

Young Christopher David · CIK 0001647655 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,891.099

Underlying: Common Stock · 105.636 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share.

F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director.

F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

Read SEC document
December 31, 2025 Filed Jan 5, 2026 21:29 UTC QUALCOMM INC/DE QCOM · Entity 2852 GrantCommon Stock 168 $0.00 $0.00
Disclosure

SEC source: 0000804328-26-000004 · edgardoc.xml · nonDerivative · entry 1

Young Christopher David · CIK 0001647655 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,116.9619

F1 · shares: Represents Deferred Stock Units (DSUs) issued in lieu of payment of cash retainer fees. Deferred Stock Units are 100% vested on the grant date. The units will be settled in shares of the Company's common stock (and partially in cash if election is made within 60 days of the date of grant) in accordance with the grant agreement on the earlier of (1) third anniversary of the date of grant, (2) death, (3) disability, or (4) a change in control. If an election is made to settle the units partially in cash, such partial cash settlement will be reported on a subsequent Form 4 (if applicable) as a disposition to the Issuer on the settlement date.

Read SEC document
December 01, 2025 Filed Dec 3, 2025 21:16 UTC Vertex, Inc. VERX · Entity 4427 GrantRestricted Stock Units · Derivative 1,300,728 $0.00 $0.00
Disclosure

SEC source: 0001647655-25-000007 · form4-12032025_091231.xml · derivative · entry 1

Young Christopher David · CIK 0001647655 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,300,728

Underlying: Class A Common Stock · 1,300,728 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F2 · derivative.exercise_date: Represents an award of restricted stock units that will vest as to 25% of the amount of shares on each of November 10, 2026, November 10, 2027, November 10, 2028 and November 10, 2029.

F2 · derivative.expiration_date: Represents an award of restricted stock units that will vest as to 25% of the amount of shares on each of November 10, 2026, November 10, 2027, November 10, 2028 and November 10, 2029.

Read SEC document
September 30, 2025 Filed Oct 1, 2025 20:28 UTC QUALCOMM INC/DE QCOM · Entity 2852 GrantCommon Stock 172 $0.00 $0.00
Disclosure

SEC source: 0000804328-25-000057 · edgardoc.xml · nonDerivative · entry 1

Young Christopher David · CIK 0001647655 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,939.0546

F1 · shares: Represents Deferred Stock Units (DSUs) issued in lieu of payment of cash retainer fees. Deferred Stock Units are 100% vested on the grant date. The units will be settled in shares of the Company's common stock (and partially in cash if election is made within 60 days of the date of grant) in accordance with the grant agreement on the earlier of (1) third anniversary of the date of grant, (2) death, (3) disability, or (4) a change in control. If an election is made to settle the units partially in cash, such partial cash settlement will be reported on a subsequent Form 4 (if applicable) as a disposition to the Issuer on the settlement date.

Read SEC document
September 30, 2025 Filed Oct 2, 2025 20:18 UTC AMERICAN EXPRESS CO AXP · Entity 2839 GrantShare Equivalent Units · Derivative 119.275 $335.36 $40,000.06
Disclosure

SEC source: 0000004962-25-000205 · form4.xml · derivative · entry 1

Young Christopher David · CIK 0001647655 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,741.46

Underlying: Common Stock · 119.275 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share.

F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director.

F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

Read SEC document
June 30, 2025 Filed Jul 2, 2025 20:20 UTC AMERICAN EXPRESS CO AXP · Entity 2839 GrantShare Equivalent Units · Derivative 132.385 $302.15 $40,000.13
Disclosure

SEC source: 0001127602-25-018662 · form4.xml · derivative · entry 1

Young Christopher David · CIK 0001647655 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,568.236

Underlying: Common Stock · 132.385 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share.

F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director.

F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

Read SEC document
May 12, 2025 Filed May 13, 2025 22:35 UTC QUALCOMM INC/DE QCOM · Entity 2852 GrantCommon Stock 1,748 $0.00 $0.00
Disclosure

SEC source: 0001888316-25-000039 · edgardoc.xml · nonDerivative · entry 1

Young Christopher David · CIK 0001647655 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,748

F1 · shares: Represents the grant of Annual Deferred Stock Units to Directors pursuant to the Qualcomm Incorporated 2025 Director Compensation Plan. Deferred Stock Units are 100% vested on the grant date. The units will be settled in shares of the Company's common stock (and partially in cash if election is made within 60 days of the date of grant) in accordance with the grant agreement on the earlier of (1) March 18, 2028 (2) death, (3) disability, or (4) a change in control. If an election is made to settle the units partially in cash, such partial cash settlement will be reported on a subsequent Form 4 (if applicable) as a disposition to the Issuer on the settlement date.

Read SEC document
April 29, 2025 Filed May 1, 2025 22:08 UTC AMERICAN EXPRESS CO AXP · Entity 2839 GrantShare Equivalent Units · Derivative 948.467 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-013047 · form4.xml · derivative · entry 1

Young Christopher David · CIK 0001647655 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,382.722

Underlying: Common Stock · 948.467 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share.

F2 · kind: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director.

F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

Read SEC document
March 31, 2025 Filed Apr 2, 2025 17:27 UTC AMERICAN EXPRESS CO AXP · Entity 2839 GrantShare Equivalent Units · Derivative 149.365 $267.80 $39,999.95
Disclosure

SEC source: 0001127602-25-011031 · form4.xml · derivative · entry 1

Young Christopher David · CIK 0001647655 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,434.255

Underlying: Common Stock · 149.365 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share.

F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director.

F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

Read SEC document
December 31, 2024 Filed Jan 3, 2025 21:17 UTC AMERICAN EXPRESS CO AXP · Entity 2839 GrantShare Equivalent Units · Derivative 133.55 $299.52 $40,000.90
Disclosure

SEC source: 0001127602-25-000420 · form4.xml · derivative · entry 1

Young Christopher David · CIK 0001647655 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,243.73

Underlying: Common Stock · 133.55 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share.

F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director.

F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

Read SEC document
November 12, 2024 Filed Nov 12, 2024 23:17 UTC MICROSOFT CORP MSFT · Entity 1016 SaleCommon Stock 7,200 $423.66 $3,050,340.48
Disclosure

SEC source: 0001062993-24-018937 · form4.xml · nonDerivative · entry 2

Young Christopher David · CIK 0001647655 · EVP, Business Development

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,366.4644

F1 · price: This transaction was executed in multiple trades at prices ranging from $423.028 to $423.08. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares and prices at which the transactions were effected.

F2 · balance_after: Includes 37.3205 shares acquired on September 30, 2024, under the Microsoft Employee Stock Purchase Plan.

Read SEC document
November 11, 2024 Filed Nov 12, 2024 23:17 UTC MICROSOFT CORP MSFT · Entity 1016 Tax withholdingCommon Stock 10,531.811 $422.54 $4,450,111.42
Disclosure

SEC source: 0001062993-24-018937 · form4.xml · nonDerivative · entry 1

Young Christopher David · CIK 0001647655 · EVP, Business Development

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 110,529.1439

Read SEC document
September 30, 2024 Filed Oct 2, 2024 21:57 UTC AMERICAN EXPRESS CO AXP · Entity 2839 GrantShare Equivalent Units · Derivative 151.89 $263.35 $40,000.23
Disclosure

SEC source: 0001127602-24-024981 · form4.xml · derivative · entry 1

Young Christopher David · CIK 0001647655 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,066.209

Underlying: Common Stock · 151.89 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share.

F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director.

F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

Read SEC document
September 16, 2024 Filed Sep 18, 2024 22:10 UTC MICROSOFT CORP MSFT · Entity 1016 GrantCommon Stock 8,990 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-016765 · form4.xml · nonDerivative · entry 1

Young Christopher David · CIK 0001647655 · EVP, Business Development

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 121,060.9549

F1 · shares: Represents Stock Award under the Executive Incentive Plan that will vest over four years with 25% vesting on August 31, 2025, and then 12.5% vesting each six months thereafter, subject to continued employment.

Read SEC document
September 03, 2024 Filed Sep 3, 2024 22:35 UTC MICROSOFT CORP MSFT · Entity 1016 Tax withholdingCommon Stock 14,162.023 $417.14 $5,907,546.27
Disclosure

SEC source: 0001062993-24-016030 · form4.xml · nonDerivative · entry 2

Young Christopher David · CIK 0001647655 · EVP, Business Development

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 112,070.9549

F2 · balance_after: Includes 9.3534 shares acquired on March 28, 2024 and 10.5653 shares acquired on June 28, 2024 under the Microsoft Employee Stock Purchase Plan.

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September 03, 2024 Filed Sep 3, 2024 22:35 UTC MICROSOFT CORP MSFT · Entity 1016 GrantCommon Stock 19,573 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-016030 · form4.xml · nonDerivative · entry 1

Young Christopher David · CIK 0001647655 · EVP, Business Development

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 126,213.0592

F1 · shares: Represents full vesting of shares earned under a performance stock award granted in November 2021 under the Microsoft Corporation Executive Incentive Plan for the 3-year performance period that ended on June 30, 2024.

F1 · price: Represents full vesting of shares earned under a performance stock award granted in November 2021 under the Microsoft Corporation Executive Incentive Plan for the 3-year performance period that ended on June 30, 2024.

Read SEC document
June 30, 2024 Filed Jul 2, 2024 20:03 UTC AMERICAN EXPRESS CO AXP · Entity 2839 GrantShare Equivalent Units · Derivative 174.85 $228.77 $40,000.43
Disclosure

SEC source: 0001127602-24-019821 · form4.xml · derivative · entry 1

Young Christopher David · CIK 0001647655 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,861.756

Underlying: Common Stock · 174.85 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share.

F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director.

F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

Read SEC document
May 06, 2024 Filed May 8, 2024 19:56 UTC AMERICAN EXPRESS CO AXP · Entity 2839 GrantShare Equivalent Units · Derivative 955.276 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-014573 · form4.xml · derivative · entry 1

Young Christopher David · CIK 0001647655 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,638.706

Underlying: Common Stock · 955.276 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share.

F2 · kind: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director.

F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

Read SEC document
March 31, 2024 Filed Apr 2, 2024 20:12 UTC AMERICAN EXPRESS CO AXP · Entity 2839 GrantShare Equivalent Units · Derivative 166.63 $223.97 $37,320.12
Disclosure

SEC source: 0001127602-24-011825 · form4.xml · derivative · entry 1

Young Christopher David · CIK 0001647655 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,683.43

Underlying: Common Stock · 166.63 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share.

F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director.

F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

Read SEC document
February 29, 2024 Filed Mar 4, 2024 23:16 UTC MICROSOFT CORP MSFT · Entity 1016 Tax withholdingCommon Stock 2,806.561 $407.72 $1,144,291.05
Disclosure

SEC source: 0001062993-24-005291 · form4.xml · nonDerivative · entry 1

Young Christopher David · CIK 0001647655 · EVP, Business Development

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 106,640.0592

Read SEC document
December 31, 2023 Filed Jan 3, 2024 21:53 UTC AMERICAN EXPRESS CO AXP · Entity 2839 GrantShare Equivalent Units · Derivative 200.69 $180.63 $36,250.63
Disclosure

SEC source: 0001127602-24-000513 · form4.xml · derivative · entry 1

Young Christopher David · CIK 0001647655 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,470.29

Underlying: Common Stock · 200.69 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share.

F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director.

F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

Read SEC document
November 13, 2023 Filed Nov 14, 2023 23:03 UTC MICROSOFT CORP MSFT · Entity 1016 Tax withholdingCommon Stock 10,302.724 $369.67 $3,808,607.98
Disclosure

SEC source: 0001062993-23-020839 · form4.xml · nonDerivative · entry 1

Young Christopher David · CIK 0001647655 · EVP, Business Development

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 109,446.6202

F1 · balance_after: Includes 50.5722 shares acquired on September 29, 2023, under the Microsoft Employee Stock Purchase Plan.

Read SEC document
September 29, 2023 Filed Oct 3, 2023 20:39 UTC AMERICAN EXPRESS CO AXP · Entity 2839 GrantShare Equivalent Units · Derivative 232.51 $155.91 $36,250.63
Disclosure

SEC source: 0001127602-23-025260 · form4.xml · derivative · entry 1

Young Christopher David · CIK 0001647655 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,206.61

Underlying: Common Stock · 232.51 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share.

F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director.

F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

Read SEC document
September 18, 2023 Filed Sep 19, 2023 22:14 UTC MICROSOFT CORP MSFT · Entity 1016 GrantCommon Stock 11,442 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018292 · form4.xml · nonDerivative · entry 1

Young Christopher David · CIK 0001647655 · EVP, Business Development

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 119,698.772

F1 · shares: Represents Stock Award under the Executive Incentive Plan that will vest over four years with 25% vesting on August 31, 2024, and then 12.5% vesting each six months thereafter, subject to continued employment.

Read SEC document
August 31, 2023 Filed Sep 1, 2023 20:11 UTC MICROSOFT CORP MSFT · Entity 1016 Tax withholdingCommon Stock 16,150.191 $328.79 $5,310,021.30
Disclosure

SEC source: 0001062993-23-017422 · form4.xml · nonDerivative · entry 2

Young Christopher David · CIK 0001647655 · EVP, Business Development

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 108,256.772

F2 · balance_after: Includes 16.3795 shares acquired on March 31, 2023 and 13.8666 shares acquired on June 30, 2023 under the Microsoft Employee Stock Purchase Plan.

Read SEC document
August 31, 2023 Filed Sep 1, 2023 20:11 UTC MICROSOFT CORP MSFT · Entity 1016 GrantCommon Stock 25,271 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-017422 · form4.xml · nonDerivative · entry 1

Young Christopher David · CIK 0001647655 · EVP, Business Development

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 124,376.7169

F1 · shares: Represents full vesting of shares earned under a performance stock award granted in November 2020 under the Microsoft Corporation Executive Incentive Plan for the 3-year performance period that ended on June 30, 2023.

F1 · price: Represents full vesting of shares earned under a performance stock award granted in November 2020 under the Microsoft Corporation Executive Incentive Plan for the 3-year performance period that ended on June 30, 2023.

Read SEC document
June 30, 2023 Filed Jul 5, 2023 20:03 UTC AMERICAN EXPRESS CO AXP · Entity 2839 GrantShare Equivalent Units · Derivative 211.9 $171.07 $36,249.73
Disclosure

SEC source: 0001127602-23-019990 · form4.xml · derivative · entry 1

Young Christopher David · CIK 0001647655 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,915.71

Underlying: Common Stock · 211.9 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share.

F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director.

F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

Read SEC document
May 02, 2023 Filed May 4, 2023 20:24 UTC AMERICAN EXPRESS CO AXP · Entity 2839 GrantShare Equivalent Units · Derivative 1,364.595 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-014485 · form4.xml · derivative · entry 1

Young Christopher David · CIK 0001647655 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,646.1795

Underlying: Common Stock · 1,364.595 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share.

F2 · kind: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director.

F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

Read SEC document
March 31, 2023 Filed Apr 4, 2023 20:15 UTC AMERICAN EXPRESS CO AXP · Entity 2839 GrantShare Equivalent Units · Derivative 224.65 $161.36 $36,249.52
Disclosure

SEC source: 0001127602-23-012181 · form4.xml · derivative · entry 1

Young Christopher David · CIK 0001647655 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,281.5845

Underlying: Common Stock · 224.65 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share.

F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director.

F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

Read SEC document
February 28, 2023 Filed Mar 2, 2023 23:13 UTC MICROSOFT CORP MSFT · Entity 1016 Tax withholdingCommon Stock 1,845.705 $250.16 $461,721.56
Disclosure

SEC source: 0001062993-23-005633 · form4.xml · nonDerivative · entry 1

Young Christopher David · CIK 0001647655 · EVP, Business Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 99,105.7169

Read SEC document
December 31, 2022 Filed Jan 4, 2023 21:48 UTC AMERICAN EXPRESS CO AXP · Entity 2839 GrantShare Equivalent Units · Derivative 247.96 $146.19 $36,249.27
Disclosure

SEC source: 0001127602-23-000546 · form4.xml · derivative · entry 1

Young Christopher David · CIK 0001647655 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,016.27

Underlying: Common Stock · 247.96 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share.

F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director.

F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

Read SEC document
November 11, 2022 Filed Nov 14, 2022 23:22 UTC MICROSOFT CORP MSFT · Entity 1016 Tax withholdingCommon Stock 10,303.22 $242.98 $2,503,476.40
Disclosure

SEC source: 0001062993-22-022122 · form4.xml · nonDerivative · entry 1

Young Christopher David · CIK 0001647655 · EVP, Business Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100,951.4219

F1 · balance_after: Includes 54.6414 shares acquired on September 30, 2022, under the Microsoft Employee Stock Purchase Plan.

Read SEC document
September 30, 2022 Filed Oct 4, 2022 20:40 UTC AMERICAN EXPRESS CO AXP · Entity 2839 GrantShare Equivalent Units · Derivative 253.67 $142.90 $36,249.44
Disclosure

SEC source: 0001127602-22-023497 · form4.xml · derivative · entry 1

Young Christopher David · CIK 0001647655 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,722.2

Underlying: Common Stock · 253.67 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share.

F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director.

F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

Read SEC document
September 19, 2022 Filed Sep 20, 2022 22:09 UTC MICROSOFT CORP MSFT · Entity 1016 GrantCommon Stock 14,342 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-019795 · form4.xml · nonDerivative · entry 1

Young Christopher David · CIK 0001647655 · EVP, Business Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 111,200.0005

F1 · shares: Represents Stock Award under the Executive Incentive Plan that will vest over four years with 25% vesting on August 31, 2023, and then 12.5% vesting each six months thereafter, subject to continued employment.

Read SEC document
August 31, 2022 Filed Sep 1, 2022 22:14 UTC MICROSOFT CORP MSFT · Entity 1016 Tax withholdingCommon Stock 2,612.866 $262.97 $687,105.37
Disclosure

SEC source: 0001062993-22-019021 · form4.xml · nonDerivative · entry 1

Young Christopher David · CIK 0001647655 · EVP, Business Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 96,858.0005

F1 · balance_after: Includes 15.3163 shares acquired on March 31, 2022 and 18.3862 shares acquired on June 30, 2022 under the Microsoft Employee Stock Purchase Plan.

Read SEC document
June 30, 2022 Filed Jul 5, 2022 20:30 UTC AMERICAN EXPRESS CO AXP · Entity 2839 GrantShare Equivalent Units · Derivative 254.71 $142.32 $36,250.33
Disclosure

SEC source: 0001127602-22-018731 · form4.xml · derivative · entry 1

Young Christopher David · CIK 0001647655 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,425.5426

Underlying: Common Stock · 254.71 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share.

F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director.

F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

Read SEC document
May 03, 2022 Filed May 5, 2022 20:07 UTC AMERICAN EXPRESS CO AXP · Entity 2839 GrantShare Equivalent Units · Derivative 1,218.1617 $0.00 $0.00
Disclosure

SEC source: 0001127602-22-013453 · form4.xml · derivative · entry 1

Young Christopher David · CIK 0001647655 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,132.5526

Underlying: Common Stock · 1,218.1617 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share.

F2 · kind: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director.

F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

Read SEC document
March 31, 2022 Filed Apr 4, 2022 23:29 UTC AMERICAN EXPRESS CO AXP · Entity 2839 GrantShare Equivalent Units · Derivative 191.4242 $187.00 $35,796.33
Disclosure

SEC source: 0001127602-22-011367 · form4.xml · derivative · entry 1

Young Christopher David · CIK 0001647655 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,914.3909

Underlying: Common Stock · 191.4242 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share.

F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director.

F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date.

F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date.

F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

Read SEC document
February 28, 2022 Filed Mar 2, 2022 23:22 UTC MICROSOFT CORP MSFT · Entity 1016 Tax withholdingCommon Stock 1,072.836 $297.31 $318,964.87
Disclosure

SEC source: 0001062993-22-006442 · form4.xml · nonDerivative · entry 1

Young Christopher David · CIK 0001647655 · EVP, Business Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 99,437.164

Read SEC document
December 31, 2021 Filed Jan 5, 2022 02:08 UTC AMERICAN EXPRESS CO AXP · Entity 2839 GrantShare Equivalent Units · Derivative 207.838 $162.39 $33,749.98
Disclosure

SEC source: 0001127602-22-000694 · form4.xml · derivative · entry 1

Young Christopher David · CIK 0001647655 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,699.488

Underlying: Common Stock · 207.838 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share.

F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director.

F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date.

F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date.

F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

Read SEC document
November 11, 2021 Filed Nov 12, 2021 23:03 UTC MICROSOFT CORP MSFT · Entity 1016 Tax withholdingCommon Stock 10,303 $330.80 $3,408,232.40
Disclosure

SEC source: 0001062993-21-010761 · form4.xml · nonDerivative · entry 1

Young Christopher David · CIK 0001647655 · EVP, Business Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100,510

F1 · balance_after: Includes 60 shares acquired on September 30, 2021 under the Microsoft Employee Stock Purchase Plan.

Read SEC document
September 30, 2021 Filed Oct 5, 2021 00:19 UTC AMERICAN EXPRESS CO AXP · Entity 2839 GrantShare Equivalent Units · Derivative 199.315 $169.33 $33,750.01
Disclosure

SEC source: 0001127602-21-026555 · form4.xml · derivative · entry 1

Young Christopher David · CIK 0001647655 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,462.23

Underlying: Common Stock · 199.315 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share.

F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director.

F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date.

F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date.

F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

Read SEC document
September 13, 2021 Filed Sep 15, 2021 22:09 UTC MICROSOFT CORP MSFT · Entity 1016 GrantCommon Stock 12,423 $0.00 $0.00
Disclosure

SEC source: 0001062993-21-008655 · form4.xml · nonDerivative · entry 1

Young Christopher David · CIK 0001647655 · EVP, Business Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 110,753

F1 · shares: Represents Stock Award under the Executive Incentive Plan that will vest over four years with 25% vesting on August 31, 2022, and then 12.5% vesting each six months thereafter, subject to continued employment.

Read SEC document
August 31, 2021 Filed Sep 2, 2021 00:14 UTC MICROSOFT CORP MSFT · Entity 1016 Tax withholdingCommon Stock 2,147 $303.59 $651,807.73
Disclosure

SEC source: 0001062993-21-008137 · form4.xml · nonDerivative · entry 1

Young Christopher David · CIK 0001647655 · EVP, Business Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,219

F1 · balance_after: Includes 20 shares acquired on March 31, 2021 and 17 shares acquired on June 30, 2021 under the Microsoft Employee Stock Purchase Plan.

Read SEC document
June 30, 2021 Filed Jul 2, 2021 22:00 UTC AMERICAN EXPRESS CO AXP · Entity 2839 GrantShare Equivalent Units · Derivative 204.843 $164.76 $33,749.93
Disclosure

SEC source: 0001127602-21-021383 · form4.xml · derivative · entry 1

Young Christopher David · CIK 0001647655 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,233.7639

Underlying: Common Stock · 204.843 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share.

F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director.

F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date.

F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date.

F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.