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 July 30, 2006 · Filed September 14, 2006
Section 16 reporting ended · disclosed 2006-09-14. 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 |
|---|---|---|---|---|---|---|
| July 01, 2006 Filed Jul 5, 2006 15:55 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 55,941 | $42.50 | $2,377,212.80 |
DisclosureSEC source: 0000019617-06-000418 · gug863.xml · nonDerivative · entry 1 GUGGENHEIMER JOAN · CIK 0001230247 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,489 Read SEC document |
| June 02, 2006 Filed Jun 5, 2006 09:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 5,804 | $43.58 | $252,938.32 |
DisclosureSEC source: 0000019617-06-000380 · gug860.xml · nonDerivative · entry 1 GUGGENHEIMER JOAN · CIK 0001230247 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,430 Read SEC document |
| January 19, 2006 Filed Jan 20, 2006 17:11 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 41,523 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-06-000039 · gug772.xml · nonDerivative · entry 1 GUGGENHEIMER JOAN · CIK 0001230247 · Co-General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,234 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 |
| 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: 0000019617-05-000567 · gug721.xml · derivative · entry 1 GUGGENHEIMER JOAN · CIK 0001230247 · Co-General Counsel 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 |
| June 02, 2005 Filed Jun 3, 2005 09:58 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 5,917 | $35.76 | $211,591.92 |
DisclosureSEC source: 0000019617-05-000391 · gug662.xml · nonDerivative · entry 1 GUGGENHEIMER JOAN · CIK 0001230247 · Co-General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,711 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: 0000019617-05-000049 · gug590.xml · nonDerivative · entry 1 GUGGENHEIMER JOAN · CIK 0001230247 · Co-General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,628 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 | 132,000 | $0.00 Strike: $29.96 | $0.00 |
DisclosureSEC source: 0001225208-04-001117 · doc4.xml · derivative · entry 6 GUGGENHEIMER JOAN · CIK 0001230247 · Co-General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,000 Underlying: Common Stock · 132,000 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 14:43 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (right to buy) · Derivative | 396,000 | $0.00 Strike: $28.30 | $0.00 |
DisclosureSEC source: 0001225208-04-001117 · doc4.xml · derivative · entry 5 GUGGENHEIMER JOAN · CIK 0001230247 · Co-General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,000 Underlying: Common Stock · 396,000 shares Expires 2009-06-02 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 14:43 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 78,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-04-001117 · doc4.xml · nonDerivative · entry 2 GUGGENHEIMER JOAN · CIK 0001230247 · Co-General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,594 F1 · price: See Remarks 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: 0001225208-04-001117 · doc4.xml · nonDerivative · entry 1 GUGGENHEIMER JOAN · CIK 0001230247 · Co-General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,319 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.