AMERICAN ELECTRIC POWER CO INC (AEP) SEC Filings, Jul-Oct 2026

American Electric Power (AEP) director Daryl Roberts acquired 379 phantom stock units on September 30, 2026. The AEP stock price at the time was $118.64. Roberts held 1,147 phantom stock units directly after the transaction. Each unit represents the right to receive the cash value of one AEP common share; the units are payable in cash or shares following termination of his Board service.

American Electric Power Co Inc (AEP) director Sara Martinez Tucker received an award of phantom stock units representing 379 underlying AEP common shares on September 30, 2026, under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each phantom share represents a right to the cash value of one AEP common share; the units are payable in cash or shares following termination of Board service. AEP's stock price at the time was $118.64 per share. Her reported direct holdings after the award were 33,246 phantom stock units and 1,815 common shares.

American Electric Power Company, Inc. (AEP) says Alicia Knapp, President Nuclear Development, left the company on September 29, 2026. Her involuntary separation triggers benefits under the Executive Severance Plan if she enters a severance, release of all claims and noncompetition agreement.

The plan provides one times her current salary and target annual incentive compensation, plus prorated vesting of performance shares and restricted stock units. The agreement would include a one-year noncompetition covenant and reaffirm non-solicitation, confidentiality, non-disparagement and cooperation covenants.

AMERICAN ELECTRIC POWER CO INC (AEP) reported that its Controller and Chief Accounting Officer, Kate Dixon, sold 2,000 shares of common stock on September 8, 2026 at a price of $125.00 per share in an open-market or private transaction. Following this sale, she directly holds 15,856 shares of AEP common stock. The sale was carried out under a Rule 10b5-1 trading plan adopted by her on June 5, 2026.

AMERICAN ELECTRIC POWER CO INC (AEP) is the issuer for a planned resale of common stock under Rule 144 by stockholder Kate Dixon (also known as Kate Sturgess). The notice covers 2,000 shares of common stock, with an aggregate market value of $250,000.00 as of September 8, 2026.

The shares come from restricted stock awards that vested as compensation on February 26, 2026 (462 shares), March 10, 2026 (27 shares), and May 1, 2026 (1,511 shares). Fidelity Brokerage Services LLC is listed as the broker, and the common stock is listed on NASDAQ.

William Fehrman, CEO and President of American Electric Power, had 6,283 restricted stock units withheld on August 1, 2026 to satisfy tax liability when 14,085 units granted on August 1, 2024 vested. This tax-withholding disposition left him with 133,539 restricted stock units held directly.

American Electric Power Co. Inc. Executive Vice President Greg B. Hall reported a tax-related disposition of equity awards. On August 1, 2026, 1,741 restricted stock units were withheld at $128.32 per unit to satisfy his tax liability upon vesting.

The footnote explains that this withholding came from 5,880 restricted stock units granted on July 15, 2024 that vested on that date. After the transaction, Hall’s direct holdings in this equity award total 34,408 units.

American Electric Power Company, Inc. (AEP) reported weaker results for the quarter and first half of 2026. Earnings attributable to AEP common shareholders for the second quarter declined to $713 million from $1.2 billion a year earlier, largely because 2025 benefited from a $480 million FERC order on net operating loss carryforwards (NOLCs) and higher residential sales driven by favorable weather. For the first six months of 2026, earnings fell to $1.6 billion from $2.0 billion, with additional pressure from unfavorable hedging, lower residential volumes and an expected partial disallowance of the Pirkey Plant net book value.

These headwinds were partly offset by higher revenues from transmission investment, favorable rate proceedings and growing commercial and industrial demand, particularly new data processing load. AEP outlined a $78 billion five‑year capital plan focused on transmission, new generation and distribution reliability, and has already added 1,013 MW of owned capacity in 2026 and secured approvals for 1,808 MW of renewable and storage projects. In ERCOT, AEP Texas has Letters of Agreement for about 45 gigawatts of prospective large load by 2030 and has received roughly $2 billion of financial security from customers participating in the Batch Zero interconnection process.

American Electric Power reported second-quarter 2026 GAAP earnings of $713 million, or $1.31 per share, down from $1,226 million, or $2.29 per share, a year earlier. Operating earnings were $742 million, or $1.36 per share, versus $766 million, or $1.43 per share, as revenue rose to $5,445 million from $5,087 million. Year-to-date 2026 operating earnings increased to $1,633 million from $1,589 million.

The company raised its 2026 operating earnings guidance to $6.25 to $6.55 per share from $6.15 to $6.45 and estimated GAAP EPS of $6.16 to $6.46. Management reaffirmed a targeted 7% to 9% annual operating earnings growth rate through 2030, supported by a $78 billion capital plan and more than $10 billion of potential incremental investments.

AEP highlighted strong load growth, with 69 GW of contracted load additions through 2030 and approximately 13 GW of gas-fired turbine capacity secured, plus up to 10 GW under evaluation. To support affordability, AEP and its utilities have secured roughly $5 billion in DOE loans and nearly $400 million in DOE grants, expected to provide about $1.4 billion in cumulative customer benefits.