AI English summary of an SEC filing — figures as filed
The company said David P. Melito, Chief Accounting Officer and Controller, will retire effective July 2, 2024. It said the retirement was previously announced.
Key points
AI summaryThe company said David P. Melito, Chief Accounting Officer and Controller, will retire effective July 2, 2024. It said the retirement was previously announced.
The company said Brian J. Wenzel, Sr., Executive Vice President and Chief Financial Officer, will serve as interim principal accounting officer through July 31, 2024, effective with Mr. Melito's retirement. It said Mr. Wenzel will receive no additional compensation or equity awards for this interim role.
The company said it appointed Amy Tiliakos (42) as Senior Vice President, Chief Accounting Officer and Controller on June 28, 2024, effective August 1, 2024. It said she has been with American Express Company since 2013 and served as U.S. Regulatory Reporting Vice President from 2023 to 2024.
The company said Ms. Tiliakos will receive an annual base salary and be eligible for incentive compensation under the Company's 2024 Long-Term Incentive Plan and Annual Incentive Plan, as well as cash and equity sign-on awards to offset compensation forfeited at her prior employer. It said there are no arrangements or understandings related to her appointment and no transactions requiring disclosure under Item 404(a) of Regulation S-K.
Summary
AI-writtenAnalysis scope · Filing bodyWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.
Chief Accounting Officer and Controller Retirement
The company said David P. Melito, Chief Accounting Officer and Controller, will retire effective July 2, 2024. It said the retirement was previously announced.
Source · Based on the filing body and exhibits
Brian J. Wenzel, Sr. to Serve as Interim Principal Accounting Officer
The company said Brian J. Wenzel, Sr., Executive Vice President and Chief Financial Officer, will serve as interim principal accounting officer through July 31, 2024, effective with Mr. Melito's retirement. It said Mr. Wenzel will receive no additional compensation or equity awards for this interim role.
Source · Based on the filing body and exhibits
Amy Tiliakos Appointed; Background
The company said it appointed Amy Tiliakos (42) as Senior Vice President, Chief Accounting Officer and Controller on June 28, 2024, effective August 1, 2024. It said she has been with American Express Company since 2013 and served as U.S. Regulatory Reporting Vice President from 2023 to 2024.
Source · Based on the filing body and exhibits
Tiliakos Compensation Structure and No Related Interests
The company said Ms. Tiliakos will receive an annual base salary and be eligible for incentive compensation under the Company's 2024 Long-Term Incentive Plan and Annual Incentive Plan, as well as cash and equity sign-on awards to offset compensation forfeited at her prior employer. It said there are no arrangements or understandings related to her appointment and no transactions requiring disclosure under Item 404(a) of Regulation S-K.
Source · Based on the filing body and exhibits
AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.
Original filing
The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.
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