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 |
|---|---|---|---|---|---|---|
| January 31, 2022 Filed Feb 2, 2022 22:11 UTC Amendment | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 29,982 | $100.96 | $3,026,982.72 |
DisclosureSEC source: 0001127602-22-003000 · form4a.xml · nonDerivative · entry 3 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,358 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 7, 2022 23:13 UTC Amendment | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 32,948 | $0.00 Strike: $100.96 | $0.00 |
DisclosureSEC source: 0001127602-22-003597 · form4a.xml · derivative · entry 7 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 32,948 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 7, 2022 23:13 UTC Amendment | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 29,982 | $177.14 | $5,310,963.51 |
DisclosureSEC source: 0001127602-22-003597 · form4a.xml · nonDerivative · entry 4 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,342 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $177.0100 to $177.3350. 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. F4 · balance_after: This amount reflect 2,966 additional shares that had been previously incorrectly classified as a derivative security (stock option) under Table II. Read SEC document |
| January 31, 2022 Filed Feb 7, 2022 23:13 UTC Amendment | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 32,948 | $100.96 | $3,326,430.08 |
DisclosureSEC source: 0001127602-22-003597 · form4a.xml · nonDerivative · entry 3 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,324 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, 2022 Filed Feb 2, 2022 02:27 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Disposition to issuerCommon Stock | 17,106 | $177.06 | $3,028,788.36 |
DisclosureSEC source: 0001127602-22-002879 · form4.xml · nonDerivative · entry 2 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,376 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, 2022 Filed Feb 2, 2022 02:27 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 30,507 | $177.06 | $5,401,569.42 |
DisclosureSEC source: 0001127602-22-002879 · form4.xml · nonDerivative · entry 1 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,482 F1 · kind: Represents shares acquired pursuant to vesting of Restricted Stock Units that were granted to the reporting person in January 2019 and have vested based on the Company's 2019-21 average return on equity performance. Read SEC document |
| January 29, 2022 Filed Feb 2, 2022 22:11 UTC Amendment | AMERICAN EXPRESS CO AXP · Entity 2839 | Disposition to issuerCommon Stock | 17,106 | $177.06 | $3,028,788.36 |
DisclosureSEC source: 0001127602-22-003000 · form4a.xml · nonDerivative · entry 2 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,376 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, 2022 Filed Feb 2, 2022 22:11 UTC Amendment | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 30,507 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003000 · form4a.xml · nonDerivative · entry 1 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,482 F1 · kind: Represents shares acquired pursuant to vesting of Restricted Stock Units that were granted to the reporting person in January 2019 and have vested based on the Company's 2019-21 average return on equity performance. Read SEC document |
| January 29, 2022 Filed Feb 7, 2022 23:13 UTC Amendment | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 32,948 | $0.00 Strike: $100.96 | $0.00 |
DisclosureSEC source: 0001127602-22-003597 · form4a.xml · derivative · entry 6 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 F6 · 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 29, 2022 Filed Feb 7, 2022 23:13 UTC Amendment | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 17,106 | $177.06 | $3,028,788.36 |
DisclosureSEC source: 0001127602-22-003597 · form4a.xml · nonDerivative · entry 2 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,376 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, 2022 Filed Feb 7, 2022 23:13 UTC Amendment | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 30,507 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003597 · form4a.xml · nonDerivative · entry 1 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,482 F1 · kind: Represents shares acquired pursuant to vesting of Restricted Stock Units that were granted to the reporting person in January 2019 and have vested based on the Company's 2019-21 average return on equity performance. Read SEC document |
| November 24, 2021 Filed Nov 29, 2021 19:51 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 21,572 | $0.00 Strike: $102.73 | $0.00 |
DisclosureSEC source: 0001127602-21-029742 · 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 · 21,572 shares Expires 2028-10-31 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 24, 2021 Filed Nov 29, 2021 19:51 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 6,214 | $171.22 | $1,063,961.08 |
DisclosureSEC source: 0001127602-21-029742 · form4.xml · nonDerivative · entry 3 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,975 Read SEC document |
| November 24, 2021 Filed Nov 29, 2021 19:51 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 19,880 | $171.22 | $3,403,853.60 |
DisclosureSEC source: 0001127602-21-029742 · form4.xml · nonDerivative · entry 2 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,189 F1 · kind: The reported disposition represents the sale of shares to cover the cost of exercise and withholding tax obligations arising from the stock option exercise reported above and the sale of 50% of the net shares acquired from this exercise. Read SEC document |
| November 24, 2021 Filed Nov 29, 2021 19:51 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 21,572 | $102.73 | $2,216,091.56 |
DisclosureSEC source: 0001127602-21-029742 · form4.xml · nonDerivative · entry 1 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,069 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 |
| October 31, 2021 Filed Nov 2, 2021 22:30 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 21,572 | $0.00 Strike: $102.73 | $0.00 |
DisclosureSEC source: 0001127602-21-028176 · form4.xml · derivative · entry 5 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,572 Underlying: Common Stock · 21,572 shares Expires 2028-10-31 F4 · kind: The reported acquisition represents the vesting of Stock Options that were granted to the reporting person in October 2018. These options became exercisable on October 31, 2021. Read SEC document |
| October 31, 2021 Filed Nov 2, 2021 22:30 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 2,935 | $173.78 | $510,044.30 |
DisclosureSEC source: 0001127602-21-028176 · form4.xml · nonDerivative · entry 4 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,497 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 |
| October 31, 2021 Filed Nov 2, 2021 22:30 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 4,867 | $173.78 | $845,787.26 |
DisclosureSEC source: 0001127602-21-028176 · form4.xml · nonDerivative · entry 3 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,432 F3 · kind: Represents shares acquired pursuant to vesting of Restricted Stock Units that were granted to the reporting person on October 2018 and have vested based upon the satisfaction of performance criteria specified for the award at time of grant. Read SEC document |
| October 31, 2021 Filed Nov 2, 2021 22:30 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 13,007 | $173.78 | $2,260,356.46 |
DisclosureSEC source: 0001127602-21-028176 · form4.xml · nonDerivative · entry 2 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,565 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 |
| October 31, 2021 Filed Nov 2, 2021 22:30 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 21,572 | $173.78 | $3,748,782.16 |
DisclosureSEC source: 0001127602-21-028176 · form4.xml · nonDerivative · entry 1 Marrs Anna · CIK 0001753557 · Group Pres., GCS and CFR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,572 F1 · kind: Represents shares acquired pursuant to vesting of Restricted Stock Units that were granted to the reporting person in October 2018 and have vested based on the Company's 2018-20 average return on equity performance. Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 19:06 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 2,064 | $119.56 | $246,771.84 |
DisclosureSEC source: 0001127602-20-028740 · form4.xml · nonDerivative · entry 1 Marrs Anna · CIK 0001753557 · Pres., Global Comm. Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| October 31, 2020 Filed Nov 3, 2020 19:03 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 2,803 | $91.24 | $255,745.72 |
DisclosureSEC source: 0001127602-20-027946 · form4.xml · nonDerivative · entry 2 Marrs Anna · CIK 0001753557 · Pres., Global Comm. Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,064 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 |
| October 31, 2020 Filed Nov 3, 2020 19:03 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 4,867 | $91.24 | $444,065.08 |
DisclosureSEC source: 0001127602-20-027946 · form4.xml · nonDerivative · entry 1 Marrs Anna · CIK 0001753557 · Pres., Global Comm. Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,867 F1 · kind: Represents shares acquired pursuant to vesting of Restricted Stock Units that were granted to the reporting person on October 2018 and have vested based upon the satisfaction of performance criteria specified for the award at time of grant. 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.