Every SEC Form 3/4/5 on record for this filer (CIK 1397707) — 4 issuers, 32 transactions. Section-16 filings only: what they filed, not a biography, and titles are as filed on their latest form at each issuer.
| Ticker | Company | Role as filed | On file | Forms | Open-market net |
|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | Chief Partner Officer | 2024-02-08 → 2026-06-17 | 7 | −$21M |
| JWN | NORDSTROM INC | Director | 2019-03-12 → 2025-05-20 | 10 | — |
| RLJ | RLJ Lodging Trust | Director · lapsed | 2015-07-02 → 2021-05-04 | 10 | — |
| X | UNITED STATES STEEL CORP | Director · lapsed | 2016-01-20 → 2018-01-17 | 3 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| AXP | 2026-06-15 | Sell | 7,033 | $339.36 | $2M | 9,715 |
| AXP | 2025-07-29 | Sell | 32,391 | $309.62 | $10M | 10,958 |
| AXP | 2025-07-29 | Sell | 17,609 | $309.27 | $5M | 43,349 |
| AXP | 2025-04-29 | Sell | 3,019 | $264.66 | $799,009 | 10,919 |
| AXP | 2025-02-11 | Sell | 7,391 | $309.96 | $2M | 13,900 |
2 of 4 issuers are covered and open a security page; the rest are on file here only.
