Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHEVRON CORPCVX · Entity 2804 | Director | May 27, 2026 | May 29, 2026 |
| MACERICH COMAC · Entity 3712 | Director | June 30, 2026 | July 01, 2026 |
| NORDSTROM INCJWN · Entity 79544 | Director | March 15, 2017 | March 16, 2017 |
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.
CHEVRON CORP
Report date May 27, 2026 · Filed May 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,859 |
Reported balance
After 2026-05-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-27 · Grant · Acquired 1,272 · Balance 34,859 F1: This number represents stock units issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan. F2: This number includes the acquisition of dividend equivalent accruals on stock units (1,406) issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: This number represents stock units issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan.
F2: This number includes the acquisition of dividend equivalent accruals on stock units (1,406) issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan.
MACERICH CO
Report date June 30, 2026 · Filed July 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 35,259.86 |
Reported balance
After 2026-06-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-30 · Grant · Acquired 784.05 · Balance 35,259.86 F1: Convertible on a 1 for 1 basis. F2: The shares attributable to the phantom stock units generally first become distributable upon the January 1 following the date of termination of service in five equal installments pursuant to an earlier election in accordance with the Plan terms. F3: Includes 543.33 previously unreported phantom stock units accrued under the dividend reinvestment feature of the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Convertible on a 1 for 1 basis.
F2: The shares attributable to the phantom stock units generally first become distributable upon the January 1 following the date of termination of service in five equal installments pursuant to an earlier election in accordance with the Plan terms.
F3: Includes 543.33 previously unreported phantom stock units accrued under the dividend reinvestment feature of the Plan.
NORDSTROM INC
Report date March 15, 2017 · Filed March 16, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 77,103.067 |
Reported balance
After 2017-03-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-03-15 · Grant · Acquired 638.07 · Balance 77,103.067 F1: 1 for 1 F2: Stock unit dividend paid on share units that were deferred at the election of the reporting person under the Directors Deferred Compensation Plan. F3: The stock units are convertible into the issuer's common stock and payable upon the occurrence of certain events, including the reporting person's retirement from the issuer's Board of Directors. F4: Represents the total number of stock units held by the reporting person under the Directors' Deferred Compensation Plan. |
| Common StockSEC Table I · non-derivative | Direct | 3,772 |
Reported balance
Holding disclosure · report date 2017-03-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 3,772 |
Filing footnotes · ownership attribution and instrument terms
F1: 1 for 1
F2: Stock unit dividend paid on share units that were deferred at the election of the reporting person under the Directors Deferred Compensation Plan.
F3: The stock units are convertible into the issuer's common stock and payable upon the occurrence of certain events, including the reporting person's retirement from the issuer's Board of Directors.
F4: Represents the total number of stock units held by the reporting person under the Directors' Deferred Compensation Plan.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
MCDONALDS CORP
Report date May 22, 2024 · Filed May 24, 2024
Section 16 reporting ended · disclosed 2024-05-24. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,939 |
Reported balance
After 2024-05-22 transaction · row 1
1 source rowRow 1 · 2024-05-22 · Exercise / conversion · Acquired 9,939 · Balance 9,939 F1: Each restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation (the "Company") common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 876 |
Reported balance
After 2024-05-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-05-22 · Exercise / conversion · Disposed 9,939 · Balance 876 F1: Each restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation (the "Company") common stock. F2: Per the terms of the award, the reporting person vested in these RSUs upon his retirement from the role of Non-Executive Chairman of the Board and a Director, effective May 22, 2024. F3: Per the terms of the award, the reporting person will vest in these RSUs on the first anniversary of the grant date. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 92,625.89 |
Reported balance
Holding disclosure · report date 2024-05-22 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 92,625.89 F4: Each share of phantom stock is the economic equivalent of one share of the Company's common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan. F5: Includes shares acquired through dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a right to acquire one share of McDonald's Corporation (the "Company") common stock.
F2: Per the terms of the award, the reporting person vested in these RSUs upon his retirement from the role of Non-Executive Chairman of the Board and a Director, effective May 22, 2024.
F3: Per the terms of the award, the reporting person will vest in these RSUs on the first anniversary of the grant date.
F4: Each share of phantom stock is the economic equivalent of one share of the Company's common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan.
F5: Includes shares acquired through dividend reinvestment.
WELLS FARGO & COMPANY/MN
Report date March 12, 2018 · Filed March 13, 2018
Section 16 reporting ended · disclosed 2009-07-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 42,710 |
Ending reported balance
After 2018-03-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-03-12 · Exercise / conversion · Acquired 10,490 · Balance 48,112 Row 2 · 2018-03-12 · Tax withholding · Disposed 5,402 · Balance 42,710 |
| Director Stock Purchase OptionSEC Table II · derivative / convertible security · Conversion / exercise price $29.88 · Expires 2018-04-29 | Direct | 0 |
Reported balance
After 2018-03-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-03-12 · Exercise / conversion · Disposed 10,490 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| May 27, 2015 Filed May 29, 2015 22:43 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 12,780 | $0.00 Strike: $103.11 | $0.00 |
DisclosureSEC source: 0001127602-15-019031 · form4.xml · derivative · entry 3 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,780 Underlying: Common Stock · 12,780 shares Expires 2025-05-27 F3 · security: Stock option granted in lieu of the annual cash retainer at the Director's election. F4 · derivative.exercise_date: The option vests as follows: 50 percent on November 27, 2015 and the remaining 50 percent on the earlier of the last day of the Annual Compensation Cycle to which the grant relates or May 27, 2016 Read SEC document |
| May 27, 2015 Filed May 29, 2015 22:43 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 2,178 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-019031 · form4.xml · nonDerivative · entry 1 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,628 F1 · shares: This number represents stock units issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan. F2 · balance_after: This number includes the acquisition of dividend equivalent accruals on stock units (520 shares). Read SEC document |
| May 27, 2015 Filed Jun 5, 2015 22:52 UTC Amendment | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 2,178 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-019976 · form4a.xml · nonDerivative · entry 1 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,769 F1 · balance_after: The total number of shares were incorrectly over-reported (20 shares) due to an administrative error. Read SEC document |
| April 28, 2015 Filed Apr 30, 2015 17:40 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 3,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-015622 · form4.xml · nonDerivative · entry 1 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,949 Read SEC document |
| December 31, 2014 Filed Jan 5, 2015 22:04 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,494.13 | $93.70 | $139,999.98 |
DisclosureSEC source: 0001140361-15-000483 · doc1.xml · derivative · entry 2 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,796.2 Underlying: Common Stock · 1,494.13 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| November 03, 2014 Filed Nov 4, 2014 19:03 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | SaleCommon Stock, $1 2/3 Par Value | 7,740 | $53.54 | $414,399.60 |
DisclosureSEC source: 0001127602-14-030969 · form4.xml · nonDerivative · entry 3 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,700 Read SEC document |
| October 31, 2014 Filed Nov 4, 2014 19:03 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Purchase Option · Derivative | 7,740 | $0.00 Strike: $29.58 | $0.00 |
DisclosureSEC source: 0001127602-14-030969 · form4.xml · derivative · entry 4 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 7,740 shares Expires 2015-04-26 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 |
| October 31, 2014 Filed Nov 4, 2014 19:03 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 4,311 | $53.09 | $228,870.99 |
DisclosureSEC source: 0001127602-14-030969 · form4.xml · nonDerivative · entry 2 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,440 Read SEC document |
| October 31, 2014 Filed Nov 4, 2014 19:03 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 7,740 | $29.58 | $228,910.50 |
DisclosureSEC source: 0001127602-14-030969 · form4.xml · nonDerivative · entry 1 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,751 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 |
| May 28, 2014 Filed May 30, 2014 18:50 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 5,983 | $0.00 Strike: $122.52 | $0.00 |
DisclosureSEC source: 0001127602-14-019180 · form4.xml · derivative · entry 3 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,983 Underlying: Common Stock · 5,983 shares Expires 2024-05-28 F3 · security: Stock option granted in lieu of the annual cash retainer at the Director's election. F4 · derivative.exercise_date: The option vests as follows: 50 percent on November 28, 2014 and the remaining 50 percent on the earlier of the last day of the Annual Compensation Cycle to which the grant relates or May 28, 2015. Read SEC document |
| May 28, 2014 Filed May 30, 2014 18:50 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 1,831 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-019180 · form4.xml · nonDerivative · entry 1 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,930 F1 · shares: This number represents stock units issued under the Non-Employee Directors' Equity Compensation and Deferral Plan. F2 · balance_after: This number includes the acquisition of dividend equivalent accruals on stock units (410 shares) issued under the Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| April 29, 2014 Filed Apr 30, 2014 17:48 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 3,235 | $49.47 | $160,035.45 |
DisclosureSEC source: 0001127602-14-015574 · form4.xml · derivative · entry 2 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,408.3224 Underlying: Common Stock, $1 2/3 Par Value · 3,235 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock. F2 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| February 21, 2014 Filed Feb 24, 2014 18:46 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Purchase Option · Derivative | 6,561 | $0.00 Strike: $33.69 | $0.00 |
DisclosureSEC source: 0001127602-14-007829 · form4.xml · derivative · entry 3 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 6,561 shares Expires 2014-04-27 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 |
| February 21, 2014 Filed Feb 24, 2014 18:46 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 4,847 | $45.60 | $221,023.20 |
DisclosureSEC source: 0001127602-14-007829 · form4.xml · nonDerivative · entry 2 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,011 Read SEC document |
| February 21, 2014 Filed Feb 24, 2014 18:46 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 6,561 | $33.69 | $221,040.09 |
DisclosureSEC source: 0001127602-14-007829 · form4.xml · nonDerivative · entry 1 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,858 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 31, 2013 Filed Jan 16, 2014 22:26 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,442.853 | $97.03 | $140,000.03 |
DisclosureSEC source: 0001140361-14-002419 · doc1.xml · derivative · entry 2 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,127.023 Underlying: Common Stock · 1,442.853 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| May 29, 2013 Filed May 31, 2013 21:22 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 5,816 | $0.00 Strike: $125.49 | $0.00 |
DisclosureSEC source: 0001127602-13-018895 · form4.xml · derivative · entry 3 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,816 Underlying: Common Stock · 5,816 shares Expires 2023-05-29 F3 · security: Stock option granted in lieu of the annual cash retainer at the Director's election. F4 · derivative.exercise_date: The option vests as follows: 50 percent on November 29, 2013 and the remaining 50 percent on the earlier of the last day of the Annual Compensation Cycle to which the grant relates or May 29, 2014. Read SEC document |
| May 29, 2013 Filed May 31, 2013 21:22 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 1,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-018895 · form4.xml · nonDerivative · entry 1 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,689 F1 · shares: This number represents stock units issued under the Non-Employee Directors' Equity Compensation and Deferral Plan. F2 · balance_after: This number includes the acquisition of dividend equivalent accruals on stock units (336 shares) issued under the Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| April 24, 2013 Filed Apr 24, 2013 20:02 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | SaleCommon Stock, $1 2/3 Par Value | 7,295 | $37.34 | $272,395.30 |
DisclosureSEC source: 0001127602-13-014452 · form4.xml · nonDerivative · entry 1 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,297 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.34 to $37.342 inclusive. The reporting person undertakes to provide to Wells Fargo & Company, any security holder of Wells Fargo & Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| April 23, 2013 Filed Apr 24, 2013 20:02 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 4,040 | $37.13 | $150,005.20 |
DisclosureSEC source: 0001127602-13-014452 · form4.xml · derivative · entry 2 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,408.804 Underlying: Common Stock, $1 2/3 Par Value · 4,040 shares Expires not disclosed F2 · derivative.exercise_price: Conversion price is 1-for-1 F3 · derivative.exercise_date: Deferred compensation shares payable in installments depending upon director's election. F3 · derivative.expiration_date: Deferred compensation shares payable in installments depending upon director's election. Read SEC document |
| April 18, 2013 Filed Apr 19, 2013 21:18 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Purchase Option · Derivative | 3,434 | $0.00 Strike: $33.14 | $0.00 |
DisclosureSEC source: 0001127602-13-014229 · form4.xml · derivative · entry 2 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 3,434 shares Expires 2013-04-22 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 |
| April 18, 2013 Filed Apr 19, 2013 21:18 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 3,434 | $33.14 | $113,802.76 |
DisclosureSEC source: 0001127602-13-014229 · form4.xml · nonDerivative · entry 1 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,592 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 |
| January 24, 2013 Filed Jan 28, 2013 16:18 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Purchase Option · Derivative | 1,836 | $0.00 Strike: $33.14 | $0.00 |
DisclosureSEC source: 0001127602-13-002809 · form4.xml · derivative · entry 2 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 1,836 shares Expires 2013-01-29 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 |
| January 24, 2013 Filed Jan 28, 2013 16:18 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 1,836 | $33.14 | $60,845.04 |
DisclosureSEC source: 0001127602-13-002809 · form4.xml · nonDerivative · entry 1 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,158 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 31, 2012 Filed Jan 3, 2013 16:39 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,587.122 | $88.21 | $140,000.03 |
DisclosureSEC source: 0001140361-13-000458 · doc1.xml · derivative · entry 2 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,787.893 Underlying: Common Stock · 1,587.122 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| December 06, 2012 Filed Dec 10, 2012 17:54 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Purchase Option · Derivative | 3,434 | $33.14 Strike: $33.14 | $113,802.76 |
DisclosureSEC source: 0001127602-12-033265 · form4.xml · derivative · entry 10 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,434 Underlying: Common Stock, $1 2/3 Par Value · 3,434 shares Expires 2013-04-22 Read SEC document |
| December 06, 2012 Filed Dec 10, 2012 17:54 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Purchase Option · Derivative | 1,836 | $33.14 Strike: $33.14 | $60,845.04 |
DisclosureSEC source: 0001127602-12-033265 · form4.xml · derivative · entry 9 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,836 Underlying: Common Stock, $1 2/3 Par Value · 1,836 shares Expires 2013-01-29 Read SEC document |
| December 06, 2012 Filed Dec 10, 2012 17:54 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Purchase Option · Derivative | 4,022 | $0.00 Strike: $23.48 | $0.00 |
DisclosureSEC source: 0001127602-12-033265 · form4.xml · derivative · entry 8 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 4,022 shares Expires 2013-04-22 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 06, 2012 Filed Dec 10, 2012 17:54 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Purchase Option · Derivative | 4,848 | $0.00 Strike: $23.48 | $0.00 |
DisclosureSEC source: 0001127602-12-033265 · form4.xml · derivative · entry 7 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,022 Underlying: Common Stock, $1 2/3 Par Value · 4,848 shares Expires 2013-04-22 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 06, 2012 Filed Dec 10, 2012 17:54 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Purchase Option · Derivative | 2,612 | $0.00 Strike: $23.30 | $0.00 |
DisclosureSEC source: 0001127602-12-033265 · form4.xml · derivative · entry 6 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 2,612 shares Expires 2013-01-29 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 06, 2012 Filed Dec 10, 2012 17:54 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 4,022 | $23.48 | $94,416.45 |
DisclosureSEC source: 0001127602-12-033265 · form4.xml · nonDerivative · entry 5 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,322 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 06, 2012 Filed Dec 10, 2012 17:54 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 3,434 | $33.14 | $113,802.76 |
DisclosureSEC source: 0001127602-12-033265 · form4.xml · nonDerivative · entry 4 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,300 Read SEC document |
| December 06, 2012 Filed Dec 10, 2012 17:54 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 4,848 | $23.48 | $113,806.80 |
DisclosureSEC source: 0001127602-12-033265 · form4.xml · nonDerivative · entry 3 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,734 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 06, 2012 Filed Dec 10, 2012 17:54 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 1,836 | $33.14 | $60,845.04 |
DisclosureSEC source: 0001127602-12-033265 · form4.xml · nonDerivative · entry 2 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,886 Read SEC document |
| December 06, 2012 Filed Dec 10, 2012 17:54 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 2,612 | $23.30 | $60,859.60 |
DisclosureSEC source: 0001127602-12-033265 · form4.xml · nonDerivative · entry 1 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,722 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 |
| October 31, 2012 Filed Nov 1, 2012 19:44 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Purchase Option · Derivative | 6,561 | $33.69 Strike: $33.69 | $221,040.09 |
DisclosureSEC source: 0001127602-12-029345 · form4.xml · derivative · entry 4 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,561 Underlying: Common Stock, $1 2/3 Par Value · 6,561 shares Expires 2014-04-27 Read SEC document |
| October 31, 2012 Filed Nov 1, 2012 19:44 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Purchase Option · Derivative | 7,840 | $0.00 Strike: $28.20 | $0.00 |
DisclosureSEC source: 0001127602-12-029345 · form4.xml · derivative · entry 3 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 7,840 shares Expires 2014-04-27 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 |
| October 31, 2012 Filed Nov 1, 2012 19:44 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 6,561 | $33.69 | $221,040.09 |
DisclosureSEC source: 0001127602-12-029345 · form4.xml · nonDerivative · entry 2 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,110 Read SEC document |
| October 31, 2012 Filed Nov 1, 2012 19:44 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 7,840 | $28.20 | $221,048.80 |
DisclosureSEC source: 0001127602-12-029345 · form4.xml · nonDerivative · entry 1 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,671 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 |
| May 30, 2012 Filed May 31, 2012 22:42 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 5,805 | $0.00 Strike: $97.63 | $0.00 |
DisclosureSEC source: 0001127602-12-018698 · form4.xml · derivative · entry 3 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,805 Underlying: Common Stock · 5,805 shares Expires 2022-05-30 F3 · security: Stock option granted in lieu of the annual cash retainer at the Director's election. F4 · derivative.exercise_date: The option vests as follows: 50 percent on November 30, 2012 and the remaining 50 percent on the earlier of the last day of the Annual Compensation Cycle to which the grant relates or May 30, 2013. Read SEC document |
| May 30, 2012 Filed May 31, 2012 22:42 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 1,835 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-018698 · form4.xml · nonDerivative · entry 1 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,574 F1 · shares: This number represents stock units issued under the Non-Employee Directors' Equity Compensation and Deferral Plan. F2 · balance_after: This number includes the acquisition of dividend equivalent accruals on stock units (254 shares) issued under the Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| April 24, 2012 Filed Apr 25, 2012 16:24 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 4,536 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-014595 · form4.xml · nonDerivative · entry 1 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,831 Read SEC document |
| February 14, 2012 Filed Feb 16, 2012 20:03 UTC | MCDONALDS CORP MCD · Entity 2849 | SaleCommon Stock | 9,108 | $99.08 | $902,446.14 |
DisclosureSEC source: 0001140361-12-009028 · doc1.xml · nonDerivative · entry 1 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 F1 · price: This transaction was executed in multiple trades at prices ranging from $99.08 to $99.09 per share. The price reported represents the weighted average sales price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| December 31, 2011 Filed Jan 4, 2012 17:42 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,295.724 | $100.33 | $129,999.99 |
DisclosureSEC source: 0001140361-12-000549 · doc1.xml · derivative · entry 2 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,463.651 Underlying: Common Stock · 1,295.724 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| September 30, 2011 Filed Oct 4, 2011 16:23 UTC | MCDONALDS CORP MCD · Entity 2849 | Disposition to issuerPhantom Stock · Derivative | 1,872.586 | $87.82 | $164,450.50 |
DisclosureSEC source: 0001140361-11-047948 · doc1.xml · derivative · entry 2 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,784.301 Underlying: Common Stock · 1,872.586 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Distribution of a specified portion of the reporting person's Plan account pursuant to a prior election made under the Plan. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| May 25, 2011 Filed May 27, 2011 18:33 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 5,101 | $0.00 Strike: $103.25 | $0.00 |
DisclosureSEC source: 0001127602-11-017739 · form4.xml · derivative · entry 3 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,101 Underlying: Common Stock · 5,101 shares Expires 2021-05-25 F3 · security: Stock option granted in lieu of the annual cash retainer at the Director's election. F4 · derivative.exercise_date: The option vests as follows: 50 percent on November 25, 2011 and the remaining 50 percent on the earlier of the last day of the Annual Compensation Cycle to which the grant relates or May 25, 2012. Read SEC document |
| May 25, 2011 Filed May 27, 2011 18:33 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 1,799 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-017739 · form4.xml · nonDerivative · entry 1 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,485 F1 · shares: This number represents stock units issued under the Non-Employee Directors' Equity Compensation and Deferral Plan. F2 · balance_after: This number includes the acquisition of dividend equivalent accruals on stock units (201 shares) issued under the Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| May 03, 2011 Filed May 4, 2011 16:14 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 4,745 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-015003 · form4.xml · nonDerivative · entry 1 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,295 Read SEC document |
| January 03, 2011 Filed Jan 4, 2011 16:16 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 984.1884 | $30.99 | $30,500.00 |
DisclosureSEC source: 0001127602-11-000365 · form4.xml · derivative · entry 2 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,448.6534 Underlying: Common Stock, $1 2/3 Par Value · 984.1884 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1 F2 · derivative.exercise_date: Deferred compensation shares payable in installments depending upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments depending upon director's election. Read SEC document |
| December 31, 2010 Filed Jan 4, 2011 20:41 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 2,051.85 | $76.76 | $157,500.01 |
DisclosureSEC source: 0001140361-11-000714 · doc1.xml · derivative · entry 2 HERNANDEZ ENRIQUE JR · CIK 0001042343 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,421.126 Underlying: Common Stock · 2,051.85 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. 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.