Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bank of New York Mellon CorpBK · Entity 2899 | Sr. Exec. Vice President | February 24, 2023 | February 28, 2023 |
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | Sr. Executive Vice President | February 26, 2026 | February 27, 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.
Bank of New York Mellon Corp
Report date February 24, 2023 · Filed February 28, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 132,829.677 |
Ending reported balance
After 2023-02-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-02-24 · Grant · Acquired 43,324.508 · Balance 154,947.677 F1: Represents Performance Share Units granted in February 2020 (including units from reinvested dividend equivalents) for which performance goals have been achieved, as certified on February 24, 2023. Each unit represents the right to one share of the issuer's common stock. Row 2 · 2023-02-24 · Tax withholding · Disposed 22,118 · Balance 132,829.677 F2: Shares withheld in payment of tax liability. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Performance Share Units granted in February 2020 (including units from reinvested dividend equivalents) for which performance goals have been achieved, as certified on February 24, 2023. Each unit represents the right to one share of the issuer's common stock.
F2: Shares withheld in payment of tax liability.
WELLS FARGO & COMPANY/MN
Report date February 26, 2026 · Filed February 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 83,478.3301 |
Reported balance
After 2026-02-26 transaction · row 1
1 source rowRow 1 · 2026-02-26 · Sale · Disposed 30,000 · Balance 83,478.3301 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.00 to $87.24, inclusive. The reporting person undertakes to provide to Wells Fargo & Company (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.00 to $87.24, inclusive. The reporting person undertakes to provide to Wells Fargo & Company (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4.
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 26, 2026 Filed Feb 27, 2026 21:23 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | SaleCommon Stock, $1 2/3 Par Value | 30,000 | $87.10 | $2,613,000.00 |
DisclosureSEC source: 0000072971-26-000140 · form4.xml · nonDerivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,478.3301 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.00 to $87.24, inclusive. The reporting person undertakes to provide to Wells Fargo & Company (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 21:58 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 11,406.6658 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-26-000108 · form4.xml · derivative · entry 9 Engle Bridget E. · CIK 0001709119 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,813.3315 Underlying: Common Stock, $1 2/3 Par Value · 11,406.6658 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 Wells Fargo & Company (the "Company") common stock. F7 · 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. F7 · 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 21:58 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 2,787.3201 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-26-000108 · form4.xml · derivative · entry 8 Engle Bridget E. · CIK 0001709119 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 476.98 Underlying: Common Stock, $1 2/3 Par Value · 2,787.3201 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 Wells Fargo & Company (the "Company") common stock. F6 · derivative.exercise_date: These RSRs vest in three installments: 59% on 2/5/2025, 35% on 2/5/2026, and 6% 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. F6 · derivative.expiration_date: These RSRs vest in three installments: 59% on 2/5/2025, 35% on 2/5/2026, and 6% 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 21:58 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 100,851.9877 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-26-000108 · form4.xml · derivative · entry 7 Engle Bridget E. · CIK 0001709119 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,986.0213 Underlying: Common Stock, $1 2/3 Par Value · 100,851.9877 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 Wells Fargo & Company (the "Company") common stock. F5 · derivative.exercise_date: These RSRs vest in three installments: 36% on 2/5/2025, 34% on 2/5/2026, and 30% 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. F5 · derivative.expiration_date: These RSRs vest in three installments: 36% on 2/5/2025, 34% on 2/5/2026, and 30% 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 21:58 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 5,820.3783 | $93.14 | $542,110.03 |
DisclosureSEC source: 0000072971-26-000108 · form4.xml · nonDerivative · entry 6 Engle Bridget E. · CIK 0001709119 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,478.3301 Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 21:58 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 11,406.6658 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-26-000108 · form4.xml · nonDerivative · entry 5 Engle Bridget E. · CIK 0001709119 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,298.7084 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 · 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 21:58 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 1,010.0966 | $93.14 | $94,080.40 |
DisclosureSEC source: 0000072971-26-000108 · form4.xml · nonDerivative · entry 4 Engle Bridget E. · CIK 0001709119 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,892.0426 Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 21:58 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 2,787.3201 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-26-000108 · form4.xml · nonDerivative · entry 3 Engle Bridget E. · CIK 0001709119 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,902.1392 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 December 10, 2024. This vesting represents 35% of the original amount of RSRs granted (plus reinvested dividend equivalents). Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 21:58 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 50,273.4862 | $93.14 | $4,682,472.50 |
DisclosureSEC source: 0000072971-26-000108 · form4.xml · nonDerivative · entry 2 Engle Bridget E. · CIK 0001709119 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,114.8191 Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 21:58 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 100,851.9877 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-26-000108 · form4.xml · nonDerivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,388.3053 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 October 22, 2024. This vesting represents 34% of the original amount of RSRs granted (plus reinvested dividend equivalents). Read SEC document |
| January 27, 2026 Filed Jan 29, 2026 22:39 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 41,428 | $0.00 | $0.00 |
DisclosureSEC source: 0000072971-26-000065 · form4.xml · derivative · entry 2 Engle Bridget E. · CIK 0001709119 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,428 Underlying: Common Stock, $1 2/3 Par Value · 41,428 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 |
| February 05, 2025 Filed Feb 7, 2025 22:53 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 4,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-003626 · form4.xml · derivative · entry 6 Engle Bridget E. · CIK 0001709119 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,196 Underlying: Common Stock, $1 2/3 Par Value · 4,600 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: 59% on 2/5/2025, 35% on 2/5/2026, and 6% 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. F5 · derivative.expiration_date: These RSRs vest in three installments: 59% on 2/5/2025, 35% on 2/5/2026, and 6% 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 22:53 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 104,550.1678 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-003626 · form4.xml · derivative · entry 5 Engle Bridget E. · CIK 0001709119 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,865.9597 Underlying: Common Stock, $1 2/3 Par Value · 104,550.1678 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: 36% on 2/5/2025, 34% on 2/5/2026, and 30% 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: 36% on 2/5/2025, 34% on 2/5/2026, and 30% 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 22:53 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 2,348.2999 | $79.47 | $186,619.39 |
DisclosureSEC source: 0001127602-25-003626 · form4.xml · nonDerivative · entry 4 Engle Bridget E. · CIK 0001709119 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,230.2699 Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 22:53 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 4,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-003626 · form4.xml · nonDerivative · entry 3 Engle Bridget E. · CIK 0001709119 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,578.5698 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, 2025. Original grant date was December 10, 2024. This vesting represents 59% of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 22:53 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 51,571.598 | $79.47 | $4,098,394.89 |
DisclosureSEC source: 0001127602-25-003626 · form4.xml · nonDerivative · entry 2 Engle Bridget E. · CIK 0001709119 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,978.5698 Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 22:53 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 104,550.1678 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-003626 · form4.xml · nonDerivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,550.1678 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 October 22, 2024. This vesting represents 36% of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| January 28, 2025 Filed Jan 30, 2025 21:55 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 33,504 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-002492 · form4.xml · derivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,504 Underlying: Common Stock, $1 2/3 Par Value · 33,504 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 |
| December 10, 2024 Filed Dec 12, 2024 22:40 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 7,796 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-029286 · form4.xml · derivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,796 Underlying: Common Stock, $1 2/3 Par Value · 7,796 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: 59% on 2/5/2025, 35% on 2/5/2026, and 6% 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: 59% on 2/5/2025, 35% on 2/5/2026, and 6% 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 |
| October 22, 2024 Filed Oct 24, 2024 20:42 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 288,899 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-025911 · form4.xml · derivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 288,899 Underlying: Common Stock, $1 2/3 Par Value · 288,899 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: 36% on 2/5/2025, 34% on 2/5/2026, and 30% 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: 36% on 2/5/2025, 34% on 2/5/2026, and 30% 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 24, 2023 Filed Feb 28, 2023 16:18 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 22,118 | $50.46 | $1,116,074.28 |
DisclosureSEC source: 0001209191-23-013649 · doc4.xml · nonDerivative · entry 2 Engle Bridget E. · CIK 0001709119 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,829.677 F2 · shares: Shares withheld in payment of tax liability. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 16:18 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 43,324.508 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-013649 · doc4.xml · nonDerivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,947.677 F1 · shares: Represents Performance Share Units granted in February 2020 (including units from reinvested dividend equivalents) for which performance goals have been achieved, as certified on February 24, 2023. Each unit represents the right to one share of the issuer's common stock. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 16:09 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 5,052 | $51.77 | $261,542.04 |
DisclosureSEC source: 0001209191-23-010516 · doc4.xml · nonDerivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,623.169 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 16:08 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 42,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009707 · doc4.xml · nonDerivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,675.169 F1 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation 2019 Long-Term Incentive Plan. Units scheduled to vest in annual increments of one-third beginning on February 15, 2024. Vested units will be settled in Common Stock. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 16:09 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 20,627 | $51.40 | $1,060,227.80 |
DisclosureSEC source: 0001209191-23-009100 · doc4.xml · nonDerivative · entry 2 Engle Bridget E. · CIK 0001709119 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,963.169 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 16:09 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 2,848 | $51.40 | $146,387.20 |
DisclosureSEC source: 0001209191-23-009100 · doc4.xml · nonDerivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,590.169 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 08, 2023 Filed Feb 10, 2023 16:21 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 4,448 | $51.78 | $230,317.44 |
DisclosureSEC source: 0001209191-23-008367 · doc4.xml · nonDerivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,438.169 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| May 10, 2022 Filed May 12, 2022 16:20 UTC | Bank of New York Mellon Corp BK · Entity 2899 | SaleCommon Stock | 44,135 | $42.82 | $1,889,772.43 |
DisclosureSEC source: 0001209191-22-028545 · doc4.xml · nonDerivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,886.169 F1 · price: Represents the weighted average price of shares sold with actual prices ranging from 42.69 to 42.98. Upon request by the SEC staff, the issuer, or any security holder of the issuer, the reporting person will provide full information regarding the number of shares sold at each separate price within this range. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 16:37 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 16,390.915 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012244 · doc4.xml · nonDerivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,021.169 F1 · shares: Represents Performance Share Units granted in February 2019 (including units from reinvested dividend equivalents) for which performance goals have been achieved, as certified on February 18, 2022. Each unit represents the right to one share of the issuer's common stock. F2 · balance_after: Total reflects an adjustment for updated withholding amount on previously disclosed RSU vesting. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 16:13 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 4,648 | $62.33 | $289,709.84 |
DisclosureSEC source: 0001209191-22-009759 · doc4.xml · nonDerivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,448.254 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 16:21 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 3,394 | $63.47 | $215,417.18 |
DisclosureSEC source: 0001209191-22-009244 · doc4.xml · nonDerivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,096.254 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 16:16 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 4,415 | $63.62 | $280,882.30 |
DisclosureSEC source: 0001209191-22-008424 · doc4.xml · nonDerivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,490.254 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 17:02 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 29,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-008065 · doc4.xml · nonDerivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,905.254 F1 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation 2019 Long-Term Incentive Plan. Units scheduled to vest in annual increments of one-third beginning on February 15, 2023. Vested units will be settled in Common Stock. Read SEC document |
| April 30, 2021 Filed May 4, 2021 16:31 UTC | Bank of New York Mellon Corp BK · Entity 2899 | SaleCommon Stock | 23,720 | $49.92 | $1,184,066.82 |
DisclosureSEC source: 0001209191-21-029898 · doc4.xml · nonDerivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,218.254 F1 · price: Represents the weighted average price of shares sold with actual prices ranging from $49.77 to $50.065. Upon request by the SEC staff, the issuer, or any security holder of the issuer, the reporting person will provide full information regarding the number of shares sold at each separate price within this range. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 16:37 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 3,501 | $42.16 | $147,602.16 |
DisclosureSEC source: 0001209191-21-016039 · doc4.xml · nonDerivative · entry 2 Engle Bridget E. · CIK 0001709119 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,938.254 F2 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 16:37 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 9,223.254 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016039 · doc4.xml · nonDerivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,439.254 F1 · shares: Represents Performance Shares Units granted in February 2018 (including units from reinvested dividend equivalents) for which performance goals have been achieved, as certified on February 19, 2021. Each unit represents the right to one share of the issuer's common stock. The Performance Share Unit Award vested on February 26, 2021. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 16:16 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 3,163 | $42.13 | $133,257.19 |
DisclosureSEC source: 0001209191-21-010712 · doc4.xml · nonDerivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,216 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 16:11 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 2,873 | $41.74 | $119,919.02 |
DisclosureSEC source: 0001209191-21-010111 · doc4.xml · nonDerivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,379 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 16:30 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 36,092 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-009252 · doc4.xml · nonDerivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,252 F1 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation 2019 Long-Term Incentive Plan. Units scheduled to vest in annual increments of one-third beginning on the first anniversary of the award. Vested units will be settled in Common Stock. Read SEC document |
| April 17, 2020 Filed Apr 21, 2020 16:42 UTC | Bank of New York Mellon Corp BK · Entity 2899 | SaleCommon Stock | 37,913 | $37.53 | $1,422,821.81 |
DisclosureSEC source: 0001209191-20-025279 · doc4.xml · nonDerivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,160 F1 · price: Represents the weighted average price of shares sold with actual prices ranging from $37.48 to $37.56. Upon request by the SEC staff, the issuer, or any security holder of the issuer, the reporting person will provide full information regarding the number of shares sold at each separate price within this range. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 16:27 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 3,501 | $41.37 | $144,836.37 |
DisclosureSEC source: 0001209191-20-013852 · doc4.xml · nonDerivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,073 F1 · shares: Shares withheld in payment of tax liability incident to vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 16:50 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 7,463 | $45.90 | $342,551.70 |
DisclosureSEC source: 0001209191-20-010605 · doc4.xml · nonDerivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,574 F1 · shares: Shares withheld in payment of tax liability incident to vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 16:31 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 3,219 | $46.42 | $149,425.98 |
DisclosureSEC source: 0001209191-20-009204 · doc4.xml · nonDerivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,037 F1 · shares: Shares withheld in payment of tax liability incident to vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 16:40 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 40,404 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008768 · doc4.xml · nonDerivative · entry 2 Engle Bridget E. · CIK 0001709119 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,256 F2 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation 2019 Long-Term Incentive Plan. Units cliff vest in three years from grant date. Vested units will be settled in Common Stock. Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 16:40 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 23,203 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008768 · doc4.xml · nonDerivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,852 F1 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation 2019 Long-Term Incentive Plan. Units scheduled to vest in annual increments of one-third beginning on the first anniversary of the award. Vested units will be settled in Common Stock. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 16:42 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 3,501 | $53.04 | $185,693.04 |
DisclosureSEC source: 0001209191-19-014518 · doc4.xml · nonDerivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,649 F1 · shares: Shares withheld in payment of tax liability incident to vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 16:31 UTC | Bank of New York Mellon Corp BK · Entity 2899 | SaleCommon Stock | 22,670 | $52.99 | $1,201,283.30 |
DisclosureSEC source: 0001209191-19-011553 · doc4.xml · nonDerivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,150 F1 · shares: Shares withheld in payment of tax liability incident to vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 21:34 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 26,243 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009970 · doc4.xml · nonDerivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,820 F1 · shares: Award of Restricted Stock Units as a portion of the Reporting Person's annual incentive. Units vest in annual increments of one-third beginning on the first anniversary of the award. All or a portion of the units may be forfeited prior to vesting based on ongoing risk-based adjustment provisions. Vested units will be settled in Common Stock. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 16:30 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 20,531 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-014523 · doc4.xml · nonDerivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,577 F1 · shares: Award of Restricted Stock Units as a portion of the Reporting Person's annual incentive. Units vest in annual increments of one-third beginning on the first anniversary of the award. All or a portion of the units may be forfeited prior to vesting based on ongoing risk-based adjustment provisions. Vested units will be settled in Common Stock. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 16:35 UTC | Bank of New York Mellon Corp BK · Entity 2899 | SaleCommon Stock | 38,928 | $56.62 | $2,203,947.65 |
DisclosureSEC source: 0001209191-18-013378 · doc4.xml · nonDerivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,046 F1 · price: Represents the weighted average price of shares sold with actual prices ranging from $56.495 to $56.72. Upon request by the SEC staff, the issuer, or any security holder of the issuer, the reporting person will provide full information regarding the number of shares sold at each separate price within this range. 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.