Lori A Beer

CIK 1436677 · View on SEC EDGAR ↗

Insider

First SEC filing: Sept. 15, 2017 · Latest: Sept. 15, 2017

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Insider at

Insider transactions

0 buys (P) 4 sells (S) Net: $-3,187,825 + 84 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

84 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
May 15, 2026 JPM S 3,165 $300.05 $949,658 66,783 Direct -4.52% Disposed 18.3% (price as of 2026-08-20)
April 15, 2026 JPM S 3,166 $306.59 $970,664 69,948 Direct -4.33% Disposed 15.8% (price as of 2026-08-20)
Feb. 17, 2026 JPM S 2,047 $306.40 $627,201 60,452 Direct -3.28% Disposed 15.9% (price as of 2026-08-20)
Jan. 16, 2026 JPM S 2,047 $312.80 $640,302 62,499 Direct -3.17% Disposed 13.5% (price as of 2026-08-20)
May 16, 2025 JPM S 5,873 $267.09 $1,568,620 56,356 Direct -9.44% Disposed 32.9% (price as of 2026-08-20)
March 24, 2025 JPM S 2,052 $246.93 $506,700 50,482 Direct -3.91% Disposed 43.8% (price as of 2026-08-20)
Feb. 20, 2025 JPM S 2,053 $269.88 $554,064 52,534 Direct -3.76% Disposed 31.6% (price as of 2026-08-20)
May 20, 2024 JPM S 5,298 $200.64 $1,062,991 46,375 Direct -10.25% Disposed 77.0% (price as of 2026-08-20)
March 25, 2024 JPM S 3,920 $195.36 $765,811 64,783 Direct -5.71% Disposed 81.8% (price as of 2026-08-20)
Feb. 22, 2024 JPM S 3,920 $182.74 $716,341 44,996 Direct -8.01% Disposed 94.3% (price as of 2026-08-20)
May 15, 2023 JPM S 15,926 $135.00 $2,150,010 41,196 Direct -27.88% Disposed 163.0% (price as of 2026-08-20)
Oct. 25, 2021 JPM S 10b5-1 5,210 $171.22 $892,056 16,748 Direct -23.73% Disposed 107.4% (price as of 2026-08-20)
Oct. 14, 2021 JPM S 10b5-1 7,829 $162.46 $1,271,899 21,958 Direct -26.28% Disposed 118.6% (price as of 2026-08-20)
April 15, 2021 JPM S 10b5-1 15,000 $150.90 $2,263,500 29,787 Direct -33.49% Disposed 135.3% (price as of 2026-08-20)
July 17, 2019 JPM S 10b5-1 13,341 $114.28 $1,524,609 10,130 Direct -56.84% Disposed 210.7% (price as of 2026-08-20)
Jan. 29, 2019 JPM S 10b5-1 13,341 $105.00 $1,400,805 23,471 Direct -36.24% Disposed 238.2% (price as of 2026-08-20)

Showing latest 100 of 156 transactions

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
March 25, 2026 JPM Performance Share Units Common Stock (28,328) — — 28,328 Disposed
March 17, 2026 JPM Performance Share Units Common Stock (28,328) — — 28,328 Acquired
Jan. 20, 2026 JPM Restricted Stock Units [F1] Common Stock (12,725) — Jan. 13, 2029 12,725 Acquired
Jan. 13, 2026 JPM Restricted Stock Units Common Stock (8,816) — Jan. 13, 2026 8,816 Disposed
Jan. 13, 2026 JPM Restricted Stock Units Common Stock (8,349) — Jan. 13, 2027 8,349 Disposed
March 25, 2025 JPM Performance Share Units Common Stock (26,270) — — 26,270 Disposed
March 18, 2025 JPM Performance Share Units Common Stock (26,270) — — 26,270 Acquired
Jan. 21, 2025 JPM Restricted Stock Units [F1] Common Stock (12,029) — Jan. 13, 2028 12,029 Acquired
Jan. 13, 2025 JPM Restricted Stock Units Common Stock (8,080) — Jan. 13, 2025 8,080 Disposed
Jan. 13, 2025 JPM Restricted Stock Units Common Stock (8,815) — Jan. 13, 2026 8,815 Disposed
March 25, 2024 JPM Performance Share Units Common Stock (23,707) — — 23,707 Disposed
March 19, 2024 JPM Performance Share Units Common Stock (23,707) — — 23,707 Acquired
Jan. 16, 2024 JPM Restricted Stock Units [F1] Common Stock (16,698) — Jan. 13, 2027 16,698 Acquired
Jan. 13, 2024 JPM Restricted Stock Units Common Stock (7,271) — Jan. 13, 2024 7,271 Disposed
Jan. 13, 2024 JPM Restricted Stock Units Common Stock (8,080) — Jan. 13, 2025 8,080 Disposed
March 25, 2023 JPM Performance Share Units Common Stock (24,218) — — 24,218 Disposed
March 21, 2023 JPM Performance Share Units Common Stock (24,218) — — 24,218 Acquired
Jan. 17, 2023 JPM Restricted Stock Units [F1] Common Stock (17,631) — Jan. 13, 2026 17,631 Acquired
Jan. 13, 2023 JPM Restricted Stock Units Common Stock (7,371) — Jan. 13, 2023 7,371 Disposed
Jan. 13, 2023 JPM Restricted Stock Units Common Stock (7,271) — Jan. 13, 2024 7,271 Disposed
March 25, 2022 JPM Performance Share Units Common Stock (30,514) — — 30,514 Disposed
March 15, 2022 JPM Performance Share Units Common Stock (30,514) — — 30,514 Acquired
Jan. 18, 2022 JPM Restricted Stock Units [F1] Common Stock (16,160) — Jan. 13, 2025 16,160 Acquired
Jan. 13, 2022 JPM Restricted Stock Units Common Stock (9,326) — Jan. 13, 2022 9,326 Disposed
Jan. 13, 2022 JPM Restricted Stock Units Common Stock (7,370) — Jan. 13, 2023 7,370 Disposed
March 25, 2021 JPM Performance Share Units Common Stock (16,408) — — 16,408 Disposed
March 16, 2021 JPM Performance Share Units Common Stock (16,408) — — 16,408 Acquired
Jan. 19, 2021 JPM Restricted Stock Units [F1] Common Stock (14,542) — Jan. 13, 2024 14,542 Acquired
Jan. 13, 2021 JPM Restricted Stock Units Common Stock (5,012) — Jan. 13, 2021 5,012 Disposed
Jan. 13, 2021 JPM Restricted Stock Units Common Stock (9,325) — Jan. 13, 2022 9,325 Disposed
Oct. 25, 2020 JPM Restricted Stock Units Common Stock (11,138) — Oct. 25, 2020 11,138 Disposed
Jan. 21, 2020 JPM Restricted Stock Units [F1] Common Stock (14,741) — Jan. 13, 2023 14,741 Acquired
Jan. 13, 2020 JPM Restricted Stock Units Common Stock (11,573) — Jan. 13, 2020 11,573 Disposed
Jan. 13, 2020 JPM Restricted Stock Units Common Stock (5,011) — Jan. 13, 2021 5,011 Disposed
Oct. 25, 2019 JPM Restricted Stock Units Common Stock (11,138) — Oct. 25, 2020 11,138 Disposed
Jan. 15, 2019 JPM Restricted Stock Units [F1] Common Stock (18,651) — Jan. 13, 2022 18,651 Acquired
Jan. 13, 2019 JPM Restricted Stock Units Common Stock (9,434) — Jan. 13, 2019 9,434 Disposed
Jan. 13, 2019 JPM Restricted Stock Units Common Stock (11,573) — Jan. 13, 2020 11,573 Disposed
Oct. 25, 2018 JPM Restricted Stock Units Common Stock (11,138) — Oct. 25, 2020 11,138 Disposed
Jan. 16, 2018 JPM Restricted Stock Units [F1] Common Stock (10,023) — Jan. 13, 2021 10,023 Acquired
Jan. 13, 2018 JPM Restricted Stock Units Common Stock (9,481) — Jan. 13, 2018 9,481 Disposed
Jan. 13, 2018 JPM Restricted Stock Units Common Stock (9,434) — Jan. 13, 2019 9,434 Disposed
Oct. 25, 2017 JPM Restricted Stock Units Common Stock (11,137) — Oct. 25, 2020 11,137 Disposed
May 30, 2013 ELV Employee Stock Option (Right to Buy) Common Stock (8,224) $66.23 March 1, 2019 8,224 Disposed
May 30, 2013 ELV Employee Stock Option (Right to Buy) Common Stock (10,876) $65.98 March 1, 2018 10,876 Disposed
May 30, 2013 ELV Employee Stock Option (Right to Buy) Common Stock (35,807) $62.06 March 1, 2017 35,807 Disposed
May 30, 2013 ELV Employee Stock Option (Right to Buy) Common Stock (76,405) $30.10 March 2, 2016 76,405 Disposed
May 28, 2013 ELV Employee Stock Option (Right to Buy) Common Stock (15,880) $30.10 March 2, 2016 15,880 Disposed
May 28, 2013 ELV Employee Stock Option (Right to Buy) Common Stock (15,779) $52.27 Sept. 2, 2015 15,779 Disposed
May 28, 2013 ELV Employee Stock Option (Right to Buy) Common Stock (20,386) $70.80 March 3, 2015 20,386 Disposed
May 28, 2013 ELV Employee Stock Option (Right to Buy) Common Stock (1,687) $63.36 April 4, 2015 1,687 Disposed
May 28, 2013 ELV Employee Stock Option (Right to Buy) Common Stock (2,000) $44.18 May 17, 2014 2,000 Disposed
March 1, 2013 ELV Stock Option (Right to Buy) Common Stock (27,873) $61.88 March 1, 2020 27,873 Acquired
March 1, 2012 ELV Employee Stock Option (Right to Buy) Common Stock (24,674) $66.23 March 1, 2019 24,674 Acquired
March 1, 2011 ELV Employee Stock Option (Right to Buy) Common Stock (16,315) $65.98 March 1, 2018 16,315 Acquired
March 1, 2010 ELV Employee Stock Option (Right to Buy) Common Stock (35,807) $62.06 March 1, 2017 35,807 Acquired
March 2, 2009 ELV Employee Stock Option (Right to Buy) Common Stock (92,285) $30.10 March 2, 2016 92,285 Acquired
Sept. 2, 2008 ELV Employee Stock Option (Right to Buy) Common Stock (15,779) $52.27 Sept. 2, 2015 15,779 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 11 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
Sept. 15, 2017 JPM Common Stock 5,517 Direct
Sept. 15, 2017 JPM Restricted Stock Units→ Common Stock (9,481) 9,481 Direct
Sept. 15, 2017 JPM Restricted Stock Units→ Common Stock (18,868) 18,868 Direct
Sept. 15, 2017 JPM Restricted Stock Units→ Common Stock (23,146) 23,146 Direct
Sept. 15, 2017 JPM Restricted Stock Units→ Common Stock (44,551) 44,551 Direct
June 6, 2008 ELV Common Stock 3,868 Direct
June 6, 2008 ELV Employee Stock Option (Right to Buy)→ Common Stock (2,000) 2,000 Direct
June 6, 2008 ELV Employee Stock Option (Right to Buy)→ Common Stock (1,687) 1,687 Direct
June 6, 2008 ELV Employee Stock Option (Right to Buy)→ Common Stock (8,667) 8,667 Direct
June 6, 2008 ELV Employee Stock Option (Right to Buy)→ Common Stock (17,333) 17,333 Direct
June 6, 2008 ELV Employee Stock Option (Right to Buy)→ Common Stock (20,386) 20,386 Direct

Compensation (DEF 14A)

Matched by name from proxy statements (DEF 14A) — verify against the filing.

ELV

Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2010 $519,231 $0 — — $671,429 $1,936 $110,901 $4,468,861

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.