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American Express director acquires 58.046 share-linked units

The units are convertible immediately upon termination of director service and have no expiration date.

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Form Type
4

Rhea-AI Filing Summary

American Express Co. (AXP) director Michael J. Angelakis acquired 58.0460 Share Equivalent Units on September 30, 2026, at a reported price of $312.25 per share; each unit reflects the value of one common share. The units were acquired under the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a director. Angelakis held 1,971.2840 Share Equivalent Units after the transaction, including units acquired through a dividend reinvestment feature and/or the 2003 Share Equivalent Unit Plan for Directors.

Insider Angelakis Michael J
Role Director
Type Security Shares Price Value
Grant/Award Share Equivalent Units F1, F2, F3, F4 58.046 $312.25 $18K
Holdings After Transaction: Share Equivalent Units — 1,971.284 contracts (Direct)
Footnotes (4)
  1. F1. Each Share Equivalent Unit reflects the value of one common share.
  2. F2. The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director.
  3. F3. The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.
  4. F4. Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.
Share Equivalent Units acquired 58.0460 units September 30, 2026; director award acquisition
Reported price $312.25 per share September 30, 2026 transaction
Share Equivalent Units following transaction 1,971.2840 units After the September 30, 2026 transaction; includes units acquired through a dividend reinvestment feature and/or the 2003 Share Equivalent Unit Plan for Directors
Share Equivalent Units financial
"Each Share Equivalent Unit reflects the value of one common share."
Directors' Deferred Compensation Plan financial
"acquired pursuant to the Directors' Deferred Compensation Plan"
dividend reinvestment feature financial
"acquired pursuant to a dividend reinvestment feature"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many AXP Share Equivalent Units did Michael J. Angelakis acquire?

Michael J. Angelakis acquired 58.0460 Share Equivalent Units on September 30, 2026; the transaction lists a price of $312.25 per share.

How are AXP Share Equivalent Units settled?

The units were acquired under the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a director. They are convertible immediately upon termination of service and have no expiration date.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED 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*
Angelakis Michael J

(Last)(First)(Middle)
C/O AMERICAN EXPRESS COMPANY
200 VESEY STREET

(Street)
NEW YORK NEW YORK 10285-5001

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
AMERICAN EXPRESS CO [ AXP ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
09/30/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Share Equivalent Units(1)09/30/2026A(2)58.046 (3) (3)Common Stock58.046$312.251,971.284(4)D
Explanation of Responses:
1. Each Share Equivalent Unit reflects the value of one common share.
2. The reported Share Equivalent Units were acquired pursuant to the Directors' Deferred Compensation Plan and will be settled in cash following termination of service as a Director.
3. The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.
4. Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.
/s/ James J. Killerlane III, attorney-in-fact10/02/2026
** Signature of Reporting PersonDate
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.
* Form 4: SEC 1474 (03-26)

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