Form 4: Ameriprise Financial Executive William F. Truscott Reports Charitable Gift and Ownership Correction
SEC Form 4 Filing
William F. Truscott, CEO of Global Asset Management at Ameriprise Financial, reports a charitable gift of shares and a correction to previously reported ownership.
Summary
- On February 7, 2018, William F. Truscott, CEO of Global Asset Management at Ameriprise Financial, made an in-kind charitable gift of 2,400 shares of Ameriprise Financial stock.
- Following a reconciliation of ownership records, the reported number of shares held was corrected.
- Truscott directly owns 4,822 shares of Ameriprise Financial stock.
- Truscott indirectly owns 10,761 shares through an LLC.
- Truscott indirectly owns an estimated 303.64 shares through the Ameriprise Financial 401(k) plan as of February 6, 2025.
Sentiment
Score: 5
Explanation: The document is a standard regulatory filing, and the events described (charitable gift, ownership correction) do not inherently indicate positive or negative sentiment.
Industry Context
Form 4 filings are standard practice for reporting changes in beneficial ownership by company insiders, providing transparency to investors.
Key Dates
| Date | Description |
|---|---|
| 02/07/2018 | Date of charitable gift of Ameriprise Financial, Inc. shares. |
| 02/06/2025 | Date of estimate of shares held in the Ameriprise Financial Stock Fund under the Ameriprise Financial 401(k) plan. |
| 03/19/2025 | Date of signature for the Form 4 filing. |
Keywords
Ameriprise Financial, William F. Truscott, Form 4, Beneficial Ownership, Charitable Gift, Stock Ownership, AMP, SEC Filing
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