Mary E. Erdoes
CIK 1473446 · CEO Asset & Wealth Management · last filed 2026-06-26
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
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Disclosed Exposure
$18.58M
Companies
2
Total Filings
112
Lifetime Open-Market Net
-$75.61M
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Recent Filings · Page 2 of 12
112 filingsInsider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-01-16 | JPM | Notice (144) | −5,732 | -$1.79M | EDGAR |
| 2026-01-16 | VYLD | Sell (S) | −5,732 | -$1.79M | EDGAR |
| 2026-01-15 | VYLD | Mixed | +22,926 | -$8.67M | EDGAR |
| 2025-11-06 | VYLD | Gift (G) | −6,468 | $0 | EDGAR |
| 2025-05-13 | JPM | Notice (144) | −14,055 | -$3.69M | EDGAR |
| 2025-05-13 | VYLD | Sell (S) | −14,055 | -$3.69M | EDGAR |
| 2025-03-27 | VYLD | Mixed | +28,111 | -$8.68M | EDGAR |
| 2025-03-20 | JPM | Mixed | −51,000 | -$51.0K | EDGAR |
| 2025-02-19 | JPM | Sell (S) | −5,277 | -$1.47M | EDGAR |
| 2025-02-18 | JPM | Notice (144) | −5,277 | -$1.47M | EDGAR |
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.