Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | JPM | Common Stock | Gift | $0 | +188 | +0.37% | $0.00 | 51.6K | Feb 10, 2025 | Direct | F1 |
transaction | JPM | Common Stock | Gift | $0 | -188 | -1.97% | $0.00 | 9.33K | Feb 10, 2025 | By Spouse's GRAT | F2 |
holding | JPM | Common Stock | 9.33K | Feb 10, 2025 | By GRAT | F3 |
Id | Content |
---|---|
F1 | Balance reflects (a) 188 shares transferred from Spouse's Grantor Retained Annuity Trust and (b) 188 shares from Grantor Retained Annuity Trust to the Grantor on February 10, 2025. These transfers are exempt from Section 16 pursuant to Rule 16a-13. |
F2 | Balance reflects 188 shares transferred from Spouse's Grantor Retained Annuity Trust to the Grantor on February 10, 2025. This transfer is exempt from Section 16 pursuant to Rule 16a-13. |
F3 | Balance reflects 188 shares transferred from Grantor Retained Annuity Trust to the Grantor on February 10, 2025. This transfer is exempt from Section 16 pursuant to Rule 16a-13. |