AllianceBernstein (NYSE: AB) awards 11,554 units in 2025 long-term incentive
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
AllianceBernstein Holding L.P. reported an equity compensation grant to its Chief Accounting Officer on December 10, 2025. The officer received a long-term incentive award of 11,554 AB Holding Units, valued using the closing price of $41.11 per unit on that date. These units are held in a rabbi trust under the company’s incentive compensation award program until they vest and are delivered.
The award vests in three equal annual installments on December 1, 2026, 2027, and 2028, subject to agreements and covenants in the award documentation. Following this transaction, the officer beneficially owns 28,069 AB Holding Units, held indirectly through the rabbi trust.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
Simeone Thomas
Role
Chief Accounting Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | AB Holding Units | 11,554 | $41.11 | $475K |
Holdings After Transaction:
AB Holding Units — 28,069 shares (Indirect, through rabbi trust under employee incentive compensation award program)
Footnotes (1)
- Units representing assignments of beneficial ownership of limited partnership interests in AllianceBernstein Holding L.P. ("AB Holding Units"). Reporting Person's 2025 long-term incentive compensation award, which was approved by the Compensation and Workplace Practices Committee of the Board of Directors as of December 10, 2025, was made in the form of AB Holding Units. Reporting Person therefore may be deemed to have acquired 11,554 AB Holding Units. These AB Holding Units are held in a rabbi trust under AllianceBernstein's incentive compensation award program until they vest and are delivered to the Reporting Person. The award vests, subject to various agreements and covenants set forth in the applicable award agreement, in equal annual increments on each of December 1, 2026, 2027 and 2028. The closing price of an AB Holding Unit (NYSE: AB) on the date as of which the award was approved and valued (December 10, 2025).
FAQ
What insider transaction did AllianceBernstein (AB) report in this Form 4?
AllianceBernstein reported a long-term incentive equity award to its Chief Accounting Officer, consisting of 11,554 AB Holding Units granted on December 10, 2025.
How many AllianceBernstein (AB) units does the officer own after this transaction?
After the reported award, the Chief Accounting Officer beneficially owns 28,069 AB Holding Units, held indirectly through a rabbi trust under the incentive compensation program.
What is the vesting schedule for the 11,554 AB Holding Units granted?
The 11,554 AB Holding Units vest in three equal annual increments on December 1, 2026, December 1, 2027, and December 1, 2028, subject to the award agreement.
At what price were the AllianceBernstein (AB) units valued for this award?
The award was valued using the closing price of an AB Holding Unit of $41.11 on December 10, 2025, the date on which the award was approved and valued.
How is the AllianceBernstein (AB) equity award held until vesting?
The AB Holding Units are held in a rabbi trust under AllianceBernstein’s incentive compensation award program until they vest and are delivered to the officer.
What is the reporting person’s role at AllianceBernstein (AB)?
The reporting person in this Form 4 is an Officer of AllianceBernstein Holding L.P., serving as the company’s Chief Accounting Officer.