Form 4: Ameriprise Financial SVP and Controller, Dawn M. Brockman, Reports Acquisition of Phantom Stock

Sentiment:

SEC Form 4 Filing


Dawn M. Brockman, SVP and Controller of Ameriprise Financial, reports the acquisition of phantom stock units convertible to common stock.

Summary

  • On February 7, 2025, Dawn M. Brockman, SVP and Controller of Ameriprise Financial Inc., acquired 27.1536 units of phantom stock.
  • Each unit of phantom stock represents the right to receive one share of Ameriprise Financial, Inc. common stock.
  • These shares are payable in Ameriprise common stock following termination of employment or during a specified future year, as per The Ameriprise Financial Deferred Compensation Plan.
  • Following the transaction, Ms. Brockman directly owns 312.8211 shares of Ameriprise Financial common stock.

Sentiment

Score: 5

Explanation: The document is a neutral regulatory filing, reflecting standard executive compensation practices.

Future Outlook

The phantom stock is 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.

Industry Context

This Form 4 filing is a routine disclosure related to executive compensation and holdings, common in the financial services industry.

Key Dates

DateDescription
02/07/2025Date of transaction: Acquisition of phantom stock.
02/11/2025Date of report signature.

Keywords

Ameriprise Financial, Dawn M. Brockman, phantom stock, Form 4, beneficial ownership, AMP

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