Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AMERICAN EXPRESS CO
Report date December 31, 2013 · Filed February 13, 2014
Section 16 reporting ended · disclosed 2014-02-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 73,822.1807 |
Reported balance
After 2013-11-22 transaction · row 1
1 source rowRow 1 · 2013-11-22 · Gift · Disposed 11,650 · Balance 73,822.1807 F1: The reported disposition represents a bona fide charitable gift made by the reporting person. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 84.57 |
Reported balance
Holding disclosure · report date 2013-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 84.57 |
Filing footnotes · ownership attribution and instrument terms
F1: The reported disposition represents a bona fide charitable gift made by the reporting person.
Fidelity National Information Services, Inc.
Report date June 05, 2024 · Filed June 07, 2024
Section 16 reporting ended · disclosed 2024-06-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,873 |
Ending reported balance
After 2024-06-05 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2024-06-05 · Exercise / conversion · Acquired 1,554 · Balance 9,880 Row 2 · 2024-06-05 · Exercise / conversion · Acquired 2,139 · Balance 12,019 Row 3 · 2024-06-05 · Exercise / conversion · Acquired 3,854 · Balance 15,873 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2024-06-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-06-05 · Exercise / conversion · Disposed 1,554 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F2: These restricted stock units vested in full on May 28, 2021. The reporting person elected to defer distribution of the vested common stock until the end of service as a director. On June 5, 2024, the reporting person ended their service as a director and the restricted stock units distributed in full. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2024-06-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-06-05 · Exercise / conversion · Disposed 2,139 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F3: These restricted stock units vested in full on May 25, 2023. The reporting person elected to defer distribution of the vested common stock until the end of service as a director. On June 5, 2024, the reporting person ended their service as a director and the restricted stock units distributed in full. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-06-05 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-06-05 · Exercise / conversion · Disposed 3,854 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F4: These restricted stock units vested in full on May 24, 2024. The reporting person elected to defer distribution of the vested common stock until the end of service as a director. On June 5, 2024, the reporting person ended their service as a director and the restricted stock units distributed in full. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of FIS common stock.
F2: These restricted stock units vested in full on May 28, 2021. The reporting person elected to defer distribution of the vested common stock until the end of service as a director. On June 5, 2024, the reporting person ended their service as a director and the restricted stock units distributed in full.
F3: These restricted stock units vested in full on May 25, 2023. The reporting person elected to defer distribution of the vested common stock until the end of service as a director. On June 5, 2024, the reporting person ended their service as a director and the restricted stock units distributed in full.
F4: These restricted stock units vested in full on May 24, 2024. The reporting person elected to defer distribution of the vested common stock until the end of service as a director. On June 5, 2024, the reporting person ended their service as a director and the restricted stock units distributed in full.
Zoetis Inc.
Report date May 20, 2026 · Filed May 21, 2026
Section 16 reporting ended · disclosed 2026-05-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,394 |
Ending reported balance
After 2026-05-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-20 · Exercise / conversion · Acquired 1,944 · Balance 18,208 F1: Acquisition of common stock upon vesting and settlement of restricted stock units (RSUs) in connection with Ms. Parent's retirement from the Zoetis Board of Directors. Row 2 · 2026-05-20 · Exercise / conversion · Acquired 10,186 · Balance 28,394 F2: Acquisition of common stock upon vesting and settlement of deferred stock units (DSUs) in connection with Ms. Parent's retirement from the Zoetis Board of Directors. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-20 · Exercise / conversion · Disposed 1,944.3611 · Balance 0 F3: Represents restricted stock units granted pursuant to the Zoetis Inc. Amended and Restated 2013 Equity and Incentive Plan, and dividend equivalent units automatically issued thereon (each an "RSU" and collectively, "RSUs"). F4: Each restricted stock unit represents a contingent right to receive one share of Zoetis Inc. common stock. F5: Each RSU vests and is settled in shares of Zoetis Inc. common stock on the first anniversary of the date of grant, February 18, 2026, subject to the reporting person's continued service through such vesting date and subject to earlier vesting and settlement upon certain specific events, including retirement from the Board of Directors. F6: Not applicable. |
| Deferred Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-20 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-20 · Exercise / conversion · Disposed 10,186.6735 · Balance 0 F7: Represents deferred stock units granted pursuant to the Zoetis Inc. 2013 Equity and Incentive Plan, and dividend equivalent units automatically issued thereon (each a "DSU" and collectively, "DSUs"). The DSUs were fully vested on the date of the grant and settled in shares of Zoetis Inc. common stock upon the reporting person's separation from service as a director at Zoetis. F8: Each DSU represents the right to receive one share of Zoetis Inc. common stock. F9: Each DSU is settled in shares of Zoetis Inc. common stock upon the reporting person's separation from service as a director of Zoetis Inc. F6: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquisition of common stock upon vesting and settlement of restricted stock units (RSUs) in connection with Ms. Parent's retirement from the Zoetis Board of Directors.
F2: Acquisition of common stock upon vesting and settlement of deferred stock units (DSUs) in connection with Ms. Parent's retirement from the Zoetis Board of Directors.
F3: Represents restricted stock units granted pursuant to the Zoetis Inc. Amended and Restated 2013 Equity and Incentive Plan, and dividend equivalent units automatically issued thereon (each an "RSU" and collectively, "RSUs").
F4: Each restricted stock unit represents a contingent right to receive one share of Zoetis Inc. common stock.
F5: Each RSU vests and is settled in shares of Zoetis Inc. common stock on the first anniversary of the date of grant, February 18, 2026, subject to the reporting person's continued service through such vesting date and subject to earlier vesting and settlement upon certain specific events, including retirement from the Board of Directors.
F6: Not applicable.
F7: Represents deferred stock units granted pursuant to the Zoetis Inc. 2013 Equity and Incentive Plan, and dividend equivalent units automatically issued thereon (each a "DSU" and collectively, "DSUs"). The DSUs were fully vested on the date of the grant and settled in shares of Zoetis Inc. common stock upon the reporting person's separation from service as a director at Zoetis.
F8: Each DSU represents the right to receive one share of Zoetis Inc. common stock.
F9: Each DSU is settled in shares of Zoetis Inc. common stock upon the reporting person's separation from service as a director of Zoetis Inc.
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 11, 2007 Filed May 15, 2007 21:29 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 10,800 | $62.60 | $676,080.00 |
DisclosureSEC source: 0001127602-07-001827 · form4.xml · nonDerivative · entry 6 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,500 Read SEC document |
| May 11, 2007 Filed May 15, 2007 21:29 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 3,700 | $62.59 | $231,583.00 |
DisclosureSEC source: 0001127602-07-001827 · form4.xml · nonDerivative · entry 5 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,300 Read SEC document |
| May 11, 2007 Filed May 15, 2007 21:29 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 1,300 | $62.58 | $81,354.00 |
DisclosureSEC source: 0001127602-07-001827 · form4.xml · nonDerivative · entry 4 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,000 Read SEC document |
| May 11, 2007 Filed May 15, 2007 21:29 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 8,700 | $62.57 | $544,359.00 |
DisclosureSEC source: 0001127602-07-001827 · form4.xml · nonDerivative · entry 3 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,300 Read SEC document |
| May 11, 2007 Filed May 15, 2007 21:29 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 2,300 | $62.56 | $143,888.00 |
DisclosureSEC source: 0001127602-07-001827 · form4.xml · nonDerivative · entry 2 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,000 Read SEC document |
| May 11, 2007 Filed May 15, 2007 21:29 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 5,000 | $62.53 | $312,650.00 |
DisclosureSEC source: 0001127602-07-001827 · form4.xml · nonDerivative · entry 1 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,300 Read SEC document |
| February 15, 2007 Filed Feb 16, 2007 22:28 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 131,433 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001127602-07-000676 · form4.xml · derivative · entry 4 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 131,433 shares Expires 2007-02-23 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 |
| February 15, 2007 Filed Feb 16, 2007 22:28 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 118,780 | $58.82 | $6,986,639.60 |
DisclosureSEC source: 0001127602-07-000676 · form4.xml · nonDerivative · entry 2 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,011 Read SEC document |
| February 15, 2007 Filed Feb 16, 2007 22:28 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 131,433 | $47.97 | $6,305,235.31 |
DisclosureSEC source: 0001127602-07-000676 · form4.xml · nonDerivative · entry 1 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 397,791 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, 2007 Filed Jan 30, 2007 22:18 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 389 | $57.75 | $22,464.75 |
DisclosureSEC source: 0001127602-07-000406 · form4.xml · nonDerivative · entry 2 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,358 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 |
| January 26, 2007 Filed Jan 30, 2007 22:18 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 502 | $57.75 | $28,990.50 |
DisclosureSEC source: 0001127602-07-000406 · form4.xml · nonDerivative · entry 1 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,747 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 |
| January 25, 2007 Filed Jan 29, 2007 21:14 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 130,000 | $0.00 Strike: $57.77 | $0.00 |
DisclosureSEC source: 0001127602-07-000369 · form4.xml · derivative · entry 1 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,000 Underlying: Common Stock · 130,000 shares Expires 2017-01-24 F1 · derivative.exercise_date: These options will become exercisable in four equal annual installments (25% on Jan. 25, 2008, 2009, 2010, and 2011, respectively) subject to award requirements including continuous employment. Read SEC document |
| January 23, 2007 Filed Jan 25, 2007 23:51 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 1,882 | $57.65 | $108,497.30 |
DisclosureSEC source: 0001127602-07-000304 · form4.xml · nonDerivative · entry 1 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,249 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 |
| January 23, 2007 Filed Feb 14, 2008 16:02 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | OtherPhantom Stock Units · Derivative | 38 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-001021 · form5.xml · derivative · entry 1 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 685 Underlying: Common Stock · 38 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock converts into common stock on a one-for-one basis. F2 · date: The reported phantom stock units were acquired under the Company's Supplemental Retirement Plan on 1/23/2007, 4/25/2007, and 7/25/2007, at prices of $57.54, $62.32, and $61.73 per share, respectively. F2 · kind: The reported phantom stock units were acquired under the Company's Supplemental Retirement Plan on 1/23/2007, 4/25/2007, and 7/25/2007, at prices of $57.54, $62.32, and $61.73 per share, respectively. F2 · price: The reported phantom stock units were acquired under the Company's Supplemental Retirement Plan on 1/23/2007, 4/25/2007, and 7/25/2007, at prices of $57.54, $62.32, and $61.73 per share, respectively. F3 · derivative.exercise_date: The units are to be settled following the reporting person's retirement or other termination of service. F3 · derivative.expiration_date: The units are to be settled following the reporting person's retirement or other termination of service. F4 · balance_after: Includes phantom stock units acquired pursuant to a dividend reinvestment feature of the Company's Supplemental Retirement Plan. Read SEC document |
| December 14, 2006 Filed Dec 19, 2006 16:36 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GiftCommon Stock | 820 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-06-002946 · form4.xml · nonDerivative · entry 3 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,131 F1 · balance_after: Includes shares acquired pursuant to a dividend reinvestment feature of the Company's Shareholder Stock Purchase Plan and a broker-administered dividend reinvestment plan. Read SEC document |
| December 14, 2006 Filed Dec 19, 2006 16:36 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GiftCommon Stock | 164 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-06-002946 · form4.xml · nonDerivative · entry 2 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,951 Read SEC document |
| December 14, 2006 Filed Dec 19, 2006 16:36 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GiftCommon Stock | 410 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-06-002946 · form4.xml · nonDerivative · entry 1 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270,115 Read SEC document |
| April 27, 2006 Filed May 1, 2006 21:31 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 188,496 | $0.00 Strike: $38.22 | $0.00 |
DisclosureSEC source: 0001127602-06-001043 · form4.xml · derivative · entry 22 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 188,496 shares Expires 2010-02-28 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. F1 · derivative.exercise_date: These options vested in three equal annual installments beginning on the date shown as "Date Exercisable." Read SEC document |
| April 27, 2006 Filed May 1, 2006 21:31 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 188,496 | $0.00 Strike: $30.89 | $0.00 |
DisclosureSEC source: 0001127602-06-001043 · form4.xml · derivative · entry 21 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 188,496 shares Expires 2009-02-22 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: These options vested in three equal annual installments beginning on the date shown as "Date Exercisable." Read SEC document |
| April 27, 2006 Filed May 1, 2006 21:31 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 1,900 | $52.83 | $100,377.00 |
DisclosureSEC source: 0001127602-06-001043 · form4.xml · nonDerivative · entry 19 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,852.2615 Read SEC document |
| April 27, 2006 Filed May 1, 2006 21:31 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 23,989 | $52.82 | $1,267,098.98 |
DisclosureSEC source: 0001127602-06-001043 · form4.xml · nonDerivative · entry 18 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,752.2615 Read SEC document |
| April 27, 2006 Filed May 1, 2006 21:31 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 3,900 | $52.81 | $205,959.00 |
DisclosureSEC source: 0001127602-06-001043 · form4.xml · nonDerivative · entry 17 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293,741.2615 Read SEC document |
| April 27, 2006 Filed May 1, 2006 21:31 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 34,800 | $52.80 | $1,837,440.00 |
DisclosureSEC source: 0001127602-06-001043 · form4.xml · nonDerivative · entry 16 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,641.2615 Read SEC document |
| April 27, 2006 Filed May 1, 2006 21:31 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 1,100 | $52.79 | $58,069.00 |
DisclosureSEC source: 0001127602-06-001043 · form4.xml · nonDerivative · entry 15 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 332,441.2615 Read SEC document |
| April 27, 2006 Filed May 1, 2006 21:31 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 800 | $52.78 | $42,224.00 |
DisclosureSEC source: 0001127602-06-001043 · form4.xml · nonDerivative · entry 14 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333,541.2615 Read SEC document |
| April 27, 2006 Filed May 1, 2006 21:31 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 17,500 | $52.77 | $923,475.00 |
DisclosureSEC source: 0001127602-06-001043 · form4.xml · nonDerivative · entry 13 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 334,341.2615 Read SEC document |
| April 27, 2006 Filed May 1, 2006 21:31 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 500 | $52.75 | $26,375.00 |
DisclosureSEC source: 0001127602-06-001043 · form4.xml · nonDerivative · entry 12 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 351,841.2615 Read SEC document |
| April 27, 2006 Filed May 1, 2006 21:31 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 22,900 | $52.74 | $1,207,746.00 |
DisclosureSEC source: 0001127602-06-001043 · form4.xml · nonDerivative · entry 11 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,341.2615 Read SEC document |
| April 27, 2006 Filed May 1, 2006 21:31 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 41,400 | $52.73 | $2,183,022.00 |
DisclosureSEC source: 0001127602-06-001043 · form4.xml · nonDerivative · entry 10 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 375,241.2615 Read SEC document |
| April 27, 2006 Filed May 1, 2006 21:31 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 25,200 | $52.72 | $1,328,544.00 |
DisclosureSEC source: 0001127602-06-001043 · form4.xml · nonDerivative · entry 9 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 416,641.2615 Read SEC document |
| April 27, 2006 Filed May 1, 2006 21:31 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 67,300 | $52.71 | $3,547,383.00 |
DisclosureSEC source: 0001127602-06-001043 · form4.xml · nonDerivative · entry 8 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 441,841.2615 Read SEC document |
| April 27, 2006 Filed May 1, 2006 21:31 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 27,500 | $52.70 | $1,449,250.00 |
DisclosureSEC source: 0001127602-06-001043 · form4.xml · nonDerivative · entry 7 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 509,141.2615 Read SEC document |
| April 27, 2006 Filed May 1, 2006 21:31 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 71,800 | $52.69 | $3,783,142.00 |
DisclosureSEC source: 0001127602-06-001043 · form4.xml · nonDerivative · entry 6 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 536,641.2615 Read SEC document |
| April 27, 2006 Filed May 1, 2006 21:31 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 38,900 | $52.68 | $2,049,252.00 |
DisclosureSEC source: 0001127602-06-001043 · form4.xml · nonDerivative · entry 5 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 608,441.2615 Read SEC document |
| April 27, 2006 Filed May 1, 2006 21:31 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 19,100 | $52.66 | $1,005,806.00 |
DisclosureSEC source: 0001127602-06-001043 · form4.xml · nonDerivative · entry 4 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 647,341.2615 Read SEC document |
| April 27, 2006 Filed May 1, 2006 21:31 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 19,400 | $52.65 | $1,021,410.00 |
DisclosureSEC source: 0001127602-06-001043 · form4.xml · nonDerivative · entry 3 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 666,441.2615 Read SEC document |
| April 27, 2006 Filed May 1, 2006 21:31 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 188,496 | $38.22 | $7,205,071.10 |
DisclosureSEC source: 0001127602-06-001043 · form4.xml · nonDerivative · entry 2 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 685,841.2615 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 |
| April 27, 2006 Filed May 1, 2006 21:31 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 188,496 | $30.89 | $5,823,018.43 |
DisclosureSEC source: 0001127602-06-001043 · form4.xml · nonDerivative · entry 1 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 497,345.2615 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, 2006 Filed Jan 30, 2006 23:00 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 453 | $53.28 | $24,133.58 |
DisclosureSEC source: 0001127602-06-000181 · form4.xml · nonDerivative · entry 2 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308,777 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 |
| January 26, 2006 Filed Jan 30, 2006 23:00 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 507 | $53.22 | $26,980.01 |
DisclosureSEC source: 0001127602-06-000181 · form4.xml · nonDerivative · entry 1 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,230 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 |
| January 26, 2006 Filed Feb 13, 2007 23:56 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | OtherPhantom Stock Units · Derivative | 47 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-07-000596 · form5.xml · derivative · entry 1 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 638 Underlying: Common Stock · 47 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock converts into common stock on a one-for-one basis. F2 · date: The reported phantom stock units were acquired under the Company's Supplemental Retirement Plan on 1/26/2006, 4/21/2006, 7/20/2006, and 10/27/2006, at prices ranging from $51.79 to $58.86 per share. F2 · kind: The reported phantom stock units were acquired under the Company's Supplemental Retirement Plan on 1/26/2006, 4/21/2006, 7/20/2006, and 10/27/2006, at prices ranging from $51.79 to $58.86 per share. F2 · price: The reported phantom stock units were acquired under the Company's Supplemental Retirement Plan on 1/26/2006, 4/21/2006, 7/20/2006, and 10/27/2006, at prices ranging from $51.79 to $58.86 per share. F3 · derivative.exercise_date: The units are to be settled following the reporting person's retirement or other termination of service. F3 · derivative.expiration_date: The units are to be settled following the reporting person's retirement or other termination of service. F4 · balance_after: Includes phantom stock units acquired pursuant to a dividend reinvestment feature of the Company's Supplemental Retirement Plan. Read SEC document |
| January 23, 2006 Filed Jan 25, 2006 21:52 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 130,000 | $0.00 Strike: $51.87 | $0.00 |
DisclosureSEC source: 0001127602-06-000153 · form4.xml · derivative · entry 3 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,000 Underlying: Common Stock · 130,000 shares Expires 2016-01-23 F3 · derivative.exercise_date: These options will become exercisable in four equal annual installments (25% on Jan. 23, 2007, 2008, 2009, and 2010, respectively) subject to award requirements including continuous employment. Read SEC document |
| January 23, 2006 Filed Jan 25, 2006 21:52 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 9,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-06-000153 · form4.xml · nonDerivative · entry 1 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,737 F1 · kind: Restricted Stock Award will vest in two equal annual installments (50% on Jan. 23, 2007 and 2008, respectively) subject to the Company's achievement of certain financial performance requirements during the vesting period and other award requirements including continuous employment. Read SEC document |
| November 26, 2005 Filed Nov 29, 2005 23:07 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 40,505 | $52.66 | $2,132,993.30 |
DisclosureSEC source: 0001127602-05-002143 · form4.xml · nonDerivative · entry 1 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,097 F1 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of a restricted stock award. F2 · balance_after: This amount reflects anti-dilution adjustments to the reporting person's outstanding Restricted Stock Awards as a result of the issuer's spin-off of Ameriprise Financial, Inc. on September 30, 2005. Read SEC document |
| August 12, 2005 Filed Aug 15, 2005 20:24 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GiftCommon Shares | 180 | $0.00 | $0.00 |
DisclosureSEC source: 0000004962-05-000190 · doc4.xml · nonDerivative · entry 9 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328,769 Read SEC document |
| August 11, 2005 Filed Aug 15, 2005 20:24 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 165,000 | $0.00 Strike: $29.30 | $0.00 |
DisclosureSEC source: 0000004962-05-000190 · doc4.xml · derivative · entry 11 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 165,000 shares Expires 2008-02-22 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: These options vested in three equal annual installments beginning on the date shown as "Date Exercisable." Read SEC document |
| August 11, 2005 Filed Aug 15, 2005 20:24 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Shares | 53,100 | $56.80 | $3,016,080.00 |
DisclosureSEC source: 0000004962-05-000190 · doc4.xml · nonDerivative · entry 8 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328,949 Read SEC document |
| August 11, 2005 Filed Aug 15, 2005 20:24 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Shares | 11,300 | $56.84 | $642,292.00 |
DisclosureSEC source: 0000004962-05-000190 · doc4.xml · nonDerivative · entry 7 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 382,049 Read SEC document |
| August 11, 2005 Filed Aug 15, 2005 20:24 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Shares | 19,400 | $56.82 | $1,102,308.00 |
DisclosureSEC source: 0000004962-05-000190 · doc4.xml · nonDerivative · entry 6 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 393,349 Read SEC document |
| August 11, 2005 Filed Aug 15, 2005 20:24 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Shares | 31,200 | $56.85 | $1,773,720.00 |
DisclosureSEC source: 0000004962-05-000190 · doc4.xml · nonDerivative · entry 5 PARENT LOUISE M · CIK 0001209456 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 412,749 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.