Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN EXPRESS COAXP · Entity 2839 | President, Enterprise Growth | May 26, 2015 | May 26, 2015 |
| Walgreens Boots Alliance, Inc.WBA · Entity 16467 | EVP, Chief Information Officer | November 01, 2024 | November 05, 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 May 26, 2015 · Filed May 26, 2015
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,474 |
Reported balance
After 2015-05-26 transaction · row 1
1 source rowRow 1 · 2015-05-26 · Sale · Disposed 4,317 · Balance 7,474 F1: The reported disposition represents the sale of shares acquired from the vesting of restricted stock. |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) Plan | 71.34 |
Reported balance
Holding disclosure · report date 2015-05-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 71.34 F2: 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 the sale of shares acquired from the vesting of restricted stock.
F2: 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.
Walgreens Boots Alliance, Inc.
Report date November 01, 2024 · Filed November 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 379,683 |
Last balance in matching sequence
After 2024-11-01 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2024-11-01 · Grant · Acquired 193,583 · Balance 401,878 F1: Restricted stock unit award granted under the Walgreens Boots Alliance, Inc. 2021 Omnibus Incentive Plan (together with the related award agreement and the applicable election forms thereunder, the "Plan") vests in one-third increments on each of the first, second and third anniversaries of the November 1, 2024 date of grant, subject to acceleration or forfeiture in certain circumstances in accordance with the terms and conditions of the Plan. F2: Includes shares underlying restricted stock units issued in lieu of dividends (through October 31, 2024) on outstanding restricted stock units. Row 2 · 2024-11-01 · Tax withholding · Disposed 16,828 · Balance 385,050 F3: Disposition relating to the satisfaction of tax withholding obligations upon the settlement of award granted in accordance with Rule 16b-3. F2: Includes shares underlying restricted stock units issued in lieu of dividends (through October 31, 2024) on outstanding restricted stock units. Row 3 · 2024-11-01 · Tax withholding · Disposed 5,367 · Balance 379,683 F3: Disposition relating to the satisfaction of tax withholding obligations upon the settlement of award granted in accordance with Rule 16b-3. F2: Includes shares underlying restricted stock units issued in lieu of dividends (through October 31, 2024) on outstanding restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock unit award granted under the Walgreens Boots Alliance, Inc. 2021 Omnibus Incentive Plan (together with the related award agreement and the applicable election forms thereunder, the "Plan") vests in one-third increments on each of the first, second and third anniversaries of the November 1, 2024 date of grant, subject to acceleration or forfeiture in certain circumstances in accordance with the terms and conditions of the Plan.
F2: Includes shares underlying restricted stock units issued in lieu of dividends (through October 31, 2024) on outstanding restricted stock units.
F3: Disposition relating to the satisfaction of tax withholding obligations upon the settlement of award granted in accordance with Rule 16b-3.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Express Scripts Holding Co.
Report date December 20, 2018 · Filed December 21, 2018
Section 16 reporting ended · disclosed 2018-12-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-12-20 transaction · row 1
1 source rowRow 1 · 2018-12-20 · Disposition to issuer · Disposed 43,122 · Balance 0 F1: Pursuant to the agreement and plan of merger ("Merger Agreement") between the Issuer and Cigna Corporation, Halfmoon Parent, Inc., Halfmoon I, Inc. and Halfmoon II, Inc., upon closing of the merger of Halfmoon II, Inc. with and into the Issuer (the "Merger"), each common share of the Issuer was converted into the right to receive 0.2434 shares of Halfmoon Parent, Inc. common stock and $48.75 in cash. Each restricted stock unit was converted into a unit with respect to common stock of Halfmoon Parent, Inc. in accordance with the exchange ratio set forth in the Merger Agreement. |
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $69.57 · Expires 2026-03-09 | Direct | 0 |
Reported balance
After 2018-12-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-12-20 · Disposition to issuer · Disposed 38,988 · Balance 0 F3: Pursuant to the Merger Agreement, upon closing of the Merger, the option was converted into an option to purchase common shares of Halfmoon Parent, Inc. in accordance with the exchange ratio set forth in the Merger Agreement. F2: The options vest on varying dates pursuant to the terms of the plans and/or agreements under which they were granted. |
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $67.62 · Expires 2027-03-08 | Direct | 0 |
Reported balance
After 2018-12-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-12-20 · Disposition to issuer · Disposed 47,254 · Balance 0 F3: Pursuant to the Merger Agreement, upon closing of the Merger, the option was converted into an option to purchase common shares of Halfmoon Parent, Inc. in accordance with the exchange ratio set forth in the Merger Agreement. F2: The options vest on varying dates pursuant to the terms of the plans and/or agreements under which they were granted. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-12-20 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-12-20 · Disposition to issuer · Disposed 316.688 · Balance 0 F4: Phantom Stock Unit credited under the Company's Executive Deferred Compensation Plan. F5: Upon distribution, each phantom stock unit would have converted into one share of the Issuer's common stock. F6: Pursuant to the Merger Agreement, upon closing of the Merger, each phantom stock unit was converted into a stock unit relating to the common stock of Halfmoon Parent, Inc. in accordance with the exchange ratio set forth in the Merger Agreement. F7: Basic Company Credit by the Issuer to Reporting Person's Account in the Executive Deferred Compensation Plan; shares vest 3 (three) years after the plan year to which such credit relates. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the agreement and plan of merger ("Merger Agreement") between the Issuer and Cigna Corporation, Halfmoon Parent, Inc., Halfmoon I, Inc. and Halfmoon II, Inc., upon closing of the merger of Halfmoon II, Inc. with and into the Issuer (the "Merger"), each common share of the Issuer was converted into the right to receive 0.2434 shares of Halfmoon Parent, Inc. common stock and $48.75 in cash. Each restricted stock unit was converted into a unit with respect to common stock of Halfmoon Parent, Inc. in accordance with the exchange ratio set forth in the Merger Agreement.
F2: The options vest on varying dates pursuant to the terms of the plans and/or agreements under which they were granted.
F3: Pursuant to the Merger Agreement, upon closing of the Merger, the option was converted into an option to purchase common shares of Halfmoon Parent, Inc. in accordance with the exchange ratio set forth in the Merger Agreement.
F4: Phantom Stock Unit credited under the Company's Executive Deferred Compensation Plan.
F5: Upon distribution, each phantom stock unit would have converted into one share of the Issuer's common stock.
F6: Pursuant to the Merger Agreement, upon closing of the Merger, each phantom stock unit was converted into a stock unit relating to the common stock of Halfmoon Parent, Inc. in accordance with the exchange ratio set forth in the Merger Agreement.
F7: Basic Company Credit by the Issuer to Reporting Person's Account in the Executive Deferred Compensation Plan; shares vest 3 (three) years after the plan year to which such credit relates.
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 |
|---|---|---|---|---|---|---|
| November 01, 2024 Filed Nov 5, 2024 21:08 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | Tax withholdingCommon Stock | 5,367 | $9.46 | $50,771.82 |
DisclosureSEC source: 0001618921-24-000138 · wk-form4_1730858926.xml · nonDerivative · entry 3 Sample Neal J. · CIK 0001621307 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 379,683 F3 · kind: Disposition relating to the satisfaction of tax withholding obligations upon the settlement of award granted in accordance with Rule 16b-3. F2 · balance_after: Includes shares underlying restricted stock units issued in lieu of dividends (through October 31, 2024) on outstanding restricted stock units. Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 21:08 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | Tax withholdingCommon Stock | 16,828 | $9.46 | $159,192.88 |
DisclosureSEC source: 0001618921-24-000138 · wk-form4_1730858926.xml · nonDerivative · entry 2 Sample Neal J. · CIK 0001621307 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 385,050 F3 · kind: Disposition relating to the satisfaction of tax withholding obligations upon the settlement of award granted in accordance with Rule 16b-3. F2 · balance_after: Includes shares underlying restricted stock units issued in lieu of dividends (through October 31, 2024) on outstanding restricted stock units. Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 21:08 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | GrantCommon Stock | 193,583 | $0.00 | $0.00 |
DisclosureSEC source: 0001618921-24-000138 · wk-form4_1730858926.xml · nonDerivative · entry 1 Sample Neal J. · CIK 0001621307 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 401,878 F1 · kind: Restricted stock unit award granted under the Walgreens Boots Alliance, Inc. 2021 Omnibus Incentive Plan (together with the related award agreement and the applicable election forms thereunder, the "Plan") vests in one-third increments on each of the first, second and third anniversaries of the November 1, 2024 date of grant, subject to acceleration or forfeiture in certain circumstances in accordance with the terms and conditions of the Plan. F2 · balance_after: Includes shares underlying restricted stock units issued in lieu of dividends (through October 31, 2024) on outstanding restricted stock units. Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 19:52 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | GrantCommon Stock | 46,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001618921-23-000100 · wk-form4_1699055552.xml · nonDerivative · entry 2 Sample Neal J. · CIK 0001621307 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 193,767 F2 · kind: Restricted stock unit award granted under the Plan vests in one-third increments on each of the first, second and third anniversaries of the November 1, 2023 date of grant, subject to acceleration or forfeiture in certain circumstances in accordance with the terms and conditions of the Plan. Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 19:52 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | GrantCommon Stock | 146,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001618921-23-000100 · wk-form4_1699055552.xml · nonDerivative · entry 1 Sample Neal J. · CIK 0001621307 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,907 F1 · kind: Restricted stock unit award granted under the Walgreens Boots Alliance, Inc. 2021 Omnibus Incentive Plan (together with the related award agreement and the applicable election forms thereunder, the "Plan") vests in one-third increments on each of the first, second and third anniversaries of the November 1, 2023 date of grant, subject to acceleration or forfeiture in certain circumstances in accordance with the terms and conditions of the Plan. Read SEC document |
| December 20, 2018 Filed Dec 21, 2018 17:44 UTC | Express Scripts Holding Co. ESRX · Entity 161583 | Disposition to issuerPhantom Stock Units · Derivative | 316.688 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000950138-18-000707 · edgar.xml · derivative · entry 4 Sample Neal J. · CIK 0001621307 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Express Scripts Holding Company Common Stock · 316.688 shares Expires not disclosed F4 · security: Phantom Stock Unit credited under the Company's Executive Deferred Compensation Plan. F5 · derivative.exercise_price: Upon distribution, each phantom stock unit would have converted into one share of the Issuer's common stock. F6 · kind: Pursuant to the Merger Agreement, upon closing of the Merger, each phantom stock unit was converted into a stock unit relating to the common stock of Halfmoon Parent, Inc. in accordance with the exchange ratio set forth in the Merger Agreement. F5 · price: Upon distribution, each phantom stock unit would have converted into one share of the Issuer's common stock. F7 · derivative.exercise_date: Basic Company Credit by the Issuer to Reporting Person's Account in the Executive Deferred Compensation Plan; shares vest 3 (three) years after the plan year to which such credit relates. F7 · derivative.expiration_date: Basic Company Credit by the Issuer to Reporting Person's Account in the Executive Deferred Compensation Plan; shares vest 3 (three) years after the plan year to which such credit relates. Read SEC document |
| December 20, 2018 Filed Dec 21, 2018 17:44 UTC | Express Scripts Holding Co. ESRX · Entity 161583 | Disposition to issuerNon-Qualified Stock Option (Right to Buy) · Derivative | 47,254 | $0.00 Strike: $67.62 | $0.00 |
DisclosureSEC source: 0000950138-18-000707 · edgar.xml · derivative · entry 3 Sample Neal J. · CIK 0001621307 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Express Scripts Holding Company Common Stock · 47,254 shares Expires 2027-03-08 F3 · price: Pursuant to the Merger Agreement, upon closing of the Merger, the option was converted into an option to purchase common shares of Halfmoon Parent, Inc. in accordance with the exchange ratio set forth in the Merger Agreement. F2 · derivative.exercise_date: The options vest on varying dates pursuant to the terms of the plans and/or agreements under which they were granted. Read SEC document |
| December 20, 2018 Filed Dec 21, 2018 17:44 UTC | Express Scripts Holding Co. ESRX · Entity 161583 | Disposition to issuerNon-Qualified Stock Option (Right to Buy) · Derivative | 38,988 | $0.00 Strike: $69.57 | $0.00 |
DisclosureSEC source: 0000950138-18-000707 · edgar.xml · derivative · entry 2 Sample Neal J. · CIK 0001621307 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Express Scripts Holding Company Common Stock · 38,988 shares Expires 2026-03-09 F3 · price: Pursuant to the Merger Agreement, upon closing of the Merger, the option was converted into an option to purchase common shares of Halfmoon Parent, Inc. in accordance with the exchange ratio set forth in the Merger Agreement. F2 · derivative.exercise_date: The options vest on varying dates pursuant to the terms of the plans and/or agreements under which they were granted. Read SEC document |
| December 20, 2018 Filed Dec 21, 2018 17:44 UTC | Express Scripts Holding Co. ESRX · Entity 161583 | Disposition to issuerCommon Stock | 43,122 | $0.00 | $0.00 |
DisclosureSEC source: 0000950138-18-000707 · edgar.xml · nonDerivative · entry 1 Sample Neal J. · CIK 0001621307 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Pursuant to the agreement and plan of merger ("Merger Agreement") between the Issuer and Cigna Corporation, Halfmoon Parent, Inc., Halfmoon I, Inc. and Halfmoon II, Inc., upon closing of the merger of Halfmoon II, Inc. with and into the Issuer (the "Merger"), each common share of the Issuer was converted into the right to receive 0.2434 shares of Halfmoon Parent, Inc. common stock and $48.75 in cash. Each restricted stock unit was converted into a unit with respect to common stock of Halfmoon Parent, Inc. in accordance with the exchange ratio set forth in the Merger Agreement. Read SEC document |
| March 06, 2018 Filed Mar 8, 2018 19:08 UTC | Express Scripts Holding Co. ESRX · Entity 161583 | GrantCommon Stock | 17,389 | $0.00 | $0.00 |
DisclosureSEC source: 0000950138-18-000266 · edgar.xml · nonDerivative · entry 1 Sample Neal J. · CIK 0001621307 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,122 F1 · price: Grant of restricted stock units pursuant to Express Scripts Holding Company 2016 Long-Term Incentive Plan. Awards vest in three equal installments on February 28, 2019, February 28, 2020, and February 28, 2021. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 17:27 UTC | Express Scripts Holding Co. ESRX · Entity 161583 | Tax withholdingCommon Stock | 2,881 | $75.45 | $217,371.45 |
DisclosureSEC source: 0000950138-18-000212 · edgar.xml · nonDerivative · entry 1 Sample Neal J. · CIK 0001621307 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,733 F1 · shares: Represents shares tendered to Company to cover Reporting Person's tax liability due upon vesting of restricted stock units previously awarded under long-term incentive plans. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 16:39 UTC | Express Scripts Holding Co. ESRX · Entity 161583 | GrantPhantom Stock Unit · Derivative | 206.4957 | $78.10 Strike: $0.00 | $16,127.31 |
DisclosureSEC source: 0000950138-18-000101 · edgar.xml · derivative · entry 1 Sample Neal J. · CIK 0001621307 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316.688 Underlying: Express Scripts Holding Company Common Stock · 206.4957 shares Expires not disclosed F1 · security: Phantom Stock Unit credited under the Company's Executive Deferred Compensation Plan. F2 · derivative.exercise_price: Upon distribution each Phantom Stock Unit converts to one share of the Company's Common Stock. F3 · derivative.exercise_date: Basic Company Credit by Express Scripts Holding Company to Participant's Account in the Executive Deferred Compensation Plan; shares vest 3 (three) years after the plan year to which such credit relates. F3 · derivative.expiration_date: Basic Company Credit by Express Scripts Holding Company to Participant's Account in the Executive Deferred Compensation Plan; shares vest 3 (three) years after the plan year to which such credit relates. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 16:11 UTC | Express Scripts Holding Co. ESRX · Entity 161583 | GrantNon-Qualified Stock Option (Right-to-Buy) · Derivative | 47,254 | Not disclosed Strike: $67.62 | Not disclosed |
DisclosureSEC source: 0000950138-17-000313 · edgar.xml · derivative · entry 2 Sample Neal J. · CIK 0001621307 · Sr. VP & Ch. Information Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,254 Underlying: Express Scripts Holding Company Common Stock · 47,254 shares Expires 2027-03-08 F2 · price: Grant of stock option pursuant to Express Scripts Holding Company 2016 Long-Term Incentive Plan. Vests in three equal installments on February 28, 2018, February 28, 2019, and February 28, 2020. F2 · derivative.exercise_date: Grant of stock option pursuant to Express Scripts Holding Company 2016 Long-Term Incentive Plan. Vests in three equal installments on February 28, 2018, February 28, 2019, and February 28, 2020. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 16:11 UTC | Express Scripts Holding Co. ESRX · Entity 161583 | GrantCommon Stock | 9,859 | $0.00 | $0.00 |
DisclosureSEC source: 0000950138-17-000313 · edgar.xml · nonDerivative · entry 1 Sample Neal J. · CIK 0001621307 · Sr. VP & Ch. Information Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,614 F1 · price: Grant of restricted stock units pursuant to Express Scripts Holding Company 2016 Long-Term Incentive Plan. Awards vest in three equal installments on February 28, 2018, February 28, 2019, and February 28, 2020. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 16:36 UTC | Express Scripts Holding Co. ESRX · Entity 161583 | Tax withholdingCommon Stock | 3,285 | $70.65 | $232,085.25 |
DisclosureSEC source: 0000950138-17-000232 · edgar.xml · nonDerivative · entry 1 Sample Neal J. · CIK 0001621307 · Sr. VP & Ch. Information Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,755 F1 · shares: Represents shares tendered to Company to cover Reporting Person's tax liability due upon vesting of restricted stock units previously awarded under long-term incentive plans. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 16:07 UTC | Express Scripts Holding Co. ESRX · Entity 161583 | GrantPhantom Stock Unit · Derivative | 110.1923 | $69.11 Strike: $0.00 | $7,615.39 |
DisclosureSEC source: 0000950138-17-000104 · edgar.xml · derivative · entry 1 Sample Neal J. · CIK 0001621307 · Sr. VP & Ch. Information Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110.1923 Underlying: Express Scripts Holding Company Common Stock · 110.1923 shares Expires not disclosed F1 · security: Phantom Stock Unit credited under the Company's Executive Deferred Compensation Plan. F2 · derivative.exercise_price: Upon distribution each Phantom Stock Unit converts to one share of the Company's Common Stock. F3 · derivative.exercise_date: Basic Company Credit by Express Scripts Holding Company to Participant's Account in the Executive Deferred Compensation Plan; shares vest 3 (three) years after the plan year to which such credit relates. F3 · derivative.expiration_date: Basic Company Credit by Express Scripts Holding Company to Participant's Account in the Executive Deferred Compensation Plan; shares vest 3 (three) years after the plan year to which such credit relates. Read SEC document |
| May 26, 2015 Filed May 26, 2015 20:58 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 4,317 | $80.74 | $348,563.21 |
DisclosureSEC source: 0001127602-15-018578 · form4.xml · nonDerivative · entry 1 Sample Neal J. · CIK 0001621307 · President, Enterprise Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,474 F1 · kind: The reported disposition represents the sale of shares acquired from the vesting of restricted stock. Read SEC document |
| April 30, 2015 Filed May 1, 2015 19:25 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 3,157 | $77.45 | $244,509.65 |
DisclosureSEC source: 0001127602-15-015764 · form4.xml · nonDerivative · entry 1 Sample Neal J. · CIK 0001621307 · President, Enterprise Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,791 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.