Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMCAST CORPCMCSA · Entity 1651 | Director · Co-CEO | September 01, 2026 | September 03, 2026 |
| Versant Media Group, Inc.VSNT · Entity 3834 | President | December 06, 2025 | December 08, 2025 |
| YUM BRANDS INCYUM · Entity 3067 | Director | May 29, 2020 | June 05, 2020 |
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.
COMCAST CORP
Report date September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-09-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-01 · Other · Disposed 392,769.065 · Balance 0 F1: Each share of phantom stock represents the economic equivalent to one share of Class A common stock. Phantom shares have been deferred under our deferred compensation plans, may be transferred into alternative investments under the terms of our deferred compensation plans and settle in cash. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-09-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-01 · Other · Disposed 565,642 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F3: The reporting person had previously elected to defer receipt of shares and to notionally reinvest the deferred compensation in another investment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock represents the economic equivalent to one share of Class A common stock. Phantom shares have been deferred under our deferred compensation plans, may be transferred into alternative investments under the terms of our deferred compensation plans and settle in cash.
F2: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock.
F3: The reporting person had previously elected to defer receipt of shares and to notionally reinvest the deferred compensation in another investment plan.
Versant Media Group, Inc.
Report date December 06, 2025 · Filed December 08, 2025
This filing explicitly reported no securities owned.
YUM BRANDS INC
Report date May 29, 2020 · Filed June 05, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,000 |
Reported balance
After 2020-05-29 transaction · row 1
1 source rowRow 1 · 2020-05-29 · Gift · Disposed 1,000 · Balance 9,000 |
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 March 24, 2014 · Filed March 26, 2014
Section 16 reporting ended · disclosed 2014-03-26. 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 |
|---|---|---|---|---|---|---|
| January 13, 2011 Filed Jan 18, 2011 19:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 43,319 | $44.57 | $1,930,727.83 |
DisclosureSEC source: 0001225208-11-003238 · doc4.xml · nonDerivative · entry 2 Cavanagh Michael J · CIK 0001304481 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,638 Read SEC document |
| January 13, 2011 Filed Jan 18, 2011 19:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 51,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-003238 · doc4.xml · nonDerivative · entry 1 Cavanagh Michael J · CIK 0001304481 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,957 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 · price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. Read SEC document |
| April 15, 2010 Filed Apr 15, 2010 16:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 32,073 | $48.00 | $1,539,504.00 |
DisclosureSEC source: 0001225208-10-010378 · doc4.xml · nonDerivative · entry 2 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,358 F1 · kind: Shares sold pursuant to Rule 10b5-1 Plan dated February 11, 2010. Read SEC document |
| April 15, 2010 Filed Apr 19, 2010 11:36 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,006 | $0.00 Strike: $45.38 | $0.00 |
DisclosureSEC source: 0001225208-10-010515 · doc4.xml · derivative · entry 3 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,006 shares Expires 2010-05-01 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 · kind: Options exercised pursuant to 10b5-1 Plan dated February 11, 2010 Read SEC document |
| April 15, 2010 Filed Apr 19, 2010 11:36 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 9,729 | $47.85 | $465,484.01 |
DisclosureSEC source: 0001225208-10-010515 · doc4.xml · nonDerivative · entry 2 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,635 Read SEC document |
| April 15, 2010 Filed Apr 19, 2010 11:36 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 10,006 | $45.38 | $454,072.28 |
DisclosureSEC source: 0001225208-10-010515 · doc4.xml · nonDerivative · entry 1 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,364 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 03, 2010 Filed Feb 5, 2010 08:44 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 165,754 | $0.00 Strike: $43.20 | $0.00 |
DisclosureSEC source: 0001225208-10-003570 · doc4.xml · derivative · entry 2 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,754 Underlying: Common Stock · 165,754 shares Expires 2020-01-20 F2 · kind: See Exhibit 99.1 for description of the Firm's bonus recovery policies applicable to these awards. F4 · derivative.exercise_date: Stock appreciation rights, which have a ten-year term, become exercisable in five equal installments beginning January 20, 2011. Shares resulting from exercise must be held at least five years from the grant date. Read SEC document |
| February 03, 2010 Filed Feb 5, 2010 08:44 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 80,584 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-003570 · doc4.xml · derivative · entry 1 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,584 Underlying: Common Stock · 80,584 shares Expires 2013-01-13 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. F2 · kind: See Exhibit 99.1 for description of the Firm's bonus recovery policies applicable to these awards. F3 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2012 and 50% on January 13, 2013. Read SEC document |
| February 01, 2010 Filed Apr 15, 2010 16:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-010378 · doc4.xml · nonDerivative · entry 1 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,431 Read SEC document |
| January 25, 2010 Filed Jan 27, 2010 16:57 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 33,725 | $39.37 | $1,327,591.37 |
DisclosureSEC source: 0001225208-10-002377 · doc4.xml · nonDerivative · entry 1 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,335 Read SEC document |
| May 08, 2009 Filed May 11, 2009 15:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Option (Right to Buy) · Derivative | 99,000 | $0.00 Strike: $29.96 | $0.00 |
DisclosureSEC source: 0001225208-09-012072 · doc4.xml · derivative · entry 4 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 99,000 shares Expires 2009-08-15 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. Read SEC document |
| May 08, 2009 Filed May 11, 2009 15:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 87,734 | $37.57 | $3,296,166.38 |
DisclosureSEC source: 0001225208-09-012072 · doc4.xml · nonDerivative · entry 3 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 281,727 Read SEC document |
| May 08, 2009 Filed May 11, 2009 15:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 20,000 | $37.32 | $746,412.00 |
DisclosureSEC source: 0001225208-09-012072 · doc4.xml · nonDerivative · entry 2 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 369,461 Read SEC document |
| May 08, 2009 Filed May 11, 2009 15:17 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 99,000 | $29.96 | $2,966,040.00 |
DisclosureSEC source: 0001225208-09-012072 · doc4.xml · nonDerivative · entry 1 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 389,461 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 08, 2009 Filed May 15, 2009 15:24 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 667 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-012568 · doc4.xml · nonDerivative · entry 1 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 281,060 Read SEC document |
| February 12, 2009 Filed Mar 9, 2009 12:50 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 1,939 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-006600 · doc4.xml · nonDerivative · entry 1 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,461 Read SEC document |
| February 12, 2009 Filed Apr 15, 2010 16:14 UTC Amendment | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 2,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-010382 · doc4a.xml · nonDerivative · entry 1 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,257 Read SEC document |
| January 25, 2009 Filed Jan 27, 2009 13:58 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 23,411 | $23.20 | $543,018.15 |
DisclosureSEC source: 0001225208-09-002029 · doc4.xml · nonDerivative · entry 1 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292,400 Read SEC document |
| January 20, 2009 Filed Jan 22, 2009 20:35 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 200,000 | $0.00 Strike: $19.49 | $0.00 |
DisclosureSEC source: 0001225208-09-001848 · doc4.xml · derivative · entry 2 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2019-01-20 F3 · derivative.exercise_date: Stock Appreciation Rights, which have a ten-year term, become exercisable in five equal annual installments beginning January 20, 2010. Shares resulting from exercise must be held at least 5 years from the grant date. Read SEC document |
| January 20, 2009 Filed Jan 22, 2009 20:35 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 102,644 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-001848 · doc4.xml · derivative · entry 1 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,644 Underlying: Common Stock · 102,644 shares Expires 2012-01-25 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. F2 · derivative.exercise_date: Restricted stock units vest 50% on January 25, 2011 and 50% on January 25, 2012. Read SEC document |
| January 30, 2008 Filed Feb 1, 2008 15:12 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Option (Right to Buy) · Derivative | 10,625 | $0.00 Strike: $47.84 | $0.00 |
DisclosureSEC source: 0001225208-08-001954 · doc4.xml · derivative · entry 12 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,625 Underlying: Common Stock · 10,625 shares Expires 2012-04-16 Read SEC document |
| January 30, 2008 Filed Feb 1, 2008 15:12 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Option (Right to Buy) · Derivative | 25,771 | $0.00 Strike: $47.84 | $0.00 |
DisclosureSEC source: 0001225208-08-001954 · doc4.xml · derivative · entry 11 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,271 Underlying: Common Stock · 25,771 shares Expires 2010-05-01 Read SEC document |
| January 30, 2008 Filed Feb 1, 2008 15:12 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Option (Right to Buy) · Derivative | 28,500 | $0.00 Strike: $47.84 | $0.00 |
DisclosureSEC source: 0001225208-08-001954 · doc4.xml · derivative · entry 10 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,500 Underlying: Common Stock · 28,500 shares Expires 2010-05-01 Read SEC document |
| January 30, 2008 Filed Feb 1, 2008 15:12 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Option (Right to Buy) · Derivative | 34,804 | $0.00 Strike: $39.17 | $0.00 |
DisclosureSEC source: 0001225208-08-001954 · doc4.xml · derivative · entry 9 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 34,804 shares Expires 2010-05-01 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. Read SEC document |
| January 30, 2008 Filed Feb 1, 2008 15:12 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Option (Right to Buy) · Derivative | 13,200 | $0.00 Strike: $31.22 | $0.00 |
DisclosureSEC source: 0001225208-08-001954 · doc4.xml · derivative · entry 8 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,200 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. Read SEC document |
| January 30, 2008 Filed Feb 1, 2008 15:12 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Option (Right to Buy) · Derivative | 53,350 | $0.00 Strike: $23.11 | $0.00 |
DisclosureSEC source: 0001225208-08-001954 · doc4.xml · derivative · entry 7 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 53,350 shares Expires 2010-05-01 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. Read SEC document |
| January 30, 2008 Filed Feb 1, 2008 15:12 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 37,851 | $47.84 | $1,810,602.59 |
DisclosureSEC source: 0001225208-08-001954 · doc4.xml · nonDerivative · entry 6 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 315,811 Read SEC document |
| January 30, 2008 Filed Feb 1, 2008 15:12 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 31,261 | $47.84 | $1,495,369.94 |
DisclosureSEC source: 0001225208-08-001954 · doc4.xml · nonDerivative · entry 5 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 353,662 Read SEC document |
| January 30, 2008 Filed Feb 1, 2008 15:12 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 10,625 | $47.84 | $508,246.88 |
DisclosureSEC source: 0001225208-08-001954 · doc4.xml · nonDerivative · entry 4 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384,923 Read SEC document |
| January 30, 2008 Filed Feb 1, 2008 15:12 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 13,200 | $31.22 | $412,104.00 |
DisclosureSEC source: 0001225208-08-001954 · doc4.xml · nonDerivative · entry 3 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 395,548 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 30, 2008 Filed Feb 1, 2008 15:12 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 34,804 | $39.17 | $1,363,272.68 |
DisclosureSEC source: 0001225208-08-001954 · doc4.xml · nonDerivative · entry 2 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 382,348 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 30, 2008 Filed Feb 1, 2008 15:12 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 53,350 | $23.11 | $1,232,918.50 |
DisclosureSEC source: 0001225208-08-001954 · doc4.xml · nonDerivative · entry 1 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 347,544 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, 2008 Filed Jan 28, 2008 17:09 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 16,954 | $44.53 | $754,876.85 |
DisclosureSEC source: 0001225208-08-001618 · doc4.xml · nonDerivative · entry 1 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294,194 Read SEC document |
| January 22, 2008 Filed Jan 22, 2008 21:03 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 300,000 | $0.00 Strike: $39.83 | $0.00 |
DisclosureSEC source: 0001225208-08-001411 · doc4.xml · derivative · entry 2 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,000 Underlying: Common Stock · 300,000 shares Expires 2018-01-22 F2 · derivative.exercise_date: SARs vest and become exercisable in five equal annual installments beginning January 22, 2009. Shares resulting from exercise must be held at least until 5 years after the grant. Read SEC document |
| January 22, 2008 Filed Jan 22, 2008 21:03 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 94,151 | $39.83 | $3,750,034.33 |
DisclosureSEC source: 0001225208-08-001411 · doc4.xml · nonDerivative · entry 1 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 311,148 F1 · kind: Award of restricted stock units vests 50% on January 25, 2010 and 50% on January 25, 2011. Read SEC document |
| January 25, 2007 Filed Jan 26, 2007 15:28 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 7,160 | $50.27 | $359,933.20 |
DisclosureSEC source: 0000019617-07-000096 · cav990.xml · nonDerivative · entry 1 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,997 Read SEC document |
| January 20, 2007 Filed Jan 22, 2007 18:10 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 1,134 | $48.54 | $55,044.36 |
DisclosureSEC source: 0000019617-07-000079 · cav983.xml · nonDerivative · entry 2 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,157 Read SEC document |
| January 20, 2007 Filed Jan 22, 2007 18:10 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 3,401 | $48.54 | $165,084.54 |
DisclosureSEC source: 0000019617-07-000079 · cav983.xml · nonDerivative · entry 1 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,291 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: 0000019617-07-000054 · cav957.xml · nonDerivative · entry 1 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,692 F1 · kind: Award of restricted stock units vests 50% on January 25, 2009 and 50% on January 25, 2010. Read SEC document |
| January 16, 2007 Filed Jan 17, 2007 17:06 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 1,581 | $48.08 | $76,014.48 |
DisclosureSEC source: 0000019617-07-000017 · cav943.xml · nonDerivative · entry 1 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,515 Read SEC document |
| October 19, 2006 Filed Oct 20, 2006 15:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Rights · Derivative | 200,000 | $0.00 Strike: $46.79 | $0.00 |
DisclosureSEC source: 0000019617-06-000538 · cav907.xml · derivative · entry 1 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2016-10-19 F1 · derivative.exercise_date: SARs vest and become exercisable in three equal annual installments beginning October 19, 2009. Read SEC document |
| May 01, 2006 Filed May 3, 2006 10:56 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (Right to Buy) · Derivative | 43,542 | $0.00 Strike: $45.38 | $0.00 |
DisclosureSEC source: 0000019617-06-000334 · cav847.xml · derivative · entry 8 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,542 Underlying: Common Stock · 43,542 shares Expires 2012-04-16 Read SEC document |
| May 01, 2006 Filed May 3, 2006 10:56 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 52,800 | $0.00 Strike: $31.22 | $0.00 |
DisclosureSEC source: 0000019617-06-000334 · cav847.xml · derivative · entry 7 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,200 Underlying: Common Stock · 52,800 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 |
| May 01, 2006 Filed May 3, 2006 10:56 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantEmployee Stock Option (Right to Buy) · Derivative | 10,006 | $0.00 Strike: $45.38 | $0.00 |
DisclosureSEC source: 0000019617-06-000334 · cav847.xml · derivative · entry 6 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,006 Underlying: Common Stock · 10,006 shares Expires 2010-05-01 Read SEC document |
| May 01, 2006 Filed May 3, 2006 10:56 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 19,650 | $0.00 Strike: $23.11 | $0.00 |
DisclosureSEC source: 0000019617-06-000334 · cav847.xml · derivative · entry 5 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,350 Underlying: Common Stock · 19,650 shares Expires 2010-05-01 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. Read SEC document |
| May 01, 2006 Filed May 3, 2006 10:56 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 14,231 | $45.38 | $645,802.78 |
DisclosureSEC source: 0000019617-06-000334 · cav847.xml · nonDerivative · entry 4 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,096 Read SEC document |
| May 01, 2006 Filed May 3, 2006 10:56 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 43,542 | $45.38 | $1,975,935.96 |
DisclosureSEC source: 0000019617-06-000334 · cav847.xml · nonDerivative · entry 3 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,327 Read SEC document |
| May 01, 2006 Filed May 3, 2006 10:56 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 19,650 | $23.11 | $454,111.50 |
DisclosureSEC source: 0000019617-06-000334 · cav847.xml · nonDerivative · entry 2 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,869 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 01, 2006 Filed May 3, 2006 10:56 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 52,800 | $31.22 | $1,648,416.00 |
DisclosureSEC source: 0000019617-06-000334 · cav847.xml · nonDerivative · entry 1 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,219 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 09, 2006 Filed Feb 10, 2006 13:37 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 1,527 | $39.60 | $60,469.20 |
DisclosureSEC source: 0000019617-06-000194 · cav821.xml · nonDerivative · entry 1 Cavanagh Michael J · CIK 0001304481 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,419 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.