# AMP — Ameriprise Financial Inc — dossier 2026-10-24 Worklist reason: buffett moved 50.0 -> 75.0; a cross-checked input is marked mismatch; CIK 0000820027, NYSE, SIC 6282 Investment Advice, state DE, fiscal year end 1231, Graham status "partial: 2" with score 58.7 computed 2026-10-24. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) ## 1. Business The FY2025 10-K Item 1 states: "Ameriprise Financial, Inc. is a diversified financial services company with a more than 130-year history of providing solutions to help clients confidently achieve their financial objectives." [10-K FY2025 Item 1](https://www.sec.gov/Archives/edgar/data/820027/000082002726000011/amp-20251231.htm) It states that Ameriprise Financial, Inc. is a holding company incorporated in Delaware that primarily engages in business through its subsidiaries. [10-K FY2025 Item 1](https://www.sec.gov/Archives/edgar/data/820027/000082002726000011/amp-20251231.htm) It states that the company carries out its strategy through two primary go-to-market approaches, Wealth Management and Asset Management, and that its primary target market is households with $500,000 to $5,000,000 in investable assets. [10-K FY2025 Item 1](https://www.sec.gov/Archives/edgar/data/820027/000082002726000011/amp-20251231.htm) It states that its network of more than 10,000 financial advisors is the primary channel through which it carries out its wealth management activities. [10-K FY2025 Item 1](https://www.sec.gov/Archives/edgar/data/820027/000082002726000011/amp-20251231.htm) It lists the reporting segments as Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, and Corporate & Other. [10-K FY2025 Item 1](https://www.sec.gov/Archives/edgar/data/820027/000082002726000011/amp-20251231.htm) It states: "As of December 31, 2025, we had $1.7 trillion in assets under management, administration, and advisement, compared to $1.5 trillion as of December 31, 2024." [10-K FY2025 Item 1](https://www.sec.gov/Archives/edgar/data/820027/000082002726000011/amp-20251231.htm) It reports approximately 13,600 employees (including corporate staff and employee financial advisors) and about 8,500 non-employee advisors affiliated through its franchise advisor group. [10-K FY2025 Item 1](https://www.sec.gov/Archives/edgar/data/820027/000082002726000011/amp-20251231.htm) ## 2. Capital structure The most recent balance sheet in XBRL companyfacts is 2026-06-30 (10-Q filed 2026-08-04, accession 0000820027-26-000043): total assets $197,871,000,000, total liabilities $191,505,000,000. [XBRL companyfacts](https://data.sec.gov/api/xbrl/companyfacts/CIK0000820027.json) At 2026-06-30, stockholders' equity $6,366,000,000. [XBRL companyfacts](https://data.sec.gov/api/xbrl/companyfacts/CIK0000820027.json) No debt concept is tagged at the latest balance-sheet date; the latest tagged values are LongTermDebt $2,684,000,000 at 2010-06-30, ShortTermBorrowings $504,000,000 at 2011-09-30. [XBRL companyfacts](https://data.sec.gov/api/xbrl/companyfacts/CIK0000820027.json) The debt note states that on February 28, 2025 the company issued $750 million of 5.20% unsecured senior notes due April 15, 2035 and incurred debt issuance costs of $7 million. [10-K FY2025](https://www.sec.gov/Archives/edgar/data/820027/000082002726000011/amp-20251231.htm) It states that on April 2, 2025 the company repaid $500 million principal amount of its 3.0% senior notes at maturity. [10-K FY2025](https://www.sec.gov/Archives/edgar/data/820027/000082002726000011/amp-20251231.htm) It states that on November 25, 2024 the company amended and restated its credit agreement providing an unsecured committed revolving credit facility of up to $1.0 billion that expires in November 2029. [10-K FY2025](https://www.sec.gov/Archives/edgar/data/820027/000082002726000011/amp-20251231.htm) The liquidity section lists short-term contractual obligations for 2026 including investment certificate maturities of $7.8 billion, estimated insurance and annuity benefits of $2.9 billion, and maturing long-term debt in September 2026 of $500 million. [10-K FY2025](https://www.sec.gov/Archives/edgar/data/820027/000082002726000011/amp-20251231.htm) The lease table shows operating lease liabilities of $276 million at December 31, 2025 against $313 million at December 31, 2024. [10-K FY2025](https://www.sec.gov/Archives/edgar/data/820027/000082002726000011/amp-20251231.htm) ## 3. Earnings record Ten fiscal years as stored in the stock record (net income, diluted EPS as the record's value field, revenue); each value in the record carries its own SEC accession URL. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) | FY | Period end | Net income (USD) | Diluted EPS | Revenue (USD) | Source | |---|---|---|---|---|---| | 2016 | 2016-12-31 | 1,313,000,000 | 7.81 | 11,839,000,000 | [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) | | 2017 | 2017-12-31 | 1,480,000,000 | 9.44 | 12,180,000,000 | [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) | | 2018 | 2018-12-31 | 2,098,000,000 | 14.2 | 12,924,000,000 | [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) | | 2019 | 2019-12-31 | 1,893,000,000 | 13.92 | 13,103,000,000 | [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) | | 2020 | 2020-12-31 | 1,534,000,000 | 12.2 | 11,958,000,000 | [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) | | 2021 | 2021-12-31 | 3,417,000,000 | 28.48 | 13,389,000,000 | [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) | | 2022 | 2022-12-31 | 3,149,000,000 | 27.7 | 14,334,000,000 | [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) | | 2023 | 2023-12-31 | 2,556,000,000 | 23.71 | 16,096,000,000 | [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) | | 2024 | 2024-12-31 | 3,401,000,000 | 33.05 | 17,926,000,000 | [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) | | 2025 | 2025-12-31 | 3,563,000,000 | 36.28 | 18,911,000,000 | [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) | No EPS value in this window carries a split factor other than 1.0. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) No year in this window has net income at or below zero. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) The record lists dividend years from 2005 through 2026 (22 entries). [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) ## 4. Recent filings 8-K filings dated 2026-04-27 through 2026-10-24 from the EDGAR submissions feed (4 filings), one line per item, with a verbatim extract from the item text cut at the first forward-looking word. [EDGAR submissions](https://data.sec.gov/submissions/CIK0000820027.json) - 2026-07-23 8-K Item 2.02: "Results of Operations and Financial Condition. Ameriprise Financial, Inc. furnishes herewith, on Exhibit 99.1, an earnings release issued July 23, 2026 announcing its financial results for the second quarter of 2026" [8-K 2026-07-23](https://www.sec.gov/Archives/edgar/data/820027/000082002726000038/amp-20260723.htm) - 2026-07-23 8-K Item 9.01: "Financial Statements and Exhibits. (d) Exhibits. Exhibit No. Description Exhibit 99.1 Earnings Release dated July 23, 2026 announcing financial results for the second quarter of 2026 Exhibit 104 Cover page Interactive Data File (embedded within the Inline eXtensible Business Reporting Language) […]" [8-K 2026-07-23](https://www.sec.gov/Archives/edgar/data/820027/000082002726000038/amp-20260723.htm) - 2026-06-09 8-K Item 8.01: "Other Events. On June 9, 2026, Ameriprise Financial, Inc. (the “Company”) issued $300,000,000 aggregate principal amount of its 4.800% Senior Notes due 2031 (the “2031 Notes”) and $450,000,000 aggregate principal amount of its 5.350% Senior Notes due 2036 (the “2036 Notes” and, together with the […]" [8-K 2026-06-09](https://www.sec.gov/Archives/edgar/data/820027/000110465926071727/tm2617199d1_8k.htm) - 2026-06-09 8-K Item 9.01: "Financial Statements and Exhibits. (d) Exhibits. Exhibit No. Description Exhibit 1.1 Underwriting Agreement, dated June 4, 2026, among the Company and BofA Securities, Inc., Citigroup Global Markets Inc. and J.P. Morgan Securities LLC, as representatives of the several underwriters. Exhibit 4.1 […]" [8-K 2026-06-09](https://www.sec.gov/Archives/edgar/data/820027/000110465926071727/tm2617199d1_8k.htm) - 2026-05-20 8-K Item 5.02: "(b) Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On May 20, 2026, Ameriprise Financial, Inc. (the “Company”) announced that William Davies, Executive Vice President and Global Chief Investment […]" [8-K 2026-05-20](https://www.sec.gov/Archives/edgar/data/820027/000110465926064493/tm2615151d1_8k.htm) - 2026-05-20 8-K Item 7.01: "Regulation FD Disclosure. A copy of the press release issued by Columbia Threadneedle Investments on May 20, 2026, is attached as Exhibit 99.1 to this Current Report on Form 8-K and is furnished herewith" [8-K 2026-05-20](https://www.sec.gov/Archives/edgar/data/820027/000110465926064493/tm2615151d1_8k.htm) - 2026-05-20 8-K Item 9.01: "Financial Statements and Exhibits. (d) Exhibits. Exhibit No. Description Exhibit 99.1 Press Release dated May 20, 2026 Exhibit 104 Cover page (embedded within the Inline eXtensible Business Reporting Language) SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the […]" [8-K 2026-05-20](https://www.sec.gov/Archives/edgar/data/820027/000110465926064493/tm2615151d1_8k.htm) - 2026-04-30 8-K Item 5.07: "Submission of Matters to a Vote of Security Holders. The 2026 annual meeting of the shareholders of the Company was held on April 29, 2026. At the meeting, the holders of 78,335,494 shares of common stock, which represents approximately 86.4% of the 90,689,669 outstanding shares entitled to vote […]" [8-K 2026-04-30](https://www.sec.gov/Archives/edgar/data/820027/000110465926052928/tm2613146d1_8k.htm) - 2026-04-30 8-K Item 9.01: "Financial Statements and Exhibits. (d) Exhibits. Exhibit No. Description Exhibit 104 Cover page is formatted in iXBRL (Inline eXtensible Business Reporting Language) SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be […]" [8-K 2026-04-30](https://www.sec.gov/Archives/edgar/data/820027/000110465926052928/tm2613146d1_8k.htm) ## 5. Insiders Non-derivative Form 4 transactions from filings dated 2025-10-24 through 2026-10-24 (every Form 4 document in the submissions feed for this window), parsed from each filing's XML (code P purchase, S sale, A grant, F tax withholding, M option exercise, G gift, D disposition to issuer). [EDGAR Form 4 list](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000820027&type=4) | Txn date | Reporting owner | Role | Security | Code | Shares | Price | Owned after | 10b5-1 / private placement | Source | |---|---|---|---|---|---|---|---|---|---| | 2026-08-10 | MELLOH HEATHER J. | EVP AND GENERAL COUNSEL | Common Stock | M | 722 | 197.87 | 4,406 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000193523926000007/form4-08122026_080825.xml) | | 2026-08-10 | MELLOH HEATHER J. | EVP AND GENERAL COUNSEL | Common Stock | F | 469 | 559.615 | 3,937 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000193523926000007/form4-08122026_080825.xml) | | 2026-08-10 | Brockman Dawn M. | SVP AND CONTROLLER | Common Stock | S | 472 | 558.9301 | 713 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000193701026000012/form4-08122026_080853.xml) | | 2026-08-06 | McGraw Deirdre Davey | EVP Mktg, Strat. & Comms. | Common Stock | M | 1,000 | 165.41 | 5,964 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000138981226000008/form4-08102026_080823.xml) | | 2026-08-06 | McGraw Deirdre Davey | EVP Mktg, Strat. & Comms. | Common Stock | M | 1,000 | 197.87 | 6,964 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000138981226000008/form4-08102026_080823.xml) | | 2026-08-06 | McGraw Deirdre Davey | EVP Mktg, Strat. & Comms. | Common Stock | M | 1,000 | 298.09 | 7,964 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000138981226000008/form4-08102026_080823.xml) | | 2026-08-06 | McGraw Deirdre Davey | EVP Mktg, Strat. & Comms. | Common Stock | F | 2,191 | 558.08 | 5,773 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000138981226000008/form4-08102026_080823.xml) | | 2026-08-06 | McGraw Deirdre Davey | EVP Mktg, Strat. & Comms. | Common Stock | S | 2,400 | 558.2778 | 3,373 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000138981226000008/form4-08102026_080823.xml) | | 2026-07-28 | CRACCHIOLO JAMES M | Director, CHAIRMAN AND CEO | Common Stock | M | 52,932 | 165.41 | 160,565 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000119648426000014/form4-07302026_090726.xml) | | 2026-07-28 | CRACCHIOLO JAMES M | Director, CHAIRMAN AND CEO | Common Stock | F | 34,912 | 545.83 | 125,653 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000119648426000014/form4-07302026_090726.xml) | | 2026-07-28 | CRACCHIOLO JAMES M | Director, CHAIRMAN AND CEO | Common Stock | S | 16,120 | 545.2789 | 109,533 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000119648426000014/form4-07302026_090726.xml) | | 2026-07-28 | CRACCHIOLO JAMES M | Director, CHAIRMAN AND CEO | Common Stock | S | 1,900 | 546.6658 | 107,633 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000119648426000014/form4-07302026_090726.xml) | | 2026-07-28 | Berman Walter Stanley | EXECUTIVE VP AND CFO | Common Stock | M | 10,905 | 165.41 | 16,514 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000133576126000013/form4-07302026_090743.xml) | | 2026-07-28 | Berman Walter Stanley | EXECUTIVE VP AND CFO | Common Stock | M | 23,206 | 197.87 | 39,720 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000133576126000013/form4-07302026_090743.xml) | | 2026-07-28 | Berman Walter Stanley | EXECUTIVE VP AND CFO | Common Stock | F | 23,099 | 550.81 | 16,621 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000133576126000013/form4-07302026_090743.xml) | | 2026-07-28 | Berman Walter Stanley | EXECUTIVE VP AND CFO | Common Stock | S | 10,590 | 548.9171 | 6,031 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000133576126000013/form4-07302026_090743.xml) | | 2026-07-28 | Berman Walter Stanley | EXECUTIVE VP AND CFO | Common Stock | S | 422 | 549.7582 | 5,609 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000133576126000013/form4-07302026_090743.xml) | | 2026-07-28 | Williams William Jerryl | Pres, Wealth Mgmt Advisor Grp | Common Stock | M | 10,948 | 165.41 | 21,829.926 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000172475626000012/form4-07292026_080730.xml) | | 2026-07-28 | Williams William Jerryl | Pres, Wealth Mgmt Advisor Grp | Common Stock | F | 6,840 | 538.01 | 14,989.926 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000172475626000012/form4-07292026_080730.xml) | | 2026-07-28 | Williams William Jerryl | Pres, Wealth Mgmt Advisor Grp | Common Stock | S | 4,102 | 538.23 | 10,887.926 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000172475626000012/form4-07292026_080730.xml) | | 2026-07-28 | Williams William Jerryl | Pres, Wealth Mgmt Advisor Grp | Common Stock | S | 3,200 | 540.069 | 7,687.926 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000172475626000012/form4-07292026_080730.xml) | | 2026-07-28 | Williams William Jerryl | Pres, Wealth Mgmt Advisor Grp | Common Stock | S | 908 | 541.9 | 6,779.926 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000172475626000012/form4-07292026_080730.xml) | | 2026-07-27 | Williams William Jerryl | Pres, Wealth Mgmt Advisor Grp | Common Stock | M | 3,634 | 126.89 | 20,906.926 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000172475626000012/form4-07292026_080730.xml) | | 2026-07-27 | Williams William Jerryl | Pres, Wealth Mgmt Advisor Grp | Common Stock | F | 2,131 | 537.075 | 18,775.926 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000172475626000012/form4-07292026_080730.xml) | | 2026-07-27 | Williams William Jerryl | Pres, Wealth Mgmt Advisor Grp | Common Stock | S | 7,888 | 537.0762 | 10,887.926 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000172475626000012/form4-07292026_080730.xml) | | 2026-07-27 | Williams William Jerryl | Pres, Wealth Mgmt Advisor Grp | Common Stock | S | 6 | 537.6067 | 10,881.926 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000172475626000012/form4-07292026_080730.xml) | | 2026-07-09 | Brockman Dawn M. | SVP AND CONTROLLER | Common Stock | M | 26.0401 | 0 | 1,194.0401 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000193701026000008/form4-07132026_110759.xml) | | 2026-07-09 | Brockman Dawn M. | SVP AND CONTROLLER | Common Stock | F | 9.0401 | 500.16 | 1,185 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000193701026000008/form4-07132026_110759.xml) | | 2026-07-09 | HUNTER PETRUZILLO KELLI A. | Exec VP of Human Resources | Common Stock | M | 207.185 | 0 | 4,306.185 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000118435326000008/form4-07132026_110723.xml) | | 2026-07-09 | HUNTER PETRUZILLO KELLI A. | Exec VP of Human Resources | Common Stock | F | 98.185 | 500.16 | 4,208 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000118435326000008/form4-07132026_110723.xml) | | 2026-07-09 | Williams William Jerryl | Pres, Wealth Mgmt Advisor Grp | Common Stock | M | 53.9843 | 0 | 17,296.9103 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000172475626000007/form4-07132026_110738.xml) | | 2026-07-09 | Williams William Jerryl | Pres, Wealth Mgmt Advisor Grp | Common Stock | F | 23.9843 | 500.16 | 17,272.926 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000172475626000007/form4-07132026_110738.xml) | | 2026-07-09 | TRUSCOTT WILLIAM F | CEO, GLOBAL ASSET MANAGEMENT | Common Stock | M | 391.6398 | 0 | 5,185.6398 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000128283526000012/form4-07132026_110737.xml) | | 2026-07-09 | TRUSCOTT WILLIAM F | CEO, GLOBAL ASSET MANAGEMENT | Common Stock | F | 180.6398 | 500.16 | 4,794 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000128283526000012/form4-07132026_110737.xml) | | 2026-05-14 | Smyth Gerard P. | EVP & Hd. of Tech. & Serv. Del | Common Stock | M | 2,221 | 165.41 | 13,795 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000182325426000009/form4-05182026_080513.xml) | | 2026-05-14 | Smyth Gerard P. | EVP & Hd. of Tech. & Serv. Del | Common Stock | F | 1,437 | 471.22 | 12,358 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000182325426000009/form4-05182026_080513.xml) | | 2026-05-14 | Smyth Gerard P. | EVP & Hd. of Tech. & Serv. Del | Common Stock | S | 6,255 | 472.5191 | 6,103 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000182325426000009/form4-05182026_080513.xml) | | 2026-05-08 | Sharpe Robert Francis JR | Director | Common Stock | S | 1,200 | 465.83 | 6,300 (I) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000134057326000005/form4-05122026_080516.xml) | | 2026-02-10 | TRUSCOTT WILLIAM F | CEO, GLOBAL ASSET MANAGEMENT | Common Stock | S | 5,000 | 532.08 | 12,149 (I) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000128283526000010/form4-02122026_090258.xml) | | 2026-02-09 | Alvero Gumer | PRESIDENT-INSURANCE&ANNUITIES | Common Stock | M | 3,428 | 179.84 | 9,364 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000191587726000009/form4-02112026_090226.xml) | | 2026-02-09 | Alvero Gumer | PRESIDENT-INSURANCE&ANNUITIES | Common Stock | M | 4,865 | 126.89 | 14,229 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000191587726000009/form4-02112026_090226.xml) | | 2026-02-09 | Alvero Gumer | PRESIDENT-INSURANCE&ANNUITIES | Common Stock | F | 4,950 | 542.779 | 9,279 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000191587726000009/form4-02112026_090226.xml) | | 2026-02-09 | Alvero Gumer | PRESIDENT-INSURANCE&ANNUITIES | Common Stock | S | 4,658 | 542.8824 | 4,621 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000191587726000009/form4-02112026_090226.xml) | | 2026-02-05 | Berman Walter Stanley | EXECUTIVE VP AND CFO | Common Stock | S | 7,000 | 544.2159 | 5,609 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000133576126000009/form4-02092026_090247.xml) | | 2026-02-04 | CRACCHIOLO JAMES M | Director, CHAIRMAN AND CEO | Common Stock | S | 7,136 | 540.1052 | 149,310 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000119648426000010/form4-02062026_110216.xml) | | 2026-02-04 | CRACCHIOLO JAMES M | Director, CHAIRMAN AND CEO | Common Stock | S | 4,235 | 541.4565 | 145,075 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000119648426000010/form4-02062026_110216.xml) | | 2026-02-04 | CRACCHIOLO JAMES M | Director, CHAIRMAN AND CEO | Common Stock | S | 5,643 | 542.7847 | 139,432 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000119648426000010/form4-02062026_110216.xml) | | 2026-02-04 | CRACCHIOLO JAMES M | Director, CHAIRMAN AND CEO | Common Stock | S | 4,507 | 543.8838 | 134,925 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000119648426000010/form4-02062026_110216.xml) | | 2026-02-04 | CRACCHIOLO JAMES M | Director, CHAIRMAN AND CEO | Common Stock | S | 6,886 | 545.0414 | 128,039 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000119648426000010/form4-02062026_110216.xml) | | 2026-02-04 | CRACCHIOLO JAMES M | Director, CHAIRMAN AND CEO | Common Stock | S | 1,782 | 545.7615 | 126,257 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000119648426000010/form4-02062026_110216.xml) | | 2026-02-04 | CRACCHIOLO JAMES M | Director, CHAIRMAN AND CEO | Common Stock | S | 2,928 | 547.5084 | 123,329 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000119648426000010/form4-02062026_110216.xml) | | 2026-02-04 | CRACCHIOLO JAMES M | Director, CHAIRMAN AND CEO | Common Stock | S | 15,696 | 548.6051 | 107,633 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000119648426000010/form4-02062026_110216.xml) | | 2026-02-02 | Berman Walter Stanley | EXECUTIVE VP AND CFO | Common Stock | A | 2,790 | 0 | 12,609 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000133576126000005/form4-02042026_020201.xml) | | 2026-02-02 | Sweeney Joseph Edward | PRES-AWM PRODUCTS & SERVICES | Common Stock | A | 1,702 | 0 | 11,458 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000133574926000005/form4-02042026_020233.xml) | | 2026-02-02 | Alvero Gumer | PRESIDENT-INSURANCE&ANNUITIES | Common Stock | A | 405 | 0 | 5,936 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000191587726000005/form4-02042026_020205.xml) | | 2026-02-02 | Brockman Dawn M. | SVP AND CONTROLLER | Common Stock | A | 177 | 0 | 1,168 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000193701026000003/form4-02042026_020233.xml) | | 2026-02-02 | Smyth Gerard P. | EVP & CIO | Common Stock | A | 1,014 | 0 | 11,574 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000182325426000005/form4-02042026_020242.xml) | | 2026-02-02 | MELLOH HEATHER J. | EVP AND GENERAL COUNSEL | Common Stock | A | 583 | 0 | 2,991 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000193523926000003/form4-02042026_020223.xml) | | 2026-02-02 | TRUSCOTT WILLIAM F | CEO, GLOBAL ASSET MANAGEMENT | Common Stock | A | 2,536 | 0 | 4,794 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000128283526000005/form4-02042026_020237.xml) | | 2026-02-02 | Davies William | EXECUTIVE VP, GLOBAL CIO | Common Stock | A | 529 | 0 | 14,529.3538 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000191020626000005/form4-02042026_010243.xml) | | 2026-02-02 | CRACCHIOLO JAMES M | Director, CHAIRMAN AND CEO | Common Stock | A | 11,988 | 0 | 156,446 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000119648426000005/form4-02042026_010207.xml) | | 2026-01-31 | Berman Walter Stanley | EXECUTIVE VP AND CFO | Common Stock | F | 423 | 527.19 | 9,819 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000133576126000005/form4-02042026_020201.xml) | | 2026-01-31 | Sweeney Joseph Edward | PRES-AWM PRODUCTS & SERVICES | Common Stock | F | 235 | 527.19 | 9,756 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000133574926000005/form4-02042026_020233.xml) | | 2026-01-31 | Alvero Gumer | PRESIDENT-INSURANCE&ANNUITIES | Common Stock | F | 32 | 527.19 | 5,531 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000191587726000005/form4-02042026_020205.xml) | | 2026-01-31 | Brockman Dawn M. | SVP AND CONTROLLER | Common Stock | F | 20 | 527.19 | 991 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000193701026000003/form4-02042026_020233.xml) | | 2026-01-31 | Smyth Gerard P. | EVP & CIO | Common Stock | F | 136 | 527.19 | 10,560 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000182325426000005/form4-02042026_020242.xml) | | 2026-01-31 | MELLOH HEATHER J. | EVP AND GENERAL COUNSEL | Common Stock | F | 46 | 527.19 | 2,408 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000193523926000003/form4-02042026_020223.xml) | | 2026-01-31 | TRUSCOTT WILLIAM F | CEO, GLOBAL ASSET MANAGEMENT | Common Stock | F | 345 | 527.19 | 2,258 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000128283526000005/form4-02042026_020237.xml) | | 2026-01-31 | Davies William | EXECUTIVE VP, GLOBAL CIO | Common Stock | D | 78.0711 | 527.19 | 14,000.3538 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000191020626000005/form4-02042026_010243.xml) | | 2026-01-31 | CRACCHIOLO JAMES M | Director, CHAIRMAN AND CEO | Common Stock | F | 1,729 | 527.19 | 144,458 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000119648426000005/form4-02042026_010207.xml) | | 2026-01-27 | MELLOH HEATHER J. | EVP AND GENERAL COUNSEL | Common Stock | A | 999 | 0 | 3,990 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000193523926000005/form4-02052026_100223.xml) | | 2026-01-27 | MELLOH HEATHER J. | EVP AND GENERAL COUNSEL | Common Stock | F | 306 | 498.33 | 3,684 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000193523926000005/form4-02052026_100223.xml) | | 2026-01-27 | Smyth Gerard P. | EVP & CIO | Common Stock | A | 2,887 | 0 | 11,811 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000182325426000004/form4-01292026_110143.xml) | | 2026-01-27 | Smyth Gerard P. | EVP & CIO | Common Stock | F | 1,115 | 498.33 | 10,696 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000182325426000004/form4-01292026_110143.xml) | | 2026-01-27 | CRACCHIOLO JAMES M | Director, CHAIRMAN AND CEO | Common Stock | A | 35,534 | 0 | 164,363 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000119648426000004/form4-01292026_110119.xml) | | 2026-01-27 | CRACCHIOLO JAMES M | Director, CHAIRMAN AND CEO | Common Stock | F | 18,176 | 498.33 | 146,187 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000119648426000004/form4-01292026_110119.xml) | | 2026-01-27 | Alvero Gumer | PRESIDENT-INSURANCE&ANNUITIES | Common Stock | A | 1,109 | 0 | 5,899 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000191587726000004/form4-01292026_110150.xml) | | 2026-01-27 | Alvero Gumer | PRESIDENT-INSURANCE&ANNUITIES | Common Stock | F | 336 | 498.33 | 5,563 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000191587726000004/form4-01292026_110150.xml) | | 2026-01-27 | Sweeney Joseph Edward | PRES-AWM PRODUCTS & SERVICES | Common Stock | A | 5,550 | 0 | 12,544 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000133574926000004/form4-01292026_110125.xml) | | 2026-01-27 | Sweeney Joseph Edward | PRES-AWM PRODUCTS & SERVICES | Common Stock | F | 2,553 | 498.33 | 9,991 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000133574926000004/form4-01292026_110125.xml) | | 2026-01-27 | Berman Walter Stanley | EXECUTIVE VP AND CFO | Common Stock | A | 9,993 | 0 | 15,344 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000133576126000004/form4-01292026_110159.xml) | | 2026-01-27 | Berman Walter Stanley | EXECUTIVE VP AND CFO | Common Stock | F | 5,102 | 498.33 | 10,242 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000133576126000004/form4-01292026_110159.xml) | | 2026-01-27 | TRUSCOTT WILLIAM F | CEO, GLOBAL ASSET MANAGEMENT | Common Stock | A | 8,661 | 0 | 11,631 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000128283526000004/form4-01292026_110123.xml) | | 2026-01-27 | TRUSCOTT WILLIAM F | CEO, GLOBAL ASSET MANAGEMENT | Common Stock | F | 4,169 | 498.33 | 2,970 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000128283526000004/form4-01292026_110123.xml) | | 2026-01-27 | Davies William | EXECUTIVE VP, GLOBAL CIO | Common Stock | A | 1,989 | 0 | 15,013.4249 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000191020626000004/form4-01292026_110156.xml) | | 2026-01-27 | Davies William | EXECUTIVE VP, GLOBAL CIO | Common Stock | D | 935 | 498.33 | 14,078.4249 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000191020626000004/form4-01292026_110156.xml) | | 2026-01-27 | Berman Walter Stanley | EXECUTIVE VP AND CFO | Common Stock | F | 429 | 498.33 | 5,351 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000133576126000002/form4-01292026_010148.xml) | | 2026-01-27 | Sweeney Joseph Edward | PRES-AWM PRODUCTS & SERVICES | Common Stock | F | 201 | 498.33 | 6,994 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000133574926000002/form4-01292026_010125.xml) | | 2026-01-27 | Alvero Gumer | PRESIDENT-INSURANCE&ANNUITIES | Common Stock | F | 36 | 498.33 | 4,790 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000191587726000002/form4-01292026_010130.xml) | | 2026-01-27 | MELLOH HEATHER J. | EVP AND GENERAL COUNSEL | Common Stock | F | 42 | 498.33 | 2,454 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000193523926000002/form4-01292026_010144.xml) | | 2026-01-27 | Smyth Gerard P. | EVP & CIO | Common Stock | F | 97 | 498.33 | 8,924 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000182325426000002/form4-01292026_010154.xml) | | 2026-01-27 | CRACCHIOLO JAMES M | Director, CHAIRMAN AND CEO | Common Stock | F | 2,192 | 498.33 | 128,829 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000119648426000002/form4-01292026_010126.xml) | | 2026-01-27 | Brockman Dawn M. | SVP AND CONTROLLER | Common Stock | F | 22 | 498.33 | 1,011 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000193701026000002/form4-01292026_010159.xml) | | 2026-01-27 | Davies William | EXECUTIVE VP, GLOBAL CIO | Common Stock | D | 114.8672 | 498.33 | 13,024.4249 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000191020626000002/form4-01292026_010125.xml) | | 2026-01-27 | TRUSCOTT WILLIAM F | CEO, GLOBAL ASSET MANAGEMENT | Common Stock | F | 317 | 498.33 | 2,970 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000128283526000002/form4-01292026_010100.xml) | | 2026-01-26 | Berman Walter Stanley | EXECUTIVE VP AND CFO | Common Stock | F | 387 | 500.53 | 5,780 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000133576126000002/form4-01292026_010148.xml) | | 2026-01-26 | Sweeney Joseph Edward | PRES-AWM PRODUCTS & SERVICES | Common Stock | F | 206 | 500.53 | 7,195 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000133574926000002/form4-01292026_010125.xml) | | 2026-01-26 | Alvero Gumer | PRESIDENT-INSURANCE&ANNUITIES | Common Stock | F | 40 | 500.53 | 4,826 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000191587726000002/form4-01292026_010130.xml) | | 2026-01-26 | MELLOH HEATHER J. | EVP AND GENERAL COUNSEL | Common Stock | F | 66 | 500.53 | 2,496 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000193523926000002/form4-01292026_010144.xml) | | 2026-01-26 | Smyth Gerard P. | EVP & CIO | Common Stock | F | 114 | 500.53 | 9,021 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000182325426000002/form4-01292026_010154.xml) | | 2026-01-26 | CRACCHIOLO JAMES M | Director, CHAIRMAN AND CEO | Common Stock | F | 1,731 | 500.53 | 131,021 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000119648426000002/form4-01292026_010126.xml) | | 2026-01-26 | Brockman Dawn M. | SVP AND CONTROLLER | Common Stock | F | 22 | 500.53 | 1,033 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000193701026000002/form4-01292026_010159.xml) | | 2026-01-26 | Davies William | EXECUTIVE VP, GLOBAL CIO | Common Stock | D | 98.1765 | 500.53 | 13,124.8444 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000191020626000002/form4-01292026_010125.xml) | | 2026-01-26 | TRUSCOTT WILLIAM F | CEO, GLOBAL ASSET MANAGEMENT | Common Stock | F | 292 | 500.53 | 3,989 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000128283526000002/form4-01292026_010100.xml) | | 2025-11-21 | Sharpe Robert Francis JR | Director | Common Stock | S | 1,500 | 450.945 | 7,500 (I) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/820027/000134057325000006/form4-11252025_091155.xml) | Of the non-derivative rows tabulated above, 0 carry code P, 25 carry code S, and 0 are flagged for Rule 10b5-1 or private placement. [EDGAR Form 4 list](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000820027&type=4) The record's insider score block reads score 0.0, status "ok", window 2026-07-26 through 2026-10-23 (Form 4 data loaded through 2026-10-23). [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) Form 4 documents with only derivative or holdings-only rows (not tabulated): [2026-07-30](https://www.sec.gov/Archives/edgar/data/820027/000126994926000008/form4-07302026_090726.xml), [2026-05-01](https://www.sec.gov/Archives/edgar/data/820027/000127081726000002/form4-05012026_100535.xml), [2026-05-01](https://www.sec.gov/Archives/edgar/data/820027/000124226026000002/form4-05012026_100556.xml), [2026-05-01](https://www.sec.gov/Archives/edgar/data/820027/000134057326000002/form4-05012026_100538.xml), [2026-05-01](https://www.sec.gov/Archives/edgar/data/820027/000132547526000002/form4-05012026_100524.xml), [2026-05-01](https://www.sec.gov/Archives/edgar/data/820027/000120518926000004/form4-05012026_100520.xml), [2026-05-01](https://www.sec.gov/Archives/edgar/data/820027/000150225926000002/form4-05012026_100518.xml), [2026-05-01](https://www.sec.gov/Archives/edgar/data/820027/000126994926000006/form4-05012026_100505.xml), [2026-04-30](https://www.sec.gov/Archives/edgar/data/820027/000126994926000004/form4-04302026_110400.xml), [2026-02-10](https://www.sec.gov/Archives/edgar/data/820027/000193701026000005/form4-02102026_100255.xml), [2026-02-05](https://www.sec.gov/Archives/edgar/data/820027/000120518926000002/form4-02052026_100221.xml), [2026-02-05](https://www.sec.gov/Archives/edgar/data/820027/000126994926000002/form4-02052026_100252.xml), [2025-11-06](https://www.sec.gov/Archives/edgar/data/820027/000126994925000005/form4-11062025_091150.xml), [2025-11-06](https://www.sec.gov/Archives/edgar/data/820027/000127081725000004/form4-11062025_091111.xml). [EDGAR Form 4 list](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000820027&type=4) ## 6. Data health The graham verification block reads verified 11, mismatch 0, unverified 13, not_cross_checked 2; stale_inputs: Revenue. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) graham input Revenue = 18,911,000,000 for period 2025-12-31 from SEC XBRL Revenues (accession 0000820027-26-000016) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) graham input equity = 6,366,000,000 for period 2026-06-30 from SEC XBRL StockholdersEquity (companyfacts) (accession 0000820027-26-000043) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) graham input Net income FY2016 = 1,313,000,000 for period 2016-12-31 from SEC XBRL NetIncomeLoss (accession 0000820027-19-000010) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) graham input Net income FY2017 = 1,480,000,000 for period 2017-12-31 from SEC XBRL NetIncomeLoss (accession 0000820027-20-000010) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) graham input Net income FY2018 = 2,098,000,000 for period 2018-12-31 from SEC XBRL NetIncomeLoss (accession 0000820027-21-000012) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) graham input Net income FY2019 = 1,893,000,000 for period 2019-12-31 from SEC XBRL NetIncomeLoss (accession 0000820027-22-000016) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) graham input Net income FY2020 = 1,534,000,000 for period 2020-12-31 from SEC XBRL NetIncomeLoss (accession 0000820027-23-000014) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) graham input Net income FY2021 = 3,417,000,000 for period 2021-12-31 from SEC XBRL NetIncomeLoss (accession 0000820027-24-000015) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) graham input Net income FY2025 = 3,563,000,000 for period 2025-12-31 from SEC XBRL NetIncomeLoss (accession 0000820027-26-000016) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) graham input EPS diluted FY2014 = 8.3 for period 2014-12-31 from SEC XBRL EarningsPerShareDiluted (accession 0000820027-17-000007) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) graham input EPS diluted FY2015 = 8.48 for period 2015-12-31 from SEC XBRL EarningsPerShareDiluted (accession 0000820027-18-000008) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) graham input EPS diluted FY2016 = 7.81 for period 2016-12-31 from SEC XBRL EarningsPerShareDiluted (accession 0000820027-19-000010) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) graham input EPS diluted FY2025 = 36.28 for period 2025-12-31 from SEC XBRL EarningsPerShareDiluted (accession 0000820027-26-000016) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) The buffett verification block reads verified 6, mismatch 0, unverified 30, not_cross_checked 2; stale_inputs: none. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) buffett input Net income FY2018 = 2,098,000,000 for period 2018-12-31 from SEC XBRL NetIncomeLoss (accession 0000820027-21-000012) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) buffett input Equity at FY2018 end = 5,588,000,000 for period 2018-12-31 from SEC XBRL StockholdersEquity (accession 0000820027-22-000016) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) buffett input Net income FY2019 = 1,893,000,000 for period 2019-12-31 from SEC XBRL NetIncomeLoss (accession 0000820027-22-000016) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) buffett input Equity at FY2019 end = 5,911,000,000 for period 2019-12-31 from SEC XBRL StockholdersEquity (accession 0000820027-23-000014) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) buffett input Net income FY2020 = 1,534,000,000 for period 2020-12-31 from SEC XBRL NetIncomeLoss (accession 0000820027-23-000014) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) buffett input Equity at FY2020 end = 6,131,000,000 for period 2020-12-31 from SEC XBRL StockholdersEquity (accession 0000820027-24-000015) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) buffett input Net income FY2021 = 3,417,000,000 for period 2021-12-31 from SEC XBRL NetIncomeLoss (accession 0000820027-24-000015) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) buffett input Equity at FY2021 end = 4,837,000,000 for period 2021-12-31 from SEC XBRL StockholdersEquity (accession 0000820027-25-000013) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) buffett input Equity at FY2022 end = 3,803,000,000 for period 2022-12-31 from SEC XBRL StockholdersEquity (accession 0000820027-26-000016) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) buffett input Equity at FY2023 end = 4,729,000,000 for period 2023-12-31 from SEC XBRL StockholdersEquity (accession 0000820027-26-000016) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) buffett input Equity at FY2024 end = 5,228,000,000 for period 2024-12-31 from SEC XBRL StockholdersEquity (accession 0000820027-26-000043) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) buffett input Net income FY2025 = 3,563,000,000 for period 2025-12-31 from SEC XBRL NetIncomeLoss (accession 0000820027-26-000016) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) buffett input Equity at FY2025 end = 6,549,000,000 for period 2025-12-31 from SEC XBRL StockholdersEquity (accession 0000820027-26-000043) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) buffett input Net income FY2016 = 1,313,000,000 for period 2016-12-31 from SEC XBRL NetIncomeLoss (accession 0000820027-19-000010) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) buffett input Net income FY2017 = 1,480,000,000 for period 2017-12-31 from SEC XBRL NetIncomeLoss (accession 0000820027-20-000010) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) buffett input Operating cash flow FY2021 = 3,325,000,000 for period 2021-12-31 from SEC XBRL NetCashProvidedByUsedInOperatingActivities (accession 0000820027-24-000015) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) buffett input Capital expenditure FY2021 = 120,000,000 for period 2021-12-31 from SEC XBRL PaymentsToAcquireProductiveAssets (10-K via companyfacts; capex fallback) (accession 0000820027-24-000015) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) buffett input Operating cash flow FY2022 = 4,407,000,000 for period 2022-12-31 from SEC XBRL NetCashProvidedByUsedInOperatingActivities (accession 0000820027-25-000013) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) buffett input Capital expenditure FY2022 = 182,000,000 for period 2022-12-31 from SEC XBRL PaymentsToAcquireProductiveAssets (10-K via companyfacts; capex fallback) (accession 0000820027-25-000013) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) buffett input Operating cash flow FY2023 = 4,685,000,000 for period 2023-12-31 from SEC XBRL NetCashProvidedByUsedInOperatingActivities (accession 0000820027-26-000016) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) buffett input Capital expenditure FY2023 = 184,000,000 for period 2023-12-31 from SEC XBRL PaymentsToAcquireProductiveAssets (10-K/A via companyfacts; capex fallback) (accession 0000820027-26-000016) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) buffett input Operating cash flow FY2024 = 6,595,000,000 for period 2024-12-31 from SEC XBRL NetCashProvidedByUsedInOperatingActivities (accession 0000820027-26-000016) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) buffett input Capital expenditure FY2024 = 176,000,000 for period 2024-12-31 from SEC XBRL PaymentsToAcquireProductiveAssets (10-K/A via companyfacts; capex fallback) (accession 0000820027-26-000016) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) buffett input Operating cash flow FY2025 = 8,323,000,000 for period 2025-12-31 from SEC XBRL NetCashProvidedByUsedInOperatingActivities (accession 0000820027-26-000016) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) buffett input Capital expenditure FY2025 = 162,000,000 for period 2025-12-31 from SEC XBRL PaymentsToAcquireProductiveAssets (10-K/A via companyfacts; capex fallback) (accession 0000820027-26-000016) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) The lynch verification block reads verified 0, mismatch 0, unverified 2, not_cross_checked 1; stale_inputs: none. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) lynch input EPS diluted FY2025 = 36.28 for period 2025-12-31 from SEC XBRL EarningsPerShareDiluted (accession 0000820027-26-000016) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) lynch input EPS diluted FY2020 = 12.2 for period 2020-12-31 from SEC XBRL EarningsPerShareDiluted (accession 0000820027-23-000014) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) The graham_enterprising verification block reads verified 3, mismatch 0, unverified 5, not_cross_checked 3; stale_inputs: none. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) graham_enterprising input Net income FY2021 = 3,417,000,000 for period 2021-12-31 from SEC XBRL NetIncomeLoss (accession 0000820027-24-000015) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) graham_enterprising input Net income FY2025 = 3,563,000,000 for period 2025-12-31 from SEC XBRL NetIncomeLoss (accession 0000820027-26-000016) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) graham_enterprising input EPS diluted FY2025 = 36.28 for period 2025-12-31 from SEC XBRL EarningsPerShareDiluted (accession 0000820027-26-000016) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) graham_enterprising input EPS diluted FY2020 = 12.2 for period 2020-12-31 from SEC XBRL EarningsPerShareDiluted (accession 0000820027-23-000014) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) graham_enterprising input equity = 6,366,000,000 for period 2026-06-30 from SEC XBRL StockholdersEquity (companyfacts) (accession 0000820027-26-000043) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) The piotroski verification block reads verified 1, mismatch 1, unverified 13, not_cross_checked 0; stale_inputs: none. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) piotroski input net_income 2025-12-31 = 3,563,000,000 for period 2025-12-31 from SEC XBRL NetIncomeLoss (accession 0000820027-26-000016) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) piotroski input total_assets 2025-12-31 = 190,904,000,000 for period 2025-12-31 from SEC XBRL Assets (accession 0000820027-26-000043) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) piotroski input cfo 2025-12-31 = 8,323,000,000 for period 2025-12-31 from SEC XBRL NetCashProvidedByUsedInOperatingActivities (accession 0000820027-26-000016) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) piotroski input total_assets 2024-12-31 = 181,403,000,000 for period 2024-12-31 from SEC XBRL Assets (accession 0000820027-26-000016) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) piotroski input shares_out 2026-07-24 = 88,333,219 for period 2026-07-24 from SEC XBRL EntityCommonStockSharesOutstanding (companyfacts) (accession 0000820027-26-000043) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) piotroski input shares_out 2025-07-25 = 94,271,565 for period 2025-07-25 from SEC XBRL EntityCommonStockSharesOutstanding (accession 0000820027-25-000066) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) piotroski input revenue 2025-12-31 = 18,911,000,000 for period 2025-12-31 from SEC XBRL Revenues (accession 0000820027-26-000016) is marked unverified; no second-source value is stored for it. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) piotroski input revenue 2024-12-31 = 17,926,000,000 for period 2024-12-31 from SEC XBRL Revenues (accession 0000820027-26-000016) is marked mismatch; the read-only fact_check table in data/grid.db (fact_id 15095507) records the cross-check source Yahoo Finance reading 17,264,000,000 (diff 3.69%, status mismatch, checked_at 2026-10-18T02:33:27+00:00). [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) buffett input Capital expenditure FY2021 = 120,000,000 is taken from PaymentsToAcquireProductiveAssets, which the record labels a capex fallback; companyfacts has no PaymentsToAcquirePropertyPlantAndEquipment fact for frame CY2021. [XBRL companyfacts](https://data.sec.gov/api/xbrl/companyfacts/CIK0000820027.json) buffett input Capital expenditure FY2022 = 182,000,000 is taken from PaymentsToAcquireProductiveAssets, which the record labels a capex fallback; companyfacts has no PaymentsToAcquirePropertyPlantAndEquipment fact for frame CY2022. [XBRL companyfacts](https://data.sec.gov/api/xbrl/companyfacts/CIK0000820027.json) buffett input Capital expenditure FY2023 = 184,000,000 is taken from PaymentsToAcquireProductiveAssets, which the record labels a capex fallback; companyfacts has no PaymentsToAcquirePropertyPlantAndEquipment fact for frame CY2023. [XBRL companyfacts](https://data.sec.gov/api/xbrl/companyfacts/CIK0000820027.json) buffett input Capital expenditure FY2024 = 176,000,000 is taken from PaymentsToAcquireProductiveAssets, which the record labels a capex fallback; companyfacts has no PaymentsToAcquirePropertyPlantAndEquipment fact for frame CY2024. [XBRL companyfacts](https://data.sec.gov/api/xbrl/companyfacts/CIK0000820027.json) buffett input Capital expenditure FY2025 = 162,000,000 is taken from PaymentsToAcquireProductiveAssets, which the record labels a capex fallback; companyfacts has no PaymentsToAcquirePropertyPlantAndEquipment fact for frame CY2025. [XBRL companyfacts](https://data.sec.gov/api/xbrl/companyfacts/CIK0000820027.json) Price in the record is 492.19 as of 2026-10-23 from Alpaca Market Data (consolidated SIP daily bar); no Yahoo cross-fetch was made today. [Alpaca market data docs](https://docs.alpaca.markets/docs/historical-stock-data-1) Mismatch rows written in this section: 1. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) ## 7. Agent log 2026-10-24 07:43 CEST: fetched the EDGAR submissions JSON; SEC fetches for this ticker used the pipeline's declared SEC user agent from stockgrid/http.py at 0.15 s spacing. [EDGAR submissions](https://data.sec.gov/submissions/CIK0000820027.json) Latest 10-K on file: filed 2026-02-19, period 2025-12-31, accession 0000820027-26-000011; section 1 and the 10-K lines of section 2 were written today from this document. [10-K](https://www.sec.gov/Archives/edgar/data/820027/000082002726000011/amp-20251231.htm) Fetched every 8-K primary document filed 2026-04-27 to 2026-10-24 (4 filings) and read the item text. [EDGAR 8-K list](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000820027&type=8-K) Fetched and parsed the Form 4 XML documents filed 2025-10-24 to 2026-10-24, including footnotes and the aff10b5One element. [EDGAR Form 4 list](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000820027&type=4) Fetched XBRL companyfacts for the balance-sheet figures in section 2. [XBRL companyfacts](https://data.sec.gov/api/xbrl/companyfacts/CIK0000820027.json) Read the stock record for sections 3, 5 and 6. [site/s/AMP.json](https://theclaudetrader.com/s/AMP.json) No SEC document in this dossier's fetch list remained unreachable. [EDGAR submissions](https://data.sec.gov/submissions/CIK0000820027.json) Not reached: 8-K exhibits (press releases), 10-Q text beyond XBRL facts, proxy statement, Form 144 notices and a fresh Yahoo fetch. [EDGAR submissions](https://data.sec.gov/submissions/CIK0000820027.json)