Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALKAMI TECHNOLOGY, INC.ALKT · Entity 1625 | Director | October 05, 2026 | October 07, 2026 |
| AMERICAN EXPRESS COAXP · Entity 2839 | CEO, U.S. Consumer Division | April 29, 2010 | April 30, 2010 |
| Marqeta, Inc.MQ · Entity 806 | Director | June 30, 2026 | July 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.
ALKAMI TECHNOLOGY, INC.
Report date October 05, 2026 · Filed October 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,200 |
Reported balance
After 2026-10-05 transaction · row 1
1 source rowRow 1 · 2026-10-05 · Grant · Acquired 420 · Balance 21,200 F1: The reporting person elected to defer receipt of these shares under the terms of the 2021 Incentive Award Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person elected to defer receipt of these shares under the terms of the 2021 Incentive Award Plan.
AMERICAN EXPRESS CO
Report date April 29, 2010 · Filed April 30, 2010
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 70,966 |
Ending reported balance
After 2010-04-29 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2010-04-29 · Exercise / conversion · Acquired 68,544 · Balance 123,518 Row 2 · 2010-04-29 · Exercise / conversion · Acquired 50,867 · Balance 174,385 Row 3 · 2010-04-29 · Sale · Disposed 103,419 · Balance 70,966 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.58 to $47.70. The reporting person undertakes to provide to American Express Company, any security holder of American Express Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this range. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $29.24 · Expires 2013-01-26 | Direct | 0 |
Reported balance
After 2010-04-29 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2010-04-29 · Exercise / conversion · Disposed 68,544 · Balance 0 F2: These shares become exercisable in four annual installments beginning on date shown as "Date Exercisable." |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.71 · Expires 2019-01-28 | Direct | 152,603 |
Reported balance
After 2010-04-29 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2010-04-29 · Exercise / conversion · Disposed 50,867 · Balance 152,603 |
| Common StockSEC Table I · non-derivative | Indirectby spouse as custodian for children | 2,811 |
Reported balance
Holding disclosure · report date 2010-04-29 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,811 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.58 to $47.70. The reporting person undertakes to provide to American Express Company, any security holder of American Express Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this range.
F2: These shares become exercisable in four annual installments beginning on date shown as "Date Exercisable."
Marqeta, Inc.
Report date June 30, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 26,055 |
Reported balance
Holding disclosure · report date 2026-06-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 26,055 F1: The number of shares beneficially owned reflects the 1-for-4 reverse stock split effected June 30, 2026 (the "Reverse Stock Split"). Cash was paid in lieu of any fractional shares resulting from the Reverse Stock Split. F2: Held jointly with spouse. |
| Class A Common StockSEC Table I · non-derivative | Direct | 41,257 |
Reported balance
Holding disclosure · report date 2026-06-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 41,257 F1: The number of shares beneficially owned reflects the 1-for-4 reverse stock split effected June 30, 2026 (the "Reverse Stock Split"). Cash was paid in lieu of any fractional shares resulting from the Reverse Stock Split. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 16,318 |
Reported balance
Holding disclosure · report date 2026-06-30 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 16,318 F3: Each restricted stock unit is convertible into one share of Class A Common Stock. F4: This RSU grant, originally granted June 10, 2026 for 16,318 RSUs (post Reverse Stock Split), will vest in full on the earlier of (i) June 10, 2027 or (ii) the Issuer's next annual meeting of stockholders; provided, however, that all vesting will cease if the Reporting Person ceases to provide services to the Issuer, unless the Issuer's Board of Directors determines otherwise prior to the cessation of such services. F5: The number of shares subject to RSUs reflects the Reverse Stock Split. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.00 · Expires 2030-05-13 | Direct | 125,000 |
Reported balance
Holding disclosure · report date 2026-06-30 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 125,000 F6: The per share exercise price and number of shares subject to the option reflect the Reverse Stock Split. F7: All of the shares subject to this option are fully vested and exercisable as of the date hereof. F8: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $85.96 · Expires 2031-04-06 | Direct | 25,000 |
Reported balance
Holding disclosure · report date 2026-06-30 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 25,000 F6: The per share exercise price and number of shares subject to the option reflect the Reverse Stock Split. F7: All of the shares subject to this option are fully vested and exercisable as of the date hereof. F8: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation. |
Filing footnotes · ownership attribution and instrument terms
F1: The number of shares beneficially owned reflects the 1-for-4 reverse stock split effected June 30, 2026 (the "Reverse Stock Split"). Cash was paid in lieu of any fractional shares resulting from the Reverse Stock Split.
F2: Held jointly with spouse.
F3: Each restricted stock unit is convertible into one share of Class A Common Stock.
F4: This RSU grant, originally granted June 10, 2026 for 16,318 RSUs (post Reverse Stock Split), will vest in full on the earlier of (i) June 10, 2027 or (ii) the Issuer's next annual meeting of stockholders; provided, however, that all vesting will cease if the Reporting Person ceases to provide services to the Issuer, unless the Issuer's Board of Directors determines otherwise prior to the cessation of such services.
F5: The number of shares subject to RSUs reflects the Reverse Stock Split.
F6: The per share exercise price and number of shares subject to the option reflect the Reverse Stock Split.
F7: All of the shares subject to this option are fully vested and exercisable as of the date hereof.
F8: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and upon the occurrence of other events set forth in the Issuer's Certificate of Incorporation.
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 |
|---|---|---|---|---|---|---|
| August 10, 2007 Filed Aug 13, 2007 19:11 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 700 | $59.23 | $41,461.00 |
DisclosureSEC source: 0001127602-07-003297 · form4.xml · nonDerivative · entry 2 Linville Judson C · CIK 0001405459 · CEO, U.S. Consumer Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,773 Read SEC document |
| August 10, 2007 Filed Aug 13, 2007 19:11 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 1,300 | $59.22 | $76,986.00 |
DisclosureSEC source: 0001127602-07-003297 · form4.xml · nonDerivative · entry 1 Linville Judson C · CIK 0001405459 · CEO, U.S. Consumer Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,473 Read SEC document |
| July 31, 2007 Filed Aug 2, 2007 17:31 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 30,000 | $0.00 Strike: $58.54 | $0.00 |
DisclosureSEC source: 0001127602-07-003181 · form4.xml · derivative · entry 1 Linville Judson C · CIK 0001405459 · CEO, U.S. Consumer Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires 2017-07-31 F1 · derivative.exercise_date: These options will vest in four equal annual installments beginning on the date shown as "Date Exercisable" subject to award requirements including continuous employment. Read SEC document |
| July 25, 2007 Filed Feb 14, 2008 01:06 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | OtherPhantom Stock Units · Derivative | 23 | $61.73 | $1,419.79 |
DisclosureSEC source: 0001127602-08-001015 · form5.xml · derivative · entry 1 Linville Judson C · CIK 0001405459 · CEO, U.S. Consumer Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,677 Underlying: Common Stock · 23 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock converts into common stock on a one-for-one basis. F2 · kind: The reported phantom stock units were acquired under the Company's Supplemental Retirement Plan. F3 · derivative.exercise_date: The units are to be settled upon the reporting person's retirement or other termination of service. F3 · derivative.expiration_date: The units are to be settled upon 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 |
| July 25, 2007 Filed Feb 14, 2008 18:38 UTC Amendment | AMERICAN EXPRESS CO AXP · Entity 2839 | OtherPhantom Stock Units · Derivative | 23 | $61.73 | $1,419.79 |
DisclosureSEC source: 0001127602-08-001036 · form5a.xml · derivative · entry 4 Linville Judson C · CIK 0001405459 · CEO, U.S. Consumer Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,677 Underlying: Common Stock · 23 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock converts into common stock on a one-for-one basis. F2 · kind: The reported phantom stock units were acquired under the Company's Supplemental Retirement Plan. F3 · derivative.exercise_date: The units are to be settled upon the reporting person's retirement or other termination of service. F3 · derivative.expiration_date: The units are to be settled upon 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.