Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERIPRISE FINANCIAL INCAMP · Entity 3035 | Director | April 29, 2026 | May 01, 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 April 29, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock (Annual)SEC Table II · derivative / convertible security | Direct | 13,122.6137 |
Reported balance
After 2026-04-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-29 · Grant · Acquired 441.7518 · Balance 13,122.6137 F1: Each share of phantom stock represents the right to receive one share of Ameriprise Financial, Inc. common stock. F2: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock represents the right to receive one share of Ameriprise Financial, Inc. common stock.
F2: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs.
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 |
|---|---|---|---|---|---|---|
| April 29, 2026 Filed May 1, 2026 22:13 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | GrantPhantom Stock (Annual) · Derivative | 441.7518 | $0.00 | $0.00 |
DisclosureSEC source: 0001325475-26-000002 · form4-05012026_100524.xml · derivative · entry 1 DiGeso Amy · CIK 0001325475 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,122.6137 Underlying: Common Stock · 441.7518 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Ameriprise Financial, Inc. common stock. F2 · derivative.exercise_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. F2 · derivative.expiration_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. Read SEC document |
| April 30, 2025 Filed May 2, 2025 21:30 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | GrantPhantom Stock (Annual) · Derivative | 445.8409 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-011842 · form4-05022025_090510.xml · derivative · entry 1 DiGeso Amy · CIK 0001325475 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,514.6185 Underlying: Common Stock · 445.8409 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Ameriprise Financial, Inc. common stock. F2 · derivative.exercise_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. F2 · derivative.expiration_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. Read SEC document |
| April 24, 2024 Filed Apr 26, 2024 23:05 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | GrantPhantom Stock (Annual) · Derivative | 460.2044 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-011623 · form4-04262024_110434.xml · derivative · entry 1 DiGeso Amy · CIK 0001325475 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,922.3519 Underlying: Common Stock · 460.2044 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Ameriprise Financial, Inc. common stock. F2 · derivative.exercise_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. F2 · derivative.expiration_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. Read SEC document |
| April 26, 2023 Filed Apr 28, 2023 20:08 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | GrantPhantom Stock (Annual) · Derivative | 649.5504 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-006995 · form4-04282023_080454.xml · derivative · entry 1 DiGeso Amy · CIK 0001325475 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,284.076 Underlying: Common Stock · 649.5504 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Ameriprise Financial, Inc. common stock. F2 · derivative.exercise_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. F2 · derivative.expiration_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. Read SEC document |
| April 27, 2022 Filed Apr 29, 2022 22:30 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | GrantPhantom Stock (Annual) · Derivative | 713.7222 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-004400 · form4-04292022_030401.xml · derivative · entry 1 DiGeso Amy · CIK 0001325475 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,458.5525 Underlying: Common Stock · 713.7222 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Ameriprise Financial, Inc. common stock. F2 · derivative.exercise_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. F2 · derivative.expiration_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. Read SEC document |
| April 28, 2021 Filed Apr 30, 2021 22:02 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | GrantPhantom Stock (Annual) · Derivative | 584.5219 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-004734 · edgar.xml · derivative · entry 1 DiGeso Amy · CIK 0001325475 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,587.5459 Underlying: Common Stock · 584.5219 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Ameriprise Financial, Inc. common stock. F2 · derivative.exercise_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. F2 · derivative.expiration_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. Read SEC document |
| April 29, 2020 Filed May 1, 2020 23:34 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | GrantPhantom Stock (Annual) · Derivative | 1,270.971 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-005398 · edgar.xml · derivative · entry 1 DiGeso Amy · CIK 0001325475 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,784.5754 Underlying: Common Stock · 1,270.971 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Ameriprise Financial, Inc. common stock. F2 · derivative.exercise_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. F2 · derivative.expiration_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. Read SEC document |
| April 24, 2019 Filed Apr 26, 2019 21:22 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | GrantPhantom Stock (Annual) · Derivative | 1,041.6667 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-005228 · edgar.xml · derivative · entry 1 DiGeso Amy · CIK 0001325475 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,311.6171 Underlying: Common Stock · 1,041.6667 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Ameriprise Financial, Inc. common stock. F2 · derivative.exercise_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. F2 · derivative.expiration_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 22:28 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | GrantPhantom Stock (Annual) · Derivative | 1,060.5204 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-005936 · edgar.xml · derivative · entry 1 DiGeso Amy · CIK 0001325475 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,104.7805 Underlying: Common Stock · 1,060.5204 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Ameriprise Financial, Inc. common stock. F2 · derivative.exercise_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. F2 · derivative.expiration_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. Read SEC document |
| February 05, 2018 Filed Mar 15, 2018 21:08 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | GiftCommon Stock | 53 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-004386 · edgar.xml · nonDerivative · entry 1 DiGeso Amy · CIK 0001325475 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156 Read SEC document |
| April 26, 2017 Filed Apr 28, 2017 20:26 UTC | AMERIPRISE FINANCIAL INC AMP · Entity 3035 | GrantPhantom Stock (Annual) · Derivative | 1,162.7907 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-006273 · edgar.xml · derivative · entry 1 DiGeso Amy · CIK 0001325475 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,929.2789 Underlying: Common Stock · 1,162.7907 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Ameriprise Financial, Inc. common stock. F2 · derivative.exercise_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. F2 · derivative.expiration_date: Upon ceasing to be a non-employee director of Ameriprise Financial, Inc., the reporting director will receive common stock of Ameriprise Financial, Inc. in settlement of the reporting director's deferred share units on a one-for-one basis in a lump sum at the end of the quarter immediately following the quarter in which the reporting director's termination of service on the Board of Directors occurs. 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.