Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN EXPRESS COAXP · Entity 2839 | Group Pres., Enterprise Serv. | January 28, 2025 | January 30, 2025 |
| ILLINOIS TOOL WORKS INCITW · Entity 2959 | Director | November 01, 2022 | November 14, 2022 |
| Infinite Acquisition Corp.NFNT · Entity 112827 | Director | November 18, 2021 | November 18, 2021 |
| Navan, Inc.NAVN · Entity 3707 | Director | August 20, 2026 | August 24, 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 January 28, 2025 · Filed January 30, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 128,185.661 |
Ending reported balance
After 2025-01-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-01-28 · Grant · Acquired 32,787 · Balance 144,442.661 F1: 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. Row 2 · 2025-01-28 · Tax withholding · Disposed 16,257 · Balance 128,185.661 F2: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Restricted Stock Units. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $177.06 · Expires 2032-01-28 | Direct | 20,976 |
Reported balance
After 2025-01-28 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-01-28 · Grant · Acquired 20,976 · Balance 20,976 F4: 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. |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) Trust | 10.68 |
Reported balance
Holding disclosure · report date 2025-01-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 10.68 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 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.
F2: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of 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.
F4: 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.
ILLINOIS TOOL WORKS INC
Report date November 01, 2022 · Filed November 14, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,675 |
Reported balance
After 2022-11-01 transaction · row 1
1 source rowRow 1 · 2022-11-01 · Gift · Disposed 6,166 · Balance 6,675 |
Infinite Acquisition Corp.
Report date November 18, 2021 · Filed November 18, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B ordinary sharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2021-11-18 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the issuer's registration statement on Form S-1 (File No. 333-260699) under the heading "Description of Securities--Founder Shares", the shares of Class B ordinary shares, par value $0.0001 per share, will automatically convert into shares of Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination on a one-for-one basis, subject to adjustment for stock splits, stock dividends, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the issuer's registration statement on Form S-1 (File No. 333-260699) under the heading "Description of Securities--Founder Shares", the shares of Class B ordinary shares, par value $0.0001 per share, will automatically convert into shares of Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination on a one-for-one basis, subject to adjustment for stock splits, stock dividends, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date.
Navan, Inc.
Report date August 20, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 226,029 |
Reported balance
After 2026-08-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-20 · Grant · Acquired 412 · Balance 226,029 F1: Represents Class A Common Stock underlying restricted stock units that are fully vested on the grant date issued to the Reporting Person in lieu of a cash retainer for board service in the amount of $11,750. F2: Includes 24,983 RSUs, each of which represents a contingent right to receive one share of Issuer's Class A Common Stock upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Class A Common Stock underlying restricted stock units that are fully vested on the grant date issued to the Reporting Person in lieu of a cash retainer for board service in the amount of $11,750.
F2: Includes 24,983 RSUs, each of which represents a contingent right to receive one share of Issuer's Class A Common Stock upon vesting.
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 |
|---|---|---|---|---|---|---|
| August 20, 2026 Filed Aug 24, 2026 23:03 UTC | Navan, Inc. NAVN · Entity 3707 | GrantClass A Common Stock | 412 | $28.56 | $11,766.72 |
DisclosureSEC source: 0001628280-26-058736 · wk-form4_1787612581.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 226,029 F1 · shares: Represents Class A Common Stock underlying restricted stock units that are fully vested on the grant date issued to the Reporting Person in lieu of a cash retainer for board service in the amount of $11,750. F2 · balance_after: Includes 24,983 RSUs, each of which represents a contingent right to receive one share of Issuer's Class A Common Stock upon vesting. Read SEC document |
| June 25, 2026 Filed Jun 29, 2026 20:08 UTC | Navan, Inc. NAVN · Entity 3707 | GrantClass A Common Stock | 9,959 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-045994 · wk-form4_1782763730.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 225,617 F1 · shares: Represents restricted stock units ("RSUs"), each of which represents a contingent right to receive one share of Issuer's Class A Common Stock. The RSUs are subject to a time-based service condition. The time-based service condition will be satisfied in full on the earlier of (i) the first anniversary of the date of the grant or (ii) the date of Issuer's next annual meeting of stockholders following the date of the grant, subject to Reporting Person's continued service through such vesting date. F2 · balance_after: Includes 24,983 RSUs, each of which represents a contingent right to receive one share of Issuer's Class A Common Stock upon vesting. Read SEC document |
| May 20, 2026 Filed May 22, 2026 21:15 UTC | Navan, Inc. NAVN · Entity 3707 | GrantClass A Common Stock | 634 | $18.54 | $11,754.36 |
DisclosureSEC source: 0001303170-26-000005 · form4-05222026_090507.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 215,658 F1 · shares: Represents Class A Common Stock underlying restricted stock units ("RSUs") that are fully vested on the grant date issued to the Reporting Person in lieu of a cash retainer for board service in the amount of $11,750. F2 · balance_after: Includes 15,024 RSUs, each of which represents a contingent right to receive one share of Issuer's Class A Common Stock upon vesting. Read SEC document |
| March 30, 2026 Filed Mar 31, 2026 10:42 UTC | Navan, Inc. NAVN · Entity 3707 | PurchaseClass A Common Stock | 100,000 | $12.00 | $1,200,000.00 |
DisclosureSEC source: 0001303170-26-000003 · form4-03312026_100324.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 215,024 F1 · balance_after: Includes 15,024 restricted stock units, each of which represents a contingent right to receive one share of Issuer's Class A Common Stock upon vesting. Read SEC document |
| December 17, 2025 Filed Dec 18, 2025 21:41 UTC | Navan, Inc. NAVN · Entity 3707 | PurchaseClass A Common Stock | 100,000 | $12.72 | $1,272,480.00 |
DisclosureSEC source: 0001303170-25-000010 · form4-12182025_091236.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,024 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $12.39 to $13.00, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · balance_after: Includes 15,024 restricted stock units, each of which represents a contingent right to receive one share of Issuer's Class A Common Stock upon vesting. Read SEC document |
| January 28, 2025 Filed Jan 30, 2025 21:55 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 20,976 | $0.00 Strike: $177.06 | $0.00 |
DisclosureSEC source: 0001127602-25-002490 · form4.xml · derivative · entry 4 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,976 Underlying: Common Stock · 20,976 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 21:55 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 16,257 | $316.42 | $5,144,039.94 |
DisclosureSEC source: 0001127602-25-002490 · form4.xml · nonDerivative · entry 2 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,185.661 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 21:55 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 32,787 | $316.42 | $10,374,462.54 |
DisclosureSEC source: 0001127602-25-002490 · form4.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,442.661 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 |
| October 22, 2024 Filed Oct 24, 2024 19:26 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 4,257 | $0.00 Strike: $153.35 | $0.00 |
DisclosureSEC source: 0001127602-24-025907 · form4.xml · derivative · entry 10 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,257 shares Expires 2031-04-30 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 |
| October 22, 2024 Filed Oct 24, 2024 19:26 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 30,359 | $0.00 Strike: $116.26 | $0.00 |
DisclosureSEC source: 0001127602-24-025907 · form4.xml · derivative · entry 9 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,359 shares Expires 2031-01-29 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 |
| October 22, 2024 Filed Oct 24, 2024 19:26 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 35,087 | $0.00 Strike: $100.96 | $0.00 |
DisclosureSEC source: 0001127602-24-025907 · form4.xml · derivative · entry 8 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,087 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 |
| October 22, 2024 Filed Oct 24, 2024 19:26 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 37,553 | $0.00 Strike: $131.68 | $0.00 |
DisclosureSEC source: 0001127602-24-025907 · form4.xml · derivative · entry 7 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 37,553 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 |
| October 22, 2024 Filed Oct 24, 2024 19:26 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 77,887 | $270.26 | $21,049,740.62 |
DisclosureSEC source: 0001127602-24-025907 · form4.xml · nonDerivative · entry 5 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,655.661 F1 · shares: 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. 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 $270.13 to $270.76. 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 |
| October 22, 2024 Filed Oct 24, 2024 19:26 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 4,257 | $153.35 | $652,810.95 |
DisclosureSEC source: 0001127602-24-025907 · form4.xml · nonDerivative · entry 4 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,542.661 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 |
| October 22, 2024 Filed Oct 24, 2024 19:26 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 30,359 | $116.26 | $3,529,537.34 |
DisclosureSEC source: 0001127602-24-025907 · form4.xml · nonDerivative · entry 3 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,285.661 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 |
| October 22, 2024 Filed Oct 24, 2024 19:26 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 35,087 | $100.96 | $3,542,383.52 |
DisclosureSEC source: 0001127602-24-025907 · form4.xml · nonDerivative · entry 2 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,926.661 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 |
| October 22, 2024 Filed Oct 24, 2024 19:26 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 37,553 | $131.68 | $4,944,979.04 |
DisclosureSEC source: 0001127602-24-025907 · form4.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,839.661 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, 2024 Filed May 2, 2024 20:24 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 4,257 | $0.00 Strike: $153.35 | $0.00 |
DisclosureSEC source: 0001127602-24-013984 · form4.xml · derivative · entry 4 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,257 Underlying: Common Stock · 4,257 shares Expires 2031-04-30 F4 · kind: The reported acquisition represents the vesting of Stock Options that were granted to the reported person on 4/30/2021. These options became exercisable on 4/30/2024 based on the Company's positive cumulative net income over the three year performance period. Read SEC document |
| April 30, 2024 Filed May 2, 2024 20:24 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 2,940 | $238.92 | $702,424.80 |
DisclosureSEC source: 0001127602-24-013984 · form4.xml · nonDerivative · entry 2 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,286.661 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 |
| April 30, 2024 Filed May 2, 2024 20:24 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 5,747 | $238.92 | $1,373,073.24 |
DisclosureSEC source: 0001127602-24-013984 · form4.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,226.661 F1 · kind: Represents shares acquired pursuant to vesting of Performance Restricted Stock Units that were granted to the reporting person on 4/30/2021 and have vested based upon the satisfaction of performance criteria specified for the award at time of grant. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 21:01 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 72,026 | $202.04 | $14,552,133.04 |
DisclosureSEC source: 0001127602-24-003353 · form4.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,479.661 F1 · kind: The reported disposition represents the sale of shares acquired from previous restricted stock vestings. 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 $201.67 to $202.39. 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 Jan 31, 2024 23:39 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 30,359 | $0.00 Strike: $116.26 | $0.00 |
DisclosureSEC source: 0001127602-24-002833 · form4.xml · derivative · entry 4 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,359 Underlying: Common Stock · 30,359 shares Expires 2031-01-29 F4 · 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 Jan 31, 2024 23:39 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 18,994 | $201.43 | $3,825,961.42 |
DisclosureSEC source: 0001127602-24-002833 · form4.xml · nonDerivative · entry 3 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,505.661 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 Jan 31, 2024 23:39 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 38,712 | $201.43 | $7,797,758.16 |
DisclosureSEC source: 0001127602-24-002833 · form4.xml · nonDerivative · entry 2 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,499.661 F2 · 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. Read SEC document |
| January 29, 2023 Filed Feb 1, 2023 16:04 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 37,553 | $0.00 Strike: $131.68 | $0.00 |
DisclosureSEC source: 0001127602-23-002845 · form4.xml · derivative · entry 4 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,553 Underlying: Common Stock · 37,553 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 16:04 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 16,559 | $172.31 | $2,853,281.29 |
DisclosureSEC source: 0001127602-23-002845 · form4.xml · nonDerivative · entry 2 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,787.661 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 16:04 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 34,179 | $172.31 | $5,889,383.49 |
DisclosureSEC source: 0001127602-23-002845 · form4.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,346.661 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 |
| November 01, 2022 Filed Nov 14, 2022 22:19 UTC | ILLINOIS TOOL WORKS INC ITW · Entity 2959 | GiftCommon Stock | 6,166 | $0.00 | $0.00 |
DisclosureSEC source: 0001303170-22-000005 · wf-form4_166846429895171.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,675 Read SEC document |
| May 06, 2022 Filed May 10, 2022 21:24 UTC | ILLINOIS TOOL WORKS INC ITW · Entity 2959 | GrantCommon Stock | 812 | $209.27 | $169,927.24 |
DisclosureSEC source: 0000049826-22-000028 · wf-form4_165221786901771.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,840 F1 · kind: Shares of common stock acquired pursuant to the Illinois Tool Works Inc. 2015 Long Term Incentive Plan representing an annual stock grant. Read SEC document |
| February 09, 2022 Filed Feb 10, 2022 00:44 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 8,093 | $0.00 Strike: $98.75 | $0.00 |
DisclosureSEC source: 0001127602-22-004059 · form4.xml · derivative · entry 9 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,093 shares Expires 2028-04-30 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 09, 2022 Filed Feb 10, 2022 00:44 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 14,507 | $0.00 Strike: $97.98 | $0.00 |
DisclosureSEC source: 0001127602-22-004059 · form4.xml · derivative · entry 8 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,507 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 |
| February 09, 2022 Filed Feb 10, 2022 00:44 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 117,309 | $0.00 Strike: $95.52 | $0.00 |
DisclosureSEC source: 0001127602-22-004059 · form4.xml · derivative · entry 7 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 117,309 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 09, 2022 Filed Feb 10, 2022 00:44 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 8,571 | $197.40 | $1,691,940.26 |
DisclosureSEC source: 0001127602-22-004059 · form4.xml · nonDerivative · entry 5 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,167.661 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $197.25 to $197.615. 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 09, 2022 Filed Feb 10, 2022 00:44 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 131,338 | $196.78 | $25,844,757.31 |
DisclosureSEC source: 0001127602-22-004059 · form4.xml · nonDerivative · entry 4 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,738.661 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $196.25 to $197.245. 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 09, 2022 Filed Feb 10, 2022 00:44 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 8,093 | $98.75 | $799,183.75 |
DisclosureSEC source: 0001127602-22-004059 · form4.xml · nonDerivative · entry 3 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,076.661 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 09, 2022 Filed Feb 10, 2022 00:44 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 14,507 | $97.98 | $1,421,395.86 |
DisclosureSEC source: 0001127602-22-004059 · form4.xml · nonDerivative · entry 2 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,983.661 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 09, 2022 Filed Feb 10, 2022 00:44 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 117,309 | $95.52 | $11,205,355.68 |
DisclosureSEC source: 0001127602-22-004059 · form4.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,476.661 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 29, 2022 Filed Feb 2, 2022 01:49 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 35,087 | $0.00 Strike: $100.96 | $0.00 |
DisclosureSEC source: 0001127602-22-002859 · form4.xml · derivative · entry 4 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,087 Underlying: Common Stock · 35,087 shares Expires 2029-01-29 F4 · kind: The reported acquisition represents the vesting of Stock Options that were granted to the reported person on 1/29/2019. These options became exercisable on 1/29/2022 based on the Company's positive cumulative net income over the three year performance period. Read SEC document |
| January 29, 2022 Filed Feb 2, 2022 01:49 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Disposition to issuerCommon Stock | 15,743 | $177.06 | $2,787,455.58 |
DisclosureSEC source: 0001127602-22-002859 · form4.xml · nonDerivative · entry 2 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,167.661 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, 2022 Filed Feb 2, 2022 01:49 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 32,488 | $177.06 | $5,752,325.28 |
DisclosureSEC source: 0001127602-22-002859 · form4.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,910.661 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 |
| January 29, 2022 Filed Feb 7, 2022 23:21 UTC Amendment | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 35,087 | $0.00 Strike: $100.96 | $0.00 |
DisclosureSEC source: 0001127602-22-003607 · form4a.xml · derivative · entry 4 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,087 Underlying: Common Stock · 35,087 shares Expires 2029-01-29 F4 · kind: The reported acquisition represents the vesting of Stock Options that were granted to the reported person on 1/29/2019. These options became exercisable on 1/29/2022 based on the Company's positive cumulative net income over the three year performance period. Read SEC document |
| January 29, 2022 Filed Feb 7, 2022 23:21 UTC Amendment | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 15,743 | $177.06 | $2,787,455.58 |
DisclosureSEC source: 0001127602-22-003607 · form4a.xml · nonDerivative · entry 2 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,167.661 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, 2022 Filed Feb 7, 2022 23:21 UTC Amendment | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 32,488 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003607 · form4a.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,910.661 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 |
| May 07, 2021 Filed May 11, 2021 20:58 UTC | ILLINOIS TOOL WORKS INC ITW · Entity 2959 | GrantCommon Stock | 713 | $238.28 | $169,893.64 |
DisclosureSEC source: 0000049826-21-000039 · wf-form4_162076668466629.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,028 F1 · kind: Shares of common stock acquired pursuant to the Illinois Tool Works Inc. 2015 Long Term Incentive Plan representing an annual stock grant. Read SEC document |
| April 30, 2021 Filed May 4, 2021 21:19 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 8,093 | $0.00 Strike: $98.75 | $0.00 |
DisclosureSEC source: 0001127602-21-015296 · form4.xml · derivative · entry 4 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,093 Underlying: Common Stock · 8,093 shares Expires 2028-04-30 F4 · kind: The reported acquisition represents the vesting of Stock Options that were granted to the reporting person in April 2018. These options became exercisable on April 30, 2021. Read SEC document |
| April 30, 2021 Filed May 4, 2021 21:19 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 4,140 | $154.63 | $640,168.20 |
DisclosureSEC source: 0001127602-21-015296 · form4.xml · nonDerivative · entry 2 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,422.661 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 21:19 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 8,093 | $154.63 | $1,251,420.59 |
DisclosureSEC source: 0001127602-21-015296 · form4.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Group Pres., Enterprise Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,562.661 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 |
| March 05, 2021 Filed Mar 9, 2021 22:27 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 18,303 | $0.00 Strike: $77.43 | $0.00 |
DisclosureSEC source: 0001127602-21-009916 · form4.xml · derivative · entry 14 Williams Anre D · CIK 0001303170 · Group Pres., GMNS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,303 shares Expires 2027-01-24 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 |
| March 05, 2021 Filed Mar 9, 2021 22:27 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 21,668 | $0.00 Strike: $55.09 | $0.00 |
DisclosureSEC source: 0001127602-21-009916 · form4.xml · derivative · entry 13 Williams Anre D · CIK 0001303170 · Group Pres., GMNS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,668 shares Expires 2026-01-26 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 |
| March 05, 2021 Filed Mar 9, 2021 22:27 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 8,444 | $0.00 Strike: $83.30 | $0.00 |
DisclosureSEC source: 0001127602-21-009916 · form4.xml · derivative · entry 12 Williams Anre D · CIK 0001303170 · Group Pres., GMNS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,444 shares Expires 2025-01-26 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.