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 |
|---|---|---|---|---|---|---|
| March 05, 2021 Filed Mar 9, 2021 22:27 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 7,563 | $0.00 Strike: $86.64 | $0.00 |
DisclosureSEC source: 0001127602-21-009916 · form4.xml · derivative · entry 11 Williams Anre D · CIK 0001303170 · Group Pres., GMNS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,563 shares Expires 2024-01-28 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 | 11,322 | $0.00 Strike: $59.45 | $0.00 |
DisclosureSEC source: 0001127602-21-009916 · form4.xml · derivative · entry 10 Williams Anre D · CIK 0001303170 · Group Pres., GMNS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,322 shares Expires 2023-01-29 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 |
| March 05, 2021 Filed Mar 9, 2021 22:27 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 13,495 | $0.00 Strike: $49.23 | $0.00 |
DisclosureSEC source: 0001127602-21-009916 · form4.xml · derivative · entry 9 Williams Anre D · CIK 0001303170 · Group Pres., GMNS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,495 shares Expires 2022-01-24 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. F4 · derivative.exercise_date: These shares became exercisable in four cumulative annual installments of 25% each beginning on date shown as "Date Exercisable." Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 22:27 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 59,352 | $145.88 | $8,658,269.76 |
DisclosureSEC source: 0001127602-21-009916 · form4.xml · nonDerivative · entry 7 Williams Anre D · CIK 0001303170 · Group Pres., GMNS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,469.661 F1 · kind: The reported disposition represents the sale of shares to cover the cost of exercise and withholding tax obligations arising from the exercise of employee stock options; the reporting person will retain all of the net shares. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $145.57 to $146.09. The reporting person undertakes to provide to American Express Company, any security holder of American Express Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this range. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 22:27 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 18,303 | $77.43 | $1,417,201.29 |
DisclosureSEC source: 0001127602-21-009916 · form4.xml · nonDerivative · entry 6 Williams Anre D · CIK 0001303170 · Group Pres., GMNS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,821.661 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 |
| March 05, 2021 Filed Mar 9, 2021 22:27 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 21,668 | $55.09 | $1,193,690.12 |
DisclosureSEC source: 0001127602-21-009916 · form4.xml · nonDerivative · entry 5 Williams Anre D · CIK 0001303170 · Group Pres., GMNS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,518.661 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 |
| March 05, 2021 Filed Mar 9, 2021 22:27 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 8,444 | $83.30 | $703,385.20 |
DisclosureSEC source: 0001127602-21-009916 · form4.xml · nonDerivative · entry 4 Williams Anre D · CIK 0001303170 · Group Pres., GMNS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,850.661 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 |
| March 05, 2021 Filed Mar 9, 2021 22:27 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 7,563 | $86.64 | $655,258.32 |
DisclosureSEC source: 0001127602-21-009916 · form4.xml · nonDerivative · entry 3 Williams Anre D · CIK 0001303170 · Group Pres., GMNS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,406.661 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 |
| March 05, 2021 Filed Mar 9, 2021 22:27 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 11,322 | $59.45 | $673,092.90 |
DisclosureSEC source: 0001127602-21-009916 · form4.xml · nonDerivative · entry 2 Williams Anre D · CIK 0001303170 · Group Pres., GMNS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,843.661 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 |
| March 05, 2021 Filed Mar 9, 2021 22:27 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 13,495 | $49.23 | $664,358.85 |
DisclosureSEC source: 0001127602-21-009916 · form4.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Group Pres., GMNS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,521.661 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 26, 2021 Filed Jan 28, 2021 22:52 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 14,507 | $0.00 Strike: $97.98 | $0.00 |
DisclosureSEC source: 0001127602-21-002896 · form4.xml · derivative · entry 4 Williams Anre D · CIK 0001303170 · Group Pres., GMNS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,507 Underlying: Common Stock · 14,507 shares Expires 2028-01-26 F4 · kind: The reported acquisition represents the vesting of Stock Options that were granted to the reporting person in January 2018. These options became exercisable on January 26, 2021. Read SEC document |
| January 26, 2021 Filed Jan 28, 2021 22:52 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 6,065 | $121.15 | $734,774.75 |
DisclosureSEC source: 0001127602-21-002896 · form4.xml · nonDerivative · entry 2 Williams Anre D · CIK 0001303170 · Group Pres., GMNS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,026.661 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 26, 2021 Filed Jan 28, 2021 22:52 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 14,507 | $121.15 | $1,757,523.05 |
DisclosureSEC source: 0001127602-21-002896 · form4.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Group Pres., GMNS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,091.661 F1 · kind: Represents shares acquired pursuant to vesting of Restricted Stock Units that were granted to the reporting person in January 2018 and have vested based on the Company's 2018-20 average return on equity performance. Read SEC document |
| October 31, 2020 Filed Nov 3, 2020 19:12 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 117,309 | $0.00 Strike: $95.52 | $0.00 |
DisclosureSEC source: 0001127602-20-027953 · form4.xml · derivative · entry 1 Williams Anre D · CIK 0001303170 · Group Pres., GMNS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,309 Underlying: Common Stock · 117,309 shares Expires 2024-10-31 F1 · kind: The reported acquisition represents the vesting of Stock Options that were granted to the reported person on October 31, 2017. These options became exercisable on October 31, 2020 based on the Company's positive cumulative net income over the three year performance period. Read SEC document |
| May 08, 2020 Filed May 12, 2020 20:56 UTC | ILLINOIS TOOL WORKS INC ITW · Entity 2959 | GrantCommon Stock | 900 | $161.01 | $144,909.00 |
DisclosureSEC source: 0000049826-20-000082 · wf-form4_158931694646876.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,315 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 |
| January 28, 2020 Filed Jan 30, 2020 23:12 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 18,303 | $0.00 Strike: $77.43 | $0.00 |
DisclosureSEC source: 0001127602-20-002784 · form4.xml · derivative · entry 4 Williams Anre D · CIK 0001303170 · Group Pres., GMNS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,303 Underlying: Common Stock · 18,303 shares Expires 2027-01-28 F4 · kind: The reported acquisition represents the vesting of Stock Options that were granted to the reporting person in January 2017. These options became exercisable on January 28, 2020. Read SEC document |
| January 28, 2020 Filed Jan 30, 2020 23:12 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 7,977 | $132.45 | $1,056,553.65 |
DisclosureSEC source: 0001127602-20-002784 · form4.xml · nonDerivative · entry 2 Williams Anre D · CIK 0001303170 · Group Pres., GMNS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,584.661 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, 2020 Filed Jan 30, 2020 23:12 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 18,303 | $132.45 | $2,424,232.35 |
DisclosureSEC source: 0001127602-20-002784 · form4.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Group Pres., GMNS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,561.661 F1 · kind: Represents shares acquired pursuant to vesting of Restricted Stock Units that were granted to the reporting person in January 2017 and have vested based on the Company's 2017-19 average return on equity performance. Read SEC document |
| December 10, 2019 Filed Dec 16, 2019 22:13 UTC | ILLINOIS TOOL WORKS INC ITW · Entity 2959 | GiftCommon Stock | 4,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001303170-19-000002 · wf-form4_157653437979443.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,415 Read SEC document |
| May 03, 2019 Filed May 7, 2019 21:39 UTC | ILLINOIS TOOL WORKS INC ITW · Entity 2959 | GrantCommon Stock | 921 | $157.41 | $144,974.61 |
DisclosureSEC source: 0000049826-19-000072 · wf-form4_155726516594819.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,665 F1 · kind: Represents 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 |
| January 26, 2019 Filed Jan 29, 2019 23:17 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 21,668 | $0.00 Strike: $55.09 | $0.00 |
DisclosureSEC source: 0001127602-19-002943 · form4.xml · derivative · entry 4 Williams Anre D · CIK 0001303170 · Group Pres., GMNS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,668 Underlying: Common Stock · 21,668 shares Expires 2026-01-26 F4 · kind: The reported acquisition represents the vesting of Stock Options that were granted to the reporting person in January 2016. These options became exercisable on January 26, 2019 based on the Company's positive cumulative net income over the three year performance period. Read SEC document |
| January 26, 2019 Filed Jan 29, 2019 23:17 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 9,218 | $100.77 | $928,897.86 |
DisclosureSEC source: 0001127602-19-002943 · form4.xml · nonDerivative · entry 2 Williams Anre D · CIK 0001303170 · Group Pres., GMNS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,258.661 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 26, 2019 Filed Jan 29, 2019 23:17 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 21,668 | $100.77 | $2,183,484.36 |
DisclosureSEC source: 0001127602-19-002943 · form4.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Group Pres., GMNS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,476.661 F1 · kind: Represents shares acquired pursuant to vesting of Restricted Stock Units that were granted to the reporting person in January 2016 and have vested based on the Company's 2016-18 return on average equity performance. Read SEC document |
| August 29, 2018 Filed Sep 13, 2018 20:25 UTC | ILLINOIS TOOL WORKS INC ITW · Entity 2959 | GiftCommon Stock | 7,997 | $0.00 | $0.00 |
DisclosureSEC source: 0001303170-18-000002 · wf-form4_153687031361500.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,744 Read SEC document |
| May 04, 2018 Filed May 8, 2018 20:29 UTC | ILLINOIS TOOL WORKS INC ITW · Entity 2959 | GrantCommon Stock | 996 | $145.47 | $144,888.12 |
DisclosureSEC source: 0000049826-18-000071 · wf-form4_152581128772621.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,741 F1 · kind: Represents 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, 2018 Filed May 2, 2018 19:29 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 6,359 | $99.61 | $633,419.99 |
DisclosureSEC source: 0001127602-18-015938 · form4.xml · nonDerivative · entry 2 Williams Anre D · CIK 0001303170 · Pres, Glb Mrch Srv & Loylt Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,790 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, 2018 Filed May 2, 2018 19:29 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 12,911 | $99.61 | $1,286,064.71 |
DisclosureSEC source: 0001127602-18-015938 · form4.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Pres, Glb Mrch Srv & Loylt Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,149 F1 · kind: Represents shares acquired pursuant to vesting of Restricted Stock Units that were granted to the reporting person in April 2015 and have vested based on the Company's 2015-17 return on average performance. Read SEC document |
| January 26, 2018 Filed Jan 30, 2018 22:33 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 8,444 | $0.00 Strike: $83.30 | $0.00 |
DisclosureSEC source: 0001127602-18-003025 · form4.xml · derivative · entry 4 Williams Anre D · CIK 0001303170 · Pres, Glb Mrch Srv & Loylt Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,444 Underlying: Common Stock · 8,444 shares Expires 2025-01-26 F4 · kind: The reported acquisition represents the vesting of Stock Options that were granted to the reporting person in January 2015. These options became exercisable on January 26, 2018 based on the Company's positive cumulative net income over the three year performance period. Read SEC document |
| January 26, 2018 Filed Jan 30, 2018 22:33 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 2,926 | $99.69 | $291,692.94 |
DisclosureSEC source: 0001127602-18-003025 · form4.xml · nonDerivative · entry 2 Williams Anre D · CIK 0001303170 · Pres, Glb Mrch Srv & Loylt Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,238 F2 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Restricted Stock Units. Read SEC document |
| January 26, 2018 Filed Jan 30, 2018 22:33 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 8,444 | $99.69 | $841,782.36 |
DisclosureSEC source: 0001127602-18-003025 · form4.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Pres, Glb Mrch Srv & Loylt Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,164 F1 · kind: Represents shares acquired pursuant to vesting of Restricted Stock Units that were granted to the reporting person in January 2015 and have vested based on the Company's 2015-17 return on average equity performance. Read SEC document |
| October 25, 2017 Filed Oct 27, 2017 16:24 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 30,761 | $93.41 | $2,873,385.01 |
DisclosureSEC source: 0001127602-17-030369 · form4.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Pres, Glb Mrch Srv & Loylt Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,720 F1 · kind: The reported disposition represents the sale of shares acquired from restricted stock vestings and/or stock option exercises in prior years. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $93.34 to $93.46. 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 |
| July 31, 2017 Filed Aug 2, 2017 21:15 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 3,790 | $0.00 Strike: $48.04 | $0.00 |
DisclosureSEC source: 0001127602-17-024766 · form4.xml · derivative · entry 8 Williams Anre D · CIK 0001303170 · Pres, Glb Mrch Srv & Loylt Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,790 shares Expires 2021-11-30 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. F4 · derivative.exercise_date: These options became exercisable in four equal annual installments beginning on date shown as "Date Exercisable." Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 21:15 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 29,188 | $0.00 Strike: $44.54 | $0.00 |
DisclosureSEC source: 0001127602-17-024766 · form4.xml · derivative · entry 7 Williams Anre D · CIK 0001303170 · Pres, Glb Mrch Srv & Loylt Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 29,188 shares Expires 2021-01-27 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. F4 · derivative.exercise_date: These options became exercisable in four equal annual installments beginning on date shown as "Date Exercisable." Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 21:15 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 27,560 | $0.00 Strike: $38.10 | $0.00 |
DisclosureSEC source: 0001127602-17-024766 · form4.xml · derivative · entry 6 Williams Anre D · CIK 0001303170 · Pres, Glb Mrch Srv & Loylt Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 27,560 shares Expires 2020-01-26 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. F4 · derivative.exercise_date: These options became exercisable in four equal annual installments beginning on date shown as "Date Exercisable." Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 21:15 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 53,111 | $85.24 | $4,527,181.64 |
DisclosureSEC source: 0001127602-17-024766 · form4.xml · nonDerivative · entry 4 Williams Anre D · CIK 0001303170 · Pres, Glb Mrch Srv & Loylt Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,481 F1 · kind: The reported disposition represents the sale of shares to cover the cost of exercise and withholding tax obligations arising from the stock option exercise reported above and the sale of 50% of the net shares acquired from this exercise; the reporting person will retain the balance of the net shares in accordance with the Company's retention guidelines for executive officers. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.17 to $85.36. 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 |
| July 31, 2017 Filed Aug 2, 2017 21:15 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 3,790 | $48.04 | $182,071.60 |
DisclosureSEC source: 0001127602-17-024766 · form4.xml · nonDerivative · entry 3 Williams Anre D · CIK 0001303170 · Pres, Glb Mrch Srv & Loylt Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,592 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 |
| July 31, 2017 Filed Aug 2, 2017 21:15 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 29,188 | $44.54 | $1,300,033.52 |
DisclosureSEC source: 0001127602-17-024766 · form4.xml · nonDerivative · entry 2 Williams Anre D · CIK 0001303170 · Pres, Glb Mrch Srv & Loylt Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,802 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 |
| July 31, 2017 Filed Aug 2, 2017 21:15 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 27,560 | $38.10 | $1,050,036.00 |
DisclosureSEC source: 0001127602-17-024766 · form4.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Pres, Glb Mrch Srv & Loylt Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,614 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 |
| May 05, 2017 Filed May 9, 2017 20:44 UTC | ILLINOIS TOOL WORKS INC ITW · Entity 2959 | GrantCommon Stock | 1,038 | $139.60 | $144,904.80 |
DisclosureSEC source: 0000049826-17-000108 · wf-form4_149436262615298.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,745 F1 · kind: Represents 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 |
| January 28, 2017 Filed Jan 31, 2017 22:20 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 7,563 | $0.00 Strike: $86.64 | $0.00 |
DisclosureSEC source: 0001127602-17-003151 · form4.xml · derivative · entry 4 Williams Anre D · CIK 0001303170 · Pres, Glb Mrch Srv & Loylt Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,563 Underlying: Common Stock · 7,563 shares Expires 2024-01-28 F4 · kind: The reported acquisition represents the vesting of Stock Options that were granted to the reporting person in January 2014. These options became exercisable on January 28, 2017 based on the Company's positive cumulative net income over the three year performance period. Read SEC document |
| January 28, 2017 Filed Jan 31, 2017 22:20 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 2,864 | $76.85 | $220,098.40 |
DisclosureSEC source: 0001127602-17-003151 · form4.xml · nonDerivative · entry 2 Williams Anre D · CIK 0001303170 · Pres, Glb Mrch Srv & Loylt Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,054 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, 2017 Filed Jan 31, 2017 22:20 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 7,563 | $76.85 | $581,216.55 |
DisclosureSEC source: 0001127602-17-003151 · form4.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Pres, Glb Mrch Srv & Loylt Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,918 F1 · kind: Represents shares acquired pursuant to vesting of Restricted Stock Units ("performance units") that were granted to the reporting person in January 2014 and have vested based on the Company's 2014-16 return on average equity performance. Read SEC document |
| January 29, 2016 Filed Feb 2, 2016 20:57 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 11,322 | $0.00 Strike: $59.45 | $0.00 |
DisclosureSEC source: 0001127602-16-039039 · form4.xml · derivative · entry 4 Williams Anre D · CIK 0001303170 · Pres, Glb Merch Serv & Loyalty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,322 Underlying: Common Stock · 11,322 shares Expires 2023-01-29 F4 · date: The reported acquisition represents the vesting of Stock Options that were granted to the reporting person in January 2013. These options became exercisable on January 29, 2016 based on the Company's positive cumulative net income over the three year performance period. Read SEC document |
| January 29, 2016 Filed Feb 2, 2016 20:57 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 4,413 | $53.50 | $236,095.50 |
DisclosureSEC source: 0001127602-16-039039 · form4.xml · nonDerivative · entry 2 Williams Anre D · CIK 0001303170 · Pres, Glb Merch Serv & Loyalty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,355 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, 2016 Filed Feb 2, 2016 20:57 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 11,695 | $53.50 | $625,682.50 |
DisclosureSEC source: 0001127602-16-039039 · form4.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Pres, Glb Merch Serv & Loyalty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,768 F1 · kind: Represents shares acquired pursuant to vesting of Restricted Stock Units ("performance units") that were granted to the reporting person in January 2013 and have vested based on the Company's 2013-15 return on average equity performance. Read SEC document |
| April 30, 2015 Filed May 4, 2015 18:53 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 34,606 | $77.58 | $2,684,733.48 |
DisclosureSEC source: 0001127602-15-015940 · form4.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Pres. Global Merchant Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,073 F1 · kind: The reported disposition represents the sale of shares acquired from restricted stock vestings and/or stock option exercises in prior years. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $77.57 to $77.60 The reporting person undertakes to provide to American Express Company, any security holder of American Express Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this range. Read SEC document |
| January 27, 2015 Filed Jan 28, 2015 23:54 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 942 | $82.40 | $77,620.80 |
DisclosureSEC source: 0001127602-15-003119 · form4.xml · nonDerivative · entry 3 Williams Anre D · CIK 0001303170 · Pres. Global Merchant Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,679 F2 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Restricted Stock Units. Read SEC document |
| January 26, 2015 Filed Jan 28, 2015 23:54 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 5,443 | $83.30 | $453,401.90 |
DisclosureSEC source: 0001127602-15-003119 · form4.xml · nonDerivative · entry 2 Williams Anre D · CIK 0001303170 · Pres. Global Merchant Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,621 F2 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Restricted Stock Units. Read SEC document |
| January 26, 2015 Filed Jan 28, 2015 23:54 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 13,872 | $83.30 | $1,155,537.60 |
DisclosureSEC source: 0001127602-15-003119 · form4.xml · nonDerivative · entry 1 Williams Anre D · CIK 0001303170 · Pres. Global Merchant Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,064 F1 · kind: Represents shares acquired pursuant to vesting of Restricted Stock Units ("performance units") that were granted to the reporting person in January 2012 and have vested based on the Company's 2012-15 return on average equity performance. Pursuant to the Company's stock ownership guidelines, the reporting person is required to hold a portion of shares received upon vesting for a period of time. Read SEC document |
| January 27, 2014 Filed Jan 29, 2014 23:25 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 941 | $85.72 | $80,662.52 |
DisclosureSEC source: 0001127602-14-003369 · form4.xml · nonDerivative · entry 3 Williams Anre D · CIK 0001303170 · Pres. Global Merchant Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,192 F3 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of a Restricted Stock Award. 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.