Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | Director | April 25, 2023 | April 27, 2023 |
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 April 25, 2023 · Filed April 27, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,919 |
Reported balance
After 2023-04-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-04-25 · Grant · Acquired 5,919 · Balance 5,919 F1: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. F2: Each Common Stock Unit represents a right to receive one share of Company common stock. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 212 |
Reported balance
Holding disclosure · report date 2023-04-25 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 212 |
Filing footnotes · ownership attribution and instrument terms
F1: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director.
F2: Each Common Stock Unit represents a right to receive one share of Company common stock.
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 |
|---|---|---|---|---|---|---|
| April 25, 2023 Filed Apr 27, 2023 21:33 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock Units · Derivative | 5,919 | $40.55 | $240,015.45 |
DisclosureSEC source: 0001127602-23-013683 · form4.xml · derivative · entry 2 Payne Richard B JR · CIK 0001288880 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,919 Underlying: Common Stock, $1 2/3 Par Value · 5,919 shares Expires not disclosed F1 · security: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. F2 · derivative.exercise_price: Each Common Stock Unit represents a right to receive one share of Company common stock. F1 · derivative.exercise_date: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. F1 · derivative.expiration_date: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. Read SEC document |
| April 26, 2022 Filed Apr 28, 2022 17:18 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 5,384 | $44.58 | $240,018.72 |
DisclosureSEC source: 0001127602-22-012659 · form4.xml · derivative · entry 2 Payne Richard B JR · CIK 0001288880 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,468.3271 Underlying: Common Stock, $1 2/3 Par Value · 5,384 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock. F2 · derivative.exercise_date: Deferred compensation shares payable based upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable based upon director's election. Read SEC document |
| April 27, 2021 Filed Apr 29, 2021 17:50 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 3,993 | $45.09 | $180,044.37 |
DisclosureSEC source: 0001127602-21-014656 · form4.xml · derivative · entry 2 Payne Richard B JR · CIK 0001288880 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,878.0287 Underlying: Common Stock, $1 2/3 Par Value · 3,993 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock. F2 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| April 28, 2020 Filed Apr 30, 2020 17:50 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 6,235 | $28.87 | $180,004.45 |
DisclosureSEC source: 0001127602-20-014736 · form4.xml · derivative · entry 2 Payne Richard B JR · CIK 0001288880 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,630.6282 Underlying: Common Stock, $1 2/3 Par Value · 6,235 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock. F2 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 21:42 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 443.2485 | $53.80 | $23,846.77 |
DisclosureSEC source: 0001127602-20-000750 · form4.xml · derivative · entry 2 Payne Richard B JR · CIK 0001288880 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,366.0882 Underlying: Common Stock, $1 2/3 Par Value · 443.2485 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock. F2 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| October 17, 2019 Filed Oct 21, 2019 17:21 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,905 | $49.61 | $94,507.05 |
DisclosureSEC source: 0001127602-19-030858 · form4.xml · derivative · entry 2 Payne Richard B JR · CIK 0001288880 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,905 Underlying: Common Stock, $1 2/3 Par Value · 1,905 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock. F2 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| October 17, 2019 Filed Oct 21, 2019 17:21 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 212 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-030858 · form4.xml · nonDerivative · entry 1 Payne Richard B JR · CIK 0001288880 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212 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.