Walter Stanley Berman - Net Worth and Insider Trading

Walter Stanley Berman Net Worth

The estimated net worth of Walter Stanley Berman is at least $3 Million dollars as of 2024-04-18. Walter Stanley Berman is the EXECUTIVE VP AND CFO of Ameriprise Financial Inc and owns about 6,766 shares of Ameriprise Financial Inc (AMP) stock worth over $3 Million. Details can be seen in Walter Stanley Berman's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Walter Stanley Berman has not made any transactions after 2024-02-07 and currently still holds the listed stock(s).

Transaction Summary of Walter Stanley Berman

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Walter Stanley Berman Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Walter Stanley Berman owns 1 companies in total, including Ameriprise Financial Inc () .

Click here to see the complete history of Walter Stanley Berman’s form 4 insider trades.

Insider Ownership Summary of Walter Stanley Berman

Ticker Comapny Transaction Date Type of Owner
Ameriprise Financial Inc 2024-02-07 director & Executive VP and CFO

Walter Stanley Berman Latest Holdings Summary

Walter Stanley Berman currently owns a total of 1 stock. Walter Stanley Berman owns 6,766 shares of Ameriprise Financial Inc (AMP) as of February 7, 2024, with a value of $3 Million.

Latest Holdings of Walter Stanley Berman

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
AMP Ameriprise Financial Inc 2024-02-07 6,766 411.77 2,786,036

Holding Weightings of Walter Stanley Berman


Walter Stanley Berman Form 4 Trading Tracker

According to the SEC Form 4 filings, Walter Stanley Berman has made a total of 10 transactions in Ameriprise Financial Inc (AMP) over the past 5 years, including 0 buys and 10 sells. The most-recent trade in Ameriprise Financial Inc is the sale of 13,346 shares on February 7, 2024, which brought Walter Stanley Berman around $5 Million.

Insider Trading History of Walter Stanley Berman

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Walter Stanley Berman Trading Performance

GuruFocus tracks the stock performance after each of Walter Stanley Berman's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Walter Stanley Berman is 5.44%. GuruFocus also compares Walter Stanley Berman's trading performance to market benchmark return within the same time period. The performance of stocks bought by Walter Stanley Berman within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Walter Stanley Berman's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Walter Stanley Berman

Average Relative Return

10.81%

Average relative return per transaction

Outperforming Transactions

100%

1 out of 1 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Relative Return(%) 5.46 5.44 -4.92 10.81 -8.53 24.81
Relative Return to S&P 500(%) 1.71 -1.83 -8.24 0.12 -12.16 8.17

Walter Stanley Berman Ownership Network

Ownership Network List of Walter Stanley Berman

No Data

Ownership Network Relation of Walter Stanley Berman


Walter Stanley Berman Owned Company Details

What does Ameriprise Financial Inc do?

Who are the key executives at Ameriprise Financial Inc?

Walter Stanley Berman is the director & Executive VP and CFO of Ameriprise Financial Inc. Other key executives at Ameriprise Financial Inc include President-Insurance&Annuities Gumer Alvero , Interim Controller and PAO Dawn M. Brockman , and Pres - U.S. Asset Mgmt & CIO William F Truscott .

Ameriprise Financial Inc () Insider Trades Summary

Over the past 18 months, Walter Stanley Berman made 4 insider transaction in Ameriprise Financial Inc () with a net sale of 44,780. Other recent insider transactions involving Ameriprise Financial Inc () include a net sale of 112,036 shares made by James M Cracchiolo , a net sale of 40,652 shares made by William F Truscott , and a net sale of 21,209 shares made by Joseph Edward Sweeney .

In summary, during the past 3 months, insiders sold 94,161 shares of Ameriprise Financial Inc () in total and bought 0 shares, with a net sale of 94,161 shares. During the past 18 months, 237,729 shares of Ameriprise Financial Inc () were sold and 0 shares were bought by its insiders, resulting in a net sale of 237,729 shares.

Ameriprise Financial Inc ()'s detailed insider trading history can be found in Insider Trading Tracker table.

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Ameriprise Financial Inc Insider Transactions

No Available Data

Walter Stanley Berman Mailing Address

Above is the net worth, insider trading, and ownership report for Walter Stanley Berman. You might contact Walter Stanley Berman via mailing address: Ameriprise Financial, Inc., 707 Second Avenue South, Minneapolis Mn 55474.

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