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 23, 2017 Filed Aug 25, 2017 01:20 UTC | Covista Inc. ATGE · Entity 3964 | GrantIncentive Stock Option (Right to Buy) · Derivative | 2,949 | $0.00 Strike: $33.90 | $0.00 |
DisclosureSEC source: 0001127602-17-026445 · form4.xml · derivative · entry 2 WARDELL LISA W · CIK 0001450092 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,949 Underlying: Common Stock · 2,949 shares Expires 2027-08-23 F1 · derivative.exercise_date: Options awarded to the Reporting Person represent the stock option portion of her 2017 annual LTI award and a "pull forward" of the stock option portion of her 2018 annual LTI award. The issuer will not make an annual LTI award to the Reporting Person in 2018. Options vest 50% on August 23, 2020 and 50% on August 23, 2021. These options were issued in two parts - one as an incentive stock option (ISO), and the other as a non-qualified stock option (NQUSO) due to ISO limitations. Read SEC document |
| August 23, 2017 Filed Aug 25, 2017 01:20 UTC | Covista Inc. ATGE · Entity 3964 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 333,026 | $33.90 Strike: $33.90 | $11,289,581.40 |
DisclosureSEC source: 0001127602-17-026445 · form4.xml · derivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333,026 Underlying: Common Stock · 333,026 shares Expires 2027-08-23 F1 · derivative.exercise_date: Options awarded to the Reporting Person represent the stock option portion of her 2017 annual LTI award and a "pull forward" of the stock option portion of her 2018 annual LTI award. The issuer will not make an annual LTI award to the Reporting Person in 2018. Options vest 50% on August 23, 2020 and 50% on August 23, 2021. These options were issued in two parts - one as an incentive stock option (ISO), and the other as a non-qualified stock option (NQUSO) due to ISO limitations. Read SEC document |
| May 26, 2017 Filed May 30, 2017 20:36 UTC | Covista Inc. ATGE · Entity 3964 | Tax withholdingCommon Stock | 4,365 | $37.40 | $163,251.00 |
DisclosureSEC source: 0001127602-17-019685 · form4.xml · nonDerivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,401 F1 · security: Includes restricted stock units which represent a right to receive one share of common stock for each restricted stock unit. Each restricted stock units vest 25% on the anniversary of the original grant date and is fully-vested on the four year anniversary of the grant date. Read SEC document |
| February 06, 2017 Filed Feb 9, 2017 00:58 UTC Amendment | Covista Inc. DV · Entity 3964 | PurchaseCommon Stock | 3,100 | $33.26 | $103,102.28 |
DisclosureSEC source: 0001127602-17-004679 · form4a.xml · nonDerivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,598 F1 · price: This amendment is to correct the purchase price which was incorrectly reported as $25.88 on the initial filing on February 8, 2017. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 22:02 UTC | Covista Inc. DV · Entity 3964 | PurchaseCommon Stock | 3,100 | $25.88 | $80,228.00 |
DisclosureSEC source: 0001127602-17-004629 · form4.xml · nonDerivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,598 Read SEC document |
| November 05, 2016 Filed Nov 7, 2016 21:29 UTC | Covista Inc. DV · Entity 3964 | Tax withholdingCommon Stock | 1,388 | $23.05 | $31,993.40 |
DisclosureSEC source: 0001127602-16-066244 · form4.xml · nonDerivative · entry 1 WARDELL LISA W · CIK 0001450092 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,498 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.