Erdoes Mary E. 4
4 · JPMORGAN CHASE & CO · Filed Mar 27, 2024
Insider Transaction Report
Form 4
Erdoes Mary E.
CEO Asset & Wealth Management
Transactions
- Exercise/Conversion
Common Stock
2024-03-25+71,118.815→ 641,121.815 total - Tax Payment
Common Stock
2024-03-25$195.65/sh−39,328.815$7,694,683→ 601,793 total - Exercise/Conversion
Performance Share Units
2024-03-25−71,118.815→ 0 total→ Common Stock (71,118.815 underlying)
Footnotes (3)
- [F1]These shares represent JPMC common stock acquired on March 25, 2024 upon settlement of a Performance Share Unit (PSU) award granted on January 19, 2021 for the three-year performance period ended December 31, 2023 (as previously disclosed on a Form 4 filed on March 21, 2024), 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.
- [F2]Each PSU represents a contingent right to receive one share of JPMC common stock upon vesting based on the attainment of performance goals.
- [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, 2023, as provided under the terms of a PSU award granted on January 19, 2021, and as previously reported on a Form 4 filed on March 21, 2024. The PSUs settled in shares of common stock on March 25, 2024. 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.