Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | AXP | Common Stock | Award | $506K | +2.12K | +16.62% | $238.92 | 14.9K | Apr 30, 2024 | Direct | F1, F2 |
transaction | AXP | Common Stock | Tax liability | -$271K | -1.13K | -7.63% | $238.92 | 13.7K | Apr 30, 2024 | Direct | F3 |
holding | AXP | Common Stock | 1.44K | Apr 30, 2024 | By ESOP | F4 |
Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
transaction | AXP | Employee Stock Option (Right to Buy) | Award | $0 | +1.57K | $0.00 | 1.57K | Apr 30, 2024 | Common Stock | 1.57K | $153.35 | Direct | F5 |
Id | Content |
---|---|
F1 | Represents shares acquired pursuant to vesting of Performance Restricted Stock Units that were granted to the reporting person on 4/30/2021 and have vested based upon the satisfaction of performance criteria specified for the award at time of grant. |
F2 | Includes shares acquired pursuant to dividend reinvestment. |
F3 | The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Performance Restricted Stock Units. |
F4 | Shares held in the reporting person's account under the Company's Employee Stock Ownership Plan. |
F5 | The reported acquisition represents the vesting of Stock Options that were granted to the reported person on 4/30/2021. These options became exercisable on 4/30/2024 based on the Company's positive cumulative net income over the three year performance period. |