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NYSE · USD

AMJB

JPMORGAN CHASE & CO

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Tapewire entity
2795
SEC CIK
0000019617
Parsed reports
2,624

Last 12 months

Inside the activity.

0 purchase rows · 43 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202500
Jan 202608
Feb 2026014
Mar 202601
Apr 202608
May 202608
Jun 202601
Jul 202600
Aug 202601
Sep 202601
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 25, 2026 Filed Mar 27, 2026 20:16 UTC
DIMON JAMESDirector · Chairman & CEO
Tax withholdingCommon Stock 177,222.2133 $295.04 $52,287,641.81
Disclosure

SEC source: 0001225208-26-004049 · doc4.xml · nonDerivative · entry 2

DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,811,113

Read SEC document
March 25, 2026 Filed Mar 27, 2026 20:16 UTC
DIMON JAMESDirector · Chairman & CEO
Exercise / conversionCommon Stock 320,473.2133 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-004049 · doc4.xml · nonDerivative · entry 1

DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,988,335.2133

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: These shares represent JPM common stock acquired on March 25, 2026 upon settlement of a Performance Share Unit (PSU) award granted on January 17, 2023 for the three-year performance period ended December 31, 2025 (as previously disclosed on a Form 4 filed on March 19, 2026), and must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award.

F2 · price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

Read SEC document
March 25, 2026 Filed Mar 27, 2026 20:16 UTC
Erdoes Mary E.CEO Asset & Wealth Management
Exercise / conversionPerformance Share Units · Derivative 84,983.5007 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-004050 · doc4.xml · derivative · entry 3

Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 84,983.5007 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

F3 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

F3 · derivative.exercise_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

F3 · derivative.expiration_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

Read SEC document
March 25, 2026 Filed Mar 27, 2026 20:16 UTC
Erdoes Mary E.CEO Asset & Wealth Management
Tax withholdingCommon Stock 46,996.5007 $295.04 $13,865,847.57
Disclosure

SEC source: 0001225208-26-004050 · doc4.xml · nonDerivative · entry 2

Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 651,392

Read SEC document
March 25, 2026 Filed Mar 27, 2026 20:16 UTC
Erdoes Mary E.CEO Asset & Wealth Management
Exercise / conversionCommon Stock 84,983.5007 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-004050 · doc4.xml · nonDerivative · entry 1

Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 698,388.5007

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: These shares represent JPM common stock acquired on March 25, 2026 upon settlement of a Performance Share Unit (PSU) award granted on January 17, 2023 for the three-year performance period ended December 31, 2025 (as previously disclosed on a Form 4 filed on March 19, 2026), and must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award.

F2 · price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

Read SEC document
March 25, 2026 Filed Mar 27, 2026 20:16 UTC
Friedman StaceyGeneral Counsel
Exercise / conversionPerformance Share Units · Derivative 48,929.4426 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-004051 · doc4.xml · derivative · entry 5

Friedman Stacey · CIK 0001662926 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 48,929.4426 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

F3 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

F3 · derivative.exercise_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

F3 · derivative.expiration_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

Read SEC document
March 25, 2026 Filed Mar 27, 2026 20:16 UTC
Friedman StaceyGeneral Counsel
Tax withholdingCommon Stock 27,058.4426 $295.04 $7,983,322.90
Disclosure

SEC source: 0001225208-26-004051 · doc4.xml · nonDerivative · entry 2

Friedman Stacey · CIK 0001662926 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,007

Read SEC document
March 25, 2026 Filed Mar 27, 2026 20:16 UTC
Friedman StaceyGeneral Counsel
Exercise / conversionCommon Stock 48,929.4426 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-004051 · doc4.xml · nonDerivative · entry 1

Friedman Stacey · CIK 0001662926 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99,065.4426

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: These shares represent JPM common stock acquired on March 25, 2026 upon settlement of a Performance Share Unit (PSU) award granted on January 17, 2023 for the three-year performance period ended December 31, 2025 (as previously disclosed on a Form 4 filed on March 19, 2026), and must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award.

F2 · price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

Read SEC document
March 25, 2026 Filed Mar 27, 2026 20:16 UTC Exercise / conversionPerformance Share Units · Derivative 57,514.7352 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-004052 · doc4.xml · derivative · entry 5

Lake Marianne · CIK 0001566079 · CEO CCB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 57,514.7352 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

F3 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

F3 · derivative.exercise_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

F3 · derivative.expiration_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

Read SEC document
March 25, 2026 Filed Mar 27, 2026 20:16 UTC Tax withholdingCommon Stock 31,805.7352 $295.04 $9,383,964.11
Disclosure

SEC source: 0001225208-26-004052 · doc4.xml · nonDerivative · entry 2

Lake Marianne · CIK 0001566079 · CEO CCB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,726

Read SEC document
March 25, 2026 Filed Mar 27, 2026 20:16 UTC Exercise / conversionCommon Stock 57,514.7352 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-004052 · doc4.xml · nonDerivative · entry 1

Lake Marianne · CIK 0001566079 · CEO CCB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,531.7352

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: These shares represent JPM common stock acquired on March 25, 2026 upon settlement of a Performance Share Unit (PSU) award granted on January 17, 2023 for the three-year performance period ended December 31, 2025 (as previously disclosed on a Form 4 filed on March 19, 2026), and must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award.

F2 · price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

Read SEC document
March 25, 2026 Filed Mar 27, 2026 20:16 UTC
Leopold RobinHead of Human Resources
Exercise / conversionPerformance Share Units · Derivative 24,894.7727 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-004053 · doc4.xml · derivative · entry 5

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 24,894.7727 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

F3 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

F3 · derivative.exercise_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

F3 · derivative.expiration_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

Read SEC document
March 25, 2026 Filed Mar 27, 2026 20:16 UTC
Leopold RobinHead of Human Resources
Tax withholdingCommon Stock 13,767.7727 $295.04 $4,062,043.66
Disclosure

SEC source: 0001225208-26-004053 · doc4.xml · nonDerivative · entry 2

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,047

Read SEC document
March 25, 2026 Filed Mar 27, 2026 20:16 UTC
Leopold RobinHead of Human Resources
Exercise / conversionCommon Stock 24,894.7727 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-004053 · doc4.xml · nonDerivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,814.7727

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: These shares represent JPM common stock acquired on March 25, 2026 upon settlement of a Performance Share Unit (PSU) award granted on January 17, 2023 for the three-year performance period ended December 31, 2025 (as previously disclosed on a Form 4 filed on March 19, 2026), and must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award.

F2 · price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

Read SEC document
March 25, 2026 Filed Mar 27, 2026 20:16 UTC
Petno Douglas BCo-CEO CIB
Exercise / conversionPerformance Share Units · Derivative 50,647.5438 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-004054 · doc4.xml · derivative · entry 4

Petno Douglas B · CIK 0001539649 · Co-CEO CIB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 50,647.5438 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

F3 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

F3 · derivative.exercise_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

F3 · derivative.expiration_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

Read SEC document
March 25, 2026 Filed Mar 27, 2026 20:16 UTC
Petno Douglas BCo-CEO CIB
Tax withholdingCommon Stock 28,008.5438 $295.04 $8,263,640.76
Disclosure

SEC source: 0001225208-26-004054 · doc4.xml · nonDerivative · entry 2

Petno Douglas B · CIK 0001539649 · Co-CEO CIB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 387,467

Read SEC document
March 25, 2026 Filed Mar 27, 2026 20:16 UTC
Petno Douglas BCo-CEO CIB
Exercise / conversionCommon Stock 50,647.5438 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-004054 · doc4.xml · nonDerivative · entry 1

Petno Douglas B · CIK 0001539649 · Co-CEO CIB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 415,475.5438

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: These shares represent JPM common stock acquired on March 25, 2026 upon settlement of a Performance Share Unit (PSU) award granted on January 17, 2023 for the three-year performance period ended December 31, 2025 (as previously disclosed on a Form 4 filed on March 19, 2026), and must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award.

F2 · price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

Read SEC document
March 25, 2026 Filed Mar 27, 2026 20:16 UTC
Piepszak JenniferChief Operating Officer
Exercise / conversionPerformance Share Units · Derivative 57,514.7352 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-004055 · doc4.xml · derivative · entry 3

Piepszak Jennifer · CIK 0001775584 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 57,514.7352 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

F3 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

F3 · derivative.exercise_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

F3 · derivative.expiration_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

Read SEC document
March 25, 2026 Filed Mar 27, 2026 20:16 UTC
Piepszak JenniferChief Operating Officer
Tax withholdingCommon Stock 29,404.7352 $295.04 $8,675,573.07
Disclosure

SEC source: 0001225208-26-004055 · doc4.xml · nonDerivative · entry 2

Piepszak Jennifer · CIK 0001775584 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99,137

Read SEC document
March 25, 2026 Filed Mar 27, 2026 20:16 UTC
Piepszak JenniferChief Operating Officer
Exercise / conversionCommon Stock 57,514.7352 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-004055 · doc4.xml · nonDerivative · entry 1

Piepszak Jennifer · CIK 0001775584 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 128,541.7352

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: These shares represent JPM common stock acquired on March 25, 2026 upon settlement of a Performance Share Unit (PSU) award granted on January 17, 2023 for the three-year performance period ended December 31, 2025 (as previously disclosed on a Form 4 filed on March 19, 2026), and must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award.

F2 · price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

Read SEC document
March 25, 2026 Filed Mar 27, 2026 20:16 UTC Exercise / conversionPerformance Share Units · Derivative 72,965.1126 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-004056 · doc4.xml · derivative · entry 4

Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 72,965.1126 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

F3 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

F3 · derivative.exercise_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

F3 · derivative.expiration_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025, as provided under the terms of a PSU award granted on January 17, 2023, and as previously reported on a Form 4 filed on March 19, 2026. The PSUs settled in shares of common stock on March 25, 2026. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.

Read SEC document
March 25, 2026 Filed Mar 27, 2026 20:16 UTC Tax withholdingCommon Stock 40,349.1126 $295.04 $11,904,602.18
Disclosure

SEC source: 0001225208-26-004056 · doc4.xml · nonDerivative · entry 2

Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 143,895

Read SEC document
March 25, 2026 Filed Mar 27, 2026 20:16 UTC Exercise / conversionCommon Stock 72,965.1126 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-004056 · doc4.xml · nonDerivative · entry 1

Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 184,244.1126

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: These shares represent JPM common stock acquired on March 25, 2026 upon settlement of a Performance Share Unit (PSU) award granted on January 17, 2023 for the three-year performance period ended December 31, 2025 (as previously disclosed on a Form 4 filed on March 19, 2026), and must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award.

F2 · price: Each PSU represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

Read SEC document
March 23, 2026 Filed Mar 23, 2026 22:29 UTC
Leopold RobinHead of Human Resources
SaleCommon Stock 433 $295.06 $127,760.98
Disclosure

SEC source: 0001726825-26-000005 · primary_doc.xml · nonDerivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 64,920

Read SEC document
March 17, 2026 Filed Mar 19, 2026 20:19 UTC
DIMON JAMESDirector · Chairman & CEO
GrantPerformance Share Units · Derivative 320,473.2133 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-003862 · doc4.xml · derivative · entry 1

DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 320,473.2133

Underlying: Common Stock · 320,473.2133 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Performance Share Unit (PSU) represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

F2 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025. The PSUs are expected to vest and settle in shares of common stock on March 25, 2026, which will be reported in a later Form 4 filing. The Firm previously reported in a Current Report on Form 8-K filed on January 19, 2023 that Mr. James Dimon's compensation for performance year 2022 included variable compensation comprised partly of the PSUs reported. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned.

F3 · derivative.exercise_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 17, 2023.

F3 · derivative.expiration_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 17, 2023.

Read SEC document
March 17, 2026 Filed Mar 19, 2026 20:19 UTC
Leopold RobinHead of Human Resources
GrantPerformance Share Units · Derivative 24,894.7727 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-003863 · doc4.xml · derivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,894.7727

Underlying: Common Stock · 24,894.7727 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Performance Share Unit (PSU) represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

F2 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025. The PSUs are expected to vest and settle in shares of common stock on March 25, 2026, which will be reported in a later Form 4 filing. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned.

F3 · derivative.exercise_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 17, 2023.

F3 · derivative.expiration_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 17, 2023.

Read SEC document
March 17, 2026 Filed Mar 19, 2026 20:19 UTC
Friedman StaceyGeneral Counsel
GrantPerformance Share Units · Derivative 48,929.4426 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-003864 · doc4.xml · derivative · entry 1

Friedman Stacey · CIK 0001662926 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,929.4426

Underlying: Common Stock · 48,929.4426 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Performance Share Unit (PSU) represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

F2 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025. The PSUs are expected to vest and settle in shares of common stock on March 25, 2026, which will be reported in a later Form 4 filing. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned.

F3 · derivative.exercise_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 17, 2023.

F3 · derivative.expiration_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 17, 2023.

Read SEC document
March 17, 2026 Filed Mar 19, 2026 20:19 UTC GrantPerformance Share Units · Derivative 72,965.1126 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-003865 · doc4.xml · derivative · entry 1

Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,965.1126

Underlying: Common Stock · 72,965.1126 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Performance Share Unit (PSU) represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

F2 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025. The PSUs are expected to vest and settle in shares of common stock on March 25, 2026, which will be reported in a later Form 4 filing. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned.

F3 · derivative.exercise_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 17, 2023.

F3 · derivative.expiration_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 17, 2023.

Read SEC document
March 17, 2026 Filed Mar 19, 2026 20:19 UTC
Beer Lori AChief Information Officer
GrantPerformance Share Units · Derivative 28,327.8685 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-003866 · doc4.xml · derivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,327.8685

Underlying: Common Stock · 28,327.8685 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Performance Share Unit (PSU) represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

F2 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025. The PSUs are expected to vest and settle in shares of common stock on March 25, 2026, which will be reported in a later Form 4 filing. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned.

F3 · derivative.exercise_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 17, 2023.

F3 · derivative.expiration_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 17, 2023.

Read SEC document
March 17, 2026 Filed Mar 19, 2026 20:19 UTC
Barnum JeremyChief Financial Officer
GrantPerformance Share Units · Derivative 38,629.1557 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-003867 · doc4.xml · derivative · entry 1

Barnum Jeremy · CIK 0001863986 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,629.1557

Underlying: Common Stock · 38,629.1557 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Performance Share Unit (PSU) represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

F2 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025. The PSUs are expected to vest and settle in shares of common stock on March 25, 2026, which will be reported in a later Form 4 filing. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned.

F3 · derivative.exercise_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 17, 2023.

F3 · derivative.expiration_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 17, 2023.

Read SEC document
March 17, 2026 Filed Mar 19, 2026 20:19 UTC
BACON ASHLEYChief Risk Officer
GrantPerformance Share Units · Derivative 47,213.4479 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-003868 · doc4.xml · derivative · entry 1

BACON ASHLEY · CIK 0001580075 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,213.4479

Underlying: Common Stock · 47,213.4479 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Performance Share Unit (PSU) represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

F2 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025. The PSUs are expected to vest and settle in shares of common stock on March 25, 2026, which will be reported in a later Form 4 filing. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned.

F3 · derivative.exercise_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 17, 2023.

F3 · derivative.expiration_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 17, 2023.

Read SEC document
March 17, 2026 Filed Mar 19, 2026 20:19 UTC
Piepszak JenniferChief Operating Officer
GrantPerformance Share Units · Derivative 57,514.7352 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-003869 · doc4.xml · derivative · entry 1

Piepszak Jennifer · CIK 0001775584 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,514.7352

Underlying: Common Stock · 57,514.7352 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Performance Share Unit (PSU) represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

F2 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025. The PSUs are expected to vest and settle in shares of common stock on March 25, 2026, which will be reported in a later Form 4 filing. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned.

F3 · derivative.exercise_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 17, 2023.

F3 · derivative.expiration_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 17, 2023.

Read SEC document
March 17, 2026 Filed Mar 19, 2026 20:19 UTC
Erdoes Mary E.CEO Asset & Wealth Management
GrantPerformance Share Units · Derivative 84,983.5007 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-003870 · doc4.xml · derivative · entry 1

Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,983.5007

Underlying: Common Stock · 84,983.5007 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Performance Share Unit (PSU) represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

F2 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025. The PSUs are expected to vest and settle in shares of common stock on March 25, 2026, which will be reported in a later Form 4 filing. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned.

F3 · derivative.exercise_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 17, 2023.

F3 · derivative.expiration_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 17, 2023.

Read SEC document
March 17, 2026 Filed Mar 19, 2026 20:19 UTC
Petno Douglas BCo-CEO CIB
GrantPerformance Share Units · Derivative 50,647.5438 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-003871 · doc4.xml · derivative · entry 1

Petno Douglas B · CIK 0001539649 · Co-CEO CIB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,647.5438

Underlying: Common Stock · 50,647.5438 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Performance Share Unit (PSU) represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

F2 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025. The PSUs are expected to vest and settle in shares of common stock on March 25, 2026, which will be reported in a later Form 4 filing. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned.

F3 · derivative.exercise_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 17, 2023.

F3 · derivative.expiration_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 17, 2023.

Read SEC document
March 17, 2026 Filed Mar 19, 2026 20:19 UTC GrantPerformance Share Units · Derivative 57,514.7352 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-003872 · doc4.xml · derivative · entry 1

Lake Marianne · CIK 0001566079 · CEO CCB

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,514.7352

Underlying: Common Stock · 57,514.7352 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Performance Share Unit (PSU) represents a contingent right to receive one share of JPM common stock upon vesting based on the attainment of performance goals.

F2 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2025. The PSUs are expected to vest and settle in shares of common stock on March 25, 2026, which will be reported in a later Form 4 filing. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned.

F3 · derivative.exercise_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 17, 2023.

F3 · derivative.expiration_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 17, 2023.

Read SEC document
February 19, 2026 Filed Feb 19, 2026 22:19 UTC
DIMON JAMESDirector · Chairman & CEO
SaleCommon Stock 22,235 $307.19 $6,830,423.01
Disclosure

SEC source: 0001225208-26-002170 · doc4.xml · nonDerivative · entry 6

DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Indirect · By Family Trusts

Disclosed balance after: 4,209,284

Read SEC document
February 19, 2026 Filed Feb 19, 2026 22:19 UTC
DIMON JAMESDirector · Chairman & CEO
SaleCommon Stock 22,235 $307.19 $6,830,425.24
Disclosure

SEC source: 0001225208-26-002170 · doc4.xml · nonDerivative · entry 5

DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Indirect · By Family Trusts

Disclosed balance after: 4,231,519

Read SEC document
February 19, 2026 Filed Feb 19, 2026 22:19 UTC
DIMON JAMESDirector · Chairman & CEO
SaleCommon Stock 10,042 $307.19 $3,084,828.09
Disclosure

SEC source: 0001225208-26-002170 · doc4.xml · nonDerivative · entry 4

DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Indirect · By Family Trusts

Disclosed balance after: 4,253,754

Read SEC document
February 19, 2026 Filed Feb 19, 2026 22:19 UTC
DIMON JAMESDirector · Chairman & CEO
SaleCommon Stock 5,000 $307.19 $1,535,960.50
Disclosure

SEC source: 0001225208-26-002170 · doc4.xml · nonDerivative · entry 3

DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Indirect · By Family Trusts

Disclosed balance after: 4,263,796

Read SEC document
February 19, 2026 Filed Feb 19, 2026 22:19 UTC
DIMON JAMESDirector · Chairman & CEO
SaleCommon Stock 5,000 $307.19 $1,535,961.50
Disclosure

SEC source: 0001225208-26-002170 · doc4.xml · nonDerivative · entry 2

DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Indirect · By Family Trusts

Disclosed balance after: 4,268,796

Read SEC document
February 19, 2026 Filed Feb 19, 2026 22:19 UTC
DIMON JAMESDirector · Chairman & CEO
SaleCommon Stock 5,000 $307.19 $1,535,963.00
Disclosure

SEC source: 0001225208-26-002170 · doc4.xml · nonDerivative · entry 1

DIMON JAMES · CIK 0001195345 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Indirect · By Family Trusts

Disclosed balance after: 4,273,796

Read SEC document
February 19, 2026 Filed Feb 19, 2026 22:33 UTC SaleCommon Stock 50,000 $307.11 $15,355,670.00
Disclosure

SEC source: 0001225208-26-002171 · doc4.xml · nonDerivative · entry 1

Rohrbaugh Troy L · CIK 0002010711 · Co-CEO CIB

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 111,279

Read SEC document
February 19, 2026 Filed Feb 19, 2026 22:36 UTC
Leopold RobinHead of Human Resources
SaleCommon Stock 432 $307.14 $132,684.22
Disclosure

SEC source: 0001225208-26-002172 · doc4.xml · nonDerivative · entry 1

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 65,353

Read SEC document
February 17, 2026 Filed Feb 17, 2026 22:21 UTC
Friedman StaceyGeneral Counsel
SaleCommon Stock 3,404 $306.40 $1,042,985.26
Disclosure

SEC source: 0001225208-26-001990 · doc4.xml · nonDerivative · entry 1

Friedman Stacey · CIK 0001662926 · General Counsel

10b5-1 filing: Plan reported

Ownership: Indirect · By GRAT

Disclosed balance after: 61,949

Read SEC document
February 17, 2026 Filed Feb 17, 2026 22:21 UTC SaleCommon Stock 3,907 $306.41 $1,197,158.33
Disclosure

SEC source: 0001225208-26-001991 · doc4.xml · nonDerivative · entry 1

Lake Marianne · CIK 0001566079 · CEO CCB

10b5-1 filing: Plan reported

Ownership: Indirect · By GRATs

Disclosed balance after: 137,299

F1 · balance_after: Balances reflect a) 10,847 shares transferred from a Grantor Retained Annuity Trust ("GRAT") to a Family Trust on February 9, 2026; b) 8,386 shares transferred from a GRAT to the Grantor on February 9, 2026; and c) 39,404 shares transferred from the Grantor for funding of a GRAT on February 10, 2026. These transactions are exempt from Section 16(b) pursuant to Rule 16a-13.

Read SEC document
February 17, 2026 Filed Feb 17, 2026 22:21 UTC
Barnum JeremyChief Financial Officer
SaleCommon Stock 2,892 $306.42 $886,157.10
Disclosure

SEC source: 0001225208-26-001992 · doc4.xml · nonDerivative · entry 1

Barnum Jeremy · CIK 0001863986 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 23,804

Read SEC document
February 17, 2026 Filed Feb 17, 2026 22:21 UTC
Beer Lori AChief Information Officer
SaleCommon Stock 2,047 $306.40 $627,207.15
Disclosure

SEC source: 0001225208-26-001993 · doc4.xml · nonDerivative · entry 1

Beer Lori A · CIK 0001436677 · Chief Information Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 60,452

Read SEC document
February 17, 2026 Filed Feb 17, 2026 22:21 UTC
Erdoes Mary E.CEO Asset & Wealth Management
SaleCommon Stock 5,731 $306.41 $1,756,046.03
Disclosure

SEC source: 0001225208-26-001994 · doc4.xml · nonDerivative · entry 1

Erdoes Mary E. · CIK 0001473446 · CEO Asset & Wealth Management

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 613,405

Read SEC document
February 17, 2026 Filed Feb 17, 2026 22:21 UTC
Petno Douglas BCo-CEO CIB
SaleCommon Stock 3,487 $306.40 $1,068,429.00
Disclosure

SEC source: 0001225208-26-001995 · doc4.xml · nonDerivative · entry 1

Petno Douglas B · CIK 0001539649 · Co-CEO CIB

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 364,828

Read SEC document
February 03, 2026 Filed Feb 4, 2026 21:18 UTC
Leopold RobinHead of Human Resources
GiftCommon Stock 132 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-001304 · doc4.xml · nonDerivative · entry 2

Leopold Robin · CIK 0001726825 · Head of Human Resources

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse's GRAT

Disclosed balance after: 9,201

F2 · balance_after: Balance reflects 132 shares transferred from Spouse's Grantor Retained Annuity Trust to the Grantor on February 3, 2026. This transfer is exempt from Section 16 pursuant to Rule 16a-13.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.