Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | SEVP & Head of Public Affairs | June 15, 2026 | June 17, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
WELLS FARGO & COMPANY/MN
Report date June 15, 2026 · Filed June 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 21,569.856 |
Ending reported balance
After 2026-06-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-15 · Exercise / conversion · Acquired 17,217.8038 · Balance 29,649.3493 F1: Number of shares represents a Restricted Share Right ("RSR") vesting on June 15, 2026. Original grant date was June 25, 2024. This vesting represents the remaining half of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Row 2 · 2026-06-15 · Tax withholding · Disposed 8,079.4933 · Balance 21,569.856 |
| Restricted Share RightSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-06-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-15 · Exercise / conversion · Disposed 17,217.8038 · Balance 0 F2: Each RSR represents a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock. F3: These RSRs vest in two installments: half on 6/15/2025 and half on 6/15/2026. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy. |
Filing footnotes · ownership attribution and instrument terms
F1: Number of shares represents a Restricted Share Right ("RSR") vesting on June 15, 2026. Original grant date was June 25, 2024. This vesting represents the remaining half of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs).
F2: Each RSR represents a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock.
F3: These RSRs vest in two installments: half on 6/15/2025 and half on 6/15/2026. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 15, 2026 Filed Jun 17, 2026 17:00 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 17,217.8038 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-26-000273 · form4.xml · derivative · entry 3 Rosenberg Jason M. · CIK 0002016505 · SEVP & Head of Public Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 17,217.8038 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSR represents a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock. F3 · derivative.exercise_date: These RSRs vest in two installments: half on 6/15/2025 and half on 6/15/2026. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy. F3 · derivative.expiration_date: These RSRs vest in two installments: half on 6/15/2025 and half on 6/15/2026. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy. Read SEC document |
| June 15, 2026 Filed Jun 17, 2026 17:00 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 8,079.4933 | $83.73 | $676,495.97 |
DisclosureSEC source: 0000072971-26-000273 · form4.xml · nonDerivative · entry 2 Rosenberg Jason M. · CIK 0002016505 · SEVP & Head of Public Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,569.856 Read SEC document |
| June 15, 2026 Filed Jun 17, 2026 17:00 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 17,217.8038 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-26-000273 · form4.xml · nonDerivative · entry 1 Rosenberg Jason M. · CIK 0002016505 · SEVP & Head of Public Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,649.3493 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Number of shares represents a Restricted Share Right ("RSR") vesting on June 15, 2026. Original grant date was June 25, 2024. This vesting represents the remaining half of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 22:17 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 4,265.2432 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-26-000116 · form4.xml · derivative · entry 3 Rosenberg Jason M. · CIK 0002016505 · SEVP & Head of Public Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,530.4865 Underlying: Common Stock, $1 2/3 Par Value · 4,265.2432 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSR represents a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock. F3 · derivative.exercise_date: These RSRs vest in three installments: one-third on 2/5/2026, 2/5/2027, and 2/5/2028. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy. F3 · derivative.expiration_date: These RSRs vest in three installments: one-third on 2/5/2026, 2/5/2027, and 2/5/2028. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy. Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 22:17 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 1,416.8472 | $93.14 | $131,965.15 |
DisclosureSEC source: 0000072971-26-000116 · form4.xml · nonDerivative · entry 2 Rosenberg Jason M. · CIK 0002016505 · SEVP & Head of Public Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,431.5455 Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 22:17 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 4,265.2432 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-26-000116 · form4.xml · nonDerivative · entry 1 Rosenberg Jason M. · CIK 0002016505 · SEVP & Head of Public Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,848.3927 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Number of shares represents a Restricted Share Right ("RSR") vesting on February 5, 2026. Original grant date was January 28, 2025. This vesting represents one-third of the original amount of RSRs granted (plus reinvested dividend equivalents). Read SEC document |
| January 27, 2026 Filed Jan 29, 2026 23:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 17,755 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-26-000081 · form4.xml · derivative · entry 2 Rosenberg Jason M. · CIK 0002016505 · SEVP & Head of Public Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,755 Underlying: Common Stock, $1 2/3 Par Value · 17,755 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Share Right ("RSR") represents a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock. F2 · derivative.exercise_date: These RSRs vest in three installments: one-third on 2/5/2027, 2/5/2028, and 2/5/2029. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy. F2 · derivative.expiration_date: These RSRs vest in three installments: one-third on 2/5/2027, 2/5/2028, and 2/5/2029. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy. Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 22:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 16,843.4918 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-017690 · form4.xml · derivative · entry 3 Rosenberg Jason M. · CIK 0002016505 · SEVP & Head of Public Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,842.4691 Underlying: Common Stock, $1 2/3 Par Value · 16,843.4918 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSR represents a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock. F3 · derivative.exercise_date: These RSRs vest in two installments: half on 6/15/2025 and half on 6/15/2026. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy. F3 · derivative.expiration_date: These RSRs vest in two installments: half on 6/15/2025 and half on 6/15/2026. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy. Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 22:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 7,260.3423 | $72.36 | $525,358.37 |
DisclosureSEC source: 0001127602-25-017690 · form4.xml · nonDerivative · entry 2 Rosenberg Jason M. · CIK 0002016505 · SEVP & Head of Public Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,583.1495 Read SEC document |
| June 15, 2025 Filed Jun 17, 2025 22:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 16,843.4918 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-017690 · form4.xml · nonDerivative · entry 1 Rosenberg Jason M. · CIK 0002016505 · SEVP & Head of Public Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,843.4918 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Number of shares represents a Restricted Share Right ("RSR") vesting on June 15, 2025. Original grant date was June 25, 2024. This vesting represents half of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| January 28, 2025 Filed Jan 30, 2025 22:01 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 12,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-002499 · form4.xml · derivative · entry 1 Rosenberg Jason M. · CIK 0002016505 · SEVP & Head of Public Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,528 Underlying: Common Stock, $1 2/3 Par Value · 12,528 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Share Right ("RSR") represents a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock. F2 · derivative.exercise_date: These RSRs vest in three installments: one-third on 2/5/2026, 2/5/2027, and 2/5/2028. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy. F2 · derivative.expiration_date: These RSRs vest in three installments: one-third on 2/5/2026, 2/5/2027, and 2/5/2028. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy. Read SEC document |
| June 25, 2024 Filed Jun 27, 2024 20:18 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 32,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-019328 · form4.xml · derivative · entry 1 Rosenberg Jason M. · CIK 0002016505 · SEVP & Head of Public Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,937 Underlying: Common Stock, $1 2/3 Par Value · 32,937 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Share Right ("RSR") represents a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock. F2 · derivative.exercise_date: These RSRs vest in two installments: half on 6/15/2025 and half on 6/15/2026. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy. F2 · derivative.expiration_date: These RSRs vest in two installments: half on 6/15/2025 and half on 6/15/2026. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.