Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN EXPRESS COAXP · Entity 2839 | Director · Chairman and CEO | 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 | 123,033 |
Reported balance
After 2026-02-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-01 · Grant · Acquired 123,033 · Balance 123,033 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: Balance reflects the prior transfer of 163,292.479 shares from the reporting person's direct holdings to the Stephen J. Squeri 2025 Master GRAT, which is exempt from Section 16 pursuant to Rule 16a-13. |
| Common StockSEC Table I · non-derivative | Direct | 60,567 |
Reported balance
After 2026-02-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-02-01 · Tax withholding · Disposed 62,466 · Balance 60,567 F3: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Performance Restricted Stock Units. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $173.61 · Expires 2033-02-01 | Direct | 74,129 |
Reported balance
After 2026-02-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-02-01 · Grant · Acquired 74,129 · Balance 74,129 F5: Represents the vesting of Performance Stock Options 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. |
| Common StockSEC Table I · non-derivative | Indirect401(k) Trust | 129.82 |
Reported balance
Holding disclosure · report date 2026-02-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 129.82 F4: 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Stephen J Squeri 2025 Master GRAT | 163,292.479 |
Reported balance
Holding disclosure · report date 2026-02-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 163,292.479 F2: Balance reflects the prior transfer of 163,292.479 shares from the reporting person's direct holdings to the Stephen J. Squeri 2025 Master GRAT, which is exempt from Section 16 pursuant to Rule 16a-13. |
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: Balance reflects the prior transfer of 163,292.479 shares from the reporting person's direct holdings to the Stephen J. Squeri 2025 Master GRAT, which is exempt from Section 16 pursuant to Rule 16a-13.
F3: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Performance Restricted Stock Units.
F4: 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.
F5: Represents the vesting of Performance Stock Options 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.
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 21:46 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 74,129 | $0.00 Strike: $173.61 | $0.00 |
DisclosureSEC source: 0000004962-26-000070 · form4.xml · derivative · entry 5 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,129 Underlying: Common Stock · 74,129 shares Expires 2033-02-01 F5 · kind: Represents the vesting of Performance Stock Options 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 |
| February 01, 2026 Filed Feb 3, 2026 21:46 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 62,466 | $352.17 | $21,998,651.22 |
DisclosureSEC source: 0000004962-26-000070 · form4.xml · nonDerivative · entry 2 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,567 F3 · 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 21:46 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 123,033 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000004962-26-000070 · form4.xml · nonDerivative · entry 1 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,033 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. F2 · balance_after: Balance reflects the prior transfer of 163,292.479 shares from the reporting person's direct holdings to the Stephen J. Squeri 2025 Master GRAT, which is exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| November 03, 2025 Filed Nov 4, 2025 21:20 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GiftCommon Stock | 10,688 | $0.00 | $0.00 |
DisclosureSEC source: 0000004962-25-000252 · form4.xml · nonDerivative · entry 1 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,292 F1 · kind: Reflects the gift of common stock to a charitable donor advised fund. Read SEC document |
| October 31, 2025 Filed Nov 4, 2025 21:20 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 224,551 | $0.00 Strike: $148.45 | $0.00 |
DisclosureSEC source: 0000004962-25-000252 · form4.xml · derivative · entry 3 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 224,551 Underlying: Common Stock · 224,551 shares Expires 2029-10-31 F3 · kind: Represents shares acquired pursuant to vesting of Performance Stock Option (Options) that were granted to the reporting person in October 2022, 75% of which have vested based upon the satisfaction of performance criteria specified for the award at time of grant. The remaining 25% of the Options remain subject to the satisfaction of performance criteria and the reporting person's continued employment through October 31, 2026. Read SEC document |
| October 21, 2025 Filed Oct 23, 2025 20:18 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | OtherCommon Stock | 11,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000004962-25-000226 · form4.xml · nonDerivative · entry 3 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,980 F2 · kind: Represents shares of Company common stock transferred to the reporting person in connection with a debt previously contracted, which combined with cash, has a deemed value equal to the amount of debt discharged. Accordingly, such acquisition is exempt from Section 16(b) of the Securities Exchange Act of 1934. F2 · price: Represents shares of Company common stock transferred to the reporting person in connection with a debt previously contracted, which combined with cash, has a deemed value equal to the amount of debt discharged. Accordingly, such acquisition is exempt from Section 16(b) of the Securities Exchange Act of 1934. F1 · balance_after: Balance reflects the transfer of 17,300 shares from a Grantor Retained Annuity Trust (GRAT) to the reporting person as an annuity payment, which is exempt from Section 16 pursuant to Rule 16a-13 under the Securities Exchange Act of 1934. Read SEC document |
| October 21, 2025 Filed Oct 23, 2025 20:18 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GiftCommon Stock | 6,665 | $0.00 | $0.00 |
DisclosureSEC source: 0000004962-25-000226 · form4.xml · nonDerivative · entry 2 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · by GRAT Disclosed balance after: 0 Read SEC document |
| October 21, 2025 Filed Oct 23, 2025 20:18 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GiftCommon Stock | 21,450 | $0.00 | $0.00 |
DisclosureSEC source: 0000004962-25-000226 · form4.xml · nonDerivative · entry 1 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · by 2020 GRAT Disclosed balance after: 0 F1 · balance_after: Balance reflects the transfer of 17,300 shares from a Grantor Retained Annuity Trust (GRAT) to the reporting person as an annuity payment, which is exempt from Section 16 pursuant to Rule 16a-13 under the Securities Exchange Act of 1934. Read SEC document |
| September 04, 2025 Filed Sep 8, 2025 23:37 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 112,272 | $0.00 Strike: $131.68 | $0.00 |
DisclosureSEC source: 0001127602-25-021225 · form4.xml · derivative · entry 9 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 112,272 shares Expires 2030-01-29 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 |
| September 04, 2025 Filed Sep 8, 2025 23:37 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | OtherCommon Stock | 52,870 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-021225 · form4.xml · nonDerivative · entry 6 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,680 F4 · kind: On September 4, 2025, the reporting person withdrew 52,870 shares of Company common stock from a Grantor Retained Annuity Trust (GRAT) established for the benefit of himself and his beneficiaries. In exchange for the shares, the reporting person contributed to the GRAT cash and securities with a value equal to the deemed value of the shares. The withdrawal of shares from the GRAT resulted in a decrease in the number of shares the reporting person beneficially owns indirectly through the GRAT and a corresponding increase in the number of shares the reporting person beneficially owned directly. The reporting person believes that his withdrawal of shares from the GRAT constitutes a change in form of beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934. F4 · price: On September 4, 2025, the reporting person withdrew 52,870 shares of Company common stock from a Grantor Retained Annuity Trust (GRAT) established for the benefit of himself and his beneficiaries. In exchange for the shares, the reporting person contributed to the GRAT cash and securities with a value equal to the deemed value of the shares. The withdrawal of shares from the GRAT resulted in a decrease in the number of shares the reporting person beneficially owns indirectly through the GRAT and a corresponding increase in the number of shares the reporting person beneficially owned directly. The reporting person believes that his withdrawal of shares from the GRAT constitutes a change in form of beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934. Read SEC document |
| September 04, 2025 Filed Sep 8, 2025 23:37 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | OtherCommon Stock | 52,870 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-021225 · form4.xml · nonDerivative · entry 5 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · by GRAT Disclosed balance after: 6,665 F4 · kind: On September 4, 2025, the reporting person withdrew 52,870 shares of Company common stock from a Grantor Retained Annuity Trust (GRAT) established for the benefit of himself and his beneficiaries. In exchange for the shares, the reporting person contributed to the GRAT cash and securities with a value equal to the deemed value of the shares. The withdrawal of shares from the GRAT resulted in a decrease in the number of shares the reporting person beneficially owns indirectly through the GRAT and a corresponding increase in the number of shares the reporting person beneficially owned directly. The reporting person believes that his withdrawal of shares from the GRAT constitutes a change in form of beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934. F4 · price: On September 4, 2025, the reporting person withdrew 52,870 shares of Company common stock from a Grantor Retained Annuity Trust (GRAT) established for the benefit of himself and his beneficiaries. In exchange for the shares, the reporting person contributed to the GRAT cash and securities with a value equal to the deemed value of the shares. The withdrawal of shares from the GRAT resulted in a decrease in the number of shares the reporting person beneficially owns indirectly through the GRAT and a corresponding increase in the number of shares the reporting person beneficially owned directly. The reporting person believes that his withdrawal of shares from the GRAT constitutes a change in form of beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934. Read SEC document |
| September 04, 2025 Filed Sep 8, 2025 23:37 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 39,270 | $330.43 | $12,975,986.10 |
DisclosureSEC source: 0001127602-25-021225 · form4.xml · nonDerivative · entry 4 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,810 F3 · price: The price reported in Column 4 is a weighted average price, rounded to the nearest cent. These shares were sold in multiple transactions at prices ranging from $330.08 to $330.92. 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 |
| September 04, 2025 Filed Sep 8, 2025 23:37 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 48,522 | $329.81 | $16,003,040.82 |
DisclosureSEC source: 0001127602-25-021225 · form4.xml · nonDerivative · entry 3 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,080 F2 · price: The price reported in Column 4 is a weighted average price, rounded to the nearest cent. These shares were sold in multiple transactions at prices ranging from $329.35 to $330.07. 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 |
| September 04, 2025 Filed Sep 8, 2025 23:37 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 24,480 | $329.03 | $8,054,654.40 |
DisclosureSEC source: 0001127602-25-021225 · form4.xml · nonDerivative · entry 2 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,602 F1 · price: The price reported in Column 4 is a weighted average price, rounded to the nearest cent. These shares were sold in multiple transactions at prices ranging from $328.71 to $329.34. 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 |
| September 04, 2025 Filed Sep 8, 2025 23:37 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 112,272 | $131.68 | $14,783,976.96 |
DisclosureSEC source: 0001127602-25-021225 · form4.xml · nonDerivative · entry 1 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 205,082 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 |
| February 06, 2025 Filed Feb 10, 2025 21:06 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 7,645 | $320.52 | $2,450,375.40 |
DisclosureSEC source: 0001127602-25-003808 · form4.xml · nonDerivative · entry 6 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,810 F6 · price: The price reported in Column 4 is a weighted average price, rounded to the nearest cent. These shares were sold in multiple transactions at prices ranging from $320.28 to $320.93. 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 |
| February 06, 2025 Filed Feb 10, 2025 21:06 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 12,744 | $320.08 | $4,079,099.52 |
DisclosureSEC source: 0001127602-25-003808 · form4.xml · nonDerivative · entry 5 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,455 F5 · price: The price reported in Column 4 is a weighted average price, rounded to the nearest cent. These shares were sold in multiple transactions at prices ranging from $319.75 to $320.28. 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 |
| February 06, 2025 Filed Feb 10, 2025 21:06 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 8,168 | $319.57 | $2,610,247.76 |
DisclosureSEC source: 0001127602-25-003808 · form4.xml · nonDerivative · entry 4 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,199 F4 · price: The price reported in Column 4 is a weighted average price, rounded to the nearest cent. These shares were sold in multiple transactions at prices ranging from $319.37 to $319.75. 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 |
| February 06, 2025 Filed Feb 10, 2025 21:06 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 7,543 | $319.12 | $2,407,122.16 |
DisclosureSEC source: 0001127602-25-003808 · form4.xml · nonDerivative · entry 3 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,367 F3 · price: The price reported in Column 4 is a weighted average price, rounded to the nearest cent. These shares were sold in multiple transactions at prices ranging from $318.86 to $319.37. 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 |
| February 06, 2025 Filed Feb 10, 2025 21:06 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 7,397 | $318.66 | $2,357,128.02 |
DisclosureSEC source: 0001127602-25-003808 · form4.xml · nonDerivative · entry 2 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,910 F2 · price: The price reported in Column 4 is a weighted average price, rounded to the nearest cent. These shares were sold in multiple transactions at prices ranging from $318.55 to $318.85. 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 |
| February 06, 2025 Filed Feb 10, 2025 21:06 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 7,344 | $318.25 | $2,337,228.00 |
DisclosureSEC source: 0001127602-25-003808 · form4.xml · nonDerivative · entry 1 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,307 F1 · price: The price reported in Column 4 is a weighted average price, rounded to the nearest cent. These shares were sold in multiple transactions at prices ranging from $317.56 to $318.55. 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, 2025 Filed Jan 30, 2025 21:54 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 68,716 | $0.00 Strike: $177.06 | $0.00 |
DisclosureSEC source: 0001127602-25-002488 · form4.xml · derivative · entry 6 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,716 Underlying: Common Stock · 68,716 shares Expires 2032-01-28 F4 · kind: Represents shares acquired pursuant to vesting of Performance Stock Option 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 |
| January 28, 2025 Filed Jan 30, 2025 21:54 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 52,174 | $316.42 | $16,508,897.08 |
DisclosureSEC source: 0001127602-25-002488 · form4.xml · nonDerivative · entry 2 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,651 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 21:54 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 103,015 | $316.42 | $32,596,006.30 |
DisclosureSEC source: 0001127602-25-002488 · form4.xml · nonDerivative · entry 1 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,825 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 |
| November 07, 2024 Filed Nov 12, 2024 19:50 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 104,407 | $0.00 Strike: $100.96 | $0.00 |
DisclosureSEC source: 0001127602-24-026956 · form4.xml · derivative · entry 12 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 104,407 shares Expires 2029-01-29 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 |
| November 07, 2024 Filed Nov 12, 2024 19:50 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 66,225 | $0.00 Strike: $97.98 | $0.00 |
DisclosureSEC source: 0001127602-24-026956 · form4.xml · derivative · entry 11 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 66,225 shares Expires 2028-01-23 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 |
| November 07, 2024 Filed Nov 12, 2024 19:50 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 20,408 | $288.05 | $5,878,524.40 |
DisclosureSEC source: 0001127602-24-026956 · form4.xml · nonDerivative · entry 7 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,810 F6 · price: The price reported in Column 4 is a weighted average price, rounded to the nearest cent. These shares were sold in multiple transactions at prices ranging from $287.76 to $288.54. 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 |
| November 07, 2024 Filed Nov 12, 2024 19:50 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 22,009 | $287.36 | $6,324,506.24 |
DisclosureSEC source: 0001127602-24-026956 · form4.xml · nonDerivative · entry 6 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,218 F5 · price: The price reported in Column 4 is a weighted average price, rounded to the nearest cent. These shares were sold in multiple transactions at prices ranging from $286.78 to $287.75. 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 |
| November 07, 2024 Filed Nov 12, 2024 19:50 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 65,200 | $286.54 | $18,682,408.00 |
DisclosureSEC source: 0001127602-24-026956 · form4.xml · nonDerivative · entry 5 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,227 F4 · price: The price reported in Column 4 is a weighted average price, rounded to the nearest cent. These shares were sold in multiple transactions at prices ranging from $286.35 to $286.71. 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 |
| November 07, 2024 Filed Nov 12, 2024 19:50 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 34,569 | $286.13 | $9,891,227.97 |
DisclosureSEC source: 0001127602-24-026956 · form4.xml · nonDerivative · entry 4 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,427 F3 · price: The price reported in Column 4 is a weighted average price, rounded to the nearest cent. These shares were sold in multiple transactions at prices ranging from $285.88 to $286.35. 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 |
| November 07, 2024 Filed Nov 12, 2024 19:50 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 28,446 | $285.49 | $8,121,048.54 |
DisclosureSEC source: 0001127602-24-026956 · form4.xml · nonDerivative · entry 3 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 234,996 F2 · price: The price reported in Column 4 is a weighted average price, rounded to the nearest cent. These shares were sold in multiple transactions at prices ranging from $284.90 to $285.87. 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 |
| November 07, 2024 Filed Nov 12, 2024 19:50 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 104,407 | $100.96 | $10,540,930.72 |
DisclosureSEC source: 0001127602-24-026956 · form4.xml · nonDerivative · entry 2 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 263,442 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 |
| November 07, 2024 Filed Nov 12, 2024 19:50 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 66,225 | $97.98 | $6,488,725.50 |
DisclosureSEC source: 0001127602-24-026956 · form4.xml · nonDerivative · entry 1 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159,035 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 · balance_after: Balance reflects 16,500 shares transferred from the Grantor Retained Annuity Trust on November 7, 2024, in the form of the annuity, which is exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| April 23, 2024 Filed Apr 25, 2024 19:57 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 3,700 | $239.14 | $884,818.00 |
DisclosureSEC source: 0001127602-24-013390 · form4.xml · nonDerivative · entry 2 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,310 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $239.05 to $239.23. 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 |
| April 23, 2024 Filed Apr 25, 2024 19:57 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 35,173 | $238.58 | $8,391,574.34 |
DisclosureSEC source: 0001127602-24-013390 · form4.xml · nonDerivative · entry 1 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,010 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $238.13 to $239.05. 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 |
| March 08, 2024 Filed Mar 11, 2024 20:47 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GiftCommon Stock | 6,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-009403 · form4.xml · nonDerivative · entry 1 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,183 F1 · kind: Reflects the gift of common stock to a charitable donor advised fund. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 21:44 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 29,282 | $213.63 | $6,255,513.66 |
DisclosureSEC source: 0001127602-24-005048 · form4.xml · nonDerivative · entry 6 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,158 F3 · price: The price reported in Column 4 is a weighted average price, rounded to the nearest cent. These shares were sold in multiple transactions at prices ranging from $213.15 to 213.99. 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 |
| February 12, 2024 Filed Feb 14, 2024 21:44 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 40,074 | $212.58 | $8,518,930.92 |
DisclosureSEC source: 0001127602-24-005048 · form4.xml · nonDerivative · entry 5 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,440 F2 · price: The price reported in Column 4 is a weighted average price, rounded to the nearest cent. These shares were sold in multiple transactions at prices ranging from $212.185 to 213.14. 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 29, 2024 Filed Feb 1, 2024 01:13 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 90,766 | $0.00 Strike: $116.26 | $0.00 |
DisclosureSEC source: 0001127602-24-002848 · form4.xml · derivative · entry 7 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,766 Underlying: Common Stock · 90,766 shares Expires 2031-01-29 F6 · kind: The reported acquisition represents the vesting of Stock Options that were granted to the reported person in January 2021. These options became exercisable based on the satisfaction of performance criteria specified for the award at the time of grant. Read SEC document |
| January 29, 2024 Filed Feb 1, 2024 01:13 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 58,384 | $201.43 | $11,760,289.12 |
DisclosureSEC source: 0001127602-24-002848 · form4.xml · nonDerivative · entry 2 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 191,514 F3 · 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 29, 2024 Filed Feb 1, 2024 01:13 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 115,740 | $201.43 | $23,313,508.20 |
DisclosureSEC source: 0001127602-24-002848 · form4.xml · nonDerivative · entry 1 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 249,898 F1 · kind: Represents shares acquired pursuant to vesting of Performance Restricted Stock Units (RSU) that were granted to the reporting person in January 2021 and have vested based upon the satisfaction of performance criteria specified for the award at time of grant. F2 · balance_after: Includes shares acquired pursuant to dividend reinvestment. Read SEC document |
| January 29, 2023 Filed Feb 1, 2023 02:55 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 112,272 | $0.00 Strike: $131.68 | $0.00 |
DisclosureSEC source: 0001127602-23-002797 · form4.xml · derivative · entry 5 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,272 Underlying: Common Stock · 112,272 shares Expires 2030-01-29 F4 · kind: The reported acquisition represents the vesting of Stock Options that were granted to the reported person on 1/29/2020. These options became exercisable on 1/29/2023 based on the Company's positive cumulative net income over the three year performance period. Read SEC document |
| January 29, 2023 Filed Feb 1, 2023 02:55 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 51,313 | $172.31 | $8,841,743.03 |
DisclosureSEC source: 0001127602-23-002797 · form4.xml · nonDerivative · entry 2 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,158 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 29, 2023 Filed Feb 1, 2023 02:55 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 102,186 | $172.31 | $17,607,669.66 |
DisclosureSEC source: 0001127602-23-002797 · form4.xml · nonDerivative · entry 1 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,471 F1 · kind: Represents shares acquired pursuant to vesting of Restricted Stock Units that were granted to the reporting person January 2020 and have vested based upon the satisfaction of performance criteria specified for the award at time of grant. Read SEC document |
| April 28, 2022 Filed Apr 29, 2022 20:48 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 48,160 | $178.38 | $8,590,631.50 |
DisclosureSEC source: 0001127602-22-012756 · form4.xml · nonDerivative · entry 1 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,285 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $178.00 to $178.96. 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 |
| February 01, 2022 Filed Feb 2, 2022 22:16 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 59,619 | $0.00 Strike: $95.52 | $0.00 |
DisclosureSEC source: 0001127602-22-003011 · form4.xml · derivative · entry 17 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 59,619 shares Expires 2024-10-31 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 |
| February 01, 2022 Filed Feb 2, 2022 22:16 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 18,269 | $182.81 | $3,339,827.14 |
DisclosureSEC source: 0001127602-22-003011 · form4.xml · nonDerivative · entry 10 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,353 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $182.63 to $183.0763. 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 |
| February 01, 2022 Filed Feb 2, 2022 22:16 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 22,757 | $182.32 | $4,148,990.24 |
DisclosureSEC source: 0001127602-22-003011 · form4.xml · nonDerivative · entry 9 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,622 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $181.72 to $182.62. 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 |
| February 01, 2022 Filed Feb 2, 2022 22:16 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 18,593 | $181.22 | $3,369,481.10 |
DisclosureSEC source: 0001127602-22-003011 · form4.xml · nonDerivative · entry 8 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,379 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $180.74 to $181.71. 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 |
| February 01, 2022 Filed Feb 2, 2022 22:16 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 26,420 | $178.36 | $4,712,202.51 |
DisclosureSEC source: 0001127602-22-003011 · form4.xml · nonDerivative · entry 7 Squeri Stephen J · CIK 0001326109 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,972 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $178.29 to $178.49. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.