Marianne Lake

CIK 1566079 · View on SEC EDGAR ↗

Insider

First SEC filing: Jan. 9, 2013 · Latest: Jan. 9, 2013

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Insider at

Insider transactions

0 buys (P) 4 sells (S) Net: $-6,307,373 + 83 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

83 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
May 15, 2026 JPM S 6,427 $298.36 $1,917,560 76,402 Indirect -7.76% Disposed 19.1% (price as of 2026-08-21)
April 15, 2026 JPM S 6,427 $306.57 $1,970,325 130,872 Indirect -4.68% Disposed 15.9% (price as of 2026-08-21)
Feb. 17, 2026 JPM S 3,907 $306.41 $1,197,144 137,299 Indirect -2.77% Disposed 16.0% (price as of 2026-08-21)
Jan. 16, 2026 JPM S 3,908 $312.78 $1,222,344 121,035 Indirect -3.13% Disposed 13.6% (price as of 2026-08-21)
May 16, 2025 JPM S 12,274 $267.08 $3,278,140 63,404 Direct -16.22% Disposed 33.1% (price as of 2026-08-21)
Feb. 18, 2025 JPM S 4,232 $278.36 $1,178,020 114,275 Indirect -3.57% Disposed 27.7% (price as of 2026-08-21)
Jan. 16, 2025 JPM S 4,233 $254.00 $1,075,182 118,507 Indirect -3.45% Disposed 39.9% (price as of 2026-08-21)
May 14, 2024 JPM S 11,734 $200.02 $2,347,035 122,740 Indirect -8.73% Disposed 77.7% (price as of 2026-08-21)
Feb. 16, 2024 JPM S 4,459 $178.97 $798,027 71,347 Direct -5.88% Disposed 98.6% (price as of 2026-08-21)
Jan. 16, 2024 JPM S 4,459 $166.72 $743,404 64,996 Direct -6.42% Disposed 113.2% (price as of 2026-08-21)
Dec. 12, 2023 JPM S 32,243 $160.00 $5,158,880 131,962 Indirect -19.64% Disposed 122.1% (price as of 2026-08-21)
Jan. 17, 2023 JPM S 10b5-1 10,000 $141.00 $1,410,000 86,864 Direct -10.32% Disposed 152.0% (price as of 2026-08-21)
April 15, 2021 JPM S 10b5-1 13,047 $150.90 $1,968,792 103,897 Direct -11.16% Disposed 135.5% (price as of 2026-08-21)
Jan. 19, 2021 JPM S 10b5-1 9,481 $138.75 $1,315,489 81,665 Direct -10.40% Disposed 156.1% (price as of 2026-08-21)
Nov. 24, 2020 JPM S 10b5-1 15,808 $120.01 $1,897,118 63,420 Indirect -19.95% Disposed 196.1% (price as of 2026-08-21)
Jan. 15, 2020 JPM S 10b5-1 9,415 $137.10 $1,290,796 49,980 Direct -15.85% Disposed 159.2% (price as of 2026-08-21)
April 15, 2019 JPM S 10b5-1 115,415 $109.75 $12,666,796 46,120 Direct -71.45% Disposed 223.8% (price as of 2026-08-21)

Showing latest 100 of 174 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 (57,515) — — 57,515 Disposed
March 17, 2026 JPM Performance Share Units Common Stock (57,515) — — 57,515 Acquired
Jan. 20, 2026 JPM Restricted Stock Units [F1] Common Stock (21,534) — Jan. 13, 2029 21,534 Acquired
Jan. 13, 2026 JPM Restricted Stock Units Common Stock (17,898) — Jan. 13, 2026 17,898 Disposed
Jan. 13, 2026 JPM Restricted Stock Units Common Stock (16,020) — Jan. 13, 2027 16,020 Disposed
March 25, 2025 JPM Performance Share Units Common Stock (50,151) — — 50,151 Disposed
March 18, 2025 JPM Performance Share Units Common Stock (50,151) — — 50,151 Acquired
Jan. 21, 2025 JPM Restricted Stock Units [F1] Common Stock (23,485) — Jan. 13, 2028 23,485 Acquired
Jan. 13, 2025 JPM Restricted Stock Units Common Stock (15,426) — Jan. 13, 2025 15,426 Disposed
Jan. 13, 2025 JPM Restricted Stock Units Common Stock (17,898) — Jan. 13, 2026 17,898 Disposed
March 25, 2024 JPM Performance Share Units Common Stock (52,504) — — 52,504 Disposed
March 19, 2024 JPM Performance Share Units Common Stock (52,504) — — 52,504 Acquired
Jan. 16, 2024 JPM Restricted Stock Units [F1] Common Stock (32,041) — Jan. 13, 2027 32,041 Acquired
Jan. 13, 2024 JPM Restricted Stock Units Common Stock (16,103) — Jan. 13, 2024 16,103 Disposed
Jan. 13, 2024 JPM Restricted Stock Units Common Stock (15,425) — Jan. 13, 2025 15,425 Disposed
March 25, 2023 JPM Performance Share Units Common Stock (52,380) — — 52,380 Disposed
March 21, 2023 JPM Performance Share Units Common Stock (52,380) — — 52,380 Acquired
Jan. 17, 2023 JPM Restricted Stock Units [F1] Common Stock (35,796) — Jan. 13, 2026 35,796 Acquired
Jan. 13, 2023 JPM Restricted Stock Units Common Stock (15,942) — Jan. 13, 2023 15,942 Disposed
Jan. 13, 2023 JPM Restricted Stock Units Common Stock (16,103) — Jan. 13, 2024 16,103 Disposed
March 25, 2022 JPM Performance Share Units Common Stock (69,571) — — 69,571 Disposed
March 15, 2022 JPM Performance Share Units Common Stock (69,571) — — 69,571 Acquired
Jan. 18, 2022 JPM Restricted Stock Units [F1] Common Stock (30,851) — Jan. 13, 2025 30,851 Acquired
Jan. 13, 2022 JPM Restricted Stock Units Common Stock (21,262) — Jan. 13, 2022 21,262 Disposed
Jan. 13, 2022 JPM Restricted Stock Units Common Stock (15,941) — Jan. 13, 2023 15,941 Disposed
March 25, 2021 JPM Performance Share Units Common Stock (55,784) — — 55,784 Disposed
March 16, 2021 JPM Performance Share Units Common Stock (55,784) — — 55,784 Acquired
Jan. 19, 2021 JPM Restricted Stock Units [F2] Common Stock (32,206) — Jan. 13, 2024 32,206 Acquired
Jan. 13, 2021 JPM Restricted Stock Units Common Stock (17,038) — Jan. 13, 2021 17,038 Disposed
Jan. 13, 2021 JPM Restricted Stock Units Common Stock (21,261) — Jan. 13, 2022 21,261 Disposed
March 25, 2020 JPM Performance Share Units Common Stock (67,588) — — 67,588 Disposed
March 17, 2020 JPM Performance Share Units Common Stock (67,588) — — 67,588 Acquired
Jan. 21, 2020 JPM Restricted Stock Units [F1] Common Stock (31,883) — Jan. 13, 2023 31,883 Acquired
Jan. 13, 2020 JPM Restricted Stock Units Common Stock (20,920) — Jan. 13, 2020 20,920 Disposed
Jan. 13, 2020 JPM Restricted Stock Units Common Stock (17,038) — Jan. 13, 2021 17,038 Disposed
March 25, 2019 JPM Performance Share Units Common Stock (86,715) — — 86,715 Disposed
March 19, 2019 JPM Performance Share Units Common Stock (86,715) — — 86,715 Acquired
Feb. 20, 2019 JPM Stock Appreciation Rights Common Stock (341,842) $46.58 Jan. 17, 2023 341,842 Disposed
Jan. 15, 2019 JPM Restricted Stock Units [F1] Common Stock (42,523) — Jan. 13, 2022 42,523 Acquired
Jan. 13, 2019 JPM Restricted Stock Units Common Stock (26,861) — Jan. 13, 2019 26,861 Disposed
Jan. 13, 2019 JPM Restricted Stock Units Common Stock (20,920) — Jan. 13, 2020 20,920 Disposed
Jan. 16, 2018 JPM Restricted Stock Units [F1] Common Stock (34,076) — Jan. 13, 2021 34,076 Acquired
Jan. 13, 2018 JPM Restricted Stock Units Common Stock (49,637) — Jan. 13, 2018 49,637 Disposed
Jan. 13, 2018 JPM Restricted Stock Units Common Stock (26,861) — Jan. 13, 2019 26,861 Disposed
May 5, 2017 JPM Stock Appreciation Rights Common Stock (67,492) $35.61 Jan. 18, 2022 67,492 Disposed
Jan. 17, 2017 JPM Restricted Stock Units [F2] Common Stock (41,840) — Jan. 13, 2020 41,840 Acquired
Jan. 13, 2017 JPM Restricted Stock Units Common Stock (49,636) — Jan. 13, 2018 49,636 Disposed
Jan. 13, 2017 JPM Restricted Stock Units Common Stock (40,173) — Jan. 13, 2017 40,173 Disposed
July 21, 2016 JPM Stock Appreciation Rights Common Stock (40,000) $43.20 Jan. 20, 2020 40,000 Disposed
July 21, 2016 JPM Stock Appreciation Rights Common Stock (10,000) $19.49 Jan. 20, 2019 10,000 Disposed
July 21, 2016 JPM Stock Appreciation Rights Common Stock (39,000) $44.29 Jan. 19, 2021 39,000 Disposed
Jan. 19, 2016 JPM Restricted Stock Units [F1] Common Stock (53,722) — Jan. 13, 2019 53,722 Acquired
Jan. 13, 2016 JPM Restricted Stock Units Common Stock (40,173) — Jan. 13, 2017 40,173 Disposed
Jan. 13, 2016 JPM Restricted Stock Units Common Stock (11,164) — Jan. 13, 2016 11,164 Disposed
Jan. 20, 2015 JPM Restricted Stock Units Common Stock (99,273) — Jan. 13, 2018 99,273 Acquired
Jan. 13, 2015 JPM Restricted Stock Units Common Stock (11,164) — Jan. 13, 2016 11,164 Disposed
Jan. 13, 2015 JPM Restricted Stock Units Common Stock (8,988) — Jan. 13, 2015 8,988 Disposed
Jan. 22, 2014 JPM Restricted Stock Units Common Stock (80,346) — Jan. 13, 2017 80,346 Acquired
Jan. 13, 2014 JPM Restricted Stock Units Common Stock (8,988) — Jan. 13, 2015 8,988 Disposed
Jan. 13, 2014 JPM Restricted Stock Units Common Stock (8,130) — Jan. 13, 2014 8,130 Disposed
July 23, 2013 JPM Stock Appreciation Rights Common Stock (25,000) $46.79 Oct. 19, 2016 25,000 Disposed
July 23, 2013 JPM Stock Appreciation Rights Common Stock (25,000) $45.79 Oct. 18, 2017 25,000 Disposed
July 23, 2013 JPM Stock Appreciation Rights Common Stock (60,000) $43.20 Jan. 20, 2020 60,000 Disposed
July 23, 2013 JPM Stock Appreciation Rights Common Stock (40,000) $19.49 Jan. 20, 2019 40,000 Disposed
July 23, 2013 JPM Stock Appreciation Rights Common Stock (26,000) $44.29 Jan. 19, 2021 26,000 Disposed
July 23, 2013 JPM Stock Appreciation Rights Common Stock (16,873) $35.61 Jan. 18, 2022 16,873 Disposed
July 16, 2013 JPM Stock Appreciation Rights Common Stock (9,160) $39.96 Feb. 11, 2014 9,160 Disposed
Jan. 17, 2013 JPM Stock Appreciation Rights Common Stock (341,842) $46.58 Jan. 17, 2023 341,842 Acquired
Jan. 17, 2013 JPM Restricted Stock Units Common Stock (22,328) — Jan. 13, 2016 22,328 Acquired
Jan. 13, 2013 JPM Restricted Stock Units Common Stock (8,129) — Jan. 13, 2014 8,129 Disposed
Jan. 13, 2013 JPM Restricted Stock Units Common Stock (7,062) — Jan. 13, 2013 7,062 Disposed

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
Jan. 9, 2013 JPM Common Stock 743 Direct
Jan. 9, 2013 JPM Restricted Stock Units→ Common Stock (7,062) 7,062 Direct
Jan. 9, 2013 JPM Restricted Stock Units→ Common Stock (16,259) 16,259 Direct
Jan. 9, 2013 JPM Restricted Stock Units→ Common Stock (17,976) 17,976 Direct
Jan. 9, 2013 JPM Stock Appreciation Rights→ Common Stock (50,000) 50,000 Direct
Jan. 9, 2013 JPM Stock Appreciation Rights→ Common Stock (84,365) 84,365 Direct
Jan. 9, 2013 JPM Stock Appreciation Rights→ Common Stock (9,160) 9,160 Direct
Jan. 9, 2013 JPM Stock Appreciation Rights→ Common Stock (100,000) 100,000 Direct
Jan. 9, 2013 JPM Stock Appreciation Rights→ Common Stock (65,000) 65,000 Direct
Jan. 9, 2013 JPM Stock Appreciation Rights→ Common Stock (25,000) 25,000 Direct
Jan. 9, 2013 JPM Stock Appreciation Rights→ Common Stock (25,000) 25,000 Direct

Compensation (DEF 14A)

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

JPM

CCBFormer Co-CEO CCB
Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2023 — — — — — — — —
2022 — — — — — — — —
2019 $750,000 $5,840,000 $8,550,000 — — — $58,165 $15,198,165

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