person · Reporting owner

Squeri Stephen J

Disclosed activity across 1 company

Tapewire entity: 14992
SEC CIK: 0001326109

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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 API

Purchases/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
November 13, 2006 Filed Nov 15, 2006 22:59 UTC	AMERICAN EXPRESS CO AXP · Entity 2839	Exercise / conversionCommon Stock	27,367	$25.65	$701,936.18	Disclosure SEC source: 0001127602-06-002672 · form4.xml · nonDerivative · entry 2 Squeri Stephen J · CIK 0001326109 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,295 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 13, 2006 Filed Nov 15, 2006 22:59 UTC	AMERICAN EXPRESS CO AXP · Entity 2839	Exercise / conversionCommon Stock	10,452	$25.65	$268,083.35	Disclosure SEC source: 0001127602-06-002672 · form4.xml · nonDerivative · entry 1 Squeri Stephen J · CIK 0001326109 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,928 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 13, 2006 Filed Nov 15, 2006 23:23 UTC Amendment	AMERICAN EXPRESS CO AXP · Entity 2839	Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative	2,297	$0.00 Strike: $46.89	$0.00	Disclosure SEC source: 0001127602-06-002673 · form4a.xml · derivative · entry 2 Squeri Stephen J · CIK 0001326109 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,297 shares Expires 2007-07-27 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 13, 2006 Filed Nov 15, 2006 23:23 UTC Amendment	AMERICAN EXPRESS CO AXP · Entity 2839	Exercise / conversionCommon Stock	2,297	$46.89	$107,701.74	Disclosure SEC source: 0001127602-06-002673 · form4a.xml · nonDerivative · entry 1 Squeri Stephen J · CIK 0001326109 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,848 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 · shares: Due to a technical error, the acquisition of these shares from an option exercise was omitted from the front side of the form and the end of period holdings of common shares was understated by this amount; the underlying exercise of options was reported correctly on the back side of the original filing. Read SEC document
February 28, 2006 Filed Mar 2, 2006 18:16 UTC	AMERICAN EXPRESS CO AXP · Entity 2839	Tax withholdingCommon Stock	2,502	$54.19	$135,570.87	Disclosure SEC source: 0001127602-06-000407 · form4.xml · nonDerivative · entry 1 Squeri Stephen J · CIK 0001326109 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,476 F1 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of a restricted award. Read SEC document
February 17, 2006 Filed Feb 21, 2006 22:32 UTC	AMERICAN EXPRESS CO AXP · Entity 2839	Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative	9,108	$0.00 Strike: $38.30	$0.00	Disclosure SEC source: 0001127602-06-000356 · form4.xml · derivative · entry 4 Squeri Stephen J · CIK 0001326109 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,108 shares Expires 2006-02-25 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 17, 2006 Filed Feb 21, 2006 22:32 UTC	AMERICAN EXPRESS CO AXP · Entity 2839	Exercise / conversionCommon Stock	9,108	$38.30	$348,845.51	Disclosure SEC source: 0001127602-06-000356 · form4.xml · nonDerivative · entry 2 Squeri Stephen J · CIK 0001326109 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,978 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 17, 2006 Filed Feb 21, 2006 22:32 UTC	AMERICAN EXPRESS CO AXP · Entity 2839	Tax withholdingCommon Stock	7,600	$54.30	$412,642.00	Disclosure SEC source: 0001127602-06-000356 · form4.xml · nonDerivative · entry 1 Squeri Stephen J · CIK 0001326109 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,870 Read SEC document
January 26, 2006 Filed Feb 14, 2007 00:13 UTC	AMERICAN EXPRESS CO AXP · Entity 2839	OtherPhantom Stock Units · Derivative	43	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001127602-07-000600 · form5.xml · derivative · entry 1 Squeri Stephen J · CIK 0001326109 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 417 Underlying: Common Stock · 43 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock converts into common stock on a one-for-one basis. F2 · date: The reported phantom stock units were acquired under the Company's Supplemental Retirement Plan on 1/26/2006, 4/21/2006, 7/20/2006, and 10/27/2006, at prices ranging from $51.79 to $58.86 per share. F2 · kind: The reported phantom stock units were acquired under the Company's Supplemental Retirement Plan on 1/26/2006, 4/21/2006, 7/20/2006, and 10/27/2006, at prices ranging from $51.79 to $58.86 per share. F2 · price: The reported phantom stock units were acquired under the Company's Supplemental Retirement Plan on 1/26/2006, 4/21/2006, 7/20/2006, and 10/27/2006, at prices ranging from $51.79 to $58.86 per share. F3 · derivative.exercise_date: The units are to be settled following the reporting person's retirement or other termination of service. F3 · derivative.expiration_date: The units are to be settled following the reporting person's retirement or other termination of service. F4 · balance_after: Includes phantom stock units acquired pursuant to a dividend reinvestment feature of the Company's Supplemental Retirement Plan. Read SEC document
January 24, 2006 Filed Jan 26, 2006 21:15 UTC	AMERICAN EXPRESS CO AXP · Entity 2839	Tax withholdingCommon Stock	993	$52.39	$52,023.27	Disclosure SEC source: 0001127602-06-000167 · form4.xml · nonDerivative · entry 1 Squeri Stephen J · CIK 0001326109 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,470 F1 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of a restricted award. Read SEC document
January 23, 2006 Filed Jan 25, 2006 22:01 UTC	AMERICAN EXPRESS CO AXP · Entity 2839	GrantEmployee Stock Option (Right to Buy) · Derivative	130,000	$0.00 Strike: $51.87	$0.00	Disclosure SEC source: 0001127602-06-000157 · form4.xml · derivative · entry 1 Squeri Stephen J · CIK 0001326109 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,000 Underlying: Common Stock · 130,000 shares Expires 2016-01-23 F1 · derivative.exercise_date: These options will become exercisable in four equal annual installments (25% on Jan. 23, 2007, 2008, 2009, and 2010, respectively) subject to award requirements including continuous employment. Read SEC document
November 26, 2005 Filed Nov 29, 2005 23:50 UTC	AMERICAN EXPRESS CO AXP · Entity 2839	Tax withholdingCommon Stock	11,406	$52.66	$600,639.96	Disclosure SEC source: 0001127602-05-002147 · form4.xml · nonDerivative · entry 1 Squeri Stephen J · CIK 0001326109 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,463 F1 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of a restricted stock award. F2 · balance_after: This amount reflects anti-dilution adjustments to the reporting person's outstanding Restricted Stock Awards as a result of the issuer's spin-off of Ameriprise Financial, Inc. on September 30, 2005. Read SEC document
July 28, 2005 Filed Feb 15, 2006 00:11 UTC	AMERICAN EXPRESS CO AXP · Entity 2839	OtherPhantom Stock Units · Derivative	25	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001127602-06-000320 · form5.xml · derivative · entry 1 Squeri Stephen J · CIK 0001326109 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 370 Underlying: Common Stock · 25 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock converts into common stock on a one-for-one basis. F3 · date: The reported phantom stock units were acquired under the Company's Supplemental Retirement Plan on 7/28/2005 and 10/11/2005 at $55.47 and $49.18 per share, respectively. F3 · kind: The reported phantom stock units were acquired under the Company's Supplemental Retirement Plan on 7/28/2005 and 10/11/2005 at $55.47 and $49.18 per share, respectively. F3 · price: The reported phantom stock units were acquired under the Company's Supplemental Retirement Plan on 7/28/2005 and 10/11/2005 at $55.47 and $49.18 per share, respectively. F2 · derivative.exercise_date: The units are to be settled following the reporting person's retirement or other termination of service. F2 · derivative.expiration_date: The units are to be settled following the reporting person's retirement or other termination of service. Read SEC document
May 16, 2005 Filed May 18, 2005 20:41 UTC	AMERICAN EXPRESS CO AXP · Entity 2839	GrantEmployee Stock Option (right to buy) · Derivative	32,000	$0.00 Strike: $52.07	$0.00	Disclosure SEC source: 0000004962-05-000145 · edgar.xml · derivative · entry 1 Squeri Stephen J · CIK 0001326109 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,000 Underlying: Common Stock · 32,000 shares Expires 2015-05-16 F1 · derivative.exercise_date: These options will vest in four equal annual installments beginning on the date shown as "Date Exercisable" subject to continuous employment. 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.