Smart Money · Holder IQ
Below median holder quality (percentile 44.7 this quarter). Holder trend is not available.
Financial Services • Asset Management
Reading stored signals…
Per-share book value with reinvested dividends, and the steadiness of its 40-quarter trend.
As of · Window to
Grade withheld by the published method. This is not a zero or a poor-quality verdict.
The compounder rule requires a top-decile composite, positive slope and no detected decline in the tangible-book eligible pool. Total-common-book fallback rows cannot qualify. Decline means the 90% interval for recent / whole-window slope lies below 1.
Source: SEC first-filed XBRL. Midas Edge API’s published Green Compounders method uses only filings public by the as-of date, split-adjusted shares and the original filed values. Restatements do not replace them. Issuer pools and entity types reflect the SEC submissions captured for this run, not historical classifications at each as-of date.
The primary form fits log book value with reinvested dividends against time. The method checks the starting book and market-cap floors and excludes identified non-reliance/enforcement windows. Its cohort is fixed at capture time, so historical percentiles have capture and survival limits. It does not check audit-opinion going-concern text. This grade is separate from InsiderIQ, HolderIQ and NetCredibility.
Input filings (42 in this window): 0000820027-16-000168; 0000820027-16-000225; 0000820027-16-000237. The links show up to three of the input filings.
Method notes: An additional method qualification is recorded in the publication receipt. Going-concern audit wording was not evaluated. An additional method qualification is recorded in the publication receipt. No preferred-equity fact was filed; the method used zero. Enforcement findings use records naming the issuer. Some quarters use weighted-average shares.
The people behind a company influence capital allocation and controls. This published research measures graph connections to people with admitted adjudications (RED), and to repeat value creators or stewards of qualifying compounders and long-term shareholder-return leaders (GREEN). Connections alone do not establish conduct. These measures are separate from insider trading performance and Company Quality Grade.
Reporting owners who filed from after Oct 9, 2025 through Oct 9, 2026: a 12-month window ending at the publication date. This can include former officers and directors; it is not a verified roster of today's employees.
0 outside the population; 19 population members without a calibrated score. These are issuer-wide counts, not counts of the preview below. Neither state is a favorable or adverse finding.
When calibrated measures are published, RED and GREEN are separately calibrated graph proximities. NetCredibility is GREEN minus RED, on a −1 to 1 scale, not a probability or expected return. Both poles and their published intervals stay visible. A positive net does not erase an admitted finding.
Link an account to see your stake, watchlist and past holdings. Use the cited filings to check who was reporting a role and review the published evidence alongside your investment thesis. A gap calls for checking the underlying record; it does not tell you to increase or reduce a holding.
Showing 8 of 19 reporting owners, ordered by filed role and name, not by score. This preview is not an issuer score or a comparison with other companies.
PRESIDENT-INSURANCE&ANNUITIES — as filed
No calibrated score published
The publication withholds a net score. Its stated reason is available in the source details.
No admitted adjudication is listed for this person in this publication.
Read the 4 filed Feb 11, 2026EXECUTIVE VP AND CFO — as filed
No calibrated score published
The publication withholds a net score. Its stated reason is available in the source details.
No admitted adjudication is listed for this person in this publication.
Read the 4 filed Jul 30, 2026SVP AND CONTROLLER — as filed
No calibrated score published
The publication withholds a net score. Its stated reason is available in the source details.
No admitted adjudication is listed for this person in this publication.
Read the 4 filed Aug 12, 2026Director — as filed
No calibrated score published
The publication withholds a net score. Its stated reason is available in the source details.
No admitted adjudication is listed for this person in this publication.
Read the 4 filed May 1, 2026CHAIRMAN AND CEO · Director — as filed
No calibrated score published
The publication withholds a net score. Its stated reason is available in the source details.
No admitted adjudication is listed for this person in this publication.
Read the 4 filed Jul 30, 2026EXECUTIVE VP, GLOBAL CIO — as filed
No calibrated score published
The publication withholds a net score. Its stated reason is available in the source details.
No admitted adjudication is listed for this person in this publication.
Read the 4 filed Feb 3, 2026Director — as filed
No calibrated score published
The publication withholds a net score. Its stated reason is available in the source details.
No admitted adjudication is listed for this person in this publication.
Read the 4 filed May 1, 2026Exec VP of Human Resources — as filed
No calibrated score published
The publication withholds a net score. Its stated reason is available in the source details.
No admitted adjudication is listed for this person in this publication.
Read the 4 filed Jul 13, 2026Admitted findings are published guilty pleas, convictions and litigated SEC judgments or orders. Settlements and pending cases are not findings in this classification. “No admitted adjudication” is not a clearance or a complete regulatory-history search.
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
No directional recent-activity label is available. This context label is separate from the scored insider signal read.
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Trailing twelve-month statements · as of Nov 11, 2026
End-of-day close from stored market data, not a live quote.
Ameriprise Financial, Inc., together with its subsidiaries, operates as a diversified financial services company in the United States and internationally. The company offers financial planning and advice services to individual and institutional clients. It operates through Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, Corporate & Other segments.
The Advice & Wealth Management segment provides financial planning and advice; brokerage products and services for retail and institutional clients; discretionary and non-discretionary investment advisory accounts; mutual funds; insurance and annuities products; cash management and banking products; and face-amount certificates. The Asset Management segment offers investment management, advice, and products to retail, high net worth, and institutional clients through third-party financial institutions, advisor network, direct retail, and its institutional sales force under the Columbia Threadneedle Investments brand name. Its products include U.S. mutual funds and their non-U.S. equivalents, exchange-traded funds, variable product funds underlying insurance, and annuity separate accounts; and institutional asset management products, such as traditional asset classes, separately managed accounts, individually managed accounts, collateralized loan obligations, hedge funds, collective funds, and property and infrastructure funds. The Retirement & Protection Solutions segment provides variable annuity products, as well as life and disability income insurance products to retail clients. Ameriprise Financial, Inc. was formerly known as American Express Financial Corporation and changed its name to Ameriprise Financial, Inc. in September 2005. The company was founded in 1894 and is based in Minneapolis, Minnesota.
Company profile stored Nov 2, 2026.
The last 8 fiscal quarters from the latest stored normalized financial statements. These may include restatements. Year over year compares the same quarter a year earlier. Gross margin and operating income are not shown for a bank or insurer.
| Quarter | Revenue | YoY | Net income |
|---|---|---|---|
| Sep 2026filed Oct 30, 2026 | $5.1B | +5.0% | $1.1B |
| Jun 2026filed Aug 4, 2026 | $5.0B | +14.6% | $1.1B |
| Mar 2026filed May 7, 2026 | $4.9B | +12.2% | $915.0M |
| Dec 2025filed Feb 19, 2026 | $5.0B | +12.2% | $1.0B |
| Sep 2025filed Oct 31, 2025 | $4.9B | +10.8% | $912.0M |
| Jun 2025filed Aug 5, 2025 | $4.4B | +3.7% | $1.1B |
| Mar 2025filed May 2, 2025 | $4.4B | +5.0% | $583.0M |
| Dec 2024filed Feb 20, 2025 | $4.5B | +7.5% | $1.1B |
This operating-company comparison is not shown for a bank or insurer. Their funding and liquidity need a different interpretation; this is not a zero-debt verdict.
| Fiscal year | Revenue | YoY | Net income |
|---|---|---|---|
| Dec 2025filed Feb 19, 2026 | $18.9B | +9.5% | $3.6B |
| Dec 2024filed Feb 20, 2025 | $17.3B | +11.1% | $3.4B |
| Dec 2023filed Feb 22, 2024 | $15.5B | +9.0% | $2.6B |
| Dec 2022filed Feb 23, 2023 | $14.3B | +6.6% | $3.1B |
| Dec 2021filed Feb 25, 2022 | $13.4B | +12.4% | $3.4B |
| Dec 2020filed Feb 24, 2021 | $11.9B | -8.8% | $1.5B |
Does profit turn into cash? Compare AMP’s accounting profit with operating cash flow and capital spending. Amounts are in USD.
This operating-company cash comparison is not shown for financial firms. Banking and insurance cash movements need a different interpretation; this is not a zero-cash-flow verdict.
Source: Annual financial statements, latest stored vendor-normalized figures. These may include restatements and may differ from the filer’s own XBRL. A filing date is not the knowledge date of this version of the values.
Free cash flow is the vendor’s reported figure, shown only when it agrees with operating cash flow less capital spending recorded as a positive outflow. It is not cash guaranteed for dividends or buybacks, and it does not subtract every financing obligation. Missing or sign-incompatible inputs are not filled in. An unlabelled currency is used only for a confirmed domestic USD filer. These are annual statements, not forecasts or an originally-filed history.
Reported short positions, stored float percentages and adjusted prices over the same period.
Shares short
Share of float
Adjusted close · USD
Settlement Oct 30, 2026
2,754,406 shares short
+129,345 shares (+4.9%) vs Oct 15, 2026
3.1% of the stored float. Published Nov 10, 2026.
Settlement Oct 15, 2026
2,625,061 shares short
+14,189 shares (+0.5%) vs Sep 30, 2026
3% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
2,610,872 shares short
-119,599 shares (-4.4%) vs Sep 15, 2026
3% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
2,730,471 shares short
-50,931 shares (-1.8%) vs Aug 31, 2026
Share of float unavailable. Published Sep 24, 2026.
Settlement Aug 31, 2026
2,781,402 shares short
+309,912 shares (+12.5%) vs Aug 14, 2026
Share of float unavailable. Published Sep 10, 2026.
Settlement Aug 14, 2026
2,471,490 shares short
-412,500 shares (-14.3%) vs Jul 31, 2026
Share of float unavailable. Published Aug 25, 2026.
Settlement Jul 31, 2026
2,883,990 shares short
-393,947 shares (-12%) vs Jul 15, 2026
Share of float unavailable. Published Aug 11, 2026.
Settlement Jul 15, 2026
3,277,937 shares short
-403,827 shares (-11%) vs Jun 30, 2026
Share of float unavailable. Published Jul 24, 2026.
Settlement Jun 30, 2026
3,681,764 shares short
-311,463 shares (-7.8%) vs Jun 15, 2026
Share of float unavailable. Published Jul 10, 2026.
Settlement Jun 15, 2026
3,993,227 shares short
-123,078 shares (-3%) vs May 29, 2026
Share of float unavailable. Published Jun 25, 2026.
Settlement May 29, 2026
4,116,305 shares short
+440,047 shares (+12%) vs May 15, 2026
Share of float unavailable. Published Jun 9, 2026.
Settlement May 15, 2026
3,676,258 shares short
+511,769 shares (+16.2%) vs Apr 30, 2026
Share of float unavailable. Published May 27, 2026.
Settlement Apr 30, 2026
3,164,489 shares short
+509,134 shares (+19.2%) vs Apr 15, 2026
3.5% of the stored float. Published May 11, 2026.
Settlement Apr 15, 2026
2,655,355 shares short
-125,940 shares (-4.5%) vs Mar 31, 2026
3% of the stored float. Published Apr 24, 2026.
Settlement Mar 31, 2026
2,781,295 shares short
-92,963 shares (-3.2%) vs Mar 13, 2026
3.1% of the stored float. Published Apr 10, 2026.
Settlement Mar 13, 2026
2,874,258 shares short
-458,865 shares (-13.8%) vs Feb 27, 2026
3.2% of the stored float. Published Mar 24, 2026.
Settlement Feb 27, 2026
3,333,123 shares short
+69,361 shares (+2.1%) vs Feb 13, 2026
3.7% of the stored float. Published Mar 10, 2026.
Settlement Feb 13, 2026
3,263,762 shares short
+337,221 shares (+11.5%) vs Jan 30, 2026
3.6% of the stored float. Published Feb 25, 2026.
Settlement Jan 30, 2026
2,926,541 shares short
+69,841 shares (+2.4%) vs Jan 15, 2026
3.3% of the stored float. Published Feb 10, 2026.
Settlement Jan 15, 2026
2,856,700 shares short
-33,363 shares (-1.2%) vs Dec 31, 2025
3.2% of the stored float. Published Jan 27, 2026.
Settlement Dec 31, 2025
2,890,063 shares short
-155,104 shares (-5.1%) vs Dec 15, 2025
3.2% of the stored float. Published Jan 12, 2026.
Settlement Dec 15, 2025
3,045,167 shares short
+368,381 shares (+13.8%) vs Nov 28, 2025
3.4% of the stored float. Published Dec 24, 2025.
Settlement Nov 28, 2025
2,676,786 shares short
-190,002 shares (-6.6%) vs Nov 14, 2025
3% of the stored float. Published Dec 9, 2025.
Settlement Nov 14, 2025
2,866,788 shares short
+666,220 shares (+30.3%) vs Oct 31, 2025
3.2% of the stored float. Published Nov 25, 2025.
Settlement Oct 31, 2025
2,200,568 shares short
-234,585 shares (-9.6%) vs Oct 15, 2025
2.5% of the stored float. Published Nov 11, 2025.
Settlement Oct 15, 2025
2,435,153 shares short
+212,930 shares (+9.6%) vs Sep 30, 2025
2.7% of the stored float. Published Oct 24, 2025.
Settlement Sep 30, 2025
2,222,223 shares short
-28,656 shares (-1.3%) vs Sep 15, 2025
2.5% of the stored float. Published Oct 9, 2025.
Settlement Sep 15, 2025
2,250,879 shares short
+157,120 shares (+7.5%) vs Aug 29, 2025
2.5% of the stored float. Published Sep 24, 2025.
Settlement Aug 29, 2025
2,093,759 shares short
+114,441 shares (+5.8%) vs Aug 15, 2025
2.3% of the stored float. Published Sep 10, 2025.
Settlement Aug 15, 2025
1,979,318 shares short
+64,350 shares (+3.4%) vs Jul 31, 2025
2.2% of the stored float. Published Aug 26, 2025.
Settlement Jul 31, 2025
1,914,968 shares short
+227,622 shares (+13.5%) vs Jul 15, 2025
2.1% of the stored float. Published Aug 11, 2025.
Settlement Jul 15, 2025
1,687,346 shares short
+222,158 shares (+15.2%) vs Jun 30, 2025
1.9% of the stored float. Published Jul 24, 2025.
Settlement Jun 30, 2025
1,465,188 shares short
+75,261 shares (+5.4%) vs Jun 13, 2025
1.6% of the stored float. Published Jul 10, 2025.
Settlement Jun 13, 2025
1,389,927 shares short
-215,332 shares (-13.4%) vs May 30, 2025
1.6% of the stored float. Published Jun 25, 2025.
Settlement May 30, 2025
1,605,259 shares short
-122,768 shares (-7.1%) vs May 15, 2025
1.8% of the stored float. Published Jun 10, 2025.
Settlement May 15, 2025
1,728,027 shares short
+199,569 shares (+13.1%) vs Apr 30, 2025
1.9% of the stored float. Published May 27, 2025.
Settlement Apr 30, 2025
1,528,458 shares short
+60,932 shares (+4.2%) vs Apr 15, 2025
1.7% of the stored float. Published May 9, 2025.
Settlement Apr 15, 2025
1,467,526 shares short
+269,612 shares (+22.5%) vs Mar 31, 2025
1.6% of the stored float. Published Apr 25, 2025.
Settlement Mar 31, 2025
1,197,914 shares short
+36,333 shares (+3.1%) vs Mar 14, 2025
1.3% of the stored float. Published Apr 9, 2025.
Settlement Mar 14, 2025
1,161,581 shares short
-272,241 shares (-19%) vs Feb 28, 2025
1.3% of the stored float. Published Mar 25, 2025.
Settlement Feb 28, 2025
1,433,822 shares short
+68,189 shares (+5%) vs Feb 14, 2025
1.6% of the stored float. Published Mar 11, 2025.
Settlement Feb 14, 2025
1,365,633 shares short
+305,162 shares (+28.8%) vs Jan 31, 2025
1.5% of the stored float. Published Feb 26, 2025.
Settlement Jan 31, 2025
1,060,471 shares short
-70,971 shares (-6.3%) vs Jan 15, 2025
1.2% of the stored float. Published Feb 11, 2025.
Settlement Jan 15, 2025
1,131,442 shares short
+31,008 shares (+2.8%) vs Dec 31, 2024
1.3% of the stored float. Published Jan 27, 2025.
Settlement Dec 31, 2024
1,100,434 shares short
-90,588 shares (-7.6%) vs Dec 13, 2024
1.2% of the stored float. Published Jan 10, 2025.
Settlement Dec 13, 2024
1,191,022 shares short
+79,270 shares (+7.1%) vs Nov 29, 2024
1.3% of the stored float. Published Dec 24, 2024.
Settlement Nov 29, 2024
1,111,752 shares short
-115,906 shares (-9.4%) vs Nov 15, 2024
1.2% of the stored float. Published Dec 10, 2024.
Settlement Nov 15, 2024
1,227,658 shares short
+104,908 shares (+9.3%) vs Oct 31, 2024
1.4% of the stored float. Published Nov 26, 2024.
Settlement Oct 31, 2024
1,122,750 shares short
-109,267 shares (-8.9%) vs Oct 15, 2024
1.3% of the stored float. Published Nov 11, 2024.
Settlement Oct 15, 2024
1,232,017 shares short
-32,128 shares (-2.5%) vs Sep 30, 2024
1.4% of the stored float. Published Oct 24, 2024.
Settlement Sep 30, 2024
1,264,145 shares short
-87,636 shares (-6.5%) vs Sep 13, 2024
1.4% of the stored float. Published Oct 9, 2024.
Settlement Sep 13, 2024
1,351,781 shares short
-104,074 shares (-7.1%) vs Aug 30, 2024
1.5% of the stored float. Published Sep 24, 2024.
Settlement Aug 30, 2024
1,455,855 shares short
+59,426 shares (+4.3%) vs Aug 15, 2024
1.6% of the stored float. Published Sep 11, 2024.
Settlement Aug 15, 2024
1,396,429 shares short
+226,806 shares (+19.4%) vs Jul 31, 2024
1.6% of the stored float. Published Aug 26, 2024.
Settlement Jul 31, 2024
1,169,623 shares short
+220,197 shares (+23.2%) vs Jul 15, 2024
1.3% of the stored float. Published Aug 9, 2024.
Settlement Jul 15, 2024
949,426 shares short
-128,303 shares (-11.9%) vs Jun 28, 2024
1.1% of the stored float. Published Jul 24, 2024.
Settlement Jun 28, 2024
1,077,729 shares short
+247,121 shares (+29.8%) vs Jun 14, 2024
1.2% of the stored float. Published Jul 10, 2024.
Settlement Jun 14, 2024
830,608 shares short
-89,163 shares (-9.7%) vs May 31, 2024
0.9% of the stored float. Published Jun 26, 2024.
Settlement May 31, 2024
919,771 shares short
-92,205 shares (-9.1%) vs May 15, 2024
1% of the stored float. Published Jun 11, 2024.
Settlement May 15, 2024
1,011,976 shares short
+192,987 shares (+23.6%) vs Apr 30, 2024
1.1% of the stored float. Published May 24, 2024.
Settlement Apr 30, 2024
818,989 shares short
-11,994 shares (-1.4%) vs Apr 15, 2024
0.9% of the stored float. Published May 9, 2024.
Settlement Apr 15, 2024
830,983 shares short
-70,292 shares (-7.8%) vs Mar 28, 2024
0.9% of the stored float. Published Apr 24, 2024.
Settlement Mar 28, 2024
901,275 shares short
-69,582 shares (-7.2%) vs Mar 15, 2024
1% of the stored float. Published Apr 9, 2024.
Settlement Mar 15, 2024
970,857 shares short
+135,395 shares (+16.2%) vs Feb 29, 2024
1.1% of the stored float. Published Mar 26, 2024.
Settlement Feb 29, 2024
835,462 shares short
+42,839 shares (+5.4%) vs Feb 15, 2024
0.9% of the stored float. Published Mar 11, 2024.
Settlement Feb 15, 2024
792,623 shares short
-9,347 shares (-1.2%) vs Jan 31, 2024
0.9% of the stored float. Published Feb 27, 2024.
Settlement Jan 31, 2024
801,970 shares short
-90,996 shares (-10.2%) vs Jan 12, 2024
0.9% of the stored float. Published Feb 9, 2024.
Settlement Jan 12, 2024
892,966 shares short
+41,145 shares (+4.8%) vs Dec 29, 2023
1% of the stored float. Published Jan 24, 2024.
Settlement Dec 29, 2023
851,821 shares short
-128,494 shares (-13.1%) vs Dec 15, 2023
1% of the stored float. Published Jan 10, 2024.
Settlement Dec 15, 2023
980,315 shares short
-58,374 shares (-5.6%) vs Nov 30, 2023
1.1% of the stored float. Published Dec 26, 2023.
Settlement Nov 30, 2023
1,038,689 shares short
-5,345 shares (-0.5%) vs Nov 15, 2023
1.2% of the stored float. Published Dec 11, 2023.
Settlement Nov 15, 2023
1,044,034 shares short
+251,918 shares (+31.8%) vs Oct 31, 2023
1.2% of the stored float. Published Nov 24, 2023.
Settlement Oct 31, 2023
792,116 shares short
+108,184 shares (+15.8%) vs Oct 13, 2023
0.9% of the stored float. Published Nov 9, 2023.
Settlement Oct 13, 2023
683,932 shares short
+5,578 shares (+0.8%) vs Sep 29, 2023
0.8% of the stored float. Published Oct 24, 2023.
Settlement Sep 29, 2023
678,354 shares short
-109,188 shares (-13.9%) vs Sep 15, 2023
0.8% of the stored float. Published Oct 10, 2023.
Settlement Sep 15, 2023
787,542 shares short
+16,200 shares (+2.1%) vs Aug 31, 2023
0.9% of the stored float. Published Sep 26, 2023.
Settlement Aug 31, 2023
771,342 shares short
+85,936 shares (+12.5%) vs Aug 15, 2023
0.9% of the stored float. Published Sep 11, 2023.
Settlement Aug 15, 2023
685,406 shares short
+117,775 shares (+20.7%) vs Jul 31, 2023
0.8% of the stored float. Published Aug 24, 2023.
Settlement Jul 31, 2023
567,631 shares short
-257,810 shares (-31.2%) vs Jul 14, 2023
0.6% of the stored float. Published Aug 9, 2023.
Settlement Jul 14, 2023
825,441 shares short
-136,983 shares (-14.2%) vs Jun 30, 2023
0.9% of the stored float. Published Jul 25, 2023.
Settlement Jun 30, 2023
962,424 shares short
+153,372 shares (+19%) vs Jun 15, 2023
1.1% of the stored float. Published Jul 11, 2023.
Settlement Jun 15, 2023
809,052 shares short
-482,817 shares (-37.4%) vs May 31, 2023
0.9% of the stored float. Published Jun 26, 2023.
Settlement May 31, 2023
1,291,869 shares short
+87,068 shares (+7.2%) vs May 15, 2023
1.4% of the stored float. Published Jun 9, 2023.
Settlement May 15, 2023
1,204,801 shares short
+150,048 shares (+14.2%) vs Apr 28, 2023
1.3% of the stored float. Published May 24, 2023.
Settlement Apr 28, 2023
1,054,753 shares short
-83,427 shares (-7.3%) vs Apr 14, 2023
1.2% of the stored float. Published May 9, 2023.
Settlement Apr 14, 2023
1,138,180 shares short
+96,201 shares (+9.2%) vs Mar 31, 2023
1.3% of the stored float. Published Apr 25, 2023.
Settlement Mar 31, 2023
1,041,979 shares short
+250,126 shares (+31.6%) vs Mar 15, 2023
1.2% of the stored float. Published Apr 11, 2023.
Settlement Mar 15, 2023
791,853 shares short
+31,818 shares (+4.2%) vs Feb 28, 2023
0.9% of the stored float. Published Mar 24, 2023.
Settlement Feb 28, 2023
760,035 shares short
-25,043 shares (-3.2%) vs Feb 15, 2023
0.8% of the stored float. Published Mar 9, 2023.
Settlement Feb 15, 2023
785,078 shares short
+8,230 shares (+1.1%) vs Jan 31, 2023
0.9% of the stored float. Published Feb 24, 2023.
Settlement Jan 31, 2023
776,848 shares short
-70,474 shares (-8.3%) vs Jan 13, 2023
0.9% of the stored float. Published Feb 9, 2023.
Settlement Jan 13, 2023
847,322 shares short
+61,542 shares (+7.8%) vs Dec 30, 2022
0.9% of the stored float. Published Jan 24, 2023.
Settlement Dec 30, 2022
785,780 shares short
-165,211 shares (-17.4%) vs Dec 15, 2022
0.9% of the stored float. Published Jan 10, 2023.
Settlement Dec 15, 2022
950,991 shares short
+15,115 shares (+1.6%) vs Nov 30, 2022
1.1% of the stored float. Published Dec 26, 2022.
Settlement Nov 30, 2022
935,876 shares short
-115,073 shares (-10.9%) vs Nov 15, 2022
1% of the stored float. Published Dec 9, 2022.
Settlement Nov 15, 2022
1,050,949 shares short
-16,602 shares (-1.6%) vs Oct 31, 2022
1.2% of the stored float. Published Nov 24, 2022.
Settlement Oct 31, 2022
1,067,551 shares short
+31,442 shares (+3%) vs Oct 14, 2022
1.2% of the stored float. Published Nov 9, 2022.
Settlement Oct 14, 2022
1,036,109 shares short
+83,193 shares (+8.7%) vs Sep 30, 2022
1.2% of the stored float. Published Oct 25, 2022.
Settlement Sep 30, 2022
952,916 shares short
-62,906 shares (-6.2%) vs Sep 15, 2022
1.1% of the stored float. Published Oct 11, 2022.
Settlement Sep 15, 2022
1,015,822 shares short
+96,732 shares (+10.5%) vs Aug 31, 2022
1.1% of the stored float. Published Sep 26, 2022.
Settlement Aug 31, 2022
919,090 shares short
+14,062 shares (+1.6%) vs Aug 15, 2022
1% of the stored float. Published Sep 9, 2022.
Settlement Aug 15, 2022
905,028 shares short
+115,183 shares (+14.6%) vs Jul 29, 2022
1% of the stored float. Published Aug 24, 2022.
Settlement Jul 29, 2022
789,845 shares short
-125,645 shares (-13.7%) vs Jul 15, 2022
0.9% of the stored float. Published Aug 9, 2022.
Settlement Jul 15, 2022
915,490 shares short
-69,122 shares (-7%) vs Jun 30, 2022
1% of the stored float. Published Jul 26, 2022.
Settlement Jun 30, 2022
984,612 shares short
-197,517 shares (-16.7%) vs Jun 15, 2022
1.1% of the stored float. Published Jul 11, 2022.
Settlement Jun 15, 2022
1,182,129 shares short
-18,804 shares (-1.6%) vs May 31, 2022
1.3% of the stored float. Published Jun 24, 2022.
Settlement May 31, 2022
1,200,933 shares short
+214,067 shares (+21.7%) vs May 13, 2022
1.3% of the stored float. Published Jun 9, 2022.
Settlement May 13, 2022
986,866 shares short
+150,962 shares (+18.1%) vs Apr 29, 2022
1.1% of the stored float. Published May 24, 2022.
Settlement Apr 29, 2022
835,904 shares short
-66,387 shares (-7.4%) vs Mar 31, 2022
0.9% of the stored float. Published May 10, 2022.
Settlement Mar 31, 2022
902,291 shares short
-55,280 shares (-5.8%) vs Mar 15, 2022
1% of the stored float. Published Apr 11, 2022.
Settlement Mar 15, 2022
957,571 shares short
-9,773 shares (-1%) vs Feb 28, 2022
1.1% of the stored float. Published Mar 24, 2022.
Settlement Feb 28, 2022
967,344 shares short
+278,730 shares (+40.5%) vs Feb 15, 2022
1.1% of the stored float. Published Mar 9, 2022.
Settlement Feb 15, 2022
688,614 shares short
-250,737 shares (-26.7%) vs Jan 31, 2022
0.8% of the stored float. Published Feb 24, 2022.
Settlement Jan 31, 2022
939,351 shares short
+21,015 shares (+2.3%) vs Jan 14, 2022
1% of the stored float. Published Feb 9, 2022.
Settlement Jan 14, 2022
918,336 shares short
+134,393 shares (+17.1%) vs Dec 31, 2021
1% of the stored float. Published Jan 25, 2022.
Settlement Dec 31, 2021
783,943 shares short
-469,556 shares (-37.5%) vs Dec 15, 2021
0.9% of the stored float. Published Jan 11, 2022.
Settlement Dec 15, 2021
1,253,499 shares short
-231,182 shares (-15.6%) vs Nov 30, 2021
1.4% of the stored float. Published Dec 24, 2021.
Settlement Nov 30, 2021
1,484,681 shares short
-831,055 shares (-35.9%) vs Nov 15, 2021
1.7% of the stored float. Published Dec 9, 2021.
Settlement Nov 15, 2021
2,315,736 shares short
+238,028 shares (+11.5%) vs Oct 29, 2021
2.6% of the stored float. Published Nov 24, 2021.
Settlement Oct 29, 2021
2,077,708 shares short
-8,688 shares (-0.4%) vs Oct 15, 2021
2.3% of the stored float. Published Nov 9, 2021.
Settlement Oct 15, 2021
2,086,396 shares short
+1,878 shares (+0.1%) vs Sep 30, 2021
2.3% of the stored float. Published Oct 26, 2021.
Settlement Sep 30, 2021
2,084,518 shares short
+79,095 shares (+3.9%) vs Sep 15, 2021
2.3% of the stored float. Published Oct 11, 2021.
Settlement Sep 15, 2021
2,005,423 shares short
-125,068 shares (-5.9%) vs Aug 31, 2021
2.2% of the stored float. Published Sep 24, 2021.
Settlement Aug 31, 2021
2,130,491 shares short
-38,612 shares (-1.8%) vs Aug 13, 2021
2.4% of the stored float. Published Sep 9, 2021.
Settlement Aug 13, 2021
2,169,103 shares short
+33,272 shares (+1.6%) vs Jul 30, 2021
2.4% of the stored float. Published Aug 24, 2021.
Settlement Jul 30, 2021
2,135,831 shares short
-30,693 shares (-1.4%) vs Jul 15, 2021
2.4% of the stored float. Published Aug 10, 2021.
Settlement Jul 15, 2021
2,166,524 shares short
+70,650 shares (+3.4%) vs Jun 30, 2021
2.4% of the stored float. Published Jul 26, 2021.
Settlement Jun 30, 2021
2,095,874 shares short
-185,136 shares (-8.1%) vs Jun 15, 2021
2.3% of the stored float. Published Jul 9, 2021.
Settlement Jun 15, 2021
2,281,010 shares short
+12,076 shares (+0.5%) vs May 14, 2021
2.5% of the stored float. Published Jun 24, 2021.
Settlement May 14, 2021
2,268,934 shares short
-37,594 shares (-1.6%) vs Apr 30, 2021
2.5% of the stored float. Published May 25, 2021.
Settlement Apr 30, 2021
2,306,528 shares short
-1,951 shares (-0.1%) vs Apr 15, 2021
2.6% of the stored float. Published May 11, 2021.
Settlement Apr 15, 2021
2,308,479 shares short
-35,428 shares (-1.5%) vs Mar 31, 2021
2.6% of the stored float. Published Apr 26, 2021.
Settlement Mar 31, 2021
2,343,907 shares short
-115,991 shares (-4.7%) vs Mar 15, 2021
2.6% of the stored float. Published Apr 9, 2021.
Settlement Mar 15, 2021
2,459,898 shares short
-104,836 shares (-4.1%) vs Feb 26, 2021
2.7% of the stored float. Published Mar 24, 2021.
Settlement Feb 26, 2021
2,564,734 shares short
+341,062 shares (+15.3%) vs Jan 29, 2021
2.9% of the stored float. Published Mar 9, 2021.
Settlement Jan 29, 2021
2,223,672 shares short
+283,171 shares (+14.6%) vs Jan 15, 2021
2.5% of the stored float. Published Feb 9, 2021.
Settlement Jan 15, 2021
1,940,501 shares short
Earlier settlement unavailable; change not calculated.
2.2% of the stored float. Published Jan 26, 2021.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records. Adjusted prices exclude a reused ticker’s earlier issuer. FINRA data and reporting dates · How to read short interest
Through Nov 12, 2026
Recorded amounts and dates, not confirmation of cash received.
No qualified split events are stored.
| Ex-date | Event | Recorded detail |
|---|---|---|
| Nov 9, 2026 | Cash dividend | USD 1.7 per shareRecorded pay date: Nov 27, 2026 (pending) |
| Aug 3, 2026 | Cash dividend | USD 1.7 per shareRecorded pay date: Aug 21, 2026 (past date) |
| May 4, 2026 | Cash dividend | USD 1.7 per shareRecorded pay date: May 22, 2026 (past date) |
| Feb 9, 2026 | Cash dividend | USD 1.6 per shareRecorded pay date: Feb 27, 2026 (past date) |
| Nov 10, 2025 | Cash dividend | USD 1.6 per shareRecorded pay date: Nov 24, 2025 (past date) |
| Aug 4, 2025 | Cash dividend | USD 1.6 per shareRecorded pay date: Aug 18, 2025 (past date) |
| May 5, 2025 | Cash dividend | USD 1.6 per shareRecorded pay date: May 19, 2025 (past date) |
| Feb 10, 2025 | Cash dividend | USD 1.48 per shareRecorded pay date: Feb 28, 2025 (past date) |
| Nov 4, 2024 | Cash dividend | USD 1.48 per shareRecorded pay date: Nov 15, 2024 (past date) |
| Aug 5, 2024 | Cash dividend | USD 1.48 per shareRecorded pay date: Aug 16, 2024 (past date) |
| May 3, 2024 | Cash dividend | USD 1.48 per shareRecorded pay date: May 17, 2024 (past date) |
| Feb 8, 2024 | Cash dividend | USD 1.35 per shareRecorded pay date: Feb 27, 2024 (past date) |
| Nov 3, 2023 | Cash dividend | USD 1.35 per shareRecorded pay date: Nov 17, 2023 (past date) |
| Aug 4, 2023 | Cash dividend | USD 1.35 per shareRecorded pay date: Aug 18, 2023 (past date) |
| May 5, 2023 | Cash dividend | USD 1.35 per shareRecorded pay date: May 19, 2023 (past date) |
| Feb 9, 2023 | Cash dividend | USD 1.25 per shareRecorded pay date: Feb 28, 2023 (past date) |
| Nov 4, 2022 | Cash dividend | USD 1.25 per shareRecorded pay date: Nov 18, 2022 (past date) |
| Aug 5, 2022 | Cash dividend | USD 1.25 per shareRecorded pay date: Aug 19, 2022 (past date) |
| May 6, 2022 | Cash dividend | USD 1.25 per shareRecorded pay date: May 20, 2022 (past date) |
| Feb 10, 2022 | Cash dividend | USD 1.13 per shareRecorded pay date: Feb 28, 2022 (past date) |
| Nov 5, 2021 | Cash dividend | USD 1.13 per shareRecorded pay date: Nov 19, 2021 (past date) |
| Aug 6, 2021 | Cash dividend | USD 1.13 per shareRecorded pay date: Aug 20, 2021 (past date) |
| May 7, 2021 | Cash dividend | USD 1.13 per shareRecorded pay date: May 21, 2021 (past date) |
| Feb 11, 2021 | Cash dividend | USD 1.04 per shareRecorded pay date: Feb 26, 2021 (past date) |
| Nov 6, 2020 | Cash dividend | USD 1.04 per shareRecorded pay date: Nov 20, 2020 (past date) |
| Aug 7, 2020 | Cash dividend | USD 1.04 per shareRecorded pay date: Aug 21, 2020 (past date) |
| May 15, 2020 | Cash dividend | USD 1.04 per shareRecorded pay date: May 29, 2020 (past date) |
| Feb 13, 2020 | Cash dividend | USD 0.97 per shareRecorded pay date: Feb 28, 2020 (past date) |
| Nov 1, 2019 | Cash dividend | USD 0.97 per shareRecorded pay date: Nov 15, 2019 (past date) |
| Aug 2, 2019 | Cash dividend | USD 0.97 per shareRecorded pay date: Aug 16, 2019 (past date) |
| May 3, 2019 | Cash dividend | USD 0.97 per shareRecorded pay date: May 17, 2019 (past date) |
| Feb 14, 2019 | Cash dividend | USD 0.9 per shareRecorded pay date: Feb 28, 2019 (past date) |
| Nov 2, 2018 | Cash dividend | USD 0.9 per shareRecorded pay date: Nov 16, 2018 (past date) |
| Aug 3, 2018 | Cash dividend | USD 0.9 per shareRecorded pay date: Aug 17, 2018 (past date) |
| May 4, 2018 | Cash dividend | USD 0.9 per shareRecorded pay date: May 18, 2018 (past date) |
| Feb 15, 2018 | Cash dividend | USD 0.83 per shareRecorded pay date: Feb 28, 2018 (past date) |
| Nov 3, 2017 | Cash dividend | USD 0.83 per shareRecorded pay date: Nov 17, 2017 (past date) |
| Aug 3, 2017 | Cash dividend | USD 0.83 per shareRecorded pay date: Aug 18, 2017 (past date) |
| May 4, 2017 | Cash dividend | USD 0.83 per shareRecorded pay date: May 19, 2017 (past date) |
| Feb 9, 2017 | Cash dividend | USD 0.75 per shareRecorded pay date: Feb 28, 2017 (past date) |
| Nov 3, 2016 | Cash dividend | USD 0.75 per shareRecorded pay date: Nov 18, 2016 (past date) |
| Aug 4, 2016 | Cash dividend | USD 0.75 per shareRecorded pay date: Aug 19, 2016 (past date) |
| May 5, 2016 | Cash dividend | USD 0.75 per shareRecorded pay date: May 20, 2016 (past date) |
| Feb 10, 2016 | Cash dividend | USD 0.67 per shareRecorded pay date: Feb 26, 2016 (past date) |
| Oct 29, 2015 | Cash dividend | USD 0.67 per shareRecorded pay date: Nov 13, 2015 (past date) |
| Jul 30, 2015 | Cash dividend | USD 0.67 per shareRecorded pay date: Aug 14, 2015 (past date) |
| Apr 30, 2015 | Cash dividend | USD 0.67 per shareRecorded pay date: May 15, 2015 (past date) |
| Feb 5, 2015 | Cash dividend | USD 0.58 per shareRecorded pay date: Feb 27, 2015 (past date) |
| Nov 6, 2014 | Cash dividend | USD 0.58 per shareRecorded pay date: Nov 21, 2014 (past date) |
| Aug 7, 2014 | Cash dividend | USD 0.58 per shareRecorded pay date: Aug 22, 2014 (past date) |
| May 7, 2014 | Cash dividend | USD 0.58 per shareRecorded pay date: May 23, 2014 (past date) |
| Feb 12, 2014 | Cash dividend | USD 0.52 per shareRecorded pay date: Feb 28, 2014 (past date) |
| Nov 7, 2013 | Cash dividend | USD 0.52 per shareRecorded pay date: Nov 22, 2013 (past date) |
| Aug 1, 2013 | Cash dividend | USD 0.52 per shareRecorded pay date: Aug 16, 2013 (past date) |
| May 2, 2013 | Cash dividend | USD 0.52 per shareRecorded pay date: May 17, 2013 (past date) |
| Feb 7, 2013 | Cash dividend | USD 0.45 per shareRecorded pay date: Feb 22, 2013 (past date) |
| Nov 1, 2012 | Cash dividend | USD 0.45 per shareRecorded pay date: Nov 16, 2012 (past date) |
| Aug 1, 2012 | Cash dividend | USD 0.35 per shareRecorded pay date: Aug 17, 2012 (past date) |
| May 2, 2012 | Cash dividend | USD 0.35 per shareRecorded pay date: May 18, 2012 (past date) |
| Feb 8, 2012 | Cash dividend | USD 0.28 per shareRecorded pay date: Feb 24, 2012 (past date) |
| Nov 2, 2011 | Cash dividend | USD 0.23 per shareRecorded pay date: Nov 18, 2011 (past date) |
| Aug 3, 2011 | Cash dividend | USD 0.23 per shareRecorded pay date: Aug 19, 2011 (past date) |
| May 4, 2011 | Cash dividend | USD 0.23 per shareRecorded pay date: May 20, 2011 (past date) |
| Feb 9, 2011 | Cash dividend | USD 0.18 per shareRecorded pay date: Feb 25, 2011 (past date) |
| Nov 4, 2010 | Cash dividend | USD 0.18 per shareRecorded pay date: Nov 22, 2010 (past date) |
| Aug 4, 2010 | Cash dividend | USD 0.18 per shareRecorded pay date: Aug 20, 2010 (past date) |
| May 5, 2010 | Cash dividend | USD 0.18 per shareRecorded pay date: May 21, 2010 (past date) |
| Feb 10, 2010 | Cash dividend | USD 0.17 per shareRecorded pay date: Feb 26, 2010 (past date) |
| Oct 29, 2009 | Cash dividend | USD 0.17 per shareRecorded pay date: Nov 16, 2009 (past date) |
| Jul 30, 2009 | Cash dividend | USD 0.17 per shareRecorded pay date: Aug 17, 2009 (past date) |
| Apr 30, 2009 | Cash dividend | USD 0.17 per shareRecorded pay date: May 18, 2009 (past date) |
| Feb 4, 2009 | Cash dividend | USD 0.17 per shareRecorded pay date: Feb 20, 2009 (past date) |
| Nov 5, 2008 | Cash dividend | USD 0.17 per shareRecorded pay date: Nov 21, 2008 (past date) |
| Aug 6, 2008 | Cash dividend | USD 0.17 per shareRecorded pay date: Aug 22, 2008 (past date) |
| Apr 30, 2008 | Cash dividend | USD 0.15 per shareRecorded pay date: May 16, 2008 (past date) |
| Jan 31, 2008 | Cash dividend | USD 0.15 per shareRecorded pay date: Feb 18, 2008 (past date) |
| Nov 1, 2007 | Cash dividend | USD 0.15 per shareRecorded pay date: Nov 16, 2007 (past date) |
| Aug 2, 2007 | Cash dividend | USD 0.15 per shareRecorded pay date: Aug 17, 2007 (past date) |
| May 2, 2007 | Cash dividend | USD 0.15 per shareRecorded pay date: May 18, 2007 (past date) |
| Feb 1, 2007 | Cash dividend | USD 0.11 per shareRecorded pay date: Feb 16, 2007 (past date) |
| Nov 3, 2006 | Cash dividend | USD 0.11 per shareRecorded pay date: Nov 17, 2006 (past date) |
| Aug 4, 2006 | Cash dividend | USD 0.11 per shareRecorded pay date: Aug 18, 2006 (past date) |
| May 8, 2006 | Cash dividend | USD 0.11 per shareRecorded pay date: May 19, 2006 (past date) |
| Jan 31, 2006 | Cash dividend | USD 0.11 per shareRecorded pay date: Feb 17, 2006 (past date) |
| Nov 2, 2005 | Cash dividend | USD 0.11 per shareRecorded pay date: Nov 18, 2005 (past date) |
Cash bars retain the event's recorded currency and share basis. The yield line divides recorded cash in the preceding 365 days, adjusted for intervening splits, by a verified raw close in the same currency; gaps remain where that price or the history cannot be qualified. Special dividends are included. Future ex-dates are excluded from yield. A split changes share count, not investment value. For long shares, past entitlement depends on when you held them; short shares can create a dividend payment obligation.
Source: recorded cash-dividend and split events.
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We’ll show you if AMP is in your portfolio and how much it contributes.
Sign inLoading market dates
136 smart-money holders: institutions with a high Holder IQ
Smart-money 13F trend: accumulating (heavy)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
No directional recent-activity label is available. This context label is separate from the scored insider signal read.
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 4
1,401 filers reported a long position in AMP for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
44.4%
of the 78.3M shares 13-F filers reported
Moves vs Q1 2026
2 added8 trimmed
Net shares held
-3.4%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $3.6B · 7.9M shares | 7.9M | -8% |
| 2 | Vanguard Capital Management LLC | $2.7B · 5.9M shares | 5.9M | -0.5% |
| 3 | Vanguard Portfolio Management LLC | $2.4B · 5.2M shares | 5.2M | -1.5% |
| 4 | State Street Corp | $2.1B · 4.7M shares | 4.7M | +1.7% |
| 5 | Geode Capital Management, LLC | $1.3B · 2.8M shares | 2.8M | -4.1% |
| 6 | Aristotle Capital Management, LLC | $955.8M · 2.1M shares | 2.1M | -5.8% |
| 7 | Morgan Stanley | $800M · 1.7M shares | 1.7M | -13.2% |
| 8 | Goldman Sachs Group Inc | $753.8M · 1.6M shares | 1.6M | +12.6% |
| 9 | Nuveen, LLC | $683.9M · 1.5M shares | 1.5M | -0.6% |
| 10 | AQR Capital Management LLC | $607.5M · 1.3M shares | 1.3M | -10.2% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign inHolders of more than 5% of AMP file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Jul 27, 2026 | BlackRock, Inc.13G · passive · amended | 8.2% |
| May 12, 2026 | State Street Corp13G · passive | 5.1% |
| Apr 29, 2026 | Vanguard Capital Management LLC13G · passive | 7.54% |
| Apr 28, 2026 | Vanguard Portfolio Management LLC13G · passive | 5.81% |
| Mar 26, 2026 | Vanguard Group Inc13G · passive · amended | 0%under 5% |
How much of AMP’s move accompanied the market and its measured style leanings, and how much was left? The residual is unexplained by this fitted model. It does not establish a cause, skill or future alpha.
Window contributions are percentage points of starting stock value. The market bar is the fitted common intercept, not an index return. Market + styles + residual = stock move; opposite signs can offset. Source: daily_returns, dated security_factor_exposures × barra_factor_returns, and stored security_specific_returns; 2026-10-14–2026-11-11, model v1.2.0. Returns are dimensionless on the USD listing; no currency conversion.
Link an account with dated transactions to see what share of your own holding’s move since its purchase-date close was unexplained, with long and short positions distinguished. Your private holdings never enter this public chart.
Daily percentage returns, not window contributions. Source: the same dated warehouse rows and model v1.2.0; observed 2026-11-12T22:46:04.799Z. Absent sessions are never interpolated; missing or failed inputs stay unavailable.
| Date | Stock | Market | Styles | Residual |
|---|---|---|---|---|
| +1.36% | +0.52% | +0.40% | +0.44% | |
| -0.35% | -1.05% | -0.44% | +1.13% | |
| -4.07% | +0.36% | -0.03% | -4.40% | |
| +1.51% | +0.43% | -0.46% | +1.54% | |
| +0.58% | +0.49% | +0.32% | -0.23% | |
| +1.29% | -1.09% | -0.78% | +3.16% | |
| -0.93% | -0.46% | +0.08% | -0.56% | |
| +0.29% | +0.50% | +0.49% | -0.71% | |
| -0.15% | +0.68% | +0.11% | -0.94% | |
| -0.62% | +0.37% | -0.77% | -0.21% | |
| +1.65% | -0.46% | +0.80% | +1.31% | |
| -1.42% | -1.77% | +0.01% | +0.35% | |
| +2.75% | -0.24% | +0.40% | +2.59% | |
| +0.11% | +0.35% | +0.23% | -0.46% | |
| +4.46% | +1.75% | +0.92% | +1.79% | |
| -3.43% | -3.95% | +0.80% | -0.28% | |
| -1.54% | +0.71% | -1.70% | -0.55% | |
| +3.35% | +2.42% | +0.54% | +0.40% | |
| +0.32% | -0.36% | +0.06% | +0.62% | |
| +0.02% | +1.26% | -0.70% | -0.53% |
Each day uses that day’s fitted market intercept and style exposures multiplied by that day’s published factor returns. Their sum plus the independently stored residual must reconcile to the stock return. Window effects are weighted by stock wealth at each day’s start and added; the stock return compounds. Every expected US market session must be present and pass source, identity, model and numerical checks. This retrospective fit is an explanation of measured returns, not evidence of causation or an investable forecast. The window ends at the latest published model session, which can lag the market; today’s unfinished session is excluded.
Reading dated filing evidence…
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Read the balances behind the trades: SEC Forms 3, 4 and 5 state a reporting owner’s position, not just an amount bought or sold. These are dated filing observations, not current holdings or a trading signal.
Phantom Stock (Retainer Deferral) · Direct · Derivative units
Unavailable — most recently filed balance
Filed · report period Nov 3, 2026 · Form 4. Source: SEC filing 0001269949-26-000010. Quantities are reported units, not currency or market value.
Derivative units are recorded separately; no non-derivative share balance is inferred.
Underlying: Common Stock. Expiration: unavailable. Exercise-price figure as filed: unavailable; its currency is unavailable. No conversion into ordinary shares or dollars is made.
SEC identifiers: name as filed WILLIAMS CHRISTOPHER J · reporting-owner CIK 0001269949 · issuer CIK 0000820027
Comparable non-derivative observations are unavailable for this position. Read its separate as-filed evidence below.
· 3,980.2447 derivative units in stored record · Direct
Report period Nov 3, 2026 · Form 4 · balance after the filing’s transactions. SEC 0001269949-26-000010
Excluded from the comparison: Derivative units are recorded separately; no non-derivative share balance is inferred.
· 3,927.3767 derivative units in stored record · Direct
Report period Jul 28, 2026 · Form 4 · balance after the filing’s transactions. SEC 0001269949-26-000008
Excluded from the comparison: Derivative units are recorded separately; no non-derivative share balance is inferred.
· 3,875.0808 derivative units in stored record · Direct
Report period Apr 28, 2026 · Form 4 · balance after the filing’s transactions. SEC 0001269949-26-000004
Excluded from the comparison: Derivative units are recorded separately; no non-derivative share balance is inferred.
· 3,818.6956 derivative units in stored record · Direct
Report period Feb 3, 2026 · Form 4 · balance after the filing’s transactions. SEC 0001269949-26-000002
Excluded from the comparison: Derivative units are recorded separately; no non-derivative share balance is inferred.
· 3,766.2747 derivative units in stored record · Direct
Report period Nov 4, 2025 · Form 4 · balance after the filing’s transactions. SEC 0001269949-25-000005
Excluded from the comparison: Derivative units are recorded separately; no non-derivative share balance is inferred.
· 3,708.908 derivative units in stored record · Direct
Report period Jul 29, 2025 · Form 4 · balance after the filing’s transactions. SEC 0001415889-25-020726
Excluded from the comparison: Derivative units are recorded separately; no non-derivative share balance is inferred.
Link an account to see your stake, watchlist and past holdings. A reported balance adds context to a sale or purchase: an insider may still report a substantial position. This view does not calculate a percentage sold or a combined insider total. Different classes, indirect vehicles, derivatives and joint filers may overlap; changes can also reflect awards, gifts, exercises, splits or corrections. Neither a balance nor a change predicts your return.
Available filings through Nov 12, 2026; read Nov 12, 2026, 10:46 PM UTC. Latest 240 stored rows, up to 24 distinct reporting-owner positions. The bounded sample is truncated; older or additional positions may exist. 106 rows are outside the displayed position bound or have incompatible identities and are withheld. No holdings or account data about the reader enters this public evidence.
Price return +13.2%
Nov 11, 2025–Nov 11, 2026. The line is the stored cumulative price return, without dividends. Marks use their recorded calendar dates, including non-trading days; their lanes do not imply a price or that an event caused a move.
Insiders: green purchases, red sales. Other lanes: 13F reporting period ends, stored earnings-calendar dates and flagged filings. Select a mark or open the dated list for its evidence.
Reported evidence, not a forecast
Below median holder quality (percentile 44.7 this quarter). Holder trend is not available.
Selling read. Last 180 days of filings: 0 purchases, 12 sales, 41 other records. A measured open-market net is not available.
Late Form 4 filing
Size: smaller than its sector's cap-weighted average. In standard-deviation units; stock exposure, not your portfolio weight.