Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Duke Energy CORPDUK · Entity 2925 | Director · Chair | May 18, 2026 | May 20, 2026 |
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | Director | May 14, 2026 | May 14, 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.
Duke Energy CORP
Report date May 18, 2026 · Filed May 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,193 |
Reported balance
After 2026-05-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-18 · Gift · Disposed 2,402 · Balance 19,193 F1: Represents the transfer of 2,402 shares from directly held to a joint trust. F2: Includes 19,192 shares held in a joint trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the transfer of 2,402 shares from directly held to a joint trust.
F2: Includes 19,192 shares held in a joint trust.
WELLS FARGO & COMPANY/MN
Report date May 14, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Gift · Disposed 89 · Balance 0 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough Revocable Trust | 27,201 |
Reported balance
After 2026-05-14 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-05-14 · Gift · Acquired 89 · Balance 27,201 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough Irrevocable Trust | 6,000 |
Reported balance
Holding disclosure · report date 2026-05-14 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,000 |
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 18, 2026 Filed May 20, 2026 20:22 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 2,402 | $0.00 | $0.00 |
DisclosureSEC source: 0001187019-26-000005 · wk-form4_1779308526.xml · nonDerivative · entry 1 CRAVER THEODORE F JR · CIK 0001187019 · Director · Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,193 F1 · shares: Represents the transfer of 2,402 shares from directly held to a joint trust. F2 · balance_after: Includes 19,192 shares held in a joint trust. Read SEC document |
| May 14, 2026 Filed May 14, 2026 20:30 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-26-000269 · form4.xml · nonDerivative · entry 2 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Through Revocable Trust Disclosed balance after: 27,201 Read SEC document |
| May 14, 2026 Filed May 14, 2026 20:30 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-26-000269 · form4.xml · nonDerivative · entry 1 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 07, 2026 Filed May 11, 2026 20:25 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 2,402 | $124.87 | $299,937.74 |
DisclosureSEC source: 0001187019-26-000002 · wk-form4_1778531155.xml · nonDerivative · entry 1 CRAVER THEODORE F JR · CIK 0001187019 · Director · Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,193 F1 · balance_after: Includes 16,790 shares held in a joint trust. Read SEC document |
| April 28, 2026 Filed Apr 30, 2026 20:38 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock Units · Derivative | 3,436 | $81.50 | $280,034.00 |
DisclosureSEC source: 0000072971-26-000224 · form4.xml · derivative · entry 4 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,851.9647 Underlying: Common Stock, $1 2/3 Par Value · 3,436 shares Expires not disclosed F1 · security: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. F2 · derivative.exercise_price: Each Common Stock Unit represents a right to receive one share of Company common stock. F1 · derivative.exercise_date: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. F1 · derivative.expiration_date: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. F3 · balance_after: Includes dividend equivalents reinvested in additional Common Stock Units. Read SEC document |
| August 08, 2025 Filed Aug 12, 2025 18:36 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 2,431 | $0.00 | $0.00 |
DisclosureSEC source: 0001187019-25-000005 · wk-form4_1755023807.xml · nonDerivative · entry 1 CRAVER THEODORE F JR · CIK 0001187019 · Director · Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,791 F1 · shares: Represents the transfer of 2,431 shares from directly held to a joint trust. F2 · balance_after: Includes 16,790 shares held in a joint trust. Read SEC document |
| May 01, 2025 Filed May 5, 2025 20:38 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 2,431 | $121.33 | $294,953.23 |
DisclosureSEC source: 0001326160-25-000141 · wk-form4_1746477485.xml · nonDerivative · entry 1 CRAVER THEODORE F JR · CIK 0001187019 · Director · Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,791 F1 · balance_after: Includes 14,359 shares held in a joint trust. Read SEC document |
| April 29, 2025 Filed May 1, 2025 21:27 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock Units · Derivative | 3,728 | $71.10 | $265,060.80 |
DisclosureSEC source: 0001127602-25-012991 · form4.xml · derivative · entry 4 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,108.4723 Underlying: Common Stock, $1 2/3 Par Value · 3,728 shares Expires not disclosed F1 · security: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. F2 · derivative.exercise_price: Each Common Stock Unit represents a right to receive one share of Company common stock. F1 · derivative.exercise_date: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. F1 · derivative.expiration_date: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. F3 · balance_after: Includes dividend equivalents reinvested in additional Common Stock Units. Read SEC document |
| May 17, 2024 Filed May 21, 2024 20:55 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 1,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-24-000152 · wk-form4_1716324940.xml · nonDerivative · entry 1 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,360 F1 · shares: Represents the transfer of 1,699 shares from directly held to a joint trust. F2 · balance_after: Includes 14,359 held in a joint trust. Read SEC document |
| May 09, 2024 Filed May 13, 2024 20:18 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 1,698.699 | $103.02 | $174,999.97 |
DisclosureSEC source: 0001326160-24-000132 · wk-form4_1715631512.xml · nonDerivative · entry 1 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,360 F1 · shares: Any fraction of a share is paid out in cash upon distribution. F2 · balance_after: Reporting Owner's prior Form 4 over-reported his holdings by two shares due to rounding and has been updated in this Form 4. F3 · balance_after: Includes 12,660 shares held in a joint trust. Read SEC document |
| April 30, 2024 Filed May 2, 2024 20:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock Units · Derivative | 4,046 | $59.32 | $240,008.72 |
DisclosureSEC source: 0001127602-24-013998 · form4.xml · derivative · entry 4 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,106.1884 Underlying: Common Stock, $1 2/3 Par Value · 4,046 shares Expires not disclosed F1 · security: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. F2 · derivative.exercise_price: Each Common Stock Unit represents a right to receive one share of Company common stock. F1 · derivative.exercise_date: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. F1 · derivative.expiration_date: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. Read SEC document |
| August 18, 2023 Filed Aug 21, 2023 20:34 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 1,784 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-23-000178 · wk-form4_1692650053.xml · nonDerivative · entry 2 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Joint Trust Disclosed balance after: 12,662 Read SEC document |
| August 18, 2023 Filed Aug 21, 2023 20:34 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 1,784 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-23-000178 · wk-form4_1692650053.xml · nonDerivative · entry 1 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 04, 2023 Filed May 8, 2023 20:58 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 1,783.712 | $98.11 | $174,999.98 |
DisclosureSEC source: 0001326160-23-000144 · wf-form4_168357951271881.xml · nonDerivative · entry 1 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,784 F1 · shares: Any fraction of a share is paid out in cash upon distribution. Read SEC document |
| April 25, 2023 Filed Apr 27, 2023 21:18 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock Units · Derivative | 5,919 | $40.55 | $240,015.45 |
DisclosureSEC source: 0001127602-23-013670 · form4.xml · derivative · entry 4 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,919 Underlying: Common Stock, $1 2/3 Par Value · 5,919 shares Expires not disclosed F1 · security: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. F2 · derivative.exercise_price: Each Common Stock Unit represents a right to receive one share of Company common stock. F1 · derivative.exercise_date: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. F1 · derivative.expiration_date: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. Read SEC document |
| May 17, 2022 Filed Jan 20, 2023 21:24 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 1,590 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-23-000004 · wf-form5_167424987877334.xml · nonDerivative · entry 2 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joint Trust Disclosed balance after: 10,878 Read SEC document |
| May 17, 2022 Filed Jan 20, 2023 21:24 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 1,590 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-23-000004 · wf-form5_167424987877334.xml · nonDerivative · entry 1 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 13, 2022 Filed Feb 14, 2023 17:36 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 5,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-005064 · form5.xml · nonDerivative · entry 2 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Through Revocable Trust Disclosed balance after: 27,112 Read SEC document |
| May 13, 2022 Filed Feb 14, 2023 17:36 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 5,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-005064 · form5.xml · nonDerivative · entry 1 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89 Read SEC document |
| May 05, 2022 Filed May 9, 2022 20:23 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 1,590 | $110.05 | $174,979.50 |
DisclosureSEC source: 0001326160-22-000209 · wf-form4_165212777978771.xml · nonDerivative · entry 1 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,590 Read SEC document |
| April 26, 2022 Filed Apr 28, 2022 16:48 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 5,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-012633 · form4.xml · nonDerivative · entry 1 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,473 Read SEC document |
| April 25, 2022 Filed Feb 15, 2023 21:29 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 33 | $112.40 | $3,709.20 |
DisclosureSEC source: 0001326160-23-000035 · wf-form4_167649656776900.xml · nonDerivative · entry 1 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Living Trust Disclosed balance after: 0 F1 · ownership.nature: Shares sold by Living Trust over which the reporting person serves as trustee. Read SEC document |
| June 23, 2021 Filed Jul 2, 2021 21:46 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 3,993 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-021367 · form4.xml · nonDerivative · entry 2 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Through Revocable Trust Disclosed balance after: 21,728 Read SEC document |
| June 23, 2021 Filed Jul 2, 2021 21:46 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 3,993 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-021367 · form4.xml · nonDerivative · entry 1 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89 Read SEC document |
| May 19, 2021 Filed May 21, 2021 20:20 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 1,591 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-21-000183 · wf-form4_162162838823477.xml · nonDerivative · entry 2 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joint Trust Disclosed balance after: 9,288 Read SEC document |
| May 19, 2021 Filed May 21, 2021 20:20 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 1,591 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-21-000183 · wf-form4_162162838823477.xml · nonDerivative · entry 1 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 06, 2021 Filed May 11, 2021 00:12 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 1,591.406 | $100.54 | $159,999.96 |
DisclosureSEC source: 0001326160-21-000157 · wf-form4_162069193538672.xml · nonDerivative · entry 1 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,591.406 Read SEC document |
| April 27, 2021 Filed Apr 29, 2021 17:28 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 3,993 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-014638 · form4.xml · nonDerivative · entry 1 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,082 Read SEC document |
| August 13, 2020 Filed Aug 14, 2020 22:36 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 1,992.28 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-20-000204 · wf-form4_159744459225080.xml · nonDerivative · entry 3 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joint Trust Disclosed balance after: 7,697.28 Read SEC document |
| August 13, 2020 Filed Aug 14, 2020 22:36 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 1,992.28 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-20-000204 · wf-form4_159744459225080.xml · nonDerivative · entry 1 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| June 24, 2020 Filed Oct 2, 2020 21:50 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 6,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-026372 · form4.xml · nonDerivative · entry 2 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Through Revocable Trust Disclosed balance after: 17,735 Read SEC document |
| June 24, 2020 Filed Oct 2, 2020 21:50 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 6,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-026372 · form4.xml · nonDerivative · entry 1 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89 Read SEC document |
| May 07, 2020 Filed May 8, 2020 23:18 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 1,992.28 | $80.31 | $160,000.01 |
DisclosureSEC source: 0001326160-20-000134 · wf-form4_158897988115801.xml · nonDerivative · entry 1 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,697.28 Read SEC document |
| April 28, 2020 Filed Apr 30, 2020 17:30 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 6,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-014726 · form4.xml · nonDerivative · entry 1 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,324 Read SEC document |
| May 02, 2019 Filed May 6, 2019 20:39 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 1,781.539 | $89.81 | $160,000.02 |
DisclosureSEC source: 0001326160-19-000138 · wf-form4_155717517871274.xml · derivative · entry 1 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,878 Underlying: Common Stock · 1,781.539 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| April 23, 2019 Filed Apr 25, 2019 17:25 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 3,802 | $47.35 | $180,024.70 |
DisclosureSEC source: 0001127602-19-016167 · form4.xml · derivative · entry 3 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,268.0764 Underlying: Common Stock, $1 2/3 Par Value · 3,802 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 |
| May 14, 2018 Filed May 16, 2018 20:27 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 2,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-18-000150 · wf-form4_152650242342374.xml · nonDerivative · entry 2 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By self as trustee for Craver living trust Disclosed balance after: 2,238 Read SEC document |
| May 14, 2018 Filed May 16, 2018 20:27 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 2,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-18-000150 · wf-form4_152650242342374.xml · nonDerivative · entry 1 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 Read SEC document |
| May 03, 2018 Filed May 7, 2018 20:34 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 2,006.018 | $79.76 | $160,000.00 |
DisclosureSEC source: 0001326160-18-000116 · wf-form4_152572524499611.xml · derivative · entry 1 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,006.018 Underlying: Common Stock · 2,006.018 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| April 24, 2018 Filed Apr 26, 2018 15:42 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 3,359 | $52.51 | $176,381.09 |
DisclosureSEC source: 0001127602-18-015286 · form4.xml · derivative · entry 3 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,328.5533 Underlying: Common Stock, $1 2/3 Par Value · 3,359 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 |
| April 24, 2018 Filed Apr 26, 2018 15:42 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 69 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-015286 · form4.xml · nonDerivative · entry 1 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89 Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 21:17 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 963 | $61.09 | $58,829.67 |
DisclosureSEC source: 0001127602-18-001103 · form4.xml · derivative · entry 3 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 963 Underlying: Common Stock, $1 2/3 Par Value · 963 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 |
| January 02, 2018 Filed Jan 4, 2018 21:17 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-001103 · form4.xml · nonDerivative · entry 1 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20 Read SEC document |
| May 15, 2017 Filed May 17, 2017 20:20 UTC | Duke Energy CORP DUK · Entity 2925 | PurchaseCommon Stock | 3,500 | $83.73 | $293,049.05 |
DisclosureSEC source: 0001326160-17-000121 · wf-form4_149505243520863.xml · nonDerivative · entry 1 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,705.534 Read SEC document |
| May 15, 2017 Filed Aug 14, 2020 22:37 UTC Amendment | Duke Energy CORP DUK · Entity 2925 | PurchaseCommon Stock | 3,500 | $83.73 | $293,049.05 |
DisclosureSEC source: 0001326160-20-000205 · wf-form4a_159744461801444.xml · nonDerivative · entry 2 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joint Trust Disclosed balance after: 3,500 Read SEC document |
| May 04, 2017 Filed May 8, 2017 22:31 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 1,937.281 | $82.59 | $160,000.04 |
DisclosureSEC source: 0001326160-17-000100 · wf-form4_149428265988056.xml · nonDerivative · entry 1 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,205.534 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 21:18 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 268.253 | $81.93 | $21,977.97 |
DisclosureSEC source: 0001326160-17-000054 · wf-form4_148848950279373.xml · nonDerivative · entry 1 CRAVER THEODORE F JR · CIK 0001187019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268.253 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.