Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | JPM | Common Stock | Gift | $0 | +9.55K | +6.66% | $0.00 | 153K | May 14, 2021 | By LLC | F1, F2 |
transaction | JPM | Common Stock | Gift | $0 | -9.55K | -100% | $0.00* | 0 | May 12, 2021 | By Spouse's GRATs | F1, F3 |
holding | JPM | Common Stock | 350K | May 12, 2021 | Direct | F4 | |||||
holding | JPM | Common Stock | 8.11K | May 12, 2021 | By 401(k) | ||||||
holding | JPM | Common Stock | 2.1M | May 12, 2021 | By Family Trusts | F5 | |||||
holding | JPM | Common Stock | 4.83M | May 12, 2021 | By GRATs | F6 | |||||
holding | JPM | Common Stock | 872K | May 12, 2021 | By Spouse | F7 |
Id | Content |
---|---|
F1 | Upon termination of a Grantor Retained Annuity Trust, 9,552 shares were transferred to beneficiaries on May 12, 2021. A total of 9,552 shares were transferred from beneficiaries to Insider's Family LLC on May 14, 2021. |
F2 | Reporting person disclaims beneficial ownership of such shares except to the extent of any pecuniary interest. |
F3 | Balance reflects a) 180,887 shares transferred from a Grantor Retained Annuity Trust to the Grantor on May 3, 2021. This transfer is exempt from Section 16 pursuant to Rule 16a-13. |
F4 | Balance reflects a) 62,896 shares transferred from a Grantor Retained Annuity Trust (GRAT) to the Grantor on May 6, 2021, pursuant to an agreement entered into on February 11, 2021, under the terms of the GRAT; b) 729,529 shares transferred from a GRAT to the Grantor on May 10, 2021; c) 443,888 shares from a GRAT to the Grantor on May 12, 2021; and d) 1,506,744 shares transferred from the Grantor for funding of a GRAT on May 14, 2021. These transfers are exempt from Section 16 pursuant to Rule 16a-13. |
F5 | Balance reflects 70,605 shares transferred from a Grantor Annuity Retained Trust to the Grantor's Family Trust on May 11, 2021. This transfer is exempt from Section 16 pursuant to Rule 16a-13. |
F6 | Balance reflects a) 62,896 shares transferred from a Grantor Retained Annuity Trust (GRAT) to the Grantor on May 6, 2021, pursuant to an agreement entered into on February 11, 2021, under the terms of the GRAT; b) 729,529 shares transferred from a GRAT to the Grantor on May 10, 2021; c) 70,605 from a GRAT to the Grantor's Family Trust on May 11, 2021; d) 443,888 shares from a GRAT to the Grantor on May 12, 2021; and e) 1,506,744 shares transferred from the Grantor for funding of a GRAT on May 14, 2021. These transfers are exempt from Section 16 pursuant to Rule 16a-13. |
F7 | Balance reflects 180,887 shares transferred from a Grantor Annuity Retained Trust to the Grantor on May 3, 2021. This transfer is exempt from Section 16 pursuant to Rule 16a-13. |
poadimon.txt