Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN EXPRESS COAXP · Entity 2839 | Chief Risk Officer | January 29, 2024 | January 31, 2024 |
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 29, 2024 · Filed January 31, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,823.66 |
Ending reported balance
After 2024-01-29 transaction · row 3
2 source rows · reconciled sequenceRow 2 · 2024-01-29 · Grant · Acquired 8,231 · Balance 23,659.66 F1: 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. Row 3 · 2024-01-29 · Tax withholding · Disposed 3,836 · Balance 19,823.66 F2: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Restricted Stock Units. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 2,994.61 |
Reported balance
Holding disclosure · report date 2024-01-29 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,994.61 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares acquired pursuant to vesting of Performance Restricted Stock Units (RSU) that were granted to the reporting person in January 2021 and have vested based upon the satisfaction of performance criteria specified for the award at time of grant.
F2: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Restricted Stock Units.
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 |
|---|---|---|---|---|---|---|
| January 29, 2024 Filed Jan 31, 2024 23:17 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 3,836 | $201.43 | $772,685.48 |
DisclosureSEC source: 0001127602-24-002820 · form4.xml · nonDerivative · entry 3 Nigro David · CIK 0001860771 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,823.66 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, 2024 Filed Jan 31, 2024 23:17 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 8,231 | $201.43 | $1,657,970.33 |
DisclosureSEC source: 0001127602-24-002820 · form4.xml · nonDerivative · entry 2 Nigro David · CIK 0001860771 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,659.66 F1 · kind: Represents shares acquired pursuant to vesting of Performance Restricted Stock Units (RSU) that were granted to the reporting person in January 2021 and have vested based upon the satisfaction of performance criteria specified for the award at time of grant. Read SEC document |
| January 29, 2023 Filed Feb 1, 2023 15:57 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 2,521 | $172.31 | $434,393.51 |
DisclosureSEC source: 0001127602-23-002842 · form4.xml · nonDerivative · entry 2 Nigro David · CIK 0001860771 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,428.66 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 15:57 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 6,077 | $172.31 | $1,047,127.87 |
DisclosureSEC source: 0001127602-23-002842 · form4.xml · nonDerivative · entry 1 Nigro David · CIK 0001860771 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,949.66 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 |
| January 29, 2022 Filed Feb 2, 2022 01:43 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Disposition to issuerCommon Stock | 1,723 | $177.06 | $305,074.38 |
DisclosureSEC source: 0001127602-22-002855 · form4.xml · nonDerivative · entry 2 Nigro David · CIK 0001860771 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,872.66 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 01:43 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 4,209 | $177.06 | $745,245.54 |
DisclosureSEC source: 0001127602-22-002855 · form4.xml · nonDerivative · entry 1 Nigro David · CIK 0001860771 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,595.66 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.