| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | AXP | Common Stock | Award | $505,794 | +2,117 | +17% | $238.92 | 14,857 | 30 Apr 2024 | Direct | F1, F2 |
| transaction | AXP | Common Stock | Tax liability | $270,935 | -1,134 | -7.6% | $238.92 | 13,723 | 30 Apr 2024 | Direct | F3 |
| holding | AXP | Common Stock | 1,442 | 30 Apr 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 | +1,568 | $0.000000 | 1,568 | 30 Apr 2024 | Common Stock | 1,568 | $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. |