Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | JPM | Common Stock | Gift | $0 | +353 | +0.92% | $0.00 | 38.9K | Feb 8, 2024 | Direct | F1 |
transaction | JPM | Common Stock | Gift | $0 | -353 | -3.58% | $0.00 | 9.52K | Feb 8, 2024 | By Spouse's GRAT | F2 |
holding | JPM | Common Stock | 9.52K | Feb 8, 2024 | By GRAT | F3 |
Id | Content |
---|---|
F1 | Balance reflects (a) 353 shares transferred from Spouse's Grantor Retained Annuity Trust and (b) 353 shares from Grantor Retained Annuity Trust to the Grantor on February 8, 2024. These transfers are exempt from Section 16 pursuant to Rule 16a-13. |
F2 | Balance reflects 353 shares transferred from Spouse's Grantor Retained Annuity Trust to the Grantor on February 8, 2024. This transfer is exempt from Section 16 pursuant to Rule 16a-13. |
F3 | Balance reflects 353 shares transferred from Grantor Retained Annuity Trust to the Grantor on February 8, 2024. This transfer is exempt from Section 16 pursuant to Rule 16a-13. |