Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bank of New York Mellon CorpBK · Entity 2899 | Director · Chairman & CEO | February 15, 2019 | February 20, 2019 |
| MICROSOFT CORPMSFT · Entity 1016 | Director | September 05, 2026 | September 08, 2026 |
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | Director · Chairman and CEO | March 05, 2026 | March 09, 2026 |
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.
Bank of New York Mellon Corp
Report date February 15, 2019 · Filed February 20, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 304,118 |
Reported balance
After 2019-02-15 transaction · row 1
1 source rowRow 1 · 2019-02-15 · Sale · Disposed 4,674 · Balance 304,118 F1: Shares withheld in payment of tax liability incident to vesting of previously disclosed Restricted Stock Unit awards. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 525 |
Reported balance
Holding disclosure · report date 2019-02-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 525 F2: These shares are held in a trust for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trust. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld in payment of tax liability incident to vesting of previously disclosed Restricted Stock Unit awards.
F2: These shares are held in a trust for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trust. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.
MICROSOFT CORP
Report date September 05, 2026 · Filed September 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 45,166 |
Reported balance
After 2026-09-05 transaction · row 1
1 source rowRow 1 · 2026-09-05 · Grant · Acquired 125 · Balance 45,166 F1: Represents stock award which is fully vested on the date of grant. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 525 |
Reported balance
Holding disclosure · report date 2026-09-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 525 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents stock award which is fully vested on the date of grant.
WELLS FARGO & COMPANY/MN
Report date March 05, 2026 · Filed March 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 1,498,288.353 |
Reported balance
After 2026-03-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-05 · Exercise / conversion · Acquired 379,767.3882 · Balance 1,498,288.353 F1: These shares represent common stock of Wells Fargo & Company (the "Company") acquired on March 5, 2026 upon settlement of a Performance Share award granted on January 24, 2023 for the three-year performance period ended December 31, 2025, as previously disclosed on a Form 4 filed on February 27, 2026 (including reinvested dividend equivalents). F2: Includes shares acquired under a dividend reinvestment program since the reporting person's most recent filing on Form 4. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 1,288,276.973 |
Reported balance
After 2026-03-05 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-03-05 · Tax withholding · Disposed 210,011.38 · Balance 1,288,276.973 |
| 2023 Performance SharesSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-05 · Exercise / conversion · Disposed 379,767.3882 · Balance 0 F4: Each Performance Share represents a contingent right to receive one share of Company common stock. F5: Represents the number of 2023 Performance Shares (including reinvested dividend equivalents) determined based on financial performance for the three-year performance period ended December 31, 2025 pursuant to the terms and conditions of a Performance Share award granted on January 24, 2023, which is exempt under Rule 16b-3(d). As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough 401(k) Plan | 418.97 |
Reported balance
Holding disclosure · report date 2026-03-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 418.97 F3: Reflects share equivalent of units in the Wells Fargo ESOP Fund under the 401(k) Plan (the "Plan") as of February 27, 2026, as if investable cash equivalents held by the Plan were fully invested in Company common stock. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough Trust | 103 |
Reported balance
Holding disclosure · report date 2026-03-05 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 103 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent common stock of Wells Fargo & Company (the "Company") acquired on March 5, 2026 upon settlement of a Performance Share award granted on January 24, 2023 for the three-year performance period ended December 31, 2025, as previously disclosed on a Form 4 filed on February 27, 2026 (including reinvested dividend equivalents).
F2: Includes shares acquired under a dividend reinvestment program since the reporting person's most recent filing on Form 4.
F3: Reflects share equivalent of units in the Wells Fargo ESOP Fund under the 401(k) Plan (the "Plan") as of February 27, 2026, as if investable cash equivalents held by the Plan were fully invested in Company common stock.
F4: Each Performance Share represents a contingent right to receive one share of Company common stock.
F5: Represents the number of 2023 Performance Shares (including reinvested dividend equivalents) determined based on financial performance for the three-year performance period ended December 31, 2025 pursuant to the terms and conditions of a Performance Share award granted on January 24, 2023, which is exempt under Rule 16b-3(d). As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
JPMORGAN CHASE & CO
Report date June 14, 2011 · Filed June 16, 2011
Section 16 reporting ended · disclosed 2011-06-16. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
VISA INC.
Report date November 30, 2016 · Filed December 02, 2016
Section 16 reporting ended · disclosed 2016-12-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 272,940 |
Ending reported balance
After 2016-11-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-11-30 · Exercise / conversion · Acquired 93,850 · Balance 321,912 F1: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. Row 2 · 2016-11-30 · Tax withholding · Disposed 48,972 · Balance 272,940 |
| Performance Share AwardSEC Table II · derivative / convertible security | Direct | 93,850 |
Reported balance
After 2016-11-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2016-11-30 · Grant · Acquired 93,850 · Balance 93,850 F1: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. F2: Represents performance share units earned pursuant to the November 19, 2013 award under the Visa Inc. 2007 Equity Incentive Compensation Plan. The number of performance shares earned was determined on the basis of the applicable 3-year performance period. |
| Performance Share AwardSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2016-11-30 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2016-11-30 · Exercise / conversion · Disposed 93,850 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. F2: Represents performance share units earned pursuant to the November 19, 2013 award under the Visa Inc. 2007 Equity Incentive Compensation Plan. The number of performance shares earned was determined on the basis of the applicable 3-year performance period. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value.
F2: Represents performance share units earned pursuant to the November 19, 2013 award under the Visa Inc. 2007 Equity Incentive Compensation Plan. The number of performance shares earned was determined on the basis of the applicable 3-year performance period.
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 25, 2009 Filed Jan 27, 2009 18:58 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 35,784 | $23.20 | $830,009.88 |
DisclosureSEC source: 0001225208-09-002036 · doc4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,025,569.084 Read SEC document |
| January 20, 2009 Filed Jan 23, 2009 01:37 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 300,000 | $0.00 Strike: $19.49 | $0.00 |
DisclosureSEC source: 0001225208-09-001858 · doc4.xml · derivative · entry 2 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,000 Underlying: Common Stock · 300,000 shares Expires 2019-01-20 F3 · derivative.exercise_date: Stock Appreciation Rights, which have a ten-year term, become exercisable in five equal annual installments beginning January 20, 2010. Shares resulting from exercise must be held at least 5 years from the grant date. Read SEC document |
| January 20, 2009 Filed Jan 23, 2009 01:37 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 102,644 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-001858 · doc4.xml · derivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,644 Underlying: Common Stock · 102,644 shares Expires 2012-01-25 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. F2 · derivative.exercise_date: Restricted stock units vest 50% on January 25, 2011 and 50% on January 25, 2012. Read SEC document |
| December 16, 2008 Filed Dec 18, 2008 18:22 UTC | VISA INC. V · Entity 495 | GrantClass C Common Stock | 2,958 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-068140 · rrd226733.xml · nonDerivative · entry 3 SCHARF CHARLES W · CIK 0001195358 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,640 F2 · shares: Shares of Class A Common Stock acquired by the reporting person automatically became Class C Common Stock due to the reporting person's status as an affiliate of a financial institution that beneficially owned shares of Visa Inc. immediately after the closing of Visa Inc.'s 2007 reorganization. Read SEC document |
| December 16, 2008 Filed Dec 18, 2008 18:22 UTC | VISA INC. V · Entity 495 | Exercise / conversionClass A Common Stock | 2,958 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-068140 · rrd226733.xml · nonDerivative · entry 2 SCHARF CHARLES W · CIK 0001195358 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 · shares: Shares of Class A Common Stock acquired by the reporting person automatically became Class C Common Stock due to the reporting person's status as an affiliate of a financial institution that beneficially owned shares of Visa Inc. immediately after the closing of Visa Inc.'s 2007 reorganization. Read SEC document |
| December 16, 2008 Filed Dec 18, 2008 18:22 UTC | VISA INC. V · Entity 495 | GrantClass A Common Stock | 2,958 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-068140 · rrd226733.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,958 F1 · shares: Represents restricted stock granted pursuant to the Visa Inc. 2007 Equity Incentive Compensation Plan. The restricted stock vests on the first anniversary of the date of grant, subject to earlier vesting in full in limited circumstances specified in the award agreement. Read SEC document |
| March 18, 2008 Filed Mar 20, 2008 15:12 UTC | VISA INC. V · Entity 495 | GrantClass A Common Stock | 3,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-020236 · rrd200394.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,682 F1 · security: Represents restricted stock awarded in connection with the initial public offering of Visa Inc. The restricted stock vests on the first anniversary of the date of grant, subject to earlier vesting in full in limited circumstances specified in the award agreement. Read SEC document |
| March 18, 2008 Filed Aug 22, 2008 14:19 UTC Amendment | VISA INC. V · Entity 495 | GrantClass C (Series I) Common Stock | 3,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-049713 · rrd216834.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,682 F1 · security: Represents restricted stock awarded in connection with the initial public offering of Visa Inc. The restricted stock vests on the first anniversary of the date of grant, subject to earlier vesting in full in limited circumstances specified in the award agreement. F2 · security: The amendment is being filed to revise the description of the title of security reported in the reporting person's Form 4 filed on March 20, 2008. Shares of Class A Common Stock acquired by the reporting person automatically became Class C (Series I) Common Stock due to the reporting person's status as an affiliate of a financial institution that beneficially owned shares of Visa Inc. immediately after the closing of Visa Inc.'s 2007 reorganization. Read SEC document |
| February 01, 2008 Filed Feb 4, 2008 21:46 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Option (Right to Buy) · Derivative | 485,359 | $0.00 Strike: $47.80 | $0.00 |
DisclosureSEC source: 0001225208-08-002065 · doc4.xml · derivative · entry 5 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 485,359 Underlying: Common Stock · 485,359 shares Expires 2010-06-12 Read SEC document |
| February 01, 2008 Filed Feb 4, 2008 21:46 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Option (Right to Buy) · Derivative | 929,600 | $0.00 Strike: $24.95 | $0.00 |
DisclosureSEC source: 0001225208-08-002065 · doc4.xml · derivative · entry 4 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 929,600 shares Expires 2010-06-12 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 |
| February 01, 2008 Filed Feb 4, 2008 21:46 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 679,937 | $47.80 | $32,497,588.92 |
DisclosureSEC source: 0001225208-08-002065 · doc4.xml · nonDerivative · entry 2 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,061,352.9167 Read SEC document |
| February 01, 2008 Filed Feb 4, 2008 21:46 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 929,600 | $24.95 | $23,193,520.00 |
DisclosureSEC source: 0001225208-08-002065 · doc4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,741,289.9167 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 |
| January 25, 2008 Filed Jan 28, 2008 22:09 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 32,971 | $44.53 | $1,468,033.78 |
DisclosureSEC source: 0001225208-08-001622 · doc4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 811,689.9167 Read SEC document |
| January 22, 2008 Filed Jan 23, 2008 02:06 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 400,000 | $0.00 Strike: $39.83 | $0.00 |
DisclosureSEC source: 0001225208-08-001435 · doc4.xml · derivative · entry 3 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,000 Underlying: Common Stock · 400,000 shares Expires 2018-01-22 F2 · derivative.exercise_date: SARs vest and become exercisable in five equal annual installments beginning January 22, 2009. Shares resulting from exercise must be held at least until 5 years after the grant. Read SEC document |
| January 22, 2008 Filed Jan 23, 2008 02:06 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 144,364 | $39.83 | $5,750,018.12 |
DisclosureSEC source: 0001225208-08-001435 · doc4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 844,660.9167 F1 · kind: Award of restricted stock units vests 50% on January 25, 2010 and 50% on January 25, 2011. Read SEC document |
| January 25, 2007 Filed Jan 26, 2007 20:29 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 15,343 | $50.27 | $771,292.61 |
DisclosureSEC source: 0000019617-07-000102 · sch995.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 700,276.1097 Read SEC document |
| January 20, 2007 Filed Jan 22, 2007 23:10 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 17,005 | $48.54 | $825,422.70 |
DisclosureSEC source: 0000019617-07-000084 · sch985.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 715,619.1097 Read SEC document |
| January 18, 2007 Filed Jan 19, 2007 21:25 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 82,902 | $48.25 | $4,000,021.50 |
DisclosureSEC source: 0000019617-07-000070 · sch976.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 732,624.1097 F1 · kind: Award of restricted stock units vests 50% on January 25, 2009 and 50% on January 25, 2010. Read SEC document |
| January 16, 2007 Filed Jan 17, 2007 22:06 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 6,024 | $48.08 | $289,633.92 |
DisclosureSEC source: 0000019617-07-000019 · sch947.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 649,722.1097 Read SEC document |
| July 01, 2006 Filed Jul 6, 2006 18:41 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 86,063 | $42.50 | $3,657,247.19 |
DisclosureSEC source: 0000019617-06-000429 · sch882.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 655,702.585 Read SEC document |
| April 26, 2006 Filed Apr 28, 2006 15:37 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (right to buy) · Derivative | 125,476 | $0.00 Strike: $42.22 | $0.00 |
DisclosureSEC source: 0000019617-06-000327 · sch843.xml · derivative · entry 13 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,476 Underlying: Common Stock · 125,476 shares Expires 2012-04-16 Read SEC document |
| April 26, 2006 Filed Apr 28, 2006 15:37 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 147,000 | $0.00 Strike: $31.22 | $0.00 |
DisclosureSEC source: 0000019617-06-000327 · sch843.xml · derivative · entry 12 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,000 Underlying: Common Stock · 147,000 shares Expires 2012-04-16 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 · 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 |
| April 26, 2006 Filed Apr 28, 2006 15:37 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (right to buy) · Derivative | 94,181 | $0.00 Strike: $42.22 | $0.00 |
DisclosureSEC source: 0000019617-06-000327 · sch843.xml · derivative · entry 11 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,181 Underlying: Common Stock · 94,181 shares Expires 2011-02-09 Read SEC document |
| April 26, 2006 Filed Apr 28, 2006 15:37 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 114,840 | $0.00 Strike: $28.70 | $0.00 |
DisclosureSEC source: 0000019617-06-000327 · sch843.xml · derivative · entry 10 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 114,840 shares Expires 2011-02-09 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 26, 2006 Filed Apr 28, 2006 15:37 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 56,760 | $0.00 Strike: $28.70 | $0.00 |
DisclosureSEC source: 0000019617-06-000327 · sch843.xml · derivative · entry 9 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 56,760 shares Expires 2011-02-09 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 · 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 |
| April 26, 2006 Filed Apr 28, 2006 15:37 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (right to biu) · Derivative | 46,549 | $0.00 Strike: $42.22 | $0.00 |
DisclosureSEC source: 0000019617-06-000327 · sch843.xml · derivative · entry 8 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,549 Underlying: Common Stock · 46,549 shares Expires 2011-02-09 Read SEC document |
| April 26, 2006 Filed Apr 28, 2006 15:37 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 125,746 | $42.22 | $5,308,996.12 |
DisclosureSEC source: 0000019617-06-000327 · sch843.xml · nonDerivative · entry 6 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 741,473.4389 Read SEC document |
| April 26, 2006 Filed Apr 28, 2006 15:37 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 94,181 | $42.22 | $3,976,321.82 |
DisclosureSEC source: 0000019617-06-000327 · sch843.xml · nonDerivative · entry 5 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 867,219.4389 Read SEC document |
| April 26, 2006 Filed Apr 28, 2006 15:37 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 46,549 | $42.22 | $1,965,298.78 |
DisclosureSEC source: 0000019617-06-000327 · sch843.xml · nonDerivative · entry 4 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 961,400.4389 Read SEC document |
| April 26, 2006 Filed Apr 28, 2006 15:37 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 147,000 | $31.22 | $4,589,340.00 |
DisclosureSEC source: 0000019617-06-000327 · sch843.xml · nonDerivative · entry 3 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,007,949.4389 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 26, 2006 Filed Apr 28, 2006 15:37 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 114,840 | $28.70 | $3,295,908.00 |
DisclosureSEC source: 0000019617-06-000327 · sch843.xml · nonDerivative · entry 2 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 860,949.4389 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 26, 2006 Filed Apr 28, 2006 15:37 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 56,760 | $28.70 | $1,629,012.00 |
DisclosureSEC source: 0000019617-06-000327 · sch843.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 746,109.4389 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 |
| January 21, 2006 Filed Jan 24, 2006 18:06 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 14,940 | $38.05 | $568,467.00 |
DisclosureSEC source: 0000019617-06-000075 · sch804.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 689,324.5709 Read SEC document |
| January 19, 2006 Filed Jan 20, 2006 22:12 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 80,491 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-06-000045 · sch780.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 704,264.5709 F1 · kind: This award of restricted stock units will vest 50% on January 25, 2008 and 50% on January 25, 2009. All other award terms are substantially the same as those of the restricted stock units granted on January 20, 2005. Read SEC document |
| October 20, 2005 Filed Oct 24, 2005 20:46 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 350,000 | $0.00 Strike: $34.78 | $0.00 |
DisclosureSEC source: 0000019617-05-000572 · sch726.xml · derivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,000 Underlying: Common Stock · 350,000 shares Expires 2015-10-20 F1 · derivative.exercise_date: SARs vest and become exercisable in three equal annual installments beginning October 20, 2008. Read SEC document |
| January 20, 2005 Filed Jan 24, 2005 20:57 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 70,057 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-05-000056 · sch606.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 623,685.4309 Read SEC document |
| January 18, 2005 Filed Jan 19, 2005 21:01 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 6,187 | $37.81 | $233,930.47 |
DisclosureSEC source: 0000019617-05-000019 · sch579.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 553,628.4309 Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 18:48 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | 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 | JPMORGAN CHASE & CO JPM · Entity 2795 | 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 | JPMORGAN CHASE & CO JPM · Entity 2795 | 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 | JPMORGAN CHASE & CO JPM · Entity 2795 | 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 | JPMORGAN CHASE & CO JPM · Entity 2795 | 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 | JPMORGAN CHASE & CO JPM · Entity 2795 | 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 | JPMORGAN CHASE & CO JPM · Entity 2795 | 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 | JPMORGAN CHASE & CO JPM · Entity 2795 | 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.