American Express Company furnished updated credit-quality statistics for its U.S. Consumer and U.S. Small Business card loans as of January 31, 2026. U.S. consumer card loans totaled $97.2 billion, with 30‑day delinquencies at 1.4% and a net write‑off rate of 1.9%. U.S. small business card loans totaled $31.4 billion, with 30‑day delinquencies of 1.7% and a net write‑off rate of 2.8%. Combined U.S. consumer and small business loans held for investment were $128.6 billion. The American Express Credit Account Master Trust reported an ending principal balance of $25.2 billion, defaulted amounts of $0.04 billion, an annualized default rate of 1.1% and total 30+ days delinquent of $0.2 billion for the January 2026 period.
American Express executive Howard Grosfield sold 8,134 shares of common stock in an open-market transaction at $346.73 per share. The sale occurred on February 12, 2026. Following the transaction, he directly owned 9,433.089 American Express shares and indirectly held 98.7 shares through the company’s 401(k) retirement savings plan, which uses unit accounting tied to a pooled stock fund.
An insider of AXP filed a Rule 144 notice to sell 8,134 shares of common stock through Morgan Stanley Smith Barney LLC on or about February 12, 2026 on the NYSE, with an indicated aggregate market value of $2,820,261.15.
The shares were acquired on February 1, 2026 as restricted stock vesting under a registered plan. Shares outstanding were 686,614,005, which is a baseline figure, not the amount being sold.
American Express Chief Information Officer Radhakrishnan Ravikumar reported selling American Express common stock in two open‑market transactions on February 9, 2026. He sold 8,362 shares at a weighted average price of $356.14 and 6,638 shares at a weighted average price of $357.13, with each trade executed across multiple prices within disclosed ranges. Following these sales, he directly beneficially owns 8,945.141 shares of American Express common stock.
American Express Chief Legal Officer Laureen Seeger reported a sale of company stock. On 02/09/2026, she sold 12,737 shares of American Express common stock in an open-market transaction at a weighted average price of $360.99 per share, with individual sale prices ranging from $360.80 to $361.38.
After this transaction, Seeger beneficially owned 9,001.577 American Express common shares directly. The filing notes that detailed breakdowns of shares sold at each price in the range are available upon request from the company, its security holders, or the SEC staff.
American Express Company issued multiple new debt securities on February 10, 2026. The company sold $1,350,000,000 of 4.009% Fixed-to-Floating Rate Notes due February 9, 2029, $1,000,000,000 of 4.456% Fixed-to-Floating Rate Notes due February 10, 2032, and $650,000,000 of Floating Rate Notes due February 9, 2029 under its senior indenture.
The company also issued $500,000,000 of 5.412% Fixed-to-Fixed Rate Subordinated Notes due February 8, 2041 under its subordinated indenture. These issuances were made off an existing shelf registration statement using a Prospectus Supplement dated February 3, 2026.
A holder of AXP common stock has filed notice to sell 15,000 shares under Rule 144. The planned sale has an indicated aggregate market value of $5,348,698.50, to be executed through Morgan Stanley Smith Barney LLC on the NYSE around February 9, 2026.
The shares come from multiple grants of restricted stock vesting under a registered plan between January 2024 and February 2026, including a large vesting of 10,318 shares on February 1, 2026. The issuer had 686,614,005 shares of common stock outstanding when this notice was prepared.
An affiliate of American Express Company (AXP) has filed a Rule 144 notice covering the proposed sale of 12,737 common shares. The shares are to be sold through Morgan Stanley Smith Barney LLC Executive Financial Services, with an aggregate market value listed as 4,597,904.16, and an approximate sale date of 02/09/2026 on the NYSE.
The securities were acquired as restricted stock vesting under a registered plan, with 196 shares vesting on 08/11/2025 and 12,541 shares vesting on 02/01/2026. The form indicates these awards were acquired from the issuer and paid as equity compensation rather than for cash.
American Express filed a Form 13F reporting institutional holdings with a total market value of $1,207,064,422. The report lists 1 information-table entry and was signed by James J. Killerlane, Corporate Secretary, on 02-06-2026.
American Express executive Denise Pickett, President, Enterprise Shared Services, reported a combination of option exercise and share sale. On February 5, 2026, she exercised 12,660 employee stock options at $173.61 per share, receiving the same number of American Express common shares.
That same day she sold 23,385 common shares at an average price of $356.91 per share. After these transactions, she directly owned 7,753.936 common shares, plus an additional 1,820 shares held indirectly through the company’s Employee Stock Ownership Plan.