Ameriprise executive exercises options, sells shares
Ameriprise Financial executive William Jerryl Williams, President, Wealth Management Advisor Group, exercised 14,582 employee stock options on July 27–28, 2026, acquiring the same number of common shares at exercise prices of $165.41 and $126.89 per share.
Rhea-AI Filing Summary
Ameriprise Financial executive William Jerryl Williams, President, Wealth Management Advisor Group, exercised 14,582 employee stock options on July 27–28, 2026, acquiring the same number of common shares at exercise prices of $165.41 and $126.89 per share.
He then disposed of common stock, including 16,104 shares sold in open‑market transactions and 8,971 shares delivered or withheld to pay option exercise price or related tax liabilities.
Positive
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Negative
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Insights
Analyzing...
Insider Trade Summary
Exercise and sale activity reported; no spread calculated
Exercise and Sale
11 txns
Insider
Williams William Jerryl
Role
Pres, Wealth Mgmt Advisor Grp
Sold
16,104 shs ($8.67M)
Approx. gross sale proceeds
$8.67M
Approx. exercise cost
$2.27M
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Employee Stock Option (right to buy) F4 | 10,948 | $0.00 | $0.00 |
| Exercise | Common Stock | 10,948 | $165.41 | $1.81M |
| Exercise Price or Tax Liability | Common Stock | 6,840 | $538.01 | $3.68M |
| Sale | Common Stock | 4,102 | $538.23 | $2.21M |
| Sale | Common Stock F3 | 3,200 | $540.069 | $1.73M |
| Sale | Common Stock | 908 | $541.90 | $492K |
| Exercise | Employee Stock Option (right to buy) F4 | 3,634 | $0.00 | $0.00 |
| Exercise | Common Stock | 3,634 | $126.89 | $461K |
| Exercise Price or Tax Liability | Common Stock | 2,131 | $537.075 | $1.14M |
| Sale | Common Stock F1 | 7,888 | $537.0762 | $4.24M |
| Sale | Common Stock F2 | 6 | $537.6067 | $3K |
Holdings After Transaction:
Employee Stock Option (right to buy) — 2,532 contracts (Direct);
Common Stock — 6,779.926 shares (Direct)
Footnotes (4)
- F1. Reflects the weighted average price of 7,888 shares of common stock of Ameriprise Financial, Inc. sold by the reporting person in multiple transactions on July 27, 2026 with sale prices ranging from $536.48 to $537.47 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price.
- F2. Reflects the weighted average price of 6 shares of common stock of Ameriprise Financial, Inc. sold by the reporting person in multiple transactions on July 27, 2026 with sale prices ranging from $537.54 to $537.62 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price.
- F3. Reflects the weighted average price of 3,200 shares of common stock of Ameriprise Financial, Inc. sold by the reporting person in multiple transactions on July 28, 2026 with sale prices ranging from $539.57 to $540.498 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price.
- F4. Fully vested.
Key Figures
Options Exercised: 14,582 shares
Options at $165.41: 10,948 shares
Options at $126.89: 3,634 shares
+3 more
6 metrics
Options Exercised
14,582 shares
Employee stock options converted to common stock on July 27–28, 2026
Options at $165.41
10,948 shares
Employee stock options exercised at $165.41 per share into common stock
Options at $126.89
3,634 shares
Employee stock options exercised at $126.89 per share into common stock
Shares Sold
16,104 shares
Ameriprise common stock sold in open‑market transactions on July 27–28, 2026
Shares Withheld for Exercise/Taxes
8,971 shares
Shares delivered or withheld to pay option exercise price or tax liability (code F)
Weighted Avg Sale Example
$537.0762 per share
Weighted average price for 7,888 shares sold on July 27, 2026, with prices from $536.48 to $537.47
Key Terms
Employee Stock Option (right to buy), Exercise or conversion of derivative security, Payment of exercise price or tax liability, weighted average price
4 terms
Employee Stock Option (right to buy) financial
"security_title: Employee Stock Option (right to buy)"
Exercise or conversion of derivative security financial
"transaction_code_description: Exercise or conversion of derivative security"
Payment of exercise price or tax liability financial
"transaction_code_description: Payment of exercise price or tax liability by delivering or withholding securities"
weighted average price financial
"Reflects the weighted average price of 7,888 shares of common stock"
Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transactions did Ameriprise (AMP) executive William Jerryl Williams report?
He reported exercising 14,582 employee stock options and acquiring the same number of Ameriprise common shares, then disposing of 16,104 shares through open‑market sales and 8,971 shares delivered or withheld to cover option exercise price or tax obligations.
How many Ameriprise (AMP) options did William Jerryl Williams exercise and at what prices?
He exercised 14,582 employee stock options in total, including 10,948 options at $165.41 per share and 3,634 options at $126.89 per share, converting them into an equal number of Ameriprise Financial common shares.
Were the Ameriprise (AMP) insider sales by William Jerryl Williams under a Rule 10b5-1 plan?
The Form 4’s Rule 10b5‑1 checkbox is not marked as a plan transaction, and the footnotes describe pricing details and vesting status but do not state that these option exercises or stock sales occurred under a pre‑arranged trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
