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 May 15, 2006 · Filed May 17, 2006
Section 16 reporting ended · disclosed 2006-05-17. 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 08, 2006 Filed May 8, 2006 15:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 46,008 | $46.36 | $2,132,930.88 |
DisclosureSEC source: 0000019617-06-000344 · mcd853.xml · nonDerivative · entry 4 MCDAVID WILLIAM H · CIK 0001179583 · Co-General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 688,312.0554 Read SEC document |
| May 05, 2006 Filed May 8, 2006 15:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 13,740 | $46.42 | $637,810.80 |
DisclosureSEC source: 0000019617-06-000344 · mcd853.xml · nonDerivative · entry 3 MCDAVID WILLIAM H · CIK 0001179583 · Co-General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 734,320.0554 Read SEC document |
| May 04, 2006 Filed May 8, 2006 15:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Options (Rights to Buy) · Derivative | 75,000 | $0.00 Strike: $30.77 | $0.00 |
DisclosureSEC source: 0000019617-06-000344 · mcd853.xml · derivative · entry 5 MCDAVID WILLIAM H · CIK 0001179583 · Co-General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 75,000 shares Expires 2007-01-21 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: Vested annually in thirds beginning on January 21,1998. Read SEC document |
| May 04, 2006 Filed May 8, 2006 15:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 61,260 | $45.66 | $2,796,825.30 |
DisclosureSEC source: 0000019617-06-000344 · mcd853.xml · nonDerivative · entry 2 MCDAVID WILLIAM H · CIK 0001179583 · Co-General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 748,060.0554 Read SEC document |
| May 04, 2006 Filed May 8, 2006 15:20 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 75,000 | $30.77 | $2,307,817.50 |
DisclosureSEC source: 0000019617-06-000344 · mcd853.xml · nonDerivative · entry 1 MCDAVID WILLIAM H · CIK 0001179583 · Co-General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 809,320.0554 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, 2006 Filed Jan 27, 2006 15:50 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 8,906 | $38.37 | $341,723.22 |
DisclosureSEC source: 0000019617-06-000090 · mcd816.xml · nonDerivative · entry 1 MCDAVID WILLIAM H · CIK 0001179583 · Co-General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 727,047.5652 Read SEC document |
| January 19, 2006 Filed Jan 20, 2006 17:11 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 43,600 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-06-000043 · mcd777.xml · nonDerivative · entry 2 MCDAVID WILLIAM H · CIK 0001179583 · Co-General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 735,953.5652 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 |
| January 19, 2006 Filed Jan 20, 2006 17:11 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 18,230 | $39.13 | $713,339.90 |
DisclosureSEC source: 0000019617-06-000043 · mcd777.xml · nonDerivative · entry 1 MCDAVID WILLIAM H · CIK 0001179583 · Co-General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 692,353.5652 Read SEC document |
| January 06, 2006 Filed Jan 10, 2006 10:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Options (Rights to Buy) · Derivative | 63,000 | $0.00 Strike: $19.19 | $0.00 |
DisclosureSEC source: 0000019617-06-000016 · mcd760.xml · derivative · entry 3 MCDAVID WILLIAM H · CIK 0001179583 · Co-General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 63,000 shares Expires 2006-01-15 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: Vested annually in thirds beginning on January 16, 1997. Read SEC document |
| January 06, 2006 Filed Jan 10, 2006 10:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 44,770 | $39.90 | $1,786,099.15 |
DisclosureSEC source: 0000019617-06-000016 · mcd760.xml · nonDerivative · entry 2 MCDAVID WILLIAM H · CIK 0001179583 · Co-General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 710,583.5652 Read SEC document |
| January 06, 2006 Filed Jan 10, 2006 10:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 63,000 | $19.19 | $1,208,812.50 |
DisclosureSEC source: 0000019617-06-000016 · mcd760.xml · nonDerivative · entry 1 MCDAVID WILLIAM H · CIK 0001179583 · Co-General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 755,353.5652 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 | 150,000 | $0.00 Strike: $34.78 | $0.00 |
DisclosureSEC source: 0000019617-05-000570 · mcd724.xml · derivative · entry 1 MCDAVID WILLIAM H · CIK 0001179583 · Co-General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 150,000 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 |
| May 31, 2005 Filed Jun 1, 2005 15:41 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Options (Rights to Buy) · Derivative | 63,000 | $0.00 Strike: $15.77 | $0.00 |
DisclosureSEC source: 0000019617-05-000390 · mcd661.xml · derivative · entry 3 MCDAVID WILLIAM H · CIK 0001179583 · Co-General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 63,000 shares Expires 2005-06-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Vested annually in thirds beginning on June 20, 1996. Read SEC document |
| May 31, 2005 Filed Jun 1, 2005 15:41 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 43,482 | $35.82 | $1,557,525.24 |
DisclosureSEC source: 0000019617-05-000390 · mcd661.xml · nonDerivative · entry 2 MCDAVID WILLIAM H · CIK 0001179583 · Co-General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 684,903.396 Read SEC document |
| May 31, 2005 Filed Jun 1, 2005 15:41 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 63,000 | $15.77 | $993,566.70 |
DisclosureSEC source: 0000019617-05-000390 · mcd661.xml · nonDerivative · entry 1 MCDAVID WILLIAM H · CIK 0001179583 · Co-General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 728,385.396 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 15:57 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 51,375 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-05-000054 · mcd603.xml · nonDerivative · entry 1 MCDAVID WILLIAM H · CIK 0001179583 · Co-General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 659,789.0835 Read SEC document |
| December 28, 2004 Filed Dec 29, 2004 11:57 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 637 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000426 · mcd558.xml · nonDerivative · entry 4 MCDAVID WILLIAM H · CIK 0001179583 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 608,414.0835 Read SEC document |
| December 27, 2004 Filed Dec 29, 2004 11:57 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000426 · mcd558.xml · nonDerivative · entry 3 MCDAVID WILLIAM H · CIK 0001179583 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 609,051.0835 Read SEC document |
| December 24, 2004 Filed Dec 29, 2004 11:57 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 128 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000426 · mcd558.xml · nonDerivative · entry 2 MCDAVID WILLIAM H · CIK 0001179583 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 609,436.0835 Read SEC document |
| December 24, 2004 Filed Dec 29, 2004 11:57 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 255 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000426 · mcd558.xml · nonDerivative · entry 1 MCDAVID WILLIAM H · CIK 0001179583 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 609,564.0835 Read SEC document |
| February 11, 2004 Filed Feb 13, 2004 16:46 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Right · Derivative | 121,997 | $0.00 Strike: $39.96 | $0.00 |
DisclosureSEC source: 0000019617-04-000176 · mcd402.xml · derivative · entry 2 MCDAVID WILLIAM H · CIK 0001179583 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,997 Underlying: Common Stock · 121,997 shares Expires 2014-02-11 F1 · derivative.exercise_date: Vests in two equal annual installments beginning January 25, 2006. Read SEC document |
| February 11, 2004 Filed Feb 13, 2004 16:46 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 40,666 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000176 · mcd402.xml · nonDerivative · entry 1 MCDAVID WILLIAM H · CIK 0001179583 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 602,801.1144 Read SEC document |
| January 23, 2004 Filed Jan 26, 2004 17:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 27,859 | $39.94 | $1,112,688.46 |
DisclosureSEC source: 0000019617-04-000026 · mcd347.xml · nonDerivative · entry 3 MCDAVID WILLIAM H · CIK 0001179583 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 562,135.1144 F1 · kind: Shares sold pursuant to Rule 10b5-1(c) plan dated November 14, 2003. Read SEC document |
| January 22, 2004 Filed Jan 26, 2004 17:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Options (Rights to Buy) · Derivative | 63,000 | $0.00 Strike: $12.98 | $0.00 |
DisclosureSEC source: 0000019617-04-000026 · mcd347.xml · derivative · entry 4 MCDAVID WILLIAM H · CIK 0001179583 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 63,000 shares Expires 2004-06-21 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_date: Vested annually in thirds beginning on June 21, 1995. Read SEC document |
| January 22, 2004 Filed Jan 26, 2004 17:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 35,141 | $40.14 | $1,410,559.74 |
DisclosureSEC source: 0000019617-04-000026 · mcd347.xml · nonDerivative · entry 2 MCDAVID WILLIAM H · CIK 0001179583 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 589,994.1144 Read SEC document |
| January 22, 2004 Filed Jan 26, 2004 17:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 63,000 | $12.98 | $817,689.60 |
DisclosureSEC source: 0000019617-04-000026 · mcd347.xml · nonDerivative · entry 1 MCDAVID WILLIAM H · CIK 0001179583 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 625,135.1144 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 |
| December 22, 2003 Filed Jan 7, 2004 15:45 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 141 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000014 · mcd331.xml · nonDerivative · entry 4 MCDAVID WILLIAM H · CIK 0001179583 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 562,135.1144 Read SEC document |
| December 22, 2003 Filed Jan 7, 2004 15:45 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 423 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000014 · mcd331.xml · nonDerivative · entry 3 MCDAVID WILLIAM H · CIK 0001179583 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 562,276.1144 Read SEC document |
| December 22, 2003 Filed Jan 7, 2004 15:45 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 705 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000014 · mcd331.xml · nonDerivative · entry 2 MCDAVID WILLIAM H · CIK 0001179583 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 562,699.1144 Read SEC document |
| December 22, 2003 Filed Jan 7, 2004 15:45 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 282 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000014 · mcd331.xml · nonDerivative · entry 1 MCDAVID WILLIAM H · CIK 0001179583 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 563,404.1144 Read SEC document |
| November 10, 2003 Filed Nov 13, 2003 12:35 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 280 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-03-000475 · mcd323.xml · nonDerivative · entry 1 MCDAVID WILLIAM H · CIK 0001179583 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 563,686.1144 Read SEC document |
| May 15, 2003 Filed May 16, 2003 17:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Options (Rights to Buy) · Derivative | 75,000 | $0.00 Strike: $14.38 | $0.00 |
DisclosureSEC source: 0000019617-03-000334 · mcd245.xml · derivative · entry 3 MCDAVID WILLIAM H · CIK 0001179583 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 75,000 shares Expires 2003-09-21 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, 2003 Filed May 16, 2003 17:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 49,139 | $31.06 | $1,526,011.65 |
DisclosureSEC source: 0000019617-03-000334 · mcd245.xml · nonDerivative · entry 2 MCDAVID WILLIAM H · CIK 0001179583 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 560,422.9832 Read SEC document |
| May 15, 2003 Filed May 16, 2003 17:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 75,000 | $14.38 | $1,078,125.00 |
DisclosureSEC source: 0000019617-03-000334 · mcd245.xml · nonDerivative · entry 1 MCDAVID WILLIAM H · CIK 0001179583 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 609,561.9832 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.