Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | Sr. EVP and General Counsel | 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 | 217,115.9164 |
Ending reported balance
After 2026-03-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-05 · Exercise / conversion · Acquired 97,258.9754 · Balance 266,755.3705 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). Row 2 · 2026-03-05 · Tax withholding · Disposed 49,639.4541 · Balance 217,115.9164 |
| 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 97,258.9754 · Balance 0 F3: Each Performance Share represents a contingent right to receive one share of Company common stock. F4: 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 | 1,292.3 |
Reported balance
Holding disclosure · report date 2026-03-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,292.3 F2: 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: 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.
F3: Each Performance Share represents a contingent right to receive one share of Company common stock.
F4: 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 |
|---|---|---|---|---|---|---|
| February 05, 2023 Filed Feb 7, 2023 20:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 10,554.4992 | $47.58 | $502,183.07 |
DisclosureSEC source: 0001127602-23-003718 · form4.xml · nonDerivative · entry 2 Patterson Ellen R · CIK 0001807816 · Sr. EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,795 Read SEC document |
| February 05, 2023 Filed Feb 7, 2023 20:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 20,674.4992 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-003718 · form4.xml · nonDerivative · entry 1 Patterson Ellen R · CIK 0001807816 · Sr. EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,349.4992 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 22:51 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 64,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-002356 · form4.xml · derivative · entry 3 Patterson Ellen R · CIK 0001807816 · Sr. EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,075 Underlying: Common Stock, $1 2/3 Par Value · 64,075 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Share Right ("RSR") represents a contingent right to receive one share of Company common stock. F3 · 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. F3 · 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 |
| December 22, 2022 Filed Apr 28, 2023 01:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | SaleCommon Stock, $1 2/3 Par Value | 2 | $40.64 | $81.28 |
DisclosureSEC source: 0001127602-23-013704 · form4.xml · nonDerivative · entry 3 Patterson Ellen R · CIK 0001807816 · Sr. EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,149 F1 · kind: The above transactions were made in a managed account at the discretion of a third-party investment advisory firm. The shares in these transactions were omitted from Form 4s filed by the Reporting Person after such transactions. Read SEC document |
| November 08, 2022 Filed Apr 28, 2023 01:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | PurchaseCommon Stock, $1 2/3 Par Value | 8 | $47.20 | $377.60 |
DisclosureSEC source: 0001127602-23-013704 · form4.xml · nonDerivative · entry 2 Patterson Ellen R · CIK 0001807816 · Sr. EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,151 F1 · kind: The above transactions were made in a managed account at the discretion of a third-party investment advisory firm. The shares in these transactions were omitted from Form 4s filed by the Reporting Person after such transactions. Read SEC document |
| July 27, 2022 Filed Apr 28, 2023 01:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | PurchaseCommon Stock, $1 2/3 Par Value | 89 | $42.86 | $3,814.54 |
DisclosureSEC source: 0001127602-23-013704 · form4.xml · nonDerivative · entry 1 Patterson Ellen R · CIK 0001807816 · Sr. EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,143 F1 · kind: The above transactions were made in a managed account at the discretion of a third-party investment advisory firm. The shares in these transactions were omitted from Form 4s filed by the Reporting Person after such transactions. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 16:35 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 26,482.8677 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009607 · form4.xml · derivative · entry 4 Patterson Ellen R · CIK 0001807816 · Sr. EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,482.8674 Underlying: Common Stock, $1 2/3 Par Value · 26,482.8677 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 3/15/2021, 3/15/2022, and 3/15/2023. 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 3/15/2021, 3/15/2022, and 3/15/2023. 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 |
| March 15, 2022 Filed Mar 17, 2022 16:35 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 13,519.8677 | $50.11 | $677,480.57 |
DisclosureSEC source: 0001127602-22-009607 · form4.xml · nonDerivative · entry 2 Patterson Ellen R · CIK 0001807816 · Sr. EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,675 Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 16:35 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 26,482.8677 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009607 · form4.xml · nonDerivative · entry 1 Patterson Ellen R · CIK 0001807816 · Sr. EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,194.8677 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 March 15, 2022. Original grant date was March 30, 2020. This vesting represents one-third of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). F2 · balance_after: Includes 49 shares acquired through Wells Fargo & Company's (the "Company") dividend reinvestment plan on 3/1/2022. Read SEC document |
| February 05, 2022 Filed Feb 8, 2022 18:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 20,191.2623 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003673 · form4.xml · derivative · entry 4 Patterson Ellen R · CIK 0001807816 · Sr. EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,380.4973 Underlying: Common Stock, $1 2/3 Par Value · 20,191.2623 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 Company common stock. F4 · 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. F4 · 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 18:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 10,308.2623 | $56.33 | $580,664.42 |
DisclosureSEC source: 0001127602-22-003673 · form4.xml · nonDerivative · entry 2 Patterson Ellen R · CIK 0001807816 · Sr. EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,663 Read SEC document |
| February 05, 2022 Filed Feb 8, 2022 18:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 20,191.2623 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003673 · form4.xml · nonDerivative · entry 1 Patterson Ellen R · CIK 0001807816 · Sr. EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,971.2623 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 21:46 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 41,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-002268 · form4.xml · derivative · entry 3 Patterson Ellen R · CIK 0001807816 · Sr. EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,053 Underlying: Common Stock, $1 2/3 Par Value · 41,053 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Share Right ("RSR") represents a contingent right to receive one share of Company common stock. F3 · 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. F3 · 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 |
| March 15, 2021 Filed Mar 17, 2021 17:10 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 26,066.3465 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-010974 · form4.xml · derivative · entry 3 Patterson Ellen R · CIK 0001807816 · Sr. EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,130.6337 Underlying: Common Stock, $1 2/3 Par Value · 26,066.3465 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 3/15/2021, 3/15/2022, and 3/15/2023. 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 3/15/2021, 3/15/2022, and 3/15/2023. 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 |
| March 15, 2021 Filed Mar 17, 2021 17:10 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 13,286.3465 | $39.70 | $527,467.96 |
DisclosureSEC source: 0001127602-21-010974 · form4.xml · nonDerivative · entry 2 Patterson Ellen R · CIK 0001807816 · Sr. EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,780 Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 17:10 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 26,066.3465 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-010974 · form4.xml · nonDerivative · entry 1 Patterson Ellen R · CIK 0001807816 · Sr. EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,066.3465 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 March 15, 2021. Original grant date was March 30, 2020. This vesting represents one-third of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| January 26, 2021 Filed Jan 28, 2021 22:28 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 59,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002863 · form4.xml · derivative · entry 1 Patterson Ellen R · CIK 0001807816 · Sr. EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,752 Underlying: Common Stock, $1 2/3 Par Value · 59,752 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 |
| March 30, 2020 Filed Apr 1, 2020 18:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 75,958 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-012379 · form4.xml · derivative · entry 1 Patterson Ellen R · CIK 0001807816 · Sr. EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,958 Underlying: Common Stock, $1 2/3 Par Value · 75,958 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 3/15/2021, 3/15/2022, and 3/15/2023. 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 equal to at least 50% of the after-tax shares (assuming a 50% tax rate) acquired upon vesting. F2 · derivative.expiration_date: These RSRs vest in three installments: one-third on 3/15/2021, 3/15/2022, and 3/15/2023. 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 equal to at least 50% of the after-tax shares (assuming a 50% tax rate) acquired upon vesting. 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.