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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 02-May-24 4:06 PM View:  | American Express Company (AXP) | 30-Apr-24 | Grant | 189 | $238.92 | $45,155.90 | 1% 13.52K to 13.71K | |
| 02-May-24 4:06 PM View: | American Express Company (AXP) | 30-Apr-24 | Payment of Exercise | 89 | $238.92 | $21,263.90 | (< 1%) 13.71K to 13.62K | |
| 04-Mar-24 4:05 PM View: | American Express Company (AXP) | 29-Feb-24 | Private Sale | 7,900 | $219.08 | $1,730,730.00 | (37%) 21.42K to 13.52K | |
| 31-Jan-24 4:02 PM View: | American Express Company (AXP) | 29-Jan-24 | Grant | 8,231 | $201.43 | $1,657,970.00 | 48% 17.02K to 25.25K | |
| 31-Jan-24 4:02 PM View: | American Express Company (AXP) | 29-Jan-24 | Payment of Exercise | 3,869 | $201.43 | $779,333.00 | (15%) 25.25K to 21.38K | |
| 01-Aug-23 4:04 PM View: | American Express Company (AXP) | 30-Jul-23 | Grant | 17,592 | $165.43 | $2,910,240.00 | 231% 7.62K to 25.21K | 5% |
| 01-Aug-23 4:04 PM View: | American Express Company (AXP) | 30-Jul-23 | Payment of Exercise | 8,269 | $165.43 | $1,367,940.00 | (33%) 25.21K to 16.94K | (5%) |
| 01-Feb-23 10:43 AM View: | American Express Company (AXP) | 29-Jan-23 | Grant | 6,077 | $172.31 | $1,047,130.00 | 139% 4.36K to 10.44K | < 1% |
| 01-Feb-23 10:43 AM View: | American Express Company (AXP) | 29-Jan-23 | Payment of Exercise | 2,857 | $172.31 | $492,290.00 | (27%) 10.44K to 7.58K | (< 1%) |