Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 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.
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 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-28 · Grant · Acquired 3,436 · Balance 17,851.9647 F2: 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: Each Common Stock Unit represents a right to receive one share of Company common stock. F4: Includes dividend equivalents reinvested in additional Common Stock Units. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 28,540.387 |
Reported balance
Holding disclosure · report date 2026-04-28 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 28,540.387 F1: Includes shares acquired under a dividend reinvestment program since the reporting person's most recent filing on Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares acquired under a dividend reinvestment program since the reporting person's most recent filing on Form 4.
F2: 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: Each Common Stock Unit represents a right to receive one share of Company common stock.
F4: Includes dividend equivalents reinvested in additional Common Stock Units.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
EVO Payments, Inc.
Report date March 24, 2023 · Filed March 28, 2023
Section 16 reporting ended · disclosed 2023-03-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-03-24 transaction · row 1
1 source rowRow 1 · 2023-03-24 · Disposition to issuer · Disposed 21,187 · Balance 0 F1: As of the Transaction Date and pursuant to a merger agreement between the Issuer and Global Payments Inc. (the "Merger Agreement"), RSUs (which would have vested on the first anniversary of 3/3/2023) and vested shares were canceled in exchange for a cash payment representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-03-24 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-03-24 · Disposition to issuer · Disposed 4,437 · Balance 0 F2: Upon vesting, restricted stock units convert to shares of Issuer common stock on a one-for-one basis. F1: As of the Transaction Date and pursuant to a merger agreement between the Issuer and Global Payments Inc. (the "Merger Agreement"), RSUs (which would have vested on the first anniversary of 3/3/2023) and vested shares were canceled in exchange for a cash payment representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: As of the Transaction Date and pursuant to a merger agreement between the Issuer and Global Payments Inc. (the "Merger Agreement"), RSUs (which would have vested on the first anniversary of 3/3/2023) and vested shares were canceled in exchange for a cash payment representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement.
F2: Upon vesting, restricted stock units convert to shares of Issuer common stock on a one-for-one basis.
SUNTRUST BANKS INC
Report date December 06, 2019 · Filed December 09, 2019
Section 16 reporting ended · disclosed 2019-12-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 1
1 source rowRow 1 · 2019-12-06 · Disposition to issuer · Disposed 195,156.926 · Balance 0 F1: Disposed of in connection with the Agreement and Plan of Merger by and between SunTrust Banks, Inc. ("SunTrust") and BB&T, dated February 7, 2019 and amended as of June 14, 2019 (the "Merger Agreement"), pursuant to which SunTrust merged with and into BB&T, effective December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was exchanged for 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of SunTrust common stock. |
| Common StockSEC Table I · non-derivative | Indirect401(k) | 0 |
Reported balance
After 2019-12-06 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2019-12-06 · Disposition to issuer · Disposed 1,317.1791 · Balance 0 F1: Disposed of in connection with the Agreement and Plan of Merger by and between SunTrust Banks, Inc. ("SunTrust") and BB&T, dated February 7, 2019 and amended as of June 14, 2019 (the "Merger Agreement"), pursuant to which SunTrust merged with and into BB&T, effective December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was exchanged for 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of SunTrust common stock. F2: Because the stock fund component of the 401(k) Plan is accounted for in unit accounting, the number of share equivalents varies based on the closing price of SunTrust stock on the applicable measurement date. |
| OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $27.41 · Expires 2023-02-26 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-12-06 · Disposition to issuer · Disposed 14,949 · Balance 0 F4: This option was replaced with an option to purchase 19,358 shares of BB&T common stock at an exercise price of $21.17 per share. F3: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding and unexercised option to purchase shares of SunTrust common stock automatically converted into an option to purchase shares of BB&T common stock, with the number of underlying shares and the exercise price determined as set forth in the Merger Agreement. Each option to purchase shares of BB&T common stock is subject to the same terms and conditions (including vesting and exercisability terms) as the corresponding option to purchase shares of SunTrust common stock immediately prior to the effective time of the Merger. |
| OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $27.41 · Expires 2023-02-26 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-12-06 · Disposition to issuer · Disposed 14,949 · Balance 0 F4: This option was replaced with an option to purchase 19,358 shares of BB&T common stock at an exercise price of $21.17 per share. F3: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding and unexercised option to purchase shares of SunTrust common stock automatically converted into an option to purchase shares of BB&T common stock, with the number of underlying shares and the exercise price determined as set forth in the Merger Agreement. Each option to purchase shares of BB&T common stock is subject to the same terms and conditions (including vesting and exercisability terms) as the corresponding option to purchase shares of SunTrust common stock immediately prior to the effective time of the Merger. |
| OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $27.41 · Expires 2023-02-26 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-12-06 · Disposition to issuer · Disposed 14,948 · Balance 0 F5: This option was replaced with an option to purchase 19,357 shares of BB&T common stock at an exercise price of $21.17 per share. F3: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding and unexercised option to purchase shares of SunTrust common stock automatically converted into an option to purchase shares of BB&T common stock, with the number of underlying shares and the exercise price determined as set forth in the Merger Agreement. Each option to purchase shares of BB&T common stock is subject to the same terms and conditions (including vesting and exercisability terms) as the corresponding option to purchase shares of SunTrust common stock immediately prior to the effective time of the Merger. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2020-02-14 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-12-06 · Disposition to issuer · Disposed 2,951.836 · Balance 0 F6: Represents time-vested restricted stock units, each convertible into one share of SunTrust common stock, under SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested retricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F7: These time-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 3,823 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2020-02-13 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2019-12-06 · Disposition to issuer · Disposed 4,690.207 · Balance 0 F6: Represents time-vested restricted stock units, each convertible into one share of SunTrust common stock, under SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested retricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F8: These time-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 6,074 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2021-02-13 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2019-12-06 · Disposition to issuer · Disposed 4,689.145 · Balance 0 F6: Represents time-vested restricted stock units, each convertible into one share of SunTrust common stock, under SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested retricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F9: These time-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 6,072 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2020-02-08 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2019-12-06 · Disposition to issuer · Disposed 18,916.467 · Balance 0 F6: Represents time-vested restricted stock units, each convertible into one share of SunTrust common stock, under SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested retricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F10: These time-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 24,497 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2021-02-08 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2019-12-06 · Disposition to issuer · Disposed 18,915.436 · Balance 0 F6: Represents time-vested restricted stock units, each convertible into one share of SunTrust common stock, under SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested retricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F11: These time-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 24,495 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2022-02-08 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2019-12-06 · Disposition to issuer · Disposed 18,915.436 · Balance 0 F6: Represents time-vested restricted stock units, each convertible into one share of SunTrust common stock, under SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested retricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F12: These time-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 24,495 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2019-02-09 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2019-12-06 · Disposition to issuer · Disposed 3,799.864 · Balance 0 F13: Represents performance-vested restricted stock units, each convertible into one share of SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. The performance-vesting conditions applicable to these restricted stock units have been previously satisfied but, in accordance with terms of the award agreement governing these restricted stock units, the amount listed is subject to a one-year deferral beginning on February 9, 2019. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust performance-vested restricted stock unit automatically converted into a BB&T restricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. F14: Each BB&T restricted stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust performance-based restricted stock units immediately prior to the effective time of the Merger. F15: These performance-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate 4,921 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2019-12-06 · Disposition to issuer · Disposed 2,600.8022 · Balance 0 F16: Represents phantom stock units under the SunTrust Banks, Inc. Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the underlying number of shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. F17: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 3,368 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2020-02-09 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2019-12-06 · Disposition to issuer · Disposed 50,262.307 · Balance 0 F6: Represents time-vested restricted stock units, each convertible into one share of SunTrust common stock, under SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested retricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F18: These time-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate 65,090 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2020-02-14 | Direct | 30,764.834 |
Reported balance
After 2019-12-06 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2019-12-06 · Grant · Acquired 30,764.834 · Balance 30,764.834 F19: Represents performance-vested restricted stock units, each convertible into one share of SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Transaction represents the satisfaction of all performance vesting conditions in connection with the Merger pursuant to the terms of the Merger Agreement. Awards remain subject to service-based vesting requirements, including a one-year deferral for awards as a result of performance-vesting conditions being met in excess of 130% of target. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2021-02-13 | Direct | 43,390.834 |
Reported balance
After 2019-12-06 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2019-12-06 · Grant · Acquired 43,390.834 · Balance 43,390.834 F19: Represents performance-vested restricted stock units, each convertible into one share of SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Transaction represents the satisfaction of all performance vesting conditions in connection with the Merger pursuant to the terms of the Merger Agreement. Awards remain subject to service-based vesting requirements, including a one-year deferral for awards as a result of performance-vesting conditions being met in excess of 130% of target. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2020-02-14 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · 2019-12-06 · Disposition to issuer · Disposed 30,764.834 · Balance 0 F20: Represents performance-vested restricted stock units, each convertible into one share of SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust performance-vested restricted stock unit automatically converted into a BB&T restricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T restricted stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust performance-vested restricted stock unit immediately prior to the effective time of the Merger. F21: These performance-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 39,840 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2021-02-13 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · 2019-12-06 · Disposition to issuer · Disposed 43,390.834 · Balance 0 F20: Represents performance-vested restricted stock units, each convertible into one share of SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust performance-vested restricted stock unit automatically converted into a BB&T restricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T restricted stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust performance-vested restricted stock unit immediately prior to the effective time of the Merger. F22: These performance-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 56,191 shares of BB&T common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of in connection with the Agreement and Plan of Merger by and between SunTrust Banks, Inc. ("SunTrust") and BB&T, dated February 7, 2019 and amended as of June 14, 2019 (the "Merger Agreement"), pursuant to which SunTrust merged with and into BB&T, effective December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was exchanged for 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of SunTrust common stock.
F2: Because the stock fund component of the 401(k) Plan is accounted for in unit accounting, the number of share equivalents varies based on the closing price of SunTrust stock on the applicable measurement date.
F3: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding and unexercised option to purchase shares of SunTrust common stock automatically converted into an option to purchase shares of BB&T common stock, with the number of underlying shares and the exercise price determined as set forth in the Merger Agreement. Each option to purchase shares of BB&T common stock is subject to the same terms and conditions (including vesting and exercisability terms) as the corresponding option to purchase shares of SunTrust common stock immediately prior to the effective time of the Merger.
F4: This option was replaced with an option to purchase 19,358 shares of BB&T common stock at an exercise price of $21.17 per share.
F5: This option was replaced with an option to purchase 19,357 shares of BB&T common stock at an exercise price of $21.17 per share.
F6: Represents time-vested restricted stock units, each convertible into one share of SunTrust common stock, under SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested retricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger.
F7: These time-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 3,823 shares of BB&T common stock.
F8: These time-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 6,074 shares of BB&T common stock.
F9: These time-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 6,072 shares of BB&T common stock.
F10: These time-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 24,497 shares of BB&T common stock.
F11: These time-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 24,495 shares of BB&T common stock.
F12: These time-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 24,495 shares of BB&T common stock.
F13: Represents performance-vested restricted stock units, each convertible into one share of SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. The performance-vesting conditions applicable to these restricted stock units have been previously satisfied but, in accordance with terms of the award agreement governing these restricted stock units, the amount listed is subject to a one-year deferral beginning on February 9, 2019. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust performance-vested restricted stock unit automatically converted into a BB&T restricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement.
F14: Each BB&T restricted stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust performance-based restricted stock units immediately prior to the effective time of the Merger.
F15: These performance-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate 4,921 shares of BB&T common stock.
F16: Represents phantom stock units under the SunTrust Banks, Inc. Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the underlying number of shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger.
F17: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 3,368 shares of BB&T common stock.
F18: These time-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate 65,090 shares of BB&T common stock.
F19: Represents performance-vested restricted stock units, each convertible into one share of SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Transaction represents the satisfaction of all performance vesting conditions in connection with the Merger pursuant to the terms of the Merger Agreement. Awards remain subject to service-based vesting requirements, including a one-year deferral for awards as a result of performance-vesting conditions being met in excess of 130% of target.
F20: Represents performance-vested restricted stock units, each convertible into one share of SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust performance-vested restricted stock unit automatically converted into a BB&T restricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T restricted stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust performance-vested restricted stock unit immediately prior to the effective time of the Merger.
F21: These performance-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 39,840 shares of BB&T common stock.
F22: These performance-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 56,191 shares of BB&T 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 |
|---|---|---|---|---|---|---|
| April 28, 2026 Filed Apr 30, 2026 20:36 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock Units · Derivative | 3,436 | $81.50 | $280,034.00 |
DisclosureSEC source: 0000072971-26-000222 · form4.xml · derivative · entry 2 Chancy Mark A · CIK 0001300651 · 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 F2 · 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. F3 · derivative.exercise_price: Each Common Stock Unit represents a right to receive one share of Company common stock. F2 · 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. F2 · 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. F4 · balance_after: Includes dividend equivalents reinvested in additional Common Stock Units. Read SEC document |
| April 29, 2025 Filed May 1, 2025 21:25 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock Units · Derivative | 3,728 | $71.10 | $265,060.80 |
DisclosureSEC source: 0001127602-25-012984 · form4.xml · derivative · entry 2 Chancy Mark A · CIK 0001300651 · 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 |
| March 01, 2025 Filed Mar 4, 2025 21:58 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionPhantom Stock Units · Derivative | 2,725 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007948 · form4.xml · derivative · entry 2 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 2,725 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company (the "Company") common stock. F3 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F3 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:58 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 2,725 | $78.32 | $213,422.00 |
DisclosureSEC source: 0001127602-25-007948 · form4.xml · nonDerivative · entry 1 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,506.9506 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes shares acquired under a dividend reinvestment program since the reporting person's most recent filing on Form 4. Read SEC document |
| April 30, 2024 Filed May 2, 2024 20:29 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock Units · Derivative | 4,046 | $59.32 | $240,008.72 |
DisclosureSEC source: 0001127602-24-013992 · form4.xml · derivative · entry 2 Chancy Mark A · CIK 0001300651 · 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 |
| March 01, 2024 Filed Mar 6, 2024 01:34 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionPhantom Stock Units · Derivative | 3,253 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-026692 · ownership.xml · derivative · entry 2 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,661.8232 Underlying: Common Stock, $1 2/3 Par Value · 3,253 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Company common stock. F3 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F3 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 01:34 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 3,253 | $55.06 | $179,110.18 |
DisclosureSEC source: 0000950170-24-026692 · ownership.xml · nonDerivative · entry 1 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,704.609 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 0.410 shares acquired on 3/1/2024 through Wells Fargo & Company's (the "Company") dividend reinvestment plan. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 21:58 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 558.716 | $49.22 | $27,500.00 |
DisclosureSEC source: 0001127602-24-000526 · form4.xml · derivative · entry 2 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,876.3517 Underlying: Common Stock, $1 2/3 Par Value · 558.716 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Company common stock. F3 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F3 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 21:11 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 673.0298 | $40.86 | $27,500.00 |
DisclosureSEC source: 0001127602-23-025299 · form4.xml · derivative · entry 2 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,276.6135 Underlying: Common Stock, $1 2/3 Par Value · 673.0298 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Company common stock. F3 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F3 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 20:59 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 644.3299 | $42.68 | $27,500.00 |
DisclosureSEC source: 0001127602-23-020155 · form4.xml · derivative · entry 2 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,565.2207 Underlying: Common Stock, $1 2/3 Par Value · 644.3299 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Company common stock. F3 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F3 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| April 25, 2023 Filed Apr 27, 2023 21:12 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock Units · Derivative | 5,919 | $40.55 | $240,015.45 |
DisclosureSEC source: 0001127602-23-013663 · form4.xml · derivative · entry 2 Chancy Mark A · CIK 0001300651 · 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 |
| April 01, 2023 Filed Apr 4, 2023 15:58 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 735.6875 | $37.38 | $27,500.00 |
DisclosureSEC source: 0001127602-23-012052 · form4.xml · derivative · entry 2 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,891.7465 Underlying: Common Stock, $1 2/3 Par Value · 735.6875 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 |
| March 24, 2023 Filed Mar 28, 2023 21:16 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Disposition to issuerRestricted Stock Units · Derivative | 4,437 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-009874 · doc4.xml · derivative · entry 2 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,437 shares Expires not disclosed F2 · derivative.exercise_price: Upon vesting, restricted stock units convert to shares of Issuer common stock on a one-for-one basis. F1 · price: As of the Transaction Date and pursuant to a merger agreement between the Issuer and Global Payments Inc. (the "Merger Agreement"), RSUs (which would have vested on the first anniversary of 3/3/2023) and vested shares were canceled in exchange for a cash payment representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement. F1 · derivative.exercise_date: As of the Transaction Date and pursuant to a merger agreement between the Issuer and Global Payments Inc. (the "Merger Agreement"), RSUs (which would have vested on the first anniversary of 3/3/2023) and vested shares were canceled in exchange for a cash payment representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement. F1 · derivative.expiration_date: As of the Transaction Date and pursuant to a merger agreement between the Issuer and Global Payments Inc. (the "Merger Agreement"), RSUs (which would have vested on the first anniversary of 3/3/2023) and vested shares were canceled in exchange for a cash payment representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement. Read SEC document |
| March 24, 2023 Filed Mar 28, 2023 21:16 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Disposition to issuerClass A Common Stock | 21,187 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-009874 · doc4.xml · nonDerivative · entry 1 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: As of the Transaction Date and pursuant to a merger agreement between the Issuer and Global Payments Inc. (the "Merger Agreement"), RSUs (which would have vested on the first anniversary of 3/3/2023) and vested shares were canceled in exchange for a cash payment representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement. Read SEC document |
| March 03, 2023 Filed Mar 6, 2023 18:15 UTC | EVO Payments, Inc. EVOP · Entity 115052 | GrantRestricted Stock Units · Derivative | 4,437 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-23-004342 · form4-03062023_110329.xml · derivative · entry 1 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,437 Underlying: Class A Common Stock, par value $0.0001 per share · 4,437 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to acquire one share of Class A common stock, par value $0.0001 per share, of EVO Payments, Inc. The RSUs will cliff vest on March 3, 2024. F1 · price: Each restricted stock unit ("RSU") represents the right to acquire one share of Class A common stock, par value $0.0001 per share, of EVO Payments, Inc. The RSUs will cliff vest on March 3, 2024. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents the right to acquire one share of Class A common stock, par value $0.0001 per share, of EVO Payments, Inc. The RSUs will cliff vest on March 3, 2024. F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents the right to acquire one share of Class A common stock, par value $0.0001 per share, of EVO Payments, Inc. The RSUs will cliff vest on March 3, 2024. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionPhantom Stock Units · Derivative | 8,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008790 · form4.xml · derivative · entry 2 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,156.059 Underlying: Common Stock, $1 2/3 Par Value · 8,253 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Company common stock. F3 · derivative.exercise_date: Deferred compensation shares payable based upon director's election. F3 · derivative.expiration_date: Deferred compensation shares payable based upon director's election. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 8,253 | $46.68 | $385,250.04 |
DisclosureSEC source: 0001127602-23-008790 · form4.xml · nonDerivative · entry 1 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,386.255 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 86.515 shares acquired on 3/1/2023 through Wells Fargo & Company's (the "Company") dividend reinvestment plan. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 18:46 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Exercise / conversionRestricted Stock Units · Derivative | 6,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-003538 · form4-02282023_110250.xml · derivative · entry 2 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 6,332 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents vesting of restricted stock units ("RSUs") granted on February 24, 2022. Each RSU converts into one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"), of EVO Payments, Inc. (the "Issuer") on a one-for-one basis. F1 · derivative.exercise_date: Represents vesting of restricted stock units ("RSUs") granted on February 24, 2022. Each RSU converts into one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"), of EVO Payments, Inc. (the "Issuer") on a one-for-one basis. F1 · derivative.expiration_date: Represents vesting of restricted stock units ("RSUs") granted on February 24, 2022. Each RSU converts into one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"), of EVO Payments, Inc. (the "Issuer") on a one-for-one basis. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 18:46 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Exercise / conversionClass A Common Stock | 6,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-003538 · form4-02282023_110250.xml · nonDerivative · entry 1 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,187 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents vesting of restricted stock units ("RSUs") granted on February 24, 2022. Each RSU converts into one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"), of EVO Payments, Inc. (the "Issuer") on a one-for-one basis. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 16:58 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 739.6869 | $41.29 | $30,541.67 |
DisclosureSEC source: 0001127602-23-000289 · form4.xml · derivative · entry 2 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,334.3997 Underlying: Common Stock, $1 2/3 Par Value · 739.6869 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Company common stock. F3 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F3 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 15:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 776.9766 | $40.22 | $31,250.00 |
DisclosureSEC source: 0001127602-22-023369 · form4.xml · derivative · entry 2 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,527.3309 Underlying: Common Stock, $1 2/3 Par Value · 776.9766 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Company common stock. F3 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F3 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 15:51 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 782.8156 | $39.92 | $31,250.00 |
DisclosureSEC source: 0001127602-22-018884 · form4.xml · derivative · entry 2 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,683.8744 Underlying: Common Stock, $1 2/3 Par Value · 782.8156 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Company common stock. F3 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F3 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| April 26, 2022 Filed Apr 28, 2022 16:41 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 5,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-012629 · form4.xml · nonDerivative · entry 1 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,797.22 Read SEC document |
| April 01, 2022 Filed Apr 1, 2022 23:42 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 805.7894 | $48.71 | $39,250.00 |
DisclosureSEC source: 0001127602-22-010961 · form4.xml · derivative · entry 2 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,852.055 Underlying: Common Stock, $1 2/3 Par Value · 805.7894 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 |
| March 01, 2022 Filed Mar 3, 2022 17:29 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionPhantom Stock Units · Derivative | 7,515 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-007889 · form4.xml · derivative · entry 2 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,046.2656 Underlying: Common Stock, $1 2/3 Par Value · 7,515 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Company common stock. F3 · derivative.exercise_date: Deferred compensation shares payable based upon director's election. F3 · derivative.expiration_date: Deferred compensation shares payable based upon director's election. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 17:29 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 7,515 | $50.29 | $377,929.35 |
DisclosureSEC source: 0001127602-22-007889 · form4.xml · nonDerivative · entry 1 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,413.22 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. F1 · balance_after: Includes 1.41 shares acquired on 3/1/2022 through Wells Fargo & Company's (the "Company") dividend reinvestment plan. Read SEC document |
| February 26, 2022 Filed Feb 28, 2022 20:52 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Exercise / conversionRestricted Stock Units · Derivative | 4,910 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-001746 · edgar.xml · derivative · entry 3 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,910 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents vesting of restricted stock units ("RSUs") granted on February 26, 2021. Each RSU converts into one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"), of EVO Payments, Inc. (the "Issuer") on a one-for-one basis. F1 · derivative.exercise_date: Represents vesting of restricted stock units ("RSUs") granted on February 26, 2021. Each RSU converts into one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"), of EVO Payments, Inc. (the "Issuer") on a one-for-one basis. F1 · derivative.expiration_date: Represents vesting of restricted stock units ("RSUs") granted on February 26, 2021. Each RSU converts into one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"), of EVO Payments, Inc. (the "Issuer") on a one-for-one basis. Read SEC document |
| February 26, 2022 Filed Feb 28, 2022 20:52 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Exercise / conversionClass A Common Stock | 4,910 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-001746 · edgar.xml · nonDerivative · entry 1 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,855 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents vesting of restricted stock units ("RSUs") granted on February 26, 2021. Each RSU converts into one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"), of EVO Payments, Inc. (the "Issuer") on a one-for-one basis. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 20:52 UTC | EVO Payments, Inc. EVOP · Entity 115052 | GrantRestricted Stock Units · Derivative | 6,332 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-22-001746 · edgar.xml · derivative · entry 2 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,332 Underlying: Class A Common Stock · 6,332 shares Expires not disclosed F2 · derivative.exercise_price: Each RSU represents the right to acquire one share of Class A Common Stock. The RSUs will cliff vest on February 24, 2023. F2 · price: Each RSU represents the right to acquire one share of Class A Common Stock. The RSUs will cliff vest on February 24, 2023. F2 · derivative.exercise_date: Each RSU represents the right to acquire one share of Class A Common Stock. The RSUs will cliff vest on February 24, 2023. F2 · derivative.expiration_date: Each RSU represents the right to acquire one share of Class A Common Stock. The RSUs will cliff vest on February 24, 2023. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 17:14 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 776.3651 | $47.98 | $37,250.00 |
DisclosureSEC source: 0001127602-22-000283 · form4.xml · derivative · entry 2 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,483.6065 Underlying: Common Stock, $1 2/3 Par Value · 776.3651 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Company common stock. F3 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F3 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 16:07 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,175.0319 | $47.02 | $55,250.00 |
DisclosureSEC source: 0001127602-21-026622 · form4.xml · derivative · entry 2 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,645.1985 Underlying: Common Stock, $1 2/3 Par Value · 1,175.0319 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Company common stock. F3 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F3 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 21:19 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 952.4334 | $45.41 | $43,250.00 |
DisclosureSEC source: 0001127602-21-021320 · form4.xml · derivative · entry 2 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,408.4479 Underlying: Common Stock, $1 2/3 Par Value · 952.4334 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Company common stock. F3 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F3 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| April 27, 2021 Filed Apr 29, 2021 17:19 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 3,993 | $45.09 | $180,044.37 |
DisclosureSEC source: 0001127602-21-014630 · form4.xml · derivative · entry 2 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,429.7138 Underlying: Common Stock, $1 2/3 Par Value · 3,993 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 01, 2021 Filed Apr 5, 2021 18:53 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,040.8781 | $39.63 | $41,250.00 |
DisclosureSEC source: 0001127602-21-012995 · form4.xml · derivative · entry 2 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,436.7138 Underlying: Common Stock, $1 2/3 Par Value · 1,040.8781 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Company common stock. F3 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F3 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 20:26 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Exercise / conversionRestricted Stock Units · Derivative | 4,945 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-002593 · edgar.xml · derivative · entry 3 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,945 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents vesting of restricted stock units ("RSUs") granted on March 1, 2020. Each RSU converts into one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"), of EVO Payments, Inc. (the "Issuer") on a one-for-one basis. F1 · derivative.exercise_date: Represents vesting of restricted stock units ("RSUs") granted on March 1, 2020. Each RSU converts into one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"), of EVO Payments, Inc. (the "Issuer") on a one-for-one basis. F1 · derivative.expiration_date: Represents vesting of restricted stock units ("RSUs") granted on March 1, 2020. Each RSU converts into one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"), of EVO Payments, Inc. (the "Issuer") on a one-for-one basis. Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 20:26 UTC | EVO Payments, Inc. EVOP · Entity 115052 | Exercise / conversionClass A Common Stock | 4,945 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-002593 · edgar.xml · nonDerivative · entry 1 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,945 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents vesting of restricted stock units ("RSUs") granted on March 1, 2020. Each RSU converts into one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"), of EVO Payments, Inc. (the "Issuer") on a one-for-one basis. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 20:26 UTC | EVO Payments, Inc. EVOP · Entity 115052 | GrantRestricted Stock Units · Derivative | 4,910 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-002593 · edgar.xml · derivative · entry 2 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,910 Underlying: Class A Common Stock · 4,910 shares Expires not disclosed F2 · derivative.exercise_price: Each RSU represents the right to acquire one share of Class A Common Stock. The RSUs will cliff vest on February 26, 2022. F2 · price: Each RSU represents the right to acquire one share of Class A Common Stock. The RSUs will cliff vest on February 26, 2022. F2 · derivative.exercise_date: Each RSU represents the right to acquire one share of Class A Common Stock. The RSUs will cliff vest on February 26, 2022. F2 · derivative.expiration_date: Each RSU represents the right to acquire one share of Class A Common Stock. The RSUs will cliff vest on February 26, 2022. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 21:57 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,366.7992 | $30.18 | $41,250.00 |
DisclosureSEC source: 0001127602-21-000662 · form4.xml · derivative · entry 2 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,375.9492 Underlying: Common Stock, $1 2/3 Par Value · 1,366.7992 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 |
| October 01, 2020 Filed Oct 2, 2020 21:30 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 586.8107 | $23.56 | $13,825.26 |
DisclosureSEC source: 0001127602-20-026359 · form4.xml · derivative · entry 2 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,987.8107 Underlying: Common Stock, $1 2/3 Par Value · 586.8107 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 |
| August 20, 2020 Filed Aug 21, 2020 22:53 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 5,401 | $23.75 | $128,273.75 |
DisclosureSEC source: 0001127602-20-024082 · form4.xml · derivative · entry 2 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,401 Underlying: Common Stock, $1 2/3 Par Value · 5,401 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 |
| August 20, 2020 Filed Aug 21, 2020 22:53 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 284 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-024082 · form4.xml · nonDerivative · entry 1 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 893 Read SEC document |
| May 12, 2020 Filed May 14, 2020 16:46 UTC | EVO Payments, Inc. EVOP · Entity 115052 | PurchaseClass A Common Stock | 5,000 | $20.32 | $101,600.00 |
DisclosureSEC source: 0001179110-20-005994 · edgar.xml · nonDerivative · entry 1 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $20.15 to $20.54, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 16:32 UTC | EVO Payments, Inc. EVOP · Entity 115052 | GrantRestricted Stock Units · Derivative | 4,945 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-20-002832 · edgar.xml · derivative · entry 1 Chancy Mark A · CIK 0001300651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,945 Underlying: Class A Common Stock, par value $0.0001 per share · 4,945 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to acquire one share of Class A common stock, par value $0.0001 per share, of EVO Payments, Inc. The RSUs will cliff vest on March 1, 2021. F1 · price: Each restricted stock unit ("RSU") represents the right to acquire one share of Class A common stock, par value $0.0001 per share, of EVO Payments, Inc. The RSUs will cliff vest on March 1, 2021. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents the right to acquire one share of Class A common stock, par value $0.0001 per share, of EVO Payments, Inc. The RSUs will cliff vest on March 1, 2021. F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents the right to acquire one share of Class A common stock, par value $0.0001 per share, of EVO Payments, Inc. The RSUs will cliff vest on March 1, 2021. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 16:10 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock Units · Derivative | 43,390.834 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000229 · edgar.xml · derivative · entry 18 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 43,390.834 shares Expires 2021-02-13 F20 · derivative.exercise_price: Represents performance-vested restricted stock units, each convertible into one share of SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust performance-vested restricted stock unit automatically converted into a BB&T restricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T restricted stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust performance-vested restricted stock unit immediately prior to the effective time of the Merger. F22 · price: These performance-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 56,191 shares of BB&T common stock. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 16:10 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock Units · Derivative | 30,764.834 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000229 · edgar.xml · derivative · entry 17 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,764.834 shares Expires 2020-02-14 F20 · derivative.exercise_price: Represents performance-vested restricted stock units, each convertible into one share of SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust performance-vested restricted stock unit automatically converted into a BB&T restricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T restricted stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust performance-vested restricted stock unit immediately prior to the effective time of the Merger. F21 · price: These performance-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 39,840 shares of BB&T common stock. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 16:10 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock Units · Derivative | 43,390.834 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000229 · edgar.xml · derivative · entry 16 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,390.834 Underlying: Common Stock · 43,390.834 shares Expires 2021-02-13 F19 · derivative.exercise_price: Represents performance-vested restricted stock units, each convertible into one share of SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Transaction represents the satisfaction of all performance vesting conditions in connection with the Merger pursuant to the terms of the Merger Agreement. Awards remain subject to service-based vesting requirements, including a one-year deferral for awards as a result of performance-vesting conditions being met in excess of 130% of target. F19 · price: Represents performance-vested restricted stock units, each convertible into one share of SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Transaction represents the satisfaction of all performance vesting conditions in connection with the Merger pursuant to the terms of the Merger Agreement. Awards remain subject to service-based vesting requirements, including a one-year deferral for awards as a result of performance-vesting conditions being met in excess of 130% of target. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 16:10 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock Units · Derivative | 30,764.834 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000229 · edgar.xml · derivative · entry 15 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,764.834 Underlying: Common Stock · 30,764.834 shares Expires 2020-02-14 F19 · derivative.exercise_price: Represents performance-vested restricted stock units, each convertible into one share of SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Transaction represents the satisfaction of all performance vesting conditions in connection with the Merger pursuant to the terms of the Merger Agreement. Awards remain subject to service-based vesting requirements, including a one-year deferral for awards as a result of performance-vesting conditions being met in excess of 130% of target. F19 · price: Represents performance-vested restricted stock units, each convertible into one share of SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Transaction represents the satisfaction of all performance vesting conditions in connection with the Merger pursuant to the terms of the Merger Agreement. Awards remain subject to service-based vesting requirements, including a one-year deferral for awards as a result of performance-vesting conditions being met in excess of 130% of target. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 16:10 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock Units · Derivative | 50,262.307 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000229 · edgar.xml · derivative · entry 14 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,262.307 shares Expires 2020-02-09 F6 · derivative.exercise_price: Represents time-vested restricted stock units, each convertible into one share of SunTrust common stock, under SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested retricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F18 · price: These time-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate 65,090 shares of BB&T common stock. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 16:10 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock Units · Derivative | 2,600.8022 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000229 · edgar.xml · derivative · entry 13 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,600.8022 shares Expires not disclosed F16 · derivative.exercise_price: Represents phantom stock units under the SunTrust Banks, Inc. Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the underlying number of shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. F17 · price: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 3,368 shares of BB&T common stock. F16 · derivative.exercise_date: Represents phantom stock units under the SunTrust Banks, Inc. Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the underlying number of shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. F16 · derivative.expiration_date: Represents phantom stock units under the SunTrust Banks, Inc. Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the underlying number of shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 16:10 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock Units · Derivative | 3,799.864 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000229 · edgar.xml · derivative · entry 12 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,799.864 shares Expires 2019-02-09 F13 · derivative.exercise_price: Represents performance-vested restricted stock units, each convertible into one share of SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. The performance-vesting conditions applicable to these restricted stock units have been previously satisfied but, in accordance with terms of the award agreement governing these restricted stock units, the amount listed is subject to a one-year deferral beginning on February 9, 2019. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust performance-vested restricted stock unit automatically converted into a BB&T restricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. F14 · derivative.exercise_price: Each BB&T restricted stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust performance-based restricted stock units immediately prior to the effective time of the Merger. F15 · price: These performance-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate 4,921 shares of BB&T common stock. 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.