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 |
|---|---|---|---|---|---|---|
| January 26, 2014 Filed Jan 28, 2014 21:31 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 1,777 | $86.95 | $154,510.15 |
DisclosureSEC source: 0001127602-14-003121 · form4.xml · nonDerivative · entry 1 Sobbott Susan · CIK 0001597001 · President Global Corp Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,601 F1 · 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.