Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | AXP | Common Stock | Award | $1.19M | +4.99K | +39.34% | $238.92 | 17.7K | Apr 30, 2024 | Direct | F1, F2 |
transaction | AXP | Common Stock | Tax liability | -$660K | -2.76K | -15.62% | $238.92 | 14.9K | Apr 30, 2024 | Direct | F3 |
holding | AXP | Common Stock | 2.82K | Apr 30, 2024 | By Spouse | ||||||
holding | AXP | Common Stock | 249 | Apr 30, 2024 | By 401(k) |
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 | +3.7K | $0.00 | 3.7K | Apr 30, 2024 | Common Stock | 3.7K | $153.35 | Direct | F4 |
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 | 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. |