Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRSTSUN CAPITAL BANCORPFSUN · Entity 4610 | Director | June 08, 2026 | June 10, 2026 |
| SVB FINANCIAL GROUPSIVBQ · Entity 86203 | Director | July 24, 2023 | July 27, 2023 |
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | Interim CEO & President | March 26, 2019 | March 28, 2019 |
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.
FIRSTSUN CAPITAL BANCORP
Report date June 08, 2026 · Filed June 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.0001 par valueSEC Table I · non-derivative | Direct | 4,239 |
Reported balance
After 2026-06-08 transaction · row 1
1 source rowRow 1 · 2026-06-08 · Grant · Acquired 2,099 · Balance 4,239 F1: Annual restricted stock award for board service, which vests on the one-year anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual restricted stock award for board service, which vests on the one-year anniversary of the grant date.
SVB FINANCIAL GROUP
Report date July 24, 2023 · Filed July 27, 2023
This filing explicitly reported no securities owned.
WELLS FARGO & COMPANY/MN
Report date March 26, 2019 · Filed March 28, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 50 |
Ending reported balance
After 2019-03-26 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-03-26 · Grant · Acquired 100 · Balance 100 Row 2 · 2019-03-26 · Tax withholding · Disposed 50 · Balance 50 |
| Restricted Share RightSEC Table II · derivative / convertible security | Direct | 40,808 |
Reported balance
After 2019-03-26 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-03-26 · Grant · Acquired 40,808 · Balance 40,808 F1: Each Restricted Share Right ("RSR") represents a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock. F2: These RSRs vest on 3/26/2020. 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Share Right ("RSR") represents a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock.
F2: These RSRs vest on 3/26/2020. 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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
First Foundation Inc.
Report date April 01, 2026 · Filed April 01, 2026
Section 16 reporting ended · disclosed 2026-04-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-04-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-01 · Disposition to issuer · Disposed 13,308 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated October 27, 2025 (the "Merger Agreement"), by and between the Issuer and FirstSun Capital Bancorp ("FirstSun"). Pursuant to the terms of the Merger Agreement, at the effective time of the merger, each share of Issuer common stock converted into the right to receive 0.16083 shares of FirstSun common stock (the "Exchange Ratio"), with cash paid in lieu of fractional shares. As a result of the merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Issuer common stock. F2: Includes restricted stock units with respect to 13,308 shares of the Issuer's common stock. Pursuant to the Merger Agreement, at the effective time of the merger, the restricted stock units were assumed by FirstSun and converted into restricted stock units with respect to a number of shares of FirstSun common stock equal to the number of issuer shares underlying the restricted stock unit multiplied by the Exchange Ratio. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated October 27, 2025 (the "Merger Agreement"), by and between the Issuer and FirstSun Capital Bancorp ("FirstSun"). Pursuant to the terms of the Merger Agreement, at the effective time of the merger, each share of Issuer common stock converted into the right to receive 0.16083 shares of FirstSun common stock (the "Exchange Ratio"), with cash paid in lieu of fractional shares. As a result of the merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Issuer common stock.
F2: Includes restricted stock units with respect to 13,308 shares of the Issuer's common stock. Pursuant to the Merger Agreement, at the effective time of the merger, the restricted stock units were assumed by FirstSun and converted into restricted stock units with respect to a number of shares of FirstSun common stock equal to the number of issuer shares underlying the restricted stock unit multiplied by the Exchange Ratio.
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 |
|---|---|---|---|---|---|---|
| June 08, 2026 Filed Jun 10, 2026 11:00 UTC | FIRSTSUN CAPITAL BANCORP FSUN · Entity 4610 | GrantCommon Stock, $0.0001 par value | 2,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001702786-26-000007 · wk-form4_1781103633.xml · nonDerivative · entry 1 Parker C. Allen · CIK 0001702786 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,239 F1 · shares: Annual restricted stock award for board service, which vests on the one-year anniversary of the grant date. Read SEC document |
| April 01, 2026 Filed Apr 1, 2026 23:17 UTC | First Foundation Inc. FFWM · Entity 54649 | Disposition to issuerCommon Stock | 13,308 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-038694 · tm2610919-8_4seq1.xml · nonDerivative · entry 1 Parker C. Allen · CIK 0001702786 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · balance_after: Disposed of pursuant to the Agreement and Plan of Merger, dated October 27, 2025 (the "Merger Agreement"), by and between the Issuer and FirstSun Capital Bancorp ("FirstSun"). Pursuant to the terms of the Merger Agreement, at the effective time of the merger, each share of Issuer common stock converted into the right to receive 0.16083 shares of FirstSun common stock (the "Exchange Ratio"), with cash paid in lieu of fractional shares. As a result of the merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Issuer common stock. F2 · balance_after: Includes restricted stock units with respect to 13,308 shares of the Issuer's common stock. Pursuant to the Merger Agreement, at the effective time of the merger, the restricted stock units were assumed by FirstSun and converted into restricted stock units with respect to a number of shares of FirstSun common stock equal to the number of issuer shares underlying the restricted stock unit multiplied by the Exchange Ratio. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 15:12 UTC | FIRSTSUN CAPITAL BANCORP FSUN · Entity 4610 | GrantCommon Stock, $0.0001 par value | 2,140 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001702786-26-000005 · wk-form4_1775157171.xml · nonDerivative · entry 1 Parker C. Allen · CIK 0001702786 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,140 F1 · price: Received in exchange for 13,308 unvested restricted stock units ("RSUs") of First Foundation Inc. ("First Foundation") that were assumed by FirstSun Capital Bancorp ("FirstSun") and replaced with RSUs of FirstSun, in connection with the merger of First Foundation with and into FirstSun. Each unvested RSU of First Foundation was converted into an RSU of FirstSun with respect to FirstSun common stock, based on the exchange ratio in the merger of 0.16083 of a share of FirstSun common stock for each share of First Foundation common stock. Read SEC document |
| May 29, 2025 Filed Jun 3, 2025 00:21 UTC | First Foundation Inc. FFWM · Entity 54649 | GrantCommon Stock | 13,308 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-25-000691 · primary_01.xml · nonDerivative · entry 1 Parker C. Allen · CIK 0001702786 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,308 F1 · balance_after: The reported transaction involved the reporting person's receipt of a grant of 13,308 restricted stock units under First Foundation Inc.'s 2024 Equity Incentive Plan. The total reported in Column 5 includes the 13,308 newly awarded restricted stock units and 0 shares of common stock. Read SEC document |
| March 26, 2019 Filed Mar 28, 2019 21:26 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 40,808 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-013544 · form4.xml · derivative · entry 3 Parker C. Allen · CIK 0001702786 · Interim CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,808 Underlying: Common Stock, $1 2/3 Par Value · 40,808 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 on 3/26/2020. 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 on 3/26/2020. 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 |
| March 26, 2019 Filed Mar 28, 2019 21:26 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 50 | $49.01 | $2,450.50 |
DisclosureSEC source: 0001127602-19-013544 · form4.xml · nonDerivative · entry 2 Parker C. Allen · CIK 0001702786 · Interim CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50 Read SEC document |
| March 26, 2019 Filed Mar 28, 2019 21:26 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-013544 · form4.xml · nonDerivative · entry 1 Parker C. Allen · CIK 0001702786 · Interim CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100 Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 22:19 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 22,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-008977 · form4.xml · derivative · entry 1 Parker C. Allen · CIK 0001702786 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,687 Underlying: Common Stock, $1 2/3 Par Value · 22,687 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, which were awarded as a portion of long-term incentive compensation for 2019, vest in three installments: one-third on 3/15/2020, 3/15/2021, and 3/15/2022. 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 equal to at least 50% of the after-tax shares (assuming a 50% tax rate) acquired upon vesting. F2 · derivative.expiration_date: These RSRs, which were awarded as a portion of long-term incentive compensation for 2019, vest in three installments: one-third on 3/15/2020, 3/15/2021, and 3/15/2022. 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 equal to at least 50% of the after-tax shares (assuming a 50% tax rate) acquired upon vesting. 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.