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, 2025 | March 07, 2025 |
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, 2025 · Filed March 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 244,902.1395 |
Reported balance
After 2025-03-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-03-05 · Exercise / conversion · Acquired 56,770.6625 · Balance 244,902.1395 F1: These shares represent common stock of Wells Fargo & Company (the "Company") acquired on March 5, 2025 upon settlement of a Performance Share award granted on January 25, 2022 for the three-year performance period ended December 31, 2024, as previously disclosed on a Form 4 filed on February 26, 2025 (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 | 215,883.816 |
Reported balance
After 2025-03-05 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-03-05 · Tax withholding · Disposed 29,018.3235 · Balance 215,883.816 |
| 2022 Performance SharesSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-03-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-03-05 · Exercise / conversion · Disposed 56,770.6625 · Balance 0 F3: Each Performance Share represents a contingent right to receive one share of Company common stock upon vesting. F4: Represents the number of 2022 Performance Shares (including reinvested dividend equivalents) determined based on financial performance for the three-year performance period ended December 31, 2024 pursuant to the terms and conditions of a Performance Share award granted on January 25, 2022, 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. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent common stock of Wells Fargo & Company (the "Company") acquired on March 5, 2025 upon settlement of a Performance Share award granted on January 25, 2022 for the three-year performance period ended December 31, 2024, as previously disclosed on a Form 4 filed on February 26, 2025 (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: Each Performance Share represents a contingent right to receive one share of Company common stock upon vesting.
F4: Represents the number of 2022 Performance Shares (including reinvested dividend equivalents) determined based on financial performance for the three-year performance period ended December 31, 2024 pursuant to the terms and conditions of a Performance Share award granted on January 25, 2022, 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, 2022 Filed Feb 8, 2022 19:00 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 76,260.6996 | $56.33 | $4,295,765.21 |
DisclosureSEC source: 0001127602-22-003692 · form4.xml · nonDerivative · entry 4 Williams Ather III · CIK 0001829737 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,664 Read SEC document |
| February 05, 2022 Filed Feb 8, 2022 19:00 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 149,382.6996 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003692 · form4.xml · nonDerivative · entry 3 Williams Ather III · CIK 0001829737 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,924.6996 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, 2022. Original grant date was November 17, 2020. This vesting represents 60% of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| February 05, 2022 Filed Feb 8, 2022 19:00 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 10,994.468 | $56.33 | $619,318.38 |
DisclosureSEC source: 0001127602-22-003692 · form4.xml · nonDerivative · entry 2 Williams Ather III · CIK 0001829737 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,542 Read SEC document |
| February 05, 2022 Filed Feb 8, 2022 19:00 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 21,536.468 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003692 · form4.xml · nonDerivative · entry 1 Williams Ather III · CIK 0001829737 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,536.468 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 22:36 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 37,321 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-002292 · form4.xml · derivative · entry 1 Williams Ather III · CIK 0001829737 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,321 Underlying: Common Stock, $1 2/3 Par Value · 37,321 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 23:02 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 63,735 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002906 · form4.xml · derivative · entry 1 Williams Ather III · CIK 0001829737 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,735 Underlying: Common Stock, $1 2/3 Par Value · 63,735 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 |
| November 17, 2020 Filed Nov 18, 2020 19:44 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 245,601 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-029415 · form4.xml · derivative · entry 1 Williams Ather III · CIK 0001829737 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,601 Underlying: Common Stock, $1 2/3 Par Value · 245,601 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 two installments: 60% on 2/5/2022 and 40% on 2/5/2023. 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 as required under the Company's Stock Ownership Policy. F2 · derivative.expiration_date: These RSRs vest in two installments: 60% on 2/5/2022 and 40% on 2/5/2023. 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 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.