STOCK TITAN

AEP (AEP) EVP Berntsen has 404 shares withheld for taxes on RSU vest

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

AMERICAN ELECTRIC POWER CO INC Executive Vice President Robert Berntsen reported a tax-related share disposition linked to vesting equity awards. On the vesting of 1,280 restricted stock units granted on July 14, 2025, 404 units were withheld on February 21, 2026 to cover his tax liability, leaving 21,392 common shares held directly.

Positive

  • None.

Negative

  • None.
Insider Berntsen Robert
Role Executive Vice President
Type Security Shares Price Value
Tax Withholding Common Stock 404 $132.03 $53K
Holdings After Transaction: Common Stock — 21,392 shares (Direct)
Footnotes (1)
  1. [object Object]
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Berntsen Robert

(Last) (First) (Middle)
1 RIVERSIDE PLAZA

(Street)
COLUMBUS OH 43215

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
AMERICAN ELECTRIC POWER CO INC [ AEP ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Executive Vice President
3. Date of Earliest Transaction (Month/Day/Year)
02/23/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 02/23/2026 F 404(1) D $132.03 21,392 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. A portion of the reporting person's restricted stock units (1,280) granted on July 14, 2025, vested on February 21, 2026. Upon vesting, 404 restricted stock units were withheld to satisfy the reporting person's tax liability.
Remarks:
/s/ David C. House, Attorney-in-Fact for Robert B. Berntsen 02/25/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transaction did AEP executive Robert Berntsen report on this Form 4?

Robert Berntsen reported a tax-related disposition of AEP shares. When his restricted stock units vested, 404 common shares were withheld to satisfy his tax liability, rather than being sold in the open market, and the transaction was coded as a tax-withholding disposition.

How many AEP shares were withheld for taxes in Robert Berntsen’s Form 4 filing?

The filing shows 404 AEP common shares were withheld to cover taxes. These shares came from restricted stock units that vested, and the transaction is classified as a payment of tax liability by delivering securities, not an ordinary market sale of stock.

What was the price used for the tax-withholding disposition in AEP executive Berntsen’s Form 4?

The Form 4 reports a transaction price of $132.03 per AEP share for the 404 shares withheld. This price is used to value the shares applied against the executive’s tax liability arising from the vesting of restricted stock units.

How many AEP shares does Robert Berntsen hold after this reported transaction?

After the tax-withholding disposition, Robert Berntsen directly holds 21,392 AEP common shares. This figure reflects his ownership following the withholding of 404 vested restricted stock units that were used to cover taxes rather than remaining as freely held shares.

What equity award triggered the tax withholding reported in AEP’s Form 4 for Robert Berntsen?

The tax withholding arose from restricted stock units granted on July 14, 2025. On February 21, 2026, 1,280 of those units vested, and 404 vested units were withheld to satisfy Berntsen’s tax liability, as disclosed in the Form 4 footnote.

Is Robert Berntsen’s AEP Form 4 transaction an open-market stock sale?

No. The Form 4 describes a tax-withholding disposition, coded as payment of tax liability by delivering securities. Shares were withheld upon vesting of restricted stock units, rather than sold in an open-market transaction initiated for portfolio or cash-raising purposes.