Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
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 January 12, 2012 · Filed January 18, 2012
Section 16 reporting ended · disclosed 2012-01-18. 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 |
|---|---|---|---|---|---|---|
| May 15, 2007 Filed May 17, 2007 11:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (right to buy) · Derivative | 30,981 | $0.00 Strike: $52.36 | $0.00 |
DisclosureSEC source: 0000019617-07-000486 · man1044.xml · derivative · entry 16 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,981 Underlying: Common Stock · 30,981 shares Expires 2012-09-17 Read SEC document |
| May 15, 2007 Filed May 17, 2007 11:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 37,500 | $0.00 Strike: $44.32 | $0.00 |
DisclosureSEC source: 0000019617-07-000486 · man1044.xml · derivative · entry 15 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,222 Underlying: Common Stock · 37,500 shares Expires 2012-09-17 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. Read SEC document |
| May 15, 2007 Filed May 17, 2007 11:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 84,202 | $0.00 Strike: $38.13 | $0.00 |
DisclosureSEC source: 0000019617-07-000486 · man1044.xml · derivative · entry 14 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 84,202 shares Expires 2012-09-17 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. Read SEC document |
| May 15, 2007 Filed May 17, 2007 11:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 40,403 | $0.00 Strike: $37.50 | $0.00 |
DisclosureSEC source: 0000019617-07-000486 · man1044.xml · derivative · entry 13 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 40,403 shares Expires 2012-09-17 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. Read SEC document |
| May 15, 2007 Filed May 17, 2007 11:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 36,623 | $0.00 Strike: $36.90 | $0.00 |
DisclosureSEC source: 0000019617-07-000486 · man1044.xml · derivative · entry 12 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,623 shares Expires 2012-09-17 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. Read SEC document |
| May 15, 2007 Filed May 17, 2007 11:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 83,000 | $0.00 Strike: $29.91 | $0.00 |
DisclosureSEC source: 0000019617-07-000486 · man1044.xml · derivative · entry 11 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,000 Underlying: Common Stock · 83,000 shares Expires 2012-09-17 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. Read SEC document |
| May 15, 2007 Filed May 17, 2007 11:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 34,420 | $52.36 | $1,802,059.10 |
DisclosureSEC source: 0000019617-07-000486 · man1044.xml · nonDerivative · entry 10 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 436,388 Read SEC document |
| May 15, 2007 Filed May 17, 2007 11:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 72,261 | $52.36 | $3,783,224.66 |
DisclosureSEC source: 0000019617-07-000486 · man1044.xml · nonDerivative · entry 9 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 470,808 Read SEC document |
| May 15, 2007 Filed May 17, 2007 11:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 34,496 | $52.36 | $1,806,038.08 |
DisclosureSEC source: 0000019617-07-000486 · man1044.xml · nonDerivative · entry 8 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 543,069 Read SEC document |
| May 15, 2007 Filed May 17, 2007 11:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 64,426 | $52.36 | $3,373,023.23 |
DisclosureSEC source: 0000019617-07-000486 · man1044.xml · nonDerivative · entry 7 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 577,565 Read SEC document |
| May 15, 2007 Filed May 17, 2007 11:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 30,981 | $52.36 | $1,622,010.26 |
DisclosureSEC source: 0000019617-07-000486 · man1044.xml · nonDerivative · entry 6 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 641,991 Read SEC document |
| May 15, 2007 Filed May 17, 2007 11:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 40,403 | $37.50 | $1,515,112.50 |
DisclosureSEC source: 0000019617-07-000486 · man1044.xml · nonDerivative · entry 5 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 672,972 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 |
| May 15, 2007 Filed May 17, 2007 11:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 84,202 | $38.13 | $3,210,622.26 |
DisclosureSEC source: 0000019617-07-000486 · man1044.xml · nonDerivative · entry 4 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 632,569 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 |
| May 15, 2007 Filed May 17, 2007 11:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 37,500 | $44.32 | $1,662,000.00 |
DisclosureSEC source: 0000019617-07-000486 · man1044.xml · nonDerivative · entry 3 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 548,367 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 |
| May 15, 2007 Filed May 17, 2007 11:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 83,000 | $29.91 | $2,482,530.00 |
DisclosureSEC source: 0000019617-07-000486 · man1044.xml · nonDerivative · entry 2 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 510,867 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 |
| May 15, 2007 Filed May 17, 2007 11:21 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 36,623 | $36.90 | $1,351,388.70 |
DisclosureSEC source: 0000019617-07-000486 · man1044.xml · nonDerivative · entry 1 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 427,867 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 25, 2007 Filed Jan 26, 2007 15:28 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 10,047 | $50.27 | $505,062.69 |
DisclosureSEC source: 0000019617-07-000099 · man993.xml · nonDerivative · entry 1 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 391,244 Read SEC document |
| January 20, 2007 Filed Jan 22, 2007 18:10 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 11,754 | $48.54 | $570,539.16 |
DisclosureSEC source: 0000019617-07-000082 · man986.xml · nonDerivative · entry 1 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 401,291 Read SEC document |
| January 18, 2007 Filed Jan 19, 2007 16:24 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 62,177 | $48.25 | $3,000,040.25 |
DisclosureSEC source: 0000019617-07-000064 · man975.xml · nonDerivative · entry 1 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 413,045 F1 · kind: Award of restricted stock units vests 50% on January 25, 2009 and 50% on January 25, 2010. Read SEC document |
| November 15, 2006 Filed Nov 16, 2006 16:25 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Otpion (right to buy) · Derivative | 120,055 | $0.00 Strike: $47.33 | $0.00 |
DisclosureSEC source: 0000019617-06-000605 · man919.xml · derivative · entry 4 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,055 Underlying: Common Stock · 120,055 shares Expires 2012-09-17 Read SEC document |
| November 15, 2006 Filed Nov 16, 2006 16:25 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 148,600 | $0.00 Strike: $29.91 | $0.00 |
DisclosureSEC source: 0000019617-06-000605 · man919.xml · derivative · entry 3 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,000 Underlying: Common Stock · 148,600 shares Expires 2012-09-17 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. Read SEC document |
| November 15, 2006 Filed Nov 16, 2006 16:25 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 120,055 | $47.33 | $5,681,602.88 |
DisclosureSEC source: 0000019617-06-000605 · man919.xml · nonDerivative · entry 2 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,868 Read SEC document |
| November 15, 2006 Filed Nov 16, 2006 16:25 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 148,600 | $29.91 | $4,444,626.00 |
DisclosureSEC source: 0000019617-06-000605 · man919.xml · nonDerivative · entry 1 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 470,923 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. Read SEC document |
| September 17, 2006 Filed Sep 19, 2006 14:38 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 15,983 | $47.06 | $752,080.07 |
DisclosureSEC source: 0000019617-06-000502 · man893.xml · nonDerivative · entry 1 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 322,323 Read SEC document |
| July 01, 2006 Filed Jul 5, 2006 15:56 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 55,941 | $42.50 | $2,377,212.80 |
DisclosureSEC source: 0000019617-06-000420 · man864.xml · nonDerivative · entry 1 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338,305 Read SEC document |
| May 15, 2006 Filed May 16, 2006 16:23 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (right to buy) · Derivative | 94,722 | $0.00 Strike: $44.32 | $0.00 |
DisclosureSEC source: 0000019617-06-000358 · man855.xml · derivative · entry 4 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,722 Underlying: Common Stock · 94,722 shares Expires 2012-09-17 Read SEC document |
| May 15, 2006 Filed May 16, 2006 16:23 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 115,900 | $0.00 Strike: $29.91 | $0.00 |
DisclosureSEC source: 0000019617-06-000358 · man855.xml · derivative · entry 3 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363,600 Underlying: Common Stock · 115,900 shares Expires 2012-09-17 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. Read SEC document |
| May 15, 2006 Filed May 16, 2006 16:23 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 94,722 | $44.32 | $4,198,079.04 |
DisclosureSEC source: 0000019617-06-000358 · man855.xml · nonDerivative · entry 2 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 394,246 Read SEC document |
| May 15, 2006 Filed May 16, 2006 16:23 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 115,900 | $29.91 | $3,466,569.00 |
DisclosureSEC source: 0000019617-06-000358 · man855.xml · nonDerivative · entry 1 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 488,968 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 21, 2006 Filed Jan 24, 2006 13:06 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 3,735 | $38.05 | $142,116.75 |
DisclosureSEC source: 0000019617-06-000073 · man802.xml · nonDerivative · entry 1 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 373,068 Read SEC document |
| January 19, 2006 Filed Jan 20, 2006 17:11 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 45,740 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-06-000042 · man776.xml · nonDerivative · entry 1 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 376,803 F1 · kind: This award of restricted stock units will vest 50% on January 25, 2008 and 50% on January 25, 2009. All other award terms are substantially the same as those of the restricted stock units granted on January 20, 2005. Read SEC document |
| November 15, 2005 Filed Nov 17, 2005 14:48 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (right to buy) · Derivative | 84,202 | $0.00 Strike: $38.13 | $0.00 |
DisclosureSEC source: 0000019617-05-000591 · man737.xml · derivative · entry 4 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,202 Underlying: Common Stock · 84,202 shares Expires 2012-09-17 Read SEC document |
| November 15, 2005 Filed Nov 17, 2005 14:48 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 94,500 | $0.00 Strike: $29.91 | $0.00 |
DisclosureSEC source: 0000019617-05-000591 · man737.xml · derivative · entry 3 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 479,500 Underlying: Common Stock · 94,500 shares Expires 2012-09-17 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. Read SEC document |
| November 15, 2005 Filed Nov 17, 2005 14:48 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 84,202 | $38.13 | $3,210,622.26 |
DisclosureSEC source: 0000019617-05-000591 · man737.xml · nonDerivative · entry 2 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 331,063 Read SEC document |
| November 15, 2005 Filed Nov 17, 2005 14:48 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 94,500 | $29.91 | $2,826,495.00 |
DisclosureSEC source: 0000019617-05-000591 · man737.xml · nonDerivative · entry 1 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 415,265 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 20, 2005 Filed Oct 24, 2005 16:46 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 250,000 | $0.00 Strike: $34.78 | $0.00 |
DisclosureSEC source: 0000019617-05-000569 · man723.xml · derivative · entry 1 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,000 Underlying: Common Stock · 250,000 shares Expires 2015-10-20 F1 · derivative.exercise_date: SARs vest and become exercisable in three equal annual installments beginning October 20, 2008. Read SEC document |
| September 19, 2005 Filed Sep 20, 2005 14:34 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 14,929 | $34.99 | $522,365.71 |
DisclosureSEC source: 0000019617-05-000517 · man692.xml · nonDerivative · entry 1 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320,765 Read SEC document |
| February 15, 2005 Filed Feb 16, 2005 18:31 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (right to buy) · Derivative | 40,403 | $0.00 Strike: $37.50 | $0.00 |
DisclosureSEC source: 0000019617-05-000257 · man640.xml · derivative · entry 4 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,403 Underlying: Common Stock · 40,403 shares Expires 2012-09-17 Read SEC document |
| February 15, 2005 Filed Feb 16, 2005 18:31 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 45,500 | $0.00 Strike: $29.91 | $0.00 |
DisclosureSEC source: 0000019617-05-000257 · man640.xml · derivative · entry 3 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 574,000 Underlying: Common Stock · 45,500 shares Expires 2012-09-17 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. Read SEC document |
| February 15, 2005 Filed Feb 16, 2005 18:31 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 40,403 | $37.50 | $1,515,112.50 |
DisclosureSEC source: 0000019617-05-000257 · man640.xml · nonDerivative · entry 2 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,694 Read SEC document |
| February 15, 2005 Filed Feb 16, 2005 18:31 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 45,500 | $29.91 | $1,360,905.00 |
DisclosureSEC source: 0000019617-05-000257 · man640.xml · nonDerivative · entry 1 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 376,097 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 20, 2005 Filed Jan 24, 2005 15:56 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 42,034 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-05-000053 · man600.xml · nonDerivative · entry 1 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,597 Read SEC document |
| September 17, 2004 Filed Sep 20, 2004 16:12 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 13,191 | $39.58 | $522,099.78 |
DisclosureSEC source: 0000019617-04-000336 · man504.xml · nonDerivative · entry 1 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,563 Read SEC document |
| August 12, 2004 Filed Aug 13, 2004 12:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 40,500 | $29.91 Strike: $29.91 | $1,211,355.00 |
DisclosureSEC source: 0001225208-04-001333 · doc4.xml · derivative · entry 4 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 619,500 Underlying: Common Stock · 40,500 shares Expires 2012-09-17 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. Read SEC document |
| August 12, 2004 Filed Aug 13, 2004 12:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option ( right to buy ) · Derivative | 36,623 | $0.00 Strike: $36.90 | $0.00 |
DisclosureSEC source: 0001225208-04-001333 · doc4.xml · derivative · entry 3 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,623 Underlying: Common Stock · 36,623 shares Expires 2012-09-17 Read SEC document |
| August 12, 2004 Filed Aug 13, 2004 12:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 36,623 | $36.90 | $1,351,388.70 |
DisclosureSEC source: 0001225208-04-001333 · doc4.xml · nonDerivative · entry 2 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 301,754 Read SEC document |
| August 12, 2004 Filed Aug 13, 2004 12:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 40,500 | $29.91 | $1,211,355.00 |
DisclosureSEC source: 0001225208-04-001333 · doc4.xml · nonDerivative · entry 1 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338,377 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. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:43 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (right to buy) · Derivative | 264,000 | $0.00 Strike: $29.96 | $0.00 |
DisclosureSEC source: 0001225208-04-001115 · doc4.xml · derivative · entry 4 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,000 Underlying: Common Stock · 264,000 shares Expires 2009-08-15 F3 · price: See Remarks. F4 · derivative.exercise_date: Option vests over 3 years in one-third annual increments from date of grant. The date exercisable reported in the table is the first vesting date. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:43 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (right to buy) · Derivative | 660,000 | $0.00 Strike: $29.91 | $0.00 |
DisclosureSEC source: 0001225208-04-001115 · doc4.xml · derivative · entry 3 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 660,000 Underlying: Common Stock · 660,000 shares Expires 2012-09-17 F3 · price: See Remarks. F2 · derivative.exercise_date: Option vests over 5 years in 20% annual increments from date of grant. The date exercisable reported in the table is the first vesting date. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 14:43 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 127,719 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-04-001115 · doc4.xml · nonDerivative · entry 2 MANDELBAUM JAY · CIK 0001199074 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,877 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.