Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN EXPRESS COAXP · Entity 2839 | Director | September 30, 2026 | October 03, 2026 |
| Covista Inc.ATGE · Entity 3964 | Director | November 12, 2025 | November 14, 2025 |
| G III APPAREL GROUP LTD /DE/GIII · Entity 4753 | Director | June 09, 2022 | June 14, 2022 |
| LOWES COMPANIES INCLOW · Entity 2896 | Director | March 31, 2021 | April 02, 2021 |
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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Share Equivalent UnitsSEC Table II · derivative / convertible security | Direct | 10,574.744 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 120.096 · Balance 10,574.744 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.
Covista Inc.
Report date November 12, 2025 · Filed November 14, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 44,251 |
Ending reported balance
After 2025-11-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-11-12 · Grant · Acquired 1,445 · Balance 44,896 F1: The common stock is a restricted stock unit which represents a right to receive one share of common stock for each restricted stock unit. Stock units vest 100% on the one year anniversary of the transaction date. F2: The number of restricted stock units awarded to the Reporting Person was determined by dividing the total dollar value of director compensation awarded to the Reporting Person by $96.86, the closing price of ATGE common stock on November 12, 2025. Row 2 · 2025-11-13 · Tax withholding · Disposed 645 · Balance 44,251 F3: Represents the satisfaction of tax withholding obligations upon the vesting of previously awarded restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: The common stock is a restricted stock unit which represents a right to receive one share of common stock for each restricted stock unit. Stock units vest 100% on the one year anniversary of the transaction date.
F2: The number of restricted stock units awarded to the Reporting Person was determined by dividing the total dollar value of director compensation awarded to the Reporting Person by $96.86, the closing price of ATGE common stock on November 12, 2025.
F3: Represents the satisfaction of tax withholding obligations upon the vesting of previously awarded restricted stock units.
G III APPAREL GROUP LTD /DE/
Report date June 09, 2022 · Filed June 14, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, Par Value $.01 Per ShareSEC Table I · non-derivative | Direct | 5,086 |
Reported balance
After 2022-06-09 transaction · row 1
1 source rowRow 1 · 2022-06-09 · Grant · Acquired 5,086 · Balance 5,086 F1: The grant consists of restricted stock units that shall become vested with respect to 1,696 shares on June 9, 2023, 1,695 shares on May 31, 2024 and 1,695 shares on May 31, 2025, subject to the Participant's continuous service as a Director with the Company through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The grant consists of restricted stock units that shall become vested with respect to 1,696 shares on June 9, 2023, 1,695 shares on May 31, 2024 and 1,695 shares on May 31, 2025, subject to the Participant's continuous service as a Director with the Company through the applicable vesting date.
LOWES COMPANIES INC
Report date March 31, 2021 · Filed April 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 1,674.198 |
Reported balance
After 2021-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-03-31 · Grant · Acquired 118.309 · Balance 1,674.198 F1: Represents the credit of deferred compensation to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. F2: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F3: Includes the credit of dividends to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the credit of deferred compensation to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan.
F2: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer.
F3: Includes the credit of dividends to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan.
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 30, 2026 Filed Oct 3, 2026 00:15 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 120.096 | $312.25 | $37,499.98 |
DisclosureSEC source: 0000004962-26-000373 · form4.xml · derivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,574.744 Underlying: Common Stock · 120.096 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 20:19 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 112.262 | $334.04 | $37,500.00 |
DisclosureSEC source: 0000004962-26-000298 · form4.xml · derivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,425.42 Underlying: Common Stock · 112.262 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 20:24 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 742.115 | $0.00 | $0.00 |
DisclosureSEC source: 0000004962-26-000236 · form4.xml · derivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,284.474 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 20:13 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 125.364 | $299.13 | $37,500.13 |
DisclosureSEC source: 0000004962-26-000140 · form4.xml · derivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,542.359 Underlying: Common Stock · 125.364 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 21:21 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 99.033 | $378.66 | $37,499.84 |
DisclosureSEC source: 0000004962-26-000024 · form4.xml · derivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,395.782 Underlying: Common Stock · 99.033 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, 2025 Filed Nov 14, 2025 21:28 UTC | Covista Inc. ATGE · Entity 3964 | Tax withholdingCommon Stock | 645 | $96.26 | $62,087.70 |
DisclosureSEC source: 0000730464-25-000058 · form4.xml · nonDerivative · entry 2 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,251 F3 · shares: Represents the satisfaction of tax withholding obligations upon the vesting of previously awarded restricted stock units. Read SEC document |
| November 12, 2025 Filed Nov 14, 2025 21:28 UTC | Covista Inc. ATGE · Entity 3964 | GrantCommon Stock | 1,445 | $96.86 | $139,962.70 |
DisclosureSEC source: 0000730464-25-000058 · form4.xml · nonDerivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,896 F1 · shares: The common stock is a restricted stock unit which represents a right to receive one share of common stock for each restricted stock unit. Stock units vest 100% on the one year anniversary of the transaction date. F2 · price: The number of restricted stock units awarded to the Reporting Person was determined by dividing the total dollar value of director compensation awarded to the Reporting Person by $96.86, the closing price of ATGE common stock on November 12, 2025. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 20:16 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 111.82 | $335.36 | $37,499.96 |
DisclosureSEC source: 0000004962-25-000203 · form4.xml · derivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,276.072 Underlying: Common Stock · 111.82 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 |
| August 28, 2025 Filed Aug 29, 2025 20:20 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 25,477 | $132.38 | $3,372,663.09 |
DisclosureSEC source: 0000730464-25-000024 · form4.xml · nonDerivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,451 F1 · price: This transaction was executed in multiple trades at prices ranging from $130.22 to $133.72. The price reported above reflects the weighted average sales 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 transaction was effected. Read SEC document |
| August 27, 2025 Filed Aug 27, 2025 21:47 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 18,392 | $135.22 | $2,486,888.99 |
DisclosureSEC source: 0000730464-25-000023 · form4.xml · nonDerivative · entry 2 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,928 F2 · price: This transaction was executed in multiple trades at prices ranging from $134.54 to $136.24. The price reported above reflects the weighted average sales 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 transaction was effected. Read SEC document |
| August 25, 2025 Filed Aug 27, 2025 21:47 UTC | Covista Inc. ATGE · Entity 3964 | Tax withholdingCommon Stock | 5,157 | $135.33 | $697,896.81 |
DisclosureSEC source: 0000730464-25-000023 · form4.xml · nonDerivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,320 F1 · shares: Represents the satisfaction of tax withholding obligations upon the vesting of previously awarded restricted stock units. Read SEC document |
| August 21, 2025 Filed Aug 25, 2025 20:11 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 12,900 | $132.90 | $1,714,465.47 |
DisclosureSEC source: 0000730464-25-000012 · form4.xml · nonDerivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,477 F1 · price: This transaction was executed in multiple trades at prices ranging from $132.34 to $133.41. The price reported above reflects the weighted average sales 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 transaction was effected. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:19 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 124.111 | $302.15 | $37,500.14 |
DisclosureSEC source: 0001127602-25-018660 · form4.xml · derivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,139.056 Underlying: Common Stock · 124.111 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 |
| April 29, 2025 Filed May 1, 2025 22:05 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 948.467 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-013042 · form4.xml · derivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,991.764 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 17:25 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 140.03 | $267.80 | $37,500.03 |
DisclosureSEC source: 0001127602-25-011029 · form4.xml · derivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,043.297 Underlying: Common Stock · 140.03 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 21:16 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 125.2 | $299.52 | $37,499.90 |
DisclosureSEC source: 0001127602-25-000413 · form4.xml · derivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,885.476 Underlying: Common Stock · 125.2 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, 2024 Filed Nov 14, 2024 01:05 UTC | Covista Inc. ATGE · Entity 3964 | GrantCommon Stock | 1,560 | $89.85 | $140,166.00 |
DisclosureSEC source: 0001127602-24-027262 · form4.xml · nonDerivative · entry 2 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,377 F2 · shares: The common stock is a restricted stock unit which represents a right to receive one share of common stock for each restricted stock unit. Stock units vest 100% on the one year anniversary of the transaction date. F3 · price: The number of restricted stock units awarded to the Reporting Person was determined by dividing the total dollar value of director compensation awarded to the Reporting Person by $89.85, the closing price of ATGE common stock on November 13, 2024. Read SEC document |
| November 08, 2024 Filed Nov 14, 2024 01:05 UTC | Covista Inc. ATGE · Entity 3964 | Tax withholdingCommon Stock | 1,268 | $91.23 | $115,679.64 |
DisclosureSEC source: 0001127602-24-027262 · form4.xml · nonDerivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,817 F1 · shares: Represents the satisfaction of tax withholding obligations upon the vesting of previously awarded restricted stock units. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 21:54 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 142.4 | $263.35 | $37,501.04 |
DisclosureSEC source: 0001127602-24-024979 · form4.xml · derivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,741.433 Underlying: Common Stock · 142.4 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 13, 2024 Filed Sep 13, 2024 21:39 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 67,976 | $0.00 Strike: $32.03 | $0.00 |
DisclosureSEC source: 0001127602-24-023940 · form4.xml · derivative · entry 6 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,565 Underlying: Common Stock · 67,976 shares Expires 2030-08-26 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 13, 2024 Filed Sep 13, 2024 21:39 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 67,976 | $72.86 | $4,952,683.78 |
DisclosureSEC source: 0001127602-24-023940 · form4.xml · nonDerivative · entry 4 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,085 F2 · price: This transaction was executed in multiple trades at prices ranging from $72.40 to $73.64. The price reported above reflects the weighted average sales 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 transaction was effected. Read SEC document |
| September 13, 2024 Filed Sep 13, 2024 21:39 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionCommon Stock | 67,976 | $32.03 | $2,177,271.28 |
DisclosureSEC source: 0001127602-24-023940 · form4.xml · nonDerivative · entry 3 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,061 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 12, 2024 Filed Sep 13, 2024 21:39 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 7,292 | $0.00 Strike: $32.03 | $0.00 |
DisclosureSEC source: 0001127602-24-023940 · form4.xml · derivative · entry 5 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,541 Underlying: Common Stock · 7,292 shares Expires 2030-08-26 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 12, 2024 Filed Sep 13, 2024 21:39 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 7,292 | $72.10 | $525,784.56 |
DisclosureSEC source: 0001127602-24-023940 · form4.xml · nonDerivative · entry 2 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,085 F1 · price: This transaction was executed in multiple trades at prices ranging from $72.00 to $72.36. The price reported above reflects the weighted average sales 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 transaction was effected. Read SEC document |
| September 12, 2024 Filed Sep 13, 2024 21:39 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionCommon Stock | 7,292 | $32.02 | $233,489.84 |
DisclosureSEC source: 0001127602-24-023940 · form4.xml · nonDerivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,377 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 04, 2024 Filed Sep 5, 2024 20:50 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 19,936 | $0.00 Strike: $32.03 | $0.00 |
DisclosureSEC source: 0001127602-24-023577 · form4.xml · derivative · entry 6 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,833 Underlying: Common Stock · 19,936 shares Expires 2030-08-26 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 04, 2024 Filed Sep 5, 2024 20:50 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 19,936 | $73.82 | $1,471,687.48 |
DisclosureSEC source: 0001127602-24-023577 · form4.xml · nonDerivative · entry 4 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,085 F2 · price: This transaction was executed in multiple trades at prices ranging from $73.50 to $74.4206. The price reported above reflects the weighted average sales 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 transaction was effected. Read SEC document |
| September 04, 2024 Filed Sep 5, 2024 20:50 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionCommon Stock | 19,936 | $32.03 | $638,550.08 |
DisclosureSEC source: 0001127602-24-023577 · form4.xml · nonDerivative · entry 3 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,021 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 03, 2024 Filed Sep 5, 2024 20:50 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 34,271 | $0.00 Strike: $32.03 | $0.00 |
DisclosureSEC source: 0001127602-24-023577 · form4.xml · derivative · entry 5 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,769 Underlying: Common Stock · 34,271 shares Expires 2030-08-26 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 03, 2024 Filed Sep 5, 2024 20:50 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 34,271 | $73.78 | $2,528,497.24 |
DisclosureSEC source: 0001127602-24-023577 · form4.xml · nonDerivative · entry 2 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,085 F1 · price: This transaction was executed in multiple trades at prices ranging from $73.13 to $75.33. The price reported above reflects the weighted average sales 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 transaction was effected. Read SEC document |
| September 03, 2024 Filed Sep 5, 2024 20:50 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionCommon Stock | 34,271 | $32.03 | $1,097,700.13 |
DisclosureSEC source: 0001127602-24-023577 · form4.xml · nonDerivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,356 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 |
| August 30, 2024 Filed Sep 3, 2024 20:42 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 14,960 | $0.00 Strike: $32.03 | $0.00 |
DisclosureSEC source: 0001127602-24-023326 · form4.xml · derivative · entry 9 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,040 Underlying: Common Stock · 14,960 shares Expires 2030-08-26 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 |
| August 30, 2024 Filed Sep 3, 2024 20:42 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 13,341 | $0.00 Strike: $43.39 | $0.00 |
DisclosureSEC source: 0001127602-24-023326 · form4.xml · derivative · entry 8 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,341 shares Expires 2029-08-28 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 |
| August 30, 2024 Filed Sep 3, 2024 20:42 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 14,960 | $75.74 | $1,132,998.59 |
DisclosureSEC source: 0001127602-24-023326 · form4.xml · nonDerivative · entry 6 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,085 F2 · price: This transaction was executed in multiple trades at prices ranging from $75.24 to $76.29. The price reported above reflects the weighted average sales 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 transaction was effected. Read SEC document |
| August 30, 2024 Filed Sep 3, 2024 20:42 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionCommon Stock | 14,960 | $32.03 | $479,168.80 |
DisclosureSEC source: 0001127602-24-023326 · form4.xml · nonDerivative · entry 5 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,045 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 |
| August 30, 2024 Filed Sep 3, 2024 20:42 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 13,341 | $75.74 | $1,010,383.30 |
DisclosureSEC source: 0001127602-24-023326 · form4.xml · nonDerivative · entry 4 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,085 F2 · price: This transaction was executed in multiple trades at prices ranging from $75.24 to $76.29. The price reported above reflects the weighted average sales 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 transaction was effected. Read SEC document |
| August 30, 2024 Filed Sep 3, 2024 20:42 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionCommon Stock | 13,341 | $43.39 | $578,865.99 |
DisclosureSEC source: 0001127602-24-023326 · form4.xml · nonDerivative · entry 3 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,426 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 |
| August 29, 2024 Filed Sep 3, 2024 20:42 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 30,115 | $0.00 Strike: $43.39 | $0.00 |
DisclosureSEC source: 0001127602-24-023326 · form4.xml · derivative · entry 7 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,341 Underlying: Common Stock · 30,115 shares Expires 2029-08-28 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 |
| August 29, 2024 Filed Sep 3, 2024 20:42 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 30,115 | $75.54 | $2,274,832.89 |
DisclosureSEC source: 0001127602-24-023326 · form4.xml · nonDerivative · entry 2 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,085 F1 · price: This transaction was executed in multiple trades at prices ranging from $74.90 to $76.27. The price reported above reflects the weighted average sales 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 transaction was effected. Read SEC document |
| August 29, 2024 Filed Sep 3, 2024 20:42 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionCommon Stock | 30,115 | $43.39 | $1,306,689.85 |
DisclosureSEC source: 0001127602-24-023326 · form4.xml · nonDerivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,200 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 |
| August 28, 2024 Filed Aug 29, 2024 20:33 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 36,156 | $0.00 Strike: $43.39 | $0.00 |
DisclosureSEC source: 0001127602-24-023158 · form4.xml · derivative · entry 9 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,456 Underlying: Common Stock · 36,156 shares Expires 2029-08-28 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 |
| August 28, 2024 Filed Aug 29, 2024 20:33 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 36,156 | $75.43 | $2,727,163.92 |
DisclosureSEC source: 0001127602-24-023158 · form4.xml · nonDerivative · entry 6 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,085 F2 · price: This transaction was executed in multiple trades at prices ranging from $74.97 to $76.25. The price reported above reflects the weighted average sales 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 transaction was effected. Read SEC document |
| August 28, 2024 Filed Aug 29, 2024 20:33 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionCommon Stock | 36,156 | $43.39 | $1,568,808.84 |
DisclosureSEC source: 0001127602-24-023158 · form4.xml · nonDerivative · entry 5 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,241 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 |
| August 27, 2024 Filed Aug 29, 2024 20:33 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 21,688 | $0.00 Strike: $43.39 | $0.00 |
DisclosureSEC source: 0001127602-24-023158 · form4.xml · derivative · entry 8 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,612 Underlying: Common Stock · 21,688 shares Expires 2029-08-28 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 |
| August 27, 2024 Filed Aug 29, 2024 20:33 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionIncentive Stock Option (Right to Buy) · Derivative | 2,949 | $0.00 Strike: $33.90 | $0.00 |
DisclosureSEC source: 0001127602-24-023158 · form4.xml · derivative · entry 7 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,949 shares Expires 2027-08-23 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 |
| August 27, 2024 Filed Aug 29, 2024 20:33 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 21,688 | $75.60 | $1,639,695.21 |
DisclosureSEC source: 0001127602-24-023158 · form4.xml · nonDerivative · entry 4 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,085 F1 · price: This transaction was executed in multiple trades at prices ranging from $75.33 to $75.85. The price reported above reflects the weighted average sales 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 transaction was effected. Read SEC document |
| August 27, 2024 Filed Aug 29, 2024 20:33 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionCommon Stock | 21,688 | $43.39 | $941,042.32 |
DisclosureSEC source: 0001127602-24-023158 · form4.xml · nonDerivative · entry 3 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,773 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 |
| August 27, 2024 Filed Aug 29, 2024 20:33 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 2,949 | $75.60 | $222,955.61 |
DisclosureSEC source: 0001127602-24-023158 · form4.xml · nonDerivative · entry 2 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,085 F1 · price: This transaction was executed in multiple trades at prices ranging from $75.33 to $75.85. The price reported above reflects the weighted average sales 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 transaction was effected. Read SEC document |
| August 27, 2024 Filed Aug 29, 2024 20:33 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionCommon Stock | 2,949 | $33.90 | $99,971.10 |
DisclosureSEC source: 0001127602-24-023158 · form4.xml · nonDerivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,034 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 |
| August 26, 2024 Filed Aug 27, 2024 21:12 UTC | Covista Inc. ATGE · Entity 3964 | Tax withholdingCommon Stock | 7,821 | $75.76 | $592,518.96 |
DisclosureSEC source: 0001127602-24-023014 · form4.xml · nonDerivative · entry 6 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,085 F1 · shares: Represents the satisfaction of tax withholding obligations upon the vesting of previously awarded restricted stock units. 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.