Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHERN COSO · Entity 1308 | Director | April 01, 2026 | April 02, 2026 |
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | Director | April 28, 2020 | April 30, 2020 |
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.
SOUTHERN CO
Report date April 01, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock Units HoldingSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 203,293.2031 |
Reported balance
After 2026-04-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-01 · Grant · Acquired 464.2047 · Balance 203,293.2031 F1: Represents quarterly director equity retainer paid under the Southern Company 2021 Equity and Incentive Compensation Plan and deferred pursuant to the Deferred Compensation Plan for Outside Directors of The Southern Company (Deferred Compensation Plan). Each deferred stock unit represents the right to receive one share of Southern Company common stock. F2: Deferred stock units are settled in shares of Southern Company common stock on the date(s) following the termination of the reporting person's service on the Board as specified by the reporting person pursuant to the Deferred Compensation Plan. There is no exercise or expiration date. F3: Includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents quarterly director equity retainer paid under the Southern Company 2021 Equity and Incentive Compensation Plan and deferred pursuant to the Deferred Compensation Plan for Outside Directors of The Southern Company (Deferred Compensation Plan). Each deferred stock unit represents the right to receive one share of Southern Company common stock.
F2: Deferred stock units are settled in shares of Southern Company common stock on the date(s) following the termination of the reporting person's service on the Board as specified by the reporting person pursuant to the Deferred Compensation Plan. There is no exercise or expiration date.
F3: Includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan.
WELLS FARGO & COMPANY/MN
Report date April 28, 2020 · Filed April 30, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 98,501.3415 |
Reported balance
After 2020-04-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-04-28 · Grant · Acquired 6,235 · Balance 98,501.3415 F1: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock. F2: Deferred compensation shares payable in installments based upon director's election. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 24,730 |
Reported balance
Holding disclosure · report date 2020-04-28 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 24,730 |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock.
F2: Deferred compensation shares payable in installments based upon director's election.
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 |
|---|---|---|---|---|---|---|
| January 03, 2017 Filed Mar 9, 2017 18:48 UTC Amendment | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 711.5265 | $49.19 Strike: $0.00 | $34,999.99 |
DisclosureSEC source: 0001209191-17-019521 · doc4a.xml · derivative · entry 1 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,545.6115 Underlying: Southern Company Common Stock · 711.5265 shares Expires not disclosed F1 · shares: This amended Form 4 is being filed to correct the number of deferred stock units acquired. Due to an administrative error, the number of deferred stock units in the original filing was overstated by 559.057 units. F2 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F2 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.underlying_shares: This amended Form 4 is being filed to correct the number of deferred stock units acquired. Due to an administrative error, the number of deferred stock units in the original filing was overstated by 559.057 units. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 18:53 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 812.0123 | $55.11 | $44,750.00 |
DisclosureSEC source: 0001127602-17-000469 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,598.9739 Underlying: Common Stock, $1 2/3 Par Value · 812.0123 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 01, 2016 Filed Oct 3, 2016 17:41 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,218.3236 | $51.30 Strike: $0.00 | $62,500.00 |
DisclosureSEC source: 0001209191-16-143507 · doc4.xml · derivative · entry 1 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,309.6471 Underlying: Southern Company Common Stock · 1,218.3236 shares Expires not disclosed F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 17:24 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 784.7787 | $44.28 | $34,750.00 |
DisclosureSEC source: 0001127602-16-063903 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,288.4413 Underlying: Common Stock, $1 2/3 Par Value · 784.7787 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 |
| July 01, 2016 Filed Jul 5, 2016 18:29 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 611.3119 | $47.03 | $28,750.00 |
DisclosureSEC source: 0001127602-16-057066 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,976.376 Underlying: Common Stock, $1 2/3 Par Value · 611.3119 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 26, 2016 Filed Apr 28, 2016 18:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 3,535 | $50.92 | $180,002.20 |
DisclosureSEC source: 0001127602-16-050156 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,852.049 Underlying: Common Stock, $1 2/3 Par Value · 3,535 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 01, 2016 Filed Apr 5, 2016 17:31 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 675.9546 | $48.45 | $32,750.00 |
DisclosureSEC source: 0001127602-16-048747 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,317.049 Underlying: Common Stock, $1 2/3 Par Value · 675.9546 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, 2016 Filed Jan 5, 2016 18:33 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 528.8815 | $54.36 | $28,750.00 |
DisclosureSEC source: 0001127602-16-035668 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,147.3495 Underlying: Common Stock, $1 2/3 Par Value · 528.8815 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 01, 2015 Filed Oct 5, 2015 17:19 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 520.0233 | $51.44 | $26,750.00 |
DisclosureSEC source: 0001127602-15-028557 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,193.0972 Underlying: Common Stock, $1 2/3 Par Value · 520.0233 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 |
| July 01, 2015 Filed Jul 2, 2015 19:07 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 470.0404 | $56.91 | $26,750.00 |
DisclosureSEC source: 0001127602-15-022188 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,215.5168 Underlying: Common Stock, $1 2/3 Par Value · 470.0404 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, 2015 Filed Apr 30, 2015 17:44 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 3,249 | $55.41 | $180,027.09 |
DisclosureSEC source: 0001127602-15-015626 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,335.0434 Underlying: Common Stock, $1 2/3 Par Value · 3,249 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 01, 2015 Filed Apr 3, 2015 18:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 570.0779 | $53.94 | $30,750.00 |
DisclosureSEC source: 0001127602-15-013903 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,086.0434 Underlying: Common Stock, $1 2/3 Par Value · 570.0779 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, 2015 Filed Jan 5, 2015 19:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 487.9606 | $54.82 | $26,750.00 |
DisclosureSEC source: 0001127602-15-000452 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,151.6973 Underlying: Common Stock, $1 2/3 Par Value · 487.9606 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 01, 2014 Filed Oct 2, 2014 19:53 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 443.8158 | $51.26 | $22,750.00 |
DisclosureSEC source: 0001127602-14-029058 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,297.6244 Underlying: Common Stock, $1 2/3 Par Value · 443.8158 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 |
| July 01, 2014 Filed Jul 2, 2014 18:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 507.3976 | $52.72 | $26,750.00 |
DisclosureSEC source: 0001127602-14-022372 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,476.5028 Underlying: Common Stock, $1 2/3 Par Value · 507.3976 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 29, 2014 Filed Apr 30, 2014 17:53 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 3,235 | $49.47 | $160,035.45 |
DisclosureSEC source: 0001127602-14-015576 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,593.2067 Underlying: Common Stock, $1 2/3 Par Value · 3,235 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 |
| April 01, 2014 Filed Apr 3, 2014 16:12 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 658.0269 | $49.77 | $32,750.00 |
DisclosureSEC source: 0001127602-14-013883 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,358.2067 Underlying: Common Stock, $1 2/3 Par Value · 658.0269 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 02, 2014 Filed Jan 3, 2014 18:50 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 589.207 | $45.40 | $26,750.00 |
DisclosureSEC source: 0001127602-14-000586 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,374.2792 Underlying: Common Stock, $1 2/3 Par Value · 589.207 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Deferred compensation shares payable in installments depending upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments depending upon director's election. Read SEC document |
| October 01, 2013 Filed Oct 2, 2013 16:30 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 548.3249 | $41.49 | $22,750.00 |
DisclosureSEC source: 0001127602-13-028292 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,448.3013 Underlying: Common Stock, $1 2/3 Par Value · 548.3249 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Deferred compensation shares payable in installments depending upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments depending upon director's election. Read SEC document |
| July 01, 2013 Filed Jul 2, 2013 19:56 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 646.7602 | $41.36 | $26,750.00 |
DisclosureSEC source: 0001127602-13-021946 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,545.9463 Underlying: Common Stock, $1 2/3 Par Value · 646.7602 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Deferred compensation shares payable in installments depending upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments depending upon director's election. Read SEC document |
| April 23, 2013 Filed Apr 24, 2013 20:07 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 4,040 | $37.13 | $150,005.20 |
DisclosureSEC source: 0001127602-13-014454 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,547.7075 Underlying: Common Stock, $1 2/3 Par Value · 4,040 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Deferred compensation shares payable in installments depending upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments depending upon director's election. Read SEC document |
| April 01, 2013 Filed Apr 2, 2013 19:59 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 886.8129 | $36.93 | $32,750.00 |
DisclosureSEC source: 0001127602-13-012863 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,507.7075 Underlying: Common Stock, $1 2/3 Par Value · 886.8129 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Deferred compensation shares payable in installments depending upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments depending upon director's election. Read SEC document |
| January 02, 2013 Filed Jan 3, 2013 17:00 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 782.6214 | $34.18 | $26,750.00 |
DisclosureSEC source: 0001127602-13-000489 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,321.9264 Underlying: Common Stock, $1 2/3 Par Value · 782.6214 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Deferred compensation shares payable in installments depending upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments depending upon director's election. Read SEC document |
| October 01, 2012 Filed Oct 2, 2012 19:58 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 713.2565 | $34.70 | $24,750.00 |
DisclosureSEC source: 0001127602-12-027818 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,263.4442 Underlying: Common Stock, $1 2/3 Par Value · 713.2565 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Deferred compensation shares payable in installments depending upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments depending upon director's election. Read SEC document |
| July 01, 2012 Filed Jul 3, 2012 15:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 799.9402 | $33.44 | $26,750.00 |
DisclosureSEC source: 0001127602-12-021282 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,289.7193 Underlying: Common Stock, $1 2/3 Par Value · 799.9402 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Deferred compensation shares payable in installments depending upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments depending upon director's election. Read SEC document |
| April 24, 2012 Filed Apr 25, 2012 16:49 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 4,536 | $33.07 | $150,005.52 |
DisclosureSEC source: 0001127602-12-014615 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,203.8092 Underlying: Common Stock, $1 2/3 Par Value · 4,536 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Deferred compensation shares payable in installments depending upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments depending upon director's election. Read SEC document |
| April 02, 2012 Filed Apr 3, 2012 16:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 842.1207 | $34.14 | $28,750.00 |
DisclosureSEC source: 0001127602-12-012673 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,667.8092 Underlying: Common Stock, $1 2/3 Par Value · 842.1207 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Deferred compensation shares payable in installments depending upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments depending upon director's election. Read SEC document |
| January 03, 2012 Filed Jan 4, 2012 18:55 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 970.6096 | $27.56 | $26,750.00 |
DisclosureSEC source: 0001127602-12-000466 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,598.1597 Underlying: Common Stock, $1 2/3 Par Value · 970.6096 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Deferred compensation shares payable in installments depending upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments depending upon director's election. Read SEC document |
| September 30, 2011 Filed Oct 3, 2011 21:20 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,026.1194 | $24.12 | $24,750.00 |
DisclosureSEC source: 0001127602-11-026397 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,476.5049 Underlying: Common Stock, $1 2/3 Par Value · 1,026.1194 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Deferred compensation shares payable in installments depending upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments depending upon director's election. Read SEC document |
| July 01, 2011 Filed Jul 5, 2011 17:56 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,095.866 | $28.06 | $30,750.00 |
DisclosureSEC source: 0001127602-11-020496 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,305.0979 Underlying: Common Stock, $1 2/3 Par Value · 1,095.866 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Deferred compensation shares payable in installments depending upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments depending upon director's election. Read SEC document |
| May 03, 2011 Filed May 4, 2011 16:19 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 4,745 | $29.51 | $140,024.95 |
DisclosureSEC source: 0001127602-11-015006 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,080.086 Underlying: Common Stock, $1 2/3 Par Value · 4,745 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Deferred compensation shares payable in installments depending upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments depending upon director's election. Read SEC document |
| April 01, 2011 Filed Apr 4, 2011 20:35 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,159.306 | $31.70 | $36,750.00 |
DisclosureSEC source: 0001127602-11-012055 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,335.086 Underlying: Common Stock, $1 2/3 Par Value · 1,159.306 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Deferred compensation shares payable in installments depending upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments depending upon director's election. Read SEC document |
| January 03, 2011 Filed Jan 4, 2011 16:46 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 798.6447 | $30.99 | $24,750.00 |
DisclosureSEC source: 0001127602-11-000392 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,085.1617 Underlying: Common Stock, $1 2/3 Par Value · 798.6447 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Deferred compensation shares payable in installments depending upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments depending upon director's election. Read SEC document |
| October 01, 2010 Filed Oct 4, 2010 18:38 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,064.4648 | $25.13 | $26,750.00 |
DisclosureSEC source: 0001127602-10-024483 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,243.9853 Underlying: Common Stock, $1 2/3 Par Value · 1,064.4648 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Deferred compensation shares payable in installments depending upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments depending upon director's election. Read SEC document |
| July 01, 2010 Filed Jul 2, 2010 17:48 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,123.0469 | $25.60 | $28,750.00 |
DisclosureSEC source: 0001127602-10-018505 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,133.336 Underlying: Common Stock, $1 2/3 Par Value · 1,123.0469 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Deferred compensation shares payable in installments depending upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments depending upon director's election. Read SEC document |
| April 27, 2010 Filed Apr 28, 2010 21:12 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 2,207 | $31.72 | $70,006.04 |
DisclosureSEC source: 0001127602-10-012308 · form4.xml · derivative · entry 3 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,973.4978 Underlying: Common Stock, $1 2/3 Par Value · 2,207 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Deferred compensation shares payable in installments depending upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments depending upon director's election. Read SEC document |
| April 27, 2010 Filed Apr 28, 2010 21:12 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Purchase Option · Derivative | 7,570 | $0.00 Strike: $31.72 | $0.00 |
DisclosureSEC source: 0001127602-10-012308 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,570 Underlying: Common Stock, $1 2/3 Par Value · 7,570 shares Expires 2020-04-27 Read SEC document |
| April 01, 2010 Filed Apr 2, 2010 22:20 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 923.8432 | $31.12 | $28,750.00 |
DisclosureSEC source: 0001127602-10-010364 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,766.4978 Underlying: Common Stock, $1 2/3 Par Value · 923.8432 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Deferred compensation shares payable in installments depending upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments depending upon director's election. Read SEC document |
| January 04, 2010 Filed Jan 5, 2010 18:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 991.1078 | $26.99 | $26,750.00 |
DisclosureSEC source: 0001127602-10-000382 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,810.0886 Underlying: Common Stock, $1 2/3 Par Value · 991.1078 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in a lump sum on July 1 following cessation of board membership. F2 · derivative.expiration_date: Payable in a lump sum on July 1 following cessation of board membership. Read SEC document |
| October 01, 2009 Filed Oct 2, 2009 15:24 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 949.2548 | $28.18 | $26,750.00 |
DisclosureSEC source: 0001127602-09-019953 · form4.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,789.0165 Underlying: Common Stock, $1 2/3 Par Value · 949.2548 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in a lump sum on July 1 following cessation of board membership. F2 · derivative.expiration_date: Payable in a lump sum on July 1 following cessation of board membership. Read SEC document |
| July 01, 2009 Filed Jul 1, 2009 20:52 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,514.8392 | $24.26 | $36,750.00 |
DisclosureSEC source: 0001193833-09-000115 · edgar.xml · derivative · entry 1 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,420.2554 Underlying: Common Stock, $1 2/3 par value · 1,514.8392 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in a lump sum on July 1 following cessation of board membership. F2 · derivative.expiration_date: Payable in a lump sum on July 1 following cessation of board membership. Read SEC document |
| April 28, 2009 Filed Apr 30, 2009 23:18 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Purchase Option · Derivative | 12,330 | $0.00 Strike: $19.48 | $0.00 |
DisclosureSEC source: 0001193833-09-000092 · edgar.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,330 Underlying: Common Stock, $1 2/3 par value · 12,330 shares Expires 2019-04-28 Read SEC document |
| April 28, 2009 Filed Apr 30, 2009 23:18 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Unit · Derivative | 3,594 | $19.48 | $70,011.12 |
DisclosureSEC source: 0001193833-09-000092 · edgar.xml · derivative · entry 1 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,893.8596 Underlying: Common Stock, $1 2/3 par value · 3,594 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in a lump sum on July 1 following cessation of board membership. F2 · derivative.expiration_date: Payable in a lump sum on July 1 following cessation of board membership. Read SEC document |
| April 01, 2009 Filed Apr 2, 2009 16:57 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 2,299.8596 | $14.24 | $32,750.00 |
DisclosureSEC source: 0001193833-09-000074 · edgar.xml · derivative · entry 1 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,299.8596 Underlying: Common Stock, $1 2/3 par value · 2,299.8596 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in a lump sum on July 1 following cessation of board membership. F2 · derivative.expiration_date: Payable in a lump sum on July 1 following cessation of board membership. Read SEC document |
| January 02, 2009 Filed Jan 6, 2009 22:11 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Purchase Option · Derivative | 2,670 | $0.00 Strike: $30.00 | $0.00 |
DisclosureSEC source: 0001193833-09-000008 · edgar.xml · derivative · entry 2 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,670 Underlying: Common Stock, $1 2/3 par value · 2,670 shares Expires 2019-01-02 Read SEC document |
| January 02, 2009 Filed Jan 6, 2009 22:11 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock · Derivative | 778 | $30.00 | $23,340.00 |
DisclosureSEC source: 0001193833-09-000008 · edgar.xml · derivative · entry 1 JAMES DONALD M · CIK 0001188417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 778 Underlying: Common Stock, $1 2/3 par value · 778 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock converts into common stock on a one-for-one basis. F2 · derivative.exercise_date: Payable in a lump sum on July 1 following cessation of board membership. F2 · derivative.expiration_date: Payable in a lump sum on July 1 following cessation of board membership. 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.