WARDELL LISA W

Director · AXP, ATGE

As of 2026-09-16, WARDELL LISA W has 14 Form 4 transactions on record across 2 companies — 7 in the trailing 12 months.

Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.

Reconstructed holdings

Direct: $8.9MIndirect: $0$8.9Mas of 2026-09-16
  • Direct $8.9M
  • Indirect $0
ATGEdirect44,251 sh$5.7M
AXPdirect10,425 sh$3.3M

Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.

Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.

Trades by company

AXP · 8 trades
2026-06-30: Award / grant, 112 sh ($37K)2026-05-05: Award / grant, 742 sh ($0)2026-03-31: Award / grant, 125 sh ($38K)2025-12-31: Award / grant, 99 sh ($37K)2025-09-30: Award / grant, 112 sh ($37K)2025-04-29: Award / grant, 948 sh ($0)2025-03-31: Award / grant, 140 sh ($38K)2024-12-31: Award / grant, 125 sh ($37K)
ATGE · 6 trades
2025-11-13: Withheld for tax, 645 sh ($62K)2025-11-12: Award / grant, 1,445 sh ($140K)2025-08-28: Sale, 25,477 sh ($3.4M)2025-08-27: Sale, 18,392 sh ($2.5M)2025-08-25: Withheld for tax, 5,157 sh ($698K)2025-08-21: Sale, 12,900 sh ($1.7M)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
2025-08-28ATGESale25,477 @ $132.38$3.4M−37.0% of holding43,451Form 4
2025-08-27ATGESale18,392 @ $135.22$2.5M−21.1% of holding68,928Form 4
2025-08-21ATGESale12,900 @ $132.90$1.7M−12.2% of holding92,477Form 4
11 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-06-30AXPAward / grant11210,425Form 4
2026-05-05AXPAward / grant74210,284Form 4
2026-03-31AXPAward / grant1259,542Form 4
2025-12-31AXPAward / grant999,396Form 4
2025-11-13ATGEWithheld for tax64544,251Form 4
2025-11-12ATGEAward / grant1,44544,896Form 4
2025-09-30AXPAward / grant1129,276Form 4
2025-08-25ATGEWithheld for tax5,15787,320Form 4
2025-04-29AXPAward / grant9488,992Form 4
2025-03-31AXPAward / grant1408,043Form 4
2024-12-31AXPAward / grant1257,885Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.