{ "schema": "theclaudetrader.research_packet.v1", "generated_at": "2026-10-31T18:13:01+00:00", "snapshot_date": "2026-10-31", "about": { "site": "The Claude Trader", "what_this_is": "Evidence-first research record built from SEC XBRL, SEC Form 4 and exchange prices. Deterministic rule scores with every input linked to its source. No recommendations. fair_value_model is a labelled model estimate from SEC filings, not a price target or recommendation (method: /fair-value).", "publishes": "Facts and their provenance only; no holdings, targets, estimates or recommendations.", "how_to_answer": [ "State the snapshot date and each score's data_as_of.", "Quote scores with their status: ok = complete; partial / insufficient = a test was excluded because an input was absent or older than 550 days. Repeat each warning beside the number it affects; a 'stale' warning means the input was used but is older than 120 days (price: 7 days).", "Cite the source URL for any number you repeat.", "Say what is missing; never present holdings or targets as this site's (it has none).", "If asked for a shortlist or portfolio: build it from the user's horizon, risk, benchmark, exclusions and limits; cite inputs, explain inclusion and thesis risks; label weights as your synthesis, distinct from these deterministic scores; no promised outperformance or invented expected returns." ] }, "company": { "ticker": "AMP", "name": "Ameriprise Financial Inc", "legal_name": "AMERIPRISE FINANCIAL INC", "cik": "0000820027", "exchange": "NYSE", "industry": "Investment Advice", "sic": "6282", "fiscal_year_end": "1231", "is_financial": false, "is_utility": false }, "price": { "value": 490.83, "as_of": "2026-10-30", "source": "Alpaca Market Data (consolidated SIP daily bar)", "url": "https://docs.alpaca.markets/docs/historical-stock-data-1" }, "market_cap": { "value": 42610164159.27, "as_of": "2026-10-30", "unit": "USD", "meaning": "price on the price date x latest reported point-in-time shares (see inputs.share_count_as_of)", "warning": null, "unavailable_reason": null, "inputs": { "traded_price": { "value": 490.83, "as_of": "2026-10-30", "unit": "USD per traded unit (share or ADS)", "source": "Alpaca Market Data (consolidated SIP daily bar)", "url": "https://docs.alpaca.markets/docs/historical-stock-data-1" }, "sec_shares_outstanding": { "value": 86812469.0, "unit": "underlying shares", "concept": "SEC cover page 10-Q 0000820027-26-000054 (86,812,469 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/820027/000082002726000054/amp-20260930.htm", "period_end": "2026-10-24", "accession": "0000820027-26-000054", "url": "https://www.sec.gov/Archives/edgar/data/820027/000082002726000054/R1.htm" }, "depositary_ratio": { "value": 1.0, "unit": "underlying shares per traded unit", "status": "domestic", "source": "10-K filer; SEC shares are the traded units", "evidence_url": null, "evidence_form": null, "evidence_filed": null, "body_snippet": null }, "formula": "market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used", "split_adjustment": null, "share_count_as_of": "2026-10-24", "share_count_age_days_at_price_date": 6, "warning": null, "computed": "490.83 (price 2026-10-30) / 1 x 86,812,469 (shares at 2026-10-24) = 42,610,164,159" } }, "scores": { "graham": { "score": 58.8, "status": "partial: 2", "complete": false, "passes_all": false, "summary": "Graham Defensive: 59 of 100 (partial: 2). Adequate size: 18.91 revenue $B \u2192 5.0/5; Debt <= equity (unclassified balance sheet fallback): insufficient (no long-term debt or total liabilities reported in the last 18 months; no AssetsCurrent/LiabilitiesCurrent in any filing); Positive earnings each of 10 years: 10 of 10 \u2192 15.0/15; Dividends every year for 20 years: 20 of 20 \u2192 15.0/15; EPS growth, 3-yr avg now vs 10 yrs ago: 8.20 -> 31.01 (+278%) \u2192 10.0/10; P/E on 3-year average EPS: 15.8 \u2192 13.8/15; P/B <= 1.5, or P/E x P/B <= 22.5: P/B 6.69, product 105.9 \u2192 0.0/10", "data_as_of": "2025-12-31", "history": [ "2013", "2025" ], "price_as_of": "2026-10-30", "coverage": null, "verification": { "verified": 6, "mismatch": 0, "unverified": 18, "not_cross_checked": 2 }, "warnings": [ "partial score: tests 2 could not be computed; not comparable with complete scores", "stale (warning, input still used): current-period inputs older than 120 days: Revenue, equity; inputs older than 550 days are excluded and make the test insufficient" ], "components": [ { "test": "1", "name": "Adequate size", "value": 18.91, "unit": "revenue $B", "threshold": ">= 1", "points": 5.0, "max": 5 }, { "test": "2", "name": "Debt <= equity (unclassified balance sheet fallback)", "value": null, "threshold": "<= 1.0", "points": null, "max": 30, "note": "no long-term debt or total liabilities reported in the last 18 months; no AssetsCurrent/LiabilitiesCurrent in any filing" }, { "test": "3", "name": "Positive earnings each of 10 years", "value": "10 of 10", "threshold": "10 of 10", "points": 15.0, "max": 15 }, { "test": "4", "name": "Dividends every year for 20 years", "value": "20 of 20", "threshold": "20 of 20", "points": 15.0, "max": 15, "missing_years": [], "cross_check": { "verified_years": [ 2013, 2014, 2015, 2016, 2017 ], "mismatch_years": [], "unverified_years": [ 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025 ] }, "note": null }, { "test": "5", "name": "EPS growth, 3-yr avg now vs 10 yrs ago", "value": "8.20 -> 31.01 (+278%)", "threshold": ">= +33%", "points": 10.0, "max": 10 }, { "test": "6", "name": "P/E on 3-year average EPS", "value": 15.8, "threshold": "<= 15", "points": 13.8, "max": 15, "note": null }, { "test": "7", "name": "P/B <= 1.5, or P/E x P/B <= 22.5", "value": "P/B 6.69, product 105.9", "threshold": "<= 1.5 or <= 22.5", "points": 0.0, "max": 10 } ], "rules_url": "https://theclaudetrader.com/p/graham" }, "magic_formula": { "score": null, "status": "insufficient data (no operating income in XBRL)", "summary": "Not scored: insufficient data (no operating income in XBRL).", "warnings": [], "components": [] }, "momentum": { "score": 60.5, "status": "ok", "complete": true, "passes_all": null, "summary": "Momentum: 60 of 100 (ok). 12-1 month return: 9.9 % \u2192 27.4/50; 6 month return: 4.1 % \u2192 9.7/20; Price / 52-week high: 0.86 \u2192 12.9/15; Volatility penalty (60d annualised): 22.9 % \u2192 10.6/15", "data_as_of": "2026-10-30", "history": [ null, null ], "price_as_of": "2026-10-30", "coverage": null, "verification": null, "warnings": [], "components": [ { "name": "12-1 month return", "value": 9.9, "unit": "%", "percentile": 54.7, "points": 27.4, "max": 50 }, { "name": "6 month return", "value": 4.1, "unit": "%", "percentile": 48.5, "points": 9.7, "max": 20 }, { "name": "Price / 52-week high", "value": 0.86, "points": 12.9, "max": 15 }, { "name": "Volatility penalty (60d annualised)", "value": 22.9, "unit": "%", "points": 10.6, "max": 15 } ], "rules_url": "https://theclaudetrader.com/p/momentum" }, "insider": { "score": 0.0, "status": "ok", "complete": true, "passes_all": null, "summary": "Insider: 0 of 100 (ok). Open-market buy value / market cap (percentile among buyers): 0.0 bp \u2192 0.0/35; Distinct buyers: 0 \u2192 0.0/25; Buyer seniority: 0.0 \u2192 0.0/20; Recency (half-life 30d): 0.0 \u2192 0.0/10; Sales penalty (excludes 10b5-1 plan sales): 0.38 bp \u2192 -5.1/0", "data_as_of": "2026-10-30", "history": [ null, null ], "price_as_of": null, "coverage": { "window_start": "2026-08-02", "through": "2026-10-30", "missing_days": 1, "note": "Form 4 data loaded through 2026-10-30" }, "verification": null, "warnings": [], "components": [ { "name": "Open-market buy value / market cap (percentile among buyers)", "value": 0.0, "unit": "bp", "points": 0.0, "max": 35 }, { "name": "Distinct buyers", "value": 0, "points": 0.0, "max": 25 }, { "name": "Buyer seniority", "value": 0.0, "points": 0.0, "max": 20 }, { "name": "Recency (half-life 30d)", "value": 0.0, "points": 0.0, "max": 10 }, { "name": "Sales penalty (excludes 10b5-1 plan sales)", "value": 0.38, "unit": "bp", "points": -5.1, "max": 0 } ], "rules_url": "https://theclaudetrader.com/p/insider" }, "buffett": { "score": 75.0, "status": "partial: 4, 5", "complete": false, "passes_all": false, "summary": "Buffett Quality: 75 of 100 (partial: 4, 5). Average return on equity (net income / year-end equity): 52.7% over 8 yrs \u2192 25.0/25; Profitable every year: 10 of 10 \u2192 15.0/15; Net income growth, 3-yr average now vs start of window: +10.0% a year \u2192 10.0/10; Borrowings / 3-yr average earnings (years to repay): insufficient (debt unknown: no debt concept reported in the last 18 months); Operating margin, 5-yr average: insufficient (needs at least 4 of the last 5 years); Free cash flow / net income, 5-yr (operating cash flow minus capex): 1.65 \u2192 10.0/10; Owner-earnings yield (3-yr avg free cash flow / market cap): 14.9% \u2192 15.0/15", "data_as_of": "2026-10-24", "history": [ "2016", "2025" ], "price_as_of": "2026-10-30", "coverage": null, "verification": { "verified": 0, "mismatch": 0, "unverified": 36, "not_cross_checked": 2 }, "warnings": [ "partial score: tests 4, 5 could not be computed; not comparable with complete scores" ], "components": [ { "test": "1", "name": "Average return on equity (net income / year-end equity)", "value": "52.7% over 8 yrs", "threshold": ">= 15%", "points": 25.0, "max": 25 }, { "test": "2", "name": "Profitable every year", "value": "10 of 10", "threshold": "all years", "points": 15.0, "max": 15 }, { "test": "3", "name": "Net income growth, 3-yr average now vs start of window", "value": "+10.0% a year", "threshold": ">= +10%", "points": 10.0, "max": 10 }, { "test": "4", "name": "Borrowings / 3-yr average earnings (years to repay)", "value": null, "threshold": "<= 4", "points": null, "max": 15, "note": "debt unknown: no debt concept reported in the last 18 months" }, { "test": "5", "name": "Operating margin, 5-yr average", "value": "0 years with operating income and revenue", "threshold": ">= 20%", "points": null, "max": 10, "note": "needs at least 4 of the last 5 years" }, { "test": "6", "name": "Free cash flow / net income, 5-yr (operating cash flow minus capex)", "value": "1.65", "threshold": ">= 1.0", "points": 10.0, "max": 10 }, { "test": "7", "name": "Owner-earnings yield (3-yr avg free cash flow / market cap)", "value": "14.9%", "threshold": ">= 7%", "points": 15.0, "max": 15 } ], "rules_url": "https://theclaudetrader.com/p/buffett" }, "lynch": { "score": 69.0, "status": "partial: 4, 6", "complete": false, "passes_all": false, "summary": "Lynch GARP: 69 of 100 (partial: 4, 6). PEG: P/E divided by 5-yr EPS growth (in % points): 0.56 \u2192 30.0/30; EPS growth, 5-yr compound rate: +24.4% a year \u2192 20.0/20; P/E on latest annual EPS: 13.5 \u2192 10.0/10; Borrowings / equity: insufficient (debt unknown: no debt concept reported in the last 18 months); Years of the last 5 in which EPS rose: 3 of 5 \u2192 9.0/15; Net cash (cash minus borrowings) / market cap: insufficient (needs market cap, cash and debt)", "data_as_of": null, "history": [ "2020", "2025" ], "price_as_of": "2026-10-30", "coverage": null, "verification": { "verified": 0, "mismatch": 0, "unverified": 2, "not_cross_checked": 1 }, "warnings": [ "partial score: tests 4, 6 could not be computed; not comparable with complete scores" ], "components": [ { "test": "1", "name": "PEG: P/E divided by 5-yr EPS growth (in % points)", "value": 0.56, "threshold": "<= 1.0", "points": 30.0, "max": 30 }, { "test": "2", "name": "EPS growth, 5-yr compound rate", "value": "+24.4% a year", "threshold": "12% to 35% a year", "points": 20.0, "max": 20 }, { "test": "3", "name": "P/E on latest annual EPS", "value": 13.5, "threshold": "<= 25", "points": 10.0, "max": 10 }, { "test": "4", "name": "Borrowings / equity", "value": null, "threshold": "<= 0.5", "points": null, "max": 15, "note": "debt unknown: no debt concept reported in the last 18 months" }, { "test": "5", "name": "Years of the last 5 in which EPS rose", "value": "3 of 5", "threshold": "5 of 5", "points": 9.0, "max": 15 }, { "test": "6", "name": "Net cash (cash minus borrowings) / market cap", "value": null, "threshold": ">= +10%", "points": null, "max": 10, "note": "needs market cap, cash and debt" } ], "rules_url": "https://theclaudetrader.com/p/lynch" }, "graham_enterprising": { "score": 35.0, "status": "partial: 1, 2, 7", "complete": false, "passes_all": false, "summary": "Graham Enterprising: 35 of 100 (partial: 1, 2, 7). Current ratio: insufficient (no fresh current assets/liabilities (unclassified balance sheet)); Borrowings vs working capital: insufficient (debt unknown: no debt concept reported in the last 18 months); No earnings deficit in the last 5 years: 5 of 5 profitable \u2192 15.0/15; Pays a current dividend: yes \u2192 10.0/10; EPS higher than five years earlier: 12.20 -> 36.28 \u2192 10.0/10; Price / book value per share: 6.69 \u2192 0.0/20; Price / net current asset value per share (current assets minus all liabilities): insufficient (needs fresh current assets, total liabilities (or assets and equity of the same date) and share count)", "data_as_of": "2026-06-30", "history": [ "2020", "2025" ], "price_as_of": "2026-10-30", "coverage": null, "verification": { "verified": 0, "mismatch": 0, "unverified": 8, "not_cross_checked": 3 }, "warnings": [ "partial score: tests 1, 2, 7 could not be computed; not comparable with complete scores", "stale (warning, input still used): current-period inputs older than 120 days: equity; inputs older than 550 days are excluded and make the test insufficient" ], "components": [ { "test": "1", "name": "Current ratio", "value": null, "threshold": ">= 1.5", "points": null, "max": 15, "note": "no fresh current assets/liabilities (unclassified balance sheet)" }, { "test": "2", "name": "Borrowings vs working capital", "value": null, "threshold": "<= 1.1x", "points": null, "max": 15, "note": "debt unknown: no debt concept reported in the last 18 months" }, { "test": "3", "name": "No earnings deficit in the last 5 years", "value": "5 of 5 profitable", "threshold": "5 of 5", "points": 15.0, "max": 15 }, { "test": "4", "name": "Pays a current dividend", "value": "yes", "threshold": "yes", "points": 10.0, "max": 10 }, { "test": "5", "name": "EPS higher than five years earlier", "value": "12.20 -> 36.28", "threshold": "higher", "points": 10.0, "max": 10 }, { "test": "6", "name": "Price / book value per share", "value": 6.69, "threshold": "<= 1.2", "points": 0.0, "max": 20, "note": "book value used because intangibles are not separated in the dataset (Graham uses net tangible assets)" }, { "test": "7", "name": "Price / net current asset value per share (current assets minus all liabilities)", "value": null, "threshold": "<= 0.67", "points": null, "max": 15, "note": "needs fresh current assets, total liabilities (or assets and equity of the same date) and share count" } ], "rules_url": "https://theclaudetrader.com/p/graham_enterprising" }, "piotroski": { "score": 55.6, "status": "partial: 5, 6, 8", "complete": false, "passes_all": false, "summary": "Piotroski F-Score: 56 of 100 (partial: 5, 6, 8). Return on assets is positive: 1.9% \u2192 11.11111111111111/11.11111111111111; Operating cash flow is positive: 8,323M \u2192 11.11111111111111/11.11111111111111; Return on assets improved on the prior year: 1.9% -> 1.9% \u2192 0.0/11.11111111111111; Operating cash flow exceeds net income (accruals): 8,323M vs 3,563M \u2192 11.11111111111111/11.11111111111111; Long-term debt / assets fell: insufficient (an input is not reported for one of the two years); Current ratio improved: insufficient (an input is not reported for one of the two years); No new shares issued (share count did not rise): 93M -> 87M \u2192 11.11111111111111/11.11111111111111; Operating margin improved (stand-in for gross margin, which the dataset does not carry): insufficient (an input is not reported for one of the two years); Asset turnover (revenue / assets) improved: 0.10 -> 0.10 \u2192 11.11111111111111/11.11111111111111", "data_as_of": null, "history": [ "2024", "2026" ], "price_as_of": null, "coverage": null, "verification": { "verified": 0, "mismatch": 0, "unverified": 15, "not_cross_checked": 0 }, "warnings": [ "partial score: tests 5, 6, 8 could not be computed; not comparable with complete scores" ], "components": [ { "test": "1", "name": "Return on assets is positive", "value": "1.9%", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "2", "name": "Operating cash flow is positive", "value": "8,323M", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "3", "name": "Return on assets improved on the prior year", "value": "1.9% -> 1.9%", "threshold": "pass = 1", "points": 0.0, "max": 11.11111111111111 }, { "test": "4", "name": "Operating cash flow exceeds net income (accruals)", "value": "8,323M vs 3,563M", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "5", "name": "Long-term debt / assets fell", "value": null, "threshold": "pass = 1", "points": null, "max": 11.11111111111111, "note": "an input is not reported for one of the two years" }, { "test": "6", "name": "Current ratio improved", "value": null, "threshold": "pass = 1", "points": null, "max": 11.11111111111111, "note": "an input is not reported for one of the two years" }, { "test": "7", "name": "No new shares issued (share count did not rise)", "value": "93M -> 87M", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "8", "name": "Operating margin improved (stand-in for gross margin, which the dataset does not carry)", "value": null, "threshold": "pass = 1", "points": null, "max": 11.11111111111111, "note": "an input is not reported for one of the two years" }, { "test": "9", "name": "Asset turnover (revenue / assets) improved", "value": "0.10 -> 0.10", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 } ], "rules_url": "https://theclaudetrader.com/p/piotroski" } }, "inputs_by_philosophy": { "graham": [ { "name": "Price (close, per traded unit)", "value": 490.83, "kind": "price", "source": "Alpaca Market Data (consolidated SIP daily bar)", "url": "https://docs.alpaca.markets/docs/historical-stock-data-1", "period": "2026-10-30", "age_days": 1, "stale": false }, { "name": "Revenue", "value": 18911000000.0, "kind": "current", "source": "SEC XBRL Revenues", "url": "https://www.sec.gov/Archives/edgar/data/820027/000082002726000016/", "period": "2025-12-31", "accession": "0000820027-26-000016", "fact_id": 25855850, "verified": "unverified", "age_days": 304, "stale": true }, { "name": "equity", "value": 6366000000.0, "kind": "current", "source": "SEC XBRL StockholdersEquity (companyfacts)", "url": "https://www.sec.gov/Archives/edgar/data/820027/000082002726000043/", "period": "2026-06-30", "accession": "0000820027-26-000043", "fact_id": 23975116, "verified": "unverified", "age_days": 123, "stale": true }, { "name": "Net income FY2016", "value": 1313000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/820027/000082002719000010/", "period": "2016-12-31", "accession": "0000820027-19-000010", "fact_id": 20687072, "verified": "unverified", "age_days": 3591 }, { "name": "Net income FY2017", "value": 1480000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/820027/000082002720000010/", "period": "2017-12-31", "accession": "0000820027-20-000010", "fact_id": 20693796, "verified": "unverified", "age_days": 3226 }, { "name": "Net income FY2018", "value": 2098000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/820027/000082002721000012/", "period": "2018-12-31", "accession": "0000820027-21-000012", "fact_id": 20700322, "verified": "unverified", "age_days": 2861 }, { "name": "Net income FY2019", "value": 1893000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/820027/000082002722000016/", "period": "2019-12-31", "accession": "0000820027-22-000016", "fact_id": 20706715, "verified": "unverified", "age_days": 2496 }, { "name": "Net income FY2020", "value": 1534000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/820027/000082002723000014/", "period": "2020-12-31", "accession": "0000820027-23-000014", "fact_id": 20713193, "verified": "unverified", "age_days": 2130 }, { "name": "Net income FY2021", "value": 3417000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/820027/000082002724000015/", "period": "2021-12-31", "accession": "0000820027-24-000015", "fact_id": 20719864, "verified": "unverified", "age_days": 1765 }, { "name": "Net income FY2022", "value": 3149000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": 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"https://www.sec.gov/Archives/edgar/data/820027/000133576126000013/" }, { "txn_date": "2026-07-28", "insider_name": "Berman Walter Stanley", "role": "CFO", "code": "S", "shares": 10590.0, "price": 548.92, "value": 5813062.8, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/820027/000133576126000013/" }, { "txn_date": "2026-07-28", "insider_name": "CRACCHIOLO JAMES M", "role": "CEO", "code": "S", "shares": 1900.0, "price": 546.67, "value": 1038672.9999999999, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/820027/000119648426000014/" }, { "txn_date": "2026-07-28", "insider_name": "CRACCHIOLO JAMES M", "role": "CEO", "code": "S", "shares": 16120.0, "price": 545.28, "value": 8789913.6, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/820027/000119648426000014/" }, { "txn_date": "2026-07-27", "insider_name": "Williams William Jerryl", "role": "officer", "code": "S", "shares": 6.0, "price": 537.61, "value": 3225.66, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/820027/000172475626000012/" }, { "txn_date": "2026-07-27", "insider_name": "Williams William Jerryl", "role": "officer", "code": "S", "shares": 7888.0, "price": 537.08, "value": 4236487.04, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/820027/000172475626000012/" }, { "txn_date": "2026-05-14", "insider_name": "Smyth Gerard P.", "role": "officer", "code": "S", "shares": 6255.0, "price": 472.52, "value": 2955612.6, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/820027/000182325426000009/" }, { "txn_date": "2026-05-08", "insider_name": "Sharpe Robert Francis JR", "role": "director", "code": "S", "shares": 1200.0, "price": 465.83, "value": 558996.0, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/820027/000134057326000005/" } ] }, "filings_and_news": { "sec_filing_index": "https://www.sec.gov/edgar/browse/?CIK=0000820027", "sec_8k": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000820027&type=8-K", "sec_form4": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000820027&type=4", "xbrl_companyfacts": "https://data.sec.gov/api/xbrl/companyfacts/CIK0000820027.json", "news_items": [], "note": "Press releases are filed as 8-K exhibits; the 8-K link lists them with dates." }, "peer_context": { "graham": { "industry": "Investment Advice", "scored_peers": 0, "rank": null, "median": null }, "magic_formula": { "industry": "Investment Advice", "scored_peers": 0, "rank": null, "median": null }, "momentum": { "industry": "Investment Advice", "scored_peers": 8, "rank": 4, "median": 49.5, "top_peers": [ { "ticker": "BEN", "score": 81.3 }, { "ticker": "IVZ", "score": 72.2 }, { "ticker": "TROW", "score": 62.3 }, { "ticker": "AMP", "score": 60.5 }, { "ticker": "ARES", "score": 38.5 } ] }, "insider": { "industry": "Investment Advice", "scored_peers": 8, "rank": 2, "median": 0.0, "top_peers": [ { "ticker": "BX", "score": 14.4 }, { "ticker": "AMP", "score": 0.0 }, { "ticker": "APO", "score": 0.0 }, { "ticker": "ARES", "score": 0.0 }, { "ticker": "BEN", "score": 0.0 } ] }, "buffett": { "industry": "Investment Advice", "scored_peers": 2, "rank": null, "median": null }, "lynch": { "industry": "Investment Advice", "scored_peers": 4, "rank": null, "median": null }, "graham_enterprising": { "industry": "Investment Advice", "scored_peers": 0, "rank": null, "median": null }, "piotroski": { "industry": "Investment Advice", "scored_peers": 0, "rank": null, "median": null } }, "dossier": { "url": "https://theclaudetrader.com/d/AMP.md", "written": "2026-10-24", "note": "librarian agent dossier: cited facts only, no opinions" }, "external_views_link_only": { "morningstar": "https://www.morningstar.com/search?query=AMP", "finviz": "https://finviz.com/quote.ashx?t=AMP", "stockanalysis": "https://stockanalysis.com/stocks/amp/", "seeking_alpha": "https://seekingalpha.com/symbol/AMP", "openinsider": "http://openinsider.com/search?q=AMP", "google_news": "https://news.google.com/rss/search?q=AMP+stock" }, "limits": [ "Graham Defensive: partial, missing tests 2", "Magic Formula: insufficient data (no operating income in XBRL)", "Buffett Quality: partial, missing tests 4, 5", "Lynch GARP: partial, missing tests 4, 6", "Graham Enterprising: partial, missing tests 1, 2, 7", "Piotroski F-Score: partial, missing tests 5, 6, 8", "News is not collected for this ticker; use the SEC 8-K and press-release links below" ], "machine_readable": { "stock_json": "https://theclaudetrader.com/s/AMP.json", "stock_md": "https://theclaudetrader.com/s/AMP.md", "packet": "https://theclaudetrader.com/r/AMP.json", "grid": "https://theclaudetrader.com/grid.json", "openapi": "https://theclaudetrader.com/openapi.json", "index": "https://theclaudetrader.com/llms.txt" }, "cite_as": "The Claude Trader snapshot 2026-10-31, https://theclaudetrader.com/s/AMP; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-30.", "disclaimer": "Scores are deterministic rule outputs from public filings. fair_value_model is a labelled model estimate from the same filings (method at /fair-value), not an opinion or recommendation." }