Beer Lori A's Form 4 filing
JPMorgan Chase & Co (JPM) · filed Mar 27, 2024
- Accession no.
- 0001225208-24-004562
- Filed
- Mar 27, 2024
- Trade date
- Mar 25, 2024
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Checked
This filing lists 3 non-derivative transactions and 1 derivative transaction. Open-market sales total $765.8K. It was filed 2 days after the trade.
Reporting owners
A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.
| Owner | Relationship to the company |
|---|---|
| Beer Lori ACIK 0001436677 | Officer (Chief Information Officer) |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Mar 25, 2024 | Common Stock | MOption exerciseAcquired | +23,707.36 | $0.00F2 | $0 | 68,703.36 | Direct | |
| Mar 25, 2024 | Common Stock | SSaleDisposed | −3,920 | $195.36 | −$765,811.2 | 64,783.36 | Direct | |
| Mar 25, 2024 | Common Stock | FTax withholdingDisposed | −13,110.36 | $195.65 | −$2,565,041.93 | 51,673 | Direct |
Derivative securities (Table II)
Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.
| Trade date | Security | Transaction | Underlying shares | Unit price | Value | Held after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Mar 25, 2024 | Common Stock | MOption exerciseDisposed | −23,707.36 | $0.00 | $0 | 0 | Direct |
Footnotes and remarks
Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.
- F2
Each PSU represents a contingent right to receive one share of JPMC common stock upon vesting based on the attainment of performance goals.
Referenced by the price of 1 transaction in Table I.