4//SEC Filing
Lake Marianne 4
Accession 0001225208-25-003708
CIK 0000019617other
Filed
Mar 26, 8:00 PM ET
Accepted
Mar 27, 4:52 PM ET
Size
11.2 KB
Accession
0001225208-25-003708
Insider Transaction Report
Form 4
Lake Marianne
CEO CCB
Transactions
- Exercise/Conversion
Common Stock
2025-03-25+50,150.941→ 166,990.941 total - Exercise/Conversion
Performance Share Units
2025-03-25−50,150.941→ 0 total→ Common Stock (50,150.941 underlying) - Tax Payment
Common Stock
2025-03-25$249.72/sh−25,602.941$6,393,628→ 141,388 total
Holdings
- 77,964(indirect: By GRATs)
Common Stock
- 34,693(indirect: By Trust)
Common Stock
Footnotes (4)
- [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]Balance reflect a) 8,146 shares transferred from a Grantor Retained Annuity Trust ("GRAT") to the Grantor on February 10, 2025; b) 13,100 shares transferred from a GRAT to the Grantor on February 13, 2025; and c) 15,065 shares transferred from a GRAT to the Grantor's Family Trust on February 14, 2025. These transactions are exempt from Section 16(b) pursuant to Rule 16a-13.
- [F4]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.
Documents
Issuer
JPMORGAN CHASE & CO
CIK 0000019617
Entity typeother
Related Parties
1- filerCIK 0001566079
Filing Metadata
- Form type
- 4
- Filed
- Mar 26, 8:00 PM ET
- Accepted
- Mar 27, 4:52 PM ET
- Size
- 11.2 KB