JPMorgan (NYSE: JPM) HR head logs exempt 132-share stock transfer
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
JPMorgan Chase executive Robin Leopold, Head of Human Resources, reported exempt internal transfers of company stock involving family trusts. On February 3, 2026, Form 4 shows two transactions coded "G" for 132 shares of JPMorgan Chase common stock at $0.0000 per share, reflecting non-sale trust movements.
After these transfers, Leopold beneficially owned 65,785 shares directly and 9,201 shares indirectly through grantor retained annuity trusts, including a spouse’s GRAT. The filing notes these transfers are exempt from Section 16 under Rule 16a-13, indicating no open-market buying or selling.
Positive
- None.
Negative
- None.
Insider Trade Summary
264 shares gifted
Mixed
3 txns
Insider
Leopold Robin
Role
Head of Human Resources
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock | 132 | $0.00 | -- |
| Gift | Common Stock | 132 | $0.00 | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 65,785 shares (Direct);
Common Stock — 9,201 shares (Indirect, By Spouse's GRAT)
Footnotes (1)
- Balance reflects (a) 132 shares transferred from Spouse's Grantor Retained Annuity Trust and (b) 132 shares from Grantor Retained Annuity Trust to the Grantor on February 3, 2026. These transfers are exempt from Section 16 pursuant to Rule 16a-13. Balance reflects 132 shares transferred from Spouse's Grantor Retained Annuity Trust to the Grantor on February 3, 2026. This transfer is exempt from Section 16 pursuant to Rule 16a-13. Balance reflects 132 shares transferred from Grantor Retained Annuity Trust to the Grantor on February 3, 2026. This transfer is exempt from Section 16 pursuant to Rule 16a-13.
FAQ
What insider transaction did JPM (JPMorgan Chase) report for Robin Leopold?
Robin Leopold reported exempt internal transfers of 132 JPMorgan Chase common shares between family grantor retained annuity trusts and the grantor. These movements were coded "G" on Form 4 and did not involve open‑market buying or selling activity.
What does transaction code "G" mean in the JPM Form 4 for Robin Leopold?
Transaction code "G" on Robin Leopold’s Form 4 indicates a transfer of shares, not a market purchase or sale. Here, 132 JPMorgan Chase shares moved between family grantor retained annuity trusts and the grantor, with no price paid and Rule 16a‑13 exemption.
Are Robin Leopold’s JPMorgan Chase stock transfers taxable insider sales?
The filing characterizes the movements as transfers exempt from Section 16 under Rule 16a‑13, not open‑market sales. Shares moved between grantor retained annuity trusts and the grantor at $0.0000 per share, which typically reflects internal estate or trust structuring.
How are Robin Leopold’s indirect JPM holdings structured according to the Form 4?
The Form 4 shows 9,201 JPMorgan Chase shares held indirectly through grantor retained annuity trusts, including a spouse’s GRAT. These holdings are reported as indirect beneficial ownership, distinguishing them from Leopold’s directly held 65,785 JPM shares.