{"filing":{"accession_number":"0000004962-26-000338","cik":"0000004962","ticker":"AXP","company_name":"AMERICAN EXPRESS CO","form":"8-K","filing_date":"2026-08-12","report_date":"2026-08-12","primary_document":"axp-20260812.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/4962/000000496226000338/axp-20260812.htm"},"events":[{"id":27374,"run_id":24942,"accession_number":"0000004962-26-000338","anchor_item_number":"3.03","event_type":"dividend_distribution","event_domain":"financial","is_material":true,"confidence":0.72,"summary":"American Express issued 1,600 shares of 6.450% Fixed Rate Reset Noncumulative Preferred Shares, Series E, establishing new dividend rights and creating restrictions on common and parity preferred dividends if Series E dividends are not paid.","company_name":"AMERICAN EXPRESS CO","ticker":"AXP","filing_date":"2026-08-12","form":"8-K","submitted_at":null,"items":[{"id":28883,"accession_number":"0000004962-26-000338","item_number":"3.03","item_title":"Material Modification to Rights of Security Holders.","event_type":"dividend_distribution","event_domain":"financial","is_material":true,"confidence":0.72,"reasoning":"American Express issued 1,600 shares of 6.450% Fixed Rate Reset Noncumulative Preferred Shares, Series E, creating new preferred equity with dividend rights and restrictions on common and parity preferred dividends if Series E dividends are not paid. While this is technically a capital issuance, the disclosure centers on the dividend-related rights and restrictions attached to the new preferred shares, making dividend_distribution the most salient classification. The material modification to security holder rights involves dividend priority and payment restrictions.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-08-12T21:30:43.846710+00:00","company_name":"","ticker":null,"filing_date":""}]},{"id":27375,"run_id":24942,"accession_number":"0000004962-26-000338","anchor_item_number":"5.03","event_type":"governance_other","event_domain":"governance","is_material":false,"confidence":0.85,"summary":"American Express amended its Certificate of Incorporation to establish the terms and liquidation preference of Series E Preferred Shares, a routine corporate governance and capital structure action.","company_name":"AMERICAN EXPRESS CO","ticker":"AXP","filing_date":"2026-08-12","form":"8-K","submitted_at":null,"items":[{"id":28884,"accession_number":"0000004962-26-000338","item_number":"5.03","item_title":"Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year.","event_type":"governance_other","event_domain":"governance","is_material":false,"confidence":0.85,"reasoning":"This disclosure concerns an amendment to American Express's Certificate of Incorporation to establish the terms of Series E Preferred Shares, a routine governance and capital structure matter. While the liquidation preference is specified, the filing does not indicate a new issuance, material change to existing shareholder rights, or any event that would alter the total mix of information available to investors about the company's financial condition or operations. This is a standard administrative corporate governance action.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-08-12T21:30:43.846710+00:00","company_name":"","ticker":null,"filing_date":""}]},{"id":27376,"run_id":24942,"accession_number":"0000004962-26-000338","anchor_item_number":"8.01","event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.75,"summary":"American Express closed the sale of 1,600 Depositary Shares representing Series E Preferred Shares on August 12, 2026, pursuant to an underwriting agreement, creating a new preferred equity security with fixed-rate dividend obligations.","company_name":"AMERICAN EXPRESS CO","ticker":"AXP","filing_date":"2026-08-12","form":"8-K","submitted_at":null,"items":[{"id":28885,"accession_number":"0000004962-26-000338","item_number":"8.01","item_title":"Other Events.","event_type":"debt_issuance","event_domain":"financial","is_material":true,"confidence":0.75,"reasoning":"American Express closed the sale of Depositary Shares on August 12, 2026, pursuant to an underwriting agreement. While the filing also mentions a planned redemption of Series D Depositary Shares, the primary disclosed action is the completion of a new issuance of depositary shares (a form of preferred equity security), which creates a new direct financial obligation. This is most closely aligned with debt_issuance as it represents the creation of a new capital instrument, though depositary shares are technically equity rather than debt.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-08-12T21:30:43.846710+00:00","company_name":"","ticker":null,"filing_date":""}]}],"classifications":[{"id":28883,"accession_number":"0000004962-26-000338","item_number":"3.03","item_title":"Material Modification to Rights of Security Holders.","event_type":"dividend_distribution","event_domain":"financial","is_material":true,"confidence":0.72,"reasoning":"American Express issued 1,600 shares of 6.450% Fixed Rate Reset Noncumulative Preferred Shares, Series E, creating new preferred equity with dividend rights and restrictions on common and parity preferred dividends if Series E dividends are not paid. While this is technically a capital issuance, the disclosure centers on the dividend-related rights and restrictions attached to the new preferred shares, making dividend_distribution the most salient classification. The material modification to security holder rights involves dividend priority and payment restrictions.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-08-12T21:30:43.846710+00:00","company_name":"AMERICAN EXPRESS CO","ticker":"AXP","filing_date":"2026-08-12"},{"id":28884,"accession_number":"0000004962-26-000338","item_number":"5.03","item_title":"Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year.","event_type":"governance_other","event_domain":"governance","is_material":false,"confidence":0.85,"reasoning":"This disclosure concerns an amendment to American Express's Certificate of Incorporation to establish the terms of Series E Preferred Shares, a routine governance and capital structure matter. While the liquidation preference is specified, the filing does not indicate a new issuance, material change to existing shareholder rights, or any event that would alter the total mix of information available to investors about the company's financial condition or operations. This is a standard administrative corporate governance action.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-08-12T21:30:43.846710+00:00","company_name":"AMERICAN EXPRESS CO","ticker":"AXP","filing_date":"2026-08-12"},{"id":28885,"accession_number":"0000004962-26-000338","item_number":"8.01","item_title":"Other Events.","event_type":"debt_issuance","event_domain":"financial","is_material":true,"confidence":0.75,"reasoning":"American Express closed the sale of Depositary Shares on August 12, 2026, pursuant to an underwriting agreement. While the filing also mentions a planned redemption of Series D Depositary Shares, the primary disclosed action is the completion of a new issuance of depositary shares (a form of preferred equity security), which creates a new direct financial obligation. This is most closely aligned with debt_issuance as it represents the creation of a new capital instrument, though depositary shares are technically equity rather than debt.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-08-12T21:30:43.846710+00:00","company_name":"AMERICAN EXPRESS CO","ticker":"AXP","filing_date":"2026-08-12"}]}