Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN EXPRESS COAXP · Entity 2839 | Senior Vice President | January 29, 2011 | February 01, 2011 |
| Booz Allen Hamilton Holding CorpBAH · Entity 3574 | Director | August 04, 2025 | August 06, 2025 |
| BuzzFeed, Inc.BZFD · Entity 6808 | Director | May 15, 2023 | May 17, 2023 |
| SIRIUS XM HOLDINGS INC.(SIRI) · Entity 3564 | Director | May 28, 2021 | June 01, 2021 |
| Spire Global, Inc.SPIR · Entity 5484 | Director | May 28, 2026 | June 02, 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 January 29, 2011 · Filed February 01, 2011
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 107,013.7466 |
Reported balance
After 2011-01-29 transaction · row 1
1 source rowRow 1 · 2011-01-29 · Tax withholding · Disposed 2,808 · Balance 107,013.7466 F1: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Restricted Stock Units. |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) Trust | 70 |
Reported balance
Holding disclosure · report date 2011-01-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 70 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 surrender of shares to satisfy tax obligations arising from the vesting of Restricted Stock Units.
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.
Booz Allen Hamilton Holding Corp
Report date August 04, 2025 · Filed August 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 59,957 |
Reported balance
After 2025-08-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-08-04 · Grant · Acquired 3,097 · Balance 59,957 F1: Consists of shares of Class A restricted common stock. F2: Includes shares of Class A restricted common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of shares of Class A restricted common stock.
F2: Includes shares of Class A restricted common stock.
BuzzFeed, Inc.
Report date May 15, 2023 · Filed May 17, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 82,982 |
Reported balance
After 2023-05-15 transaction · row 1
1 source rowRow 1 · 2023-05-15 · Exercise / conversion · Acquired 1,690 · Balance 82,982 F1: These shares of Class A common stock reflect the vesting of restricted stock units ("RSUs") on May 15, 2023. Each RSU is convertible into a share of Issuer's Class A common stock on a 1-for-1 basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 15,205 |
Reported balance
After 2023-05-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-05-15 · Exercise / conversion · Disposed 1,690 · Balance 15,205 F2: Each RSU represents a contingent right to receive one share of the Issuer's Class A common stock, subject to the Reporting Person's continued status as a service provider to the Issuer. F3: 1/16 of the award vested on May 15, 2023. The remaining 15,205 RSUs vests ratably as to 1/16 of the total award on the 15th of each August, November, February, and May thereafter. F4: These RSUs do not expire; they either vest or are cancelled prior to the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares of Class A common stock reflect the vesting of restricted stock units ("RSUs") on May 15, 2023. Each RSU is convertible into a share of Issuer's Class A common stock on a 1-for-1 basis.
F2: Each RSU represents a contingent right to receive one share of the Issuer's Class A common stock, subject to the Reporting Person's continued status as a service provider to the Issuer.
F3: 1/16 of the award vested on May 15, 2023. The remaining 15,205 RSUs vests ratably as to 1/16 of the total award on the 15th of each August, November, February, and May thereafter.
F4: These RSUs do not expire; they either vest or are cancelled prior to the vesting date.
SIRIUS XM HOLDINGS INC.
Report date May 28, 2021 · Filed June 01, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 523,594 |
Reported balance
After 2021-05-28 transaction · row 1
1 source rowRow 1 · 2021-05-28 · Grant · Acquired 71 · Balance 523,594 F1: On May 28, 2021, Sirius XM Holdings Inc. ("Sirius XM") paid a cash dividend of $0.014641 per share on each share of its outstanding common stock. The dividend was payable to all holders of Sirius XM's common stock on the record date, May 7, 2021. Pursuant to the terms of the agreement governing the outstanding restricted stock units held by the filer, the filer received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. |
Filing footnotes · ownership attribution and instrument terms
F1: On May 28, 2021, Sirius XM Holdings Inc. ("Sirius XM") paid a cash dividend of $0.014641 per share on each share of its outstanding common stock. The dividend was payable to all holders of Sirius XM's common stock on the record date, May 7, 2021. Pursuant to the terms of the agreement governing the outstanding restricted stock units held by the filer, the filer received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate.
Spire Global, Inc.
Report date May 28, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 95,592 |
Reported balance
After 2026-05-28 transaction · row 1
1 source rowRow 1 · 2026-05-28 · Grant · Acquired 7,261 · Balance 95,592 F1: The reported securities represent restricted stock units, which will vest in full on the earlier of (i) the one-year anniversary of the grant date, or (ii) the date of the first annual meeting of stockholders following the grant date, subject to the Reporting Person's continued service through such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities represent restricted stock units, which will vest in full on the earlier of (i) the one-year anniversary of the grant date, or (ii) the date of the first annual meeting of stockholders following the grant date, subject to the Reporting Person's continued service through such vesting date.
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, 2010 Filed Jan 29, 2010 00:38 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 14,436 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-10-002469 · form4.xml · nonDerivative · entry 1 AMBLE JOAN LORDI · CIK 0001274252 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,951.7466 F1 · price: The reported acquisition represents the grant of Restricted Stock Units under the Company's Long Term Incentive Plan. Read SEC document |
| December 22, 2009 Filed Dec 24, 2009 18:20 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 3,854 | $41.07 | $158,283.78 |
DisclosureSEC source: 0001127602-09-026110 · form4.xml · nonDerivative · entry 1 AMBLE JOAN LORDI · CIK 0001274252 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,515.7466 F1 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of restricted stock awards. Read SEC document |
| January 29, 2009 Filed Feb 2, 2009 22:29 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 31,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-09-002275 · form4.xml · nonDerivative · entry 1 AMBLE JOAN LORDI · CIK 0001274252 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,282 F1 · price: Restricted Stock Award will vest in four equal annual installments on the first, second, third, and fourth anniversary of grant date subject to award requirements including continuous employment. Read SEC document |
| December 22, 2008 Filed Dec 24, 2008 18:00 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 9,007 | $18.82 | $169,466.71 |
DisclosureSEC source: 0001127602-08-011789 · form4.xml · nonDerivative · entry 1 AMBLE JOAN LORDI · CIK 0001274252 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,282 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 31, 2008 Filed Feb 4, 2008 21:32 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 54,000 | $0.00 Strike: $49.13 | $0.00 |
DisclosureSEC source: 0001127602-08-000619 · form4.xml · derivative · entry 1 AMBLE JOAN LORDI · CIK 0001274252 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,000 Underlying: Common Stock · 54,000 shares Expires 2018-01-30 F1 · derivative.exercise_date: These shares become exercisable in four cumulative annual installments of 25% each beginning on date shown as "Date Exercisable." Read SEC document |
| December 22, 2007 Filed Dec 26, 2007 18:49 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 9,007 | $51.85 | $466,967.92 |
DisclosureSEC source: 0001127602-07-005048 · form4.xml · nonDerivative · entry 1 AMBLE JOAN LORDI · CIK 0001274252 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,289 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 21:20 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 54,000 | $0.00 Strike: $57.77 | $0.00 |
DisclosureSEC source: 0001127602-07-000375 · form4.xml · derivative · entry 1 AMBLE JOAN LORDI · CIK 0001274252 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,000 Underlying: Common Stock · 54,000 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 Feb 13, 2008 23:19 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | OtherPhantom Stock Units · Derivative | 22 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-000999 · form5.xml · derivative · entry 1 AMBLE JOAN LORDI · CIK 0001274252 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115 Underlying: Common Stock · 22 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 22, 2006 Filed Dec 27, 2006 19:51 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 9,007 | $60.83 | $547,850.78 |
DisclosureSEC source: 0001127602-06-002965 · form4.xml · nonDerivative · entry 1 AMBLE JOAN LORDI · CIK 0001274252 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,296 F1 · kind: Shares surrendered to satisfy tax liability upon vesting of Restricted Stock Award. Read SEC document |
| January 26, 2006 Filed Feb 13, 2007 22:03 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | OtherPhantom Stock Units · Derivative | 45 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-07-000580 · form5.xml · derivative · entry 1 AMBLE JOAN LORDI · CIK 0001274252 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92 Underlying: Common Stock · 45 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 20:39 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 55,000 | $0.00 Strike: $51.87 | $0.00 |
DisclosureSEC source: 0001127602-06-000139 · form4.xml · derivative · entry 1 AMBLE JOAN LORDI · CIK 0001274252 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,000 Underlying: Common Stock · 55,000 shares Expires 2016-01-23 F1 · 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 |
| March 07, 2005 Filed Mar 9, 2005 14:53 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee stock option (right to buy) · Derivative | 15,000 | $0.00 Strike: $54.98 | $0.00 |
DisclosureSEC source: 0000004962-05-000085 · doc4.xml · derivative · entry 1 AMBLE JOAN LORDI · CIK 0001274252 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Shares · 15,000 shares Expires 2015-03-07 F1 · derivative.exercise_date: These options will vest in four equal annual installments beginning on the date shown as "Date Exercisable" subject to continuous employment. Read SEC document |
| January 27, 2005 Filed Feb 14, 2006 20:24 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | OtherPhantom Stock Units · Derivative | 46 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-06-000286 · form5.xml · derivative · entry 1 AMBLE JOAN LORDI · CIK 0001274252 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46 Underlying: Common Stock · 46 shares Expires not disclosed F1 · security: The phantom stock converts into common stock on a one-for-one basis. F1 · derivative.exercise_price: The phantom stock converts into common stock on a one-for-one basis. F3 · date: The reported phantom stock units were acquired under the Company's Supplemental Retirement Plan on 1/27/2005, 4/22/2005, 7/28/2005, and 10/11/2005, at prices ranging from $49.18 to $55.47 per share. F3 · kind: The reported phantom stock units were acquired under the Company's Supplemental Retirement Plan on 1/27/2005, 4/22/2005, 7/28/2005, and 10/11/2005, at prices ranging from $49.18 to $55.47 per share. F3 · price: The reported phantom stock units were acquired under the Company's Supplemental Retirement Plan on 1/27/2005, 4/22/2005, 7/28/2005, and 10/11/2005, at prices ranging from $49.18 to $55.47 per share. F2 · derivative.exercise_date: The units are to be settled following the reporting person's retirement or other termination of service. F2 · derivative.expiration_date: The units are to be settled following the reporting person's retirement or other termination of service. Read SEC document |
| January 24, 2005 Filed Jan 26, 2005 23:08 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee stock options (right to buy) · Derivative | 30,000 | $0.00 Strike: $52.29 | $0.00 |
DisclosureSEC source: 0000004962-05-000028 · doc4.xml · derivative · entry 1 AMBLE JOAN LORDI · CIK 0001274252 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Shares · 30,000 shares Expires 2015-01-24 F1 · derivative.exercise_date: These options will vest in four equal annual installments beginning on the date shown as "Date Exercisable" subject to continuous employment. Read SEC document |
| December 22, 2004 Filed Dec 27, 2004 20:42 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Shares | 1,733 | $56.67 | $98,209.11 |
DisclosureSEC source: 0000004962-04-000248 · doc4.xml · nonDerivative · entry 1 AMBLE JOAN LORDI · CIK 0001274252 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,267 F1 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of a restricted s tock award. Read SEC document |
| January 26, 2004 Filed Jan 28, 2004 13:23 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee stock option (right to buy) · Derivative | 31,000 | $0.00 Strike: $50.24 | $0.00 |
DisclosureSEC source: 0000004962-04-000018 · doc4.xml · derivative · entry 2 AMBLE JOAN LORDI · CIK 0001274252 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,000 Underlying: Common Shares · 31,000 shares Expires 2014-01-26 F1 · derivative.exercise_date: These options will vest in four equal annual installments beginning on the date shown as "Date Exercisable." Read SEC document |
| December 22, 2003 Filed Dec 23, 2003 21:34 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee stock option (right to buy) · Derivative | 95,000 | $0.00 Strike: $47.31 | $0.00 |
DisclosureSEC source: 0000004962-03-000236 · doc4.xml · derivative · entry 2 AMBLE JOAN LORDI · CIK 0001274252 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,000 Underlying: Common Shares · 95,000 shares Expires 2013-12-22 F2 · derivative.exercise_date: These options will vest in four equal annual installments beginning on the date shown as "Date Exercisable." Read SEC document |
| December 22, 2003 Filed Dec 23, 2003 21:34 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Shares | 92,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000004962-03-000236 · doc4.xml · nonDerivative · entry 1 AMBLE JOAN LORDI · CIK 0001274252 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,000 F1 · balance_after: These shares represent a restricted stock award which will vest in 7 installments over 10 years subject to continuous employment. 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.