Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | AXP | Common Stock | Gift | -863 | -0.73% | 117K | Nov 22, 2024 | Direct | F1, F2, F3 | ||
holding | AXP | Common Stock | 21.5K | Nov 22, 2024 | By GRAT | F4 |
Id | Content |
---|---|
F1 | The reported disposition represents a bona fide charitable gift made by the reporting person. |
F2 | Includes shares acquired pursuant dividend reinvestment. |
F3 | Balance reflects 7,984 shares transferred from the Grantor Retained Annuity Trust on November 22, 2024, in the form of the annuity, which is exempt from Section 16 pursuant to Rule 16a-13. |
F4 | Balance reflects 7,984 shares transferred from the Grantor Retained Annuity Trust on November 22, 2024, in the form of the annuity, which is exempt from Section 16 pursuant to Rule 16a-13. |