American Express Company filings document the regulatory record of a global payments company with consumer, small-business, commercial, and merchant-network activities. Current reports and Regulation FD disclosures cover operating results, supplemental financial data, Card Member loan delinquency and write-off statistics for U.S. Consumer and U.S. Small Business portfolios, and risk disclosures tied to spending volumes, partnerships, regulation, litigation, competition, and reputation.
Its filings also address capital structure and governance, including fixed-to-floating rate note issuances under shelf registration materials, common-share dividend actions, annual meeting voting results, director elections, auditor ratification, executive compensation votes, shareholder proposals, and related proxy disclosures.
American Express director Noel R. Wallace acquired 116.0930 Share Equivalent Units on September 30, 2026. His reported direct balance afterward was 1,091.0020 units, including units acquired through a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. The units will be settled in cash following termination of director service, are convertible immediately upon termination, and have no expiration date. No Rule 10b5-1 plan is reported.
American Express Co. director Charles E. Phillips Jr. acquired 60.048 Share Equivalent Units on September 30, 2026, at a reported $312.25 per unit. His direct position after the transaction was 10,590.762 units. 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 and have no expiration date. The reported position includes units acquired through a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.
American Express Co. director Deborah P. Majoras acquired 58.046 Share Equivalent Units on September 30, 2026, bringing her reported direct balance to 5,198.676 units. The units were acquired under the Directors' Deferred Compensation Plan and will be settled in cash following termination of her service as a director. Each unit reflects the value of one common share.
American Express Co. director John Joseph Brennan acquired 212.17 Share Equivalent Units on September 30, 2026, under the Directors' Deferred Compensation Plan. The reported price per unit was $312.25. His reported direct position afterward was 29,783.951 Share Equivalent Units, including units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors. The units will be settled in cash following termination of service as a Director.
American Express Co. director Thomas J. Baltimore Jr. acquired 116.0930 Share Equivalent Units on September 30, 2026, under the Directors' Deferred Compensation Plan. The reported price was $312.25 per unit, and his reported holdings following the acquisition were 10,529.4350 Share Equivalent Units. The units will be settled in cash following termination of service as a director.
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.
AMERICAN EXPRESS CO (AXP) furnished updated credit performance statistics for its U.S. Consumer and U.S. Small Business Card balances held for investment for the months ended June 30, July 31 and August 31, 2026.
For U.S. Consumer cards, total card balances were $114.2 billion at August 31, 2026, with 30-day-plus delinquencies at 1.1% for each of the three months. The consumer net write-off rate – principal only was 1.7% in August and July versus 1.4% in June, with June reflecting proceeds from a sale of previously written-off balances that reduced the June rate by about 0.3 percentage points.
For U.S. Small Business cards, total balances were $46.1 billion at August 31, 2026, with 30-day-plus delinquencies of 1.3% in August and July and 1.4% in June. Small business net write-off rates were 2.2% in August, 2.6% in July and 2.3% in June, with the June sale lowering that month’s rate by about 0.1 percentage points. Combined U.S. Consumer and U.S. Small Business card balances held for investment were $160.3 billion at August 31, 2026.
The American Express Credit Account Master Trust reported ending total principal balances of $25.0 billion at August 31, 2026, with an annualized default rate, net of recoveries, of 1.0% and $0.2 billion of accounts 30 days or more delinquent for each of the three monthly periods shown. The June 2026 trust default rate also reflects proceeds from the sale of certain previously written-off balances.
AMERICAN EXPRESS CO (AXP) reported that Chief Colleague Experience Officer Monique Herena sold 8,811 shares of common stock on 2026-08-18 in a sale classified as an open market or private transaction. The weighted average sale price was $337.41 per share, based on multiple trades between $337.29 and $337.65. Following this transaction, Herena directly holds 12,444.723 shares of American Express common stock, which includes shares acquired through dividend reinvestment.
AMERICAN EXPRESS COMPANY (AXP) executive Monique R. Herena filed a notice of proposed sale of common stock under Rule 144. The filing covers up to 8,811 shares of American Express common stock, with an indicated aggregate market value of $2,972,908.94, expected to be sold through Morgan Stanley Smith Barney LLC on or about August 18, 2026. The shares relate to restricted stock vesting on February 1, 2026 under a registered plan and were acquired from the issuer.
American Express Company reported monthly credit performance statistics for its U.S. Consumer and U.S. Small Business Card balances held for investment as of and for the months ended May 31, June 30, and July 31, 2026. U.S. Consumer total card balances were $113.1 billion at July 31, 2026, with 1.1% of balances 30 days past due and a net write-off rate on principal of 1.7%. U.S. Small Business total card balances were $46.1 billion, with 1.3% 30 days past due and a net principal write-off rate of 2.6%.
Total U.S. Consumer and U.S. Small Business card balances held for investment were $159.2 billion at July 31, 2026. American Express also provided recent performance data for the American Express Credit Account Master Trust, which had an ending total principal balance of $24.9 billion for the period July 1–31, 2026, an annualized default rate net of recoveries of 1.1%, and $0.2 billion of balances 30+ days delinquent.