Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bank of New York Mellon CorpBK · Entity 2899 | Director · Chairman & CEO | February 15, 2019 | February 20, 2019 |
| MICROSOFT CORPMSFT · Entity 1016 | Director | September 05, 2026 | September 08, 2026 |
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | Director · Chairman and CEO | March 05, 2026 | March 09, 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.
Bank of New York Mellon Corp
Report date February 15, 2019 · Filed February 20, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 304,118 |
Reported balance
After 2019-02-15 transaction · row 1
1 source rowRow 1 · 2019-02-15 · Sale · Disposed 4,674 · Balance 304,118 F1: Shares withheld in payment of tax liability incident to vesting of previously disclosed Restricted Stock Unit awards. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 525 |
Reported balance
Holding disclosure · report date 2019-02-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 525 F2: These shares are held in a trust for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trust. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld in payment of tax liability incident to vesting of previously disclosed Restricted Stock Unit awards.
F2: These shares are held in a trust for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trust. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.
MICROSOFT CORP
Report date September 05, 2026 · Filed September 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 45,166 |
Reported balance
After 2026-09-05 transaction · row 1
1 source rowRow 1 · 2026-09-05 · Grant · Acquired 125 · Balance 45,166 F1: Represents stock award which is fully vested on the date of grant. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 525 |
Reported balance
Holding disclosure · report date 2026-09-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 525 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents stock award which is fully vested on the date of grant.
WELLS FARGO & COMPANY/MN
Report date March 05, 2026 · Filed March 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 1,498,288.353 |
Reported balance
After 2026-03-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-05 · Exercise / conversion · Acquired 379,767.3882 · Balance 1,498,288.353 F1: These shares represent common stock of Wells Fargo & Company (the "Company") acquired on March 5, 2026 upon settlement of a Performance Share award granted on January 24, 2023 for the three-year performance period ended December 31, 2025, as previously disclosed on a Form 4 filed on February 27, 2026 (including reinvested dividend equivalents). F2: Includes shares acquired under a dividend reinvestment program since the reporting person's most recent filing on Form 4. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 1,288,276.973 |
Reported balance
After 2026-03-05 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-03-05 · Tax withholding · Disposed 210,011.38 · Balance 1,288,276.973 |
| 2023 Performance SharesSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-05 · Exercise / conversion · Disposed 379,767.3882 · Balance 0 F4: Each Performance Share represents a contingent right to receive one share of Company common stock. F5: Represents the number of 2023 Performance Shares (including reinvested dividend equivalents) determined based on financial performance for the three-year performance period ended December 31, 2025 pursuant to the terms and conditions of a Performance Share award granted on January 24, 2023, which is exempt under Rule 16b-3(d). 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. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough 401(k) Plan | 418.97 |
Reported balance
Holding disclosure · report date 2026-03-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 418.97 F3: Reflects share equivalent of units in the Wells Fargo ESOP Fund under the 401(k) Plan (the "Plan") as of February 27, 2026, as if investable cash equivalents held by the Plan were fully invested in Company common stock. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough Trust | 103 |
Reported balance
Holding disclosure · report date 2026-03-05 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 103 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent common stock of Wells Fargo & Company (the "Company") acquired on March 5, 2026 upon settlement of a Performance Share award granted on January 24, 2023 for the three-year performance period ended December 31, 2025, as previously disclosed on a Form 4 filed on February 27, 2026 (including reinvested dividend equivalents).
F2: Includes shares acquired under a dividend reinvestment program since the reporting person's most recent filing on Form 4.
F3: Reflects share equivalent of units in the Wells Fargo ESOP Fund under the 401(k) Plan (the "Plan") as of February 27, 2026, as if investable cash equivalents held by the Plan were fully invested in Company common stock.
F4: Each Performance Share represents a contingent right to receive one share of Company common stock.
F5: Represents the number of 2023 Performance Shares (including reinvested dividend equivalents) determined based on financial performance for the three-year performance period ended December 31, 2025 pursuant to the terms and conditions of a Performance Share award granted on January 24, 2023, which is exempt under Rule 16b-3(d). 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.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
JPMORGAN CHASE & CO
Report date June 14, 2011 · Filed June 16, 2011
Section 16 reporting ended · disclosed 2011-06-16. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
VISA INC.
Report date November 30, 2016 · Filed December 02, 2016
Section 16 reporting ended · disclosed 2016-12-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 272,940 |
Ending reported balance
After 2016-11-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-11-30 · Exercise / conversion · Acquired 93,850 · Balance 321,912 F1: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. Row 2 · 2016-11-30 · Tax withholding · Disposed 48,972 · Balance 272,940 |
| Performance Share AwardSEC Table II · derivative / convertible security | Direct | 93,850 |
Reported balance
After 2016-11-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2016-11-30 · Grant · Acquired 93,850 · Balance 93,850 F1: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. F2: Represents performance share units earned pursuant to the November 19, 2013 award under the Visa Inc. 2007 Equity Incentive Compensation Plan. The number of performance shares earned was determined on the basis of the applicable 3-year performance period. |
| Performance Share AwardSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2016-11-30 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2016-11-30 · Exercise / conversion · Disposed 93,850 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. F2: Represents performance share units earned pursuant to the November 19, 2013 award under the Visa Inc. 2007 Equity Incentive Compensation Plan. The number of performance shares earned was determined on the basis of the applicable 3-year performance period. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value.
F2: Represents performance share units earned pursuant to the November 19, 2013 award under the Visa Inc. 2007 Equity Incentive Compensation Plan. The number of performance shares earned was determined on the basis of the applicable 3-year performance period.
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 |
|---|---|---|---|---|---|---|
| September 05, 2026 Filed Sep 8, 2026 22:06 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 125 | $0.00 | $0.00 |
DisclosureSEC source: 0000789019-26-000184 · form4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,166 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| June 05, 2026 Filed Jun 9, 2026 22:04 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 149 | $0.00 | $0.00 |
DisclosureSEC source: 0000789019-26-000104 · form4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,041 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 20:49 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversion2023 Performance Shares · Derivative | 379,767.3882 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-26-000183 · form4.xml · derivative · entry 5 SCHARF CHARLES W · CIK 0001195358 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 379,767.3882 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. F4 · derivative.exercise_price: Each Performance Share represents a contingent right to receive one share of Company common stock. F5 · derivative.exercise_date: Represents the number of 2023 Performance Shares (including reinvested dividend equivalents) determined based on financial performance for the three-year performance period ended December 31, 2025 pursuant to the terms and conditions of a Performance Share award granted on January 24, 2023, which is exempt under Rule 16b-3(d). 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. F5 · derivative.expiration_date: Represents the number of 2023 Performance Shares (including reinvested dividend equivalents) determined based on financial performance for the three-year performance period ended December 31, 2025 pursuant to the terms and conditions of a Performance Share award granted on January 24, 2023, which is exempt under Rule 16b-3(d). 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 |
| March 05, 2026 Filed Mar 9, 2026 20:49 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 210,011.38 | $83.93 | $17,626,255.12 |
DisclosureSEC source: 0000072971-26-000183 · form4.xml · nonDerivative · entry 2 SCHARF CHARLES W · CIK 0001195358 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,288,276.973 Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 20:49 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 379,767.3882 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-26-000183 · form4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,498,288.353 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: These shares represent common stock of Wells Fargo & Company (the "Company") acquired on March 5, 2026 upon settlement of a Performance Share award granted on January 24, 2023 for the three-year performance period ended December 31, 2025, as previously disclosed on a Form 4 filed on February 27, 2026 (including reinvested dividend equivalents). F2 · balance_after: Includes shares acquired under a dividend reinvestment program since the reporting person's most recent filing on Form 4. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 21:58 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Grant2023 Performance Shares · Derivative | 377,680.7542 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-26-000161 · form4.xml · derivative · entry 4 SCHARF CHARLES W · CIK 0001195358 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 377,680.7542 Underlying: Common Stock, $1 2/3 Par Value · 377,680.7542 shares Expires not disclosed F2 · derivative.exercise_price: Each Performance Share represents a contingent right to receive one share of Company common stock. F3 · derivative.exercise_date: Represents the number of 2023 Performance Shares (including reinvested dividend equivalents) determined based on financial performance for the three-year performance period ended December 31, 2025 pursuant to the terms and conditions of a Performance Share award granted on January 24, 2023, which is exempt under Rule 16b-3(d). 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: Represents the number of 2023 Performance Shares (including reinvested dividend equivalents) determined based on financial performance for the three-year performance period ended December 31, 2025 pursuant to the terms and conditions of a Performance Share award granted on January 24, 2023, which is exempt under Rule 16b-3(d). 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 22:23 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 31,766.0884 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-26-000120 · form4.xml · derivative · entry 11 SCHARF CHARLES W · CIK 0001195358 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,532.1559 Underlying: Common Stock, $1 2/3 Par Value · 31,766.0884 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. F5 · derivative.exercise_price: Each RSR represents a contingent right to receive one share of Company common stock. F8 · 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. F8 · 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 22:23 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 49,396.6478 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-26-000120 · form4.xml · derivative · entry 10 SCHARF CHARLES W · CIK 0001195358 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,396.6477 Underlying: Common Stock, $1 2/3 Par Value · 49,396.6478 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. F5 · derivative.exercise_price: Each RSR represents a contingent right to receive one share of Company common stock. F7 · derivative.exercise_date: These RSRs vest in three installments: one-third on 2/5/2025, 2/5/2026, and 2/5/2027. 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. F7 · derivative.expiration_date: These RSRs vest in three installments: one-third on 2/5/2025, 2/5/2026, and 2/5/2027. 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 22:23 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 47,075.399 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-26-000120 · form4.xml · derivative · entry 9 SCHARF CHARLES W · CIK 0001195358 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 47,075.399 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. F5 · derivative.exercise_price: Each RSR represents a contingent right to receive one share of Company common stock. F6 · derivative.exercise_date: These RSRs vest in three installments: one-third on 2/5/2024, 2/5/2025, and 2/5/2026. 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. F6 · derivative.expiration_date: These RSRs vest in three installments: one-third on 2/5/2024, 2/5/2025, and 2/5/2026. 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 |
| February 05, 2026 Filed Feb 9, 2026 22:23 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 16,820.1439 | $93.14 | $1,566,628.20 |
DisclosureSEC source: 0000072971-26-000120 · form4.xml · nonDerivative · entry 6 SCHARF CHARLES W · CIK 0001195358 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,118,180.6898 Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 22:23 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 31,766.0884 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-26-000120 · form4.xml · nonDerivative · entry 5 SCHARF CHARLES W · CIK 0001195358 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,135,000.8337 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. F3 · shares: Number of shares represents a 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 |
| February 05, 2026 Filed Feb 9, 2026 22:23 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 26,155.525 | $93.14 | $2,436,125.60 |
DisclosureSEC source: 0000072971-26-000120 · form4.xml · nonDerivative · entry 4 SCHARF CHARLES W · CIK 0001195358 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,103,234.7453 Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 22:23 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 49,396.6478 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-26-000120 · form4.xml · nonDerivative · entry 3 SCHARF CHARLES W · CIK 0001195358 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,129,390.2703 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 · shares: Number of shares represents a RSR vesting on February 5, 2026. Original grant date was January 23, 2024. This vesting represents one-third of the original amount of RSRs granted (plus reinvested dividend equivalents). Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 22:23 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 23,315.9448 | $93.14 | $2,171,647.10 |
DisclosureSEC source: 0000072971-26-000120 · form4.xml · nonDerivative · entry 2 SCHARF CHARLES W · CIK 0001195358 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,079,993.6225 Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 22:23 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 47,075.399 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-26-000120 · form4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,103,309.5673 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 24, 2023. This vesting represents one-third of the original amount of RSRs granted (plus reinvested dividend equivalents). Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 23:05 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 145 | $0.00 | $0.00 |
DisclosureSEC source: 0000789019-26-000021 · form4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,892 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| January 27, 2026 Filed Jan 29, 2026 23:14 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 110,966 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-26-000087 · form4.xml · derivative · entry 4 SCHARF CHARLES W · CIK 0001195358 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,966 Underlying: Common Stock, $1 2/3 Par Value · 110,966 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Share Right ("RSR") represents a contingent right to receive one share of Company common stock. F3 · 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. F3 · 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 |
| December 05, 2025 Filed Dec 10, 2025 02:17 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 3,553.0572 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-25-000287 · form4.xml · derivative · entry 5 SCHARF CHARLES W · CIK 0001195358 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,298.2443 Underlying: Common Stock, $1 2/3 Par Value · 3,553.0572 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. F4 · derivative.exercise_price: Each Restricted Share Right ("RSR") represents a contingent right to receive one share of Company common stock. F5 · shares: 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. The vesting amount and number of derivative securities in column 5 reflect the withholding of RSRs for payment of FICA taxes. F5 · 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. The vesting amount and number of derivative securities in column 5 reflect the withholding of RSRs for payment of FICA taxes. F5 · 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. The vesting amount and number of derivative securities in column 5 reflect the withholding of RSRs for payment of FICA taxes. Read SEC document |
| December 05, 2025 Filed Dec 10, 2025 02:17 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 3,553.0572 | $90.21 | $320,521.29 |
DisclosureSEC source: 0000072971-25-000287 · form4.xml · nonDerivative · entry 2 SCHARF CHARLES W · CIK 0001195358 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,056,234.1683 F2 · shares: Represents the withholding of shares by Wells Fargo & Company (the "Company") to satisfy FICA taxes arising from the reporting person becoming retirement eligible. Read SEC document |
| December 05, 2025 Filed Dec 10, 2025 02:17 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 3,553.0572 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-25-000287 · form4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,059,787.2255 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 · balance_after: Includes shares acquired under a dividend reinvestment program since the reporting person's most recent filing on Form 4. Read SEC document |
| December 04, 2025 Filed Dec 5, 2025 23:03 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 130 | $0.00 | $0.00 |
DisclosureSEC source: 0000789019-25-000105 · form4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,747 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| September 10, 2025 Filed Sep 12, 2025 22:10 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 125 | $0.00 | $0.00 |
DisclosureSEC source: 0000789019-25-000041 · form4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,617 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| July 29, 2025 Filed Jul 31, 2025 22:36 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantStock Option (right to buy) · Derivative | 1,046,000 | $0.00 Strike: $82.65 | $0.00 |
DisclosureSEC source: 0000072971-25-000195 · form4.xml · derivative · entry 5 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,046,000 Underlying: Common Stock, $1 2/3 Par Value · 1,046,000 shares Expires 2035-07-29 F5 · derivative.exercise_date: These Stock Options vest and become exercisable in three installments: one-third on 07/31/2029, 07/31/2030, and 07/31/2031. 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 |
| July 29, 2025 Filed Jul 31, 2025 22:36 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 362,977 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-25-000195 · form4.xml · derivative · entry 4 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 362,977 Underlying: Common Stock, $1 2/3 Par Value · 362,977 shares Expires not disclosed F3 · derivative.exercise_price: Each Restricted Share Right ("RSR") represents a contingent right to receive one share of Company common stock. F4 · derivative.exercise_date: These RSRs vest in three installments: one-third on 07/31/2029, 07/31/2030, and 07/31/2031. 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. F4 · derivative.expiration_date: These RSRs vest in three installments: one-third on 07/31/2029, 07/31/2030, and 07/31/2031. 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 10, 2025 Filed Jun 11, 2025 22:08 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 132 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-011458 · form4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,492 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 22:57 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversion2022 Performance Shares · Derivative | 306,903.2261 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008781 · form4.xml · derivative · entry 5 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 306,903.2261 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. F4 · derivative.exercise_price: Each Performance Share represents a contingent right to receive one share of Company common stock upon vesting. F5 · derivative.exercise_date: Represents the number of 2022 Performance Shares (including reinvested dividend equivalents) determined based on financial performance for the three-year performance period ended December 31, 2024 pursuant to the terms and conditions of a Performance Share award granted on January 25, 2022, which is exempt under Rule 16b-3(d). 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. F5 · derivative.expiration_date: Represents the number of 2022 Performance Shares (including reinvested dividend equivalents) determined based on financial performance for the three-year performance period ended December 31, 2024 pursuant to the terms and conditions of a Performance Share award granted on January 25, 2022, which is exempt under Rule 16b-3(d). 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 |
| March 05, 2025 Filed Mar 7, 2025 22:57 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 169,717.5003 | $73.30 | $12,440,292.77 |
DisclosureSEC source: 0001127602-25-008781 · form4.xml · nonDerivative · entry 2 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,056,234.1656 Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 22:57 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 306,903.2261 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008781 · form4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,225,951.6659 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: These shares represent common stock of Wells Fargo & Company (the "Company") acquired on March 5, 2025 upon settlement of a Performance Share award granted on January 25, 2022 for the three-year performance period ended December 31, 2024, as previously disclosed on a Form 4 filed on February 26, 2025 (including reinvested dividend equivalents). F2 · balance_after: Includes shares acquired under a dividend reinvestment program since the reporting person's most recent filing on Form 4. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 22:18 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Grant2022 Performance Shares · Derivative | 305,343.7585 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-006903 · form4.xml · derivative · entry 4 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 305,343.7585 Underlying: Common Stock, $1 2/3 Par Value · 305,343.7585 shares Expires not disclosed F2 · derivative.exercise_price: Each Performance Share represents a contingent right to receive one share of Company common stock upon vesting. F3 · derivative.exercise_date: Represents the number of 2022 Performance Shares (including reinvested dividend equivalents) determined based on financial performance for the three-year performance period ended December 31, 2024 pursuant to the terms and conditions of a Performance Share award granted on January 25, 2022, which is exempt under Rule 16b-3(d). 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: Represents the number of 2022 Performance Shares (including reinvested dividend equivalents) determined based on financial performance for the three-year performance period ended December 31, 2024 pursuant to the terms and conditions of a Performance Share award granted on January 25, 2022, which is exempt under Rule 16b-3(d). 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, 2025 Filed Feb 7, 2025 23:03 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 43,272.8927 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-003638 · form4.xml · derivative · entry 11 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,726.2077 Underlying: Common Stock, $1 2/3 Par Value · 43,272.8927 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. F5 · derivative.exercise_price: Each RSR represents a contingent right to receive one share of Company common stock. F8 · derivative.exercise_date: These RSRs vest in three installments: one-third on 2/5/2025, 2/5/2026, and 2/5/2027. 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. F8 · derivative.expiration_date: These RSRs vest in three installments: one-third on 2/5/2025, 2/5/2026, and 2/5/2027. 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, 2025 Filed Feb 7, 2025 23:03 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 42,951.9308 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-003638 · form4.xml · derivative · entry 10 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,090.4233 Underlying: Common Stock, $1 2/3 Par Value · 42,951.9308 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. F5 · derivative.exercise_price: Each RSR represents a contingent right to receive one share of Company common stock. F7 · derivative.exercise_date: These RSRs vest in three installments: one-third on 2/5/2024, 2/5/2025, and 2/5/2026. 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. F7 · derivative.expiration_date: These RSRs vest in three installments: one-third on 2/5/2024, 2/5/2025, and 2/5/2026. 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 |
| February 05, 2025 Filed Feb 7, 2025 23:03 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 37,845.0504 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-003638 · form4.xml · derivative · entry 9 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 37,845.0504 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. F5 · derivative.exercise_price: Each RSR represents a contingent right to receive one share of Company common stock. F6 · derivative.exercise_date: These RSRs vest in three installments: one-third on 2/5/2023, 2/5/2024, and 2/5/2025. 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. F6 · derivative.expiration_date: These RSRs vest in three installments: one-third on 2/5/2023, 2/5/2024, and 2/5/2025. 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, 2025 Filed Feb 7, 2025 23:03 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 22,912.9966 | $79.47 | $1,820,895.84 |
DisclosureSEC source: 0001127602-25-003638 · form4.xml · nonDerivative · entry 6 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 918,719.7833 Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 23:03 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 43,272.8927 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-003638 · form4.xml · nonDerivative · entry 5 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 941,632.7799 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. F3 · shares: Number of shares represents a RSR vesting on February 5, 2025. Original grant date was January 23, 2024. This vesting represents one-third of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 23:03 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 22,743.0473 | $79.47 | $1,807,389.97 |
DisclosureSEC source: 0001127602-25-003638 · form4.xml · nonDerivative · entry 4 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 898,359.8872 Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 23:03 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 42,951.9308 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-003638 · form4.xml · nonDerivative · entry 3 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 921,102.9345 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 · shares: Number of shares represents a RSR vesting on February 5, 2025. Original grant date was January 24, 2023. This vesting represents one-third of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 23:03 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 18,151.4495 | $79.47 | $1,442,495.69 |
DisclosureSEC source: 0001127602-25-003638 · form4.xml · nonDerivative · entry 2 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 878,151.0037 Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 23:03 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 37,845.0504 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-003638 · form4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 896,302.4532 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, 2025. Original grant date was January 25, 2022. This vesting represents one-third of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| January 31, 2025 Filed Feb 3, 2025 23:06 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 151 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-001525 · form4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,360 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| January 28, 2025 Filed Jan 30, 2025 22:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 96,783 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-002504 · form4.xml · derivative · entry 4 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,783 Underlying: Common Stock, $1 2/3 Par Value · 96,783 shares Expires not disclosed F3 · derivative.exercise_price: Each Restricted Share Right ("RSR") represents a contingent right to receive one share of Company common stock. F4 · 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. F4 · 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 |
| December 09, 2024 Filed Dec 10, 2024 23:18 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 132 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-020395 · form4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,209 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| December 09, 2024 Filed Dec 12, 2024 00:49 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 5,090.2112 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-029180 · form4.xml · derivative · entry 11 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,999.1004 Underlying: Common Stock, $1 2/3 Par Value · 5,090.2112 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. F3 · derivative.exercise_price: Each Restricted Share Right ("RSR") represents a contingent right to receive one share of Company common stock. F6 · shares: These RSRs vest in three installments: one-third on 2/5/2025, 2/5/2026, and 2/5/2027. 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. The vesting amounts and number of derivative securities in column 5 reflect the withholding of RSRs for payment of FICA taxes. F6 · derivative.exercise_date: These RSRs vest in three installments: one-third on 2/5/2025, 2/5/2026, and 2/5/2027. 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. The vesting amounts and number of derivative securities in column 5 reflect the withholding of RSRs for payment of FICA taxes. F6 · derivative.expiration_date: These RSRs vest in three installments: one-third on 2/5/2025, 2/5/2026, and 2/5/2027. 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. The vesting amounts and number of derivative securities in column 5 reflect the withholding of RSRs for payment of FICA taxes. Read SEC document |
| December 09, 2024 Filed Dec 12, 2024 00:49 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 3,138.4927 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-029180 · form4.xml · derivative · entry 10 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,042.3541 Underlying: Common Stock, $1 2/3 Par Value · 3,138.4927 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. F3 · derivative.exercise_price: Each Restricted Share Right ("RSR") represents a contingent right to receive one share of Company common stock. F5 · shares: These RSRs vest in three installments: one-third on 2/5/2024, 2/5/2025, and 2/5/2026. 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. The vesting amounts and number of derivative securities in column 5 reflect the withholding of RSRs for payment of FICA taxes. F5 · derivative.exercise_date: These RSRs vest in three installments: one-third on 2/5/2024, 2/5/2025, and 2/5/2026. 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. The vesting amounts and number of derivative securities in column 5 reflect the withholding of RSRs for payment of FICA taxes. F5 · derivative.expiration_date: These RSRs vest in three installments: one-third on 2/5/2024, 2/5/2025, and 2/5/2026. 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. The vesting amounts and number of derivative securities in column 5 reflect the withholding of RSRs for payment of FICA taxes. Read SEC document |
| December 09, 2024 Filed Dec 12, 2024 00:49 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 1,301.6129 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-029180 · form4.xml · derivative · entry 9 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,845.0504 Underlying: Common Stock, $1 2/3 Par Value · 1,301.6129 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. F3 · derivative.exercise_price: Each Restricted Share Right ("RSR") represents a contingent right to receive one share of Company common stock. F4 · shares: These RSRs vest in three installments: one-third on 2/5/2023, 2/5/2024, and 2/5/2025. 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. The vesting amounts and number of derivative securities in column 5 reflect the withholding of RSRs for payment of FICA taxes. F4 · derivative.exercise_date: These RSRs vest in three installments: one-third on 2/5/2023, 2/5/2024, and 2/5/2025. 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. The vesting amounts and number of derivative securities in column 5 reflect the withholding of RSRs for payment of FICA taxes. F4 · derivative.expiration_date: These RSRs vest in three installments: one-third on 2/5/2023, 2/5/2024, and 2/5/2025. 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. The vesting amounts and number of derivative securities in column 5 reflect the withholding of RSRs for payment of FICA taxes. Read SEC document |
| December 09, 2024 Filed Dec 12, 2024 00:49 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 5,090.2112 | $72.62 | $369,651.14 |
DisclosureSEC source: 0001127602-24-029180 · form4.xml · nonDerivative · entry 6 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 858,451.5817 F1 · shares: Represents the withholding of shares by Wells Fargo & Company (the "Company") to satisfy FICA taxes arising from the Reporting Person becoming retirement eligible. Read SEC document |
| December 09, 2024 Filed Dec 12, 2024 00:49 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 5,090.2112 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-029180 · form4.xml · nonDerivative · entry 5 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 863,541.7929 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. Read SEC document |
| December 09, 2024 Filed Dec 12, 2024 00:49 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 3,138.4927 | $72.62 | $227,917.34 |
DisclosureSEC source: 0001127602-24-029180 · form4.xml · nonDerivative · entry 4 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 858,451.5817 F1 · shares: Represents the withholding of shares by Wells Fargo & Company (the "Company") to satisfy FICA taxes arising from the Reporting Person becoming retirement eligible. Read SEC document |
| December 09, 2024 Filed Dec 12, 2024 00:49 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 3,138.4927 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-029180 · form4.xml · nonDerivative · entry 3 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 861,590.0744 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. Read SEC document |
| December 09, 2024 Filed Dec 12, 2024 00:49 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 1,301.6129 | $72.62 | $94,523.13 |
DisclosureSEC source: 0001127602-24-029180 · form4.xml · nonDerivative · entry 2 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 858,451.5817 F1 · shares: Represents the withholding of shares by Wells Fargo & Company (the "Company") to satisfy FICA taxes arising from the Reporting Person becoming retirement eligible. Read SEC document |
| December 09, 2024 Filed Dec 12, 2024 00:49 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 1,301.6129 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-029180 · form4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 859,753.1946 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. 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.