Stephen J Rotella
CIK 1254767 · View on SEC EDGAR ↗
Insider
First SEC filing: Dec. 21, 2004 · Latest: Dec. 21, 2004
On this page
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 4 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
No open-market trades on record; showing all filings.
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Dec. 14, 2004 | JPM | None | — | — | — | — | — | (price as of 2026-08-20) | |
| Feb. 11, 2004 | JPM | A | 31,282 | — | — | 151,957 Direct | +25.92% | Acquired | (price as of 2026-08-20) |
| Feb. 11, 2004 | JPM | A | 93,844 | — | — | 93,844 Direct | — | Acquired | (price as of 2026-08-20) |
| Jan. 25, 2004 | JPM | F | 1,631 | $39.83 | $64,963 | 120,675 Direct | -1.33% | Disposed | 791.5% (price as of 2026-08-20) |
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 |
|---|---|---|---|---|---|---|---|
| Feb. 11, 2004 | JPM | Stock Appreciation Right | Common Stock (93,844) | $39.96 | Feb. 11, 2014 | 93,844 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).