Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Happen, Inc.LC · Entity 4526 | Director | June 02, 2026 | June 04, 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.
Happen, Inc.
Report date June 02, 2026 · Filed June 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,715 |
Reported balance
After 2026-06-02 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2026-06-02 · Grant · Acquired 13,715 · Balance 13,715 F1: Represents the annual non-employee director equity award of Restricted Stock Units ("RSUs") made under the LendingClub Corporation 2014 Equity Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's common stock. The RSUs will vest quarterly over a one-year period beginning on June 2, 2026, subject to continued service through each vesting date. |
| Common StockSEC Table I · non-derivative | Direct | 95,462 |
Reported balance
Holding disclosure · report date 2026-06-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 95,462 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the annual non-employee director equity award of Restricted Stock Units ("RSUs") made under the LendingClub Corporation 2014 Equity Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's common stock. The RSUs will vest quarterly over a one-year period beginning on June 2, 2026, subject to continued service through each vesting date.
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, 2015 · Filed January 08, 2016
Section 16 reporting ended · disclosed 2016-01-08. 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 17, 2013 Filed Jan 19, 2013 00:03 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 104,603 | $0.00 Strike: $46.58 | $0.00 |
DisclosureSEC source: 0001225208-13-001715 · doc4.xml · derivative · entry 2 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,603 Underlying: Common Stock · 104,603 shares Expires 2023-01-17 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 17, 2014. Shares resulting from exercise must be held at least five years from the grant date. Read SEC document |
| January 17, 2013 Filed Jan 19, 2013 00:03 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 106,269 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-001715 · doc4.xml · derivative · entry 1 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,269 Underlying: Common Stock · 106,269 shares Expires 2016-01-13 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, 2015 and 50% on January 13, 2016. Read SEC document |
| January 13, 2013 Filed Jan 16, 2013 23:43 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 57,582 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-001595 · doc4.xml · derivative · entry 5 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,582 Underlying: Common Stock · 57,582 shares Expires 2014-01-13 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, 2013 and 50% on January 13, 2014. Read SEC document |
| January 13, 2013 Filed Jan 16, 2013 23:43 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 40,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-001595 · doc4.xml · derivative · entry 4 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 40,514 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, 2013 Filed Jan 16, 2013 23:43 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 47,481 | $45.81 | $2,175,104.61 |
DisclosureSEC source: 0001225208-13-001595 · doc4.xml · nonDerivative · entry 3 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,509 Read SEC document |
| January 13, 2013 Filed Jan 16, 2013 23:43 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 40,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-001595 · doc4.xml · nonDerivative · entry 2 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,990 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, 2013 Filed Jan 16, 2013 23:43 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 57,582 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-001595 · doc4.xml · nonDerivative · entry 1 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,476 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 23, 2012 Filed Jan 23, 2012 22:03 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 12,500 | $37.42 | $467,750.00 |
DisclosureSEC source: 0001225208-12-001836 · doc4.xml · nonDerivative · entry 1 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,894 Read SEC document |
| January 18, 2012 Filed Jan 20, 2012 23:02 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 112,486 | $0.00 Strike: $35.61 | $0.00 |
DisclosureSEC source: 0001225208-12-001772 · doc4.xml · derivative · entry 2 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,486 Underlying: Common Stock · 112,486 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 | 130,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-001772 · doc4.xml · derivative · entry 1 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,600 Underlying: Common Stock · 130,600 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 22:28 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 44,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-001568 · doc4.xml · derivative · entry 5 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 44,907 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 13, 2011 amd 50% on January 13, 2012. Read SEC document |
| January 13, 2012 Filed Jan 18, 2012 22:28 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 40,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-001568 · doc4.xml · derivative · entry 4 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,514 Underlying: Common Stock · 40,514 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 22:28 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 36,633 | $35.53 | $1,301,387.33 |
DisclosureSEC source: 0001225208-12-001568 · doc4.xml · nonDerivative · entry 3 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,394 Read SEC document |
| January 13, 2012 Filed Jan 18, 2012 22:28 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 40,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-001568 · doc4.xml · nonDerivative · entry 2 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,027 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 22:28 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 44,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-001568 · doc4.xml · nonDerivative · entry 1 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,513 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 15, 2011 Filed Jul 15, 2011 14:18 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 10,000 | $40.58 | $405,800.00 |
DisclosureSEC source: 0001225208-11-018241 · doc4.xml · nonDerivative · entry 1 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,618 Read SEC document |
| January 19, 2011 Filed Jan 21, 2011 21:56 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 76,924 | $0.00 Strike: $44.29 | $0.00 |
DisclosureSEC source: 0001225208-11-003580 · doc4.xml · derivative · entry 2 Cutler Stephen M · CIK 0001388539 · General Counsel 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 21:56 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 115,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-003580 · doc4.xml · derivative · entry 1 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,164 Underlying: Common Stock · 115,164 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 00:13 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 44,906 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-003227 · doc4.xml · derivative · entry 3 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,907 Underlying: Common Stock · 44,906 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 00:13 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 34,550 | $44.57 | $1,539,893.50 |
DisclosureSEC source: 0001225208-11-003227 · doc4.xml · nonDerivative · entry 2 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,618 Read SEC document |
| January 13, 2011 Filed Jan 19, 2011 00:13 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 44,906 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-003227 · doc4.xml · nonDerivative · entry 1 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,168 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 |
| February 03, 2010 Filed Feb 5, 2010 13:44 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 150,000 | $0.00 Strike: $43.20 | $0.00 |
DisclosureSEC source: 0001225208-10-003571 · doc4.xml · derivative · entry 2 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 150,000 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 13:44 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 81,028 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-003571 · doc4.xml · derivative · entry 1 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,028 Underlying: Common Stock · 81,028 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 28, 2010 Filed Jan 28, 2010 19:39 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 5,242 | $39.18 | $205,400.96 |
DisclosureSEC source: 0001225208-10-002462 · doc4.xml · nonDerivative · entry 1 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,262 Read SEC document |
| January 25, 2010 Filed Jan 27, 2010 21:57 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 13,552 | $39.37 | $533,477.19 |
DisclosureSEC source: 0001225208-10-002378 · doc4.xml · nonDerivative · entry 1 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,504 Read SEC document |
| March 24, 2009 Filed Jan 18, 2012 22:12 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 66 | $27.65 | $1,824.90 |
DisclosureSEC source: 0001225208-12-001558 · doc4.xml · nonDerivative · entry 1 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,044 Read SEC document |
| January 20, 2009 Filed Jan 23, 2009 01:35 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 200,000 | $0.00 Strike: $19.49 | $0.00 |
DisclosureSEC source: 0001225208-09-001849 · doc4.xml · derivative · entry 2 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2019-01-20 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 01:35 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 89,813 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-001849 · doc4.xml · derivative · entry 1 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,813 Underlying: Common Stock · 89,813 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 |
| May 30, 2008 Filed Jun 3, 2008 22:54 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 12 | $43.43 | $521.16 |
DisclosureSEC source: 0001225208-08-009894 · doc4.xml · nonDerivative · entry 1 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,056 F1 · security: Shares received in exchange for 58 shares of The Bear Stearns Companies Inc. in connection with the merger of The Bear Stearns Companies Inc. into a wholly-owned subsidiary of JPMorgan Chase & Co. The price shown is the average of the high and low of JPMorgan Chase & Co. stock on May 30, 2008. Read SEC document |
| May 30, 2008 Filed Jan 18, 2012 22:12 UTC Amendment | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 66 | $43.43 | $2,866.38 |
DisclosureSEC source: 0001225208-12-001557 · doc4a.xml · nonDerivative · entry 1 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,110 F1 · security: Shares received in exchange for 306 shares of The Bear Stearns Companies Inc. in connection with the merger of The Bear Stearns Companies Inc. into a wholly-owned subsidiary of JPMorgan Chase & Co. (previously reported as 12 shares). The price shown is the average of the high and low of JPMorgan Chase & Co. stock on May 30, 2008. Read SEC document |
| January 22, 2008 Filed Jan 23, 2008 02:03 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 300,000 | $0.00 Strike: $39.83 | $0.00 |
DisclosureSEC source: 0001225208-08-001413 · doc4.xml · derivative · entry 2 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,000 Underlying: Common Stock · 300,000 shares Expires 2018-01-22 F2 · derivative.exercise_date: SARs vest and become exercisable in five equal annual installments beginning January 22, 2009. Shares resulting from exercise must be held at least until 5 years after the grant. Read SEC document |
| January 22, 2008 Filed Jan 23, 2008 02:03 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 69,044 | $39.83 | $2,750,022.52 |
DisclosureSEC source: 0001225208-08-001413 · doc4.xml · nonDerivative · entry 1 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,044 F1 · kind: Award of restricted stock units vests 50% on January 25, 2010 and 50% on January 25, 2011. Read SEC document |
| February 01, 2007 Filed Feb 2, 2007 20:27 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 400,000 | $0.00 Strike: $51.05 | $0.00 |
DisclosureSEC source: 0000019617-07-000182 · cut1007.xml · derivative · entry 1 Cutler Stephen M · CIK 0001388539 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,000 Underlying: Common Stock · 400,000 shares Expires 2017-02-01 F1 · derivative.exercise_date: SARs vest and become exercisable in three equal annual installments beginning February 1, 2010. 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.