WILLIAMS WILLIAM JERRYL (Pres, Wealth Mgmt Advisor Grp) exercised options at AMERIPRISE FINANCIAL INC
Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.
M · 1 exercise
Filed: 7/13/2026ACC: 0001724756-26-000007
Officer· Pres, Wealth Mgmt Advisor Grp
Since Jun 2026
-23.98
Net shares
Net seller
$12.0K
Total sold
0
Open market trades
0B · 0S
3
Total transactions
53.98 acquired · 77.97 disposed
Non-Derivative Transactions2
Common Stock
Direct
Shares
+53.98
Price / share
—
Trade value
—
% of position
0.3%
7/9/2026
17.24K→17.30K
Common Stock
Direct
Shares
−23.98
Price / share
$500.16
Trade value
$12K
% of position
0.1%
7/9/2026
17.30K→17.27K
Total
Net shares
+30.00
Net value
-$12K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 7/9/2026 | M · Option Exercise | +53.98 | — | — | 0.3% | 17.24K | 17.30K |
| Common Stock Direct | 7/9/2026 | F · Tax Withholding | −23.98 | $500.16 | $12K | 0.1% | 17.30K | 17.27K |
| Total | +30.00 | -$12K | ||||||
Derivative Transactions1
Phantom Stock
Direct
Converts to
Common Stock
53.98 shares
Shares
−53.98
Strike price
Held after
15.06K
Exercisable
—
7/9/2026
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Phantom Stock Direct | Common Stock53.98 shares | 7/9/2026 | M · Option Exercise | −53.98 | — | 15.06K |