Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ABBOTT LABORATORIESABT · Entity 2314 | Director | December 31, 2010 | January 04, 2011 |
| BOEING COBA · Entity 2862 | Director | January 03, 2011 | January 04, 2011 |
| Bank of New York Mellon CorpBK · Entity 2899 | Vice Chairman | July 18, 2019 | July 22, 2019 |
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | Vice Chairman - Public Affairs | March 05, 2024 | March 08, 2024 |
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.
ABBOTT LABORATORIES
Report date December 31, 2010 · Filed January 04, 2011
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Equivalent UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 12,760 |
Reported balance
After 2010-12-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2010-12-31 · Grant · Acquired 594 · Balance 12,760 F1: Director fees credited to a stock equivalent unit account under a grantor trust established by the director and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock. F2: Balance includes stock equivalent units acquired pursuant to a dividend reinvestment feature. |
Filing footnotes · ownership attribution and instrument terms
F1: Director fees credited to a stock equivalent unit account under a grantor trust established by the director and paid, in cash, generally at age 65 or upon retirement from the board. The stock equivalent units earn the same return as if the fees were invested in Abbott stock.
F2: Balance includes stock equivalent units acquired pursuant to a dividend reinvestment feature.
BOEING CO
Report date January 03, 2011 · Filed January 04, 2011
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 16,444.16 |
Reported balance
After 2011-01-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2011-01-03 · Grant · Acquired 942.12 · Balance 16,444.16 F1: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2: Phantom stock units awarded or acquired in lieu of director cash compensation. F3: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director. F4: Includes adjustments for dividends accrued. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom stock units are convertible into common stock on a 1-for-1 basis.
F2: Phantom stock units awarded or acquired in lieu of director cash compensation.
F3: Phantom stock units accrued under The Boeing Company's Deferred Compensation Plan for Directors are to be settled in The Boeing Company common stock upon the reporting person's termination of services as a director.
F4: Includes adjustments for dividends accrued.
Bank of New York Mellon Corp
Report date July 18, 2019 · Filed July 22, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,700 |
Reported balance
After 2019-07-18 transaction · row 1
1 source rowRow 1 · 2019-07-18 · Purchase · Acquired 5,700 · Balance 5,700 F1: Represents the weighted average price of shares sold with actual prices ranging from 44.89 to 44.94. 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. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 5,650 |
Reported balance
After 2019-07-18 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2019-07-18 · Purchase · Acquired 5,650 · Balance 5,650 F2: Represents the weighted average price of shares sold with actual prices ranging from 44.87 to 44.97. 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the weighted average price of shares sold with actual prices ranging from 44.89 to 44.94. 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.
F2: Represents the weighted average price of shares sold with actual prices ranging from 44.87 to 44.97. 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.
WELLS FARGO & COMPANY/MN
Report date March 05, 2024 · Filed March 08, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 51,364.1951 |
Ending reported balance
After 2024-03-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-03-05 · Exercise / conversion · Acquired 63,050.7777 · Balance 83,501.4523 F1: These shares represent common stock of Wells Fargo & Company (the "Company") acquired on March 5, 2024 upon settlement of a Performance Share award granted on January 26, 2021 for the three-year performance period ended December 31, 2023 (as previously disclosed on a Form 4 filed on February 29, 2024), plus dividend equivalents invested in additional Performance Shares. Row 2 · 2024-03-05 · Tax withholding · Disposed 32,137.2572 · Balance 51,364.1951 |
| 2021 Performance SharesSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-03-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-03-05 · Exercise / conversion · Disposed 63,050.7777 · Balance 0 F2: Each Performance Share represents a contingent right to receive one share of Company common stock upon vesting. F3: Represents the number of 2021 Performance Shares determined based on financial performance for the three-year performance period ended December 31, 2023 pursuant to the terms and conditions of a Performance Share award granted on January 26, 2021, plus dividend equivalents invested in additional Performance Shares, 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 IRA | 5,600 |
Reported balance
Holding disclosure · report date 2024-03-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,600 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough Trust | 46,912 |
Reported balance
Holding disclosure · report date 2024-03-05 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 46,912 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent common stock of Wells Fargo & Company (the "Company") acquired on March 5, 2024 upon settlement of a Performance Share award granted on January 26, 2021 for the three-year performance period ended December 31, 2023 (as previously disclosed on a Form 4 filed on February 29, 2024), plus dividend equivalents invested in additional Performance Shares.
F2: Each Performance Share represents a contingent right to receive one share of Company common stock upon vesting.
F3: Represents the number of 2021 Performance Shares determined based on financial performance for the three-year performance period ended December 31, 2023 pursuant to the terms and conditions of a Performance Share award granted on January 26, 2021, plus dividend equivalents invested in additional Performance Shares, 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.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AT&T INC.
Report date May 15, 2004 · Filed May 18, 2004
Section 16 reporting ended · disclosed 2004-05-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,983 |
Reported balance
After 2004-05-15 transaction · row 1
1 source rowRow 1 · 2004-05-15 · Disposition to issuer · Disposed 23,300 · Balance 13,983 F1: Reporting person resigned on May 15, 2004, and as a result, forfeited 23,300 shares of restricted stock and company matching cont ributions under company benefit plans. |
| Common StockSEC Table I · non-derivative | IndirectBy benefit plans | 28,349.91 |
Reported balance
After 2004-05-15 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2004-05-15 · Disposition to issuer · Disposed 2,375.677 · Balance 28,349.91 F1: Reporting person resigned on May 15, 2004, and as a result, forfeited 23,300 shares of restricted stock and company matching cont ributions under company benefit plans. |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) | 1,448.967 |
Reported balance
Holding disclosure · report date 2004-05-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,448.967 |
Filing footnotes · ownership attribution and instrument terms
F1: Reporting person resigned on May 15, 2004, and as a result, forfeited 23,300 shares of restricted stock and company matching cont ributions under company benefit plans.
JPMORGAN CHASE & CO
Report date January 06, 2011 · Filed January 10, 2011
Section 16 reporting ended · disclosed 2011-01-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 175,678 |
Ending reported balance
After 2011-01-06 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2011-01-06 · Exercise / conversion · Acquired 100,000 · Balance 214,414 Row 2 · 2011-01-06 · Exercise / conversion · Acquired 59,662 · Balance 274,076 F1: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. Row 3 · 2011-01-06 · Exercise / conversion · Acquired 42,251 · Balance 316,327 F1: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. Row 4 · 2011-01-06 · Tax withholding · Disposed 140,649 · Balance 175,678 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2013-01-13 | Direct | 0 |
Reported balance
After 2011-01-06 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2011-01-06 · Exercise / conversion · Disposed 42,251 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. F2: Restricted stock unit vested on January 6, 2011. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2012-01-25 | Direct | 0 |
Reported balance
After 2011-01-06 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2011-01-06 · Exercise / conversion · Disposed 59,662 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. F2: Restricted stock unit vested on January 6, 2011. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $34.78 · Expires 2015-10-20 | Direct | 0 |
Reported balance
After 2011-01-06 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2011-01-06 · Exercise / conversion · Disposed 100,000 · Balance 0 F3: Stock Appreciation Right became exercisable on January 6, 2011. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock.
F2: Restricted stock unit vested on January 6, 2011.
F3: Stock Appreciation Right became exercisable on January 6, 2011.
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 |
|---|---|---|---|---|---|---|
| March 05, 2024 Filed Mar 8, 2024 01:13 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversion2021 Performance Shares · Derivative | 63,050.7777 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-028285 · ownership.xml · derivative · entry 5 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 63,050.7777 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 Performance Share represents a contingent right to receive one share of Company common stock upon vesting. F3 · derivative.exercise_date: Represents the number of 2021 Performance Shares determined based on financial performance for the three-year performance period ended December 31, 2023 pursuant to the terms and conditions of a Performance Share award granted on January 26, 2021, plus dividend equivalents invested in additional Performance Shares, 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. F3 · derivative.expiration_date: Represents the number of 2021 Performance Shares determined based on financial performance for the three-year performance period ended December 31, 2023 pursuant to the terms and conditions of a Performance Share award granted on January 26, 2021, plus dividend equivalents invested in additional Performance Shares, 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. Read SEC document |
| March 05, 2024 Filed Mar 8, 2024 01:13 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 32,137.2572 | $56.60 | $1,818,968.76 |
DisclosureSEC source: 0000950170-24-028285 · ownership.xml · nonDerivative · entry 2 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,364.1951 Read SEC document |
| March 05, 2024 Filed Mar 8, 2024 01:13 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 63,050.7777 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-028285 · ownership.xml · nonDerivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,501.4523 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: These shares represent common stock of Wells Fargo & Company (the "Company") acquired on March 5, 2024 upon settlement of a Performance Share award granted on January 26, 2021 for the three-year performance period ended December 31, 2023 (as previously disclosed on a Form 4 filed on February 29, 2024), plus dividend equivalents invested in additional Performance Shares. Read SEC document |
| February 27, 2024 Filed Mar 1, 2024 01:16 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Grant2021 Performance Shares · Derivative | 62,652.5144 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-023468 · ownership.xml · derivative · entry 4 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,652.5144 Underlying: Common Stock, $1 2/3 Par Value · 62,652.5144 shares Expires not disclosed F1 · derivative.exercise_price: Each Performance Share represents a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock upon vesting. F2 · derivative.exercise_date: Represents the number of 2021 Performance Shares determined based on financial performance for the three-year performance period ended December 31, 2023 pursuant to the terms and conditions of a Performance Share award granted on January 26, 2021, 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. F2 · derivative.expiration_date: Represents the number of 2021 Performance Shares determined based on financial performance for the three-year performance period ended December 31, 2023 pursuant to the terms and conditions of a Performance Share award granted on January 26, 2021, 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. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 23:45 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 13,205.0047 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-003807 · form4.xml · derivative · entry 11 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,410.0094 Underlying: Common Stock, $1 2/3 Par Value · 13,205.0047 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 2/5/2024, 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. F7 · 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, 2024 Filed Feb 7, 2024 23:45 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 11,321.7355 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-003807 · form4.xml · derivative · entry 10 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,320.6803 Underlying: Common Stock, $1 2/3 Par Value · 11,321.7355 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: 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, 2024 Filed Feb 7, 2024 23:45 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 15,243.2074 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-003807 · form4.xml · derivative · entry 9 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 15,243.2074 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: 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, 2024 Filed Feb 7, 2024 23:45 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 6,408.6152 | $48.70 | $312,099.56 |
DisclosureSEC source: 0001127602-24-003807 · form4.xml · nonDerivative · entry 8 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,450.6746 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. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 23:45 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 13,205.0047 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-003807 · form4.xml · nonDerivative · entry 7 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,859.2898 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, 2024. Original grant date was January 24, 2023. This vesting represents one-third of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 23:45 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 5,500.6368 | $48.70 | $267,881.01 |
DisclosureSEC source: 0001127602-24-003807 · form4.xml · nonDerivative · entry 6 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,654.2851 Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 23:45 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 11,321.7355 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-003807 · form4.xml · nonDerivative · entry 5 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,154.9219 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, 2024. 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, 2024 Filed Feb 7, 2024 23:45 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 7,410.323 | $48.70 | $360,882.73 |
DisclosureSEC source: 0001127602-24-003807 · form4.xml · nonDerivative · entry 4 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,833.1864 Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 23:45 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 15,243.2074 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-003807 · form4.xml · nonDerivative · entry 3 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,243.5094 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, 2024. 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 23, 2024 Filed Jan 26, 2024 00:50 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 67,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-002159 · form4.xml · derivative · entry 4 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,336 Underlying: Common Stock, $1 2/3 Par Value · 67,336 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 2/5/2025, 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. F3 · 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 |
| March 15, 2023 Filed Mar 17, 2023 19:07 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 1,605.6919 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010584 · form4.xml · derivative · entry 8 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 1,605.6919 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. F6 · derivative.exercise_price: Each RSR represents a contingent right to receive one share of Company common stock. F7 · 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. F7 · 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, 2023 Filed Mar 17, 2023 19:07 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversion2020 Performance Shares · Derivative | 3,227.4724 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010584 · form4.xml · derivative · entry 7 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 3,227.4724 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 Performance Share represents a contingent right to receive one share of Company common stock upon vesting. F5 · derivative.exercise_date: Represents the number of 2020 Performance Shares determined based on financial performance for the three-year performance period ended December 31, 2022 pursuant to the terms and conditions of a Performance Share award granted on March 3, 2020, 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. F5 · derivative.expiration_date: Represents the number of 2020 Performance Shares determined based on financial performance for the three-year performance period ended December 31, 2022 pursuant to the terms and conditions of a Performance Share award granted on March 3, 2020, 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. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 19:07 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 711.6919 | $38.85 | $27,649.23 |
DisclosureSEC source: 0001127602-23-010584 · form4.xml · nonDerivative · entry 4 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,330.6394 Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 19:07 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 1,605.6919 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010584 · form4.xml · nonDerivative · entry 3 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,042.3313 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 Restricted Share Right ("RSR") vesting on March 15, 2023. Original grant date was March 3, 2020. This vesting represents one-third of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 19:07 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 1,505.4724 | $38.35 | $57,734.87 |
DisclosureSEC source: 0001127602-23-010584 · form4.xml · nonDerivative · entry 2 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,436.6394 Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 19:07 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 3,227.4724 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010584 · form4.xml · nonDerivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,942.1118 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: These shares represent common stock of Wells Fargo & Company (the "Company") acquired on March 15, 2023 upon settlement of a Performance Share award granted on March 3, 2020 for the three-year performance period ended December 31, 2022 (as previously disclosed on a Form 4 filed on March 1, 2023). F2 · balance_after: Includes the following shares acquired through the Company's dividend reinvestment plan: 71.99 shares on 3/1/2023 and 80 shares on 3/2/2023. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 21:48 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Grant2020 Performance Shares · Derivative | 3,206.8628 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-007919 · form4.xml · derivative · entry 4 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,206.8628 Underlying: Common Stock, $1 2/3 Par Value · 3,206.8628 shares Expires not disclosed F1 · derivative.exercise_price: Each Performance Share represents a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock upon vesting. F2 · derivative.exercise_date: Represents the number of 2020 Performance Shares determined based on financial performance for the three-year performance period ended December 31, 2022 pursuant to the terms and conditions of a Performance Share award granted on March 3, 2020, 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. F2 · derivative.expiration_date: Represents the number of 2020 Performance Shares determined based on financial performance for the three-year performance period ended December 31, 2022 pursuant to the terms and conditions of a Performance Share award granted on March 3, 2020, 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. Read SEC document |
| February 05, 2023 Filed Feb 7, 2023 19:41 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 10,987.3524 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-003691 · form4.xml · derivative · entry 8 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,973.6808 Underlying: Common Stock, $1 2/3 Par Value · 10,987.3524 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: 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. F5 · 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 19:41 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 14,794.0437 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-003691 · form4.xml · derivative · entry 7 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,793.0052 Underlying: Common Stock, $1 2/3 Par Value · 14,794.0437 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: 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, 2023 Filed Feb 7, 2023 19:41 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 5,286.3524 | $47.58 | $251,524.65 |
DisclosureSEC source: 0001127602-23-003691 · form4.xml · nonDerivative · entry 4 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,562.6494 Read SEC document |
| February 05, 2023 Filed Feb 7, 2023 19:41 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 10,987.3524 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-003691 · form4.xml · nonDerivative · entry 3 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,849.0018 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 19:41 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 6,670.0437 | $47.58 | $317,360.68 |
DisclosureSEC source: 0001127602-23-003691 · form4.xml · nonDerivative · entry 2 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,861.6494 Read SEC document |
| February 05, 2023 Filed Feb 7, 2023 19:41 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 14,794.0437 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-003691 · form4.xml · nonDerivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,531.6931 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 22:30 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 38,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-002333 · form4.xml · derivative · entry 4 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,445 Underlying: Common Stock, $1 2/3 Par Value · 38,445 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 2/5/2024, 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. F2 · 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 15, 2022 Filed Dec 19, 2022 17:40 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 8,321.7311 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-027770 · form4.xml · derivative · entry 5 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 8,321.7311 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 12/15/2020, 12/15/2021, and 12/15/2022. 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 12/15/2020, 12/15/2021, and 12/15/2022. 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 15, 2022 Filed Dec 19, 2022 17:40 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 3,832.7311 | $41.37 | $158,560.09 |
DisclosureSEC source: 0001127602-22-027770 · form4.xml · nonDerivative · entry 2 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,737.6494 Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 17:40 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 8,321.7311 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-027770 · form4.xml · nonDerivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,570.3805 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 December 15, 2022. Original grant date was November 19, 2019. This vesting represents one-third of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). F2 · balance_after: Includes the following shares acquired through Wells Fargo & Company's (the "Company") dividend reinvestment plan: 60.171 shares on 6/1/2022, 75.285 shares on 9/1/2022, and 72.4744 shares on 12/1/2022. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 16:11 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 1,565.8141 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009589 · form4.xml · derivative · entry 5 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,565.8146 Underlying: Common Stock, $1 2/3 Par Value · 1,565.8141 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 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. F4 · 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 16:11 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 762.8141 | $50.11 | $38,224.61 |
DisclosureSEC source: 0001127602-22-009589 · form4.xml · nonDerivative · entry 2 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,040.719 Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 16:11 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 1,565.8141 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009589 · form4.xml · nonDerivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,803.5331 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 3, 2020. This vesting represents one-third of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). F2 · balance_after: Includes 92.726 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 17:33 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 14,447.5285 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003656 · form4.xml · derivative · entry 5 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,894.0431 Underlying: Common Stock, $1 2/3 Par Value · 14,447.5285 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 17:33 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 6,061.5285 | $56.33 | $341,445.90 |
DisclosureSEC source: 0001127602-22-003656 · form4.xml · nonDerivative · entry 2 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,144.993 Read SEC document |
| February 05, 2022 Filed Feb 8, 2022 17:33 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 14,447.5285 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003656 · form4.xml · nonDerivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,206.5215 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 21:07 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 32,189 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-002242 · form4.xml · derivative · entry 4 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,189 Underlying: Common Stock, $1 2/3 Par Value · 32,189 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 |
| December 15, 2021 Filed Dec 17, 2021 17:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 8,126.8147 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031239 · form4.xml · derivative · entry 5 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,126.8144 Underlying: Common Stock, $1 2/3 Par Value · 8,126.8147 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 12/15/2020, 12/15/2021, and 12/15/2022. 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 12/15/2020, 12/15/2021, and 12/15/2022. 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 15, 2021 Filed Dec 17, 2021 17:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 3,600.8147 | $48.90 | $176,079.84 |
DisclosureSEC source: 0001127602-21-031239 · form4.xml · nonDerivative · entry 2 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,758.993 Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 17:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 8,126.8147 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031239 · form4.xml · nonDerivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,359.8077 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 December 15, 2021. Original grant date was November 19, 2019. This vesting represents one-third of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). F2 · balance_after: Includes the following shares acquired through Wells Fargo & Company's (the "Company") dividend reinvestment plan: 27.829 shares on 9/1/2021 and 25.164 shares on 12/1/2021. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 16:29 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 1,541.1263 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-010954 · form4.xml · derivative · entry 5 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,082.2529 Underlying: Common Stock, $1 2/3 Par Value · 1,541.1263 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 16:29 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 783.1263 | $39.70 | $31,090.11 |
DisclosureSEC source: 0001127602-21-010954 · form4.xml · nonDerivative · entry 2 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,180 Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 16:29 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 1,541.1263 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-010954 · form4.xml · nonDerivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,963.1263 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 3, 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 22:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 42,755 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002823 · form4.xml · derivative · entry 4 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,755 Underlying: Common Stock, $1 2/3 Par Value · 42,755 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 |
| December 15, 2020 Filed Dec 17, 2020 18:44 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 8,016.8288 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-031731 · form4.xml · derivative · entry 5 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,033.6574 Underlying: Common Stock, $1 2/3 Par Value · 8,016.8288 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 12/15/2020, 12/15/2021, and 12/15/2022. 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. F3 · derivative.expiration_date: These RSRs vest in three installments: one-third on 12/15/2020, 12/15/2021, and 12/15/2022. 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 |
| December 15, 2020 Filed Dec 17, 2020 18:44 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 2,594.8288 | $29.73 | $77,144.26 |
DisclosureSEC source: 0001127602-20-031731 · form4.xml · nonDerivative · entry 2 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,422 Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 18:44 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 8,016.8288 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-031731 · form4.xml · nonDerivative · entry 1 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,016.8288 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 December 15, 2020. Original grant date was November 19, 2019. This vesting represents one-third of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 21:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 4,491 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009615 · form4.xml · derivative · entry 3 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,491 Underlying: Common Stock, $1 2/3 Par Value · 4,491 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 |
| February 28, 2020 Filed Mar 3, 2020 19:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | PurchaseCommon Stock, $1 2/3 Par Value | 5,500 | $40.99 | $225,445.00 |
DisclosureSEC source: 0001127602-20-008837 · form4.xml · nonDerivative · entry 2 DALEY WILLIAM M · CIK 0001183865 · Vice Chairman - Public Affairs 10b5-1 filing: Not disclosed Ownership: Indirect · Through Trust Disclosed balance after: 5,500 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $40.95 to $41.06 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 purchased at each separate price within the ranges set forth in footnote (1) to this Form 4. 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.