person · Reporting owner
Williams William Jerryl
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERIPRISE FINANCIAL INCAMP · Entity 3035 | Pres, Wealth Mgmt Advisor Grp | July 27, 2026 | July 29, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
AMERIPRISE FINANCIAL INC
Report date July 27, 2026 · Filed July 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,779.926 |
Ending reported balance
After 2026-07-28 transaction · row 9
9 source rows · reconciled sequenceRow 1 · 2026-07-27 · Exercise / conversion · Acquired 3,634 · Balance 20,906.926 Row 2 · 2026-07-27 · Tax withholding · Disposed 2,131 · Balance 18,775.926 Row 3 · 2026-07-27 · Sale · Disposed 7,888 · Balance 10,887.926 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. Row 4 · 2026-07-27 · Sale · Disposed 6 · Balance 10,881.926 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. Row 5 · 2026-07-28 · Exercise / conversion · Acquired 10,948 · Balance 21,829.926 Row 6 · 2026-07-28 · Tax withholding · Disposed 6,840 · Balance 14,989.926 Row 7 · 2026-07-28 · Sale · Disposed 4,102 · Balance 10,887.926 Row 8 · 2026-07-28 · Sale · Disposed 3,200 · Balance 7,687.926 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. Row 9 · 2026-07-28 · Sale · Disposed 908 · Balance 6,779.926 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $126.89 · Expires 2029-02-01 | Direct | 0 |
Reported balance
After 2026-07-27 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-07-27 · Exercise / conversion · Disposed 3,634 · Balance 0 F4: Fully vested. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $165.41 · Expires 2030-01-31 | Direct | 2,532 |
Reported balance
After 2026-07-28 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-07-28 · Exercise / conversion · Disposed 10,948 · Balance 2,532 F4: Fully vested. |
Filing footnotes · ownership attribution and instrument terms
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.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 28, 2026 Filed Jul 29, 2026 20:41 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 10,948 | $0.00 Strike: $165.41 | $0.00 |
DisclosureSEC source: 0001724756-26-000012 · form4-07292026_080730.xml · derivative · entry 11 Williams William Jerryl · CIK 0001724756 · Pres, Wealth Mgmt Advisor Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,532 Underlying: Common Stock · 10,948 shares Expires 2030-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Fully vested. Read SEC document |
| July 28, 2026 Filed Jul 29, 2026 20:41 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | SaleCommon Stock | 908 | $541.90 | $492,045.20 |
DisclosureSEC source: 0001724756-26-000012 · form4-07292026_080730.xml · nonDerivative · entry 9 Williams William Jerryl · CIK 0001724756 · Pres, Wealth Mgmt Advisor Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,779.926 Read SEC document |
| July 28, 2026 Filed Jul 29, 2026 20:41 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | SaleCommon Stock | 3,200 | $540.07 | $1,728,220.80 |
DisclosureSEC source: 0001724756-26-000012 · form4-07292026_080730.xml · nonDerivative · entry 8 Williams William Jerryl · CIK 0001724756 · Pres, Wealth Mgmt Advisor Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,687.926 F3 · price: 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. Read SEC document |
| July 28, 2026 Filed Jul 29, 2026 20:41 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | SaleCommon Stock | 4,102 | $538.23 | $2,207,819.46 |
DisclosureSEC source: 0001724756-26-000012 · form4-07292026_080730.xml · nonDerivative · entry 7 Williams William Jerryl · CIK 0001724756 · Pres, Wealth Mgmt Advisor Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,887.926 Read SEC document |
| July 28, 2026 Filed Jul 29, 2026 20:41 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | Tax withholdingCommon Stock | 6,840 | $538.01 | $3,679,988.40 |
DisclosureSEC source: 0001724756-26-000012 · form4-07292026_080730.xml · nonDerivative · entry 6 Williams William Jerryl · CIK 0001724756 · Pres, Wealth Mgmt Advisor Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,989.926 Read SEC document |
| July 28, 2026 Filed Jul 29, 2026 20:41 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | Exercise / conversionCommon Stock | 10,948 | $165.41 | $1,810,908.68 |
DisclosureSEC source: 0001724756-26-000012 · form4-07292026_080730.xml · nonDerivative · entry 5 Williams William Jerryl · CIK 0001724756 · Pres, Wealth Mgmt Advisor Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,829.926 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 27, 2026 Filed Jul 29, 2026 20:41 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,634 | $0.00 Strike: $126.89 | $0.00 |
DisclosureSEC source: 0001724756-26-000012 · form4-07292026_080730.xml · derivative · entry 10 Williams William Jerryl · CIK 0001724756 · Pres, Wealth Mgmt Advisor Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,634 shares Expires 2029-02-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Fully vested. Read SEC document |
| July 27, 2026 Filed Jul 29, 2026 20:41 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | SaleCommon Stock | 6 | $537.61 | $3,225.64 |
DisclosureSEC source: 0001724756-26-000012 · form4-07292026_080730.xml · nonDerivative · entry 4 Williams William Jerryl · CIK 0001724756 · Pres, Wealth Mgmt Advisor Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,881.926 F2 · price: 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. Read SEC document |
| July 27, 2026 Filed Jul 29, 2026 20:41 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | SaleCommon Stock | 7,888 | $537.08 | $4,236,457.07 |
DisclosureSEC source: 0001724756-26-000012 · form4-07292026_080730.xml · nonDerivative · entry 3 Williams William Jerryl · CIK 0001724756 · Pres, Wealth Mgmt Advisor Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,887.926 F1 · price: 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. Read SEC document |
| July 27, 2026 Filed Jul 29, 2026 20:41 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | Tax withholdingCommon Stock | 2,131 | $537.08 | $1,144,506.83 |
DisclosureSEC source: 0001724756-26-000012 · form4-07292026_080730.xml · nonDerivative · entry 2 Williams William Jerryl · CIK 0001724756 · Pres, Wealth Mgmt Advisor Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,775.926 Read SEC document |
| July 27, 2026 Filed Jul 29, 2026 20:41 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | Exercise / conversionCommon Stock | 3,634 | $126.89 | $461,118.26 |
DisclosureSEC source: 0001724756-26-000012 · form4-07292026_080730.xml · nonDerivative · entry 1 Williams William Jerryl · CIK 0001724756 · Pres, Wealth Mgmt Advisor Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,906.926 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 09, 2026 Filed Jul 13, 2026 23:45 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | Exercise / conversionPhantom Stock · Derivative | 53.9843 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001724756-26-000007 · form4-07132026_110738.xml · derivative · entry 3 Williams William Jerryl · CIK 0001724756 · Pres, Wealth Mgmt Advisor Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,061.4331 Underlying: Common Stock · 53.9843 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Ameriprise Financial, Inc. common stock. F1 · price: Each share of phantom stock represents the right to receive one share of Ameriprise Financial, Inc. common stock. F2 · derivative.exercise_date: Shares of phantom stock are payable in shares of Ameriprise common stock following termination of employment or during a specified future year in accordance with The Ameriprise Financial Deferred Compensation Plan. F2 · derivative.expiration_date: Shares of phantom stock are payable in shares of Ameriprise common stock following termination of employment or during a specified future year in accordance with The Ameriprise Financial Deferred Compensation Plan. Read SEC document |
| July 09, 2026 Filed Jul 13, 2026 23:45 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | Tax withholdingCommon Stock | 23.9843 | $500.16 | $11,995.99 |
DisclosureSEC source: 0001724756-26-000007 · form4-07132026_110738.xml · nonDerivative · entry 2 Williams William Jerryl · CIK 0001724756 · Pres, Wealth Mgmt Advisor Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,272.926 Read SEC document |
| July 09, 2026 Filed Jul 13, 2026 23:45 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | Exercise / conversionCommon Stock | 53.9843 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001724756-26-000007 · form4-07132026_110738.xml · nonDerivative · entry 1 Williams William Jerryl · CIK 0001724756 · Pres, Wealth Mgmt Advisor Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,296.9103 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each share of phantom stock represents the right to receive one share of Ameriprise Financial, Inc. common stock. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 22:13 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | Tax withholdingCommon Stock | 200 | $160.56 | $32,112.00 |
DisclosureSEC source: 0001179110-18-001837 · edgar.xml · nonDerivative · entry 1 Williams William Jerryl · CIK 0001724756 · EVP, AMP Franchise Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,804 Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 22:04 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | GrantPhantom Stock · Derivative | 434.0299 | $167.50 | $72,700.01 |
DisclosureSEC source: 0001179110-18-001657 · edgar.xml · derivative · entry 3 Williams William Jerryl · CIK 0001724756 · EVP, AMP Franchise Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,104.3767 Underlying: Common Stock · 434.0299 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Ameriprise Financial, Inc. common stock. F3 · derivative.exercise_date: Shares of phantom stock are payable in shares of Ameriprise common stock following termination of employment or during a specified future year in accordance with The Ameriprise Financial Deferred Compensation Plan. F3 · derivative.expiration_date: Shares of phantom stock are payable in shares of Ameriprise common stock following termination of employment or during a specified future year in accordance with The Ameriprise Financial Deferred Compensation Plan. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 22:04 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | Tax withholdingCommon Stock | 178 | $167.50 | $29,815.00 |
DisclosureSEC source: 0001179110-18-001657 · edgar.xml · nonDerivative · entry 1 Williams William Jerryl · CIK 0001724756 · EVP, AMP Franchise Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,004 Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 22:00 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | Tax withholdingCommon Stock | 298 | $171.08 | $50,981.84 |
DisclosureSEC source: 0001179110-18-001541 · edgar.xml · nonDerivative · entry 1 Williams William Jerryl · CIK 0001724756 · EVP, AMP Franchise Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,182 Read SEC document |
| January 26, 2018 Filed Jan 30, 2018 21:21 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | GrantEmployee Stock Option (right to buy) · Derivative | 15,564 | $0.00 Strike: $179.84 | $0.00 |
DisclosureSEC source: 0001179110-18-001248 · edgar.xml · derivative · entry 3 Williams William Jerryl · CIK 0001724756 · EVP, AMP Franchise Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,564 Underlying: Common Stock · 15,564 shares Expires 2028-01-26 F3 · derivative.exercise_date: One-third of the options vest after one year; one-third of the options vest after two years and the final options vest three years from January 26, 2018. Read SEC document |
| January 26, 2018 Filed Jan 30, 2018 21:21 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | GrantCommon Stock | 3,030 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001248 · edgar.xml · nonDerivative · entry 1 Williams William Jerryl · CIK 0001724756 · EVP, AMP Franchise Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,480 F1 · shares: Restricted stock award, granted under the Ameriprise Financial 2005 Incentive Compensation Plan, will vest in three equal installments on January 26, 2019, January 26, 2020, and January 26, 2021. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.