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 01, 2004 · Filed July 16, 2004
Section 16 reporting ended · disclosed 2004-07-16. 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 |
|---|---|---|---|---|---|---|
| February 11, 2004 Filed Feb 13, 2004 16:43 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Right · Derivative | 326,577 | $0.00 Strike: $39.96 | $0.00 |
DisclosureSEC source: 0000019617-04-000175 · lay401.xml · derivative · entry 3 LAYTON DONALD H · CIK 0001179581 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,577 Underlying: Common Stock · 326,577 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 16:43 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 108,859 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000175 · lay401.xml · nonDerivative · entry 1 LAYTON DONALD H · CIK 0001179581 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 814,470.7295 Read SEC document |
| January 25, 2004 Filed Jan 26, 2004 17:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 8,531 | $39.83 | $339,789.73 |
DisclosureSEC source: 0000019617-04-000025 · lay346.xml · nonDerivative · entry 3 LAYTON DONALD H · CIK 0001179581 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 705,611.7295 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 | 126,000 | $0.00 Strike: $12.98 | $0.00 |
DisclosureSEC source: 0000019617-04-000025 · lay346.xml · derivative · entry 5 LAYTON DONALD H · CIK 0001179581 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 126,000 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. F1 · 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 | 74,376 | $40.14 | $2,985,452.64 |
DisclosureSEC source: 0000019617-04-000025 · lay346.xml · nonDerivative · entry 2 LAYTON DONALD H · CIK 0001179581 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 714,142.7295 Read SEC document |
| January 22, 2004 Filed Jan 26, 2004 17:16 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 126,000 | $12.98 | $1,635,379.20 |
DisclosureSEC source: 0000019617-04-000025 · lay346.xml · nonDerivative · entry 1 LAYTON DONALD H · CIK 0001179581 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 788,518.7295 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 22, 2003 Filed Nov 14, 2003 14:45 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-03-000483 · lay315.xml · nonDerivative · entry 1 LAYTON DONALD H · CIK 0001179581 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · As Custodian For Child Disclosed balance after: 10 Read SEC document |
| July 30, 2003 Filed Jul 31, 2003 14:46 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Options (Rights to Buy) · Derivative | 120,000 | $14.38 Strike: $14.38 | $1,725,000.00 |
DisclosureSEC source: 0000019617-03-000407 · lay284.xml · derivative · entry 3 LAYTON DONALD H · CIK 0001179581 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 120,000 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 |
| July 30, 2003 Filed Jul 31, 2003 14:46 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 75,750 | $35.31 | $2,674,353.75 |
DisclosureSEC source: 0000019617-03-000407 · lay284.xml · nonDerivative · entry 2 LAYTON DONALD H · CIK 0001179581 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 658,392.7255 Read SEC document |
| July 30, 2003 Filed Jul 31, 2003 14:46 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 120,000 | $14.38 | $1,725,000.00 |
DisclosureSEC source: 0000019617-03-000407 · lay284.xml · nonDerivative · entry 1 LAYTON DONALD H · CIK 0001179581 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 734,142.7255 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.