Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALLIANCEBERNSTEIN HOLDING L.P.AB · Entity 4151 | Chief Accounting Officer | December 10, 2025 | December 12, 2025 |
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.
ALLIANCEBERNSTEIN HOLDING L.P.
Report date December 10, 2025 · Filed December 12, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| AB Holding UnitsSEC Table I · non-derivative | Indirectby rabbi trust under employee incentive comp award program | 7,903 |
Reported balance
After 2025-12-10 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2025-12-10 · Grant · Acquired 517 · Balance 7,903 F1: Units representing assignments of beneficial ownership of limited partnership interests in AllianceBernstein Holding L.P. ("AB Holding Units"). F2: 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 517 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. F3: 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). |
Filing footnotes · ownership attribution and instrument terms
F1: Units representing assignments of beneficial ownership of limited partnership interests in AllianceBernstein Holding L.P. ("AB Holding Units").
F2: 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 517 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.
F3: 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).
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 |
|---|---|---|---|---|---|---|
| December 10, 2025 Filed Dec 12, 2025 21:08 UTC | ALLIANCEBERNSTEIN HOLDING L.P. AB · Entity 4151 | GrantAB Holding Units | 517 | $41.11 | $21,253.87 |
DisclosureSEC source: 0002062627-25-000011 · wk-form4_1765573710.xml · nonDerivative · entry 1 Luckey Alexis · CIK 0002062627 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Indirect · by rabbi trust under employee incentive comp award program Disclosed balance after: 7,903 F1 · security: Units representing assignments of beneficial ownership of limited partnership interests in AllianceBernstein Holding L.P. ("AB Holding Units"). F2 · shares: 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 517 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. F3 · price: 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). 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.