STOCK TITAN

Ameriprise Financial (NYSE: AMP) exec sells 16,104 shares after exercising 14,582 options

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(Very Negative)
Form Type
4

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.

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Insights

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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 shares (Direct); Common Stock — 6,779.926 shares (Direct)
Footnotes (4)
  1. 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.
  2. 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.
  3. 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.
  4. F4. Fully vested.
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
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.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

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.

How many Ameriprise (AMP) shares did William Jerryl Williams sell in the reported period?

He sold 16,104 shares of Ameriprise common stock in multiple open‑market transactions on July 27–28, 2026, at prices detailed as weighted averages and price ranges in the transaction table and accompanying footnotes.

What portion of William Jerryl Williams’ Ameriprise (AMP) shares was used for taxes or exercise costs?

He had 8,971 shares of Ameriprise common stock delivered or withheld as part of transactions coded F, described as payment of exercise price or tax liability by delivering or withholding securities in connection with his option exercises.

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.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Williams William Jerryl

(Last)(First)(Middle)
1098 AMERIPRISE FINANCIAL CENTER

(Street)
MINNEAPOLIS MINNESOTA 55474

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
AMERIPRISE FINANCIAL INC [ AMP ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Pres, Wealth Mgmt Advisor Grp
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/27/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock07/27/2026M3,634A$126.8920,906.926D
Common Stock07/27/2026F2,131D$537.07518,775.926D
Common Stock07/27/2026S7,888D$537.0762(1)10,887.926D
Common Stock07/27/2026S6D$537.6067(2)10,881.926D
Common Stock07/28/2026M10,948A$165.4121,829.926D
Common Stock07/28/2026F6,840D$538.0114,989.926D
Common Stock07/28/2026S4,102D$538.2310,887.926D
Common Stock07/28/2026S3,200D$540.069(3)7,687.926D
Common Stock07/28/2026S908D$541.96,779.926D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Employee Stock Option (right to buy)$126.8907/27/2026M3,634 (4)02/01/2029Common Stock3,634$00D
Employee Stock Option (right to buy)$165.4107/28/2026M10,948 (4)01/31/2030Common Stock10,948$02,532D
Explanation of Responses:
1. 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.
2. 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.
3. 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.
4. Fully vested.
/s/ Wendy B. Mahling for William J. Williams07/29/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)