Key facts
- This page summarizes Mary E. Erdoes's Form 4 filing for JPMORGAN CHASE & CO (JPM).
- 3 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 28 Mar 2023, 16:17.
Mary E. Erdoes - 25 Mar 2023 Form 4 Insider Report for JPMORGAN CHASE & CO (JPM)
- Reporting relationship
- CEO Asset & Wealth Management
- Issuer ticker
- JPM
- Reported as of
- 25 Mar 2023
- Net transaction value
- -$4,997,734
- SEC form
- 4
- Accepted by SEC
- 28 Mar 2023, 16:17:35 UTC
- Prior SEC filing
- 23 Mar 2023
- Next SEC filing
- 16 May 2023
- Source filing
- View source filing
- Reporting owner signature
- /s/ Holly Youngwood under POA
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Mary E. Erdoes filed Form 4 for JPMORGAN CHASE & CO (JPM) on 28 Mar 2023.
Change
- Previous filing in this sequence was filed on 23 Mar 2023.
- Current net transaction value: -$4,997,734.
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
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
JPM
transaction
Common Stock
Options Exercise
- Transaction value
- $0
- Shares
- +72,650
- Change %
- +13%
- Price
- $0.000000
- Shares after
- 616,786
- Date
- 25 Mar 2023
- Ownership
- Direct
- Footnotes
- F1, F2
JPM
transaction
Common Stock
Tax liability
- Transaction value
- $4,997,734
- Shares
- -40,176
- Change %
- -6.5%
- Price
- $124.40
- Shares after
- 576,610
- Date
- 25 Mar 2023
- Ownership
- Direct
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
JPM
transaction
Derivative
Performance Share Units
Options Exercise
- Transaction value
- $0
- Shares
- -72,650
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 25 Mar 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 72,650
- Exercise price
- Footnotes
- F2, F3
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 3 footnotes
Footnote F1
These shares represent JPMC common stock acquired on March 25, 2023 upon settlement of a Performance Share Unit (PSU) award granted on January 21, 2020 for the three-year performance period ended December 31, 2022 (as previously disclosed on a Form 4 filed on March 23, 2023), and must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.
Footnote F2
Each PSU represents a contingent right to receive one share of JPMC common stock upon vesting based on the attainment of performance goals.
Footnote F3
Represents PSUs earned (including reinvested dividend equivalents) based on the Firm's attainment of pre-established performance goals for the three-year performance period ended December 31, 2022, as provided under the terms of a PSU award granted on January 21, 2020, and as previously reported on a Form 4 filed on March 23, 2023. The PSUs settled in shares of common stock on March 25, 2023. Shares delivered, after applicable tax withholding, must be held for an additional two-year period, for a total combined vesting and holding period of five years from the date of grant.