Lake Marianne — SEC Form 4 filings

SEC reporting owner CIK 1566079. 22 Form 4 filings on record with FilingPulse; latest filed 2026-07-08.

Transaction summary — filings shown

Covers all 22 filings on record, filed 2024-01-16 to 2026-07-08. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.

By issuer — same filings

Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.

IssuerRole (as filed)FilingsPurchases (P)Sales (S)Other legs
JPMORGAN CHASE & CO (JPM)CEO CCB2210 legs · 62,060 sh · $15,727,17130

Form 4 filings — Lake Marianne

FiledFormIssuerReported transactionsSource
2026-07-084JPMORGAN CHASE & CO (JPM)Holdings only — no transactions reportedEDGAR
2026-05-154JPMORGAN CHASE & CO (JPM)Sale (S): 6,427 @ $298.36EDGAR
2026-04-154JPMORGAN CHASE & CO (JPM)Sale (S): 6,427 @ $306.57EDGAR
2026-03-274JPMORGAN CHASE & CO (JPM)Option exercise (M): 57,514.74 @ $0 · Tax withholding (F): 31,805.74 @ $295.04 · Option exercise (M): 57,514.74 (derivative) @ $0EDGAR
2026-03-194JPMORGAN CHASE & CO (JPM)Grant/award (A): 57,514.74 (derivative) @ $0EDGAR
2026-02-174JPMORGAN CHASE & CO (JPM)Sale (S): 3,907 @ $306.41EDGAR
2026-01-224JPMORGAN CHASE & CO (JPM)Grant/award (A): 21,534 (derivative) @ $0EDGAR
2026-01-164JPMORGAN CHASE & CO (JPM)Sale (S): 3,908 @ $312.78EDGAR
2026-01-154JPMORGAN CHASE & CO (JPM)Option exercise (M): 17,898 @ $0 · Option exercise (M): 16,020 @ $0 · Tax withholding (F): 18,287 @ $318.71 · Option exercise (M): 17,898 (derivative) @ $0 · Option exercise (M): 16,020 (derivative) @ $0EDGAR
2025-05-164JPMORGAN CHASE & CO (JPM)Sale (S): 12,274 @ $267.08EDGAR
2025-03-274JPMORGAN CHASE & CO (JPM)Option exercise (M): 50,150.94 @ $0 · Tax withholding (F): 25,602.94 @ $249.72 · Option exercise (M): 50,150.94 (derivative) @ $0EDGAR
2025-03-204JPMORGAN CHASE & CO (JPM)Grant/award (A): 50,150.94 (derivative) @ $0EDGAR
2025-02-194JPMORGAN CHASE & CO (JPM)Sale (S): 4,232 @ $278.36EDGAR
2025-01-234JPMORGAN CHASE & CO (JPM)Grant/award (A): 23,485 (derivative) @ $0EDGAR
2025-01-164JPMORGAN CHASE & CO (JPM)Sale (S): 4,233 @ $254.00EDGAR
2025-01-154JPMORGAN CHASE & CO (JPM)Option exercise (M): 17,898 @ $0 · Option exercise (M): 15,426 @ $0 · Tax withholding (F): 16,393 @ $241.77 · Option exercise (M): 15,426 (derivative) @ $0 · Option exercise (M): 17,898 (derivative) @ $0EDGAR
2024-05-144JPMORGAN CHASE & CO (JPM)Sale (S): 11,734 @ $200.02EDGAR
2024-03-274JPMORGAN CHASE & CO (JPM)Option exercise (M): 52,504.41 @ $0 · Tax withholding (F): 29,035.41 @ $195.65 · Option exercise (M): 52,504.41 (derivative) @ $0EDGAR
2024-03-214JPMORGAN CHASE & CO (JPM)Grant/award (A): 52,504.41 (derivative) @ $0EDGAR
2024-02-164JPMORGAN CHASE & CO (JPM)Sale (S): 4,459 @ $178.97EDGAR
2024-01-184JPMORGAN CHASE & CO (JPM)Grant/award (A): 32,041 (derivative) @ $0EDGAR
2024-01-164JPMORGAN CHASE & CO (JPM)Option exercise (M): 16,103 @ $0 · Option exercise (M): 15,425 @ $0 · Tax withholding (F): 16,585 @ $172.60 · Sale (S): 4,459 @ $166.72 · Option exercise (M): 16,103 (derivative) @ $0 · Option exercise (M): 15,425 (derivative) @ $0EDGAR

FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.

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