Erdoes Mary E. 4
4 · JPMORGAN CHASE & CO · Filed Mar 27, 2025
Insider Transaction Report
Form 4
Erdoes Mary E.
CEO Asset & Wealth Management
Transactions
- Exercise/Conversion
Common Stock
2025-03-25+62,888.031→ 657,242.031 total - Tax Payment
Common Stock
2025-03-25$249.72/sh−34,777.031$8,684,604→ 622,465 total - Exercise/Conversion
Performance Share Units
2025-03-25−62,888.031→ 0 total→ Common Stock (62,888.031 underlying)
Footnotes (3)
- [F1]These shares represent JPM common stock acquired on March 25, 2025 upon settlement of a Performance Share Unit (PSU) award granted on January 18, 2022 for the three-year performance period ended December 31, 2024 (as previously disclosed on a Form 4 filed on March 20, 2025), 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, as provided under the terms of the PSU award.
- [F2]Each PSU represents a contingent right to receive one share of JPM 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, 2024, as provided under the terms of a PSU award granted on January 18, 2022, and as previously reported on a Form 4 filed on March 20, 2025. The PSUs settled in shares of common stock on March 25, 2025. 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.