Beer Lori A 4

Accession 0001225208-26-000729

CIK 0000019617other

Filed

Jan 21, 7:00 PM ET

Accepted

Jan 22, 4:20 PM ET

Size

6.5 KB

Accession

0001225208-26-000729

AI-generated summary of this filing

Updated Jan 22, 2026

JPMorgan CIO Lori Beer Receives RSU Award (12,725 shares)

What Happened

Lori A. Beer, Chief Information Officer of JPMorgan Chase & Co. (JPM), was granted 12,725 Restricted Stock Units (RSUs) on 2026-01-20. The award is reported as a derivative grant (Form 4 code "A") with a reported price of $0.00 per unit (standard for RSU grants). This is an equity award rather than a purchase or sale.

Key Details

Transaction date reported: 2026-01-20 (Period of Report); Form 4 filed: 2026-01-22.
Grant: 12,725 RSUs; reported price: $0.00 per unit (award/derivative).
Vesting: 50% on January 13, 2028 and 50% on January 13, 2029 (per footnote F4).
Additional plan terms: RSUs equal a contingent right to one share each (F2); these RSUs represent 50% of Ms. Beer’s 2025 equity incentive mix, with the other 50% awarded as PSUs (F1).
Governance and clawback: Awards are subject to JPMorgan Chase Bonus Recoupment Policy and additional recapture/protection-based vesting provisions for senior executives (F3).
Shares owned after the transaction: not specified in the provided filing excerpt.
Timeliness: Form was filed two days after the transaction date and appears to be timely.

Context

RSUs are a deferred equity award that convert to shares (subject to vesting and conditions); they are not an open‑market purchase or sale and do not by themselves signal a buy/sell decision. The award is subject to standard recoupment and committee ratification provisions for certain senior executive awards.

Form 4

Period: 2026-01-20

Chief Information Officer

Transactions

Award
Restricted Stock Units
[F1][F2][F3][F4]
2026-01-20+12,725→ 12,725 total
Exp: 2029-01-13→ Common Stock (12,725 underlying)

Footnotes (4)

[F1]Consistent with last year, Restricted Stock Units (RSUs) represent 50% of the Reporting Person's equity-based incentive compensation for performance year 2025, with the remaining 50% awarded in the form of Performance Share Units (PSUs).
[F2]Each RSU represents a contingent right to receive one share of JPMC common stock.
[F3]Equity incentives are subject to the JPMorgan Chase Bonus Recoupment Policy which applies in the event of a material restatement of the Firm's financial statements. In addition, all equity awards granted in 2026 contain recapture provisions that enable the Firm to cancel outstanding awards and/or recover the value of certain stock distributed under the award in specified circumstances. In addition to recapture provisions, portions of equity awards granted to Operating Committee members are also subject to additional Protection-Based Vesting provisions under which awards may be cancelled, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors.
[F4]RSUs vest 50% on January 13, 2028 and 50% on January 13, 2029.

Signature

/s/ Holly Youngwood under POA|2026-01-22

1 file

JPMORGAN CHASE & CO

CIK 0000019617

Entity typeother