Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN EXPRESS COAXP · Entity 2839 | President Consumer Prod & Serv | February 26, 2015 | February 27, 2015 |
| ETSY INCETSY · Entity 2395 | Director · Executive Chair of the Board | October 08, 2026 | October 09, 2026 |
| Maplebear Inc.CART · Entity 3475 | Director | May 22, 2026 | May 27, 2026 |
| Shake Shack Inc.SHAK · Entity 4254 | Director | May 15, 2026 | May 18, 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 26, 2015 · Filed February 27, 2015
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,610.35 |
Ending reported balance
After 2015-02-26 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2015-02-26 · Exercise / conversion · Acquired 33,426 · Balance 63,679.35 Row 2 · 2015-02-26 · Sale · Disposed 30,539 · Balance 33,140.35 F1: 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; the reporting person will retain the balance of the net shares in accordance with the Company's retention guidelines for executive officers. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.43 to $83.27. 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. Row 3 · 2015-02-26 · Sale · Disposed 5,530 · Balance 27,610.35 F3: The reported disposition represents the sale of shares acquired from restricted stock vestings and/or dividend reinvestment in prior years. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.43 to $83.27. 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 $50.04 · Expires 2021-07-29 | Direct | 19,120 |
Reported balance
After 2015-02-26 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2015-02-26 · Exercise / conversion · Disposed 33,426 · Balance 19,120 |
Filing footnotes · ownership attribution and instrument terms
F1: 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; the reporting person will retain the balance of the net shares in accordance with the Company's retention guidelines for executive officers.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.43 to $83.27. 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: The reported disposition represents the sale of shares acquired from restricted stock vestings and/or dividend reinvestment in prior years.
ETSY INC
Report date October 08, 2026 · Filed October 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 262,234 |
Reported balance
After 2026-10-08 transaction · row 1
1 source rowRow 1 · 2026-10-08 · Sale · Disposed 383 · Balance 262,234 F1: This exercise and subsequent sales were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 20, 2025. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.62 · Expires 2027-05-03 | Direct | 2,320 |
Reported balance
After 2026-10-08 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-10-08 · Exercise / conversion · Disposed 383 · Balance 2,320 F1: This exercise and subsequent sales were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 20, 2025. F5: These stock options are part of a grant that vested as to 25% on May 4, 2018 with the remainder vesting in 36 equal monthly installments. |
| Common StockSEC Table I · non-derivative | IndirectBy GST Trust | 4,942 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,942 F2: These shares are held by the JGS 2018 Irrevocable GST Trust (the "GST Trust"). The Reporting Person's spouse is the trustee of the GST Trust. The Reporting Person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy Non-GST Trust | 16,886 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 16,886 F3: These shares are held by the JGS 2018 Irrevocable Non-GST Trust (the "Non-GST Trust"). The Reporting Person's spouse is the trustee of the Non-GST Trust. The Reporting Person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy Irrevocable Trust | 42,269 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 42,269 |
| Common StockSEC Table I · non-derivative | IndirectBy 2019 Trust | 54,325 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 54,325 F4: These shares are held by the Joshua G. Silverman 2019 Irrevocable Children's Trust (the "2019 Trust"). A family member of the Reporting Person is the trustee of the 2019 Trust. The Reporting Person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: This exercise and subsequent sales were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 20, 2025.
F2: These shares are held by the JGS 2018 Irrevocable GST Trust (the "GST Trust"). The Reporting Person's spouse is the trustee of the GST Trust. The Reporting Person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.
F3: These shares are held by the JGS 2018 Irrevocable Non-GST Trust (the "Non-GST Trust"). The Reporting Person's spouse is the trustee of the Non-GST Trust. The Reporting Person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.
F4: These shares are held by the Joshua G. Silverman 2019 Irrevocable Children's Trust (the "2019 Trust"). A family member of the Reporting Person is the trustee of the 2019 Trust. The Reporting Person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.
F5: These stock options are part of a grant that vested as to 25% on May 4, 2018 with the remainder vesting in 36 equal monthly installments.
Maplebear Inc.
Report date May 22, 2026 · Filed May 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,228 |
Reported balance
After 2026-05-22 transaction · row 1
1 source rowRow 1 · 2026-05-22 · Grant · Acquired 6,048 · Balance 15,228 F1: The shares represent restricted stock units, which vest in full on the earlier of (i) the date of the Issuer's next annual meeting of stockholders (or the date immediately prior to such meeting if the Reporting Person's service as a director ends at such meeting due to the Reporting Person's failure to be re-elected or the Reporting Person not standing for re-election) or (ii) the one-year anniversary of the grant date, in each case subject to the Reporting Person's continued service through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares represent restricted stock units, which vest in full on the earlier of (i) the date of the Issuer's next annual meeting of stockholders (or the date immediately prior to such meeting if the Reporting Person's service as a director ends at such meeting due to the Reporting Person's failure to be re-elected or the Reporting Person not standing for re-election) or (ii) the one-year anniversary of the grant date, in each case subject to the Reporting Person's continued service through such date.
Shake Shack Inc.
Report date May 15, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CLASS A COMMON STOCKSEC Table I · non-derivative | IndirectSilverman-Ghotbi Revocable Trust | 8,190 |
Reported balance
After 2026-05-15 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-05-15 · Purchase · Acquired 8,190 · Balance 8,190 F1: The transaction was executed in multiple trades at prices ranging from $60.07 to $60.97. The price reported above reflects the weighted average sales price. The Reporting Person undertakes to provide upon request to the Securities and Exchange Commission, Shake Shack Inc. (the "Issuer"), or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. |
| CLASS A COMMON STOCKSEC Table I · non-derivative | IndirectSilverman-Ghotbi Revocable Trust | 8,290 |
Reported balance
After 2026-05-15 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-05-15 · Purchase · Acquired 100 · Balance 8,290 |
| CLASS A COMMON STOCKSEC Table I · non-derivative | Direct | 9,997 |
Reported balance
Holding disclosure · report date 2026-05-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 9,997 |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction was executed in multiple trades at prices ranging from $60.07 to $60.97. The price reported above reflects the weighted average sales price. The Reporting Person undertakes to provide upon request to the Securities and Exchange Commission, Shake Shack Inc. (the "Issuer"), or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected.
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 |
|---|---|---|---|---|---|---|
| June 11, 2019 Filed Jun 13, 2019 20:55 UTC | Shake Shack Inc. SHAK · Entity 4254 | GrantCLASS A COMMON STOCK | 568 | $0.00 | $0.00 |
DisclosureSEC source: 0001620533-19-000068 · wf-form4_156045934154302.xml · nonDerivative · entry 1 Silverman Josh · CIK 0001525358 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,116 F1 · shares: Represents shares of Class A Common Stock ("Class A Stock") of Shake Shack Inc. (the "Issuer") underlying restricted stock units acquired by the Reporting Person. On June 11, 2019, pursuant to the Issuer's 2015 Incentive Award Plan, as amended, and the Issuer's Non-Employee Director Compensation Policy, the Reporting Person was awarded restricted stock units that represent the right to receive Class A Stock of the Issuer. The restricted stock units representing the right to receive Class A Stock of the Issuer vest on June 11, 2020, subject to the Reporting Person's continued service with the Issuer. F1 · price: Represents shares of Class A Common Stock ("Class A Stock") of Shake Shack Inc. (the "Issuer") underlying restricted stock units acquired by the Reporting Person. On June 11, 2019, pursuant to the Issuer's 2015 Incentive Award Plan, as amended, and the Issuer's Non-Employee Director Compensation Policy, the Reporting Person was awarded restricted stock units that represent the right to receive Class A Stock of the Issuer. The restricted stock units representing the right to receive Class A Stock of the Issuer vest on June 11, 2020, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| June 12, 2018 Filed Jun 15, 2018 20:40 UTC | Shake Shack Inc. SHAK · Entity 4254 | GrantCLASS A COMMON STOCK | 585 | $0.00 | $0.00 |
DisclosureSEC source: 0001620533-18-000090 · wf-form4_152909523216914.xml · nonDerivative · entry 1 Silverman Josh · CIK 0001525358 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,548 F1 · shares: Represents shares of Class A Common Stock ("Class A Stock") of Shake Shack Inc. (the "Issuer") underlying restricted stock units acquired by the Reporting Person. On June 12, 2018, pursuant to the Issuer's 2015 Incentive Award Plan, as amended, and the Issuer's Non-Employee Director Compensation Policy, the Reporting Person was awarded restricted stock units that represent the right to receive Class A Stock of the Issuer. The restricted stock units representing the right to receive Class A Stock of the Issuer vest on June 12, 2019, subject to the Reporting Person's continued service with the Issuer. F1 · price: Represents shares of Class A Common Stock ("Class A Stock") of Shake Shack Inc. (the "Issuer") underlying restricted stock units acquired by the Reporting Person. On June 12, 2018, pursuant to the Issuer's 2015 Incentive Award Plan, as amended, and the Issuer's Non-Employee Director Compensation Policy, the Reporting Person was awarded restricted stock units that represent the right to receive Class A Stock of the Issuer. The restricted stock units representing the right to receive Class A Stock of the Issuer vest on June 12, 2019, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| May 03, 2018 Filed May 7, 2018 21:50 UTC | ETSY INC ETSY · Entity 2395 | Exercise / conversionRestricted Stock Units · Derivative | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001370637-18-000057 · wf-form4_152572978425165.xml · derivative · entry 4 Silverman Josh · CIK 0001525358 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 250,000 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. F5 · derivative.exercise_price: Units correspond 1-for-1 with common stock. F6 · derivative.exercise_date: 100% of this award vested on May 3, 2018. F6 · derivative.expiration_date: 100% of this award vested on May 3, 2018. Read SEC document |
| May 03, 2018 Filed May 7, 2018 21:50 UTC | ETSY INC ETSY · Entity 2395 | Tax withholdingCommon Stock | 130,076 | $30.85 | $4,012,844.60 |
DisclosureSEC source: 0001370637-18-000057 · wf-form4_152572978425165.xml · nonDerivative · entry 2 Silverman Josh · CIK 0001525358 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,924 F2 · security: Shares withheld to satisfy tax obligation. Read SEC document |
| May 03, 2018 Filed May 7, 2018 21:50 UTC | ETSY INC ETSY · Entity 2395 | Exercise / conversionCommon Stock | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001370637-18-000057 · wf-form4_152572978425165.xml · nonDerivative · entry 1 Silverman Josh · CIK 0001525358 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,000 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 · security: Shares of common stock acquired upon the vesting of restricted stock units. Read SEC document |
| August 08, 2017 Filed Aug 10, 2017 20:26 UTC | ETSY INC ETSY · Entity 2395 | PurchaseCommon Stock | 64,000 | $15.67 | $1,002,880.00 |
DisclosureSEC source: 0001370637-17-000105 · wf-form4_150239677179345.xml · nonDerivative · entry 1 Silverman Josh · CIK 0001525358 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $15.36 to $15.83, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| June 12, 2017 Filed Jun 14, 2017 21:21 UTC | Shake Shack Inc. SHAK · Entity 4254 | GrantCLASS A COMMON STOCK | 963 | $0.00 | $0.00 |
DisclosureSEC source: 0001620533-17-000108 · wf-form4_149747528899096.xml · nonDerivative · entry 1 Silverman Josh · CIK 0001525358 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 963 F1 · shares: Represents shares of Class A Common Stock ("Class A Stock") of Shake Shack Inc. (the "Issuer") underlying restricted stock units acquired by the Reporting Person. On June 12, 2017, pursuant to the Issuer's 2015 Incentive Award Plan, as amended, and the Issuer's Non-Employee Director Compensation Policy, the Reporting Person was awarded restricted stock units that represent the right to receive Class A Stock of the Issuer. The restricted stock units representing the right to receive Class A Stock of the Issuer vest on June 12, 2018, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| May 04, 2017 Filed May 5, 2017 20:55 UTC | ETSY INC ETSY · Entity 2395 | GrantEmployee stock option (right to buy) · Derivative | 3,869,969 | $0.00 Strike: $10.62 | $0.00 |
DisclosureSEC source: 0001370637-17-000054 · wf-form4_149401772133628.xml · derivative · entry 4 Silverman Josh · CIK 0001525358 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,869,969 Underlying: Common Stock · 3,869,969 shares Expires 2027-05-03 F4 · derivative.exercise_date: (i) 25% of the stock options will become exercisable on May 4, 2018, with the remainder exercisable in 36 equal monthly installments thereafter; or (ii) 25% of the stock options will become exercisable upon a Change in Control; provided the reporting person remains continuously employed on the date of event. Read SEC document |
| May 04, 2017 Filed May 5, 2017 20:55 UTC | ETSY INC ETSY · Entity 2395 | GrantRestricted Stock Units · Derivative | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001370637-17-000054 · wf-form4_149401772133628.xml · derivative · entry 3 Silverman Josh · CIK 0001525358 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,000 Underlying: Common Stock · 250,000 shares Expires not disclosed F1 · derivative.exercise_price: Units correspond 1-for-1 with common stock. F3 · derivative.exercise_date: The restricted stock units vest on the earlier of: (i) May 3, 2018; or (ii) a "Change in Control" (as defined in the Etsy, Inc. Change in Control Severance Plan), provided the reporting person remains continuously employed on the date of event. F3 · derivative.expiration_date: The restricted stock units vest on the earlier of: (i) May 3, 2018; or (ii) a "Change in Control" (as defined in the Etsy, Inc. Change in Control Severance Plan), provided the reporting person remains continuously employed on the date of event. Read SEC document |
| May 03, 2017 Filed May 5, 2017 20:55 UTC | ETSY INC ETSY · Entity 2395 | Disposition to issuerDirector stock option (right to buy) · Derivative | 36,186 | $0.00 Strike: $12.05 | $0.00 |
DisclosureSEC source: 0001370637-17-000054 · wf-form4_149401772133628.xml · derivative · entry 2 Silverman Josh · CIK 0001525358 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,186 shares Expires not disclosed F2 · derivative.exercise_date: The award was forfeited as a result of the reporting person's status change from independent director to an employee director on May 3, 2017. F2 · derivative.expiration_date: The award was forfeited as a result of the reporting person's status change from independent director to an employee director on May 3, 2017. Read SEC document |
| May 03, 2017 Filed May 5, 2017 20:55 UTC | ETSY INC ETSY · Entity 2395 | Disposition to issuerRestricted Stock Units · Derivative | 13,108 | $0.00 | $0.00 |
DisclosureSEC source: 0001370637-17-000054 · wf-form4_149401772133628.xml · derivative · entry 1 Silverman Josh · CIK 0001525358 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,108 shares Expires not disclosed F1 · derivative.exercise_price: Units correspond 1-for-1 with common stock. F2 · derivative.exercise_date: The award was forfeited as a result of the reporting person's status change from independent director to an employee director on May 3, 2017. F2 · derivative.expiration_date: The award was forfeited as a result of the reporting person's status change from independent director to an employee director on May 3, 2017. Read SEC document |
| November 17, 2016 Filed Nov 18, 2016 22:28 UTC | Shake Shack Inc. SHAK · Entity 4254 | GrantStock Option (Right to Buy) · Derivative | 1,108 | $0.00 Strike: $36.41 | $0.00 |
DisclosureSEC source: 0001620533-16-000291 · wf-form4_147950809104359.xml · derivative · entry 1 Silverman Josh · CIK 0001525358 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,108 Underlying: CLASS A COMMON STOCK · 1,108 shares Expires 2026-11-17 F1 · derivative.exercise_date: The option vests in full on the first anniversary date of the grant date, subject to the Reporting Person's continued director service with the issuer, Shake Shack Inc. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:15 UTC | ETSY INC ETSY · Entity 2395 | GrantRestricted Stock Units · Derivative | 13,108 | $0.00 | $0.00 |
DisclosureSEC source: 0001370637-16-000134 · wf-form4_147941733181576.xml · derivative · entry 2 Silverman Josh · CIK 0001525358 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,108 Underlying: Common Stock · 13,108 shares Expires not disclosed F2 · derivative.exercise_price: Units correspond 1-for-1 with common stock. F1 · derivative.exercise_date: This award vests in equal installments on each of the first three anniversaries of the grant date, subject to the reporting person's continuous service through those dates. F1 · derivative.expiration_date: This award vests in equal installments on each of the first three anniversaries of the grant date, subject to the reporting person's continuous service through those dates. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:15 UTC | ETSY INC ETSY · Entity 2395 | GrantDirector stock option (right to buy) · Derivative | 36,186 | $0.00 Strike: $12.05 | $0.00 |
DisclosureSEC source: 0001370637-16-000134 · wf-form4_147941733181576.xml · derivative · entry 1 Silverman Josh · CIK 0001525358 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,186 Underlying: Common Stock · 36,186 shares Expires 2026-11-14 F1 · derivative.exercise_date: This award vests in equal installments on each of the first three anniversaries of the grant date, subject to the reporting person's continuous service through those dates. Read SEC document |
| February 26, 2015 Filed Feb 27, 2015 21:15 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 33,426 | $0.00 Strike: $50.04 | $0.00 |
DisclosureSEC source: 0001127602-15-008802 · form4.xml · derivative · entry 4 Silverman Josh · CIK 0001525358 · President Consumer Prod & Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,120 Underlying: Common Stock · 33,426 shares Expires 2021-07-29 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 26, 2015 Filed Feb 27, 2015 21:15 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 5,530 | $82.89 | $458,402.16 |
DisclosureSEC source: 0001127602-15-008802 · form4.xml · nonDerivative · entry 3 Silverman Josh · CIK 0001525358 · President Consumer Prod & Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,610.35 F3 · kind: The reported disposition represents the sale of shares acquired from restricted stock vestings and/or dividend reinvestment in prior years. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.43 to $83.27. 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 26, 2015 Filed Feb 27, 2015 21:15 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 30,539 | $82.89 | $2,531,490.70 |
DisclosureSEC source: 0001127602-15-008802 · form4.xml · nonDerivative · entry 2 Silverman Josh · CIK 0001525358 · President Consumer Prod & Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,140.35 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; the reporting person will retain the balance of the net shares in accordance with the Company's retention guidelines for executive officers. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.43 to $83.27. 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 26, 2015 Filed Feb 27, 2015 21:15 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 33,426 | $50.04 | $1,672,637.04 |
DisclosureSEC source: 0001127602-15-008802 · form4.xml · nonDerivative · entry 1 Silverman Josh · CIK 0001525358 · President Consumer Prod & Serv 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,679.35 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 |
| January 26, 2015 Filed Jan 28, 2015 23:45 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 9,466 | $83.30 | $788,517.80 |
DisclosureSEC source: 0001127602-15-003112 · form4.xml · nonDerivative · entry 2 Silverman Josh · CIK 0001525358 · President US Consumer Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,253.35 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 26, 2015 Filed Jan 28, 2015 23:45 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 20,038 | $83.30 | $1,669,165.40 |
DisclosureSEC source: 0001127602-15-003112 · form4.xml · nonDerivative · entry 1 Silverman Josh · CIK 0001525358 · President US Consumer Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,719.35 F1 · kind: Represents shares acquired pursuant to vesting of Restricted Stock Units ("performance units") that were granted to the reporting person in January 2012 and have vested based on the Company's 2012-15 return on average equity performance. Pursuant to the Company's stock ownership guidelines, the reporting person is required to hold a portion of shares received upon vesting for a period of time. Read SEC document |
| July 29, 2014 Filed Jul 31, 2014 17:13 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 4,463 | $91.71 | $409,301.73 |
DisclosureSEC source: 0001127602-14-024266 · form4.xml · nonDerivative · entry 4 Silverman Josh · CIK 0001525358 · President US Consumer Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,681.35 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 |
| July 29, 2014 Filed Jul 31, 2014 17:13 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 7,994 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-14-024266 · form4.xml · nonDerivative · entry 3 Silverman Josh · CIK 0001525358 · President US Consumer Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,144.35 F1 · kind: Shares acquired pursuant to the vesting of Restricted Stock Units (i.e., "performance units") previously granted to the reporting person. F1 · price: Shares acquired pursuant to the vesting of Restricted Stock Units (i.e., "performance units") previously granted to the reporting person. Read SEC document |
| July 29, 2014 Filed Jul 31, 2014 17:13 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 10,887 | $91.71 | $998,446.77 |
DisclosureSEC source: 0001127602-14-024266 · form4.xml · nonDerivative · entry 2 Silverman Josh · CIK 0001525358 · President US Consumer Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,150.35 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 |
| July 29, 2014 Filed Jul 31, 2014 17:13 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 19,502 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-14-024266 · form4.xml · nonDerivative · entry 1 Silverman Josh · CIK 0001525358 · President US Consumer Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,037.35 F1 · kind: Shares acquired pursuant to the vesting of Restricted Stock Units (i.e., "performance units") previously granted to the reporting person. F1 · price: Shares acquired pursuant to the vesting of Restricted Stock Units (i.e., "performance units") previously granted to the reporting person. Read SEC document |
| July 29, 2013 Filed Jul 31, 2013 20:35 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 4,462 | $75.06 | $334,917.72 |
DisclosureSEC source: 0001127602-13-023903 · form4.xml · nonDerivative · entry 2 Silverman Josh · CIK 0001525358 · President US Consumer Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,535.35 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 |
| July 29, 2013 Filed Jul 31, 2013 20:35 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 7,993 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-13-023903 · form4.xml · nonDerivative · entry 1 Silverman Josh · CIK 0001525358 · President US Consumer Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,997.35 F1 · kind: Shares acquired pursuant to the vesting of Restricted Stock Units (i.e., "performance units"). F1 · price: Shares acquired pursuant to the vesting of Restricted Stock Units (i.e., "performance units"). Read SEC document |
| July 29, 2012 Filed Jul 31, 2012 21:49 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 4,023 | $58.53 | $235,466.19 |
DisclosureSEC source: 0001127602-12-023255 · form4.xml · nonDerivative · entry 2 Silverman Josh · CIK 0001525358 · President US Consumer Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,970 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 |
| July 29, 2012 Filed Jul 31, 2012 21:49 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 7,993 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-023255 · form4.xml · nonDerivative · entry 1 Silverman Josh · CIK 0001525358 · President US Consumer Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,993 F1 · kind: Shares acquired pursuant to the vesting of Restricted Stock Units (i.e., "performance units"). Read SEC document |
| January 24, 2012 Filed Jan 26, 2012 22:30 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 19,493 | $0.00 Strike: $49.23 | $0.00 |
DisclosureSEC source: 0001127602-12-002638 · form4.xml · derivative · entry 1 Silverman Josh · CIK 0001525358 · President US Consumer Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,493 Underlying: Common Stock · 19,493 shares Expires 2022-01-23 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 |
| July 29, 2011 Filed Aug 1, 2011 22:24 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 33,426 | $0.00 Strike: $50.04 | $0.00 |
DisclosureSEC source: 0001127602-11-022442 · form4.xml · derivative · entry 2 Silverman Josh · CIK 0001525358 · President US Consumer Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,546 Underlying: Common Stock · 33,426 shares Expires 2021-07-29 F2 · derivative.exercise_date: These options become exercisable on July 29, 2014. Read SEC document |
| July 29, 2011 Filed Aug 1, 2011 22:24 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 19,120 | $0.00 Strike: $50.04 | $0.00 |
DisclosureSEC source: 0001127602-11-022442 · form4.xml · derivative · entry 1 Silverman Josh · CIK 0001525358 · President US Consumer Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,120 Underlying: Common Stock · 19,120 shares Expires 2021-07-29 F1 · derivative.exercise_date: These options become exercisable in four equal annual installments beginning on July 29, 2012. 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.