Form 4 for JPM JPMorgan Chase
Accepted 2023-01-17 19:17:00 ET · period of report 2023-01-13 · accession 0001225208-23-000681 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2023-01-17 19:17 | 2023-01-13 | JPM | Beer Lori A | CIO | M - OptEx | $0.00 | +14.6K | 53.3K | +38% | $0 |
| D | 2023-01-17 19:17 | 2023-01-13 | JPM | Beer Lori A | CIO | F - Tax | $139.15 | -7,048 | 46.3K | -13% | -$980.7K |
| DM | 2023-01-17 19:17 | 2023-01-13 | JPM | Beer Lori A | CIO | M - OptEx | $0.00 | -14.6K | 7,271 | -67% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2023-01-13 | M | A | 7,371 | $0.00 | 46,074 | D | — | — | (F1) Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. |
| 2 | Common | Common Stock | 2023-01-13 | M | A | 7,271 | $0.00 | 53,345 | D | — | — | (F1) Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. |
| 3 | Common | Common Stock | 2023-01-13 | F | D | 7,048 | $139.15 | 46,297 | D | — | — | |
| 4 | Derivative | Restricted Stock Units | 2023-01-13 | M | D | 7,371 | $0.00 | 0 | D | — · — to 2023-01-13 | 7,371 Common Stock | (F1) Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. (F2) Restricted stock units vest 50% on January 13, 2022 and 50% on January 13, 2023. |
| 5 | Derivative | Restricted Stock Units | 2023-01-13 | M | D | 7,271 | $0.00 | 7,271 | D | — · — to 2024-01-13 | 7,271 Common Stock | (F1) Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. (F3) Restricted stock units vest 50% on January 13, 2023 and 50% on January 13, 2024. |