Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHOICE HOTELS INTERNATIONAL INC /DECHH · Entity 3980 | Director | July 15, 2026 | July 17, 2026 |
| COMCAST CORPCMCSA · Entity 1651 | Director | September 30, 2026 | October 03, 2026 |
| HUMANA INCHUM · Entity 1429 | Director | December 31, 2025 | January 05, 2026 |
| NORDSTROM INCJWN · Entity 79544 | Director | May 29, 2019 | June 04, 2019 |
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.
CHOICE HOTELS INTERNATIONAL INC /DE
Report date July 15, 2026 · Filed July 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,736.07 |
Reported balance
After 2026-07-15 transaction · row 1
1 source rowRow 1 · 2026-07-15 · Grant · Acquired 22.6 · Balance 9,736.07 F1: Weighted average price, as these shares were purchased in multiple transactions at prices ranging from $105.86 to $106.69, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, additional information regarding the number of shares purchased at each separate price within the range set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: Weighted average price, as these shares were purchased in multiple transactions at prices ranging from $105.86 to $106.69, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, additional information regarding the number of shares purchased at each separate price within the range set forth in this footnote.
COMCAST CORP
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 12,221.253 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 1,552 · Balance 12,221.253 |
HUMANA INC
Report date December 31, 2025 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,549 |
Reported balance
After 2026-01-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-02 · Grant · Acquired 766 · Balance 1,549 F1: Annual Director's fee payable in stock units which have been deferred at the election of the Reporting Person until his resignation of services as a director at which time the stock units will be payable in Humana Inc. common stock on a 1-for-1 basis, exempt pursuant to Rule 16(b)-3(d)(1). Includes 766 restricted stock units which represent a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1)&(3) under the Company's 2019 Amended & Restated Plan. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 500 |
Reported balance
After 2025-12-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-12-31 · Grant · Acquired 122 · Balance 500 F2: Director's cash fee elected to be converted into stock units, deferred at the election of the Reporting Person during a designated enrollment period in the year preceding the reported transactions. Stock units will be payable in Humana Inc. common stock on a 1-for-1basis, exempt pursuant to Rule 16(b)-3(d)(1), per the Director's election. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 10 |
Reported balance
After 2025-12-31 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-12-31 · Grant · Acquired 10 · Balance 10 F3: Director's dividend payment reinvested into stock units on vested and deferred stock units, deferred in accordance with the Plan until his resignation of services as a director at which time the deferred dividend stock units will be payable in Humana Inc. common stock on a 1-for-1 basis, exempt pursuant to Rule16(b)-3(d). |
| Humana CommonSEC Table I · non-derivative | Direct | 765 |
Reported balance
Holding disclosure · report date 2025-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 765 |
Filing footnotes · ownership attribution and instrument terms
F1: Annual Director's fee payable in stock units which have been deferred at the election of the Reporting Person until his resignation of services as a director at which time the stock units will be payable in Humana Inc. common stock on a 1-for-1 basis, exempt pursuant to Rule 16(b)-3(d)(1). Includes 766 restricted stock units which represent a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1)&(3) under the Company's 2019 Amended & Restated Plan.
F2: Director's cash fee elected to be converted into stock units, deferred at the election of the Reporting Person during a designated enrollment period in the year preceding the reported transactions. Stock units will be payable in Humana Inc. common stock on a 1-for-1basis, exempt pursuant to Rule 16(b)-3(d)(1), per the Director's election.
F3: Director's dividend payment reinvested into stock units on vested and deferred stock units, deferred in accordance with the Plan until his resignation of services as a director at which time the deferred dividend stock units will be payable in Humana Inc. common stock on a 1-for-1 basis, exempt pursuant to Rule16(b)-3(d).
NORDSTROM INC
Report date May 29, 2019 · Filed June 04, 2019 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,097 |
Reported balance
After 2019-05-29 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2019-05-29 · Grant · Acquired 4,318 · Balance 22,097 F1: Annual Stock Award under the 2002 Nonemployee Director Stock Incentive Plan. F2: Reflects an amended amount to correct a clerical error. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual Stock Award under the 2002 Nonemployee Director Stock Incentive Plan.
F2: Reflects an amended amount to correct a clerical error.
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 December 31, 2021 · Filed January 04, 2022
Section 16 reporting ended · disclosed 2022-01-04. 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, 2013 Filed Jan 16, 2013 23:44 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 47,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-001605 · doc4.xml · nonDerivative · entry 1 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,680 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 15, 2012 Filed Oct 16, 2012 19:41 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Appreciation Rights · Derivative | 80,000 | $0.00 Strike: $19.49 | $0.00 |
DisclosureSEC source: 0001225208-12-021378 · doc4.xml · derivative · entry 4 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,000 Underlying: Common Stock · 80,000 shares Expires 2019-01-20 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. F1 · derivative.exercise_date: Stock Appreciation Rights, which have a ten-year term, become exercisable in five equal annual installments beginning January 20, 2010. Shares resulting from exercise must be held at least 5 years from the grant date. Read SEC document |
| October 15, 2012 Filed Oct 16, 2012 19:41 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 56,608 | $42.07 | $2,381,498.56 |
DisclosureSEC source: 0001225208-12-021378 · doc4.xml · nonDerivative · entry 3 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,260 Read SEC document |
| October 15, 2012 Filed Oct 16, 2012 19:41 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 28,334 | $42.33 | $1,199,267.72 |
DisclosureSEC source: 0001225208-12-021378 · doc4.xml · nonDerivative · entry 2 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,868 Read SEC document |
| October 15, 2012 Filed Oct 16, 2012 19:41 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 80,000 | $19.49 | $1,559,200.00 |
DisclosureSEC source: 0001225208-12-021378 · doc4.xml · nonDerivative · entry 1 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,202 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 19, 2012 Filed Jan 19, 2012 20:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 40,000 | $37.00 | $1,480,016.00 |
DisclosureSEC source: 0001225208-12-001647 · doc4.xml · nonDerivative · entry 1 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,202 Read SEC document |
| January 18, 2012 Filed Jan 20, 2012 23:02 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 224,972 | $0.00 Strike: $35.61 | $0.00 |
DisclosureSEC source: 0001225208-12-001769 · doc4.xml · derivative · entry 2 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,972 Underlying: Common Stock · 224,972 shares Expires 2022-01-18 F4 · kind: See Exhibit 99.2 for description of the Firm's bonus recovery policies applicable to these awards. F5 · 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 18, 2012 Filed Jan 20, 2012 23:02 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 113,749 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-001769 · doc4.xml · derivative · entry 1 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,749 Underlying: Common Stock · 113,749 shares Expires 2015-01-13 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. F2 · kind: See Exhibit 99.1 for description of the Firm's bonus recovery policies applicable to these awards. F3 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2014 and 50% on January 13, 2015. Read SEC document |
| January 13, 2012 Filed Jan 18, 2012 22:45 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 51,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-001590 · doc4.xml · derivative · entry 5 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 51,322 shares Expires 2012-01-25 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. F3 · derivative.exercise_date: Restricted stock units vest 50% on January 25, 2011 and 50% on January 25, 2012. Read SEC document |
| January 13, 2012 Filed Jan 18, 2012 22:45 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 34,536 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-001590 · doc4.xml · derivative · entry 4 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,536 Underlying: Common Stock · 34,536 shares Expires 2013-01-13 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, 2012 and 50% on January 13, 2013. Read SEC document |
| January 13, 2012 Filed Jan 18, 2012 22:45 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 37,075 | $35.53 | $1,317,089.38 |
DisclosureSEC source: 0001225208-12-001590 · doc4.xml · nonDerivative · entry 3 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,202 Read SEC document |
| January 13, 2012 Filed Jan 18, 2012 22:45 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 34,536 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-001590 · doc4.xml · nonDerivative · entry 2 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,277 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, 2012 Filed Jan 18, 2012 22:45 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 51,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-001590 · doc4.xml · nonDerivative · entry 1 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,741 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 |
| July 25, 2011 Filed Jul 26, 2011 17:15 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 22,289 | $41.60 | $927,222.40 |
DisclosureSEC source: 0001225208-11-018734 · doc4.xml · nonDerivative · entry 1 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,419 Read SEC document |
| January 19, 2011 Filed Jan 21, 2011 21:57 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 76,924 | $0.00 Strike: $44.29 | $0.00 |
DisclosureSEC source: 0001225208-11-003589 · doc4.xml · derivative · entry 2 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,924 Underlying: Common Stock · 76,924 shares Expires 2021-01-19 F2 · kind: See Exhibit 99.1 for description of the Firm's bonus recovery policies applicable to these awards. F4 · derivative.exercise_date: Stock appreciation rights, which have a ten-year term, become exercisable in five equal installments beginning January 19, 2012. Shares resulting from exercise must be held at least five years from the grant date. Read SEC document |
| January 19, 2011 Filed Jan 21, 2011 21:57 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 94,841 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-003589 · doc4.xml · derivative · entry 1 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,841 Underlying: Common Stock · 94,841 shares Expires 2014-01-13 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. F2 · kind: See Exhibit 99.1 for description of the Firm's bonus recovery policies applicable to these awards. F3 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2013 and 50% on January 13, 2014. Read SEC document |
| January 13, 2011 Filed Jan 19, 2011 00:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 51,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-003236 · doc4.xml · derivative · entry 3 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,322 Underlying: Common Stock · 51,322 shares Expires 2012-01-25 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. F1 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2011 amd 50% on January 13, 2012. Read SEC document |
| January 13, 2011 Filed Jan 19, 2011 00:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 37,455 | $44.57 | $1,669,369.35 |
DisclosureSEC source: 0001225208-11-003236 · doc4.xml · nonDerivative · entry 2 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,708 Read SEC document |
| January 13, 2011 Filed Jan 19, 2011 00:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 51,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-003236 · doc4.xml · nonDerivative · entry 1 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,163 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 · price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. Read SEC document |
| July 25, 2010 Filed Jul 27, 2010 20:53 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 22,594 | $39.47 | $891,672.21 |
DisclosureSEC source: 0001225208-10-017636 · doc4.xml · nonDerivative · entry 1 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,841 Read SEC document |
| April 15, 2010 Filed Apr 15, 2010 20:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 19,142 | $47.95 | $917,812.96 |
DisclosureSEC source: 0001225208-10-010380 · doc4.xml · nonDerivative · entry 1 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,435 Read SEC document |
| February 03, 2010 Filed Feb 5, 2010 13:45 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 149,179 | $0.00 Strike: $43.20 | $0.00 |
DisclosureSEC source: 0001225208-10-003580 · doc4.xml · derivative · entry 2 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,179 Underlying: Common Stock · 149,179 shares Expires 2020-01-20 F2 · kind: See Exhibit 99.1 for description of the Firm's bonus recovery policies applicable to these awards. F4 · derivative.exercise_date: Stock appreciation rights, which have a ten-year term, become exercisable in five equal installments beginning January 20, 2011. Shares resulting from exercise must be held at least five years from the grant date. Read SEC document |
| February 03, 2010 Filed Feb 5, 2010 13:45 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 69,072 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-003580 · doc4.xml · derivative · entry 1 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,072 Underlying: Common Stock · 69,072 shares Expires 2013-01-13 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. F2 · kind: See Exhibit 99.1 for description of the Firm's bonus recovery policies applicable to these awards. F3 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2012 and 50% on January 13, 2013. Read SEC document |
| January 25, 2010 Filed Jan 27, 2010 21:57 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 13,179 | $39.37 | $518,793.97 |
DisclosureSEC source: 0001225208-10-002388 · doc4.xml · nonDerivative · entry 1 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,577 Read SEC document |
| July 25, 2009 Filed Jul 28, 2009 21:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 22,725 | $37.83 | $859,573.13 |
DisclosureSEC source: 0001225208-09-016137 · doc4.xml · nonDerivative · entry 1 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,507 Read SEC document |
| July 25, 2009 Filed Jul 31, 2009 21:50 UTC Amendment | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 22,476 | $37.83 | $850,154.70 |
DisclosureSEC source: 0001225208-09-016419 · doc4a.xml · nonDerivative · entry 1 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,756 Read SEC document |
| January 20, 2009 Filed Jan 23, 2009 01:36 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 200,000 | $0.00 Strike: $19.49 | $0.00 |
DisclosureSEC source: 0001225208-09-001856 · doc4.xml · derivative · entry 2 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2019-01-25 F3 · derivative.exercise_date: Stock Appreciation Rights, which have a ten-year term, become exercisable in five equal annual installments beginning January 20, 2010. Shares resulting from exercise must be held at least 5 years from the grant date. Read SEC document |
| January 20, 2009 Filed Jan 23, 2009 01:36 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 102,644 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-001856 · doc4.xml · derivative · entry 1 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,644 Underlying: Common Stock · 102,644 shares Expires 2012-01-25 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. F2 · derivative.exercise_date: Restricted stock units vest 50% on January 25, 2011 and 50% on January 25, 2012. Read SEC document |
| July 25, 2008 Filed Jul 29, 2008 19:26 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 21,788 | $39.46 | $859,754.48 |
DisclosureSEC source: 0001225208-08-012550 · doc4.xml · nonDerivative · entry 1 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,232 Read SEC document |
| January 22, 2008 Filed Jan 23, 2008 02:05 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 69,044 | $39.83 | $2,750,022.52 |
DisclosureSEC source: 0001225208-08-001432 · doc4.xml · nonDerivative · entry 1 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268,020 F1 · kind: Award of restricted stock units vests 50% on January 25, 2010 and 50% on January 25, 2011. Read SEC document |
| June 18, 2007 Filed Jun 20, 2007 18:58 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 1,000,000 | $0.00 Strike: $50.59 | $0.00 |
DisclosureSEC source: 0000019617-07-000547 · smi1053.xml · derivative · entry 2 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000,000 Underlying: Common Stock · 1,000,000 shares Expires 2017-06-18 F2 · derivative.exercise_date: SARs vest and become exercisable in five equal annual installments beginning June 18, 2008. Shares resulting from exercise must be held at least until 5 years after the grant. Read SEC document |
| June 18, 2007 Filed Jun 20, 2007 18:58 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 198,976 | $50.59 | $10,066,195.84 |
DisclosureSEC source: 0000019617-07-000547 · smi1053.xml · nonDerivative · entry 1 Smith Gordon · CIK 0001311487 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,976 F1 · kind: Award of restricted stock units vests in four equal annual installments beginning June 18, 2008. 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.