Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Clear Secure, Inc.YOU · Entity 2614 | Director | August 01, 2026 | August 03, 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.
Clear Secure, Inc.
Report date August 01, 2026 · Filed August 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 18,013 |
Reported balance
After 2026-08-01 transaction · row 1
1 source rowRow 1 · 2026-08-01 · Grant · Acquired 5,636 · Balance 18,013 F1: This transaction reflects the issuance of shares following the vesting of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive a share of Class A Common Stock of the Issuer, generally subject to the reporting person's continued service. One-third of the RSUs vested on each of August 1, 2025 and 2026, and one-third of the RSUs will vest on August 1, 2027. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,636 |
Reported balance
After 2026-08-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-01 · Exercise / conversion · Disposed 5,636 · Balance 5,636 F1: This transaction reflects the issuance of shares following the vesting of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive a share of Class A Common Stock of the Issuer, generally subject to the reporting person's continued service. One-third of the RSUs vested on each of August 1, 2025 and 2026, and one-third of the RSUs will vest on August 1, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction reflects the issuance of shares following the vesting of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive a share of Class A Common Stock of the Issuer, generally subject to the reporting person's continued service. One-third of the RSUs vested on each of August 1, 2025 and 2026, and one-third of the RSUs will vest on August 1, 2027.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
JPMORGAN CHASE & CO
Report date February 17, 2024 · Filed March 19, 2024
Section 16 reporting ended · disclosed 2024-03-19. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 |
|---|---|---|---|---|---|---|
| August 01, 2026 Filed Aug 3, 2026 23:23 UTC | Clear Secure, Inc. YOU · Entity 2614 | Exercise / conversionRestricted Stock Units · Derivative | 5,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001726591-26-000011 · wk-form4_1785799417.xml · derivative · entry 2 Scher Peter · CIK 0001726591 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,636 Underlying: Class A Common Stock · 5,636 shares Expires not disclosed 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_price: This transaction reflects the issuance of shares following the vesting of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive a share of Class A Common Stock of the Issuer, generally subject to the reporting person's continued service. One-third of the RSUs vested on each of August 1, 2025 and 2026, and one-third of the RSUs will vest on August 1, 2027. F1 · derivative.exercise_date: This transaction reflects the issuance of shares following the vesting of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive a share of Class A Common Stock of the Issuer, generally subject to the reporting person's continued service. One-third of the RSUs vested on each of August 1, 2025 and 2026, and one-third of the RSUs will vest on August 1, 2027. F1 · derivative.expiration_date: This transaction reflects the issuance of shares following the vesting of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive a share of Class A Common Stock of the Issuer, generally subject to the reporting person's continued service. One-third of the RSUs vested on each of August 1, 2025 and 2026, and one-third of the RSUs will vest on August 1, 2027. Read SEC document |
| August 01, 2026 Filed Aug 3, 2026 23:23 UTC | Clear Secure, Inc. YOU · Entity 2614 | GrantClass A Common Stock | 5,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001726591-26-000011 · wk-form4_1785799417.xml · nonDerivative · entry 1 Scher Peter · CIK 0001726591 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,013 F1 · price: This transaction reflects the issuance of shares following the vesting of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive a share of Class A Common Stock of the Issuer, generally subject to the reporting person's continued service. One-third of the RSUs vested on each of August 1, 2025 and 2026, and one-third of the RSUs will vest on August 1, 2027. Read SEC document |
| June 10, 2026 Filed Jun 11, 2026 20:28 UTC | Clear Secure, Inc. YOU · Entity 2614 | GrantRestricted Stock Units · Derivative | 4,194 | $0.00 | $0.00 |
DisclosureSEC source: 0001726591-26-000008 · wk-form4_1781209689.xml · derivative · entry 1 Scher Peter · CIK 0001726591 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,194 Underlying: Class A Common Stock · 4,194 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted stock units ("RSUs"), each of which represents a contingent right to receive a share of Class A Common Stock of the Issuer following the vesting date. The RSUs will vest upon the earlier of (i) June 10, 2027 or (ii) the Issuer's next annual meeting of stockholders, generally subject to the reporting person's continued service. F1 · derivative.exercise_date: Represents restricted stock units ("RSUs"), each of which represents a contingent right to receive a share of Class A Common Stock of the Issuer following the vesting date. The RSUs will vest upon the earlier of (i) June 10, 2027 or (ii) the Issuer's next annual meeting of stockholders, generally subject to the reporting person's continued service. F1 · derivative.expiration_date: Represents restricted stock units ("RSUs"), each of which represents a contingent right to receive a share of Class A Common Stock of the Issuer following the vesting date. The RSUs will vest upon the earlier of (i) June 10, 2027 or (ii) the Issuer's next annual meeting of stockholders, generally subject to the reporting person's continued service. Read SEC document |
| June 05, 2026 Filed Jun 5, 2026 20:33 UTC | Clear Secure, Inc. YOU · Entity 2614 | Exercise / conversionRestricted Stock Units · Derivative | 6,741 | $0.00 | $0.00 |
DisclosureSEC source: 0001726591-26-000004 · wk-form4_1780691591.xml · derivative · entry 2 Scher Peter · CIK 0001726591 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 6,741 shares Expires not disclosed 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_price: This transaction reflects the issuance of shares following the vesting of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive a share of Class A Common Stock, generally subject to the reporting person's continued service. F1 · derivative.exercise_date: This transaction reflects the issuance of shares following the vesting of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive a share of Class A Common Stock, generally subject to the reporting person's continued service. F1 · derivative.expiration_date: This transaction reflects the issuance of shares following the vesting of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive a share of Class A Common Stock, generally subject to the reporting person's continued service. Read SEC document |
| June 05, 2026 Filed Jun 5, 2026 20:33 UTC | Clear Secure, Inc. YOU · Entity 2614 | Exercise / conversionClass A Common Stock | 6,741 | $0.00 | $0.00 |
DisclosureSEC source: 0001726591-26-000004 · wk-form4_1780691591.xml · nonDerivative · entry 1 Scher Peter · CIK 0001726591 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,377 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 · price: This transaction reflects the issuance of shares following the vesting of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive a share of Class A Common Stock, generally subject to the reporting person's continued service. Read SEC document |
| August 01, 2025 Filed Aug 5, 2025 00:11 UTC | Clear Secure, Inc. YOU · Entity 2614 | Exercise / conversionRestricted Stock Units · Derivative | 5,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001856314-25-000136 · wk-form4_1754352695.xml · derivative · entry 2 Scher Peter · CIK 0001726591 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,272 Underlying: Class A Common Stock · 5,636 shares Expires not disclosed 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_price: This transaction reflects the issuance of shares following the vesting of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive a share of Class A Common Stock of the Issuer, generally subject to the reporting person's continued service. One-third of the RSUs vested on August 1, 2025, one-third of the RSUs will vest on August 1, 2026 and one-third of the RSUs will vest on August 1, 2027. F1 · derivative.exercise_date: This transaction reflects the issuance of shares following the vesting of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive a share of Class A Common Stock of the Issuer, generally subject to the reporting person's continued service. One-third of the RSUs vested on August 1, 2025, one-third of the RSUs will vest on August 1, 2026 and one-third of the RSUs will vest on August 1, 2027. F1 · derivative.expiration_date: This transaction reflects the issuance of shares following the vesting of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive a share of Class A Common Stock of the Issuer, generally subject to the reporting person's continued service. One-third of the RSUs vested on August 1, 2025, one-third of the RSUs will vest on August 1, 2026 and one-third of the RSUs will vest on August 1, 2027. Read SEC document |
| August 01, 2025 Filed Aug 5, 2025 00:11 UTC | Clear Secure, Inc. YOU · Entity 2614 | GrantClass A Common Stock | 5,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001856314-25-000136 · wk-form4_1754352695.xml · nonDerivative · entry 1 Scher Peter · CIK 0001726591 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,636 F1 · price: This transaction reflects the issuance of shares following the vesting of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive a share of Class A Common Stock of the Issuer, generally subject to the reporting person's continued service. One-third of the RSUs vested on August 1, 2025, one-third of the RSUs will vest on August 1, 2026 and one-third of the RSUs will vest on August 1, 2027. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 21:17 UTC | Clear Secure, Inc. YOU · Entity 2614 | GrantRestricted Stock Units · Derivative | 6,741 | $0.00 | $0.00 |
DisclosureSEC source: 0001856314-25-000115 · wk-form4_1749503816.xml · derivative · entry 1 Scher Peter · CIK 0001726591 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,741 Underlying: Class A Common Stock · 6,741 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted stock units ("RSUs"), each of which represents a contingent right to receive a share of Class A Common Stock of the Issuer following the vesting date. The RSUs will vest upon the earlier of (i) June 5, 2026 or (ii) the Issuer's next annual meeting of stockholders, generally subject to the reporting person's continued service. F1 · derivative.exercise_date: Represents restricted stock units ("RSUs"), each of which represents a contingent right to receive a share of Class A Common Stock of the Issuer following the vesting date. The RSUs will vest upon the earlier of (i) June 5, 2026 or (ii) the Issuer's next annual meeting of stockholders, generally subject to the reporting person's continued service. F1 · derivative.expiration_date: Represents restricted stock units ("RSUs"), each of which represents a contingent right to receive a share of Class A Common Stock of the Issuer following the vesting date. The RSUs will vest upon the earlier of (i) June 5, 2026 or (ii) the Issuer's next annual meeting of stockholders, generally subject to the reporting person's continued service. Read SEC document |
| August 01, 2024 Filed Aug 2, 2024 20:32 UTC | Clear Secure, Inc. YOU · Entity 2614 | GrantRestricted Stock Units · Derivative | 16,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001856314-24-000099 · wk-form4_1722630723.xml · derivative · entry 1 Scher Peter · CIK 0001726591 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,908 Underlying: Class A Common Stock · 16,908 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted stock units ("RSUs"), each of which represents a contingent right to receive a share of Class A Common Stock of the Issuer following the vesting date. The RSUs will vest in three equal annual installments on each of August 1, 2025, 2026 and 2027, generally subject to the reporting person's continued service. F1 · derivative.exercise_date: Represents restricted stock units ("RSUs"), each of which represents a contingent right to receive a share of Class A Common Stock of the Issuer following the vesting date. The RSUs will vest in three equal annual installments on each of August 1, 2025, 2026 and 2027, generally subject to the reporting person's continued service. F1 · derivative.expiration_date: Represents restricted stock units ("RSUs"), each of which represents a contingent right to receive a share of Class A Common Stock of the Issuer following the vesting date. The RSUs will vest in three equal annual installments on each of August 1, 2025, 2026 and 2027, generally subject to the reporting person's continued service. Read SEC document |
| February 16, 2024 Filed Feb 17, 2024 00:36 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 1,810 | $178.96 | $323,915.07 |
DisclosureSEC source: 0001225208-24-002351 · doc4.xml · nonDerivative · entry 1 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 44,956 Read SEC document |
| January 16, 2024 Filed Jan 17, 2024 00:10 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 1,812 | $166.65 | $301,971.07 |
DisclosureSEC source: 0001225208-24-000934 · doc4.xml · nonDerivative · entry 4 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,766 Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 21:26 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 13,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-001001 · doc4.xml · derivative · entry 1 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,990 Underlying: Common Stock · 13,990 shares Expires 2027-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2023, with the remaining 50% awarded in the form of Performance Share Units (PSUs). F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of JPMC common stock. F3 · kind: Equity incentives are subject to the JPMorgan Chase Bonus Recoupment Policy which applies in the event of a material restatement of the Firm's financial statements. In addition, all equity awards granted in 2024 contain recapture provisions that enable the Firm to cancel outstanding awards and/or recover the value of certain stock distributed under the award in specified circumstances. In addition to recapture provisions, portions of equity awards granted to Operating Committee members are also subject to additional Protection-based Vesting provisions under which awards may be cancelled, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors. F4 · derivative.exercise_date: RSUs vest 50% on January 13, 2026 and 50% on January 13, 2027. Read SEC document |
| January 13, 2024 Filed Jan 17, 2024 00:10 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 6,611 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-000934 · doc4.xml · derivative · entry 6 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,611 Underlying: Common Stock · 6,611 shares Expires 2025-01-13 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_price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. F3 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2024 and 50% on January 13, 2025. Read SEC document |
| January 13, 2024 Filed Jan 17, 2024 00:10 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 5,979 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-000934 · doc4.xml · derivative · entry 5 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,979 shares Expires 2024-01-13 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_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 13, 2023 and 50% on January 13, 2024. Read SEC document |
| January 13, 2024 Filed Jan 17, 2024 00:10 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 5,345 | $172.61 | $922,573.73 |
DisclosureSEC source: 0001225208-24-000934 · doc4.xml · nonDerivative · entry 3 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 48,578 Read SEC document |
| January 13, 2024 Filed Jan 17, 2024 00:10 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 5,979 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-000934 · doc4.xml · nonDerivative · entry 2 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 53,923 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 · price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. Read SEC document |
| January 13, 2024 Filed Jan 17, 2024 00:10 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 6,611 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-000934 · doc4.xml · nonDerivative · entry 1 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 47,944 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 · price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. Read SEC document |
| June 15, 2023 Filed Jun 15, 2023 21:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 2,482 | $141.39 | $350,930.23 |
DisclosureSEC source: 0001225208-23-006866 · doc4.xml · nonDerivative · entry 1 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 41,333 Read SEC document |
| May 19, 2023 Filed May 19, 2023 20:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 1,241 | $140.08 | $173,836.43 |
DisclosureSEC source: 0001225208-23-006100 · doc4.xml · nonDerivative · entry 1 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 43,815 Read SEC document |
| May 15, 2023 Filed May 16, 2023 20:34 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 1,240 | $135.02 | $167,421.33 |
DisclosureSEC source: 0001225208-23-005956 · doc4.xml · nonDerivative · entry 1 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 45,056 Read SEC document |
| March 25, 2023 Filed Mar 28, 2023 20:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionPerformance Share Units · Derivative | 19,374.2589 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004270 · doc4.xml · derivative · entry 3 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,374.2589 shares Expires not disclosed 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 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of JPMC common stock upon vesting based on the attainment of performance goals. F3 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2022, as provided under the terms of a PSU award granted on January 21, 2020, and as previously reported on a Form 4 filed on March 23, 2023. The PSUs settled in shares of common stock on March 25, 2023. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. F3 · derivative.exercise_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2022, as provided under the terms of a PSU award granted on January 21, 2020, and as previously reported on a Form 4 filed on March 23, 2023. The PSUs settled in shares of common stock on March 25, 2023. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. F3 · derivative.expiration_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2022, as provided under the terms of a PSU award granted on January 21, 2020, and as previously reported on a Form 4 filed on March 23, 2023. The PSUs settled in shares of common stock on March 25, 2023. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. Read SEC document |
| March 25, 2023 Filed Mar 28, 2023 20:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 9,447.2589 | $124.40 | $1,175,191.77 |
DisclosureSEC source: 0001225208-23-004270 · doc4.xml · nonDerivative · entry 2 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,296 Read SEC document |
| March 25, 2023 Filed Mar 28, 2023 20:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 19,374.2589 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004270 · doc4.xml · nonDerivative · entry 1 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,743.2589 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 · shares: These shares represent JPMC common stock acquired on March 25, 2023 upon settlement of a Performance Share Unit (PSU) award granted on January 21, 2020 for the three-year performance period ended December 31, 2022 (as previously disclosed on a Form 4 filed on March 23, 2023), and must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. F2 · price: Each PSU represents a contingent right to receive one share of JPMC common stock upon vesting based on the attainment of performance goals. Read SEC document |
| March 21, 2023 Filed Mar 23, 2023 20:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantPerformance Share Units · Derivative | 19,374.2589 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004203 · doc4.xml · derivative · entry 1 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,374.2589 Underlying: Common Stock · 19,374.2589 shares Expires not disclosed F1 · derivative.exercise_price: Each Performance Share Unit (PSU) represents a contingent right to receive one share of JPMC common stock upon vesting based on the attainment of performance goals. F2 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2022. The PSUs are expected to vest and settle in shares of common stock on March 25, 2023, which will be reported in a later Form 4 filing. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned. F3 · derivative.exercise_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 21, 2020. F3 · derivative.expiration_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 21, 2020. Read SEC document |
| January 17, 2023 Filed Jan 18, 2023 01:51 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 4,399 | $140.32 | $617,251.84 |
DisclosureSEC source: 0001225208-23-000685 · doc4.xml · nonDerivative · entry 4 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,369 F2 · kind: Sale pursuant to 10b5-1 plan dated November 6, 2022. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 21:25 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 15,494 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-000764 · doc4.xml · derivative · entry 1 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,494 Underlying: Common Stock · 15,494 shares Expires 2026-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2022, with the remaining 50% awarded in the form of Performance Share Units (PSUs). F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of JPMC common stock. F3 · kind: Equity incentives are subject to the JPMorgan Chase Bonus Recoupment Policy which applies in the event of a material restatement of the Firm's financial statements. In addition, all equity awards granted in 2023 contain recapture provisions that enable the Firm to cancel outstanding awards and/or recover the value of certain stock distributed under the award in specified circumstances. In addition to recapture provisions, portions of equity awards granted to Operating Committee members are also subject to additional Protection-based Vesting provisions under which awards may be cancelled, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors. F4 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2025 and 50% on January 13, 2026. Read SEC document |
| January 13, 2023 Filed Jan 18, 2023 01:51 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 5,978 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-000685 · doc4.xml · derivative · entry 6 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,979 Underlying: Common Stock · 5,978 shares Expires 2024-01-13 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_price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. F4 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2023 and 50% on January 13, 2024. Read SEC document |
| January 13, 2023 Filed Jan 18, 2023 01:51 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 5,897 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-000685 · doc4.xml · derivative · entry 5 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,897 shares Expires 2023-01-13 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_price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. F3 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2022 and 50% on January 13, 2023. Read SEC document |
| January 13, 2023 Filed Jan 18, 2023 01:51 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 4,769 | $139.15 | $663,582.51 |
DisclosureSEC source: 0001225208-23-000685 · doc4.xml · nonDerivative · entry 3 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,768 Read SEC document |
| January 13, 2023 Filed Jan 18, 2023 01:51 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 5,897 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-000685 · doc4.xml · nonDerivative · entry 2 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,537 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 · price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. Read SEC document |
| January 13, 2023 Filed Jan 18, 2023 01:51 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 5,978 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-000685 · doc4.xml · nonDerivative · entry 1 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,640 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 · price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 21:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 1,311 | $133.02 | $174,392.10 |
DisclosureSEC source: 0001225208-22-011650 · doc4.xml · nonDerivative · entry 1 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,662 F1 · kind: Sale pursuant to 10b5-1 plan dated August 1, 2022. Read SEC document |
| October 26, 2022 Filed Oct 27, 2022 21:00 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 1,310 | $125.02 | $163,772.79 |
DisclosureSEC source: 0001225208-22-011182 · doc4.xml · nonDerivative · entry 1 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,973 F1 · kind: Sale pursuant to 10b5-1 plan dated August 1, 2022 Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionPerformance Share Units · Derivative | 25,632.0141 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-005168 · doc4.xml · derivative · entry 3 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,632.0141 shares Expires not disclosed 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 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of JPMC common stock upon vesting based on the attainment of performance goals. F3 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. F3 · derivative.exercise_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. F3 · derivative.expiration_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2021, as provided under the terms of a PSU award granted on January 15, 2019, and as previously reported on a Form 4 filed on March 17, 2022. The PSUs settled in shares of common stock on March 25, 2022. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 12,533.0141 | $141.99 | $1,779,562.67 |
DisclosureSEC source: 0001225208-22-005168 · doc4.xml · nonDerivative · entry 2 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,283 Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 25,632.0141 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-005168 · doc4.xml · nonDerivative · entry 1 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,816.0141 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 · shares: These shares represent JPMC common stock acquired on March 25, 2022 upon settlement of a Performance Share Unit (PSU) award granted on January 15, 2019 for the three-year performance period ended December 31, 2021 (as previously disclosed on a Form 4 filed on March 17, 2022), and must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. F2 · price: Each PSU represents a contingent right to receive one share of JPMC common stock upon vesting based on the attainment of performance goals. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantPerformance Share Units · Derivative | 25,632.0141 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-004837 · doc4.xml · derivative · entry 1 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,632.0141 Underlying: Common Stock · 25,632.0141 shares Expires not disclosed F1 · derivative.exercise_price: Each Performance Share Unit (PSU) represents a contingent right to receive one share of JPMC common stock upon vesting based on the attainment of performance goals. F2 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2021. The PSUs are expected to vest and settle in shares of common stock on March 25, 2022, which will be reported in a later Form 4 filing. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned. F3 · derivative.exercise_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 15, 2019. F3 · derivative.expiration_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 15, 2019. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 21:34 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 13,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-000925 · doc4.xml · derivative · entry 1 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,222 Underlying: Common Stock · 13,222 shares Expires 2025-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2021, with the remaining 50% awarded in the form of Performance Share Units (PSUs). F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of JPMC common stock. F3 · kind: Equity incentives are subject to the JPMorgan Chase Bonus Recoupment Policy which applies in the event of a material restatement of the Firm's financials. In addition, all equity awards granted in 2022 contain recapture provisions that enable the Firm to cancel outstanding awards and/or recover the value of certain stock distributed under the award in specified circumstances. In addition to recapture provisions, portions of equity awards granted to Operating Committee members are also subject to additional Protection-based Vesting provisions under which awards may be cancelled, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors. F4 · derivative.exercise_date: RSUs vest 50% on January 13, 2024 and 50% on January 13, 2025. Read SEC document |
| January 13, 2022 Filed Jan 14, 2022 21:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 5,896 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-000750 · doc4.xml · derivative · entry 5 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,897 Underlying: Common Stock · 5,896 shares Expires 2023-01-13 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_price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. F3 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2022 and 50% on January 13, 2023. Read SEC document |
| January 13, 2022 Filed Jan 14, 2022 21:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 7,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-000750 · doc4.xml · derivative · entry 4 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,834 shares Expires 2022-01-13 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_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 13, 2021 and 50% on January 13, 2022. Read SEC document |
| January 13, 2022 Filed Jan 14, 2022 21:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 5,850 | $168.85 | $987,772.50 |
DisclosureSEC source: 0001225208-22-000750 · doc4.xml · nonDerivative · entry 3 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,184 Read SEC document |
| January 13, 2022 Filed Jan 14, 2022 21:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 5,896 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-000750 · doc4.xml · nonDerivative · entry 2 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,034 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 · price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. Read SEC document |
| January 13, 2022 Filed Jan 14, 2022 21:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 7,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-000750 · doc4.xml · nonDerivative · entry 1 Scher Peter · CIK 0001726591 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,138 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 · price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. Read SEC document |
| October 14, 2021 Filed Oct 15, 2021 20:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 4,372 | $162.41 | $710,069.20 |
DisclosureSEC source: 0001225208-21-013115 · doc4.xml · nonDerivative · entry 1 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,304 F1 · kind: Sale pursuant to 10b5-1 Plan dated July 23, 2021 Read SEC document |
| March 25, 2021 Filed Mar 26, 2021 20:23 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionPerformance Share Units · Derivative | 18,230.1033 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-005945 · doc4.xml · derivative · entry 3 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,230.1033 shares Expires not disclosed 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 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of JPMC common stock upon vesting based on the attainment of performance goals. F3 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2020, as provided under the terms of a PSU award granted on January 16, 2018, and as previously reported on a Form 4 filed on March 18, 2021. The PSUs settled in shares of common stock on March 25, 2021. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. F3 · derivative.exercise_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2020, as provided under the terms of a PSU award granted on January 16, 2018, and as previously reported on a Form 4 filed on March 18, 2021. The PSUs settled in shares of common stock on March 25, 2021. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. F3 · derivative.expiration_date: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2020, as provided under the terms of a PSU award granted on January 16, 2018, and as previously reported on a Form 4 filed on March 18, 2021. The PSUs settled in shares of common stock on March 25, 2021. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. Read SEC document |
| March 25, 2021 Filed Mar 26, 2021 20:23 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 8,809.1033 | $151.15 | $1,331,495.96 |
DisclosureSEC source: 0001225208-21-005945 · doc4.xml · nonDerivative · entry 2 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,676 Read SEC document |
| March 25, 2021 Filed Mar 26, 2021 20:23 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 18,230.1033 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-005945 · doc4.xml · nonDerivative · entry 1 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,485.1033 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 · shares: These shares represent JPMC common stock acquired on March 25, 2021 upon settlement of a Performance Share Unit (PSU) award granted on January 16, 2018 for the three-year performance period ended December 31, 2020 (as previously disclosed on a Form 4 filed on March 18, 2021), and must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant. F2 · price: Each PSU represents a contingent right to receive one share of JPMC common stock upon vesting based on the attainment of performance goals. Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 20:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantPerformance Share Units · Derivative | 18,230.1033 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-005578 · doc4.xml · derivative · entry 1 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,230.1033 Underlying: Common Stock · 18,230.1033 shares Expires not disclosed F1 · derivative.exercise_price: Each Performance Share Unit (PSU) represents a contingent right to receive one share of JPMC common stock upon vesting based on the attainment of performance goals. F2 · shares: Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2020. The PSUs are expected to vest and settle in shares of common stock on March 25, 2021, which will be reported in a later Form 4 filing. In accordance with the terms of the PSUs, the Board's Compensation & Management Development Committee has certified the Firm's absolute and relative performance against the pre-established performance goals for the performance period and has determined that the maximum amount of the previously granted PSUs has been earned. F3 · derivative.exercise_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 16, 2018. F3 · derivative.expiration_date: Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant, as provided under the terms of the PSU award granted on January 16, 2018. Read SEC document |
| January 19, 2021 Filed Jan 21, 2021 21:32 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 11,957 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-001003 · doc4.xml · derivative · entry 1 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,957 Underlying: Common Stock · 11,957 shares Expires 2024-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2020, with the remaining 50% awarded in the form of Performance Share Units (PSUs). F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of JPMC common stock. F3 · kind: Equity incentives are subject to the JPMorgan Chase Bonus Recoupment Policy which applies in the event of a material restatement of the Firm's financial results. In addition, all equity awards granted in 2021 contain recapture provisions that enable the Firm to cancel outstanding awards and/or recover the value of certain stock distributed under the award in specified circumstances. In addition to recapture provisions, portions of equity awards granted to Operating Committee members are also subject to additional Protection-based Vesting provisions under which awards may be cancelled, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors. F4 · derivative.exercise_date: RSUs vest 50% on January 13, 2023 and 50% on January 13, 2024. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 21:19 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 7,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-000860 · doc4.xml · derivative · entry 5 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,834 Underlying: Common Stock · 7,833 shares Expires 2022-01-13 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_price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. F3 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2021 and 50% on January 13, 2022. 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.