Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN EXPRESS COAXP · Entity 2839 | Director | May 03, 2022 | May 05, 2022 |
| ESTEE LAUDER COMPANIES INCEL · Entity 3097 | Director | September 15, 2026 | September 16, 2026 |
| INTEL CORPINTC · Entity 2799 | Director | February 23, 2018 | February 27, 2018 |
| Stagwell IncSTGW · Entity 4480 | Director | June 11, 2026 | June 12, 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 May 03, 2022 · Filed May 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Share Equivalent UnitsSEC Table II · derivative / convertible security | Direct | 71,931.2617 |
Reported balance
After 2022-05-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-05-03 · Grant · Acquired 1,218.1617 · Balance 71,931.2617 F1: Each Share Equivalent Unit reflects the value of one common share. F2: 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: 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 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: 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.
ESTEE LAUDER COMPANIES INC
Report date September 15, 2026 · Filed September 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Units (Share Payout)SEC Table II · derivative / convertible security | Direct | 23,761.32 |
Reported balance
After 2026-09-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-15 · Grant · Acquired 86.09 · Balance 23,761.32 F1: Not applicable. F2: Represents reinvestment of dividend equivalents on outstanding stock units. F3: The stock units will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Not applicable.
F2: Represents reinvestment of dividend equivalents on outstanding stock units.
F3: The stock units will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company.
INTEL CORP
Report date February 23, 2018 · Filed February 27, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 87,939 |
Reported balance
After 2018-02-23 transaction · row 1
1 source rowRow 1 · 2018-02-23 · Exercise / conversion · Acquired 2,705 · Balance 87,939 F1: Shares acquired on the vesting of restricted stock units. |
| Performance-based Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-02-23 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-02-23 · Exercise / conversion · Disposed 2,220 · Balance 0 F2: Each performance-based Restricted Stock Unit (RSU) represents the right to receive, following vesting, up to 200% of one share of Intel common stock, together with dividend equivalent shares on the vested number of shares. The resulting number of shares of Intel common stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the grant date and ending on the third anniversary of the grant date, unless that date falls on a date that the NASDAQ Stock Market is closed, in which case the next business date that the NASDAQ Stock Market is open shall apply. F3: Unless earlier forfeited under the terms of the performance-based RSU, each performance-based RSU vests and converts into no more than 200% of one share of Intel common stock three years and one month after the grant date (together with dividend equivalent shares thereon), unless that date falls on a non-business date, in which case the next business date shall apply. F4: Due to a limitation in the filing software, the total number of shares of Common Stock received was 2,705 as reported above in Table I. The conversion rate of the Performance-based Restricted Stock was 113.5%. Upon conversion of the RSUs, the Reporting Person received 2,520 shares of Common Stock. Upon conversion of $8,511.30 in dividend equivalents, the Reporting person received an additional 185 shares of Common Stock. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 8,200 |
Reported balance
Holding disclosure · report date 2018-02-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 8,200 |
| Common StockSEC Table I · non-derivative | IndirectJoint Account with Spouse | 6,800 |
Reported balance
Holding disclosure · report date 2018-02-23 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,800 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired on the vesting of restricted stock units.
F2: Each performance-based Restricted Stock Unit (RSU) represents the right to receive, following vesting, up to 200% of one share of Intel common stock, together with dividend equivalent shares on the vested number of shares. The resulting number of shares of Intel common stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the grant date and ending on the third anniversary of the grant date, unless that date falls on a date that the NASDAQ Stock Market is closed, in which case the next business date that the NASDAQ Stock Market is open shall apply.
F3: Unless earlier forfeited under the terms of the performance-based RSU, each performance-based RSU vests and converts into no more than 200% of one share of Intel common stock three years and one month after the grant date (together with dividend equivalent shares thereon), unless that date falls on a non-business date, in which case the next business date shall apply.
F4: Due to a limitation in the filing software, the total number of shares of Common Stock received was 2,705 as reported above in Table I. The conversion rate of the Performance-based Restricted Stock was 113.5%. Upon conversion of the RSUs, the Reporting Person received 2,520 shares of Common Stock. Upon conversion of $8,511.30 in dividend equivalents, the Reporting person received an additional 185 shares of Common Stock.
Stagwell Inc
Report date June 11, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 238,286 |
Reported balance
After 2026-06-11 transaction · row 1
1 source rowRow 1 · 2026-06-11 · Grant · Acquired 22,970 · Balance 238,286 F1: The reporting person was awarded restricted stock units as a component of non-employee director compensation. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. The restricted stock units will vest in full on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person was awarded restricted stock units as a component of non-employee director compensation. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. The restricted stock units will vest in full on the first anniversary of the date of grant.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
STARWOOD HOTELS & RESORTS WORLDWIDE, LLC
Report date September 22, 2016 · Filed September 26, 2016
Section 16 reporting ended · disclosed 2016-09-26. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2016-09-22 transaction · row 1
1 source rowRow 1 · 2016-09-22 · Disposition to issuer · Disposed 29,361 · Balance 0 F1: Each share of Common Stock was disposed of pursuant to the transactions described in the Agreement and Plan of Merger, dated as of November 15, 2015, by and among the Issuer, Marriott International, Inc. ("Marriott") et al., as thereafter amended by the Amendment No. 1 to the Agreement and Plan of Merger (the "Merger Agreement"), in exchange for the right to receive (1) 0.800 shares of common stock of Marriott, (2) $21.00 in cash, without interest, and (3) any applicable cash in lieu of fractional shares of common stock of Marriott. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2016-09-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2016-09-22 · Disposition to issuer · Disposed 5,252 · Balance 0 F2: Phantom Stock is convertible into Common Stock on a one-for-one basis. F3: Reflects an antidilution adjustment to the number of shares of Phantom Stock that was made in connection with the separation of the Issuer's vacation ownership business from its other businesses on May 11, 2016 (the "SVO Spin-Off"). F5: As a result of the conversions described in the Merger Agreement (the "Conversions"), each share of Phantom Stock was converted into 1.1046 deferred stock units of common stock of Marriott (market value $69.75 per share). F4: Phantom Stock was to convert into Common Stock and be distributed to the Reporting Person per the terms of the applicable Deferral Agreements. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $35.49 · Expires 2018-02-26 | Direct | 0 |
Reported balance
After 2016-09-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2016-09-22 · Disposition to issuer · Disposed 4,403 · Balance 0 F6: Reflects an antidilution adjustment to the exercise price and number of remaining Stock Options (previously reported as $38.235 and 4,087 respectively) that was made in connection with the SVO Spin-Off. F7: As a result of the Conversions, these Stock Options, which were fully vested, were converted into options to purchase a number of shares of Marriott common stock equal to the number of shares of Common Stock underlying the Stock Options multiplied by 1.1046 (rounded down to the nearest whole number of shares), at an exercise price equal to the exercise price of the Stock Options divided by 1.1046 (rounded up to the nearest whole cent). |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $56.88 · Expires 2019-02-28 | Direct | 0 |
Reported balance
After 2016-09-22 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2016-09-22 · Disposition to issuer · Disposed 2,747 · Balance 0 F8: Reflects an antidilution adjustment to the exercise price and number of remaining Stock Options (previously reported as $61.28 and 2,550 respectively) that was made in connection with the SVO Spin-Off. F7: As a result of the Conversions, these Stock Options, which were fully vested, were converted into options to purchase a number of shares of Marriott common stock equal to the number of shares of Common Stock underlying the Stock Options multiplied by 1.1046 (rounded down to the nearest whole number of shares), at an exercise price equal to the exercise price of the Stock Options divided by 1.1046 (rounded up to the nearest whole cent). |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $51.11 · Expires 2020-02-28 | Direct | 0 |
Reported balance
After 2016-09-22 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2016-09-22 · Disposition to issuer · Disposed 3,057 · Balance 0 F9: Reflects an antidilution adjustment to the exercise price and number of remaining Stock Options (previously reported as $55.06 and 2,838 respectively) that was made in connection with the SVO Spin-Off. F7: As a result of the Conversions, these Stock Options, which were fully vested, were converted into options to purchase a number of shares of Marriott common stock equal to the number of shares of Common Stock underlying the Stock Options multiplied by 1.1046 (rounded down to the nearest whole number of shares), at an exercise price equal to the exercise price of the Stock Options divided by 1.1046 (rounded up to the nearest whole cent). |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of Common Stock was disposed of pursuant to the transactions described in the Agreement and Plan of Merger, dated as of November 15, 2015, by and among the Issuer, Marriott International, Inc. ("Marriott") et al., as thereafter amended by the Amendment No. 1 to the Agreement and Plan of Merger (the "Merger Agreement"), in exchange for the right to receive (1) 0.800 shares of common stock of Marriott, (2) $21.00 in cash, without interest, and (3) any applicable cash in lieu of fractional shares of common stock of Marriott.
F2: Phantom Stock is convertible into Common Stock on a one-for-one basis.
F3: Reflects an antidilution adjustment to the number of shares of Phantom Stock that was made in connection with the separation of the Issuer's vacation ownership business from its other businesses on May 11, 2016 (the "SVO Spin-Off").
F4: Phantom Stock was to convert into Common Stock and be distributed to the Reporting Person per the terms of the applicable Deferral Agreements.
F5: As a result of the conversions described in the Merger Agreement (the "Conversions"), each share of Phantom Stock was converted into 1.1046 deferred stock units of common stock of Marriott (market value $69.75 per share).
F6: Reflects an antidilution adjustment to the exercise price and number of remaining Stock Options (previously reported as $38.235 and 4,087 respectively) that was made in connection with the SVO Spin-Off.
F7: As a result of the Conversions, these Stock Options, which were fully vested, were converted into options to purchase a number of shares of Marriott common stock equal to the number of shares of Common Stock underlying the Stock Options multiplied by 1.1046 (rounded down to the nearest whole number of shares), at an exercise price equal to the exercise price of the Stock Options divided by 1.1046 (rounded up to the nearest whole cent).
F8: Reflects an antidilution adjustment to the exercise price and number of remaining Stock Options (previously reported as $61.28 and 2,550 respectively) that was made in connection with the SVO Spin-Off.
F9: Reflects an antidilution adjustment to the exercise price and number of remaining Stock Options (previously reported as $55.06 and 2,838 respectively) that was made in connection with the SVO Spin-Off.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 29, 2006 Filed Oct 3, 2006 14:31 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 365.62 | $54.70 Strike: $0.00 | $19,999.78 |
DisclosureSEC source: 0001127602-06-002332 · form4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,574.994 Underlying: Common Stock · 365.62 shares Expires not disclosed F1 · derivative.exercise_price: The share equivalent units convert into common stock on a one-for-one basis. F2 · shares: The reported share equivalent units were acquired 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 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 29, 2006 Filed Oct 3, 2006 18:46 UTC | INTEL CORP INTC · Entity 2799 | GrantPhantom Share Units · Derivative | 935 | $19.88 Strike: $0.00 | $18,587.80 |
DisclosureSEC source: 0000050863-06-000169 · edgar.xml · derivative · entry 2 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,662 Underlying: CMN. STK. · 935 shares Expires not disclosed F1 · derivative.exercise_price: The conversion rate is 1-of-1 F2 · derivative.exercise_date: Date Exercisable and Expiration Date are the reporting person's retirement date which is currently unknown. F2 · derivative.expiration_date: Date Exercisable and Expiration Date are the reporting person's retirement date which is currently unknown. F3 · balance_after: Ambassador Barshefsky holds 39,000 options with the right to buy Intel Corporation common stock Read SEC document |
| September 29, 2006 Filed Jan 25, 2007 22:46 UTC Amendment | INTEL CORP INTC · Entity 2799 | GrantPhantom Share Units · Derivative | 935 | $19.88 Strike: $0.00 | $18,587.80 |
DisclosureSEC source: 0000050863-07-000076 · edgar.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,672 Underlying: CMN.STK · 935 shares Expires not disclosed F1 · derivative.exercise_price: The conversion rate is 1-of-1 F2 · derivative.exercise_date: Date Exercisable and Expiration Date are the reporting person's retirement date, which is currently unknown. F2 · derivative.expiration_date: Date Exercisable and Expiration Date are the reporting person's retirement date, which is currently unknown. F3 · balance_after: Ambassador Barshefsky holds 39,000 options with the right to buy Intel Corporation common stock and 8,470 restricted stock units. The phantom share units were acquired under the Intel Corporation Deferral Plan for Outside Directors. The total number of phantom share units in the reporting person's original Form 4 was incorrect. Read SEC document |
| July 21, 2006 Filed Jul 25, 2006 16:01 UTC | INTEL CORP INTC · Entity 2799 | GrantRestricted Stock Units · Derivative | 2,824 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000050863-06-000137 · edgar.xml · derivative · entry 4 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,470 Underlying: CMN. STK. · 2,824 shares Expires 2009-07-21 F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock. F3 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 25% of the award vests and converts into the right to receive common stock on each anniversary of the grant date. F3 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 25% of the award vests and converts into the right to receive common stock on each anniversary of the grant date. F4 · balance_after: Ambassador Barshefsky holds 39,000 options with the right to buy Intel Corporation common stock. Read SEC document |
| July 21, 2006 Filed Jul 25, 2006 16:01 UTC | INTEL CORP INTC · Entity 2799 | GrantRestricted Stock Units · Derivative | 2,823 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000050863-06-000137 · edgar.xml · derivative · entry 3 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,646 Underlying: CMN. STK. · 2,823 shares Expires 2008-07-21 F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock. F3 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 25% of the award vests and converts into the right to receive common stock on each anniversary of the grant date. F3 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 25% of the award vests and converts into the right to receive common stock on each anniversary of the grant date. Read SEC document |
| July 21, 2006 Filed Jul 25, 2006 16:01 UTC | INTEL CORP INTC · Entity 2799 | GrantRestricted Stock Units · Derivative | 2,823 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000050863-06-000137 · edgar.xml · derivative · entry 2 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,823 Underlying: CMN.STK. · 2,823 shares Expires 2007-07-21 F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock. F3 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 25% of the award vests and converts into the right to receive common stock on each anniversary of the grant date. F3 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 25% of the award vests and converts into the right to receive common stock on each anniversary of the grant date. Read SEC document |
| July 21, 2006 Filed Jan 25, 2007 22:45 UTC Amendment | INTEL CORP INTC · Entity 2799 | GrantRestricted Stock Units · Derivative | 2,824 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000050863-07-000075 · edgar.xml · derivative · entry 2 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,470 Underlying: CMN.STK · 2,824 shares Expires 2009-07-21 F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock. F3 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the award vests and converts into the right to receive common stock on each anniversary of the grant date. F3 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33 1/3% of the award vests and converts into the right to receive common stock on each anniversary of the grant date. F4 · balance_after: Ambassador Barshefsky owns directly 4,737 phantom share units acquired under the Intel Corporation Deferral Plan for Outside Directors. Ambassador Barshefsky also holds 39,000 options with the right to buy Intel Corporation Common Stock. Read SEC document |
| June 30, 2006 Filed Jul 5, 2006 17:07 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 378.34 | $52.86 Strike: $0.00 | $20,000.19 |
DisclosureSEC source: 0001127602-06-001633 · form4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,156.84 Underlying: Common Stock · 378.34 shares Expires not disclosed F1 · derivative.exercise_price: The share equivalent units convert into common stock on a one-for-one basis. F4 · shares: 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. F2 · derivative.exercise_date: The share equivalent units are convertible immediately and have no expiration date. F2 · derivative.expiration_date: The share equivalent units are convertible immediately and have no expiration date. F3 · 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 |
| April 24, 2006 Filed Apr 25, 2006 19:35 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 3,400 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-06-000986 · form4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,746.38 Underlying: Common Stock · 3,400 shares Expires not disclosed F1 · derivative.exercise_price: The share equivalent units convert into common stock on a one-for-one basis. F2 · shares: The reported share equivalent units were acquired 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 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 |
| March 31, 2006 Filed Apr 4, 2006 20:57 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 376.428 | $53.13 Strike: $0.00 | $20,000.00 |
DisclosureSEC source: 0001127602-06-000739 · form4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,346.38 Underlying: Common Stock · 376.428 shares Expires not disclosed F1 · derivative.exercise_price: The share equivalent units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The share equivalent units are convertible immediately and have no expiration date. F2 · derivative.expiration_date: The share equivalent units are convertible immediately and have no expiration date. F3 · ownership.direct: 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. F4 · ownership.direct: 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. Read SEC document |
| December 30, 2005 Filed Jan 4, 2006 18:47 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 309.08 | $51.77 | $16,000.14 |
DisclosureSEC source: 0001127602-06-000015 · form4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,937.929 Underlying: Common Stock · 309.08 shares Expires not disclosed F1 · derivative.exercise_price: The share equivalent units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The share equivalent units are convertible immediately and have no expiration date. F2 · derivative.expiration_date: The share equivalent units are convertible immediately and have no expiration date. F3 · balance_after: The reported share equivalent units were acquired pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and wil l be settled in cash following termination of service as a Director. 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. F5 · balance_after: The units shown have been adjusted to reflect the issuer's spin-off of Ameriprise Financial, Inc. on September 30, 2005. Read SEC document |
| December 30, 2005 Filed Jan 4, 2006 17:29 UTC | INTEL CORP INTC · Entity 2799 | GrantPhantom Share Units · Derivative | 757 | $24.96 Strike: $0.00 | $18,894.72 |
DisclosureSEC source: 0000050863-06-000003 · edgar.xml · derivative · entry 2 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,745 Underlying: CMN.STK. · 757 shares Expires not disclosed F1 · derivative.exercise_price: The conversion rate is 1-of-1. F2 · derivative.exercise_date: Date exercisable and expiration date are the reporting person's retirement date which is currently unknown. F2 · derivative.expiration_date: Date exercisable and expiration date are the reporting person's retirement date which is currently unknown. F3 · balance_after: Ambassador Barsshefsky holds 39,000 options with the right to buy Intel Corporation common stock. Read SEC document |
| December 30, 2005 Filed Apr 4, 2006 00:31 UTC | INTEL CORP INTC · Entity 2799 | GrantPhantom Share Units · Derivative | 982 | $19.35 Strike: $0.00 | $19,001.70 |
DisclosureSEC source: 0000050863-06-000042 · edgar.xml · derivative · entry 2 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,727 Underlying: CMN.STK. · 982 shares Expires not disclosed F1 · derivative.exercise_price: The conversion rate is 1-for-1. F2 · derivative.exercise_date: Date exercisable and expiration date are the reporting person's retirement date which is currently unknown. F2 · derivative.expiration_date: Date exercisable and expiration date are the reporting person's retirement date which is currently unknown. F3 · balance_after: Ambassador Barsshefsky holds 39,000 options with the right to buy Intel Corporation common stock. Read SEC document |
| December 12, 2005 Filed Dec 14, 2005 22:05 UTC | INTEL CORP INTC · Entity 2799 | PurchaseCOMMON | 1,400 | $26.62 | $37,268.00 |
DisclosureSEC source: 0000050863-05-000235 · edgar.xml · nonDerivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Plan Disclosed balance after: 3,100 Read SEC document |
| November 21, 2005 Filed Nov 23, 2005 16:09 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 3,427 | $0.00 Strike: $37.71 | $0.00 |
DisclosureSEC source: 0001127602-05-002119 · form4.xml · derivative · entry 2 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,427 shares Expires 2012-04-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 21, 2005 Filed Nov 23, 2005 16:09 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 3,427 | $37.71 | $129,245.88 |
DisclosureSEC source: 0001127602-05-002119 · form4.xml · nonDerivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,496.6004 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 30, 2005 Filed Oct 4, 2005 17:28 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 280 | $57.23 | $16,024.40 |
DisclosureSEC source: 0000004962-05-000201 · doc4.xml · derivative · entry 2 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,905 Underlying: Common Shares · 280 shares Expires not disclosed F1 · derivative.exercise_price: The share equivalent units convert into common stock on a one-for-one basis. F2 · shares: The units shown have not yet been adjusted to reflect the issuer's spin-off of Ameriprise Financial, Inc. on September 30, 2005. 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. F2 · derivative.underlying_shares: The units shown have not yet been adjusted to reflect the issuer's spin-off of Ameriprise Financial, Inc. on September 30, 2005. F2 · balance_after: The units shown have not yet been adjusted to reflect the issuer's spin-off of Ameriprise Financial, Inc. on September 30, 2005. F4 · ownership.direct: The reported share equivalent units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in ca sh following termination of service as a Director. F5 · ownership.direct: 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 30, 2005 Filed Oct 4, 2005 22:42 UTC | INTEL CORP INTC · Entity 2799 | GrantPhantom Share Units · Derivative | 765 | $24.65 Strike: $0.00 | $18,857.25 |
DisclosureSEC source: 0000050863-05-000211 · edgar.xml · derivative · entry 2 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,988 Underlying: COM.STK · 765 shares Expires not disclosed F1 · derivative.exercise_price: The conversion rate is 1-for-1. F2 · derivative.exercise_date: Date Exercisable and Expiration Date are the reporting person's retirement date which is currently unknown. F2 · derivative.expiration_date: Date Exercisable and Expiration Date are the reporting person's retirement date which is currently unknown. F3 · balance_after: Ambassador Barshefsky holds 39,000 options with the right to buy Intel Corporation common stock. Read SEC document |
| July 20, 2005 Filed Jul 22, 2005 23:43 UTC | INTEL CORP INTC · Entity 2799 | GrantOption (right to buy) · Derivative | 19,000 | $0.00 Strike: $27.15 | $0.00 |
DisclosureSEC source: 0000050863-05-000173 · edgar.xml · derivative · entry 2 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,000 Underlying: COM.STK · 19,000 shares Expires 2012-07-20 Read SEC document |
| June 30, 2005 Filed Jul 5, 2005 15:06 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 295 | $54.17 | $15,981.33 |
DisclosureSEC source: 0000004962-05-000157 · doc4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,601 Underlying: Common Shares · 295 shares Expires not disclosed F1 · derivative.exercise_price: The share equivalent units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The share equivalent units are convertible immediately and have no expiration date. F2 · derivative.expiration_date: The share equivalent units are convertible immediately and have no expiration date. F3 · ownership.direct: The reported share equivalent units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in ca sh following termination of service as a Director. F4 · ownership.direct: 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, 2005 Filed Jul 5, 2005 21:40 UTC | INTEL CORP INTC · Entity 2799 | GrantPhantom Share Units · Derivative | 577 | $26.06 | $15,036.62 |
DisclosureSEC source: 0000050863-05-000155 · edgar.xml · derivative · entry 2 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,223 Underlying: COM.STK · 577 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1-for-1. F2 · derivative.exercise_date: Date Exercisable and Expiration Date are the reporting person's retirement date which is currently unknown. F2 · derivative.expiration_date: Date Exercisable and Expiration Date are the reporting person's retirement date which is currently unknown. F3 · balance_after: Ambassador Barshefsky holds 20,000 options with the right to buy Intel Corporation common stock. Read SEC document |
| April 27, 2005 Filed Apr 29, 2005 18:41 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 2,225 | $0.00 | $0.00 |
DisclosureSEC source: 0000004962-05-000120 · doc4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,285 Underlying: Common Shares · 2,225 shares Expires not disclosed F1 · derivative.exercise_price: The share equivalent units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The share equivalent units are convertible immediately and have no expiration date. F2 · derivative.expiration_date: The share equivalent units are convertible immediately and have no expiration date. F3 · ownership.direct: 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. F4 · ownership.direct: The reported share equivalent units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in ca sh following termination of service as a Director. Read SEC document |
| March 31, 2005 Filed Apr 4, 2005 18:39 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 311 | $51.50 | $16,017.74 |
DisclosureSEC source: 0000004962-05-000096 · doc4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,060 Underlying: Common Shares · 311 shares Expires not disclosed F1 · derivative.exercise_price: The share equivalent units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The share equivalent units are convertible immediately and have no expiration date. F2 · derivative.expiration_date: The share equivalent units are convertible immediately and have no expiration date. F3 · ownership.direct: The reported share equivalent units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in ca sh following termination of service as a Director. F4 · ownership.direct: 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, 2005 Filed Apr 4, 2005 18:05 UTC | INTEL CORP INTC · Entity 2799 | GrantPhantom Share Units · Derivative | 646 | $23.23 | $15,006.58 |
DisclosureSEC source: 0000050863-05-000076 · edgar.xml · derivative · entry 2 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 646 Underlying: COM.STK · 646 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1-for-1. F2 · derivative.exercise_date: Date Exercisable and Expiration Date are the reporting person's retirement date which is currently unknown. F2 · derivative.expiration_date: Date Exercisable and Expiration Date are the reporting person's retirement date which is currently unknown. F3 · balance_after: Ambassador Barshefsky holds 20,000 options with the right to buy Intel Corporation common stock. Read SEC document |
| February 22, 2005 Filed Feb 23, 2005 20:48 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | PurchaseCommon Shares | 1,100 | $54.17 | $59,587.00 |
DisclosureSEC source: 0000004962-05-000070 · doc4.xml · nonDerivative · entry 2 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,063 Read SEC document |
| February 22, 2005 Filed Feb 23, 2005 20:48 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | PurchaseCommon Shares | 1,900 | $54.20 | $102,980.00 |
DisclosureSEC source: 0000004962-05-000070 · doc4.xml · nonDerivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,963 Read SEC document |
| January 25, 2005 Filed Jan 27, 2005 17:38 UTC | INTEL CORP INTC · Entity 2799 | PurchaseCOMMON | 1,700 | $22.50 | $38,250.00 |
DisclosureSEC source: 0000050863-05-000019 · edgar.xml · nonDerivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Plan Disclosed balance after: 1,700 Read SEC document |
| December 31, 2004 Filed Jan 4, 2005 23:05 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 283 | $56.51 | $15,990.92 |
DisclosureSEC source: 0000004962-05-000003 · doc4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,730 Underlying: Common Shares · 283 shares Expires not disclosed F1 · derivative.exercise_price: The share equivalent units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The share equivalent units are convertible immediately and have no expiration date. F2 · derivative.expiration_date: The share equivalent units are convertible immediately and have no expiration date. F3 · ownership.direct: The reported share equivalent units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in ca sh following termination of service as a Director. F4 · ownership.direct: 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 30, 2004 Filed Oct 4, 2004 16:59 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 311 | $51.39 | $15,982.29 |
DisclosureSEC source: 0000004962-04-000178 · doc4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,429 Underlying: Common Shares · 311 shares Expires not disclosed F1 · derivative.exercise_price: The share equivalent units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The share equivalent units are convertible immediately and have no expiration date. F2 · derivative.expiration_date: The share equivalent units are convertible immediately and have no expiration date. F3 · ownership.direct: The reported share equivalent units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in ca sh following termination of service as a Director. F4 · ownership.direct: 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, 2004 Filed Jul 2, 2004 15:53 UTC Amendment | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 312 | $51.33 | $16,014.96 |
DisclosureSEC source: 0000004962-04-000149 · doc4a.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,101 Underlying: Common Shares · 312 shares Expires not disclosed F1 · derivative.exercise_price: The share equivalent units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The share equivalent units are convertible immediately and have no expiration date. F2 · derivative.expiration_date: The share equivalent units are convertible immediately and have no expiration date. F3 · ownership.direct: The reported share equivalent units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in ca sh following termination of service as a Director. F4 · ownership.direct: 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 19, 2004 Filed May 21, 2004 21:13 UTC | INTEL CORP INTC · Entity 2799 | GrantOption (right to buy) · Derivative | 15,000 | $0.00 Strike: $27.53 | $0.00 |
DisclosureSEC source: 0000050863-04-000106 · edgar.xml · derivative · entry 2 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: COM. STK · 15,000 shares Expires 2011-05-19 F2 · price: Not a required reportable field. SEC software requires a dollar amount; use zeros per SEC. Read SEC document |
| April 26, 2004 Filed Apr 28, 2004 15:59 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 2,225 | $0.00 | $0.00 |
DisclosureSEC source: 0000004962-04-000115 · doc4.xml · derivative · entry 2 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,777.834 Underlying: Common Shares · 2,225 shares Expires not disclosed F1 · derivative.exercise_price: The share equivalent units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The share equivalent units are convertible immediately and have no expiration date. F2 · derivative.expiration_date: The share equivalent units are convertible immediately and have no expiration date. F3 · ownership.direct: 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. F4 · ownership.direct: The reported share equivalent units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in ca sh following termination of service as a Director. Read SEC document |
| March 31, 2004 Filed Apr 2, 2004 16:50 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 315.147 | $50.77 | $16,000.01 |
DisclosureSEC source: 0000004962-04-000100 · doc4.xml · derivative · entry 2 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,552.834 Underlying: Common Shares · 315.147 shares Expires not disclosed F1 · derivative.exercise_price: The share equivalent units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The share equivalent units are convertible immediately and have no expiration date. F2 · derivative.expiration_date: The share equivalent units are convertible immediately and have no expiration date. F3 · ownership.direct: The reported share equivalent units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in ca sh following termination of service as a Director. F4 · ownership.direct: 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, 2004 Filed Jul 2, 2004 15:25 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 312 | $51.33 | $16,014.96 |
DisclosureSEC source: 0000004962-04-000147 · doc4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,101 Underlying: Common Shares · 312 shares Expires not disclosed F1 · derivative.exercise_price: The share equivalent units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The share equivalent units are convertible immediately and have no expiration date. F2 · derivative.expiration_date: The share equivalent units are convertible immediately and have no expiration date. F3 · ownership.direct: The reported share equivalent units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in ca sh following termination of service as a Director. F4 · ownership.direct: 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 03, 2004 Filed Feb 3, 2004 21:14 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | PurchaseCommon Shares | 3,000 | $52.40 | $157,200.00 |
DisclosureSEC source: 0000004962-04-000057 · doc4.xml · nonDerivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,050.045 Read SEC document |
| January 21, 2004 Filed Jan 23, 2004 20:27 UTC | INTEL CORP INTC · Entity 2799 | GrantOption (right to buy) · Derivative | 5,000 | $32.06 Strike: $32.06 | $160,300.00 |
DisclosureSEC source: 0000050863-04-000016 · edgar.xml · derivative · entry 2 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: COM.STK · 5,000 shares Expires 2014-01-21 Read SEC document |
| December 31, 2003 Filed Jan 5, 2004 18:20 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 331.74 | $48.23 | $15,999.82 |
DisclosureSEC source: 0000004962-04-000008 · doc4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,227.823 Underlying: Common Shares · 331.74 shares Expires not disclosed F1 · derivative.exercise_price: The share equivalent units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The share equivalent units are convertible immediately and have no expiration date. F2 · derivative.expiration_date: The share equivalent units are convertible immediately and have no expiration date. F3 · ownership.direct: The reported share equivalent units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in ca sh following termination of service as a Director. F4 · ownership.direct: 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 30, 2003 Filed Oct 2, 2003 22:05 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 355.08 | $45.06 | $15,999.90 |
DisclosureSEC source: 0000004962-03-000187 · doc4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,885.497 Underlying: Common Shares · 355.08 shares Expires not disclosed F1 · derivative.exercise_price: The share equivalent units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The share equivalent units are convertible immediately and have no expiration date. F2 · derivative.expiration_date: The share equivalent units are convertible immediately and have no expiration date. F3 · ownership.direct: The reported share equivalent units were acquired pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and wil l be settled in cash following termination of service as a Director. F4 · ownership.direct: 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 |
| August 06, 2003 Filed Aug 7, 2003 16:29 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | PurchaseCommon Shares | 2,280 | $43.94 | $100,183.20 |
DisclosureSEC source: 0000004962-03-000147 · doc4.xml · nonDerivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,050.045 Read SEC document |
| June 30, 2003 Filed Jul 2, 2003 17:50 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 374.01 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000004962-03-000126 · doc4.xml · derivative · entry 1 BARSHEFSKY CHARLENE · CIK 0001145766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,520.211 Underlying: Common Shares · 374.01 shares Expires 1988-08-08 F1 · derivative.exercise_price: The share equivalent units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The share equivalent units are convertible immediately and have no expiration date. F2 · derivative.expiration_date: The share equivalent units are convertible immediately and have no expiration date. F3 · ownership.direct: The reported share equivalent units were acquired pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and wil l be settled in cash following termination of service as a Director. F4 · ownership.direct: 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.