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Berman Walter Stanley's Form 4 filing

Ameriprise Financial Inc (AMP) · filed Aug 8, 2023

Accession no.
0001415889-23-011940
Filed
Aug 8, 2023
Trade date
Aug 4, 2023
Filing delay
4 days
Rule 10b5-1 plan
Not checked

This filing lists 5 non-derivative transactions and 2 derivative transactions. Open-market sales total $4.58M. It was filed 4 days after the trade.

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
Berman Walter StanleyCIK 0001335761Officer (EXECUTIVE VP AND CFO)

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
Aug 4, 2023Common StockMOption exerciseAcquired+15,000$179.84+$2,697,60029,360Direct
Aug 4, 2023Common StockMOption exerciseAcquired+10,025$126.89+$1,272,072.2539,385Direct
Aug 4, 2023Common StockFTax withholdingDisposed−18,295$352.08−$6,441,303.621,090Direct
Aug 4, 2023Common StockSSaleDisposed−6,730$350.95−$2,361,893.514,360Direct
Aug 4, 2023Common StockSSaleDisposed−6,312$352.19−$2,223,023.288,048Direct

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
Aug 4, 2023Common StockMOption exerciseDisposed−15,000$0.00$025,382Direct
Aug 4, 2023Common StockMOption exerciseDisposed−10,025$0.00$00Direct

Footnotes

Livermore does not store Form 4 footnotes. For price ranges, how indirect holdings are held and trading plan details, read the original on SEC EDGAR.

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