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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 1 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 8 |
| Feb 2026 | 0 | 14 |
| Mar 2026 | 0 | 1 |
| Apr 2026 | 0 | 8 |
| May 2026 | 0 | 8 |
| Jun 2026 | 0 | 1 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 1 |
| Sep 2026 | 0 | 1 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 01, 2004 Filed Jul 2, 2004 14:43 UTC |
ADAMS AUSTIN AExecutive Vice President
|
GrantCommon Stock | 98,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-04-001116 · doc4.xml · nonDerivative · entry 1 ADAMS AUSTIN A · CIK 0001195339 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,245 Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:43 UTC |
GUGGENHEIMER JOANCo-General Counsel
|
GrantEmployee Stock Option (right to buy) · Derivative | 132,000 | $0.00 Strike: $29.96 | $0.00 |
DisclosureSEC source: 0001225208-04-001117 · doc4.xml · derivative · entry 6 GUGGENHEIMER JOAN · CIK 0001230247 · Co-General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,000 Underlying: Common Stock · 132,000 shares Expires 2009-08-15 F3 · price: See Remarks. F2 · derivative.exercise_date: Option vests over 3 years in one-third annual increments from date of grant. The date exercisable reported in the table is the first vesting date. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:43 UTC |
GUGGENHEIMER JOANCo-General Counsel
|
GrantEmployee Stock Option (right to buy) · Derivative | 396,000 | $0.00 Strike: $28.30 | $0.00 |
DisclosureSEC source: 0001225208-04-001117 · doc4.xml · derivative · entry 5 GUGGENHEIMER JOAN · CIK 0001230247 · Co-General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,000 Underlying: Common Stock · 396,000 shares Expires 2009-06-02 F3 · price: See Remarks. F2 · derivative.exercise_date: Option vests over 3 years in one-third annual increments from date of grant. The date exercisable reported in the table is the first vesting date. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:43 UTC |
GUGGENHEIMER JOANCo-General Counsel
|
GrantCommon Stock | 78,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-04-001117 · doc4.xml · nonDerivative · entry 2 GUGGENHEIMER JOAN · CIK 0001230247 · Co-General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,594 F1 · price: See Remarks Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:43 UTC |
GUGGENHEIMER JOANCo-General Counsel
|
GrantCommon Stock | 127,719 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-04-001117 · doc4.xml · nonDerivative · entry 1 GUGGENHEIMER JOAN · CIK 0001230247 · Co-General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,319 Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:43 UTC |
DONOVAN DAVID EExecutive Vice President
|
GrantEmployee Stock Option (right to buy) · Derivative | 3,969 | $0.00 Strike: $35.74 | $0.00 |
DisclosureSEC source: 0001225208-04-001120 · doc4.xml · derivative · entry 16 DONOVAN DAVID E · CIK 0001195346 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,969 Underlying: Common Stock · 3,969 shares Expires 2005-01-13 F2 · price: See Remarks. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:43 UTC |
DONOVAN DAVID EExecutive Vice President
|
GrantEmployee Stock Option (right to buy) · Derivative | 4,150 | $0.00 Strike: $31.73 | $0.00 |
DisclosureSEC source: 0001225208-04-001120 · doc4.xml · derivative · entry 15 DONOVAN DAVID E · CIK 0001195346 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,150 Underlying: Common Stock · 4,150 shares Expires 2005-01-13 F2 · price: See Remarks. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:43 UTC |
DONOVAN DAVID EExecutive Vice President
|
GrantEmployee Stock Option (right to buy) · Derivative | 6,807 | $0.00 Strike: $31.73 | $0.00 |
DisclosureSEC source: 0001225208-04-001120 · doc4.xml · derivative · entry 14 DONOVAN DAVID E · CIK 0001195346 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,807 Underlying: Common Stock · 6,807 shares Expires 2007-02-14 F2 · price: See Remarks. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:43 UTC |
DONOVAN DAVID EExecutive Vice President
|
GrantEmployee Stock Option (right to buy) · Derivative | 6,844 | $0.00 Strike: $31.73 | $0.00 |
DisclosureSEC source: 0001225208-04-001120 · doc4.xml · derivative · entry 13 DONOVAN DAVID E · CIK 0001195346 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,844 Underlying: Common Stock · 6,844 shares Expires 2006-03-08 F2 · price: See Remarks. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:43 UTC |
DONOVAN DAVID EExecutive Vice President
|
GrantEmployee Stock Option (right to buy) · Derivative | 7,698 | $0.00 Strike: $37.07 | $0.00 |
DisclosureSEC source: 0001225208-04-001120 · doc4.xml · derivative · entry 12 DONOVAN DAVID E · CIK 0001195346 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,698 Underlying: Common Stock · 7,698 shares Expires 2008-02-13 F2 · price: See Remarks. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:43 UTC |
DONOVAN DAVID EExecutive Vice President
|
GrantEmployee Stock Option (right to buy) · Derivative | 8,597 | $0.00 Strike: $31.73 | $0.00 |
DisclosureSEC source: 0001225208-04-001120 · doc4.xml · derivative · entry 11 DONOVAN DAVID E · CIK 0001195346 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,597 Underlying: Common Stock · 8,597 shares Expires 2011-02-09 F2 · price: See Remarks. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:43 UTC |
DONOVAN DAVID EExecutive Vice President
|
GrantEmployee Stock Option (right to buy) · Derivative | 9,755 | $0.00 Strike: $31.73 | $0.00 |
DisclosureSEC source: 0001225208-04-001120 · doc4.xml · derivative · entry 10 DONOVAN DAVID E · CIK 0001195346 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,755 Underlying: Common Stock · 9,755 shares Expires 2020-02-15 F2 · price: See Remarks. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:43 UTC |
DONOVAN DAVID EExecutive Vice President
|
GrantEmployee Stock Option (right to buy) · Derivative | 9,979 | $0.00 Strike: $37.92 | $0.00 |
DisclosureSEC source: 0001225208-04-001120 · doc4.xml · derivative · entry 9 DONOVAN DAVID E · CIK 0001195346 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,979 Underlying: Common Stock · 9,979 shares Expires 2019-02-16 F2 · price: See Remarks. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:43 UTC |
DONOVAN DAVID EExecutive Vice President
|
GrantEmployee Stock Option (right to buy) · Derivative | 95,833 | $0.00 Strike: $28.70 | $0.00 |
DisclosureSEC source: 0001225208-04-001120 · doc4.xml · derivative · entry 8 DONOVAN DAVID E · CIK 0001195346 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,833 Underlying: Common Stock · 95,833 shares Expires 2011-02-09 F2 · price: See Remarks. F4 · derivative.exercise_date: Option vests over 5 years in 20% annual increments from date of grant. The date exercisable reported in the table is the first vesting date. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:43 UTC |
DONOVAN DAVID EExecutive Vice President
|
GrantEmployee Stock Option (right to buy) · Derivative | 132,000 | $0.00 Strike: $31.22 | $0.00 |
DisclosureSEC source: 0001225208-04-001120 · doc4.xml · derivative · entry 7 DONOVAN DAVID E · CIK 0001195346 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,000 Underlying: Common Stock · 132,000 shares Expires 2012-04-16 F2 · price: See Remarks. F4 · derivative.exercise_date: Option vests over 5 years in 20% annual increments from date of grant. The date exercisable reported in the table is the first vesting date. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:43 UTC |
DONOVAN DAVID EExecutive Vice President
|
GrantEmployee Stock Option (right to buy) · Derivative | 198,000 | $0.00 Strike: $29.96 | $0.00 |
DisclosureSEC source: 0001225208-04-001120 · doc4.xml · derivative · entry 6 DONOVAN DAVID E · CIK 0001195346 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,000 Underlying: Common Stock · 198,000 shares Expires 2009-08-15 F2 · price: See Remarks. F3 · derivative.exercise_date: Option vests over 3 years in one-third annual increments from date of grant. The date exercisable reported in the table is the first vesting date. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:43 UTC |
DONOVAN DAVID EExecutive Vice President
|
GrantEmployee Stock Option ( right to buy ) · Derivative | 20,477 | $0.00 Strike: $31.73 | $0.00 |
DisclosureSEC source: 0001225208-04-001120 · doc4.xml · derivative · entry 5 DONOVAN DAVID E · CIK 0001195346 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,477 Underlying: Common Stock · 20,477 shares Expires 2020-02-15 F2 · price: See Remarks. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:43 UTC |
DONOVAN DAVID EExecutive Vice President
|
Tax withholdingCommon Stock | 1,302 | $38.64 | $50,309.28 |
DisclosureSEC source: 0001225208-04-001120 · doc4.xml · nonDerivative · entry 4 DONOVAN DAVID E · CIK 0001195346 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,912 Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:43 UTC |
DONOVAN DAVID EExecutive Vice President
|
GrantCommon Stock | 7,377 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-04-001120 · doc4.xml · nonDerivative · entry 3 DONOVAN DAVID E · CIK 0001195346 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Disclosed balance after: 7,377 F1 · price: See Remarks Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:43 UTC |
DONOVAN DAVID EExecutive Vice President
|
GrantCommon Stock | 98,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-04-001120 · doc4.xml · nonDerivative · entry 2 DONOVAN DAVID E · CIK 0001195346 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258,142 Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:43 UTC |
DONOVAN DAVID EExecutive Vice President
|
GrantCommon Stock | 159,897 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-04-001120 · doc4.xml · nonDerivative · entry 1 DONOVAN DAVID E · CIK 0001195346 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,897 F1 · price: See Remarks Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:43 UTC |
CAMPBELL WILLIAM IExecutive Vice President
|
GrantEmployee Stock Option (right to buy) · Derivative | 132,000 | $0.00 Strike: $31.22 | $0.00 |
DisclosureSEC source: 0001225208-04-001122 · doc4.xml · derivative · entry 4 CAMPBELL WILLIAM I · CIK 0001256939 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,000 Underlying: Common Stock · 132,000 shares Expires 2012-08-15 F3 · price: See Remarks. F4 · derivative.exercise_date: Option vests and becomes exercisable in 20% increments on February 15, 2004 and on each of the 1st, 2nd, 3rd and 4th anniversaries of the grant date. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:43 UTC |
CAMPBELL WILLIAM IExecutive Vice President
|
GrantEmployee Stock Option (right to buy) · Derivative | 858,000 | $0.00 Strike: $29.96 | $0.00 |
DisclosureSEC source: 0001225208-04-001122 · doc4.xml · derivative · entry 3 CAMPBELL WILLIAM I · CIK 0001256939 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 858,000 Underlying: Common Stock · 858,000 shares Expires 2009-08-15 F3 · price: See Remarks. F2 · derivative.exercise_date: Option vests over 3 years in one-third annual increments from date of grant. The date exercisable reported in the table is the first vesting date. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:43 UTC |
CAMPBELL WILLIAM IExecutive Vice President
|
GrantCommon Stock | 18,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-04-001122 · doc4.xml · nonDerivative · entry 2 CAMPBELL WILLIAM I · CIK 0001256939 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · by Sanoch Management, LLC Disclosed balance after: 18,480 F1 · price: See Remarks Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:43 UTC |
CAMPBELL WILLIAM IExecutive Vice President
|
GrantCommon Stock | 19,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-04-001122 · doc4.xml · nonDerivative · entry 1 CAMPBELL WILLIAM I · CIK 0001256939 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,036 F1 · price: See Remarks Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 18:48 UTC |
SCHARF CHARLES WExecutive Vice President
|
GrantEmployee Stock Option (right to buy) · Derivative | 56,760 | $0.00 Strike: $28.70 | $0.00 |
DisclosureSEC source: 0001225208-04-001124 · doc4.xml · derivative · entry 8 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,760 Underlying: Common Stock · 56,760 shares Expires 2011-02-09 F3 · price: See Remarks. F2 · derivative.exercise_date: Option vests over 5 years in 20% annual increments from date of grant. The date exercisable reported in the table is the first vesting date. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 18:48 UTC |
SCHARF CHARLES WExecutive Vice President
|
GrantEmployee Stock Option (right to buy) · Derivative | 114,840 | $0.00 Strike: $28.70 | $0.00 |
DisclosureSEC source: 0001225208-04-001124 · doc4.xml · derivative · entry 7 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,840 Underlying: Common Stock · 114,840 shares Expires 2011-02-09 F3 · price: See Remarks. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 18:48 UTC |
SCHARF CHARLES WExecutive Vice President
|
GrantEmployee Stock Option (right to buy) · Derivative | 198,000 | $0.00 Strike: $31.22 | $0.00 |
DisclosureSEC source: 0001225208-04-001124 · doc4.xml · derivative · entry 6 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,000 Underlying: Common Stock · 198,000 shares Expires 2012-04-16 F3 · price: See Remarks. F2 · derivative.exercise_date: Option vests over 5 years in 20% annual increments from date of grant. The date exercisable reported in the table is the first vesting date. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 18:48 UTC |
SCHARF CHARLES WExecutive Vice President
|
GrantEmployee Stock Option ( right to buy ) · Derivative | 396,000 | $0.00 Strike: $29.96 | $0.00 |
DisclosureSEC source: 0001225208-04-001124 · doc4.xml · derivative · entry 5 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,000 Underlying: Common Stock · 396,000 shares Expires 2009-08-15 F3 · price: See Remarks. F4 · derivative.exercise_date: Option vests over 3 years in one-third annual increments from date of grant. The date exercisable reported in the table is the first vesting date. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 18:48 UTC |
SCHARF CHARLES WExecutive Vice President
|
GrantEmployee Stock Option ( right to buy ) · Derivative | 1,029,600 | $0.00 Strike: $24.95 | $0.00 |
DisclosureSEC source: 0001225208-04-001124 · doc4.xml · derivative · entry 4 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,029,600 Underlying: Common Stock · 1,029,600 shares Expires 2010-06-12 F3 · price: See Remarks. F2 · derivative.exercise_date: Option vests over 5 years in 20% annual increments from date of grant. The date exercisable reported in the table is the first vesting date. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 18:48 UTC |
SCHARF CHARLES WExecutive Vice President
|
GrantCommon Stock | 1,601 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-04-001124 · doc4.xml · nonDerivative · entry 3 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Disclosed balance after: 1,601 F1 · price: See Remarks Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 18:48 UTC |
SCHARF CHARLES WExecutive Vice President
|
GrantCommon Stock | 196,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-04-001124 · doc4.xml · nonDerivative · entry 2 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 559,784 Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 18:48 UTC |
SCHARF CHARLES WExecutive Vice President
|
GrantCommon Stock | 362,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-04-001124 · doc4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363,294 F1 · price: See Remarks Read SEC document |
| July 01, 2004 Filed Nov 22, 2004 18:23 UTC Amendment |
MILLER HEIDIExecutive Vice President
|
GrantEmployee Stock Option (right to buy) · Derivative | 66,000 | Not disclosed Strike: $31.22 | Not disclosed |
DisclosureSEC source: 0000019617-04-000401 · mil546.xml · derivative · entry 8 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,000 Underlying: Common Stock · 66,000 shares Expires 2012-04-16 F4 · price: Options received in the merger between Bank One and JPM pursuant to which each outstanding option to purchase Bank One common stock was converted to an option to purchase JPM common stock on substantially the same terms, except that the number of shares was adjusted by multiplying the number of Bank One options by 1.32 and the exercise price was adjusted by dividing the Bank One exercise price by 1.32. F5 · derivative.exercise_date: Option vests over 5 years in 20% annual increments from date of grant. The date exercisable reported in the table is the first vesting date. Read SEC document |
| July 01, 2004 Filed Nov 22, 2004 18:23 UTC Amendment |
MILLER HEIDIExecutive Vice President
|
GrantEmployee Stock Option (right to buy) · Derivative | 396,000 | Not disclosed Strike: $31.65 | Not disclosed |
DisclosureSEC source: 0000019617-04-000401 · mil546.xml · derivative · entry 7 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,000 Underlying: Common Stock · 396,000 shares Expires 2012-04-01 F4 · price: Options received in the merger between Bank One and JPM pursuant to which each outstanding option to purchase Bank One common stock was converted to an option to purchase JPM common stock on substantially the same terms, except that the number of shares was adjusted by multiplying the number of Bank One options by 1.32 and the exercise price was adjusted by dividing the Bank One exercise price by 1.32. F5 · derivative.exercise_date: Option vests over 5 years in 20% annual increments from date of grant. The date exercisable reported in the table is the first vesting date. Read SEC document |
| July 01, 2004 Filed Nov 22, 2004 18:23 UTC Amendment |
MILLER HEIDIExecutive Vice President
|
GrantEmployee Stock Option (right to buy) · Derivative | 396,000 | Not disclosed Strike: $29.96 | Not disclosed |
DisclosureSEC source: 0000019617-04-000401 · mil546.xml · derivative · entry 6 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,000 Underlying: Common Stock · 396,000 shares Expires 2009-08-15 F4 · price: Options received in the merger between Bank One and JPM pursuant to which each outstanding option to purchase Bank One common stock was converted to an option to purchase JPM common stock on substantially the same terms, except that the number of shares was adjusted by multiplying the number of Bank One options by 1.32 and the exercise price was adjusted by dividing the Bank One exercise price by 1.32. F3 · derivative.exercise_date: Option vests over 3 years in one-third annual increments from date of grant. The date exercisable reported in the table is the first vesting date. Read SEC document |
| July 01, 2004 Filed Nov 22, 2004 18:23 UTC Amendment |
MILLER HEIDIExecutive Vice President
|
GrantCommon Stock | 5,280 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000019617-04-000401 · mil546.xml · nonDerivative · entry 5 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By GRAT Disclosed balance after: 5,280 F2 · price: Shares received in the merger between Bank One Corporation (Bank One) and JPMorgan Chase & Co. (JPM), pursuant to which each share of Bank One common stock was exchanged for 1.32 shares of JPM comon stock, having a market value of $38.77 per share on the effective date of the merger. Read SEC document |
| July 01, 2004 Filed Nov 22, 2004 18:23 UTC Amendment |
MILLER HEIDIExecutive Vice President
|
GrantCommon Stock | 1,179 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000019617-04-000401 · mil546.xml · nonDerivative · entry 4 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 1,179 F2 · price: Shares received in the merger between Bank One Corporation (Bank One) and JPMorgan Chase & Co. (JPM), pursuant to which each share of Bank One common stock was exchanged for 1.32 shares of JPM comon stock, having a market value of $38.77 per share on the effective date of the merger. Read SEC document |
| July 01, 2004 Filed Nov 22, 2004 18:23 UTC Amendment |
MILLER HEIDIExecutive Vice President
|
GrantCommon Stock | 1,584 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000019617-04-000401 · mil546.xml · nonDerivative · entry 3 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · As Custodian For Children Disclosed balance after: 1,584 F2 · price: Shares received in the merger between Bank One Corporation (Bank One) and JPMorgan Chase & Co. (JPM), pursuant to which each share of Bank One common stock was exchanged for 1.32 shares of JPM comon stock, having a market value of $38.77 per share on the effective date of the merger. Read SEC document |
| July 01, 2004 Filed Nov 22, 2004 18:23 UTC Amendment |
MILLER HEIDIExecutive Vice President
|
GrantCommon Stock | 112,484 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000019617-04-000401 · mil546.xml · nonDerivative · entry 2 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,712 F1 · shares: Balance adjustment to correct (i) misclassification of shares as indirect by spouse to direct since shares are held in a joint account and (ii) mathematical error in number of Bank One common stock converted into JPM common stock at the 1.32 merger conversion rate. F2 · price: Shares received in the merger between Bank One Corporation (Bank One) and JPMorgan Chase & Co. (JPM), pursuant to which each share of Bank One common stock was exchanged for 1.32 shares of JPM comon stock, having a market value of $38.77 per share on the effective date of the merger. Read SEC document |
| July 01, 2004 Filed Nov 22, 2004 18:23 UTC Amendment |
MILLER HEIDIExecutive Vice President
|
GrantCommon Stock | 157,192 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000401 · mil546.xml · nonDerivative · entry 1 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,228 Read SEC document |
| June 30, 2004 Filed Jul 2, 2004 12:28 UTC |
BECHERER HANS WDirector
|
OtherCommon Stock Equivalents · Derivative | 221.54 | $38.53 Strike: $0.00 | $8,534.83 |
DisclosureSEC source: 0000019617-04-000297 · bec440.xml · derivative · entry 2 BECHERER HANS W · CIK 0001023199 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,714.16 Underlying: Common Stock · 221.54 shares Expires not disclosed F2 · derivative.exercise_date: Common stock equivalents payable in cash upon termination of service as director. F2 · derivative.expiration_date: Common stock equivalents payable in cash upon termination of service as director. Read SEC document |
| June 30, 2004 Filed Jul 2, 2004 12:28 UTC |
BECHERER HANS WDirector
|
GrantCommon Stock Equivalents · Derivative | 486.69 | $38.53 Strike: $0.00 | $18,749.73 |
DisclosureSEC source: 0000019617-04-000297 · bec440.xml · derivative · entry 1 BECHERER HANS W · CIK 0001023199 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,492.62 Underlying: Common Stock · 486.69 shares Expires not disclosed F1 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash upon termination of service as director. F1 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash upon termination of service as director. Read SEC document |
| June 30, 2004 Filed Jul 2, 2004 12:28 UTC |
GRAY III WILLIAM HDirector
|
OtherCommon Stock Equivalents · Derivative | 241.59 | $38.53 Strike: $0.00 | $9,307.25 |
DisclosureSEC source: 0000019617-04-000301 · gra443.xml · derivative · entry 1 GRAY III WILLIAM H · CIK 0001140889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,543.07 Underlying: Common Stock · 241.59 shares Expires not disclosed F1 · derivative.exercise_date: Common stock equivalents payable in cash upon termination of service as director. F1 · derivative.expiration_date: Common stock equivalents payable in cash upon termination of service as director. Read SEC document |
| June 30, 2004 Filed Jul 2, 2004 12:29 UTC |
RAYMOND LEE RDirector
|
GrantCommon Stock Equivalents · Derivative | 584.03 | $38.53 Strike: $0.00 | $22,499.76 |
DisclosureSEC source: 0000019617-04-000304 · ray441.xml · derivative · entry 1 RAYMOND LEE R · CIK 0001198809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,003.3 Underlying: Common Stock · 584.03 shares Expires not disclosed F1 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash upon termination of service as director. F1 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash upon termination of service as director. Read SEC document |
| June 30, 2004 Filed Jul 2, 2004 12:29 UTC |
STAFFORD JOHN RDirector
|
GrantCommon Stock Equivalents · Derivative | 292.01 | $38.53 Strike: $0.00 | $11,249.69 |
DisclosureSEC source: 0000019617-04-000306 · sta442.xml · derivative · entry 1 STAFFORD JOHN R · CIK 0001055697 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,157.29 Underlying: Common Stock · 292.01 shares Expires not disclosed F1 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash upon termination of service as director. F1 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash upon termination of service as director. Read SEC document |
| June 16, 2004 Filed Jul 6, 2004 16:37 UTC |
DREW INA RManaging Director
|
GiftCommon Stock | 265 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000309 · dre448.xml · nonDerivative · entry 5 DREW INA R · CIK 0001254768 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 758,894.1166 Read SEC document |
| June 16, 2004 Filed Jul 6, 2004 16:37 UTC |
DREW INA RManaging Director
|
GiftCommon Stock | 265 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000309 · dre448.xml · nonDerivative · entry 4 DREW INA R · CIK 0001254768 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 759,159.1166 Read SEC document |
| June 16, 2004 Filed Jul 6, 2004 16:37 UTC |
DREW INA RManaging Director
|
GiftCommon Stock | 265 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000309 · dre448.xml · nonDerivative · entry 3 DREW INA R · CIK 0001254768 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 759,424.1166 Read SEC document |
| June 16, 2004 Filed Jul 6, 2004 16:37 UTC |
DREW INA RManaging Director
|
GiftCommon Stock | 265 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000309 · dre448.xml · nonDerivative · entry 2 DREW INA R · CIK 0001254768 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 759,689.1166 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.