Form 4 for JPM JPMorgan Chase
Accepted 2024-01-16 19:10:52 ET · period of report 2024-01-13 · accession 0001225208-24-000937 · 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 | 2024-01-16 19:10 | 2024-01-13 | JPM | Beer Lori A | CIO | M - OptEx | $0.00 | +15.4K | 56.5K | +37% | $0 |
| D | 2024-01-16 19:10 | 2024-01-13 | JPM | Beer Lori A | CIO | F - Tax | $172.60 | -7,631 | 48.9K | -13% | -$1.32M |
| DM | 2024-01-16 19:10 | 2024-01-13 | JPM | Beer Lori A | CIO | M - OptEx | $0.00 | -15.4K | 8,080 | -66% | $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 | 2024-01-13 | M | A | 8,080 | $0.00 | 49,276 | D | — | — | (F1) Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. |
| 2 | Common | Common Stock | 2024-01-13 | M | A | 7,271 | $0.00 | 56,547 | D | — | — | (F1) Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. |
| 3 | Common | Common Stock | 2024-01-13 | F | D | 7,631 | $172.60 | 48,916 | D | — | — | |
| 4 | Derivative | Restricted Stock Units | 2024-01-13 | M | D | 7,271 | $0.00 | 0 | 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. (F2) Restricted stock units vest 50% on January 13, 2023 and 50% on January 13, 2024. |
| 5 | Derivative | Restricted Stock Units | 2024-01-13 | M | D | 8,080 | $0.00 | 8,080 | D | — · — to 2025-01-13 | 8,080 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, 2024 and 50% on January 13, 2025. |