Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERSHEY COHSY · Entity 795 | Director · Chairman, President and CEO | July 30, 2025 | July 31, 2025 |
| JPMORGAN CHASE & COJPM · Entity 2795 | Director | January 20, 2026 | January 22, 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.
HERSHEY CO
Report date July 30, 2025 · Filed July 31, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 193,624 |
Ending reported balance
After 2025-07-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-07-30 · Exercise / conversion · Acquired 19,290 · Balance 212,914 Row 2 · 2025-07-30 · Sale · Disposed 19,290 · Balance 193,624 F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 27, 2025 (modified February 28, 2025). |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $109.40 · Expires 2027-02-28 | Direct | 0 |
Reported balance
After 2025-07-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-07-30 · Exercise / conversion · Disposed 19,290 · Balance 0 F2: The options vested according to the following schedule: 25% vested on March 1, 2018, 25% vested on March 1, 2019, 25% vested on March 1, 2020 and 25% vested on March 1, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 27, 2025 (modified February 28, 2025).
F2: The options vested according to the following schedule: 25% vested on March 1, 2018, 25% vested on March 1, 2019, 25% vested on March 1, 2020 and 25% vested on March 1, 2021.
JPMORGAN CHASE & CO
Report date January 20, 2026 · Filed January 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 918.5251 |
Reported balance
After 2026-01-20 transaction · row 1
1 source rowRow 1 · 2026-01-20 · Grant · Acquired 913.5251 · Balance 918.5251 F1: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferral of annual stock grant, payable in shares of JPM stock upon termination of service as a director.
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 |
|---|---|---|---|---|---|---|
| December 21, 2016 Filed Dec 23, 2016 17:35 UTC | HERSHEY CO HSY · Entity 795 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $60.68 | $0.00 |
DisclosureSEC source: 0001127602-16-070884 · form4.xml · derivative · entry 6 Buck Michele · CIK 0001323734 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,507 Underlying: Common Stock · 2,000 shares Expires 2022-02-20 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. F3 · derivative.exercise_date: The options vested according to the following schedule: 25% vested on February 21, 2013, 25% vested on February 21, 2014, 25% vested on February 21, 2015 and 25% vested on February 21, 2016. Read SEC document |
| December 21, 2016 Filed Dec 23, 2016 17:35 UTC | HERSHEY CO HSY · Entity 795 | SaleCommon Stock | 2,000 | $103.00 | $206,000.00 |
DisclosureSEC source: 0001127602-16-070884 · form4.xml · nonDerivative · entry 2 Buck Michele · CIK 0001323734 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,210 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2016. Read SEC document |
| December 21, 2016 Filed Dec 23, 2016 17:35 UTC | HERSHEY CO HSY · Entity 795 | Exercise / conversionCommon Stock | 2,000 | $60.68 | $121,360.00 |
DisclosureSEC source: 0001127602-16-070884 · form4.xml · nonDerivative · entry 1 Buck Michele · CIK 0001323734 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,210 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 |
| October 28, 2016 Filed Oct 31, 2016 20:05 UTC | HERSHEY CO HSY · Entity 795 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 4,000 | $0.00 Strike: $60.68 | $0.00 |
DisclosureSEC source: 0001127602-16-065553 · form4.xml · derivative · entry 4 Buck Michele · CIK 0001323734 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,507 Underlying: Common Stock · 4,000 shares Expires 2022-02-20 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. F3 · derivative.exercise_date: The options vested according to the following schedule: 25% vested on February 21, 2013, 25% vested on February 21, 2014, 25% vested on February 21, 2015 and 25% vested on February 21, 2016. Read SEC document |
| October 28, 2016 Filed Oct 31, 2016 20:05 UTC | HERSHEY CO HSY · Entity 795 | SaleCommon Stock | 4,000 | $103.00 | $412,000.00 |
DisclosureSEC source: 0001127602-16-065553 · form4.xml · nonDerivative · entry 2 Buck Michele · CIK 0001323734 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,210 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2016. Read SEC document |
| October 28, 2016 Filed Oct 31, 2016 20:05 UTC | HERSHEY CO HSY · Entity 795 | Exercise / conversionCommon Stock | 4,000 | $60.68 | $242,720.00 |
DisclosureSEC source: 0001127602-16-065553 · form4.xml · nonDerivative · entry 1 Buck Michele · CIK 0001323734 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,210 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.