Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BERKSHIRE HATHAWAY INCBRKA · Entity 2792 | Director | May 08, 2012 | May 09, 2012 |
| COMCAST CORPCMCSA · Entity 1651 | Sr. EVP | October 16, 2019 | October 18, 2019 |
| JPMORGAN CHASE & COJPM · Entity 2795 | Director | October 14, 2026 | October 15, 2026 |
| Snowflake Inc.SNOW · Entity 2425 | Director | May 23, 2023 | September 26, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BERKSHIRE HATHAWAY INC
Report date May 08, 2012 · Filed May 09, 2012
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table II · derivative / convertible security | Direct | 16 |
Reported balance
After 2012-05-08 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2012-05-08 · Purchase · Acquired 11 · Balance 16 F1: Each share of Class A Common Stock is convertible at any time at the option of the reporting person into 1,500 shares of Class B Common Stock. F3: This transaction was executed in multiple trades at prices ranging from $122,899 to $123,082. The price reported above reflects the weighted-average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. F2: Not applicable |
| Class A Common StockSEC Table II · derivative / convertible security | IndirectBy IRA | 6 |
Reported balance
Holding disclosure · report date 2012-05-08 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 6 F1: Each share of Class A Common Stock is convertible at any time at the option of the reporting person into 1,500 shares of Class B Common Stock. F2: Not applicable |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of Class A Common Stock is convertible at any time at the option of the reporting person into 1,500 shares of Class B Common Stock.
F2: Not applicable
F3: This transaction was executed in multiple trades at prices ranging from $122,899 to $123,082. The price reported above reflects the weighted-average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected.
COMCAST CORP
Report date October 16, 2019 · Filed October 18, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 57,222 |
Reported balance
After 2019-10-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-10-16 · Other · Disposed 24,253 · Balance 57,222 F1: Each restricted stock unit represents a contigent right to receive one share of Class A Common Stock. F2: The reporting person had previously elected to defer receipt of shares and to notionally reinvest the deferred compensation in another investment plan. F3: These restricted stock units vest on the transaction date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contigent right to receive one share of Class A Common Stock.
F2: The reporting person had previously elected to defer receipt of shares and to notionally reinvest the deferred compensation in another investment plan.
F3: These restricted stock units vest on the transaction date.
JPMORGAN CHASE & CO
Report date October 14, 2026 · Filed October 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 179,166.9615 |
Reported balance
After 2026-10-14 transaction · row 1
1 source rowRow 1 · 2026-10-14 · Gift · Disposed 30,000 · Balance 179,166.9615 F1: Contribution to a non-profit organization. |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT | 55,245 |
Reported balance
Holding disclosure · report date 2026-10-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 55,245 |
Filing footnotes · ownership attribution and instrument terms
F1: Contribution to a non-profit organization.
Snowflake Inc.
Report date May 23, 2023 · Filed September 26, 2023 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 2,681 |
Reported balance
Holding disclosure · report date 2023-05-23 · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · Balance 2,681 F1: Includes shares held by the Reporting Person and his spouse. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares held by the Reporting Person and his spouse.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 20, 2015 Filed Jan 22, 2015 21:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 4,024.5695 | $55.91 | $225,000.00 |
DisclosureSEC source: 0001225208-15-001759 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,258.1281 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| December 31, 2014 Filed Jan 5, 2015 22:27 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 299.6165 | $62.58 | $18,750.00 |
DisclosureSEC source: 0001225208-15-000537 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,233.5586 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 30, 2014 Filed Oct 2, 2014 20:47 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 311.255 | $60.24 | $18,750.00 |
DisclosureSEC source: 0001225208-14-021065 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,413.4616 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2014 Filed Jul 2, 2014 21:58 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 325.4078 | $57.62 | $18,750.00 |
DisclosureSEC source: 0001225208-14-016336 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,559.1598 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| March 31, 2014 Filed Apr 2, 2014 20:25 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 308.8453 | $60.71 | $18,750.00 |
DisclosureSEC source: 0001225208-14-009729 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,746.8257 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| January 22, 2014 Filed Jan 24, 2014 22:29 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 3,887.689 | $57.88 | $225,000.00 |
DisclosureSEC source: 0001225208-14-002327 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,974.3835 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| December 31, 2013 Filed Jan 3, 2014 21:52 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 320.6224 | $58.48 | $18,750.00 |
DisclosureSEC source: 0001225208-14-000632 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,086.6945 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 30, 2013 Filed Oct 2, 2013 22:47 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 362.7394 | $51.69 | $18,750.00 |
DisclosureSEC source: 0001225208-13-021253 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,252.7754 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2013 Filed Jul 2, 2013 21:19 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 355.1809 | $52.79 | $18,750.00 |
DisclosureSEC source: 0001225208-13-015547 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,395.3234 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| March 31, 2013 Filed Apr 2, 2013 21:09 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 395.0695 | $47.46 | $18,750.00 |
DisclosureSEC source: 0001225208-13-009149 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,604.9651 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| January 17, 2013 Filed Jan 19, 2013 00:02 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 3,649.635 | $46.58 | $170,000.00 |
DisclosureSEC source: 0001225208-13-001705 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,779.8489 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| December 31, 2012 Filed Jan 3, 2013 22:53 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 426.4271 | $43.97 | $18,750.00 |
DisclosureSEC source: 0001225208-13-000644 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,130.2139 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 30, 2012 Filed Oct 2, 2012 21:23 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 463.1917 | $40.48 | $18,750.00 |
DisclosureSEC source: 0001225208-12-020697 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,242.4921 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2012 Filed Jul 3, 2012 19:58 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 524.7691 | $35.73 | $18,750.00 |
DisclosureSEC source: 0001225208-12-015672 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,220.7724 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| May 08, 2012 Filed May 9, 2012 21:33 UTC | BERKSHIRE HATHAWAY INC BRKA · Entity 2792 | PurchaseClass A Common Stock · Derivative | 11 | $122,977.00 | $1,352,747.00 |
DisclosureSEC source: 0001209482-12-000001 · primary_doc.xml · derivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16 Underlying: Class B Common Stock · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: Each share of Class A Common Stock is convertible at any time at the option of the reporting person into 1,500 shares of Class B Common Stock. F3 · price: This transaction was executed in multiple trades at prices ranging from $122,899 to $123,082. The price reported above reflects the weighted-average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. F2 · derivative.exercise_date: Not applicable F2 · derivative.expiration_date: Not applicable F1 · derivative.underlying_shares: Each share of Class A Common Stock is convertible at any time at the option of the reporting person into 1,500 shares of Class B Common Stock. Read SEC document |
| March 31, 2012 Filed Apr 2, 2012 23:34 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 407.786 | $45.98 | $18,750.00 |
DisclosureSEC source: 0001225208-12-008747 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,275.3792 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| January 18, 2012 Filed Jan 20, 2012 22:38 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 4,774.6103 | $35.61 | $170,000.00 |
DisclosureSEC source: 0001225208-12-001766 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,467.5242 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| December 31, 2011 Filed Jan 4, 2012 23:09 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 563.9098 | $33.25 | $18,750.00 |
DisclosureSEC source: 0001225208-12-000616 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,692.9139 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 30, 2011 Filed Oct 4, 2011 19:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 622.5099 | $30.12 | $18,750.00 |
DisclosureSEC source: 0000019617-11-000238 · primary_doc.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,699.7833 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| July 22, 2011 Filed Jul 25, 2011 14:24 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | PurchaseCommon Stock | 25,000 | $42.18 | $1,054,417.50 |
DisclosureSEC source: 0001225208-11-018629 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,740.5301 Read SEC document |
| June 30, 2011 Filed Jul 5, 2011 21:00 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 457.9873 | $40.94 | $18,750.00 |
DisclosureSEC source: 0001225208-11-017468 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,740.5301 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| March 31, 2011 Filed Apr 4, 2011 21:27 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 406.7245 | $46.10 | $18,750.00 |
DisclosureSEC source: 0001225208-11-011030 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,999.7309 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| January 19, 2011 Filed Jan 20, 2011 23:02 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 3,838.7716 | $44.29 | $170,000.00 |
DisclosureSEC source: 0001225208-11-003462 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,537.2608 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| December 31, 2010 Filed Jan 4, 2011 21:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 442.0085 | $42.42 | $18,750.00 |
DisclosureSEC source: 0001225208-11-000600 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,698.4892 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 30, 2010 Filed Oct 4, 2010 19:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 492.6431 | $38.06 | $18,750.00 |
DisclosureSEC source: 0001225208-10-021908 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,194.9675 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2010 Filed Jul 2, 2010 17:49 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 512.1551 | $36.61 | $18,750.00 |
DisclosureSEC source: 0001225208-10-016401 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,635.5368 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| May 04, 2010 Filed May 4, 2010 20:02 UTC | BERKSHIRE HATHAWAY INC BRKA · Entity 2792 | PurchaseClass A Common Stock | 6 | $115,599.92 | $693,599.50 |
DisclosureSEC source: 0000950103-10-001292 · edgar.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 6 F1 · price: These shares were all purchased on May 4, 2010 at prices ranging from $115,599.80 to $115,600.00 per share. Read SEC document |
| March 31, 2010 Filed Apr 2, 2010 17:39 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 418.9944 | $44.75 | $18,750.00 |
DisclosureSEC source: 0001225208-10-009563 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,071.0657 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| January 20, 2010 Filed Jan 27, 2010 21:57 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 3,935.6407 | $43.20 | $170,000.00 |
DisclosureSEC source: 0001225208-10-002391 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,602.4821 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| December 31, 2009 Filed Jan 5, 2010 21:13 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 449.964 | $41.67 | $18,750.00 |
DisclosureSEC source: 0001225208-10-000634 · doc4.xml · nonDerivative · entry 2 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,666.8414 F1 · acquired: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| December 29, 2009 Filed Dec 30, 2009 17:58 UTC | BERKSHIRE HATHAWAY INC BRKA · Entity 2792 | PurchaseClass A Common Stock | 5 | $98,779.80 | $493,899.00 |
DisclosureSEC source: 0000950103-09-003412 · dp16053_4-burkeex.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5 Read SEC document |
| October 29, 2009 Filed Jan 5, 2010 21:13 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 0.5866 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-000634 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,216.8774 Read SEC document |
| September 30, 2009 Filed Oct 2, 2009 19:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 427.8868 | $43.82 | $18,750.00 |
DisclosureSEC source: 0001225208-09-019908 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,169.5217 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2009 Filed Jul 2, 2009 20:48 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 549.6922 | $34.11 | $18,750.00 |
DisclosureSEC source: 0001225208-09-015064 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,631.7596 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| April 09, 2009 Filed Apr 13, 2009 16:36 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,640 | $0.00 Strike: $27.92 | $0.00 |
DisclosureSEC source: 0001225208-09-010226 · doc4.xml · derivative · entry 3 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,640 shares Expires 2009-04-15 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. Read SEC document |
| April 09, 2009 Filed Apr 13, 2009 16:36 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 2,417 | $31.65 | $76,485.97 |
DisclosureSEC source: 0001225208-09-010226 · doc4.xml · nonDerivative · entry 2 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,007.6982 Read SEC document |
| April 09, 2009 Filed Apr 13, 2009 16:36 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 2,640 | $27.92 | $73,708.80 |
DisclosureSEC source: 0001225208-09-010226 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,424.6982 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. Read SEC document |
| March 31, 2009 Filed Apr 2, 2009 18:15 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 705.4176 | $26.58 | $18,750.00 |
DisclosureSEC source: 0001225208-09-009524 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,784.6982 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| January 20, 2009 Filed Jan 22, 2009 19:44 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 8,724.66 | $19.49 | $170,000.00 |
DisclosureSEC source: 0001225208-09-001733 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,670.9677 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| December 31, 2008 Filed Jan 5, 2009 21:24 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 594.6717 | $31.53 | $18,750.00 |
DisclosureSEC source: 0001225208-09-000448 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,946.3077 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 30, 2008 Filed Oct 2, 2008 16:48 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 401.4989 | $46.70 | $18,750.00 |
DisclosureSEC source: 0001225208-08-015486 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,081.8205 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| June 30, 2008 Filed Jul 2, 2008 20:32 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 546.4879 | $34.31 | $18,750.00 |
DisclosureSEC source: 0001225208-08-011357 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,351.9583 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| March 31, 2008 Filed Apr 2, 2008 21:40 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 431.6795 | $43.44 | $18,750.00 |
DisclosureSEC source: 0001225208-08-006054 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,557.6613 Read SEC document |
| January 22, 2008 Filed Jan 23, 2008 02:05 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 4,268.1396 | $39.83 | $170,000.00 |
DisclosureSEC source: 0001225208-08-001421 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,925.4162 F1 · kind: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. Read SEC document |
| December 31, 2007 Filed Jan 3, 2008 16:54 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 431.3816 | $43.47 | $18,750.00 |
DisclosureSEC source: 0001225208-08-000265 · doc4.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,657.2766 F1 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 30, 2007 Filed Oct 2, 2007 19:36 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Disposition to issuerCommon Stock Equivalents · Derivative | 15,248.0814 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-07-000699 · bur1077.xml · derivative · entry 3 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,248.0814 shares Expires not disclosed F3 · derivative.exercise_price: 1-for-1 F1 · kind: Effective September 30, 2007, previous awards of common stock equivalents which were payable in cash upon retirement were converted into deferred stock units payable in common stock following termination of service as director. F4 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash following termination of service as director. F4 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash following termination of service as director. Read SEC document |
| September 30, 2007 Filed Oct 2, 2007 19:36 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 408.5412 | $45.90 | $18,750.00 |
DisclosureSEC source: 0000019617-07-000699 · bur1077.xml · nonDerivative · entry 2 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,029.4597 F2 · kind: Deferral of quarterly retainer, payable in common stock following termination of service as director. Read SEC document |
| September 30, 2007 Filed Oct 2, 2007 19:36 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 15,248.0814 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-07-000699 · bur1077.xml · nonDerivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,620.9185 F1 · kind: Effective September 30, 2007, previous awards of common stock equivalents which were payable in cash upon retirement were converted into deferred stock units payable in common stock following termination of service as director. Read SEC document |
| June 30, 2007 Filed Jul 3, 2007 19:29 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 385.0102 | $48.70 | $18,750.00 |
DisclosureSEC source: 0000019617-07-000560 · bur1056.xml · derivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,120.2713 Underlying: Common Stock · 385.0102 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash following termination of service as director. F2 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash following termination of service as director. Read SEC document |
| March 31, 2007 Filed Apr 3, 2007 19:44 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock Equivalents · Derivative | 386.7175 | $48.49 | $18,750.00 |
DisclosureSEC source: 0000019617-07-000405 · bur1010.xml · derivative · entry 1 BURKE STEPHEN B · CIK 0001203694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,640.4916 Underlying: Common Stock · 386.7175 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Deferral of quarterly retainer, payable in cash following termination of service as director. F2 · derivative.expiration_date: Deferral of quarterly retainer, payable in cash following termination of service as director. 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.