Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN EXPRESS COAXP · Entity 2839 | Grp. Pres., Global Comm. Serv. | September 15, 2023 | March 13, 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 September 15, 2023 · Filed March 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 1,512.996 |
Reported balance
After 2023-09-15 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-09-15 · Purchase · Acquired 9 · Balance 1,512.996 F1: The reporting person's spouse owned 17 shares of common stock prior to the reporting person's initial Form 3 filing. These shares were omitted from the reporting person's Form 3 due to an inadvertent administrative error. F2: The amount of shares reported reflect shares beneficially owned by the reporting person as of the date hereof, after giving effect to each such transaction reported herein and all transactions reported prior to the date hereof. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 1,514.996 |
Reported balance
After 2023-09-27 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2023-09-27 · Purchase · Acquired 2 · Balance 1,514.996 F2: The amount of shares reported reflect shares beneficially owned by the reporting person as of the date hereof, after giving effect to each such transaction reported herein and all transactions reported prior to the date hereof. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 1,515.996 |
Reported balance
After 2023-10-17 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2023-10-17 · Purchase · Acquired 1 · Balance 1,515.996 F2: The amount of shares reported reflect shares beneficially owned by the reporting person as of the date hereof, after giving effect to each such transaction reported herein and all transactions reported prior to the date hereof. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 1,520.996 |
Reported balance
After 2023-12-06 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2023-12-06 · Purchase · Acquired 5 · Balance 1,520.996 F2: The amount of shares reported reflect shares beneficially owned by the reporting person as of the date hereof, after giving effect to each such transaction reported herein and all transactions reported prior to the date hereof. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 1,522.996 |
Reported balance
After 2023-12-07 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2023-12-07 · Purchase · Acquired 2 · Balance 1,522.996 F2: The amount of shares reported reflect shares beneficially owned by the reporting person as of the date hereof, after giving effect to each such transaction reported herein and all transactions reported prior to the date hereof. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 1,524.996 |
Reported balance
After 2024-02-23 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2024-02-23 · Purchase · Acquired 2 · Balance 1,524.996 F2: The amount of shares reported reflect shares beneficially owned by the reporting person as of the date hereof, after giving effect to each such transaction reported herein and all transactions reported prior to the date hereof. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 1,526.996 |
Reported balance
After 2025-04-09 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2025-04-09 · Purchase · Acquired 2 · Balance 1,526.996 F2: The amount of shares reported reflect shares beneficially owned by the reporting person as of the date hereof, after giving effect to each such transaction reported herein and all transactions reported prior to the date hereof. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 1,502.996 |
Reported balance
After 2026-03-02 transaction · row 8
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 8 · 2026-03-02 · Sale · Disposed 24 · Balance 1,502.996 F2: The amount of shares reported reflect shares beneficially owned by the reporting person as of the date hereof, after giving effect to each such transaction reported herein and all transactions reported prior to the date hereof. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 1,486.996 |
Reported balance
After 2026-03-13 transaction · row 9
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 9 · 2026-03-13 · Sale · Disposed 16 · Balance 1,486.996 F2: The amount of shares reported reflect shares beneficially owned by the reporting person as of the date hereof, after giving effect to each such transaction reported herein and all transactions reported prior to the date hereof. |
| Common StockSEC Table I · non-derivative | Direct | 8,702.026 |
Reported balance
Holding disclosure · report date 2023-09-15 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 8,702.026 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 253.68 |
Reported balance
Holding disclosure · report date 2023-09-15 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 253.68 |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person's spouse owned 17 shares of common stock prior to the reporting person's initial Form 3 filing. These shares were omitted from the reporting person's Form 3 due to an inadvertent administrative error.
F2: The amount of shares reported reflect shares beneficially owned by the reporting person as of the date hereof, after giving effect to each such transaction reported herein and all transactions reported prior to the date hereof.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Global Business Travel Group, Inc.
Report date September 29, 2026 · Filed September 29, 2026
Section 16 reporting ended · disclosed 2026-09-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2026-09-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-29 · Disposition to issuer · Disposed 97,097 · Balance 23,429 F1: On September 29, 2026, pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated May 2, 2026, by and among the Issuer, Gaia Purchaser, Inc. ("Parent") and Gaia Merger Sub, Inc., a wholly owned subsidiary of Parent, the Issuer became a wholly owned subsidiary of Parent (the "Merger"). At the effective time of the Merger (the "Effective Time"), pursuant to the Merger Agreement, each share of Class A common stock, par value $0.0001 per share, of the Issuer ("Company Common Stock") held by the reporting person as of immediately prior to the Effective Time was automatically cancelled and converted into the right to receive cash in an amount equal to $9.50, without interest thereon (the "Per Share Price"). Row 2 · 2026-09-29 · Disposition to issuer · Disposed 23,429 · Balance 0 F2: As of immediately prior to the Effective Time, pursuant to the Merger Agreement, each award of restricted stock units of the Issuer (a "Company RSU") that was outstanding as of immediately prior to the Effective Time was automatically cancelled and converted into the right to receive an amount in cash, without interest and subject to applicable withholding taxes, equal to the product of (i) the Per Share Price and (ii) the total number of shares of Company Common Stock subject to such Company RSU as of immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: On September 29, 2026, pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated May 2, 2026, by and among the Issuer, Gaia Purchaser, Inc. ("Parent") and Gaia Merger Sub, Inc., a wholly owned subsidiary of Parent, the Issuer became a wholly owned subsidiary of Parent (the "Merger"). At the effective time of the Merger (the "Effective Time"), pursuant to the Merger Agreement, each share of Class A common stock, par value $0.0001 per share, of the Issuer ("Company Common Stock") held by the reporting person as of immediately prior to the Effective Time was automatically cancelled and converted into the right to receive cash in an amount equal to $9.50, without interest thereon (the "Per Share Price").
F2: As of immediately prior to the Effective Time, pursuant to the Merger Agreement, each award of restricted stock units of the Issuer (a "Company RSU") that was outstanding as of immediately prior to the Effective Time was automatically cancelled and converted into the right to receive an amount in cash, without interest and subject to applicable withholding taxes, equal to the product of (i) the Per Share Price and (ii) the total number of shares of Company Common Stock subject to such Company RSU as of immediately prior to the Effective Time.
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 |
|---|---|---|---|---|---|---|
| January 29, 2022 Filed Feb 7, 2022 23:33 UTC Amendment | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 9,952 | $177.06 | $1,762,101.12 |
DisclosureSEC source: 0001127602-22-003611 · form4a.xml · nonDerivative · entry 2 Joabar Raymond · CIK 0001788395 · Grp. Pres., GMNS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,275.9 F2 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Restricted Stock Units. F3 · balance_after: Includes shares acquired pursuant to dividend reinvestment. Read SEC document |
| January 29, 2022 Filed Feb 7, 2022 23:33 UTC Amendment | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 17,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003611 · form4a.xml · nonDerivative · entry 1 Joabar Raymond · CIK 0001788395 · Grp. Pres., GMNS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,186 F1 · kind: Represents shares acquired pursuant to vesting of Restricted Stock Units that were granted to the reporting person in January 2019 and have vested based on the Company's 2019-21 average return on equity performance. Read SEC document |
| June 09, 2021 Filed Jun 11, 2021 19:33 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $65.43 | $0.00 |
DisclosureSEC source: 0001127602-21-019705 · form4.xml · derivative · entry 5 Joabar Raymond · CIK 0001788395 · Grp. Pres., GMNS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2026-04-29 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 09, 2021 Filed Jun 11, 2021 19:33 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 10,000 | $164.03 | $1,640,300.00 |
DisclosureSEC source: 0001127602-21-019705 · form4.xml · nonDerivative · entry 2 Joabar Raymond · CIK 0001788395 · Grp. Pres., GMNS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,234 F1 · kind: The reported disposition represents the sale of shares to cover the cost of exercise and withholding tax obligations arising from the stock option exercise reported above and the sale of the net shares acquired from this exercise. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $164.01 to $164.09. 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 sold at each separate price within this range. Read SEC document |
| June 09, 2021 Filed Jun 11, 2021 19:33 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 10,000 | $65.43 | $654,300.00 |
DisclosureSEC source: 0001127602-21-019705 · form4.xml · nonDerivative · entry 1 Joabar Raymond · CIK 0001788395 · Grp. Pres., GMNS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,234 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 |
| April 30, 2021 Filed May 4, 2021 21:02 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 3,503 | $154.63 | $541,668.89 |
DisclosureSEC source: 0001127602-21-015273 · form4.xml · nonDerivative · entry 2 Joabar Raymond · CIK 0001788395 · Grp. Pres., GMNS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,234 F2 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Restricted Stock Units. Read SEC document |
| April 30, 2021 Filed May 4, 2021 21:02 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 6,582 | $154.63 | $1,017,774.66 |
DisclosureSEC source: 0001127602-21-015273 · form4.xml · nonDerivative · entry 1 Joabar Raymond · CIK 0001788395 · Grp. Pres., GMNS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,737 F1 · kind: Represents shares acquired pursuant to vesting of Restricted Stock Units that were granted to the reporting person in April 2018 and have vested based on the Company's 2018-20 average return on equity performance. Read SEC document |
| January 26, 2021 Filed Jan 28, 2021 22:33 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 4,114 | $121.15 | $498,411.10 |
DisclosureSEC source: 0001127602-21-002872 · form4.xml · nonDerivative · entry 2 Joabar Raymond · CIK 0001788395 · CRO and Pres., GRC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,155 F2 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Restricted Stock Units. Read SEC document |
| January 26, 2021 Filed Jan 28, 2021 22:33 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 7,654 | $121.15 | $927,282.10 |
DisclosureSEC source: 0001127602-21-002872 · form4.xml · nonDerivative · entry 1 Joabar Raymond · CIK 0001788395 · CRO and Pres., GRC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,269 F1 · kind: Represents shares acquired pursuant to vesting of Restricted Stock Units that were granted to the reporting person in January 2018 and have vested based on the Company's 2018-20 average return on equity performance. Read SEC document |
| April 29, 2020 Filed May 1, 2020 18:38 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $65.43 Strike: $65.43 | $654,300.00 |
DisclosureSEC source: 0001127602-20-014981 · form4.xml · derivative · entry 1 Joabar Raymond · CIK 0001788395 · CRO and Pres., GRBC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2026-04-29 F1 · kind: The reported acquisition represents the vesting of Stock Options that were granted to the reported person in April 2016. These options became exercisable on April 29, 2020 based on the Company's positive cumulative net income over the four-year performance period. Read SEC document |
| February 07, 2020 Filed Feb 10, 2020 22:04 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 4,531 | $132.29 | $599,405.99 |
DisclosureSEC source: 0001127602-20-004687 · form4.xml · nonDerivative · entry 1 Joabar Raymond · CIK 0001788395 · CRO and Pres., GRBC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,615 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $132.29 to $132.31. 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 sold at each separate price within this range. Read SEC document |
| January 28, 2020 Filed Jan 30, 2020 23:06 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 5,155 | $132.45 | $682,779.75 |
DisclosureSEC source: 0001127602-20-002775 · form4.xml · nonDerivative · entry 2 Joabar Raymond · CIK 0001788395 · CRO and Pres., GRBC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,146 F2 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Restricted Stock Units. Read SEC document |
| January 28, 2020 Filed Jan 30, 2020 23:06 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 9,686 | $132.45 | $1,282,910.70 |
DisclosureSEC source: 0001127602-20-002775 · form4.xml · nonDerivative · entry 1 Joabar Raymond · CIK 0001788395 · CRO and Pres., GRBC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,301 F1 · kind: Represents shares acquired pursuant to vesting of Restricted Stock Units that were granted to the reporting person in January 2017 and have vested based on the Company's 2017-19 average return on equity performance. Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 22:19 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $65.43 | $0.00 |
DisclosureSEC source: 0001127602-20-002675 · form4.xml · derivative · entry 5 Joabar Raymond · CIK 0001788395 · CRO and Pres., GRBC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2026-04-29 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 |
| January 27, 2020 Filed Jan 29, 2020 22:19 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 17,544 | $131.21 | $2,301,948.24 |
DisclosureSEC source: 0001127602-20-002675 · form4.xml · nonDerivative · entry 2 Joabar Raymond · CIK 0001788395 · CRO and Pres., GRBC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,615 F1 · kind: The reported disposition represents the sale of shares to cover the cost of exercise and withholding tax obligations arising from the stock option exercise reported above and the sale of 50% of the net shares acquired from this exercise. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $130.91 to $131.51. 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 sold at each separate price within this range. Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 22:19 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 20,000 | $65.43 | $1,308,600.00 |
DisclosureSEC source: 0001127602-20-002675 · form4.xml · nonDerivative · entry 1 Joabar Raymond · CIK 0001788395 · CRO and Pres., GRBC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,159 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.