Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN EXPRESS COAXP · Entity 2839 | Chief Risk Officer | February 01, 2026 | February 03, 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 February 01, 2026 · Filed February 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,594 |
Ending reported balance
After 2026-02-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-01 · Grant · Acquired 9,504 · Balance 12,019 F1: Represents shares acquired pursuant to the vesting of Performance Restricted Stock Units that were granted to the reporting person in February 2023, based upon the satisfaction of performance criteria specified for the award at the time of grant and the reporting person's continued employment. Row 2 · 2026-02-01 · Tax withholding · Disposed 4,425 · Balance 7,594 F2: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Performance Restricted Stock Units. |
| Common StockSEC Table I · non-derivative | Indirect401(k) Trust | 103.5 |
Reported balance
Holding disclosure · report date 2026-02-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 103.5 F3: Shares held in reporting person's account under the Company's Retirement Savings Plan. This plan uses unit accounting, and the number of shares that a participant is deemed to hold varies with the unit price of the Company pooled stock fund. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares acquired pursuant to the vesting of Performance Restricted Stock Units that were granted to the reporting person in February 2023, based upon the satisfaction of performance criteria specified for the award at the time of grant and the reporting person's continued employment.
F2: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Performance Restricted Stock Units.
F3: Shares held in reporting person's account under the Company's Retirement Savings Plan. This plan uses unit accounting, and the number of shares that a participant is deemed to hold varies with the unit price of the Company pooled stock fund.
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 |
|---|---|---|---|---|---|---|
| February 01, 2026 Filed Feb 3, 2026 21:47 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 4,425 | $352.17 | $1,558,352.25 |
DisclosureSEC source: 0000004962-26-000071 · form4.xml · nonDerivative · entry 2 Tabish Douglas · CIK 0002021720 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,594 F2 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Performance Restricted Stock Units. Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 21:47 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 9,504 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000004962-26-000071 · form4.xml · nonDerivative · entry 1 Tabish Douglas · CIK 0002021720 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,019 F1 · kind: Represents shares acquired pursuant to the vesting of Performance Restricted Stock Units that were granted to the reporting person in February 2023, based upon the satisfaction of performance criteria specified for the award at the time of grant and the reporting person's continued employment. F1 · price: Represents shares acquired pursuant to the vesting of Performance Restricted Stock Units that were granted to the reporting person in February 2023, based upon the satisfaction of performance criteria specified for the award at the time of grant and the reporting person's continued employment. Read SEC document |
| October 23, 2025 Filed Oct 24, 2025 20:08 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 2,515 | $355.61 | $894,359.15 |
DisclosureSEC source: 0000004962-25-000233 · form4.xml · nonDerivative · entry 1 Tabish Douglas · CIK 0002021720 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,515 Read SEC document |
| January 28, 2025 Filed Jan 30, 2025 21:39 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 4,288 | $316.42 | $1,356,808.96 |
DisclosureSEC source: 0001127602-25-002452 · form4.xml · nonDerivative · entry 2 Tabish Douglas · CIK 0002021720 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,030 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, 2025 Filed Jan 30, 2025 21:39 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 9,318 | $316.42 | $2,948,401.56 |
DisclosureSEC source: 0001127602-25-002452 · form4.xml · nonDerivative · entry 1 Tabish Douglas · CIK 0002021720 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,318 F1 · kind: Represents shares acquired pursuant to vesting of Performance Restricted Stock Unit (RSU) that were granted to the reporting person in January 2022 and have vested based upon the satisfaction of performance criteria specified for the award at time of grant. 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.