Company Holdings | All | DOCU | AXP |
Direct | Indirect Ownership | Total | |
Shares | 31,110 | 0 | 31,110 |
Value | $7,846,424.94 | $0.00 | $7,846,424.94 |
Ticker |
Trans. Date |
Trans. Type |
Shares |
Ownership Type |
Issue Type |
Price |
Trans. Value |
Total Shares Owned |
---|---|---|---|---|---|---|---|---|
DOCU | 09/15/2025 | DDS | 728 | Direct | COM | $80.30 | $58,458.40 | 10,799 |
AXP | 07/29/2025 | DDS | 5,500 | Direct | COM | $310.77 | $1,709,235.00 | 20,311 |
AXP | 03/04/2025 | DDS | 2,300 | Direct | COM | $286.68 | $659,364.00 | 41,042 |
AXP | 03/04/2025 | DDS | 3,677 | Direct | COM | $285.00 | $1,047,945.00 | 44,039 |
AXP | 03/04/2025 | DDS | 8,999 | Direct | COM | $287.18 | $2,584,332.82 | 32,043 |
AXP | 03/04/2025 | DDS | 697 | Direct | COM | $285.51 | $199,000.47 | 43,342 |
AXP | 03/04/2025 | DDS | 5,681 | Direct | COM | $291.50 | $1,656,011.50 | 25,761 |
AXP | 03/04/2025 | DDS | 300 | Direct | COM | $290.76 | $87,228.00 | 31,442 |
AXP | 03/04/2025 | DDS | 301 | Direct | COM | $287.78 | $86,621.78 | 31,742 |
AXP | 05/03/2024 | DDS | 3,592 | Direct | COM | $230.93 | $829,500.56 | 19,932 |
AXP | 02/12/2024 | DDS | 36,279 | Direct | COM | $212.99 | $7,727,064.21 | 19,901 |
AXP | 02/14/2023 | DDS | 13,400 | Direct | COM | $180.19 | $2,414,546.00 | 16,023 |
AXP | 02/14/2023 | DDS | 30,261 | Direct | COM | $179.19 | $5,422,468.59 | 29,423 |
AXP | 11/24/2021 | DDS | 19,880 | Direct | COM | $171.22 | $3,403,853.60 | 12,189 |
AXP | 11/24/2021 | DDS | 6,214 | Direct | COM | $171.22 | $1,063,961.08 | 5,975 |
AXP | 11/10/2020 | DDS | 2,064 | Direct | COM | $119.56 | $246,771.84 | 0 |
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Transaction Type Key First letter: A = Acquired, D = Disposed Second letter: A = Grant, award or other acquisition pursuant to Rule 16b-3(d) C = Conversion of derivative security | D = Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e) | E = Expiration of short derivative position | F = Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. | G = Gift | H = Expiration (or cancellation) of long derivative position with value received | I = Discretionary transaction in accordance with Rule 16b-3(f) | J = Other | L = Small acquisition under Rule 16a-6 | M = Exercise or conversion of derivative security exempted pursuant to Rule 16b-3 | O = Exercise of out-of-the-money derivative security | P = Open market or private purchase | S = Open market or private sale | U = Disposition pursuant to a tender of shares in a change of control transaction | W = Acquisition or disposition by will or the laws of descent and distribution | X = Exercise of in-the-money or at-the-money derivative security | Z = Deposit into or withdrawal from voting trust |
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