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 |
|---|---|---|---|---|---|---|
| January 13, 2021 Filed Jan 15, 2021 21:19 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 5,568 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-000860 · doc4.xml · derivative · entry 4 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,568 shares Expires 2021-01-13 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, 2020 and 50% on January 13, 2021. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 21:19 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 5,330 | $139.45 | $743,241.85 |
DisclosureSEC source: 0001225208-21-000860 · doc4.xml · nonDerivative · entry 3 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,255 Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 21:19 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 5,568 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-000860 · doc4.xml · nonDerivative · entry 2 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,585 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, 2021 Filed Jan 15, 2021 21:19 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 7,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-000860 · doc4.xml · nonDerivative · entry 1 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,017 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 21, 2020 Filed Jan 23, 2020 21:31 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 11,793 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-001065 · doc4.xml · derivative · entry 1 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,793 Underlying: Common Stock · 11,793 shares Expires 2023-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2019, 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 2020 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 awarded 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, 2022 and 50% on January 13, 2023. Read SEC document |
| January 15, 2020 Filed Jan 15, 2020 22:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 21,949 | $137.11 | $3,009,403.25 |
DisclosureSEC source: 0001225208-20-000827 · doc4.xml · nonDerivative · entry 4 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,184 F2 · kind: Sale pursuant to 10b5-1 Plan dated November 5, 2019. Read SEC document |
| January 13, 2020 Filed Jan 15, 2020 22:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 5,568 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-000827 · doc4.xml · derivative · entry 6 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,568 Underlying: Common Stock · 5,568 shares Expires 2021-01-13 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, 2020 and 50% on January 13, 2021. Read SEC document |
| January 13, 2020 Filed Jan 15, 2020 22:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 13,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-000827 · doc4.xml · derivative · entry 5 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,354 shares Expires 2020-01-13 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, 2019 and 50% on January 13, 2020. Read SEC document |
| January 13, 2020 Filed Jan 15, 2020 22:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 7,960 | $136.48 | $1,086,360.90 |
DisclosureSEC source: 0001225208-20-000827 · doc4.xml · nonDerivative · entry 3 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,133 Read SEC document |
| January 13, 2020 Filed Jan 15, 2020 22:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 5,568 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-000827 · doc4.xml · nonDerivative · entry 2 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,093 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, 2020 Filed Jan 15, 2020 22:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 13,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-000827 · doc4.xml · nonDerivative · entry 1 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,525 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 25, 2019 Filed Oct 28, 2019 21:56 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 4,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-013880 · 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 · 4,004 shares Expires 2019-10-25 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 25% on October 25, 2016, 25% on October 25, 2017, 25% on October 25, 2018 and 25% on October 25, 2019. Read SEC document |
| October 25, 2019 Filed Oct 28, 2019 21:56 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 1,888 | $125.70 | $237,321.60 |
DisclosureSEC source: 0001225208-19-013880 · doc4.xml · nonDerivative · entry 2 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,171 Read SEC document |
| October 25, 2019 Filed Oct 28, 2019 21:56 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 4,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-013880 · doc4.xml · nonDerivative · entry 1 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,059 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 16, 2019 Filed Oct 18, 2019 18:01 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Appreciation Rights · Derivative | 33,996 | $0.00 Strike: $46.58 | $0.00 |
DisclosureSEC source: 0001225208-19-013624 · 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 · 33,996 shares Expires 2023-01-17 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: Stock appreciation rights, which have a ten-year term, become exercisable in five equal installments beginning January 17, 2014. Shares resulting from exercise must be held at least five years from the grant date. Read SEC document |
| October 16, 2019 Filed Oct 18, 2019 18:01 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 22,941 | $120.00 | $2,752,920.00 |
DisclosureSEC source: 0001225208-19-013624 · doc4.xml · nonDerivative · entry 2 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,055 Read SEC document |
| October 16, 2019 Filed Oct 18, 2019 18:01 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 33,996 | $46.58 | $1,583,533.68 |
DisclosureSEC source: 0001225208-19-013624 · doc4.xml · nonDerivative · entry 1 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,996 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 18, 2019 Filed Jul 19, 2019 20:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 10,816 | $115.00 | $1,243,858.39 |
DisclosureSEC source: 0001225208-19-010377 · doc4.xml · nonDerivative · entry 1 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Sale pursuant to 10b5-1 Plan dated November 6, 2018, as modified on May 13, 2019. Read SEC document |
| May 01, 2019 Filed May 2, 2019 20:26 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Appreciation Rights · Derivative | 33,996 | $0.00 Strike: $46.58 | $0.00 |
DisclosureSEC source: 0001225208-19-007573 · doc4.xml · derivative · entry 3 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,996 Underlying: Common Stock · 33,996 shares Expires 2023-01-17 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 · kind: Excercise of SARs pursuant to 10b5-1 Plan dated November 6, 2018. F2 · derivative.exercise_date: Stock appreciation rights, which have a ten-year term, become exercisable in five equal installments beginning January 17, 2014. Shares resulting from exercise must be held at least five years from the grant date. Read SEC document |
| May 01, 2019 Filed May 2, 2019 20:26 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 23,180 | $116.06 | $2,690,154.90 |
DisclosureSEC source: 0001225208-19-007573 · doc4.xml · nonDerivative · entry 2 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,816 Read SEC document |
| May 01, 2019 Filed May 2, 2019 20:26 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 33,996 | $46.58 | $1,583,533.68 |
DisclosureSEC source: 0001225208-19-007573 · doc4.xml · nonDerivative · entry 1 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,996 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 29, 2019 Filed Jan 29, 2019 21:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 18,679 | $105.00 | $1,961,339.83 |
DisclosureSEC source: 0001225208-19-001423 · doc4.xml · nonDerivative · entry 1 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Sale pursuant to 10b5-1 Plan dated November 6, 2018. Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 21:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 15,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000953 · doc4.xml · derivative · entry 1 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,667 Underlying: Common Stock · 15,667 shares Expires 2022-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2018, 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 2019 contain recapture provisions that enable the Firm to cancel an unvested or un-exercisable award and/or recover the value of certain stock distributed under the award in specified circumstances. In addition to recapture provisions, portions of equity awards awarded 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, 2021 and 50% on January 13, 2022. Read SEC document |
| January 13, 2019 Filed Jan 16, 2019 21:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 13,353 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000893 · doc4.xml · derivative · entry 5 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,354 Underlying: Common Stock · 13,353 shares Expires 2020-01-13 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, 2019 and 50% on January 13, 2020. Read SEC document |
| January 13, 2019 Filed Jan 16, 2019 21:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 15,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000893 · doc4.xml · derivative · entry 4 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,287 shares Expires 2019-01-13 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, 2018 and 50% on January 13, 2019. Read SEC document |
| January 13, 2019 Filed Jan 16, 2019 21:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 12,078 | $99.56 | $1,202,485.68 |
DisclosureSEC source: 0001225208-19-000893 · doc4.xml · nonDerivative · entry 3 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,679 Read SEC document |
| January 13, 2019 Filed Jan 16, 2019 21:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 13,353 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000893 · doc4.xml · nonDerivative · entry 2 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,757 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, 2019 Filed Jan 16, 2019 21:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 15,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000893 · doc4.xml · nonDerivative · entry 1 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,404 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 25, 2018 Filed Oct 26, 2018 20:06 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 4,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014906 · doc4.xml · derivative · entry 3 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,004 Underlying: Common Stock · 4,004 shares Expires 2019-10-25 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 25% on October 25, 2016, 25% on October 25, 2017, 25% on October 25, 2018 and 25% on October 25, 2019. Read SEC document |
| October 25, 2018 Filed Oct 26, 2018 20:06 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 1,887 | $104.81 | $197,776.47 |
DisclosureSEC source: 0001225208-18-014906 · doc4.xml · nonDerivative · entry 2 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,117 Read SEC document |
| October 25, 2018 Filed Oct 26, 2018 20:06 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 4,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014906 · doc4.xml · nonDerivative · entry 1 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,004 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 19, 2018 Filed Jan 19, 2018 21:53 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 26,532 | $113.42 | $3,009,376.18 |
DisclosureSEC source: 0001225208-18-001318 · doc4.xml · nonDerivative · entry 1 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Sale pursuant to 10b5-1 Plan dated December 22, 2017. Read SEC document |
| January 16, 2018 Filed Jan 17, 2018 22:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Appreciation Rights · Derivative | 73,116 | $0.00 Strike: $35.61 | $0.00 |
DisclosureSEC source: 0001225208-18-001143 · doc4.xml · derivative · entry 9 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 73,116 shares Expires 2022-01-18 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 · kind: Exercise of Stock Appreciation Rights (SARs) pursuant to SAR Exercise Plan dated December 22, 2017. F6 · derivative.exercise_date: Stock appreciation rights, which have a ten-year term, become exercisable in five equal installments beginning January 18, 2013. Shares resulting from exercise must be held at least five years from the grant date. Read SEC document |
| January 16, 2018 Filed Jan 17, 2018 22:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 46,584 | $112.25 | $5,229,054.00 |
DisclosureSEC source: 0001225208-18-001143 · doc4.xml · nonDerivative · entry 6 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,532 Read SEC document |
| January 16, 2018 Filed Jan 17, 2018 22:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 17,057 | $112.20 | $1,913,795.40 |
DisclosureSEC source: 0001225208-18-001143 · doc4.xml · nonDerivative · entry 5 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,116 F3 · kind: Sale pursuant to 10b5-1 Plan dated December 22, 2017. Read SEC document |
| January 16, 2018 Filed Jan 17, 2018 22:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 73,116 | $35.61 | $2,603,660.76 |
DisclosureSEC source: 0001225208-18-001143 · doc4.xml · nonDerivative · entry 4 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,173 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 · kind: Exercise of Stock Appreciation Rights (SARs) pursuant to SAR Exercise Plan dated December 22, 2017. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 21:44 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 11,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001231 · doc4.xml · derivative · entry 1 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,136 Underlying: Common Stock · 11,136 shares Expires 2021-01-13 F1 · security: Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based compensation for performance year 2017, 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 2018 contain recapture provisions that enable the Firm to cancel an unvested or un-exercisable award and/or recover the value of certain stock distributed under the award in specified circumstances. In addition to recapture provisions, portions of equity awards awarded 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, 2020 and 50% on January 13, 2021. Read SEC document |
| January 13, 2018 Filed Jan 17, 2018 22:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 15,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001143 · doc4.xml · derivative · entry 8 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,287 Underlying: Common Stock · 15,287 shares Expires 2019-01-13 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. F5 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2018 and 50% on January 13, 2019. Read SEC document |
| January 13, 2018 Filed Jan 17, 2018 22:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 14,981 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001143 · doc4.xml · derivative · entry 7 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,981 shares Expires 2018-01-13 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, 2017 and 50% on January 13, 2018. Read SEC document |
| January 13, 2018 Filed Jan 17, 2018 22:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 13,234 | $111.85 | $1,480,156.73 |
DisclosureSEC source: 0001225208-18-001143 · doc4.xml · nonDerivative · entry 3 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,057 Read SEC document |
| January 13, 2018 Filed Jan 17, 2018 22:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 14,981 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001143 · doc4.xml · nonDerivative · entry 2 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,291 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, 2018 Filed Jan 17, 2018 22:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 15,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001143 · doc4.xml · nonDerivative · entry 1 Scher Peter · CIK 0001726591 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,310 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.