Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN EXPRESS COAXP · Entity 2839 | Pres., Glbl Commercial Pymnts | November 16, 2017 | January 30, 2018 |
| Childrens Place, Inc.PLCE · Entity 7136 | Director | February 04, 2019 | February 06, 2019 |
| WEX Inc.WEX · Entity 2285 | Director | May 14, 2026 | May 18, 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 November 16, 2017 · Filed January 30, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,464.9181 |
Reported balance
After 2017-11-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-11-16 · Gift · Disposed 1,605 · Balance 29,464.9181 F1: The reported disposition represents a bona fide charitable gift made by the reporting person. |
| Common StockSEC Table I · non-derivative | Direct | 37,464.9181 |
Reported balance
After 2018-01-26 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2018-01-26 · Grant · Acquired 8,000 · Balance 37,464.9181 F2: 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. |
| Common StockSEC Table I · non-derivative | Direct | 34,689.9181 |
Reported balance
After 2018-01-26 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2018-01-26 · Tax withholding · Disposed 2,775 · Balance 34,689.9181 F3: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Restricted Stock Units. F4: Includes shares acquired pursuant to dividend reinvestment. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $83.30 · Expires 2025-01-26 | Direct | 8,000 |
Reported balance
After 2018-01-26 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-01-26 · Grant · Acquired 8,000 · Balance 8,000 F6: 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. |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) Trust | 961.12 |
Reported balance
Holding disclosure · report date 2017-11-16 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 961.12 F5: 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: The reported disposition represents a bona fide charitable gift made by the reporting person.
F2: 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.
F3: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Restricted Stock Units.
F4: Includes shares acquired pursuant to dividend reinvestment.
F5: 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.
F6: 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.
Childrens Place, Inc.
Report date February 04, 2019 · Filed February 06, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.10 per shareSEC Table I · non-derivative | Direct | 7,760 |
Reported balance
After 2019-02-04 transaction · row 1
1 source rowRow 1 · 2019-02-04 · Grant · Acquired 1,421 · Balance 7,760 F1: Represent shares of common stock, par value $0.10 per share, of The Children's Place, Inc. (the "Company"), underlying time restricted stock units granted under the Company's 2011 Equity Incentive Plan (the "Plan") on Monday, February 4, 2019. Such shares are deliverable to the reporting person on the first anniversary of the date of grant, subject to the terms and conditions of the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represent shares of common stock, par value $0.10 per share, of The Children's Place, Inc. (the "Company"), underlying time restricted stock units granted under the Company's 2011 Equity Incentive Plan (the "Plan") on Monday, February 4, 2019. Such shares are deliverable to the reporting person on the first anniversary of the date of grant, subject to the terms and conditions of the Plan.
WEX Inc.
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,881 |
Reported balance
After 2026-05-15 transaction · row 1
1 source rowRow 1 · 2026-05-15 · Exercise / conversion · Acquired 1,567 · Balance 7,881 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,605 |
Reported balance
After 2026-05-14 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-14 · Grant · Acquired 1,605 · Balance 1,605 F1: Restricted Stock Units ("RSUs") will vest in total on May 14, 2027. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-05-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-15 · Exercise / conversion · Disposed 1,567 · Balance 0 F2: RSUs vested on May 15, 2026 and each RSU converted into one share of common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units ("RSUs") will vest in total on May 14, 2027.
F2: RSUs vested on May 15, 2026 and each RSU converted into one share of common stock.
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 |
|---|---|---|---|---|---|---|
| May 15, 2026 Filed May 18, 2026 22:03 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,567 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001597001-26-000002 · wk-form4_1779141794.xml · derivative · entry 3 Sobbott Susan · CIK 0001597001 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,567 shares Expires not disclosed 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. F2 · derivative.exercise_date: RSUs vested on May 15, 2026 and each RSU converted into one share of common stock. F2 · derivative.expiration_date: RSUs vested on May 15, 2026 and each RSU converted into one share of common stock. Read SEC document |
| May 15, 2026 Filed May 18, 2026 22:03 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,567 | $0.00 | $0.00 |
DisclosureSEC source: 0001597001-26-000002 · wk-form4_1779141794.xml · nonDerivative · entry 1 Sobbott Susan · CIK 0001597001 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,881 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 14, 2026 Filed May 18, 2026 22:03 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,605 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001597001-26-000002 · wk-form4_1779141794.xml · derivative · entry 2 Sobbott Susan · CIK 0001597001 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,605 Underlying: Common Stock · 1,605 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 14, 2027. F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 14, 2027. Read SEC document |
| May 15, 2025 Filed May 19, 2025 23:10 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,567 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000132 · wk-form4_1747696219.xml · derivative · entry 1 Sobbott Susan · CIK 0001597001 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,567 Underlying: Common Stock · 1,567 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 15, 2026. F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 15, 2026. Read SEC document |
| May 09, 2025 Filed May 13, 2025 21:33 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 960 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000103 · wk-form4_1747171994.xml · derivative · entry 2 Sobbott Susan · CIK 0001597001 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 960 shares Expires not disclosed 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 · derivative.exercise_date: Restricted Stock Units ("RSUs") vested on May 9, 2025 and each RSU converted into one share of common stock. F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") vested on May 9, 2025 and each RSU converted into one share of common stock. Read SEC document |
| May 09, 2025 Filed May 13, 2025 21:33 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 960 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-25-000103 · wk-form4_1747171994.xml · nonDerivative · entry 1 Sobbott Susan · CIK 0001597001 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,314 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 11, 2024 Filed May 13, 2024 23:46 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,147 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000141 · wk-form4_1715643991.xml · derivative · entry 3 Sobbott Susan · CIK 0001597001 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,147 shares Expires not disclosed 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 · derivative.exercise_date: Represents Restricted Stock Units ("RSUs") granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan, which vested on May 11, 2024. Each RSU was credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be transferred to the reporting person as common stock 200 days following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. F1 · derivative.expiration_date: Represents Restricted Stock Units ("RSUs") granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan, which vested on May 11, 2024. Each RSU was credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be transferred to the reporting person as common stock 200 days following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. Read SEC document |
| May 11, 2024 Filed May 13, 2024 23:46 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,147 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000141 · wk-form4_1715643991.xml · nonDerivative · entry 1 Sobbott Susan · CIK 0001597001 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,354 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: Represents Restricted Stock Units ("RSUs") granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan, which vested on May 11, 2024. Each RSU was credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be transferred to the reporting person as common stock 200 days following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. Read SEC document |
| May 09, 2024 Filed May 13, 2024 23:46 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 960 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-24-000141 · wk-form4_1715643991.xml · derivative · entry 2 Sobbott Susan · CIK 0001597001 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 960 Underlying: Common Stock · 960 shares Expires not disclosed F2 · shares: Upon vesting these shares will be credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be paid to the reporting person as common stock 200 days immediately following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. F3 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2025. F3 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2025. Read SEC document |
| May 12, 2023 Filed May 15, 2023 21:06 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,030 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000098 · wf-form4_168418474405179.xml · derivative · entry 3 Sobbott Susan · CIK 0001597001 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,030 shares Expires not disclosed 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. F3 · derivative.exercise_date: RSUs vested on May 12, 2023 and each RSU converted into one share of common stock. F3 · derivative.expiration_date: RSUs vested on May 12, 2023 and each RSU converted into one share of common stock. Read SEC document |
| May 12, 2023 Filed May 15, 2023 21:06 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,030 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000098 · wf-form4_168418474405179.xml · nonDerivative · entry 1 Sobbott Susan · CIK 0001597001 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,207 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 11, 2023 Filed May 15, 2023 21:06 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,147 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-23-000098 · wf-form4_168418474405179.xml · derivative · entry 2 Sobbott Susan · CIK 0001597001 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,147 Underlying: Common Stock · 1,147 shares Expires not disclosed F1 · shares: Upon vesting these shares will be credited under the WEX Inc. Non-Employee Deferred Compensation Plan and will be paid to the reporting person as common stock 200 days immediately following the date upon which the holder's services as a member of the Board of Directors terminate for any reason. F2 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 11, 2024 F2 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 11, 2024 Read SEC document |
| June 04, 2022 Filed Jun 7, 2022 00:57 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 760 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000125 · wf-form4_165456343822808.xml · derivative · entry 2 Sobbott Susan · CIK 0001597001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 760 shares Expires not disclosed 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 · derivative.exercise_date: Restricted Stock Units ("RSU") vested on 6/4/2022 and each RSU converted into one share of common stock. F1 · derivative.expiration_date: Restricted Stock Units ("RSU") vested on 6/4/2022 and each RSU converted into one share of common stock. Read SEC document |
| June 04, 2022 Filed Jun 7, 2022 00:57 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 760 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000125 · wf-form4_165456343822808.xml · nonDerivative · entry 1 Sobbott Susan · CIK 0001597001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,177 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 12, 2022 Filed May 16, 2022 21:03 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,030 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-22-000100 · wf-form4_165273495966583.xml · derivative · entry 1 Sobbott Susan · CIK 0001597001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,030 Underlying: Common Stock · 1,030 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 12, 2023. F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 12, 2023. Read SEC document |
| June 04, 2021 Filed Jun 8, 2021 20:10 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 760 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000156 · wf-form4_162318298946868.xml · derivative · entry 1 Sobbott Susan · CIK 0001597001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 760 Underlying: Common Stock · 760 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on June 4, 2022. F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on June 4, 2022. Read SEC document |
| May 14, 2021 Filed May 18, 2021 12:42 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,261 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000125 · wf-form4_162134171916447.xml · derivative · entry 2 Sobbott Susan · CIK 0001597001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,261 shares Expires not disclosed 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 · derivative.exercise_date: Restricted Stock Units ("RSU") vested on 5/14/2021 and each RSU converted into one share of common stock. F1 · derivative.expiration_date: Restricted Stock Units ("RSU") vested on 5/14/2021 and each RSU converted into one share of common stock. Read SEC document |
| May 14, 2021 Filed May 18, 2021 12:42 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,261 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-21-000125 · wf-form4_162134171916447.xml · nonDerivative · entry 1 Sobbott Susan · CIK 0001597001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,417 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 14, 2020 Filed May 15, 2020 20:19 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 1,261 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000115 · wf-form4_158957392522256.xml · derivative · entry 1 Sobbott Susan · CIK 0001597001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,261 Underlying: Common Stock · 1,261 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 14, 2021 F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 14, 2021 Read SEC document |
| May 09, 2020 Filed May 12, 2020 22:09 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionRestricted Stock Units · Derivative | 1,156 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000107 · wf-form4_158932134922705.xml · derivative · entry 2 Sobbott Susan · CIK 0001597001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,156 shares Expires not disclosed 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 · derivative.exercise_date: Restricted Stock Units ("RSUs") vested on May 9, 2020 and each RSU converted into one share of common stock. F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") vested on May 9, 2020 and each RSU converted into one share of common stock. Read SEC document |
| May 09, 2020 Filed May 12, 2020 22:09 UTC | WEX Inc. WEX · Entity 2285 | Exercise / conversionCommon Stock | 1,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001309108-20-000107 · wf-form4_158932134922705.xml · nonDerivative · entry 1 Sobbott Susan · CIK 0001597001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,156 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 |
| December 12, 2019 Filed Dec 16, 2019 21:24 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 249 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000196 · wf-form4_157653143223768.xml · derivative · entry 1 Sobbott Susan · CIK 0001597001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249 Underlying: Common Stock · 249 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2020. F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2020. Read SEC document |
| May 09, 2019 Filed May 13, 2019 20:28 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 907 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000105 · wf-form4_155777929935540.xml · derivative · entry 1 Sobbott Susan · CIK 0001597001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 907 Underlying: Common Stock · 907 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2020. F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2020. Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 22:05 UTC | Childrens Place, Inc. PLCE · Entity 7136 | GrantCommon Stock, par value $0.10 per share | 1,421 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-19-005383 · tv512589_4.xml · nonDerivative · entry 1 Sobbott Susan · CIK 0001597001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,760 F1 · shares: Represent shares of common stock, par value $0.10 per share, of The Children's Place, Inc. (the "Company"), underlying time restricted stock units granted under the Company's 2011 Equity Incentive Plan (the "Plan") on Monday, February 4, 2019. Such shares are deliverable to the reporting person on the first anniversary of the date of grant, subject to the terms and conditions of the Plan. Read SEC document |
| February 05, 2018 Filed Feb 7, 2018 22:02 UTC | Childrens Place, Inc. PLCE · Entity 7136 | GrantCommon Stock, par value $0.10 per share | 705 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-18-006344 · tv485125_4.xml · nonDerivative · entry 1 Sobbott Susan · CIK 0001597001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,339 F1 · shares: Represent shares of common stock, par value $0.10 per share, of The Children's Place, Inc. (the "Company"), underlying time restricted stock units granted under the Company's 2011 Equity Incentive Plan (the "Plan") on Monday, February 5, 2018. Such shares are deliverable to the reporting person on the first anniversary of the date of grant, subject to the terms and conditions of the Plan. Read SEC document |
| January 26, 2018 Filed Jan 30, 2018 22:30 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 8,000 | $0.00 Strike: $83.30 | $0.00 |
DisclosureSEC source: 0001127602-18-003022 · form4.xml · derivative · entry 5 Sobbott Susan · CIK 0001597001 · Pres., Glbl Commercial Pymnts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Underlying: Common Stock · 8,000 shares Expires 2025-01-26 F6 · 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 22:30 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 2,775 | $99.69 | $276,639.75 |
DisclosureSEC source: 0001127602-18-003022 · form4.xml · nonDerivative · entry 3 Sobbott Susan · CIK 0001597001 · Pres., Glbl Commercial Pymnts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,689.9181 F3 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Restricted Stock Units. F4 · balance_after: Includes shares acquired pursuant to dividend reinvestment. Read SEC document |
| January 26, 2018 Filed Jan 30, 2018 22:30 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 8,000 | $99.69 | $797,520.00 |
DisclosureSEC source: 0001127602-18-003022 · form4.xml · nonDerivative · entry 2 Sobbott Susan · CIK 0001597001 · Pres., Glbl Commercial Pymnts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,464.9181 F2 · 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 |
| November 16, 2017 Filed Jan 30, 2018 22:30 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GiftCommon Stock | 1,605 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-003022 · form4.xml · nonDerivative · entry 1 Sobbott Susan · CIK 0001597001 · Pres., Glbl Commercial Pymnts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,464.9181 F1 · price: The reported disposition represents a bona fide charitable gift made by the reporting person. Read SEC document |
| November 09, 2017 Filed Nov 13, 2017 13:15 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 5,500 | $94.34 | $518,870.00 |
DisclosureSEC source: 0001127602-17-031805 · form4.xml · nonDerivative · entry 1 Sobbott Susan · CIK 0001597001 · Pres., Glbl Commercial Pymnts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,052.3861 F1 · kind: The reported disposition represents the sale of shares from restricted stock vestings and/or stock option exercises in prior years. F2 · balance_after: Includes shares acquired pursuant to dividend reinvestment. Read SEC document |
| September 07, 2017 Filed Sep 11, 2017 18:01 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 6,000 | $84.39 | $506,340.00 |
DisclosureSEC source: 0001127602-17-027239 · form4.xml · nonDerivative · entry 1 Sobbott Susan · CIK 0001597001 · Pres., Glbl Commercial Pymnts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,552.3861 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $84.3907 to $84.3913. 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. F2 · balance_after: Includes shares acquired pursuant to dividend reinvestment. Read SEC document |
| January 30, 2017 Filed Feb 2, 2017 00:14 UTC | Childrens Place, Inc. PLCE · Entity 7136 | GrantCommon Stock, par value $0.10 per share | 1,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-005441 · v458184_4.xml · nonDerivative · entry 1 Sobbott Susan · CIK 0001597001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,634 F1 · shares: Represents shares of common stock, par value $0.10 per share, of The Children's Place, Inc. (the "Company"), underlying time restricted stock units granted under the Company's 2011 Equity Incentive Plan (the "Plan") on Monday, January 30, 2017. Such shares are deliverable to the reporting person on the first anniversary of the date of grant, subject to the terms and conditions of the Plan. Read SEC document |
| January 28, 2017 Filed Jan 31, 2017 22:35 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: 0001127602-17-003175 · form4.xml · derivative · entry 4 Sobbott Susan · CIK 0001597001 · Pres., Glbl Commercial Pymnts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,563 Underlying: Common Stock · 7,563 shares Expires 2024-01-28 F5 · 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 22:35 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 2,864 | $76.85 | $220,098.40 |
DisclosureSEC source: 0001127602-17-003175 · form4.xml · nonDerivative · entry 2 Sobbott Susan · CIK 0001597001 · Pres., Glbl Commercial Pymnts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,383.16 F2 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Restricted Stock Units. F3 · balance_after: Includes shares acquired pursuant to dividend reinvestment. Read SEC document |
| January 28, 2017 Filed Jan 31, 2017 22:35 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 7,563 | $76.85 | $581,216.55 |
DisclosureSEC source: 0001127602-17-003175 · form4.xml · nonDerivative · entry 1 Sobbott Susan · CIK 0001597001 · Pres., Glbl Commercial Pymnts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,247.16 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 |
| November 11, 2016 Filed Nov 14, 2016 22:48 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $58.54 | $0.00 |
DisclosureSEC source: 0001127602-16-067020 · form4.xml · derivative · entry 4 Sobbott Susan · CIK 0001597001 · Pres., Glbl Commercial Pymnts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2017-07-30 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 the date shown as "Date Exercisable." Read SEC document |
| November 11, 2016 Filed Nov 14, 2016 22:48 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 19,186 | $70.45 | $1,351,732.36 |
DisclosureSEC source: 0001127602-16-067020 · form4.xml · nonDerivative · entry 2 Sobbott Susan · CIK 0001597001 · Pres., Glbl Commercial Pymnts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,684.16 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 $70.39 to $70.55. The reporting person undertakes to provide to American Express Company, any security holder of American Express Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this range. Read SEC document |
| November 11, 2016 Filed Nov 14, 2016 22:48 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 20,000 | $58.54 | $1,170,800.00 |
DisclosureSEC source: 0001127602-16-067020 · form4.xml · nonDerivative · entry 1 Sobbott Susan · CIK 0001597001 · Pres., Glbl Commercial Pymnts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,870.16 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 25, 2016 Filed May 27, 2016 16:43 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 15,113 | $0.00 Strike: $57.77 | $0.00 |
DisclosureSEC source: 0001127602-16-053659 · form4.xml · derivative · entry 4 Sobbott Susan · CIK 0001597001 · Pres., Glbl Commercial Pymnts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,113 shares Expires 2017-01-24 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 options became exercisable in four equal annual installments beginning on the date shown as "Date Exercisable." Read SEC document |
| May 25, 2016 Filed May 27, 2016 16:43 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 14,682 | $65.50 | $961,671.00 |
DisclosureSEC source: 0001127602-16-053659 · form4.xml · nonDerivative · entry 2 Sobbott Susan · CIK 0001597001 · Pres., Glbl Commercial Pymnts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,870.16 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 $65.48 to $65.54. The reporting person undertakes to provide to American Express Company, any security holder of American Express Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this range. Read SEC document |
| May 25, 2016 Filed May 27, 2016 16:43 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 15,113 | $57.77 | $873,078.01 |
DisclosureSEC source: 0001127602-16-053659 · form4.xml · nonDerivative · entry 1 Sobbott Susan · CIK 0001597001 · Pres., Glbl Commercial Pymnts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,552.16 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, 2016 Filed Feb 2, 2016 20:51 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 3,456 | $53.50 | $184,896.00 |
DisclosureSEC source: 0001127602-16-039033 · form4.xml · nonDerivative · entry 2 Sobbott Susan · CIK 0001597001 · Pres., Glbl Commercial Pymnts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,439.16 F2 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Restricted Stock Units. F3 · balance_after: Includes shares acquired pursuant to dividend reinvestment. Read SEC document |
| January 29, 2016 Filed Feb 2, 2016 20:51 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 9,122 | $53.50 | $488,027.00 |
DisclosureSEC source: 0001127602-16-039033 · form4.xml · nonDerivative · entry 1 Sobbott Susan · CIK 0001597001 · Pres., Glbl Commercial Pymnts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,895.16 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 |
| January 27, 2015 Filed Jan 28, 2015 23:49 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 1,368 | $82.40 | $112,723.20 |
DisclosureSEC source: 0001127602-15-003114 · form4.xml · nonDerivative · entry 3 Sobbott Susan · CIK 0001597001 · President Global Corp Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,763.662 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 23:49 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 4,094 | $83.30 | $341,030.20 |
DisclosureSEC source: 0001127602-15-003114 · form4.xml · nonDerivative · entry 2 Sobbott Susan · CIK 0001597001 · President Global Corp Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,131.662 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 23:49 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 10,963 | $83.30 | $913,217.90 |
DisclosureSEC source: 0001127602-15-003114 · form4.xml · nonDerivative · entry 1 Sobbott Susan · CIK 0001597001 · President Global Corp Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,225.662 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 |
| August 28, 2014 Filed Sep 2, 2014 20:22 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $49.13 | $0.00 |
DisclosureSEC source: 0001127602-14-026901 · form4.xml · derivative · entry 4 Sobbott Susan · CIK 0001597001 · President Global Corp Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 shares Expires 2018-01-30 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 |
| August 28, 2014 Filed Sep 2, 2014 20:22 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 41,844 | $89.17 | $3,731,120.69 |
DisclosureSEC source: 0001127602-14-026901 · form4.xml · nonDerivative · entry 2 Sobbott Susan · CIK 0001597001 · President Global Corp Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,254 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 25% of the net shares acquired from this exercise; the reporting person will retain 75% 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 $89.10 to $89.24. 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 |
| August 28, 2014 Filed Sep 2, 2014 20:22 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 50,000 | $49.13 | $2,456,500.00 |
DisclosureSEC source: 0001127602-14-026901 · form4.xml · nonDerivative · entry 1 Sobbott Susan · CIK 0001597001 · President Global Corp Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,098 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 27, 2014 Filed Jan 29, 2014 22:14 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 1,520 | $85.72 | $130,294.40 |
DisclosureSEC source: 0001127602-14-003336 · form4.xml · nonDerivative · entry 1 Sobbott Susan · CIK 0001597001 · President Global Corp Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,081 F1 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Restricted Stock Units. 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.