Mary E. Erdoes - 06 May 2021 Form 4 Insider Report for JPMORGAN CHASE & CO (JPM)

Reporting relationship: CEO Asset & Wealth Management
Issuer ticker: JPM
Reported as of: 06 May 2021
Net transaction value: -$6,290,423
SEC form: 4
Accepted by SEC: 07 May 2021, 16:34:24 UTC
Next SEC filing: 14 Jul 2021
Source filing: View source filing
Reporting owner signature: /s/ David K.F. Gillis under POA

Key filing fact

Mary E. Erdoes filed Form 4 for JPMORGAN CHASE & CO (JPM) on 07 May 2021.

Key facts

This page summarizes Mary E. Erdoes's Form 4 filing for JPMORGAN CHASE & CO (JPM).
4 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 07 May 2021, 16:34.

Change

No earlier filing in this sequence is available for direct comparison.
Current net transaction value: -$6,290,423.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

JPM transaction

Common Stock

Options Exercise

Transaction value: $4,897,561
Shares: +105,143
Change %: +21%
Price: $46.58
Shares after: 606,314
Date: 06 May 2021
Ownership: Direct

JPM transaction

Common Stock

Tax liability

Transaction value: $11,187,984
Shares: -70,368
Change %: -12%
Price: $158.99
Shares after: 535,946
Date: 06 May 2021
Ownership: Direct

JPM transaction

Common Stock

Gift

Transaction value: $0
Shares: -6,370
Change %: -1.2%
Price: $0.000000
Shares after: 529,576
Date: 06 May 2021
Ownership: Direct

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

JPM transaction Derivative

Stock Appreciation Rights

Options Exercise

Transaction value: $0
Shares: -105,143
Change %: -100%
Price: $0.000000^*
Shares after: 0
Date: 06 May 2021
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 105,143
Exercise price: $46.58
Footnotes: F1

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 1 footnote

Footnote F1

Stock appreciation rights, which have a ten-year term, become exercisable in five equal installments beginning January 17, 2014. Shares resulting from exercise must be held at least five years from the grant date.