Andrew M. Sieg

CIK 1766798 · Head of Wealth · last filed 2026-03-24

Andrew M. Sieg is a Head of Wealth who has filed 25 SEC Form 4 insider transactions across 3 companies since 2019. The most recent filing shows the insider had shares withheld for taxes covering $2.4M of CpR on Mar 24, 2026. Across all open-market trades the lifetime net is −$830.5K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $24.6M across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$24.56M

Companies

3

Total Filings

25

Lifetime Open-Market Net

-$830.5K

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
CpR Head of Wealth 243,491 $24.93 $6.07M $0 3 2026-03-24
CpN Head of Wealth 268,708 $28.74 $7.72M $0 7 2026-01-20
MERpK Pres, Merrill Wealth Mgmt 426,198 $25.27 $10.77M -$830.5K 15 2023-03-03

Recent Filings

25 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2026-03-24 CpR Tax (F) −21,901 -$2.41M EDGAR
2026-02-24 CpR Tax (F) −36,016 -$4.16M EDGAR
2026-02-13 CpR Grant (A) +32,699 $0 EDGAR
2026-01-20 CpN Tax (F) −11,593 -$1.37M EDGAR
2025-03-24 CpN Tax (F) −16,949 -$1.21M EDGAR
2025-02-24 CpN Tax (F) −40,726 -$3.42M EDGAR
2025-02-18 CpN Grant (A) +44,282 $0 EDGAR
2025-01-22 CpN Tax (F) −5,596 -$447.7K EDGAR
2024-02-20 CpN Grant (A) +61,351 $0 EDGAR
2023-10-10 CpN Grant (A) +237,143 $0 EDGAR
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Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.