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Marrs Anna's Form 4/A amendment

Amended

American Express Co (AXP) · filed Feb 2, 2022

Accession no.
0001127602-22-003000
Filed
Feb 2, 2022
Trade date
Jan 29-31, 2022
Filing delay
4 days
Rule 10b5-1 plan
Not on the form (before 2023)
Original filed
Feb 1, 2022

This filing lists 4 non-derivative transactions and 1 derivative transaction. Open-market sales total $5.31M. It was filed 4 days after the trade.

This filing was later replaced by the amendment 0001127602-22-003597 (Feb 7, 2022). Trade tables on this site use the amended version.

This amendment replaces 0001127602-22-002879 (filed Feb 1, 2022).

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Marrs AnnaCIK 0001753557Officer (Group Pres., GCS and CFR)

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Jan 29, 2022Common StockAGrant or awardAcquired+30,507$0.00$036,482Direct
Jan 29, 2022Common StockDReturned to the companyDisposed−17,106$177.06−$3,028,788.3619,376Direct
Jan 31, 2022Common StockMOption exerciseAcquired+29,982$100.96+$3,026,982.7249,358Direct
Jan 31, 2022Common StockSSaleDisposed−29,982$177.14F3−$5,311,011.4819,376Direct

Derivative securities (Table II)

Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.

Derivative transactions
Trade dateSecurityTransactionUnderlying sharesUnit priceValueHeld afterOwnershipFlags
Jan 31, 2022Common StockMOption exerciseDisposed−29,982$0.00$02,966Direct

Footnotes and remarks

Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.

F1

Represents shares acquired pursuant to vesting of Restricted Stock Units that were granted to the reporting person in January 2019 and have vested based on the Company's 2019-21 average return on equity performance.

F2

The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Restricted Stock Units.

F3

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $177.01 to $177.33. The reporting person undertakes to provide to American Express Company, any security holder of American Express Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this range.

Referenced by the price of 1 transaction in Table I.

Remarks

The original Form 4, filed on February 1, 2022, is being amended by this Form 4 amendment to clarify that the sale of 29,982 shares of the Issuer's common stock that occurred on January 31, 2022 were sold as a result of an exercise of the reporting person's stock options that were converted into common stock by virtue of an exercise of Rule 16b-3.

Read the full filing on SEC EDGAR (opens in a new tab)