Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JPMORGAN CHASE & COJPM · Entity 2795 | Director · Chairman & CEO | April 15, 2026 | April 15, 2026 |
| YUM BRANDS INCYUM · Entity 3067 | Director | December 11, 2003 | December 12, 2003 |
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.
JPMORGAN CHASE & CO
Report date April 15, 2026 · Filed April 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,680,625 |
Reported balance
After 2026-04-15 transaction · row 1
1 source rowRow 1 · 2026-04-15 · Sale · Disposed 130,488 · Balance 1,680,625 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 9,005.4963 |
Reported balance
Holding disclosure · report date 2026-04-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 9,005.4963 |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trusts | 4,209,284 |
Reported balance
Holding disclosure · report date 2026-04-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,209,284 |
| Common StockSEC Table I · non-derivative | IndirectBy LLC | 116,466 |
Reported balance
Holding disclosure · report date 2026-04-15 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 116,466 F1: Reporting person disclaims beneficial ownership of such shares except to the extent of any pecuniary interest. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 273,035 |
Reported balance
Holding disclosure · report date 2026-04-15 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 273,035 |
Filing footnotes · ownership attribution and instrument terms
F1: Reporting person disclaims beneficial ownership of such shares except to the extent of any pecuniary interest.
YUM BRANDS INC
Report date December 11, 2003 · Filed December 12, 2003
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $34.44 | Direct | 2,468.42 |
Reported balance
After 2003-12-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2003-12-11 · Grant · Acquired 2,468.42 · Balance 2,468.42 F1: The phantom stock units are accrued under the YUM! Brands, Inc. Director Deferred Compensation Plan and will be settled in YUM! s tock after directorship ceases. |
Filing footnotes · ownership attribution and instrument terms
F1: The phantom stock units are accrued under the YUM! Brands, Inc. Director Deferred Compensation Plan and will be settled in YUM! s tock after directorship ceases.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BANK ONE CORP
Report date July 01, 2004 · Filed July 01, 2004
Section 16 reporting ended · disclosed 2004-07-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirect401(k) | 0 |
Reported balance
After 2004-07-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2004-07-01 · Disposition to issuer · Disposed 1,637 · Balance 0 F1: See Remarks |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 0 |
Reported balance
After 2004-07-01 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2004-07-01 · Disposition to issuer · Disposed 1,000,000 · Balance 0 F1: See Remarks |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2004-07-01 transaction · row 3
1 source rowRow 3 · 2004-07-01 · Disposition to issuer · Disposed 1,446,245 · Balance 0 F1: See Remarks |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $39.68 · Expires 2010-03-27 | Direct | 0 |
Reported balance
After 2004-07-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2004-07-01 · Disposition to issuer · Disposed 286,039 · Balance 0 F2: See Remarks. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.38 · Expires 2010-03-27 | Direct | 0 |
Reported balance
After 2004-07-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2004-07-01 · Disposition to issuer · Disposed 400,000 · Balance 0 F2: See Remarks. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $37.89 · Expires 2011-02-09 | Direct | 0 |
Reported balance
After 2004-07-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2004-07-01 · Disposition to issuer · Disposed 215,000 · Balance 0 F2: See Remarks. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $39.68 · Expires 2010-03-27 | Direct | 0 |
Reported balance
After 2004-07-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2004-07-01 · Disposition to issuer · Disposed 286,039 · Balance 0 F2: See Remarks. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $41.21 · Expires 2012-04-16 | Direct | 0 |
Reported balance
After 2004-07-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2004-07-01 · Disposition to issuer · Disposed 350,000 · Balance 0 F2: See Remarks. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.38 · Expires 2010-03-27 | Direct | 0 |
Reported balance
After 2004-07-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2004-07-01 · Disposition to issuer · Disposed 400,000 · Balance 0 F2: See Remarks. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $38.10 · Expires 2010-03-27 | Direct | 0 |
Reported balance
After 2004-07-01 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2004-07-01 · Disposition to issuer · Disposed 485,724 · Balance 0 F2: See Remarks. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $39.55 · Expires 2009-08-15 | Direct | 0 |
Reported balance
After 2004-07-01 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2004-07-01 · Disposition to issuer · Disposed 500,000 · Balance 0 F2: See Remarks. |
| Employee Stock Option-(right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $39.68 · Expires 2010-03-27 | Direct | 0 |
Reported balance
After 2004-07-01 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2004-07-01 · Disposition to issuer · Disposed 354,688 · Balance 0 F2: See Remarks. |
| Employee Stock Option-(right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.38 · Expires 2010-03-27 | Direct | 0 |
Reported balance
After 2004-07-01 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2004-07-01 · Disposition to issuer · Disposed 496,000 · Balance 0 F2: See Remarks. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2004-07-01 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2004-07-01 · Disposition to issuer · Disposed 49,020 · Balance 0 F3: These restricted stock units were assumed by JPM in the merger and replaced by JPM restricted stock units, with substantially the same terms, except that the number of units was multplied by 1.32. |
Filing footnotes · ownership attribution and instrument terms
F1: See Remarks
F2: See Remarks.
F3: These restricted stock units were assumed by JPM in the merger and replaced by JPM restricted stock units, with substantially the same terms, except that the number of units was multplied by 1.32.
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 |
|---|---|---|---|---|---|---|
| July 21, 2003 Filed Jul 23, 2003 12:04 UTC | BANK ONE CORP ONE · Entity 14028 | GrantEmployee Stock Option (right to buy) · Derivative | 286,039 | $0.00 Strike: $39.68 | $0.00 |
DisclosureSEC source: 0001067092-03-000134 · doc4.xml · derivative · entry 9 DIMON JAMES · CIK 0001195345 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286,039 Underlying: Common Stock · 286,039 shares Expires 2010-03-27 Read SEC document |
| July 21, 2003 Filed Jul 23, 2003 12:04 UTC | BANK ONE CORP ONE · Entity 14028 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 496,000 | $0.00 Strike: $28.38 | $0.00 |
DisclosureSEC source: 0001067092-03-000134 · doc4.xml · derivative · entry 8 DIMON JAMES · CIK 0001195345 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 496,000 Underlying: Common Stock · 496,000 shares Expires 2010-03-27 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 |
| July 21, 2003 Filed Jul 23, 2003 12:04 UTC | BANK ONE CORP ONE · Entity 14028 | GrantEmployee Stock Option (right to buy) · Derivative | 354,688 | $0.00 Strike: $39.68 | $0.00 |
DisclosureSEC source: 0001067092-03-000134 · doc4.xml · derivative · entry 7 DIMON JAMES · CIK 0001195345 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 354,688 Underlying: Common Stock · 354,688 shares Expires 2010-03-27 Read SEC document |
| July 21, 2003 Filed Jul 23, 2003 12:04 UTC | BANK ONE CORP ONE · Entity 14028 | Tax withholdingCommon Stock | 330,997 | $39.68 | $13,133,960.96 |
DisclosureSEC source: 0001067092-03-000134 · doc4.xml · nonDerivative · entry 6 DIMON JAMES · CIK 0001195345 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,448,321 F1 · balance_after: Upon completion of all the transactions reported in this statement, Mr. Dimon beneficially owned 1,448,321 shares of common stock directly. F2 · balance_after: An additional 1,000,000 shares are held indirectly by spouse and an additional 1,360 shares are held indirectly through the 401(K ) Plan. Read SEC document |
| July 21, 2003 Filed Jul 23, 2003 12:04 UTC | BANK ONE CORP ONE · Entity 14028 | Exercise / conversionCommon Stock | 400,000 | $28.38 | $11,352,000.00 |
DisclosureSEC source: 0001067092-03-000134 · doc4.xml · nonDerivative · entry 5 DIMON JAMES · CIK 0001195345 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,779,318 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 · balance_after: Upon completion of all the transactions reported in this statement, Mr. Dimon beneficially owned 1,448,321 shares of common stock directly. Read SEC document |
| July 21, 2003 Filed Jul 23, 2003 12:04 UTC | BANK ONE CORP ONE · Entity 14028 | Tax withholdingCommon Stock | 330,997 | $39.68 | $13,133,960.96 |
DisclosureSEC source: 0001067092-03-000134 · doc4.xml · nonDerivative · entry 4 DIMON JAMES · CIK 0001195345 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,379,318 F1 · balance_after: Upon completion of all the transactions reported in this statement, Mr. Dimon beneficially owned 1,448,321 shares of common stock directly. Read SEC document |
| July 21, 2003 Filed Jul 23, 2003 12:04 UTC | BANK ONE CORP ONE · Entity 14028 | Exercise / conversionCommon Stock | 400,000 | $28.38 | $11,352,000.00 |
DisclosureSEC source: 0001067092-03-000134 · doc4.xml · nonDerivative · entry 3 DIMON JAMES · CIK 0001195345 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,710,315 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 · balance_after: Upon completion of all the transactions reported in this statement, Mr. Dimon beneficially owned 1,448,321 shares of common stock directly. Read SEC document |
| July 21, 2003 Filed Jul 23, 2003 12:04 UTC | BANK ONE CORP ONE · Entity 14028 | Tax withholdingCommon Stock | 410,436 | $39.68 | $16,286,100.48 |
DisclosureSEC source: 0001067092-03-000134 · doc4.xml · nonDerivative · entry 2 DIMON JAMES · CIK 0001195345 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,310,315 F1 · balance_after: Upon completion of all the transactions reported in this statement, Mr. Dimon beneficially owned 1,448,321 shares of common stock directly. Read SEC document |
| July 21, 2003 Filed Jul 23, 2003 12:04 UTC | BANK ONE CORP ONE · Entity 14028 | Exercise / conversionCommon Stock | 496,000 | $28.38 | $14,076,480.00 |
DisclosureSEC source: 0001067092-03-000134 · doc4.xml · nonDerivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,720,751 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 · balance_after: Upon completion of all the transactions reported in this statement, Mr. Dimon beneficially owned 1,448,321 shares of common stock directly. Read SEC document |
| March 27, 2003 Filed May 15, 2003 18:13 UTC Amendment | BANK ONE CORP ONE · Entity 14028 | Tax withholdingCommon Stock | 3,035 | $35.58 | $107,985.30 |
DisclosureSEC source: 0001067092-03-000093 · doc4a.xml · nonDerivative · entry 1 DIMON JAMES · CIK 0001195345 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,224,751 F1 · balance_after: An additional 1,000,000 shares are held indirectly by spouse and an additional 1,352 shares are held indirectly through the 401(K K) Plan. 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.