Andrew M. Sieg

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

"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 · Page 3 of 3

25 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2020-02-19 MERpK Mixed +50,417 -$1.69M EDGAR
2020-02-14 MERpK Grant (A) $0 EDGAR
2019-06-14 MERpK Other (J) −1,859 $0 EDGAR
2019-02-20 MERpK Mixed +59,868 -$1.67M EDGAR
2019-02-15 MERpK Grant (A) $0 EDGAR
Showing 2125 of 25
Page 3 of 3
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.