Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN EXPRESS COAXP · Entity 2839 | Director | May 05, 2026 | May 07, 2026 |
| Groupon, Inc.GRPN · Entity 5174 | Director | June 11, 2026 | June 15, 2026 |
| Tempus AI, Inc.TEM · Entity 1545 | Director | May 21, 2026 | May 27, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
AMERICAN EXPRESS CO
Report date May 05, 2026 · Filed May 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Share Equivalent UnitsSEC Table II · derivative / convertible security | Direct | 42,761.667 |
Reported balance
After 2026-05-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-05 · Grant · Acquired 742.115 · Balance 42,761.667 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.
Groupon, Inc.
Report date June 11, 2026 · Filed June 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 225,285 |
Reported balance
After 2026-06-11 transaction · row 1
1 source rowRow 1 · 2026-06-11 · Exercise / conversion · Acquired 6,685 · Balance 225,285 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-06-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-11 · Exercise / conversion · Disposed 6,685 · Balance 0 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Groupon, Inc. (the "Issuer") Common Stock. F2: The RSUs granted on June 11, 2025, under the Issuer's Non-Employee Directors' Compensation Plan (the "Plan") fully vested on June 11, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 15,116 |
Reported balance
After 2026-06-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-11 · Grant · Acquired 15,116 · Balance 15,116 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Groupon, Inc. (the "Issuer") Common Stock. F3: RSUs granted on June 11, 2026, under the Plan. 100% of these RSUs will vest on June 11, 2027. Pursuant to Mr. Leonsis's election, upon vesting on June 11, 2027, these RSUs will settle as Deferred Stock Units, each representing a contingent right to receive one share of Issuer Common Stock upon Mr. Leonsis's separation from the Issuer's Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Groupon, Inc. (the "Issuer") Common Stock.
F2: The RSUs granted on June 11, 2025, under the Issuer's Non-Employee Directors' Compensation Plan (the "Plan") fully vested on June 11, 2026.
F3: RSUs granted on June 11, 2026, under the Plan. 100% of these RSUs will vest on June 11, 2027. Pursuant to Mr. Leonsis's election, upon vesting on June 11, 2027, these RSUs will settle as Deferred Stock Units, each representing a contingent right to receive one share of Issuer Common Stock upon Mr. Leonsis's separation from the Issuer's Board of Directors.
Tempus AI, Inc.
Report date May 21, 2026 · Filed May 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Comnmon StockSEC Table I · non-derivative | Direct | 21,424 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 5,913 · Balance 21,424 F1: Represents a restricted stock unit ("RSU") award. The RSUs will vest in full on the earlier of (i) the date of the Issuer's 2027 annual meeting of the stockholders (or the date immediately prior to such annual meeting if the Reporting Person's service as a director ends at such annual meeting) or (ii) on May 21, 2027, each subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Theodore J. Leonsis Revocable Trust | 66,756 |
Reported balance
Holding disclosure · report date 2026-05-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 66,756 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock unit ("RSU") award. The RSUs will vest in full on the earlier of (i) the date of the Issuer's 2027 annual meeting of the stockholders (or the date immediately prior to such annual meeting if the Reporting Person's service as a director ends at such annual meeting) or (ii) on May 21, 2027, each subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date.
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 |
|---|---|---|---|---|---|---|
| June 30, 2011 Filed Jul 5, 2011 19:03 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 227.85 | $49.38 | $11,250.32 |
DisclosureSEC source: 0001127602-11-020536 · form4.xml · derivative · entry 1 Leonsis Theodore · CIK 0001452645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,502.419 Underlying: Common Stock · 227.85 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. 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 |
| May 02, 2011 Filed May 4, 2011 21:27 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 3,024.498 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-015133 · form4.xml · derivative · entry 1 Leonsis Theodore · CIK 0001452645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,273.676 Underlying: Common Stock · 3,024.498 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. 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 and have no expiration date. F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date. F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. Read SEC document |
| March 31, 2011 Filed Apr 4, 2011 17:39 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantShare Equivalent Units · Derivative | 249.178 | $45.15 | $11,250.14 |
DisclosureSEC source: 0001127602-11-011846 · form4.xml · derivative · entry 1 Leonsis Theodore · CIK 0001452645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249.178 Underlying: Common Stock · 249.178 shares Expires not disclosed F1 · derivative.exercise_price: The Share Equivalent Units convert into common stock on a one-for-one basis. 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. Read SEC document |
| February 25, 2011 Filed Feb 28, 2011 14:55 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | PurchaseCommon Stock | 2,700 | $43.56 | $117,611.73 |
DisclosureSEC source: 0001127602-11-007781 · form4.xml · nonDerivative · entry 2 Leonsis Theodore · CIK 0001452645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Read SEC document |
| February 25, 2011 Filed Feb 28, 2011 14:55 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | PurchaseCommon Stock | 2,300 | $43.55 | $100,165.00 |
DisclosureSEC source: 0001127602-11-007781 · form4.xml · nonDerivative · entry 1 Leonsis Theodore · CIK 0001452645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,300 Read SEC document |
| October 25, 2010 Filed Oct 26, 2010 20:29 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | PurchaseCommon Stock | 20,000 | $39.38 | $787,648.00 |
DisclosureSEC source: 0001127602-10-025997 · form4.xml · nonDerivative · entry 1 Leonsis Theodore · CIK 0001452645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $39.3487 to $39.41. The reporting person undertakes to provide to American Express Company, any security holder of American Express Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within this range. 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.