Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN EXPRESS COAXP · Entity 2839 | Group Pres., GMNS | February 05, 2026 | February 06, 2026 |
| DOCUSIGN, INC.DOCU · Entity 2242 | Director | September 14, 2026 | September 15, 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 February 05, 2026 · Filed February 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,393.52 |
Ending reported balance
After 2026-02-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-05 · Exercise / conversion · Acquired 14,992 · Balance 47,818.52 Row 2 · 2026-02-05 · Sale · Disposed 27,425 · Balance 20,393.52 F1: The price reported in Column 4 is a weighted average price, rounded to the nearest cent. These shares were sold in multiple transactions at prices ranging from $350 to $350.10. 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 $173.61 · Expires 2033-02-01 | Direct | 0 |
Reported balance
After 2026-02-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-05 · Exercise / conversion · Disposed 14,992 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price, rounded to the nearest cent. These shares were sold in multiple transactions at prices ranging from $350 to $350.10. 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.
DOCUSIGN, INC.
Report date September 14, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,525 |
Reported balance
After 2026-09-14 transaction · row 1
1 source rowRow 1 · 2026-09-14 · Sale · Disposed 548 · Balance 13,525 F1: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person.
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 |
|---|---|---|---|---|---|---|
| March 04, 2025 Filed Mar 6, 2025 22:39 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 697 | $285.51 | $199,000.47 |
DisclosureSEC source: 0001127602-25-008592 · form4.xml · nonDerivative · entry 3 Marrs Anna · CIK 0001753557 · Group Pres., GMNS 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 43,341.534 F1 · shares: The transactions reported on this Form 4 were effected pursuant to a 10b5-1 Trading Plan adopted by the reporting person on December 3, 2024. F4 · price: The price reported in Column 4 is a weighted average price, rounded to the nearest cent. These shares were sold in multiple transactions at prices ranging from $285.30 to $285.60. 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. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 22:39 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 3,677 | $285.00 | $1,047,945.00 |
DisclosureSEC source: 0001127602-25-008592 · form4.xml · nonDerivative · entry 2 Marrs Anna · CIK 0001753557 · Group Pres., GMNS 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 44,038.534 F1 · shares: The transactions reported on this Form 4 were effected pursuant to a 10b5-1 Trading Plan adopted by the reporting person on December 3, 2024. F3 · price: The price reported in Column 4 is a weighted average price, rounded to the nearest cent. These shares were sold in multiple transactions at prices ranging from $284.51 to $285.29. 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. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 22:39 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 16,274 | $177.06 | $2,881,474.44 |
DisclosureSEC source: 0001127602-25-008592 · form4.xml · nonDerivative · entry 1 Marrs Anna · CIK 0001753557 · Group Pres., GMNS 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 47,715.534 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 · shares: The transactions reported on this Form 4 were effected pursuant to a 10b5-1 Trading Plan adopted by the reporting person on December 3, 2024. F2 · balance_after: Includes shares acquired pursuant to dividend reinvestment. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 23:55 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 1,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000013 · wk-form4_1741132529.xml · derivative · entry 3 Marrs Anna · CIK 0001753557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,069 Underlying: Common Stock · 1,068 shares Expires not disclosed 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_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs have a vest commencement date of May 29, 2024 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date. F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 23:55 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 1,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-25-000013 · wk-form4_1741132529.xml · nonDerivative · entry 1 Marrs Anna · CIK 0001753557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,554 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 28, 2025 Filed Jan 30, 2025 21:33 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 16,274 | $0.00 Strike: $177.06 | $0.00 |
DisclosureSEC source: 0001127602-25-002441 · form4.xml · derivative · entry 3 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,274 Underlying: Common Stock · 16,274 shares Expires 2032-01-28 F4 · kind: Represents shares acquired pursuant to vesting of Performance Stock Option that were granted to the reporting person in January 2022 and have vested based upon the satisfaction of performance criteria specified for the award at time of grant. Read SEC document |
| January 28, 2025 Filed Jan 30, 2025 21:33 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 13,035 | $316.42 | $4,124,534.70 |
DisclosureSEC source: 0001127602-25-002441 · form4.xml · nonDerivative · entry 2 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,409.788 F3 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Restricted Stock Units. Read SEC document |
| January 28, 2025 Filed Jan 30, 2025 21:33 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 24,398 | $316.42 | $7,720,015.16 |
DisclosureSEC source: 0001127602-25-002441 · form4.xml · nonDerivative · entry 1 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,444.788 F1 · kind: Represents shares acquired pursuant to vesting of Performance Restricted Stock Unit (RSU) that were granted to the reporting person in January 2022 and have vested based upon the satisfaction of performance criteria specified for the award at time of grant. F2 · balance_after: Includes shares acquired pursuant to dividend reinvestment. Read SEC document |
| December 04, 2024 Filed Dec 4, 2024 22:41 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 725 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000145 · wk-form4_1733352091.xml · derivative · entry 2 Marrs Anna · CIK 0001753557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,350 Underlying: Common Stock · 725 shares Expires not disclosed 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_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs will vest in twelve equal quarterly installments over three years, with a vesting commencement date of June 4, 2023, in each case subject to the Reporting Person being a service provider through each such date. F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 04, 2024 Filed Dec 4, 2024 22:41 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 725 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000145 · wk-form4_1733352091.xml · nonDerivative · entry 1 Marrs Anna · CIK 0001753557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,486 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 |
| November 29, 2024 Filed Dec 4, 2024 00:05 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 1,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000142 · wk-form4_1733270742.xml · derivative · entry 2 Marrs Anna · CIK 0001753557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,137 Underlying: Common Stock · 1,068 shares Expires not disclosed 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_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs have a vest commencement date of May 29, 2024 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date. F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| November 29, 2024 Filed Dec 4, 2024 00:05 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 1,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000142 · wk-form4_1733270742.xml · nonDerivative · entry 1 Marrs Anna · CIK 0001753557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,761 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 |
| September 04, 2024 Filed Sep 6, 2024 22:01 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 725 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000123 · wk-form4_1725660108.xml · derivative · entry 2 Marrs Anna · CIK 0001753557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,075 Underlying: Common Stock · 725 shares Expires not disclosed 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_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs will vest in twelve equal quarterly installments over three years, with a vesting commencement date of June 4, 2023, in each case subject to the Reporting Person being a service provider through each such date. F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| September 04, 2024 Filed Sep 6, 2024 22:01 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 725 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000123 · wk-form4_1725660108.xml · nonDerivative · entry 1 Marrs Anna · CIK 0001753557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,693 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 |
| August 29, 2024 Filed Aug 29, 2024 21:11 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 1,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000108 · wk-form4_1724965907.xml · derivative · entry 2 Marrs Anna · CIK 0001753557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,205 Underlying: Common Stock · 1,068 shares Expires not disclosed 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_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs have a vest commencement date of May 29, 2024 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date. F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 29, 2024 Filed Aug 29, 2024 21:11 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 1,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000108 · wk-form4_1724965907.xml · nonDerivative · entry 1 Marrs Anna · CIK 0001753557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,968 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 |
| June 04, 2024 Filed Jun 4, 2024 21:02 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 725 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000079 · wk-form4_1717534939.xml · derivative · entry 2 Marrs Anna · CIK 0001753557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,800 Underlying: Common Stock · 725 shares Expires not disclosed 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_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs will vest in twelve equal quarterly installments over three years, with a vesting commencement date of June 4, 2023, in each case subject to the Reporting Person being a service provider through each such date. F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| June 04, 2024 Filed Jun 4, 2024 21:02 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 725 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000079 · wk-form4_1717534939.xml · nonDerivative · entry 1 Marrs Anna · CIK 0001753557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,900 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 |
| May 29, 2024 Filed May 30, 2024 22:06 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantRestricted Stock Units · Derivative | 4,273 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000069 · wk-form4_1717106792.xml · derivative · entry 1 Marrs Anna · CIK 0001753557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,273 Underlying: Common Stock · 4,273 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs have a vest commencement date of May 29, 2024 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date. F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| May 03, 2024 Filed May 7, 2024 20:03 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,240 | $0.00 Strike: $153.35 | $0.00 |
DisclosureSEC source: 0001127602-24-014427 · form4.xml · derivative · entry 3 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,240 shares Expires 2031-04-30 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 |
| May 03, 2024 Filed May 7, 2024 20:03 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 3,592 | $230.93 | $829,500.56 |
DisclosureSEC source: 0001127602-24-014427 · form4.xml · nonDerivative · entry 2 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,932.35 Read SEC document |
| May 03, 2024 Filed May 7, 2024 20:03 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 2,240 | $153.35 | $343,504.00 |
DisclosureSEC source: 0001127602-24-014427 · form4.xml · nonDerivative · entry 1 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,524.35 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 30, 2024 Filed May 2, 2024 20:03 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 2,240 | $0.00 Strike: $153.35 | $0.00 |
DisclosureSEC source: 0001127602-24-013913 · form4.xml · derivative · entry 3 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,240 Underlying: Common Stock · 2,240 shares Expires 2031-04-30 F4 · kind: The reported acquisition represents the vesting of Stock Options that were granted to the reported person on 4/30/2021. These options became exercisable on 4/30/2024 based on the Company's positive cumulative net income over the three year performance period. Read SEC document |
| April 30, 2024 Filed May 2, 2024 20:03 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 1,673 | $238.92 | $399,713.16 |
DisclosureSEC source: 0001127602-24-013913 · form4.xml · nonDerivative · entry 2 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,284.35 F3 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Performance Restricted Stock Units. Read SEC document |
| April 30, 2024 Filed May 2, 2024 20:03 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 3,025 | $238.92 | $722,733.00 |
DisclosureSEC source: 0001127602-24-013913 · form4.xml · nonDerivative · entry 1 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,957.35 F1 · kind: Represents shares acquired pursuant to vesting of Performance Restricted Stock Units that were granted to the reporting person on 4/30/2021 and have vested based upon the satisfaction of performance criteria specified for the award at time of grant. F2 · balance_after: Includes shares acquired pursuant to dividend reinvestment. Read SEC document |
| March 04, 2024 Filed Mar 4, 2024 23:28 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 725 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000024 · wk-form4_1709594890.xml · derivative · entry 2 Marrs Anna · CIK 0001753557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,525 Underlying: Common Stock · 725 shares Expires not disclosed 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_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs will vest in twelve equal quarterly installments over three years, with a vesting commencement date of June 4, 2023, in each case subject to the Reporting Person being a service provider through each such date. F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| March 04, 2024 Filed Mar 4, 2024 23:28 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 725 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-24-000024 · wk-form4_1709594890.xml · nonDerivative · entry 1 Marrs Anna · CIK 0001753557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,175 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 12, 2024 Filed Feb 14, 2024 21:41 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 25,039 | $0.00 Strike: $116.26 | $0.00 |
DisclosureSEC source: 0001127602-24-005046 · form4.xml · derivative · entry 3 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,039 shares Expires 2031-01-29 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 12, 2024 Filed Feb 14, 2024 21:41 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 36,279 | $212.99 | $7,727,064.21 |
DisclosureSEC source: 0001127602-24-005046 · form4.xml · nonDerivative · entry 2 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,901.314 F1 · price: The price reported in Column 4 is a weighted average price, rounded to the nearest cent. These shares were sold in multiple transactions at prices ranging from $212.75 to 213.37. 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. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 21:41 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 25,039 | $116.26 | $2,911,034.14 |
DisclosureSEC source: 0001127602-24-005046 · form4.xml · nonDerivative · entry 1 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,180.314 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 29, 2024 Filed Jan 31, 2024 22:18 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 25,039 | $0.00 Strike: $116.26 | $0.00 |
DisclosureSEC source: 0001127602-24-002788 · form4.xml · derivative · entry 3 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,039 Underlying: Common Stock · 25,039 shares Expires 2031-01-29 F4 · kind: The reported acquisition represents the vesting of Stock Options that were granted to the reported person in January 2021. These options became exercisable based on the satisfaction of performance criteria specified for the award at the time of grant. Read SEC document |
| January 29, 2024 Filed Jan 31, 2024 22:18 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 16,936 | $201.43 | $3,411,418.48 |
DisclosureSEC source: 0001127602-24-002788 · form4.xml · nonDerivative · entry 2 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,141.314 F3 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Restricted Stock Units. Read SEC document |
| January 29, 2024 Filed Jan 31, 2024 22:18 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 31,927 | $201.43 | $6,431,055.61 |
DisclosureSEC source: 0001127602-24-002788 · form4.xml · nonDerivative · entry 1 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,077.314 F1 · kind: Represents shares acquired pursuant to vesting of Performance Restricted Stock Units (RSU) that were granted to the reporting person in January 2021 and have vested based upon the satisfaction of performance criteria specified for the award at time of grant. F2 · balance_after: Includes shares acquired pursuant to dividend reinvestment. Read SEC document |
| December 04, 2023 Filed Dec 4, 2023 22:16 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 725 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-23-000096 · wk-form4_1701728179.xml · derivative · entry 2 Marrs Anna · CIK 0001753557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,250 Underlying: Common Stock · 725 shares Expires not disclosed 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_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs will vest in twelve equal quarterly installments over three years, with a vesting commencement date of June 4, 2023, in each case subject to the Reporting Person being a service provider through each such date. F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 04, 2023 Filed Dec 4, 2023 22:16 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 725 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-23-000096 · wk-form4_1701728179.xml · nonDerivative · entry 1 Marrs Anna · CIK 0001753557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,450 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 |
| September 04, 2023 Filed Sep 5, 2023 20:53 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 725 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-23-000072 · wk-form4_1693947226.xml · derivative · entry 2 Marrs Anna · CIK 0001753557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,975 Underlying: Common Stock · 725 shares Expires not disclosed 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_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs will vest in twelve equal quarterly installments over three years, with a vesting commencement date of June 4, 2023, in each case subject to the Reporting Person being a service provider through each such date. F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| September 04, 2023 Filed Sep 5, 2023 20:53 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 725 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-23-000072 · wk-form4_1693947226.xml · nonDerivative · entry 1 Marrs Anna · CIK 0001753557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 725 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 |
| June 04, 2023 Filed Jun 6, 2023 22:13 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantRestricted Stock Units · Derivative | 8,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001753557-23-000005 · wk-form4_1686089586.xml · derivative · entry 1 Marrs Anna · CIK 0001753557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,700 Underlying: Common Stock · 8,700 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs will vest in twelve equal quarterly installments over three years, with a vesting commencement date of June 4, 2023, in each case subject to the Reporting Person being a service provider through each such date. F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 22:28 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 30,971 | $0.00 Strike: $131.68 | $0.00 |
DisclosureSEC source: 0001127602-23-005595 · form4.xml · derivative · entry 4 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,971 shares Expires 2030-01-29 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 14, 2023 Filed Feb 16, 2023 22:28 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 13,400 | $180.19 | $2,414,546.00 |
DisclosureSEC source: 0001127602-23-005595 · form4.xml · nonDerivative · entry 3 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,022.719 F2 · price: The price reported in Column 4 is a weighted average price, rounded to the nearest cent. These shares were sold in multiple transactions at prices ranging from $179.90 to $180.79. 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. F3 · balance_after: Includes shares acquired pursuant to dividend reinvestment. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 22:28 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 30,261 | $179.19 | $5,422,468.59 |
DisclosureSEC source: 0001127602-23-005595 · form4.xml · nonDerivative · entry 2 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,422.719 F1 · price: The price reported in Column 4 is a weighted average price, rounded to the nearest cent. These shares were sold in multiple transactions at prices ranging from $178.89 to $179.885. 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. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 22:28 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 30,971 | $131.68 | $4,078,261.28 |
DisclosureSEC source: 0001127602-23-005595 · form4.xml · nonDerivative · entry 1 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,683.719 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 29, 2023 Filed Feb 1, 2023 15:23 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 30,971 | $0.00 Strike: $131.68 | $0.00 |
DisclosureSEC source: 0001127602-23-002832 · form4.xml · derivative · entry 3 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,971 Underlying: Common Stock · 30,971 shares Expires 2030-01-29 F3 · kind: The reported acquisition represents the vesting of Stock Options that were granted to the reported person on 1/29/2020. These options became exercisable on 1/29/2023 based on the Company's positive cumulative net income over the three year performance period. Read SEC document |
| January 29, 2023 Filed Feb 1, 2023 15:23 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 15,228 | $172.31 | $2,623,936.68 |
DisclosureSEC source: 0001127602-23-002832 · form4.xml · nonDerivative · entry 2 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,688.764 F2 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Restricted Stock Units. Read SEC document |
| January 29, 2023 Filed Feb 1, 2023 15:23 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 28,189 | $172.31 | $4,857,246.59 |
DisclosureSEC source: 0001127602-23-002832 · form4.xml · nonDerivative · entry 1 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,916.764 F1 · kind: Represents shares acquired pursuant to vesting of Restricted Stock Units that were granted to the reporting person January 2020 and have vested based upon the satisfaction of performance criteria specified for the award at time of grant. Read SEC document |
| February 04, 2022 Filed Feb 7, 2022 23:13 UTC Amendment | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 6,700 | $184.55 | $1,236,497.06 |
DisclosureSEC source: 0001127602-22-003597 · form4a.xml · nonDerivative · entry 5 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,642 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $184.5392 to $184.6100. 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. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 02:27 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleEmployee Stock Option (Right to Buy) · Derivative | 29,982 | $177.14 Strike: $100.96 | $5,310,963.51 |
DisclosureSEC source: 0001127602-22-002879 · form4.xml · derivative · entry 4 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,966 Underlying: Common Stock · 29,982 shares Expires 2029-01-29 Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 02:27 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 32,948 | $0.00 Strike: $100.96 | $0.00 |
DisclosureSEC source: 0001127602-22-002879 · form4.xml · derivative · entry 3 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,948 Underlying: Common Stock · 32,948 shares Expires 2029-01-29 F3 · kind: The reported acquisition represents the vesting of Stock Options that were granted to the reported person on 1/29/2019. These options became exercisable on 1/29/2022 based on the Company's positive cumulative net income over the three year performance period. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 22:11 UTC Amendment | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 29,982 | $0.00 Strike: $100.96 | $0.00 |
DisclosureSEC source: 0001127602-22-003000 · form4a.xml · derivative · entry 5 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,966 Underlying: Common Stock · 29,982 shares Expires 2029-01-29 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 31, 2022 Filed Feb 2, 2022 22:11 UTC Amendment | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 29,982 | $177.14 | $5,310,963.51 |
DisclosureSEC source: 0001127602-22-003000 · form4a.xml · nonDerivative · entry 4 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,376 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $177.01 to $177.33. 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. 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.