Lisa W Wardell
CIK 1450092 · Chairman, President and CEO · last filed 2026-10-02
Lisa W Wardell is a Chairman, President and CEO who has filed 155 SEC Form 4 insider transactions across 5 companies since 2011. The most recent filing, for AXP, was dated Oct 2, 2026. Across all open-market trades the lifetime net is −$76.1M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $3.0M across reported positions. 30 SEC filings were submitted jointly with AMERICAN EXPRESS CO.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
ATGE price and trades
Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.
Shares held
Shares owned after each reported transaction on this company (direct holdings as reported).
Open-market buying and selling
by monthDollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.
Exposure by company
latestMost recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.
Filer Profile
BETHESDA, MD 20817
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| AXP | Director | — | $315.05 | — | $0 | 29 | 2026-10-02 |
| Covista Inc. (ATGE) Delisted | Director | 44,251 | $98.54 | $4.36M | -$76.17M | 46 | 2025-11-14 |
| GIII | Director | 5,086 | $29.65 | $150.8K | $0 | 1 | 2022-06-13 |
| LOW | Director | 523 | $198.22 | $103.7K | $53.1K | 14 | 2021-04-02 |
| CBK | Director | 86,871 | $32.00 | $2.78M | $30.7K | 10 | 2016-07-05 |
Recent Filings
155 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-10-02 | AXP | Grant (A) | — | $0 | EDGAR |
| 2026-07-02 | AXP | Grant (A) | — | $0 | EDGAR |
| 2026-05-07 | AXP | Grant (A) | — | $0 | EDGAR |
| 2026-04-02 | AXP | Grant (A) | — | $0 | EDGAR |
| 2026-01-05 | AXP | Grant (A) | — | $0 | EDGAR |
| 2025-11-14 | Covista Inc. (ATGE) Delisted | Mixed | +800 | $77.9K | EDGAR |
| 2025-10-02 | AXP | Grant (A) | — | $0 | EDGAR |
| 2025-08-29 | Covista Inc. (ATGE) Delisted | Sell (S) | −25,477 | -$3.37M | EDGAR |
| 2025-08-28 | CVSA | Notice (144) | −25,477 | -$3.37M | EDGAR |
| 2025-08-27 | CVSA | Notice (144) | −18,392 | -$2.49M | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.