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 15, 2018 Filed Feb 20, 2018 16:48 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 32,705 | $56.16 | $1,836,712.80 |
DisclosureSEC source: 0001209191-18-011391 · doc4.xml · nonDerivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,974 F1 · shares: Shares withheld in payment of tax liability incident to vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| September 01, 2017 Filed Sep 6, 2017 16:30 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 139,679 | $52.33 | $7,309,402.07 |
DisclosureSEC source: 0001209191-17-051626 · doc4.xml · nonDerivative · entry 1 Engle Bridget E. · CIK 0001709119 · Sr. Exec. VP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,679 F1 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation Long-Term Incentive Plan. Units scheduled to vest as follows: 71,633 units on 02/15/2018; 49,694 units on 02/15/2019; and 18,352 on 02/15/2020. Vested units will be settled in Common Stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.