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 05, 2026 | March 09, 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 05, 2026 · Filed March 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 285,940.8054 |
Reported balance
After 2026-03-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-05 · Exercise / conversion · Acquired 101,035.4924 · Balance 285,940.8054 F1: These shares represent common stock of Wells Fargo & Company (the "Company") acquired on March 5, 2026 upon settlement of a Performance Share award granted on January 24, 2023 for the three-year performance period ended December 31, 2025, as previously disclosed on a Form 4 filed on February 27, 2026 (including reinvested dividend equivalents). F2: Includes shares acquired under a dividend reinvestment program since the reporting person's most recent filing on Form 4. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 235,241.7568 |
Reported balance
After 2026-03-05 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-03-05 · Tax withholding · Disposed 50,699.0486 · Balance 235,241.7568 |
| 2023 Performance SharesSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-03-05 · Exercise / conversion · Disposed 101,035.4924 · Balance 0 F4: Each Performance Share represents a contingent right to receive one share of Company common stock. F5: Represents the number of 2023 Performance Shares (including reinvested dividend equivalents) determined based on financial performance for the three-year performance period ended December 31, 2025 pursuant to the terms and conditions of a Performance Share award granted on January 24, 2023, which is exempt under Rule 16b-3(d). 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. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough 401(k) Plan | 893.67 |
Reported balance
Holding disclosure · report date 2026-03-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 893.67 F3: Reflects share equivalent of units in the Wells Fargo ESOP Fund under the 401(k) Plan (the "Plan") as of February 27, 2026, as if investable cash equivalents held by the Plan were fully invested in Company common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent common stock of Wells Fargo & Company (the "Company") acquired on March 5, 2026 upon settlement of a Performance Share award granted on January 24, 2023 for the three-year performance period ended December 31, 2025, as previously disclosed on a Form 4 filed on February 27, 2026 (including reinvested dividend equivalents).
F2: Includes shares acquired under a dividend reinvestment program since the reporting person's most recent filing on Form 4.
F3: Reflects share equivalent of units in the Wells Fargo ESOP Fund under the 401(k) Plan (the "Plan") as of February 27, 2026, as if investable cash equivalents held by the Plan were fully invested in Company common stock.
F4: Each Performance Share represents a contingent right to receive one share of Company common stock.
F5: Represents the number of 2023 Performance Shares (including reinvested dividend equivalents) determined based on financial performance for the three-year performance period ended December 31, 2025 pursuant to the terms and conditions of a Performance Share award granted on January 24, 2023, which is exempt under Rule 16b-3(d). 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.
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 |
|---|---|---|---|---|---|---|
| January 23, 2024 Filed Jan 26, 2024 01:38 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 60,549 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-002193 · form4.xml · derivative · entry 3 Sommers Barry · CIK 0001816316 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,549 Underlying: Common Stock, $1 2/3 Par Value · 60,549 shares Expires not disclosed F3 · derivative.exercise_price: Each Restricted Share Right ("RSR") represents a contingent right to receive one share of Company common stock. F4 · derivative.exercise_date: These RSRs vest in three installments: one-third on 2/5/2025, 2/5/2026, and 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: one-third on 2/5/2025, 2/5/2026, and 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, 2023 Filed Feb 7, 2023 20:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 17,407.7344 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-003740 · form4.xml · derivative · entry 7 Sommers Barry · CIK 0001816316 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,813.4211 Underlying: Common Stock, $1 2/3 Par Value · 17,407.7344 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. F4 · derivative.exercise_price: Each RSR represents a contingent right to receive one share of Company common stock. F6 · derivative.exercise_date: These RSRs vest in three installments: one-third on 2/5/2023, 2/5/2024, and 2/5/2025. 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. F6 · derivative.expiration_date: These RSRs vest in three installments: one-third on 2/5/2023, 2/5/2024, and 2/5/2025. 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, 2023 Filed Feb 7, 2023 20:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 15,161.5072 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-003740 · form4.xml · derivative · entry 6 Sommers Barry · CIK 0001816316 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,161.507 Underlying: Common Stock, $1 2/3 Par Value · 15,161.5072 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. F4 · derivative.exercise_price: Each RSR represents a contingent right to receive one share of Company common stock. F5 · derivative.exercise_date: These RSRs vest in three installments: one-third on 2/5/2022, 2/5/2023 and 2/5/2024. 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 2/5/2022, 2/5/2023 and 2/5/2024. 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, 2023 Filed Feb 7, 2023 20:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 8,887.7344 | $47.58 | $422,878.40 |
DisclosureSEC source: 0001127602-23-003740 · form4.xml · nonDerivative · entry 4 Sommers Barry · CIK 0001816316 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,224 Read SEC document |
| February 05, 2023 Filed Feb 7, 2023 20:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 17,407.7344 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-003740 · form4.xml · nonDerivative · entry 3 Sommers Barry · CIK 0001816316 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,111.7344 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, 2023. Original grant date was January 25, 2022. This vesting represents one-third of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| February 05, 2023 Filed Feb 7, 2023 20:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 7,740.5072 | $47.58 | $368,293.33 |
DisclosureSEC source: 0001127602-23-003740 · form4.xml · nonDerivative · entry 2 Sommers Barry · CIK 0001816316 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,704 Read SEC document |
| February 05, 2023 Filed Feb 7, 2023 20:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 15,161.5072 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-003740 · form4.xml · nonDerivative · entry 1 Sommers Barry · CIK 0001816316 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,444.5072 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, 2023. Original grant date was January 26, 2021. This vesting represents one-third of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| January 24, 2023 Filed Jan 26, 2023 23:01 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 66,563 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-002367 · form4.xml · derivative · entry 3 Sommers Barry · CIK 0001816316 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,563 Underlying: Common Stock, $1 2/3 Par Value · 66,563 shares Expires not disclosed F3 · derivative.exercise_price: Each Restricted Share Right ("RSR") represents a contingent right to receive one share of Company common stock. F4 · derivative.exercise_date: These RSRs vest in three installments: one-third on 2/5/2024, 2/5/2025, and 2/5/2026. 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: one-third on 2/5/2024, 2/5/2025, and 2/5/2026. 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, 2022 Filed Feb 8, 2022 18:35 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 14,806.3851 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003684 · form4.xml · derivative · entry 3 Sommers Barry · CIK 0001816316 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,612.7702 Underlying: Common Stock, $1 2/3 Par Value · 14,806.3851 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: one-third on 2/5/2022, 2/5/2023 and 2/5/2024. 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 2/5/2022, 2/5/2023 and 2/5/2024. 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, 2022 Filed Feb 8, 2022 18:35 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 7,559.3851 | $56.33 | $425,820.16 |
DisclosureSEC source: 0001127602-22-003684 · form4.xml · nonDerivative · entry 2 Sommers Barry · CIK 0001816316 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,247 Read SEC document |
| February 05, 2022 Filed Feb 8, 2022 18:35 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 14,806.3851 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003684 · form4.xml · nonDerivative · entry 1 Sommers Barry · CIK 0001816316 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,806.3851 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, 2022. Original grant date was January 26, 2021. This vesting represents one-third of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| January 25, 2022 Filed Jan 27, 2022 22:13 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 50,998 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-002279 · form4.xml · derivative · entry 1 Sommers Barry · CIK 0001816316 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,998 Underlying: Common Stock, $1 2/3 Par Value · 50,998 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 2/5/2023, 2/5/2024, and 2/5/2025. 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 2/5/2023, 2/5/2024, and 2/5/2025. 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 |
| January 26, 2021 Filed Jan 28, 2021 22:46 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 43,818 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002889 · form4.xml · derivative · entry 1 Sommers Barry · CIK 0001816316 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,818 Underlying: Common Stock, $1 2/3 Par Value · 43,818 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 2/5/2022, 2/5/2023 and 2/5/2024. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for at least 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 2/5/2022, 2/5/2023 and 2/5/2024. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for at least one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy. 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.