Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Elevance Health, Inc.ELV · Entity 2934 | EVP &Chief Health Benefits Ofr | March 02, 2026 | March 04, 2026 |
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | Director | April 28, 2026 | April 30, 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.
Elevance Health, Inc.
Report date March 02, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,838 |
Ending reported balance
After 2026-03-03 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-03-02 · Tax withholding · Disposed 1,421 · Balance 30,518 F1: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Row 2 · 2026-03-02 · Grant · Acquired 5,951 · Balance 36,469 F2: Represents restricted share units. Restrictions lapse as follows: 1,983 shares on 3/2/2027, and 1,984 shares each on 3/2/2028 and 3/2/2029. Row 3 · 2026-03-02 · Grant · Acquired 2,865 · Balance 39,334 F3: Represents performance based restricted share units. Restrictions lapsed on 3/2/2026. Row 4 · 2026-03-03 · Tax withholding · Disposed 496 · Balance 38,838 F1: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $294.07 · Expires 2036-03-02 | Direct | 23,512 |
Reported balance
After 2026-03-02 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-02 · Grant · Acquired 23,512 · Balance 23,512 F4: The option represents a right to purchase a total of 23,512 shares, and is exercisable in two installments of 7,837 shares each and one installment of 7,838 shares, beginning on 3/2/2027, which is the one-year anniversary of the option grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK.
F2: Represents restricted share units. Restrictions lapse as follows: 1,983 shares on 3/2/2027, and 1,984 shares each on 3/2/2028 and 3/2/2029.
F3: Represents performance based restricted share units. Restrictions lapsed on 3/2/2026.
F4: The option represents a right to purchase a total of 23,512 shares, and is exercisable in two installments of 7,837 shares each and one installment of 7,838 shares, beginning on 3/2/2027, which is the one-year anniversary of the option grant date.
WELLS FARGO & COMPANY/MN
Report date April 28, 2026 · Filed April 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock UnitsSEC Table II · derivative / convertible security | Direct | 17,851.9647 |
Reported balance
After 2026-04-28 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-04-28 · Grant · Acquired 3,436 · Balance 17,851.9647 F1: 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: Each Common Stock Unit represents a right to receive one share of Company common stock. F3: Includes dividend equivalents reinvested in additional Common Stock Units. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 5,384 |
Reported balance
Holding disclosure · report date 2026-04-28 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 5,384 |
| Preferred Shares, Series AASEC Table I · non-derivative | Direct | 152 |
Reported balance
Holding disclosure · report date 2026-04-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 152 |
| Preferred Shares, Series DDSEC Table I · non-derivative | Direct | 247 |
Reported balance
Holding disclosure · report date 2026-04-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 247 |
| Preferred Shares, Series LSEC Table I · non-derivative | Direct | 11 |
Reported balance
Holding disclosure · report date 2026-04-28 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 11 |
| Preferred Shares, Series ZSEC Table I · non-derivative | Direct | 228 |
Reported balance
Holding disclosure · report date 2026-04-28 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 228 |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Each Common Stock Unit represents a right to receive one share of Company common stock.
F3: Includes dividend equivalents reinvested in additional Common Stock Units.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Hill-Rom Holdings, Inc.
Report date December 13, 2021 · Filed December 15, 2021
Section 16 reporting ended · disclosed 2021-12-15. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Units (02/26/2020)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-12-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-12-13 · Disposition to issuer · Disposed 1,870 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Hill-Rom Holdings, Inc. common stock. F2: Pursuant to the Merger Agreement between Hill-Rom Holdings, Inc., Baxter International Inc. ("Baxter"), and a wholly-owned subsidiary of Baxter, these restricted stock units, which provided for vesting on the date of grant, with delivery of the underlying shares of common stock not occurring until the later of one year and a day from the date of grant, or the six-month anniversary of the date that the director ceases to be a member of the Board of Directors of Hill-Rom Holdings, Inc., were cancelled in exchange for a cash payment of $156.00 per share of underlying common stock. |
| Restricted Stock Units (03/11/2021)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-12-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-12-13 · Disposition to issuer · Disposed 1,798 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Hill-Rom Holdings, Inc. common stock. F2: Pursuant to the Merger Agreement between Hill-Rom Holdings, Inc., Baxter International Inc. ("Baxter"), and a wholly-owned subsidiary of Baxter, these restricted stock units, which provided for vesting on the date of grant, with delivery of the underlying shares of common stock not occurring until the later of one year and a day from the date of grant, or the six-month anniversary of the date that the director ceases to be a member of the Board of Directors of Hill-Rom Holdings, Inc., were cancelled in exchange for a cash payment of $156.00 per share of underlying common stock. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2021-12-13 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Hill-Rom Holdings, Inc. common stock.
F2: Pursuant to the Merger Agreement between Hill-Rom Holdings, Inc., Baxter International Inc. ("Baxter"), and a wholly-owned subsidiary of Baxter, these restricted stock units, which provided for vesting on the date of grant, with delivery of the underlying shares of common stock not occurring until the later of one year and a day from the date of grant, or the six-month anniversary of the date that the director ceases to be a member of the Board of Directors of Hill-Rom Holdings, Inc., were cancelled in exchange for a cash payment of $156.00 per share of underlying common stock.
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 |
|---|---|---|---|---|---|---|
| March 01, 2021 Filed Mar 3, 2021 21:31 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 11,533 | $0.00 Strike: $311.48 | $0.00 |
DisclosureSEC source: 0001156039-21-000024 · wf-form4_161480708330602.xml · derivative · entry 5 Norwood Felicia F · CIK 0001743548 · EVP & President, GBD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,533 Underlying: Common Stock · 11,533 shares Expires 2031-03-01 F4 · derivative.exercise_date: The option represents a right to purchase a total of 11,533 shares, and is exercisable in three annual installments, with two installments of 3,844 shares each and one installment of 3,845 shares, beginning on 3/1/2022, which is the one-year anniversary of the option grant date. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:31 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 11,831 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-21-000024 · wf-form4_161480708330602.xml · nonDerivative · entry 3 Norwood Felicia F · CIK 0001743548 · EVP & President, GBD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,849 F3 · shares: Represents performance based restricted share units. Restrictions lapse on 7/2/2021 Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:31 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 2,810 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-21-000024 · wf-form4_161480708330602.xml · nonDerivative · entry 2 Norwood Felicia F · CIK 0001743548 · EVP & President, GBD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,018 F2 · shares: Represents restricted share units. Restrictions lapse as follows: 936 shares on 3/1/2022, and 937 shares each on 3/1/2023 and 3/1/2024. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:31 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 220 | $311.48 | $68,525.60 |
DisclosureSEC source: 0001156039-21-000024 · wf-form4_161480708330602.xml · nonDerivative · entry 1 Norwood Felicia F · CIK 0001743548 · EVP & President, GBD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,208 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| December 30, 2020 Filed Jan 4, 2021 21:24 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 1,753 | $314.05 | $550,529.65 |
DisclosureSEC source: 0001156039-21-000004 · wf-form4_160979545097425.xml · nonDerivative · entry 1 Norwood Felicia F · CIK 0001743548 · EVP & President, GBD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,428 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| July 02, 2020 Filed Jul 7, 2020 20:32 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 231 | $267.00 | $61,677.00 |
DisclosureSEC source: 0001156039-20-000067 · wf-form4_159415396354746.xml · nonDerivative · entry 1 Norwood Felicia F · CIK 0001743548 · EVP & President, GBD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,181 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:45 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 15,926 | $0.00 Strike: $271.27 | $0.00 |
DisclosureSEC source: 0001127602-20-009444 · form4.xml · derivative · entry 3 Norwood Felicia F · CIK 0001743548 · EVP & President, GBD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,926 Underlying: Common Stock · 15,926 shares Expires 2030-03-02 F3 · derivative.exercise_date: The option represents a right to purchase a total of 15,926 shares, and is exercisable in three annual installments, with one installment of 5,308 shares and two installments of 5,309 shares each, beginning on 3/2/2021, which is the one-year anniversary of the option grant date. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:45 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 2,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009444 · form4.xml · nonDerivative · entry 2 Norwood Felicia F · CIK 0001743548 · EVP & President, GBD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,412 F2 · shares: Represents restricted share units. Restrictions lapse as follows: 998 shares on 3/2/2021, and 999 shares each on 3/2/2022 and 3/2/2023. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:45 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 219 | $271.27 | $59,408.13 |
DisclosureSEC source: 0001127602-20-009444 · form4.xml · nonDerivative · entry 1 Norwood Felicia F · CIK 0001743548 · EVP & President, GBD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,416 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| February 26, 2020 Filed Feb 26, 2020 16:47 UTC | Hill-Rom Holdings, Inc. HRC · Entity 132395 | GrantNon-Employee Restricted Stock Units (Deferred Stock Award) · Derivative | 1,842 | $0.00 | $0.00 |
DisclosureSEC source: 0000047518-20-000031 · wf-form4_158275364938451.xml · derivative · entry 2 Norwood Felicia F · CIK 0001743548 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,842 Underlying: Common Stock · 1,842 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · kind: Restricted stock units are entitled to dividend equivalent rights which accrue on dividend record dates. F3 · derivative.exercise_date: Restricted stock units vest on the date of grant, however delivery of the underlying shares of common stock will not occur until the later of one year and a day from the date of grant, or the six-month anniversary of the date that the Director ceases to be a member of the Board of Directors of the Company. F3 · derivative.expiration_date: Restricted stock units vest on the date of grant, however delivery of the underlying shares of common stock will not occur until the later of one year and a day from the date of grant, or the six-month anniversary of the date that the Director ceases to be a member of the Board of Directors of the Company. Read SEC document |
| December 30, 2019 Filed Jan 2, 2020 21:05 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 11,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-000126 · form4.xml · nonDerivative · entry 1 Norwood Felicia F · CIK 0001743548 · Exec VP & President, GBD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,635 F1 · shares: Represents restricted share units. Restrictions lapse as follows: 3,930 shares on 12/30/2020, and 3,931 shares each on 12/30/2021 and 12/30/2022. Read SEC document |
| July 02, 2019 Filed Jul 5, 2019 17:01 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 176 | $280.66 | $49,396.16 |
DisclosureSEC source: 0001127602-19-024046 · form4.xml · nonDerivative · entry 1 Norwood Felicia F · CIK 0001743548 · Exec VP & President, GBD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,843 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:11 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 10,313 | $0.00 Strike: $307.68 | $0.00 |
DisclosureSEC source: 0001127602-19-009907 · form4.xml · derivative · entry 2 Norwood Felicia F · CIK 0001743548 · Exec VP & President, GBD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,313 Underlying: Common Stock · 10,313 shares Expires 2029-03-01 F2 · derivative.exercise_date: The option represents a right to purchase a total of 10,313 shares, and is exercisable in three annual installments, with one installment of 3,437 shares and two installments of 3,438 shares each, beginning on 3/1/2020, which is the one-year anniversary of the option grant date. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:11 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 2,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-009907 · form4.xml · nonDerivative · entry 1 Norwood Felicia F · CIK 0001743548 · Exec VP & President, GBD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,019 F1 · shares: Represents restricted share units. Restrictions lapse as follows: 745 shares each on 3/1/2020, 3/1/2021 and 3/1/2022. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 20:16 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 7,516 | $0.00 Strike: $238.27 | $0.00 |
DisclosureSEC source: 0001127602-18-022829 · form4.xml · derivative · entry 2 Norwood Felicia F · CIK 0001743548 · Exec VP & President, GBD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,516 Underlying: Common Stock · 7,516 shares Expires 2028-07-02 F2 · derivative.exercise_date: The option represents a right to purchase a total of 7,516 shares, and is exercisable in three annual installments, with two installments of 2,505 shares each and one installment of 2,506 shares, beginning on July 2, 2019, which is the one-year anniversary of the option grant date. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 20:16 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 1,784 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-022829 · form4.xml · nonDerivative · entry 1 Norwood Felicia F · CIK 0001743548 · Exec VP & President, GBD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,784 F1 · shares: Represents restricted share units. Restrictions lapse as follows: 594 shares on 7/2/2019, and 595 shares each on 7/2/2020 and 7/2/2021. 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.