Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FORTRESS CREDIT REALTY INCOME TRUSTNONE · Entity 70055 | Director · Co-Chief Executive Officer | February 03, 2025 | April 03, 2025 |
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | Director · CEO & President | March 05, 2019 | March 19, 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.
FORTRESS CREDIT REALTY INCOME TRUST
Report date February 03, 2025 · Filed April 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class E Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 26,570 |
Reported balance
After 2025-02-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-02-03 · Purchase · Acquired 24,922 · Balance 26,570 F1: The reported amount includes 398 shares acquired pursuant to the Issuer's distribution reinvestment plan, in transactions exempt from Section 16 pursuant to Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported amount includes 398 shares acquired pursuant to the Issuer's distribution reinvestment plan, in transactions exempt from Section 16 pursuant to Rule 16a-11.
WELLS FARGO & COMPANY/MN
Report date March 05, 2019 · Filed March 19, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 827,960.212 |
Reported balance
After 2019-03-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-03-05 · Gift · Disposed 7,544 · Balance 827,960.212 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 1,185,563.6757 |
Reported balance
After 2019-03-15 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2019-03-15 · Exercise / conversion · Acquired 357,603.4637 · Balance 1,185,563.6757 F1: These shares represent common stock of Wells Fargo & Company (the "Company") acquired on March 15, 2019 upon settlement of a Performance Share award granted on February 23, 2016 for the three-year performance period ended December 31, 2018 (as previously disclosed on a Form 4 filed on February 28, 2019). |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 1,008,263.212 |
Reported balance
After 2019-03-15 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2019-03-15 · Tax withholding · Disposed 177,300.4637 · Balance 1,008,263.212 F2: Includes .915 shares acquired on 3/1/2019 through the Company's dividend reinvestment plan. |
| 2016 Performance SharesSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-03-15 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-03-15 · Exercise / conversion · Disposed 357,603.4637 · Balance 0 F4: Each Performance Share represents a contingent right to receive one share of Company common stock upon vesting based on the attainment of pre-established performance goals. F5: Represents the final number of 2016 Performance Shares earned for the three-year performance period ended December 31, 2018. The 2016 Performance Shares will be settled in shares of common stock of the Company on March 15, 2019. As a condition to receiving the award, 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. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough 401(k) Plan | 19,811.61 |
Reported balance
Holding disclosure · report date 2019-03-05 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 19,811.61 F3: Reflects share equivalent of units in the Wells Fargo ESOP Fund under the 401(k) Plan (the "Plan") as of February 28, 2019, as if investable cash equivalents held by Plan were fully invested in Company common stock. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough GRAT | 92,507 |
Reported balance
Holding disclosure · report date 2019-03-05 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 92,507 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent common stock of Wells Fargo & Company (the "Company") acquired on March 15, 2019 upon settlement of a Performance Share award granted on February 23, 2016 for the three-year performance period ended December 31, 2018 (as previously disclosed on a Form 4 filed on February 28, 2019).
F2: Includes .915 shares acquired on 3/1/2019 through the Company's dividend reinvestment plan.
F3: Reflects share equivalent of units in the Wells Fargo ESOP Fund under the 401(k) Plan (the "Plan") as of February 28, 2019, as if investable cash equivalents held by Plan were fully invested in Company common stock.
F4: Each Performance Share represents a contingent right to receive one share of Company common stock upon vesting based on the attainment of pre-established performance goals.
F5: Represents the final number of 2016 Performance Shares earned for the three-year performance period ended December 31, 2018. The 2016 Performance Shares will be settled in shares of common stock of the Company on March 15, 2019. As a condition to receiving the award, 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.
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 |
|---|---|---|---|---|---|---|
| May 09, 2013 Filed May 10, 2013 16:47 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 165,000 | $0.00 Strike: $28.43 | $0.00 |
DisclosureSEC source: 0001127602-13-016408 · form4.xml · derivative · entry 3 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,100 Underlying: Common Stock, $1 2/3 Par Value · 165,000 shares Expires 2014-02-24 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 |
| May 09, 2013 Filed May 10, 2013 16:47 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 145,299 | $37.89 | $5,505,379.11 |
DisclosureSEC source: 0001127602-13-016408 · form4.xml · nonDerivative · entry 2 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,020 Read SEC document |
| May 09, 2013 Filed May 10, 2013 16:47 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 165,000 | $28.43 | $4,690,950.00 |
DisclosureSEC source: 0001127602-13-016408 · form4.xml · nonDerivative · entry 1 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,319 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 |
| April 25, 2013 Filed Apr 26, 2013 20:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | OtherCommon Stock, $1 2/3 Par Value | 36,386.28 | $37.64 | $1,369,579.58 |
DisclosureSEC source: 0001127602-13-014596 · form4.xml · nonDerivative · entry 1 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Through 401(k) Plan Disclosed balance after: 0 F1 · shares: Reflects share equivalent of units in the Wells Fargo ESOP Fund of 401(k) Plan as of April 25, 2013, as if investable cash equivalents held by the Plan were fully invested in Wells Fargo & Company common stock. Includes 769.5625 shares acquired under Wells Fargo ESOP Fund of 401(k) Plan since the date of the reporting person's last ownership report. Read SEC document |
| March 15, 2013 Filed Mar 19, 2013 16:36 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 1,460.6195 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-011291 · form4.xml · derivative · entry 13 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,921.239 Underlying: Common Stock, $1 2/3 Par Value · 1,460.6195 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. F10 · derivative.exercise_date: These RSRs vest in three installments: one-third on 3/15/2013, 3/15/2014, and 3/15/2015. 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. These RSRs were granted to the reporting person as part of the reporting person's 2011 annual incentive compensation award. F10 · derivative.expiration_date: These RSRs vest in three installments: one-third on 3/15/2013, 3/15/2014, and 3/15/2015. 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. These RSRs were granted to the reporting person as part of the reporting person's 2011 annual incentive compensation award. Read SEC document |
| March 15, 2013 Filed Mar 19, 2013 16:36 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 8,004.7728 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-011291 · form4.xml · derivative · entry 12 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,004.7726 Underlying: Common Stock, $1 2/3 Par Value · 8,004.7728 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. F9 · derivative.exercise_date: These RSRs vest in three installments: one-third on 3/15/2012, 3/15/2013, and 3/15/2014. 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. These RSRs were granted to the reporting person as part of the reporting person's 2010 annual incentive compensation award. F9 · derivative.expiration_date: These RSRs vest in three installments: one-third on 3/15/2012, 3/15/2013, and 3/15/2014. 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. These RSRs were granted to the reporting person as part of the reporting person's 2010 annual incentive compensation award. Read SEC document |
| March 15, 2013 Filed Mar 19, 2013 16:36 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 43,658.1272 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-011291 · form4.xml · derivative · entry 11 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,242.5442 Underlying: Common Stock, $1 2/3 Par Value · 43,658.1272 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. F8 · derivative.exercise_date: These RSRs vest in four installments: 5% on 11/1/2010, 25% on 3/15/2013, 30% on 3/15/2014, and 40% on 3/15/2015. F8 · derivative.expiration_date: These RSRs vest in four installments: 5% on 11/1/2010, 25% on 3/15/2013, 30% on 3/15/2014, and 40% on 3/15/2015. Read SEC document |
| March 15, 2013 Filed Mar 19, 2013 16:36 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 12,720.2057 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-011291 · form4.xml · derivative · entry 10 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 12,720.2057 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 each of 3/15/2011, 3/15/2012, and 3/15/2013. These RSRs were granted to the reporting person as part of the reporting person's 2009 annual incentive compensation award. F7 · derivative.expiration_date: These RSRs vest in three installments: one-third on each of 3/15/2011, 3/15/2012, and 3/15/2013. These RSRs were granted to the reporting person as part of the reporting person's 2009 annual incentive compensation award. Read SEC document |
| March 15, 2013 Filed Mar 19, 2013 16:36 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 762.6195 | $38.20 | $29,132.06 |
DisclosureSEC source: 0001127602-13-011291 · form4.xml · nonDerivative · entry 8 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,319 Read SEC document |
| March 15, 2013 Filed Mar 19, 2013 16:36 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 1,460.6195 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-011291 · form4.xml · nonDerivative · entry 7 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,081.6195 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 · shares: Number of shares represents a RSR vesting on 3/15/2013. Original grant date was 2/28/2012. This vesting represents one-third of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| March 15, 2013 Filed Mar 19, 2013 16:36 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 4,177.7728 | $38.20 | $159,590.92 |
DisclosureSEC source: 0001127602-13-011291 · form4.xml · nonDerivative · entry 6 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,621 Read SEC document |
| March 15, 2013 Filed Mar 19, 2013 16:36 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 8,004.7728 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-011291 · form4.xml · nonDerivative · entry 5 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,798.7728 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 3/15/2013. Original grant date was 2/22/2011. This vesting represents one-third of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| March 15, 2013 Filed Mar 19, 2013 16:36 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 22,781.1272 | $38.20 | $870,239.06 |
DisclosureSEC source: 0001127602-13-011291 · form4.xml · nonDerivative · entry 4 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,794 Read SEC document |
| March 15, 2013 Filed Mar 19, 2013 16:36 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 43,658.1272 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-011291 · form4.xml · nonDerivative · entry 3 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,575.1272 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 3/15/2013. Original grant date was 2/23/2010. This vesting represents 25% of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| March 15, 2013 Filed Mar 19, 2013 16:36 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 6,638.2057 | $38.20 | $253,579.46 |
DisclosureSEC source: 0001127602-13-011291 · form4.xml · nonDerivative · entry 2 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,917 Read SEC document |
| March 15, 2013 Filed Mar 19, 2013 16:36 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 12,720.2057 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-011291 · form4.xml · nonDerivative · entry 1 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,555.2057 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 3/15/2013. Original grant date was 2/23/2010. This vesting represents one-third of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| March 08, 2013 Filed Mar 12, 2013 19:11 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 5,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-010464 · form4.xml · derivative · entry 3 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,480 Underlying: Common Stock, $1 2/3 Par Value · 5,480 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Share Right ("RSRs") 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 3/15/2014, 3/15/2015, and 3/15/2016. 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. These RSRs were granted to the reporting person as part of the reporting person's 2012 annual incentive compensation award. F3 · derivative.expiration_date: These RSRs vest in three installments: one-third on 3/15/2014, 3/15/2015, and 3/15/2016. 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. These RSRs were granted to the reporting person as part of the reporting person's 2012 annual incentive compensation award. Read SEC document |
| February 08, 2013 Filed Feb 11, 2013 20:31 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 55,411 | $0.00 Strike: $33.81 | $0.00 |
DisclosureSEC source: 0001127602-13-005271 · form4.xml · derivative · entry 4 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 55,411 shares Expires 2013-02-25 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 08, 2013 Filed Feb 11, 2013 20:31 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 54,348 | $34.88 | $1,895,658.24 |
DisclosureSEC source: 0001127602-13-005271 · form4.xml · nonDerivative · entry 2 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,835 Read SEC document |
| February 08, 2013 Filed Feb 11, 2013 20:31 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 55,411 | $33.81 | $1,873,445.91 |
DisclosureSEC source: 0001127602-13-005271 · form4.xml · nonDerivative · entry 1 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,183 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 |
| December 21, 2012 Filed Dec 26, 2012 14:00 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 86,000 | $0.00 Strike: $13.05 | $0.00 |
DisclosureSEC source: 0001127602-12-034953 · form4.xml · derivative · entry 4 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 491,011 Underlying: Common Stock, $1 2/3 Par Value · 86,000 shares Expires 2019-02-24 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 |
| December 21, 2012 Filed Dec 26, 2012 14:00 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 57,499 | $34.48 | $1,982,565.52 |
DisclosureSEC source: 0001127602-12-034953 · form4.xml · nonDerivative · entry 2 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,772 Read SEC document |
| December 21, 2012 Filed Dec 26, 2012 14:00 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 86,000 | $13.05 | $1,122,300.00 |
DisclosureSEC source: 0001127602-12-034953 · form4.xml · nonDerivative · entry 1 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,271 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 |
| July 20, 2012 Filed Jul 23, 2012 17:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 55,411 | $33.81 Strike: $33.81 | $1,873,445.91 |
DisclosureSEC source: 0001127602-12-022674 · form4.xml · derivative · entry 5 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,411 Underlying: Common Stock, $1 2/3 Par Value · 55,411 shares Expires 2013-02-25 Read SEC document |
| July 20, 2012 Filed Jul 23, 2012 17:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 70,599 | $0.00 Strike: $22.62 | $0.00 |
DisclosureSEC source: 0001127602-12-022674 · form4.xml · derivative · entry 4 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 70,599 shares Expires 2013-02-25 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 |
| July 20, 2012 Filed Jul 23, 2012 17:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 58,140 | $33.81 | $1,965,713.40 |
DisclosureSEC source: 0001127602-12-022674 · form4.xml · nonDerivative · entry 2 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,271 Read SEC document |
| July 20, 2012 Filed Jul 23, 2012 17:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 70,599 | $22.62 | $1,596,949.38 |
DisclosureSEC source: 0001127602-12-022674 · form4.xml · nonDerivative · entry 1 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,411 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 |
| March 15, 2012 Filed Mar 19, 2012 16:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 7,765.7205 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-011062 · form4.xml · derivative · entry 7 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,531.441 Underlying: Common Stock, $1 2/3 Par Value · 7,765.7205 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 Company common stock. F6 · derivative.exercise_date: These RSRs vest in three installments: one-third on 3/15/2012, 3/15/2013, and 3/15/2014. 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. These RSRs were granted to the reporting person as part of the reporting person's 2010 annual incentive compensation award. F6 · derivative.expiration_date: These RSRs vest in three installments: one-third on 3/15/2012, 3/15/2013, and 3/15/2014. 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. These RSRs were granted to the reporting person as part of the reporting person's 2010 annual incentive compensation award. Read SEC document |
| March 15, 2012 Filed Mar 19, 2012 16:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 12,340.3335 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-011062 · form4.xml · derivative · entry 6 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,340.3332 Underlying: Common Stock, $1 2/3 Par Value · 12,340.3335 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 Company common stock. F5 · derivative.exercise_date: These RSRs vest in three installments: one-third on each of 3/15/2011, 3/15/2012, and 3/15/2013. These RSRs were granted to the reporting person as part of the reporting person's 2009 annual incentive compensation award. F5 · derivative.expiration_date: These RSRs vest in three installments: one-third on each of 3/15/2011, 3/15/2012, and 3/15/2013. These RSRs were granted to the reporting person as part of the reporting person's 2009 annual incentive compensation award. Read SEC document |
| March 15, 2012 Filed Mar 19, 2012 16:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 3,625.7205 | $34.07 | $123,528.30 |
DisclosureSEC source: 0001127602-12-011062 · form4.xml · nonDerivative · entry 4 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,812 Read SEC document |
| March 15, 2012 Filed Mar 19, 2012 16:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 7,765.7205 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-011062 · form4.xml · nonDerivative · entry 3 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,437.7205 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 3/15/2012. Original grant date was 2/22/2011. This vesting represents one-third of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| March 15, 2012 Filed Mar 19, 2012 16:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 5,761.3335 | $34.07 | $196,288.63 |
DisclosureSEC source: 0001127602-12-011062 · form4.xml · nonDerivative · entry 2 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,672 Read SEC document |
| March 15, 2012 Filed Mar 19, 2012 16:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 12,340.3335 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-011062 · form4.xml · nonDerivative · entry 1 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,433.3335 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 3/15/2012. Original grant date was 2/23/2010. This vesting represents one-third of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| February 28, 2012 Filed Feb 29, 2012 20:34 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 4,251 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-008652 · form4.xml · derivative · entry 3 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,251 Underlying: Common Stock, $1 2/3 Par Value · 4,251 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Share Right ("RSRs") 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 3/15/2013, 3/15/2014, and 3/15/2015. 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. These RSRs were granted to the reporting person as part of the reporting person's 2011 annual incentive compensation award. F3 · derivative.expiration_date: These RSRs vest in three installments: one-third on 3/15/2013, 3/15/2014, and 3/15/2015. 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. These RSRs were granted to the reporting person as part of the reporting person's 2011 annual incentive compensation award. Read SEC document |
| April 21, 2011 Filed Apr 25, 2011 17:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | PurchaseCommon Stock, $1 2/3 Par Value | 10,000 | $28.54 | $285,400.00 |
DisclosureSEC source: 0001127602-11-013552 · form4.xml · nonDerivative · entry 1 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,093 Read SEC document |
| March 15, 2011 Filed Mar 17, 2011 00:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 12,097.6486 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-010456 · form4.xml · derivative · entry 4 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,195.2972 Underlying: Common Stock, $1 2/3 Par Value · 12,097.6486 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 common stock. F4 · derivative.exercise_date: These RSRs vest in three installments: one-third on each of 3/15/2011, 3/15/2012, and 3/15/2013. These RSRs were granted to the reporting person as part of the reporting person's 2009 annual incentive compensation award. F4 · derivative.expiration_date: These RSRs vest in three installments: one-third on each of 3/15/2011, 3/15/2012, and 3/15/2013. These RSRs were granted to the reporting person as part of the reporting person's 2009 annual incentive compensation award. Read SEC document |
| March 15, 2011 Filed Mar 17, 2011 00:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 5,647.6486 | $32.27 | $182,249.62 |
DisclosureSEC source: 0001127602-11-010456 · form4.xml · nonDerivative · entry 2 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,093 Read SEC document |
| March 15, 2011 Filed Mar 17, 2011 00:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 12,097.6486 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-010456 · form4.xml · nonDerivative · entry 1 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,740.6486 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 vesting on 3/15/2011. Original grant date was 2/23/2010. This vesting represents one-third of the original amount of Restricted Share Rights granted (plus dividend equivalents reinvested in additional Restricted Share Rights). Read SEC document |
| February 22, 2011 Filed Feb 24, 2011 18:03 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 22,839 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-11-007256 · form4.xml · derivative · entry 3 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,839 Underlying: Common Stock, $1 2/3 Par Value · 22,839 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Share Right ("RSRs") represents a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock. F2 · price: Each Restricted Share Right ("RSRs") 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 3/15/2012, 3/15/2013, and 3/15/2014. 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. These RSRs were granted to the reporting person as part of the reporting person's 2010 annual incentive compensation award. F3 · derivative.expiration_date: These RSRs vest in three installments: one-third on 3/15/2012, 3/15/2013, and 3/15/2014. 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. These RSRs were granted to the reporting person as part of the reporting person's 2010 annual incentive compensation award. Read SEC document |
| February 15, 2011 Filed Feb 17, 2011 15:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 62,989 | $0.00 Strike: $13.05 | $0.00 |
DisclosureSEC source: 0001127602-11-005940 · form4.xml · derivative · entry 4 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 577,011 Underlying: Common Stock, $1 2/3 Par Value · 62,989 shares Expires 2019-02-24 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_date: 213,333 shares will become exercisable on each of 2/24/2011 and 2/24/2012. Read SEC document |
| February 15, 2011 Filed Feb 17, 2011 15:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 39,465 | $33.68 | $1,329,181.20 |
DisclosureSEC source: 0001127602-11-005940 · form4.xml · nonDerivative · entry 2 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,643 Read SEC document |
| February 15, 2011 Filed Feb 17, 2011 15:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 62,989 | $13.05 | $822,006.45 |
DisclosureSEC source: 0001127602-11-005940 · form4.xml · nonDerivative · entry 1 SLOAN TIMOTHY J · CIK 0001502510 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,108 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 |
| November 01, 2010 Filed Nov 3, 2010 18:24 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 8,276.3503 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-026766 · form4.xml · derivative · entry 4 SLOAN TIMOTHY J · CIK 0001502510 · Sr. EVP & Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,246.639 Underlying: Common Stock, $1 2/3 Par Value · 8,276.3503 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 common stock. F4 · derivative.exercise_date: These RSRs vest in four installments: 5% on 11/1/2010, 25% on 3/15/2013, 30% on 3/15/2014, and 40% on 3/15/2015. F4 · derivative.expiration_date: These RSRs vest in four installments: 5% on 11/1/2010, 25% on 3/15/2013, 30% on 3/15/2014, and 40% on 3/15/2015. Read SEC document |
| November 01, 2010 Filed Nov 3, 2010 18:24 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 3,563.3503 | $25.93 | $92,397.67 |
DisclosureSEC source: 0001127602-10-026766 · form4.xml · nonDerivative · entry 2 SLOAN TIMOTHY J · CIK 0001502510 · Sr. EVP & Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,119 Read SEC document |
| November 01, 2010 Filed Nov 3, 2010 18:24 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 8,276.3503 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-026766 · form4.xml · nonDerivative · entry 1 SLOAN TIMOTHY J · CIK 0001502510 · Sr. EVP & Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,682.3503 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 vesting on 11/1/2010. Original grant date was 2/23/2010. This vesting represents approximately 5% of the original amount of Restricted Share Rights granted (plus dividend equivalents reinvested in additional Restricted Share Rights). 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.