MarketPeel
MH

Monique Herena

AXP
CHIEF COLLEAGUE EXPERIENCE OFF · AMERICAN EXPRESS CO · CIK 0001606897
FILING MIX · LIFETIME46%/54%
BUYS
12
SELLS
14
TOTAL VALUE
$48.47M
COMPANIES
1
ACTIVE SINCE
Apr 2020
HOLDINGS NOW
12,445
AVG SELL PX
$216.00
TRADE KIND
SHOWING 26 / 26
Trades · vs SPY
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Performance · forward returns vs SPY
5 backtested trades · 8 horizons · 3 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Monique Herena, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d5+40.00%+0.40%+0.09%+0.31%-0.12%
14d5+20.00%+1.83%+1.14%+0.69%+1.40%
30d5+20.00%+4.09%+3.47%+0.61%+3.07%
60d5+20.00%+6.07%+4.92%+1.15%+4.96%
90d5+20.00%+6.09%+4.36%+1.73%+5.56%
180d5+60.00%-0.79%+5.69%-6.48%-3.96%
1y5(1 pending)+0.00%+40.63%+23.66%+16.96%+21.50%
2y5(2 pending)+0.00%+79.12%+46.79%+32.34%+29.25%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
AXP · 12,444.723 shares · as of Aug 18, 2026
013,09926,19839,29652,395202120222023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
2026
FLOW · 12 buys / 14 sellsCOVERAGE · 26 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
AXP
AMERICAN EXPRESS CO
SALE
Chief Colleague Exp. Officer
8,811$337.41$2.97M12,444.723Aug 18, 2026Aug 19, 2026View →
AXP
AMERICAN EXPRESS CO
SALE
Chief Colleague Exp. Officer
9,989$352.17$3.52M21,104.52Feb 1, 2026Feb 3, 2026View →
AXP
AMERICAN EXPRESS CO
PURCHASEGRANT
Stock grant
18,80031,093.52Feb 1, 2026Feb 3, 2026View →
AXP
AMERICAN EXPRESS CO
PURCHASEGRANT
Stock grant
11,32711,327Feb 1, 2026Feb 3, 2026View →
AXP
AMERICAN EXPRESS CO
PURCHASEGRANT
Stock grant
52,39552,395Oct 31, 2025Nov 4, 2025View →
AXP
AMERICAN EXPRESS CO
SALE
Chief Colleague Experience Off
8,695$325.88$2.83M12,266.331Sep 3, 2025Sep 5, 2025View →
AXP
AMERICAN EXPRESS CO
SALEGRANT
Gift
61020,961.331Sep 3, 2025Sep 5, 2025View →
AXP
AMERICAN EXPRESS CO
SALE
Chief Colleague Experience Off
9,739$316.42$3.08M21,423.239Jan 28, 2025Jan 30, 2025View →
AXP
AMERICAN EXPRESS CO
PURCHASEGRANT
Stock grant
18,434$316.42$5.83M31,162.239Jan 28, 2025Jan 30, 2025View →
AXP
AMERICAN EXPRESS CO
PURCHASEGRANT
Stock grant
12,29612,296Jan 28, 2025Jan 30, 2025View →
AXP
AMERICAN EXPRESS CO
SALE
Chief Colleague Experience Off
1,300$287.70$374.0K12,694.867Nov 7, 2024Nov 8, 2024View →
AXP
AMERICAN EXPRESS CO
SALE
Chief Colleague Experience Off
11,242$208.41$2.34M13,874.121Feb 8, 2024Feb 12, 2024View →
AXP
AMERICAN EXPRESS CO
PURCHASEGRANT
Stock grant
23,546$201.43$4.74M37,420.121Jan 29, 2024Jan 31, 2024View →
AXP
AMERICAN EXPRESS CO
PURCHASEGRANT
Stock grant
18,46618,466Jan 29, 2024Jan 31, 2024View →
AXP
AMERICAN EXPRESS CO
SALE
Chief Colleague Experience Off
12,304$201.43$2.48M25,116.121Jan 29, 2024Jan 31, 2024View →
AXP
AMERICAN EXPRESS CO
PURCHASE
Chief Colleague Experience Off
22,841$131.68$3.01M36,611.064May 19, 2023May 22, 2023View →
AXP
AMERICAN EXPRESS CO
SALE
Chief Colleague Experience Off
22,841$152.84$3.49M13,770.064May 19, 2023May 22, 2023View →
AXP
AMERICAN EXPRESS CO
SALE
Chief Colleague Experience Off
22,8410May 19, 2023May 22, 2023View →
AXP
AMERICAN EXPRESS CO
SALE
Chief Colleague Experience Off
15,217$173.18$2.64M13,711.861Mar 2, 2023Mar 6, 2023View →
AXP
AMERICAN EXPRESS CO
PURCHASEGRANT
Stock grant
22,84122,841Jan 29, 2023Feb 1, 2023View →
AXP
AMERICAN EXPRESS CO
PURCHASEGRANT
Stock grant
20,789$172.31$3.58M38,483.606Jan 29, 2023Feb 1, 2023View →
AXP
AMERICAN EXPRESS CO
SALE
Chief Colleague Experience Off
9,772$172.31$1.68M28,711.606Jan 29, 2023Feb 1, 2023View →
AXP
AMERICAN EXPRESS CO
SALE
Chief Colleague Experience Off
5,682$154.63$878.6K17,539.186Apr 30, 2021May 4, 2021View →
AXP
AMERICAN EXPRESS CO
PURCHASEGRANT
Stock grant
11,601$154.63$1.79M23,221.186Apr 30, 2021May 4, 2021View →
AXP
AMERICAN EXPRESS CO
PURCHASEGRANT
Stock grant
22,519$96.12$2.16M22,519Apr 30, 2020May 1, 2020View →
AXP
AMERICAN EXPRESS CO
SALE
Chief Colleague Experience Off
11,028$96.12$1.06M11,491Apr 30, 2020May 1, 2020View →
Other insiders · AXP
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About this filer
CIK 0001606897
ROLE
Chief Colleague Experience Off
PRIMARY
AXP
COMPANIES
1
ACTIVE SINCE
Apr 2020
MARKETPEEL · /INSIDER/0001606897DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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