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 |
|---|---|---|---|---|---|---|
| December 31, 2022 Filed Jan 4, 2023 21:46 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 222.31 | $146.19 | $32,499.50 |
DisclosureSEC source: 0001127602-23-000541 · form4.xml · derivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,051.43 Underlying: Common Stock · 222.31 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 09, 2022 Filed Nov 14, 2022 21:33 UTC | Covista Inc. ATGE · Entity 3964 | GrantCommon Stock | 2,930 | $42.69 | $125,081.70 |
DisclosureSEC source: 0001127602-22-025482 · form4.xml · nonDerivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 283,468 F1 · 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 $42.69, the closing price of ATGE common stock on November 9, 2022. Read SEC document |
| November 08, 2022 Filed Nov 9, 2022 21:36 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 39,436 | $44.09 | $1,738,851.55 |
DisclosureSEC source: 0001127602-22-025193 · form4.xml · nonDerivative · entry 2 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,538 F2 · price: This transaction was executed in multiple trades at prices ranging from $43.77 to $44.40. 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, 2022 Filed Nov 9, 2022 21:36 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 30,564 | $43.17 | $1,319,405.09 |
DisclosureSEC source: 0001127602-22-025193 · form4.xml · nonDerivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 319,974 F1 · price: This transaction was executed in multiple trades at prices ranging from $42.92 to $43.58. 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 30, 2022 Filed Oct 4, 2022 20:36 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 227.43 | $142.90 | $32,499.75 |
DisclosureSEC source: 0001127602-22-023486 · form4.xml · derivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,816.29 Underlying: Common Stock · 227.43 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, 2022 Filed Aug 30, 2022 20:43 UTC | Covista Inc. ATGE · Entity 3964 | Tax withholdingCommon Stock | 2,616 | $39.75 | $103,986.00 |
DisclosureSEC source: 0001127602-22-021788 · form4.xml · nonDerivative · entry 6 WARDELL LISA W · CIK 0001450092 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,538 F1 · shares: Represents the satisfaction of tax withholding obligations upon the vesting of previously awarded restricted stock units. Read SEC document |
| August 28, 2022 Filed Aug 30, 2022 20:43 UTC | Covista Inc. ATGE · Entity 3964 | Tax withholdingCommon Stock | 5,294 | $39.75 | $210,436.50 |
DisclosureSEC source: 0001127602-22-021788 · form4.xml · nonDerivative · entry 5 WARDELL LISA W · CIK 0001450092 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 353,154 F3 · shares: Represents the satisfaction of tax withholding obligations upon the vesting of previously awarded performance stock units. Read SEC document |
| August 28, 2022 Filed Aug 30, 2022 20:43 UTC | Covista Inc. ATGE · Entity 3964 | GrantCommon Stock | 10,960 | $39.75 | $435,660.00 |
DisclosureSEC source: 0001127602-22-021788 · form4.xml · nonDerivative · entry 4 WARDELL LISA W · CIK 0001450092 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 358,448 F2 · shares: Common stock issued in payout of performance share units awarded on August 28, 2019. Read SEC document |
| August 28, 2022 Filed Aug 30, 2022 20:43 UTC | Covista Inc. ATGE · Entity 3964 | Tax withholdingCommon Stock | 9,510 | $39.75 | $378,022.50 |
DisclosureSEC source: 0001127602-22-021788 · form4.xml · nonDerivative · entry 3 WARDELL LISA W · CIK 0001450092 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 347,488 F3 · shares: Represents the satisfaction of tax withholding obligations upon the vesting of previously awarded performance stock units. Read SEC document |
| August 28, 2022 Filed Aug 30, 2022 20:43 UTC | Covista Inc. ATGE · Entity 3964 | GrantCommon Stock | 19,689 | $39.75 | $782,637.75 |
DisclosureSEC source: 0001127602-22-021788 · form4.xml · nonDerivative · entry 2 WARDELL LISA W · CIK 0001450092 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,998 F2 · shares: Common stock issued in payout of performance share units awarded on August 28, 2019. Read SEC document |
| August 26, 2022 Filed Aug 30, 2022 20:43 UTC | Covista Inc. ATGE · Entity 3964 | Tax withholdingCommon Stock | 6,052 | $39.75 | $240,567.00 |
DisclosureSEC source: 0001127602-22-021788 · form4.xml · nonDerivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 337,309 F1 · shares: Represents the satisfaction of tax withholding obligations upon the vesting of previously awarded restricted stock units. Read SEC document |
| August 25, 2022 Filed Aug 26, 2022 20:40 UTC | Covista Inc. ATGE · Entity 3964 | Tax withholdingCommon Stock | 3,385 | $41.12 | $139,191.20 |
DisclosureSEC source: 0001127602-22-021638 · form4.xml · nonDerivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,361 F1 · shares: Represents the satisfaction of tax withholding obligations upon the vesting of previously awarded restricted stock units. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 20:54 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 228.36 | $142.32 | $32,500.20 |
DisclosureSEC source: 0001127602-22-018743 · form4.xml · derivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,577.4122 Underlying: Common Stock · 228.36 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 09, 2022 Filed Jun 14, 2022 01:11 UTC | G III APPAREL GROUP LTD /DE/ GIII · Entity 4753 | GrantCommon Stock, Par Value $.01 Per Share | 5,086 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-017347 · form4.xml · nonDerivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,086 F1 · shares: 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. Read SEC document |
| May 03, 2022 Filed May 5, 2022 20:16 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 1,218.1617 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-013469 · form4.xml · derivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,342.2222 Underlying: Common Stock · 1,218.1617 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 23:25 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 171.6217 | $187.00 | $32,093.26 |
DisclosureSEC source: 0001127602-22-011365 · form4.xml · derivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,124.0605 Underlying: Common Stock · 171.6217 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| February 10, 2022 Filed Feb 10, 2022 21:48 UTC | Covista Inc. ATGE · Entity 3964 | PurchaseCommon Stock | 4,020 | $24.48 | $98,409.60 |
DisclosureSEC source: 0001127602-22-004290 · form4.xml · nonDerivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 346,746 Read SEC document |
| December 31, 2021 Filed Jan 5, 2022 02:23 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 184.745 | $162.39 | $30,000.00 |
DisclosureSEC source: 0001127602-22-000718 · form4.xml · derivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,948.5 Underlying: Common Stock · 184.745 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| September 30, 2021 Filed Oct 5, 2021 00:12 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 177.169 | $169.33 | $30,000.03 |
DisclosureSEC source: 0001127602-21-026551 · form4.xml · derivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,759.24 Underlying: Common Stock · 177.169 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| August 28, 2021 Filed Aug 30, 2021 20:10 UTC | Covista Inc. ATGE · Entity 3964 | Tax withholdingCommon Stock | 2,443 | $37.58 | $91,807.94 |
DisclosureSEC source: 0001127602-21-024532 · form4.xml · nonDerivative · entry 2 WARDELL LISA W · CIK 0001450092 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338,706 F1 · shares: Represents the satisfaction of tax withholding obligations upon the vesting of previously awarded restricted stock units. Read SEC document |
| August 26, 2021 Filed Aug 30, 2021 20:10 UTC | Covista Inc. ATGE · Entity 3964 | Tax withholdingCommon Stock | 7,035 | $36.82 | $259,028.70 |
DisclosureSEC source: 0001127602-21-024532 · form4.xml · nonDerivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 341,149 F1 · shares: Represents the satisfaction of tax withholding obligations upon the vesting of previously awarded restricted stock units. Read SEC document |
| August 25, 2021 Filed Aug 28, 2021 00:05 UTC | Covista Inc. ATGE · Entity 3964 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 68,900 | $0.00 Strike: $36.46 | $0.00 |
DisclosureSEC source: 0001127602-21-024476 · form4.xml · derivative · entry 2 WARDELL LISA W · CIK 0001450092 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,900 Underlying: Common Stock · 68,900 shares Expires 2031-08-25 F2 · security: The option vests in four equal annual installments beginning on August 25, 2022. Read SEC document |
| August 25, 2021 Filed Aug 28, 2021 00:05 UTC | Covista Inc. ATGE · Entity 3964 | GrantCommon Stock | 41,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-024476 · form4.xml · nonDerivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,184 F1 · shares: Consists of restricted stock units which convert into a share of common stock on a one-for-one basis. The restricted stock units vest in four equal annual installments beginning on August 25, 2022. Read SEC document |
| July 06, 2021 Filed Jul 8, 2021 00:20 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 63,859 | $0.00 Strike: $23.78 | $0.00 |
DisclosureSEC source: 0001127602-21-021695 · form4.xml · derivative · entry 18 WARDELL LISA W · CIK 0001450092 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 63,859 shares Expires 2026-08-25 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 |
| July 06, 2021 Filed Jul 8, 2021 00:20 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 61,057 | $0.00 Strike: $17.54 | $0.00 |
DisclosureSEC source: 0001127602-21-021695 · form4.xml · derivative · entry 17 WARDELL LISA W · CIK 0001450092 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 61,057 shares Expires 2026-05-26 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 |
| July 06, 2021 Filed Jul 8, 2021 00:20 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionIncentive Stock Option (Right to Buy) · Derivative | 3,800 | $0.00 Strike: $17.54 | $0.00 |
DisclosureSEC source: 0001127602-21-021695 · form4.xml · derivative · entry 16 WARDELL LISA W · CIK 0001450092 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,008 Underlying: Common Stock · 3,800 shares Expires 2026-05-26 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 |
| July 06, 2021 Filed Jul 8, 2021 00:20 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 63,859 | $38.40 | $2,452,057.88 |
DisclosureSEC source: 0001127602-21-021695 · form4.xml · nonDerivative · entry 12 WARDELL LISA W · CIK 0001450092 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,044 Read SEC document |
| July 06, 2021 Filed Jul 8, 2021 00:20 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionCommon Stock | 63,859 | $23.78 | $1,518,567.02 |
DisclosureSEC source: 0001127602-21-021695 · form4.xml · nonDerivative · entry 11 WARDELL LISA W · CIK 0001450092 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 370,903 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. F1 · security: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 20, 2021. Read SEC document |
| July 06, 2021 Filed Jul 8, 2021 00:20 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 61,057 | $38.38 | $2,343,190.59 |
DisclosureSEC source: 0001127602-21-021695 · form4.xml · nonDerivative · entry 10 WARDELL LISA W · CIK 0001450092 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,044 Read SEC document |
| July 06, 2021 Filed Jul 8, 2021 00:20 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionCommon Stock | 61,057 | $17.54 | $1,070,939.78 |
DisclosureSEC source: 0001127602-21-021695 · form4.xml · nonDerivative · entry 9 WARDELL LISA W · CIK 0001450092 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 368,101 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. F1 · security: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 20, 2021. Read SEC document |
| July 06, 2021 Filed Jul 8, 2021 00:20 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 3,800 | $39.41 | $149,758.00 |
DisclosureSEC source: 0001127602-21-021695 · form4.xml · nonDerivative · entry 8 WARDELL LISA W · CIK 0001450092 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,044 Read SEC document |
| July 06, 2021 Filed Jul 8, 2021 00:20 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionCommon Stock | 3,800 | $17.54 | $66,652.00 |
DisclosureSEC source: 0001127602-21-021695 · form4.xml · nonDerivative · entry 7 WARDELL LISA W · CIK 0001450092 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,844 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. F1 · security: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 20, 2021. Read SEC document |
| July 02, 2021 Filed Jul 8, 2021 00:20 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 116,459 | $0.00 Strike: $23.78 | $0.00 |
DisclosureSEC source: 0001127602-21-021695 · form4.xml · derivative · entry 15 WARDELL LISA W · CIK 0001450092 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,859 Underlying: Common Stock · 116,459 shares Expires 2026-08-25 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 |
| July 02, 2021 Filed Jul 8, 2021 00:20 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 110,932 | $0.00 Strike: $17.54 | $0.00 |
DisclosureSEC source: 0001127602-21-021695 · form4.xml · derivative · entry 14 WARDELL LISA W · CIK 0001450092 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,057 Underlying: Common Stock · 110,932 shares Expires 2026-05-26 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 |
| July 02, 2021 Filed Jul 8, 2021 00:20 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionIncentive Stock Option (Right to Buy) · Derivative | 3,800 | $0.00 Strike: $17.54 | $0.00 |
DisclosureSEC source: 0001127602-21-021695 · form4.xml · derivative · entry 13 WARDELL LISA W · CIK 0001450092 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,808 Underlying: Common Stock · 3,800 shares Expires 2026-05-26 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 |
| July 02, 2021 Filed Jul 8, 2021 00:20 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 116,459 | $38.94 | $4,535,216.25 |
DisclosureSEC source: 0001127602-21-021695 · form4.xml · nonDerivative · entry 6 WARDELL LISA W · CIK 0001450092 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,044 Read SEC document |
| July 02, 2021 Filed Jul 8, 2021 00:20 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionCommon Stock | 116,459 | $23.78 | $2,769,395.02 |
DisclosureSEC source: 0001127602-21-021695 · form4.xml · nonDerivative · entry 5 WARDELL LISA W · CIK 0001450092 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423,503 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. F1 · security: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 20, 2021. Read SEC document |
| July 02, 2021 Filed Jul 8, 2021 00:20 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 110,932 | $38.90 | $4,315,554.32 |
DisclosureSEC source: 0001127602-21-021695 · form4.xml · nonDerivative · entry 4 WARDELL LISA W · CIK 0001450092 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,044 Read SEC document |
| July 02, 2021 Filed Jul 8, 2021 00:20 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionCommon Stock | 110,932 | $17.54 | $1,945,747.28 |
DisclosureSEC source: 0001127602-21-021695 · form4.xml · nonDerivative · entry 3 WARDELL LISA W · CIK 0001450092 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 417,976 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. F1 · security: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 20, 2021. Read SEC document |
| July 02, 2021 Filed Jul 8, 2021 00:20 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 3,800 | $39.43 | $149,834.00 |
DisclosureSEC source: 0001127602-21-021695 · form4.xml · nonDerivative · entry 2 WARDELL LISA W · CIK 0001450092 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,044 Read SEC document |
| July 02, 2021 Filed Jul 8, 2021 00:20 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionCommon Stock | 3,800 | $17.54 | $66,652.00 |
DisclosureSEC source: 0001127602-21-021695 · form4.xml · nonDerivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,844 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. F1 · security: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 20, 2021. Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 21:55 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 182.083 | $164.76 | $30,000.00 |
DisclosureSEC source: 0001127602-21-021378 · form4.xml · derivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,577.913 Underlying: Common Stock · 182.083 shares Expires not disclosed F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share. F2 · kind: The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director. F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| June 25, 2021 Filed Jun 29, 2021 20:15 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 400 | $0.00 Strike: $23.78 | $0.00 |
DisclosureSEC source: 0001127602-21-020797 · form4.xml · derivative · entry 6 WARDELL LISA W · CIK 0001450092 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,318 Underlying: Common Stock · 400 shares Expires 2026-08-25 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 |
| June 25, 2021 Filed Jun 29, 2021 20:15 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 400 | $0.00 Strike: $17.54 | $0.00 |
DisclosureSEC source: 0001127602-21-020797 · form4.xml · derivative · entry 5 WARDELL LISA W · CIK 0001450092 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,989 Underlying: Common Stock · 400 shares Expires 2026-05-26 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 |
| June 25, 2021 Filed Jun 29, 2021 20:15 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 400 | $37.07 | $14,828.00 |
DisclosureSEC source: 0001127602-21-020797 · form4.xml · nonDerivative · entry 4 WARDELL LISA W · CIK 0001450092 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,044 Read SEC document |
| June 25, 2021 Filed Jun 29, 2021 20:15 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionCommon Stock | 400 | $23.78 | $9,512.00 |
DisclosureSEC source: 0001127602-21-020797 · form4.xml · nonDerivative · entry 3 WARDELL LISA W · CIK 0001450092 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,444 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. F1 · security: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 20, 2021. Read SEC document |
| June 25, 2021 Filed Jun 29, 2021 20:15 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 400 | $37.07 | $14,828.00 |
DisclosureSEC source: 0001127602-21-020797 · form4.xml · nonDerivative · entry 2 WARDELL LISA W · CIK 0001450092 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,044 Read SEC document |
| June 25, 2021 Filed Jun 29, 2021 20:15 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionCommon Stock | 400 | $17.54 | $7,016.00 |
DisclosureSEC source: 0001127602-21-020797 · form4.xml · nonDerivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,444 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. F1 · security: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 20, 2021. Read SEC document |
| June 21, 2021 Filed Jun 23, 2021 20:28 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 10,857 | $0.00 Strike: $23.78 | $0.00 |
DisclosureSEC source: 0001127602-21-020553 · form4.xml · derivative · entry 9 WARDELL LISA W · CIK 0001450092 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,718 Underlying: Common Stock · 10,857 shares Expires 2026-08-25 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 |
| June 21, 2021 Filed Jun 23, 2021 20:28 UTC | Covista Inc. ATGE · Entity 3964 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 10,780 | $0.00 Strike: $17.54 | $0.00 |
DisclosureSEC source: 0001127602-21-020553 · form4.xml · derivative · entry 8 WARDELL LISA W · CIK 0001450092 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,389 Underlying: Common Stock · 10,780 shares Expires 2026-05-26 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.