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 |
|---|---|---|---|---|---|---|
| October 21, 2024 Filed Oct 23, 2024 21:16 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 130,491.3493 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-025885 · 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 · 130,491.3493 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 RSR represents a contingent right to receive one share of Company common stock. F5 · derivative.exercise_date: These RSRs vest in five installments: one-fifth on 10/21/2020, 10/21/2021, 10/21/2022, 10/21/2023, and 10/21/2024. 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: These RSRs vest in five installments: one-fifth on 10/21/2020, 10/21/2021, 10/21/2022, 10/21/2023, and 10/21/2024. 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 |
| October 21, 2024 Filed Oct 23, 2024 21:16 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 72,161.7157 | $64.02 | $4,619,793.04 |
DisclosureSEC source: 0001127602-24-025885 · 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 Read SEC document |
| October 21, 2024 Filed Oct 23, 2024 21:16 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 130,491.3493 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-025885 · form4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 930,613.2974 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 October 21, 2024. Original grant date was October 21, 2019. This vesting represents one-fifth of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). F2 · balance_after: Includes 454.0838 shares acquired through Wells Fargo & Company's (the "Company") dividend reinvestment plan on 3/7/2024. Read SEC document |
| September 06, 2024 Filed Sep 9, 2024 22:20 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 146 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-016344 · form4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,077 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| June 07, 2024 Filed Jun 7, 2024 23:50 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 138 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-012241 · form4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,931 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| March 05, 2024 Filed Mar 8, 2024 01:19 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversion2021 Performance Shares · Derivative | 316,864.261 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-028309 · ownership.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 · 316,864.261 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 Performance Share represents a contingent right to receive one share of Company common stock upon vesting. F4 · derivative.exercise_date: Represents the number of 2021 Performance Shares determined based on financial performance for the three-year performance period ended December 31, 2023 pursuant to the terms and conditions of a Performance Share award granted on January 26, 2021, plus dividend equivalents invested in additional Performance Shares, 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. F4 · derivative.expiration_date: Represents the number of 2021 Performance Shares determined based on financial performance for the three-year performance period ended December 31, 2023 pursuant to the terms and conditions of a Performance Share award granted on January 26, 2021, plus dividend equivalents invested in additional Performance Shares, 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, 2024 Filed Mar 8, 2024 01:19 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 175,225.9362 | $56.60 | $9,917,787.99 |
DisclosureSEC source: 0000950170-24-028309 · ownership.xml · nonDerivative · entry 2 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 799,667.8643 Read SEC document |
| March 05, 2024 Filed Mar 8, 2024 01:19 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 316,864.261 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-028309 · ownership.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 974,893.8005 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, 2024 upon settlement of a Performance Share award granted on January 26, 2021 for the three-year performance period ended December 31, 2023 (as previously disclosed on a Form 4 filed on February 29, 2024), plus dividend equivalents invested in additional Performance Shares. Read SEC document |
| February 27, 2024 Filed Mar 1, 2024 01:34 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Grant2021 Performance Shares · Derivative | 314,862.7722 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-023477 · ownership.xml · derivative · entry 4 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 314,862.7722 Underlying: Common Stock, $1 2/3 Par Value · 314,862.7722 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 2021 Performance Shares determined based on financial performance for the three-year performance period ended December 31, 2023 pursuant to the terms and conditions of a Performance Share award granted on January 26, 2021, 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 2021 Performance Shares determined based on financial performance for the three-year performance period ended December 31, 2023 pursuant to the terms and conditions of a Performance Share award granted on January 26, 2021, 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, 2024 Filed Feb 8, 2024 00:28 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 44,988.7248 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-003833 · form4.xml · derivative · entry 11 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,975.3884 Underlying: Common Stock, $1 2/3 Par Value · 44,988.7248 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 2/5/2024, 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. F8 · 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, 2024 Filed Feb 8, 2024 00:28 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 38,210.0662 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-003833 · form4.xml · derivative · entry 10 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,210.0659 Underlying: Common Stock, $1 2/3 Par Value · 38,210.0662 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 2/5/2023, 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. F7 · 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, 2024 Filed Feb 8, 2024 00:28 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 76,608.5902 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-003833 · 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 · 76,608.5902 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 2/5/2022, 2/5/2023, and 2/5/2024. 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 2/5/2022, 2/5/2023, and 2/5/2024. 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, 2024 Filed Feb 8, 2024 00:28 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 24,878.7647 | $48.70 | $1,211,595.84 |
DisclosureSEC source: 0001127602-24-003833 · form4.xml · nonDerivative · entry 8 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 658,029.5395 Read SEC document |
| February 05, 2024 Filed Feb 8, 2024 00:28 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 44,988.7248 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-003833 · form4.xml · nonDerivative · entry 7 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 682,908.3042 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 · shares: Number of shares represents a RSR vesting on February 5, 2024. 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, 2024 Filed Feb 8, 2024 00:28 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 21,130.1669 | $48.70 | $1,029,039.13 |
DisclosureSEC source: 0001127602-24-003833 · form4.xml · nonDerivative · entry 6 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 637,919.5794 Read SEC document |
| February 05, 2024 Filed Feb 8, 2024 00:28 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 38,210.0662 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-003833 · form4.xml · nonDerivative · entry 5 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 659,049.7463 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, 2024. 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 |
| February 05, 2024 Filed Feb 8, 2024 00:28 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 42,365.9101 | $48.70 | $2,063,219.82 |
DisclosureSEC source: 0001127602-24-003833 · form4.xml · nonDerivative · entry 4 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 620,839.6801 Read SEC document |
| February 05, 2024 Filed Feb 8, 2024 00:28 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 76,608.5902 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-003833 · form4.xml · nonDerivative · entry 3 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 663,205.5902 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 Restricted Share Right ("RSR") vesting on February 5, 2024. Original grant date was January 26, 2021. This vesting represents one-third of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| January 31, 2024 Filed Feb 1, 2024 23:12 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 148 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-001770 · form4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,793 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| January 23, 2024 Filed Jan 25, 2024 22:34 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 141,618 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-002154 · form4.xml · derivative · entry 4 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,618 Underlying: Common Stock, $1 2/3 Par Value · 141,618 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 2/5/2025, 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. F3 · 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 |
| December 06, 2023 Filed Dec 7, 2023 23:10 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 159 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-022104 · form4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,645 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| October 21, 2023 Filed Oct 24, 2023 20:21 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 127,050.4373 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-026190 · form4.xml · derivative · entry 4 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,050.4365 Underlying: Common Stock, $1 2/3 Par Value · 127,050.4373 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 five installments: one-fifth on 10/21/2020, 10/21/2021, 10/21/2022, 10/21/2023, and 10/21/2024. 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 five installments: one-fifth on 10/21/2020, 10/21/2021, 10/21/2022, 10/21/2023, and 10/21/2024. 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 |
| October 21, 2023 Filed Oct 24, 2023 20:21 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 70,259.4373 | $40.27 | $2,829,347.54 |
DisclosureSEC source: 0001127602-23-026190 · form4.xml · nonDerivative · entry 3 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 586,597 Read SEC document |
| October 21, 2023 Filed Oct 24, 2023 20:21 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 127,050.4373 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-026190 · form4.xml · nonDerivative · entry 2 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 656,856.4373 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 10/21/2023. Original grant date was 10/21/2019. This vesting represents one-fifth of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| September 13, 2023 Filed Sep 15, 2023 22:18 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 175 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018090 · form4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,486 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| June 13, 2023 Filed Jun 14, 2023 22:09 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 175 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-013581 · form4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,311 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 19:37 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversion2020 Performance Shares · Derivative | 240,116.8715 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010601 · form4.xml · derivative · entry 4 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 240,116.8715 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 Performance Share represents a contingent right to receive one share of Company common stock upon vesting. F4 · derivative.exercise_date: Represents the number of 2020 Performance Shares determined based on financial performance for the three-year performance period ended December 31, 2022 pursuant to the terms and conditions of a Performance Share award granted on March 3, 2020, 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. F4 · derivative.expiration_date: Represents the number of 2020 Performance Shares determined based on financial performance for the three-year performance period ended December 31, 2022 pursuant to the terms and conditions of a Performance Share award granted on March 3, 2020, 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 15, 2023 Filed Mar 17, 2023 19:37 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 132,784.8715 | $38.85 | $5,158,692.26 |
DisclosureSEC source: 0001127602-23-010601 · form4.xml · nonDerivative · entry 2 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 529,476 Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 19:37 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 240,116.8715 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010601 · form4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 662,260.8715 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 15, 2023 upon settlement of a Performance Share award granted on March 3, 2020 for the three-year performance period ended December 31, 2022 (as previously disclosed on a Form 4 filed on March 1, 2023). F2 · balance_after: Includes 319 shares acquired through the Company's dividend reinvestment plan on 3/2/2023. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 22:13 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Grant2020 Performance Shares · Derivative | 238,583.5582 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-007956 · form4.xml · derivative · entry 3 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,583.5582 Underlying: Common Stock, $1 2/3 Par Value · 238,583.5582 shares Expires not disclosed F1 · derivative.exercise_price: Each Performance Share represents a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock upon vesting. F2 · derivative.exercise_date: Represents the number of 2020 Performance Shares determined based on financial performance for the three-year performance period ended December 31, 2022 pursuant to the terms and conditions of a Performance Share award granted on March 3, 2020, 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. F2 · derivative.expiration_date: Represents the number of 2020 Performance Shares determined based on financial performance for the three-year performance period ended December 31, 2022 pursuant to the terms and conditions of a Performance Share award granted on March 3, 2020, 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, 2023 Filed Feb 7, 2023 20:17 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 37,081.5464 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-003733 · form4.xml · derivative · entry 7 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,163.0929 Underlying: Common Stock, $1 2/3 Par Value · 37,081.5464 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 RSR represents a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock. F5 · 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. F5 · 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, 2023 Filed Feb 7, 2023 20:17 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 74,345.9853 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-003733 · form4.xml · derivative · entry 6 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,345.985 Underlying: Common Stock, $1 2/3 Par Value · 74,345.9853 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 RSR represents a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock. F4 · derivative.exercise_date: These RSRs vest in three installments: one-third on 2/5/2022, 2/5/2023 and 2/5/2024. 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 2/5/2022, 2/5/2023 and 2/5/2024. 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, 2023 Filed Feb 7, 2023 20:17 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 20,506.5464 | $47.58 | $975,701.48 |
DisclosureSEC source: 0001127602-23-003733 · form4.xml · nonDerivative · entry 4 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 421,825 Read SEC document |
| February 05, 2023 Filed Feb 7, 2023 20:17 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 37,081.5464 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-003733 · form4.xml · nonDerivative · entry 3 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 442,331.5464 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, 2023. 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 |
| February 05, 2023 Filed Feb 7, 2023 20:17 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 41,113.9853 | $47.58 | $1,956,203.42 |
DisclosureSEC source: 0001127602-23-003733 · form4.xml · nonDerivative · entry 2 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 405,250 Read SEC document |
| February 05, 2023 Filed Feb 7, 2023 20:17 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 74,345.9853 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-003733 · form4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 446,363.9853 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, 2023. Original grant date was January 26, 2021. This vesting represents one-third of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| January 31, 2023 Filed Feb 1, 2023 23:22 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 237 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-001849 · form4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,136 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| January 24, 2023 Filed Jan 26, 2023 23:00 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 130,978 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-002364 · form4.xml · derivative · entry 3 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,978 Underlying: Common Stock, $1 2/3 Par Value · 130,978 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 2/5/2024, 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. F2 · 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 |
| December 12, 2022 Filed Dec 13, 2022 23:09 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 233 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-023824 · form4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,899 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| October 21, 2022 Filed Oct 25, 2022 15:38 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 123,466.3412 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-024318 · form4.xml · derivative · entry 4 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,932.6819 Underlying: Common Stock, $1 2/3 Par Value · 123,466.3412 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 RSR represents a contingent right to receive one share of Company common stock. F4 · derivative.exercise_date: These RSRs vest in five installments: one-fifth on 10/21/2020, 10/21/2021, 10/21/2022, 10/21/2023, and 10/21/2024. 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 five installments: one-fifth on 10/21/2020, 10/21/2021, 10/21/2022, 10/21/2023, and 10/21/2024. 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 |
| October 21, 2022 Filed Oct 25, 2022 15:38 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 68,277.3412 | $44.83 | $3,060,873.21 |
DisclosureSEC source: 0001127602-22-024318 · form4.xml · nonDerivative · entry 2 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 372,018 Read SEC document |
| October 21, 2022 Filed Oct 25, 2022 15:38 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 123,466.3412 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-024318 · form4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 440,295.3412 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 10/21/2022. Original grant date was 10/21/2019. This vesting represents one-fifth of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). F2 · balance_after: Includes 161 shares acquired through Wells Fargo & Company's (the "Company") dividend reinvestment plan on 3/1/2022. Read SEC document |
| August 30, 2022 Filed Sep 1, 2022 22:23 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 223 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-019036 · form4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,666 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| May 31, 2022 Filed Jun 1, 2022 20:27 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 215 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-014005 · form4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,443 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| February 05, 2022 Filed Feb 8, 2022 18:28 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 72,605.6222 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003682 · form4.xml · derivative · entry 4 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,209.217 Underlying: Common Stock, $1 2/3 Par Value · 72,605.6222 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 2/5/2022, 2/5/2023 and 2/5/2024. 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 2/5/2022, 2/5/2023 and 2/5/2024. 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, 2022 Filed Feb 8, 2022 18:28 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 40,151.6222 | $56.33 | $2,261,740.88 |
DisclosureSEC source: 0001127602-22-003682 · form4.xml · nonDerivative · entry 2 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,668 Read SEC document |
| February 05, 2022 Filed Feb 8, 2022 18:28 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 72,605.6222 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003682 · form4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,819.6222 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, 2022. Original grant date was January 26, 2021. This vesting represents one-third of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| January 31, 2022 Filed Feb 1, 2022 23:12 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 189 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-002057 · form4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,228 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| January 25, 2022 Filed Jan 27, 2022 22:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 108,639 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-002277 · form4.xml · derivative · entry 3 SCHARF CHARLES W · CIK 0001195358 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,639 Underlying: Common Stock, $1 2/3 Par Value · 108,639 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 2/5/2023, 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. F2 · 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 |
| November 29, 2021 Filed Nov 30, 2021 23:16 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 148 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-011809 · form4.xml · nonDerivative · entry 1 SCHARF CHARLES W · CIK 0001195358 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,039 F1 · shares: Represents stock award which is fully vested on the date of grant. 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.