| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | AXP | Common Stock | Award | $1.37M | +5.75K | +7.23% | $238.92 | 85.2K | Apr 30, 2024 | Direct | F1 |
| transaction | AXP | Common Stock | Tax liability | -$702K | -2.94K | -3.45% | $238.92 | 82.3K | Apr 30, 2024 | Direct | F2 |
| holding | AXP | Common Stock | 10.6 | Apr 30, 2024 | by 401(k) Trust | F3 |
| 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 | +4.26K | $0.00 | 4.26K | Apr 30, 2024 | Common Stock | 4.26K | $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 | The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Performance Restricted Stock Units. |
| F3 | Shares held in reporting person's account under the Company's Retirement Savings Plan. This plan uses unit accounting, and the number of shares that a participant is deemed to hold varies with the unit price of the Company pooled stock fund. |
| 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. |