Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FISERV INCFI · Entity 3167 | Director | March 31, 2025 | April 01, 2025 |
| GENERAL MILLS INCGIS · Entity 3236 | Director | March 21, 2019 | March 25, 2019 |
| PROGRESSIVE CORP/OH/PGR · Entity 193 | Director | May 16, 2014 | May 19, 2014 |
| Waystar Holding Corp.WAY · Entity 1420 | Director | June 03, 2026 | September 25, 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.
FISERV INC
Report date March 31, 2025 · Filed April 01, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Compensation Notional UnitsSEC Table II · derivative / convertible security | Direct | 5,051 |
Reported balance
After 2025-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-03-31 · Grant · Acquired 170 · Balance 5,051 F1: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on March 31, 2025, in respect of $37,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On March 31, 2025, the closing price of Fiserv's common stock was $220.83 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. |
Filing footnotes · ownership attribution and instrument terms
F1: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on March 31, 2025, in respect of $37,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On March 31, 2025, the closing price of Fiserv's common stock was $220.83 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.
GENERAL MILLS INC
Report date March 21, 2019 · Filed March 25, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 74,588.6374 |
Ending reported balance
After 2019-03-21 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2019-03-21 · Exercise / conversion · Acquired 11,398 · Balance 85,986.6374 Row 2 · 2019-03-21 · Exercise / conversion · Acquired 12,248 · Balance 98,234.6374 Row 3 · 2019-03-21 · Exercise / conversion · Acquired 14,836 · Balance 113,070.6374 Row 4 · 2019-03-21 · Sale · Disposed 38,482 · Balance 74,588.6374 F1: Represents the weighted average of actual sale prices that range from $49.225 to $49.57. Full information regarding the number of shares sold at each separate price is available upon request of the Securities and Exchange Commission or any security holder of the company. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $30.33 · Expires 2019-09-21 | Direct | 0 |
Reported balance
After 2019-03-21 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-03-21 · Exercise / conversion · Disposed 14,836 · Balance 0 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $36.74 · Expires 2020-09-27 | Direct | 0 |
Reported balance
After 2019-03-21 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-03-21 · Exercise / conversion · Disposed 12,248 · Balance 0 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $39.48 · Expires 2021-09-26 | Direct | 0 |
Reported balance
After 2019-03-21 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2019-03-21 · Exercise / conversion · Disposed 11,398 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the weighted average of actual sale prices that range from $49.225 to $49.57. Full information regarding the number of shares sold at each separate price is available upon request of the Securities and Exchange Commission or any security holder of the company.
PROGRESSIVE CORP/OH/
Report date May 16, 2014 · Filed May 19, 2014
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 17,257 |
Reported balance
After 2014-05-16 transaction · row 1
1 source rowRow 1 · 2014-05-16 · Grant · Acquired 9,070 · Balance 17,257 F1: Restricted stock grant made pursuant to The Progressive Corporation 2003 Directors Equity Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock grant made pursuant to The Progressive Corporation 2003 Directors Equity Incentive Plan.
Waystar Holding Corp.
Report date June 03, 2026 · Filed September 25, 2026 · 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 | 42,060 |
Reported balance
After 2026-06-03 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-06-03 · Grant · Acquired 10,446 · Balance 42,060 F1: Reflects a grant of restricted stock units ("RSUs") which vest on the earlier of (i) June 1, 2027 and (ii) the first regularly scheduled annual meeting of the stockholders following the grant date. Each RSU represents a contingent right to receive one share of Common Stock upon settlement. This amended Form 4 is being filed solely to correct the number of RSUs granted from 9,303 to 10,446. F2: Includes unvested RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a grant of restricted stock units ("RSUs") which vest on the earlier of (i) June 1, 2027 and (ii) the first regularly scheduled annual meeting of the stockholders following the grant date. Each RSU represents a contingent right to receive one share of Common Stock upon settlement. This amended Form 4 is being filed solely to correct the number of RSUs granted from 9,303 to 10,446.
F2: Includes unvested RSUs.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
FIRST DATA CORP
Report date July 29, 2019 · Filed July 29, 2019
Section 16 reporting ended · disclosed 2019-07-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-07-29 transaction · row 1
1 source rowRow 1 · 2019-07-29 · Disposition to issuer · Disposed 38,082 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger dated January 16, 2019 (Merger Agreement) among First Data Corporation (Issuer), Fiserv, Inc. (Fiserv), and 300 Holdings, Inc. (Merger Sub), upon the effective time of the merger of Merger Sub into Issuer (the Merger) on July 29, 2019, each common share of the Issuer was converted in the right to receive 0.303 shares of Fiserv common stock (the exchange ratio). |
| Class A Common StockSEC Table I · non-derivative | IndirectBy spouse | 0 |
Reported balance
After 2019-07-29 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2019-07-29 · Disposition to issuer · Disposed 10,000 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger dated January 16, 2019 (Merger Agreement) among First Data Corporation (Issuer), Fiserv, Inc. (Fiserv), and 300 Holdings, Inc. (Merger Sub), upon the effective time of the merger of Merger Sub into Issuer (the Merger) on July 29, 2019, each common share of the Issuer was converted in the right to receive 0.303 shares of Fiserv common stock (the exchange ratio). |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-07-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-07-29 · Disposition to issuer · Disposed 18,673 · Balance 0 F2: Shares of Class B common stock were convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F1: Pursuant to the Agreement and Plan of Merger dated January 16, 2019 (Merger Agreement) among First Data Corporation (Issuer), Fiserv, Inc. (Fiserv), and 300 Holdings, Inc. (Merger Sub), upon the effective time of the merger of Merger Sub into Issuer (the Merger) on July 29, 2019, each common share of the Issuer was converted in the right to receive 0.303 shares of Fiserv common stock (the exchange ratio). |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.65 · Expires 2024-04-14 | Direct | 0 |
Reported balance
After 2019-07-29 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-07-29 · Disposition to issuer · Disposed 158,182 · Balance 0 F4: Pursuant to the Merger Agreement, immediately after the effective time of the Merger, the option was converted into an option to purchase a number of shares of Fiserv common stock equal to the number of shares of Issuer common stock subject to such option award immediately prior the effective time multiplied by the exchange ratio, with an exercise price per share equal to the exercise price per share of such stock option immediately prior to the effective time divided by the exchange ratio. F3: These stock options are fully vested and exercisable. F2: Shares of Class B common stock were convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. |
| Units in Director Deferred Compensation PlanSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-07-29 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-07-29 · Disposition to issuer · Disposed 30,102.2 · Balance 0 F5: Each unit represents the economic equivalent of one share of Class A common stock of the Issuer. The units became payable in cash upon the reporting person's termination of service as a director of the Issuer. F6: Pursuant to the terms of the Issuer's 2008 Non-Employee Director Deferred Compensation Plan, each unit will be paid out in cash equal to the closing price of one share of the Issuer's Class A common stock on the day before the effective time of the Merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger dated January 16, 2019 (Merger Agreement) among First Data Corporation (Issuer), Fiserv, Inc. (Fiserv), and 300 Holdings, Inc. (Merger Sub), upon the effective time of the merger of Merger Sub into Issuer (the Merger) on July 29, 2019, each common share of the Issuer was converted in the right to receive 0.303 shares of Fiserv common stock (the exchange ratio).
F2: Shares of Class B common stock were convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events.
F3: These stock options are fully vested and exercisable.
F4: Pursuant to the Merger Agreement, immediately after the effective time of the Merger, the option was converted into an option to purchase a number of shares of Fiserv common stock equal to the number of shares of Issuer common stock subject to such option award immediately prior the effective time multiplied by the exchange ratio, with an exercise price per share equal to the exercise price per share of such stock option immediately prior to the effective time divided by the exchange ratio.
F5: Each unit represents the economic equivalent of one share of Class A common stock of the Issuer. The units became payable in cash upon the reporting person's termination of service as a director of the Issuer.
F6: Pursuant to the terms of the Issuer's 2008 Non-Employee Director Deferred Compensation Plan, each unit will be paid out in cash equal to the closing price of one share of the Issuer's Class A common stock on the day before the effective time of the Merger.
JPMORGAN CHASE & CO
Report date December 13, 2011 · Filed December 13, 2011
Section 16 reporting ended · disclosed 2011-12-13. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 04, 2006 Filed Aug 8, 2006 19:45 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 32,000 | $0.00 Strike: $31.22 | $0.00 |
DisclosureSEC source: 0000019617-06-000443 · mil886.xml · derivative · entry 10 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,200 Underlying: Common Stock · 32,000 shares Expires 2012-04-16 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: 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 |
| August 04, 2006 Filed Aug 8, 2006 19:45 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (right to buy) · Derivative | 25,656 | $0.00 Strike: $45.66 | $0.00 |
DisclosureSEC source: 0000019617-06-000443 · mil886.xml · derivative · entry 9 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,656 Underlying: Common Stock · 25,656 shares Expires 2012-04-01 Read SEC document |
| August 04, 2006 Filed Aug 8, 2006 19:45 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 31,000 | $0.00 Strike: $31.65 | $0.00 |
DisclosureSEC source: 0000019617-06-000443 · mil886.xml · derivative · entry 8 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,000 Underlying: Common Stock · 31,000 shares Expires 2012-04-01 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: 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 |
| August 04, 2006 Filed Aug 8, 2006 19:45 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 26,313 | $45.66 | $1,201,451.58 |
DisclosureSEC source: 0000019617-06-000443 · mil886.xml · nonDerivative · entry 4 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,554.0142 Read SEC document |
| August 04, 2006 Filed Aug 8, 2006 19:45 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 25,656 | $45.66 | $1,171,452.96 |
DisclosureSEC source: 0000019617-06-000443 · mil886.xml · nonDerivative · entry 3 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,867.0142 Read SEC document |
| August 04, 2006 Filed Aug 8, 2006 19:45 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 32,000 | $31.22 | $999,040.00 |
DisclosureSEC source: 0000019617-06-000443 · mil886.xml · nonDerivative · entry 2 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,523.0142 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 04, 2006 Filed Aug 8, 2006 19:45 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 31,000 | $31.65 | $981,150.00 |
DisclosureSEC source: 0000019617-06-000443 · mil886.xml · nonDerivative · entry 1 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320,523.0142 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, 2006 Filed Jul 5, 2006 19:56 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 68,851 | $42.50 | $2,925,823.25 |
DisclosureSEC source: 0000019617-06-000422 · mil865.xml · nonDerivative · entry 1 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289,496.5521 Read SEC document |
| January 21, 2006 Filed Jan 24, 2006 18:06 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 7,844 | $38.05 | $298,464.20 |
DisclosureSEC source: 0000019617-06-000074 · mil803.xml · nonDerivative · entry 1 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 358,292.7659 Read SEC document |
| January 19, 2006 Filed Jan 20, 2006 22:11 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 60,688 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-06-000044 · mil778.xml · nonDerivative · entry 1 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,136.7659 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 |
| December 27, 2005 Filed Jul 27, 2010 20:53 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 1,381 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-017635 · doc4.xml · nonDerivative · entry 1 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 303,971.6133 Read SEC document |
| October 20, 2005 Filed Oct 24, 2005 20:46 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 250,000 | $0.00 Strike: $34.78 | $0.00 |
DisclosureSEC source: 0000019617-05-000571 · mil725.xml · derivative · entry 1 MILLER HEIDI · CIK 0001199930 · 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 |
| April 01, 2005 Filed Apr 4, 2005 19:52 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 17,682 | $34.60 | $611,797.20 |
DisclosureSEC source: 0000019617-05-000336 · mil654.xml · nonDerivative · entry 1 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305,352.6133 Read SEC document |
| January 20, 2005 Filed Jan 24, 2005 20:57 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 51,375 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-05-000055 · mil605.xml · nonDerivative · entry 1 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 323,006.662 Read SEC document |
| October 21, 2004 Filed Oct 25, 2004 18:35 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (right to buy) · Derivative | 18,937 | $0.00 Strike: $37.25 | $0.00 |
DisclosureSEC source: 0000019617-04-000374 · mil533.xml · derivative · entry 8 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,937 Underlying: Common Stock · 18,937 shares Expires 2012-04-16 Read SEC document |
| October 21, 2004 Filed Oct 25, 2004 18:35 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 20,800 | $0.00 Strike: $31.22 | $0.00 |
DisclosureSEC source: 0000019617-04-000374 · mil533.xml · derivative · entry 7 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,200 Underlying: Common Stock · 20,800 shares Expires 2012-04-16 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: 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 |
| October 21, 2004 Filed Oct 25, 2004 18:35 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 18,937 | $37.25 | $705,403.25 |
DisclosureSEC source: 0000019617-04-000374 · mil533.xml · nonDerivative · entry 2 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258,998.185 Read SEC document |
| October 21, 2004 Filed Oct 25, 2004 18:35 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 20,800 | $31.22 | $649,376.00 |
DisclosureSEC source: 0000019617-04-000374 · mil533.xml · nonDerivative · entry 1 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,935.185 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 18:38 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (right to buy) · Derivative | 66,000 | $0.00 Strike: $31.22 | $0.00 |
DisclosureSEC source: 0001225208-04-001114 · doc4.xml · derivative · entry 9 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,000 Underlying: Common Stock · 66,000 shares Expires 2012-04-16 F3 · price: See Remarks. F4 · 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 18:38 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (right to buy) · Derivative | 396,000 | $0.00 Strike: $31.65 | $0.00 |
DisclosureSEC source: 0001225208-04-001114 · doc4.xml · derivative · entry 8 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,000 Underlying: Common Stock · 396,000 shares Expires 2012-04-01 F3 · price: See Remarks. F4 · 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 18:38 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option ( right to buy ) · Derivative | 396,000 | $0.00 Strike: $29.96 | $0.00 |
DisclosureSEC source: 0001225208-04-001114 · doc4.xml · derivative · entry 7 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,000 Underlying: Common Stock · 396,000 shares Expires 2009-08-15 F3 · price: See Remarks. F2 · 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 18:38 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 1,179 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-04-001114 · doc4.xml · nonDerivative · entry 6 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Disclosed balance after: 1,179 F1 · price: See Remarks Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 18:38 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 1,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-04-001114 · doc4.xml · nonDerivative · entry 5 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Custodian for Children Disclosed balance after: 1,584 F1 · price: See Remarks Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 18:38 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 5,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-04-001114 · doc4.xml · nonDerivative · entry 4 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · GRAT Disclosed balance after: 5,280 F1 · price: See Remarks Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 18:38 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 13,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-04-001114 · doc4.xml · nonDerivative · entry 3 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 13,200 F1 · price: See Remarks Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 18:38 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 99,878 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-04-001114 · doc4.xml · nonDerivative · entry 2 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,106 F1 · price: See Remarks Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 18:38 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 157,192 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-04-001114 · doc4.xml · nonDerivative · entry 1 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,228 Read SEC document |
| July 01, 2004 Filed Nov 22, 2004 18:23 UTC Amendment | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (right to buy) · Derivative | 66,000 | Not disclosed Strike: $31.22 | Not disclosed |
DisclosureSEC source: 0000019617-04-000401 · mil546.xml · derivative · entry 8 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,000 Underlying: Common Stock · 66,000 shares Expires 2012-04-16 F4 · price: Options received in the merger between Bank One and JPM pursuant to which each outstanding option to purchase Bank One common stock was converted to an option to purchase JPM common stock on substantially the same terms, except that the number of shares was adjusted by multiplying the number of Bank One options by 1.32 and the exercise price was adjusted by dividing the Bank One exercise price by 1.32. F5 · 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 Nov 22, 2004 18:23 UTC Amendment | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (right to buy) · Derivative | 396,000 | Not disclosed Strike: $31.65 | Not disclosed |
DisclosureSEC source: 0000019617-04-000401 · mil546.xml · derivative · entry 7 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,000 Underlying: Common Stock · 396,000 shares Expires 2012-04-01 F4 · price: Options received in the merger between Bank One and JPM pursuant to which each outstanding option to purchase Bank One common stock was converted to an option to purchase JPM common stock on substantially the same terms, except that the number of shares was adjusted by multiplying the number of Bank One options by 1.32 and the exercise price was adjusted by dividing the Bank One exercise price by 1.32. F5 · 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 Nov 22, 2004 18:23 UTC Amendment | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (right to buy) · Derivative | 396,000 | Not disclosed Strike: $29.96 | Not disclosed |
DisclosureSEC source: 0000019617-04-000401 · mil546.xml · derivative · entry 6 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,000 Underlying: Common Stock · 396,000 shares Expires 2009-08-15 F4 · price: Options received in the merger between Bank One and JPM pursuant to which each outstanding option to purchase Bank One common stock was converted to an option to purchase JPM common stock on substantially the same terms, except that the number of shares was adjusted by multiplying the number of Bank One options by 1.32 and the exercise price was adjusted by dividing the Bank One exercise price by 1.32. F3 · 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 Nov 22, 2004 18:23 UTC Amendment | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 5,280 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000019617-04-000401 · mil546.xml · nonDerivative · entry 5 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By GRAT Disclosed balance after: 5,280 F2 · price: Shares received in the merger between Bank One Corporation (Bank One) and JPMorgan Chase & Co. (JPM), pursuant to which each share of Bank One common stock was exchanged for 1.32 shares of JPM comon stock, having a market value of $38.77 per share on the effective date of the merger. Read SEC document |
| July 01, 2004 Filed Nov 22, 2004 18:23 UTC Amendment | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 1,179 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000019617-04-000401 · mil546.xml · nonDerivative · entry 4 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 1,179 F2 · price: Shares received in the merger between Bank One Corporation (Bank One) and JPMorgan Chase & Co. (JPM), pursuant to which each share of Bank One common stock was exchanged for 1.32 shares of JPM comon stock, having a market value of $38.77 per share on the effective date of the merger. Read SEC document |
| July 01, 2004 Filed Nov 22, 2004 18:23 UTC Amendment | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 1,584 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000019617-04-000401 · mil546.xml · nonDerivative · entry 3 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · As Custodian For Children Disclosed balance after: 1,584 F2 · price: Shares received in the merger between Bank One Corporation (Bank One) and JPMorgan Chase & Co. (JPM), pursuant to which each share of Bank One common stock was exchanged for 1.32 shares of JPM comon stock, having a market value of $38.77 per share on the effective date of the merger. Read SEC document |
| July 01, 2004 Filed Nov 22, 2004 18:23 UTC Amendment | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 112,484 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000019617-04-000401 · mil546.xml · nonDerivative · entry 2 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,712 F1 · shares: Balance adjustment to correct (i) misclassification of shares as indirect by spouse to direct since shares are held in a joint account and (ii) mathematical error in number of Bank One common stock converted into JPM common stock at the 1.32 merger conversion rate. F2 · price: Shares received in the merger between Bank One Corporation (Bank One) and JPMorgan Chase & Co. (JPM), pursuant to which each share of Bank One common stock was exchanged for 1.32 shares of JPM comon stock, having a market value of $38.77 per share on the effective date of the merger. Read SEC document |
| July 01, 2004 Filed Nov 22, 2004 18:23 UTC Amendment | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 157,192 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000401 · mil546.xml · nonDerivative · entry 1 MILLER HEIDI · CIK 0001199930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,228 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.