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 |
|---|---|---|---|---|---|---|
| August 25, 2024 Filed Aug 27, 2024 21:12 UTC | Covista Inc. ATGE · Entity 3964 | Tax withholdingCommon Stock | 10,179 | $75.35 | $766,987.65 |
DisclosureSEC source: 0001127602-24-023014 · form4.xml · nonDerivative · entry 5 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,906 F3 · shares: Represents the satisfaction of tax withholding obligations upon the vesting of previously awarded performance stock units. Read SEC document |
| August 25, 2024 Filed Aug 27, 2024 21:12 UTC | Covista Inc. ATGE · Entity 3964 | GrantCommon Stock | 20,317 | $75.35 | $1,530,885.95 |
DisclosureSEC source: 0001127602-24-023014 · form4.xml · nonDerivative · entry 4 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,085 F2 · shares: Common stock issued in payout of performance share units awarded on November 10, 2021. Read SEC document |
| August 25, 2024 Filed Aug 27, 2024 21:12 UTC | Covista Inc. ATGE · Entity 3964 | Tax withholdingCommon Stock | 13,178 | $75.35 | $992,962.30 |
DisclosureSEC source: 0001127602-24-023014 · form4.xml · nonDerivative · entry 3 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,768 F3 · shares: Represents the satisfaction of tax withholding obligations upon the vesting of previously awarded performance stock units. Read SEC document |
| August 25, 2024 Filed Aug 27, 2024 21:12 UTC | Covista Inc. ATGE · Entity 3964 | GrantCommon Stock | 26,302 | $75.35 | $1,981,855.70 |
DisclosureSEC source: 0001127602-24-023014 · form4.xml · nonDerivative · entry 2 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,946 F2 · shares: Common stock issued in payout of performance share units awarded on November 10, 2021. Read SEC document |
| August 25, 2024 Filed Aug 27, 2024 21:12 UTC | Covista Inc. ATGE · Entity 3964 | Tax withholdingCommon Stock | 5,160 | $75.35 | $388,806.00 |
DisclosureSEC source: 0001127602-24-023014 · form4.xml · nonDerivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,644 F1 · shares: Represents the satisfaction of tax withholding obligations upon the vesting of previously awarded restricted stock units. Read SEC document |
| August 08, 2024 Filed Aug 9, 2024 20:12 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 67,330 | $71.51 | $4,815,084.75 |
DisclosureSEC source: 0001127602-24-021937 · form4.xml · nonDerivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,804 F1 · price: This transaction was executed in multiple trades at prices ranging from $71.24 to $71.88. 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, 2024 Filed Jul 2, 2024 20:01 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 163.92 | $228.77 | $37,499.98 |
DisclosureSEC source: 0001127602-24-019819 · form4.xml · derivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,576.736 Underlying: Common Stock · 163.92 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| May 06, 2024 Filed May 8, 2024 19:53 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 955.276 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-014570 · form4.xml · derivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,394.216 Underlying: Common Stock · 955.276 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 20:10 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 151.49 | $223.97 | $33,929.22 |
DisclosureSEC source: 0001127602-24-011822 · form4.xml · derivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,438.94 Underlying: Common Stock · 151.49 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, 2023 Filed Jan 3, 2024 21:51 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 179.93 | $180.63 | $32,500.76 |
DisclosureSEC source: 0001127602-24-000510 · form4.xml · derivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,269.75 Underlying: Common Stock · 179.93 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 14, 2023 Filed Nov 15, 2023 21:14 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 4,643 | $0.00 Strike: $33.90 | $0.00 |
DisclosureSEC source: 0001127602-23-027432 · form4.xml · derivative · entry 6 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,643 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. F3 · derivative.exercise_date: Options granted on 8/23/2017. Read SEC document |
| November 14, 2023 Filed Nov 15, 2023 21:14 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 4,643 | $55.77 | $258,935.93 |
DisclosureSEC source: 0001127602-23-027432 · form4.xml · nonDerivative · entry 4 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,134 F2 · price: This transaction was executed in multiple trades at prices ranging from $55.32 to $56.34. 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 |
| November 14, 2023 Filed Nov 15, 2023 21:14 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionCommon Stock | 4,643 | $33.90 | $157,397.70 |
DisclosureSEC source: 0001127602-23-027432 · form4.xml · nonDerivative · entry 3 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,777 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 13, 2023 Filed Nov 15, 2023 21:14 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 62,757 | $0.00 Strike: $33.90 | $0.00 |
DisclosureSEC source: 0001127602-23-027432 · form4.xml · derivative · entry 5 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,643 Underlying: Common Stock · 62,757 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. F3 · derivative.exercise_date: Options granted on 8/23/2017. Read SEC document |
| November 13, 2023 Filed Nov 15, 2023 21:14 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 62,757 | $54.77 | $3,437,326.40 |
DisclosureSEC source: 0001127602-23-027432 · form4.xml · nonDerivative · entry 2 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,134 F1 · price: This transaction was executed in multiple trades at prices ranging from $53.93 to $55.52. 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 |
| November 13, 2023 Filed Nov 15, 2023 21:14 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionCommon Stock | 62,757 | $33.90 | $2,127,462.30 |
DisclosureSEC source: 0001127602-23-027432 · form4.xml · nonDerivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 224,891 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 10, 2023 Filed Nov 13, 2023 21:26 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 49,478 | $0.00 Strike: $33.90 | $0.00 |
DisclosureSEC source: 0001127602-23-027247 · form4.xml · derivative · entry 11 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,400 Underlying: Common Stock · 49,478 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. F7 · derivative.exercise_date: Options granted on 8/23/2017. Read SEC document |
| November 10, 2023 Filed Nov 13, 2023 21:26 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 49,478 | $55.19 | $2,730,483.01 |
DisclosureSEC source: 0001127602-23-027247 · form4.xml · nonDerivative · entry 8 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,134 F6 · price: This transaction was executed in multiple trades at prices ranging from $54.38 to $55.72. 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 |
| November 10, 2023 Filed Nov 13, 2023 21:26 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionCommon Stock | 49,478 | $33.90 | $1,677,304.20 |
DisclosureSEC source: 0001127602-23-027247 · form4.xml · nonDerivative · entry 7 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 211,612 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 09, 2023 Filed Nov 13, 2023 21:26 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 78,570 | $0.00 Strike: $33.90 | $0.00 |
DisclosureSEC source: 0001127602-23-027247 · form4.xml · derivative · entry 10 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,878 Underlying: Common Stock · 78,570 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. F7 · derivative.exercise_date: Options granted on 8/23/2017. Read SEC document |
| November 09, 2023 Filed Nov 13, 2023 21:26 UTC | Covista Inc. ATGE · Entity 3964 | Tax withholdingCommon Stock | 1,634 | $55.19 | $90,180.46 |
DisclosureSEC source: 0001127602-23-027247 · form4.xml · nonDerivative · entry 6 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,134 F5 · shares: Represents the satisfaction of tax withholding obligations upon the vesting of previously awarded restricted stock units. Read SEC document |
| November 09, 2023 Filed Nov 13, 2023 21:26 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 78,570 | $55.57 | $4,366,103.47 |
DisclosureSEC source: 0001127602-23-027247 · form4.xml · nonDerivative · entry 5 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,768 F4 · price: This transaction was executed in multiple trades at prices ranging from $55.10 to $56.08. 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 |
| November 09, 2023 Filed Nov 13, 2023 21:26 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionCommon Stock | 78,570 | $33.90 | $2,663,523.00 |
DisclosureSEC source: 0001127602-23-027247 · form4.xml · nonDerivative · entry 4 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 242,338 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 08, 2023 Filed Nov 13, 2023 21:26 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 45,623 | $0.00 Strike: $33.90 | $0.00 |
DisclosureSEC source: 0001127602-23-027247 · form4.xml · derivative · entry 9 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,448 Underlying: Common Stock · 45,623 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. F7 · derivative.exercise_date: Options granted on 8/23/2017. Read SEC document |
| November 08, 2023 Filed Nov 13, 2023 21:26 UTC | Covista Inc. ATGE · Entity 3964 | GrantCommon Stock | 2,530 | $55.32 | $139,959.60 |
DisclosureSEC source: 0001127602-23-027247 · form4.xml · nonDerivative · entry 3 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,768 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 $55.32, the closing price of ATGE common stock on November 8, 2023. Read SEC document |
| November 08, 2023 Filed Nov 13, 2023 21:26 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 45,623 | $55.15 | $2,516,268.13 |
DisclosureSEC source: 0001127602-23-027247 · form4.xml · nonDerivative · entry 2 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 161,238 F1 · price: This transaction was executed in multiple trades at prices ranging from $54.63 to $55.66. 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 |
| November 08, 2023 Filed Nov 13, 2023 21:26 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionCommon Stock | 45,623 | $33.90 | $1,546,619.70 |
DisclosureSEC source: 0001127602-23-027247 · form4.xml · nonDerivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 206,861 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 07, 2023 Filed Nov 7, 2023 23:01 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 71,722 | $0.00 Strike: $33.90 | $0.00 |
DisclosureSEC source: 0001127602-23-026959 · form4.xml · derivative · entry 7 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 241,071 Underlying: Common Stock · 71,722 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. F4 · derivative.exercise_date: Options granted on 8/23/2017. Read SEC document |
| November 07, 2023 Filed Nov 7, 2023 23:01 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 71,722 | $55.30 | $3,966,384.39 |
DisclosureSEC source: 0001127602-23-026959 · form4.xml · nonDerivative · entry 5 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 161,238 F3 · price: This transaction was executed in multiple trades at prices ranging from $54.08 to $55.61. 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 |
| November 07, 2023 Filed Nov 7, 2023 23:01 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionCommon Stock | 71,722 | $33.90 | $2,431,375.80 |
DisclosureSEC source: 0001127602-23-026959 · form4.xml · nonDerivative · entry 4 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 232,960 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 06, 2023 Filed Nov 7, 2023 23:01 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 20,233 | $0.00 Strike: $33.90 | $0.00 |
DisclosureSEC source: 0001127602-23-026959 · form4.xml · derivative · entry 6 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 312,793 Underlying: Common Stock · 20,233 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. F4 · derivative.exercise_date: Options granted on 8/23/2017. Read SEC document |
| November 06, 2023 Filed Nov 7, 2023 23:01 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 20,233 | $55.01 | $1,113,003.17 |
DisclosureSEC source: 0001127602-23-026959 · form4.xml · nonDerivative · entry 3 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 161,238 F2 · price: This transaction was executed in multiple trades at prices ranging from $54.80 to $55.20. 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 |
| November 06, 2023 Filed Nov 7, 2023 23:01 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionCommon Stock | 20,233 | $33.90 | $685,898.70 |
DisclosureSEC source: 0001127602-23-026959 · form4.xml · nonDerivative · entry 2 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,471 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 03, 2023 Filed Nov 7, 2023 23:01 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 29,172 | $55.02 | $1,605,005.52 |
DisclosureSEC source: 0001127602-23-026959 · form4.xml · nonDerivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 161,238 F1 · price: This transaction was executed in multiple trades at prices ranging from $54.46 to $55.57. 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 29, 2023 Filed Oct 3, 2023 20:38 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 208.45 | $155.91 | $32,499.44 |
DisclosureSEC source: 0001127602-23-025254 · form4.xml · derivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,066.24 Underlying: Common Stock · 208.45 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, 2023 Filed Aug 29, 2023 20:21 UTC | Covista Inc. ATGE · Entity 3964 | Tax withholdingCommon Stock | 2,713 | $43.55 | $118,151.15 |
DisclosureSEC source: 0001127602-23-023359 · form4.xml · nonDerivative · entry 7 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 190,410 F1 · shares: Represents the satisfaction of tax withholding obligations upon the vesting of previously awarded restricted stock units. Read SEC document |
| August 26, 2023 Filed Aug 29, 2023 20:21 UTC | Covista Inc. ATGE · Entity 3964 | Tax withholdingCommon Stock | 12,643 | $43.20 | $546,177.60 |
DisclosureSEC source: 0001127602-23-023359 · form4.xml · nonDerivative · entry 6 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 193,123 F3 · shares: Represents the satisfaction of tax withholding obligations upon the vesting of previously awarded performance stock units. Read SEC document |
| August 26, 2023 Filed Aug 29, 2023 20:21 UTC | Covista Inc. ATGE · Entity 3964 | GrantCommon Stock | 25,234 | $43.20 | $1,090,108.80 |
DisclosureSEC source: 0001127602-23-023359 · form4.xml · nonDerivative · entry 5 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 205,766 F2 · shares: Common stock issued in payout of performance share units awarded on November 11, 2020. Read SEC document |
| August 26, 2023 Filed Aug 29, 2023 20:21 UTC | Covista Inc. ATGE · Entity 3964 | Tax withholdingCommon Stock | 13,518 | $43.20 | $583,977.60 |
DisclosureSEC source: 0001127602-23-023359 · form4.xml · nonDerivative · entry 4 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,532 F3 · shares: Represents the satisfaction of tax withholding obligations upon the vesting of previously awarded performance stock units. Read SEC document |
| August 26, 2023 Filed Aug 29, 2023 20:21 UTC | Covista Inc. ATGE · Entity 3964 | GrantCommon Stock | 26,982 | $43.20 | $1,165,622.40 |
DisclosureSEC source: 0001127602-23-023359 · form4.xml · nonDerivative · entry 3 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 194,050 F2 · shares: Common stock issued in payout of performance share units awarded on November 11, 2020. Read SEC document |
| August 26, 2023 Filed Aug 29, 2023 20:21 UTC | Covista Inc. ATGE · Entity 3964 | Tax withholdingCommon Stock | 7,821 | $43.20 | $337,867.20 |
DisclosureSEC source: 0001127602-23-023359 · form4.xml · nonDerivative · entry 2 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 167,068 F1 · shares: Represents the satisfaction of tax withholding obligations upon the vesting of previously awarded restricted stock units. Read SEC document |
| August 25, 2023 Filed Aug 29, 2023 20:21 UTC | Covista Inc. ATGE · Entity 3964 | Tax withholdingCommon Stock | 5,145 | $43.20 | $222,264.00 |
DisclosureSEC source: 0001127602-23-023359 · form4.xml · nonDerivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,889 F1 · shares: Represents the satisfaction of tax withholding obligations upon the vesting of previously awarded restricted stock units. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 19:54 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 189.98 | $171.07 | $32,499.88 |
DisclosureSEC source: 0001127602-23-019970 · form4.xml · derivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,836.38 Underlying: Common Stock · 189.98 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 15, 2023 Filed May 16, 2023 20:25 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 71,400 | $40.45 | $2,887,830.12 |
DisclosureSEC source: 0001127602-23-015749 · form4.xml · nonDerivative · entry 2 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,034 F1 · shares: Shares disposed pursuant to a qualified domestic relations order. F3 · price: This transaction was executed in multiple trades at prices ranging from $40.15 to $41.20. 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 |
| May 12, 2023 Filed May 16, 2023 20:25 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 24,094 | $41.14 | $991,328.35 |
DisclosureSEC source: 0001127602-23-015749 · form4.xml · nonDerivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 251,434 F1 · shares: Shares disposed pursuant to a qualified domestic relations order. F2 · price: This transaction was executed in multiple trades at prices ranging from $40.92 to $41.32. 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 |
| May 11, 2023 Filed May 12, 2023 20:14 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 7,940 | $41.24 | $327,475.77 |
DisclosureSEC source: 0001127602-23-015428 · form4.xml · nonDerivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 275,528 F1 · shares: Shares disposed pursuant to a qualified domestic relations order. F2 · price: This transaction was executed in multiple trades at prices ranging from $41.05 to $41.44. 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 |
| May 02, 2023 Filed May 4, 2023 20:23 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 1,364.595 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-014481 · form4.xml · derivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,629.188 Underlying: Common Stock · 1,364.595 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 20:09 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 201.41 | $161.36 | $32,499.52 |
DisclosureSEC source: 0001127602-23-012163 · form4.xml · derivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,264.593 Underlying: Common Stock · 201.41 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 |
| March 07, 2023 Filed Mar 10, 2023 02:02 UTC | Covista Inc. ATGE · Entity 3964 | OtherPhantom Stock Units · Derivative | 752.591 | $38.72 | $29,140.32 |
DisclosureSEC source: 0001127602-23-009694 · form4.xml · derivative · entry 2 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 523.424 Underlying: Common Stock · 752.591 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock entitled the reporting person to receive, on March 7, 2023, one share of Adtalem Global Education Inc.'s common stock or the cash value thereof. Prior to payment, the reporting person had the right to transfer the value of their phantom stock account into an alternative investment account. F2 · shares: Pursuant to an election previously made. Shares were converted to cash. F3 · derivative.exercise_date: Each share of phantom stock entitles the reporting person to receive one share of Adtalem Global Education Inc.'s common stock or the cash value thereof. F3 · derivative.expiration_date: Each share of phantom stock entitles the reporting person to receive one share of Adtalem Global Education Inc.'s common stock or the cash value thereof. Read SEC document |
| January 31, 2023 Filed Feb 3, 2023 21:40 UTC | Covista Inc. ATGE · Entity 3964 | OtherPhantom Stock Units · Derivative | 86.064 | $38.18 | $3,285.92 |
DisclosureSEC source: 0001127602-23-003352 · form4.xml · derivative · entry 2 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,276.015 Underlying: Common Stock · 86.064 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock entitled the reporting person to receive, on January 31, 2023, one share of Adtalem Global Education Inc.'s common stock or the cash value thereof. Prior to payment, the reporting person had the right to transfer the value of their phantom stock account into an alternative investment account. F2 · shares: Pursuant to an election previously made. Shares were converted to cash. F3 · derivative.exercise_date: Each share of phantom stock entitles the reporting person to receive one share of Adtalem Global Education Inc.'s common stock or the cash value thereof. F3 · derivative.expiration_date: Each share of phantom stock entitles the reporting person to receive one share of Adtalem Global Education Inc.'s common stock or the cash value thereof. 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.