Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | Sr. Executive Vice President | March 16, 2026 | March 17, 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 March 16, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Preferred Shares, Series BBSEC Table I · non-derivative | IndirectBy Spouse | 0 |
Reported balance
After 2026-03-16 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-03-16 · Other · Disposed 39 · Balance 0 F1: Depository shares, each representing a 1/25th interest in a share of Wells Fargo & Company 3.90% Fixed Rate Reset Non-Cumulative Perpetual Class A Preferred Stock, Series BB, were called for redemption by the issuer at a price equal to their face value. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 121,515.051 |
Reported balance
Holding disclosure · report date 2026-03-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 121,515.051 |
| Preferred Shares, Series EESEC Table I · non-derivative | IndirectBy Spouse | 100 |
Reported balance
Holding disclosure · report date 2026-03-16 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 100 |
Filing footnotes · ownership attribution and instrument terms
F1: Depository shares, each representing a 1/25th interest in a share of Wells Fargo & Company 3.90% Fixed Rate Reset Non-Cumulative Perpetual Class A Preferred Stock, Series BB, were called for redemption by the issuer at a price equal to their face value.
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 16, 2026 Filed Mar 17, 2026 20:37 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | OtherPreferred Shares, Series BB | 39 | $1,000.00 | $39,000.00 |
DisclosureSEC source: 0000072971-26-000189 · form4.xml · nonDerivative · entry 1 Rivas Fernando · CIK 0002023221 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 0 F1 · kind: Depository shares, each representing a 1/25th interest in a share of Wells Fargo & Company 3.90% Fixed Rate Reset Non-Cumulative Perpetual Class A Preferred Stock, Series BB, were called for redemption by the issuer at a price equal to their face value. Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 22:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 20,659.2612 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-26-000115 · form4.xml · derivative · entry 8 Rivas Fernando · CIK 0002023221 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,318.5223 Underlying: Common Stock, $1 2/3 Par Value · 20,659.2612 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each RSR represents a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock. F5 · derivative.exercise_date: These RSRs vest in three installments: one-third on 2/5/2026, 2/5/2027, and 2/5/2028. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy. F5 · derivative.expiration_date: These RSRs vest in three installments: one-third on 2/5/2026, 2/5/2027, and 2/5/2028. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy. Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 22:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 132,501.9505 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-26-000115 · form4.xml · derivative · entry 7 Rivas Fernando · CIK 0002023221 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,612.8839 Underlying: Common Stock, $1 2/3 Par Value · 132,501.9505 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each RSR represents a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock. F4 · derivative.exercise_date: These RSRs vest in three installments: 30% on 2/5/2025, 45% on 2/5/2026, and 25% on 2/5/2027. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy. F4 · derivative.expiration_date: These RSRs vest in three installments: 30% on 2/5/2025, 45% on 2/5/2026, and 25% on 2/5/2027. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy. Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 22:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 8,936.0566 | $93.14 | $832,304.31 |
DisclosureSEC source: 0000072971-26-000115 · form4.xml · nonDerivative · entry 4 Rivas Fernando · CIK 0002023221 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,515.051 Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 22:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 20,659.2612 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-26-000115 · form4.xml · nonDerivative · entry 3 Rivas Fernando · CIK 0002023221 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,451.1076 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Number of shares represents a RSR vesting on February 5, 2026. Original grant date was January 28, 2025. This vesting represents one-third of the original amount of RSRs granted (plus reinvested dividend equivalents). Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 22:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 67,642.2124 | $93.14 | $6,300,195.66 |
DisclosureSEC source: 0000072971-26-000115 · form4.xml · nonDerivative · entry 2 Rivas Fernando · CIK 0002023221 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,791.8464 Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 22:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 132,501.9505 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-26-000115 · form4.xml · nonDerivative · entry 1 Rivas Fernando · CIK 0002023221 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,434.0588 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Number of shares represents a Restricted Share Right ("RSR") vesting on February 5, 2026. Original grant date was June 25, 2024. This vesting represents 45% of the original amount of RSRs granted (plus reinvested dividend equivalents). Read SEC document |
| January 27, 2026 Filed Jan 29, 2026 23:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 81,868 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-26-000079 · form4.xml · derivative · entry 4 Rivas Fernando · CIK 0002023221 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,868 Underlying: Common Stock, $1 2/3 Par Value · 81,868 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Share Right ("RSR") represents a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock. F3 · derivative.exercise_date: These RSRs vest in three installments: one-third on 2/5/2027, 2/5/2028, and 2/5/2029. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy. F3 · derivative.expiration_date: These RSRs vest in three installments: one-third on 2/5/2027, 2/5/2028, and 2/5/2029. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 21:29 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | OtherPreferred Shares, Series U | 46 | $1,000.00 | $46,000.00 |
DisclosureSEC source: 0001127602-25-017789 · form4.xml · nonDerivative · entry 1 Rivas Fernando · CIK 0002023221 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 0 F1 · kind: Depository shares, each representing a 1/25th interest in a share of Wells Fargo & Company 5.875% Fixed-to-Floating Rate Non-Cumulative Perpetual Class A Preferred Stock, Series U, were called for redemption by the issuer at a price equal to their face value. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 23:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 86,486.3762 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-003640 · form4.xml · derivative · entry 6 Rivas Fernando · CIK 0002023221 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 201,802.2192 Underlying: Common Stock, $1 2/3 Par Value · 86,486.3762 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSR represents a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock. F3 · derivative.exercise_date: These RSRs vest in three installments: 30% on 2/5/2025, 45% on 2/5/2026, and 25% on 2/5/2027. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy. F3 · derivative.expiration_date: These RSRs vest in three installments: 30% on 2/5/2025, 45% on 2/5/2026, and 25% on 2/5/2027. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 23:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 42,263.7969 | $79.47 | $3,358,703.94 |
DisclosureSEC source: 0001127602-25-003640 · form4.xml · nonDerivative · entry 2 Rivas Fernando · CIK 0002023221 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,222.5793 Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 23:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 86,486.3762 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-003640 · form4.xml · nonDerivative · entry 1 Rivas Fernando · CIK 0002023221 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,486.3762 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Number of shares represents a Restricted Share Right ("RSR") vesting on February 5, 2025. Original grant date was June 25, 2024. This vesting represents 30% of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| January 28, 2025 Filed Jan 30, 2025 22:00 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 60,681 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-002497 · form4.xml · derivative · entry 5 Rivas Fernando · CIK 0002023221 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,681 Underlying: Common Stock, $1 2/3 Par Value · 60,681 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Share Right ("RSR") represents a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock. F2 · derivative.exercise_date: These RSRs vest in three installments: one-third on 2/5/2026, 2/5/2027, and 2/5/2028. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy. F2 · derivative.expiration_date: These RSRs vest in three installments: one-third on 2/5/2026, 2/5/2027, and 2/5/2028. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy. Read SEC document |
| June 25, 2024 Filed Jun 27, 2024 20:14 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 284,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-019326 · form4.xml · derivative · entry 5 Rivas Fernando · CIK 0002023221 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 284,834 Underlying: Common Stock, $1 2/3 Par Value · 284,834 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Share Right ("RSR") represents a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock. F2 · derivative.exercise_date: These RSRs vest in three installments: 30% on 2/5/2025, 45% on 2/5/2026, and 25% on 2/5/2027. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy. F2 · derivative.expiration_date: These RSRs vest in three installments: 30% on 2/5/2025, 45% on 2/5/2026, and 25% on 2/5/2027. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy. Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 20:42 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | OtherPreferred Shares, Series S | 28 | $25.00 | $700.00 |
DisclosureSEC source: 0001127602-24-018918 · form4.xml · nonDerivative · entry 1 Rivas Fernando · CIK 0002023221 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 0 F1 · kind: Depository shares, each representing a 1/1,000th interest in a share of Wells Fargo & Company 5.90% Fixed-to-Floating Rate Non-Cumulative Perpetual Class A Preferred Stock, Series S, were called for redemption by the issuer at a price equal to their face value. 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.