Explore more topics
Public ownership evidence

American Express Company (AXP) Ownership Disclosures

Read AXP insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

Jump to a section

Read one actual disclosure before using it

Show the table · 1 row, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

2026-11-062026-11-04Squeri Stephen JS5,514Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-11-04 and its public availability date is 2026-11-06. Subtracting those calendar dates gives 2 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code S: a sale. A purchase-following rule excludes this sale even if the reported dollar amount is large.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0000004962-26-000429 ↗SEC 0000004962-26-000429 ↗SEC 0000004962-26-000429 ↗

Recent Form 4 activity

Inspect all 24 displayed rows: Recent Form 4 activity

Scroll sideways to compare all columns. Select a heading to sort.

2026-11-062026-11-04Squeri Stephen JS5,514Not reported
2026-11-062026-11-04Squeri Stephen JS200,791Not reported
2026-11-062026-11-04Squeri Stephen JS85,245Not reported
2026-11-062026-11-04Squeri Stephen JS7,851Not reported
2026-11-032026-10-31Squeri Stephen JA74,850Not reported
2026-11-032026-11-02Seeger LaureenS69,860Not reported
2026-11-032026-10-31Seeger LaureenA17,465Not reported
2026-11-032026-10-31Pickett DeniseA17,465Not reported
2026-11-032026-11-02Marrs AnnaS13,447Not reported
2026-11-032026-11-02Marrs AnnaS16,833Not reported
2026-11-032026-11-02Marrs AnnaS14,630Not reported
2026-11-032026-10-31Marrs AnnaA22,455Not reported
2026-11-032026-10-31Joabar RaymondA22,455Not reported
2026-11-032026-10-31Herena MoniqueA17,465Not reported
2026-11-032026-10-31Grosfield HowardA17,465Not reported
2026-10-022026-09-30Young Christopher DavidA128.1Not reported
2026-10-022026-09-30WARDELL LISA WA120.1Not reported
2026-10-022026-09-30Wallace Noel R.A116.09Not reported
2026-10-022026-09-30PHILLIPS JR CHARLES EA60.05Not reported
2026-10-022026-09-30Majoras Deborah PA58.05Not reported
2026-10-022026-09-30Brennan John JosephA212.17Not reported
2026-10-022026-09-30Baltimore Thomas J JrA116.09Not reported
2026-10-022026-09-30Angelakis Michael JA58.05Not reported
2026-08-202026-08-18Herena MoniqueS8,811Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Cornerstone Financial Management LLC2026-06-302026-08-2988$29,766None
Cornerstone Financial Management LLC2026-03-312026-08-2960$18,149None
Cornerstone Financial Management LLC2025-12-312026-08-2963$23,307None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2914,838$3,992,179None
OPTIMIZE FINANCIAL INC.2026-06-302026-08-281,577$533,420None
Advisors Asset Management, Inc.2021-12-312026-08-28284,405$46,528,658None
Advisors Asset Management, Inc.2022-12-312026-08-28184,277$27,226,927None
Advisors Asset Management, Inc.2020-06-302026-08-28246,210$23,439,192None
Advisors Asset Management, Inc.2022-06-302026-08-28235,840$32,692,000None
Advisors Asset Management, Inc.2021-09-302026-08-28288,642$48,356,000None
Corient Private Wealth LP2026-06-302026-08-2816,228$5,489,180None
Corient Private Wealth LP2026-06-302026-08-28702,253$237,536,901None
Redwood Investment Management, LLC2024-12-312026-08-286,399$1,899,000None
Redwood Investment Management, LLC2025-03-312026-08-281,517$408,000None
BOSTON RESEARCH & MANAGEMENT INC2025-12-312026-08-28800$295,960None
Formuepleje A/S2026-06-302026-08-2823,780$8,043,585None
Formuepleje A/S2026-03-312026-08-2821,169$6,403,199None
Formuepleje A/S2021-12-312026-08-28298,392$48,816,931None
Formuepleje A/S2021-09-302026-08-28324,196$54,312,556None
Formuepleje A/S2021-06-302026-08-28555,094$91,718,182None
Formuepleje A/S2021-03-312026-08-28599,902$84,850,139None
Formuepleje A/S2017-09-302026-08-282,410$218,009None
Formuepleje A/S2017-06-302026-08-28374,527$31,550,154None
Formuepleje A/S2017-03-312026-08-28377,127$29,834,517None
Formuepleje A/S2016-12-312026-08-28356,427$26,404,112None
Formuepleje A/S2016-09-302026-08-28362,727$23,229,037None
Formuepleje A/S2016-06-302026-08-28593,427$36,056,625None
Formuepleje A/S2016-03-312026-08-28739,227$45,388,538None
Formuepleje A/S2015-12-312026-08-28942,937$65,581,268None
Formuepleje A/S2015-09-302026-08-28979,837$72,635,317None
Formuepleje A/S2015-06-302026-08-281,001,764$77,857,098None
Formuepleje A/S2015-03-312026-08-281,101,404$86,041,680None
Formuepleje A/S2014-12-312026-08-281,022,954$95,175,640None
Formuepleje A/S2014-09-302026-08-28991,824$86,824,273None
Formuepleje A/S2014-06-302026-08-281,281,323$121,559,113None
Formuepleje A/S2014-03-312026-08-281,021,136$91,932,874None
Wellington Grp LLC2026-06-302026-08-272,950$997,838None
Reflection Asset Management2026-03-312026-08-271,056$320,296None
Legacy Edge Advisors, LLC2025-09-302026-08-276,042$2,006,805None
HORAN Wealth, LLC2026-06-302026-08-271,238$418,813None
Principia Wealth Advisory, LLC2026-06-302026-08-2739$13,192None
Principia Wealth Advisory, LLC2026-03-312026-08-2721$6,352None
Advisors Asset Management, Inc.2024-03-312026-08-27144,947$33,002,982None
Advisors Asset Management, Inc.2025-03-312026-08-27123,377$33,194,582None
Advisors Asset Management, Inc.2022-09-302026-08-27212,950$28,729,000None
Advisors Asset Management, Inc.2020-12-312026-08-27287,376$34,747,000None
Advisors Asset Management, Inc.2022-03-312026-08-27268,614$50,230,818None
Advisors Asset Management, Inc.2023-06-302026-08-27151,079$26,317,962None
Advisors Asset Management, Inc.2023-09-302026-08-27147,269$21,971,062None
Advisors Asset Management, Inc.2023-03-312026-08-27165,043$27,223,843None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗OPTIMIZE FINANCIAL INC. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.