Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WELLS FARGO & COMPANY/MN
Report date December 31, 2018 · Filed February 12, 2019
Section 16 reporting ended · disclosed 2019-02-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough Family Trust | 291,371.179 |
Reported balance
After 2018-03-20 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2018-03-20 · Gift · Acquired 38,999 · Balance 291,371.179 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 7 |
Reported balance
After 2018-03-20 transaction · row 2
1 source rowRow 2 · 2018-03-20 · Gift · Disposed 38,999 · Balance 7 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough 401(k) Plan | 9,134.7044 |
Reported balance
Holding disclosure · report date 2018-12-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 9,134.7044 F1: Reflects share equivalent of units in the Wells Fargo ESOP Fund under the 401(k) Plan (the "Plan") as of May 31, 2018, as if investable cash equivalents held by Plan were fully invested in Wells Fargo & Company common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects share equivalent of units in the Wells Fargo ESOP Fund under the 401(k) Plan (the "Plan") as of May 31, 2018, as if investable cash equivalents held by Plan were fully invested in Wells Fargo & Company common stock.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 17, 2007 Filed May 1, 2007 22:35 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 21,506 | $0.00 Strike: $23.30 | $0.00 |
DisclosureSEC source: 0001193833-07-000105 · edgar.xml · derivative · entry 7 Loughlin Michael J · CIK 0001360758 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 21,506 shares Expires 2012-02-26 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 17, 2007 Filed May 1, 2007 22:35 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 21,508 | $0.00 Strike: $23.30 | $0.00 |
DisclosureSEC source: 0001193833-07-000105 · edgar.xml · derivative · entry 6 Loughlin Michael J · CIK 0001360758 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 21,508 shares Expires 2012-02-26 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 17, 2007 Filed May 1, 2007 22:35 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 87,135 | $35.25 | $3,071,508.75 |
DisclosureSEC source: 0001193833-07-000105 · edgar.xml · nonDerivative · entry 3 Loughlin Michael J · CIK 0001360758 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 73,923 Read SEC document |
| April 17, 2007 Filed May 1, 2007 22:35 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 45,458 | $23.30 | $1,059,171.40 |
DisclosureSEC source: 0001193833-07-000105 · edgar.xml · nonDerivative · entry 2 Loughlin Michael J · CIK 0001360758 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 161,058 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 17, 2007 Filed May 1, 2007 22:35 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 62,980 | $22.62 | $1,424,607.60 |
DisclosureSEC source: 0001193833-07-000105 · edgar.xml · nonDerivative · entry 1 Loughlin Michael J · CIK 0001360758 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 115,600 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 27, 2007 Filed Feb 28, 2007 23:25 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 37,370 | $0.00 Strike: $34.39 | $0.00 |
DisclosureSEC source: 0001193833-07-000046 · edgar.xml · derivative · entry 3 Loughlin Michael J · CIK 0001360758 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,370 Underlying: Common Stock, $1 2/3 par value · 37,370 shares Expires 2017-02-27 F1 · balance_after: Amounts, and where applicable option exercise prices, reflect a 2-for-1 stock split in the form of a 100 percent stock dividend distributed on August 11, 2006. Read SEC document |
| February 27, 2007 Filed Feb 28, 2007 23:25 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 37,370 | $0.00 Strike: $34.39 | $0.00 |
DisclosureSEC source: 0001193833-07-000046 · edgar.xml · derivative · entry 2 Loughlin Michael J · CIK 0001360758 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,370 Underlying: Common Stock, $1 2/3 par value · 37,370 shares Expires 2017-02-27 F1 · balance_after: Amounts, and where applicable option exercise prices, reflect a 2-for-1 stock split in the form of a 100 percent stock dividend distributed on August 11, 2006. Read SEC document |
| February 27, 2007 Filed Feb 28, 2007 23:25 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 37,370 | $0.00 Strike: $34.39 | $0.00 |
DisclosureSEC source: 0001193833-07-000046 · edgar.xml · derivative · entry 1 Loughlin Michael J · CIK 0001360758 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,370 Underlying: Common Stock, $1 2/3 par value · 37,370 shares Expires 2017-02-27 F1 · balance_after: Amounts, and where applicable option exercise prices, reflect a 2-for-1 stock split in the form of a 100 percent stock dividend distributed on August 11, 2006. Read SEC document |
| February 21, 2007 Filed Feb 22, 2007 21:50 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 924.1153 | $35.56 | $32,861.54 |
DisclosureSEC source: 0001193833-07-000032 · edgar.xml · derivative · entry 1 Loughlin Michael J · CIK 0001360758 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,610.8506 Underlying: Common Stock, $1 2/3 par value · 924.1153 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in lump sum upon retirement. F2 · derivative.expiration_date: Payable in lump sum upon retirement. Read SEC document |
| February 21, 2007 Filed Feb 23, 2007 01:17 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 924.1153 | $35.56 | $32,861.54 |
DisclosureSEC source: 0001193833-07-000038 · edgar.xml · derivative · entry 1 Loughlin Michael J · CIK 0001360758 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,610.8506 Underlying: Common Stock, $1 2/3 par value · 924.1153 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in lump sum upon retirement. F2 · derivative.expiration_date: Payable in lump sum upon retirement. Read SEC document |
| August 01, 2006 Filed Aug 2, 2006 19:30 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | SaleCommon Stock, $1 2/3 par value | 500 | $72.33 | $36,165.00 |
DisclosureSEC source: 0001193833-06-000131 · edgar.xml · nonDerivative · entry 9 Loughlin Michael J · CIK 0001360758 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 26,310 Read SEC document |
| August 01, 2006 Filed Aug 2, 2006 19:30 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | SaleCommon Stock, $1 2/3 par value | 2,900 | $72.32 | $209,728.00 |
DisclosureSEC source: 0001193833-06-000131 · edgar.xml · nonDerivative · entry 8 Loughlin Michael J · CIK 0001360758 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 26,810 Read SEC document |
| August 01, 2006 Filed Aug 2, 2006 19:30 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | SaleCommon Stock, $1 2/3 par value | 2,200 | $72.31 | $159,082.00 |
DisclosureSEC source: 0001193833-06-000131 · edgar.xml · nonDerivative · entry 7 Loughlin Michael J · CIK 0001360758 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 29,710 Read SEC document |
| August 01, 2006 Filed Aug 2, 2006 19:30 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | SaleCommon Stock, $1 2/3 par value | 3,100 | $72.30 | $224,130.00 |
DisclosureSEC source: 0001193833-06-000131 · edgar.xml · nonDerivative · entry 6 Loughlin Michael J · CIK 0001360758 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 31,910 Read SEC document |
| August 01, 2006 Filed Aug 2, 2006 19:30 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | SaleCommon Stock, $1 2/3 par value | 600 | $72.29 | $43,374.00 |
DisclosureSEC source: 0001193833-06-000131 · edgar.xml · nonDerivative · entry 5 Loughlin Michael J · CIK 0001360758 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 35,010 Read SEC document |
| August 01, 2006 Filed Aug 2, 2006 19:30 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | SaleCommon Stock, $1 2/3 par value | 2,197 | $72.28 | $158,799.16 |
DisclosureSEC source: 0001193833-06-000131 · edgar.xml · nonDerivative · entry 4 Loughlin Michael J · CIK 0001360758 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 35,610 Read SEC document |
| August 01, 2006 Filed Aug 2, 2006 19:30 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | SaleCommon Stock, $1 2/3 par value | 400 | $72.27 | $28,908.00 |
DisclosureSEC source: 0001193833-06-000131 · edgar.xml · nonDerivative · entry 3 Loughlin Michael J · CIK 0001360758 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 37,807 Read SEC document |
| August 01, 2006 Filed Aug 2, 2006 19:30 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | SaleCommon Stock, $1 2/3 par value | 800 | $72.26 | $57,808.00 |
DisclosureSEC source: 0001193833-06-000131 · edgar.xml · nonDerivative · entry 2 Loughlin Michael J · CIK 0001360758 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 38,207 Read SEC document |
| August 01, 2006 Filed Aug 2, 2006 19:30 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | SaleCommon Stock, $1 2/3 par value | 200 | $72.25 | $14,450.00 |
DisclosureSEC source: 0001193833-06-000131 · edgar.xml · nonDerivative · entry 1 Loughlin Michael J · CIK 0001360758 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 39,007 Read SEC document |
| July 24, 2006 Filed Jul 25, 2006 19:54 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 3,610 | $0.00 Strike: $27.70 | $0.00 |
DisclosureSEC source: 0001193833-06-000124 · edgar.xml · derivative · entry 14 Loughlin Michael J · CIK 0001360758 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 3,610 shares Expires 2006-11-19 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 24, 2006 Filed Jul 25, 2006 19:54 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 3,610 | $27.70 | $99,997.00 |
DisclosureSEC source: 0001193833-06-000124 · edgar.xml · nonDerivative · entry 4 Loughlin Michael J · CIK 0001360758 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 39,207 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 21, 2006 Filed Jul 25, 2006 19:54 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 9,269 | $0.00 Strike: $70.79 | $0.00 |
DisclosureSEC source: 0001193833-06-000124 · edgar.xml · derivative · entry 13 Loughlin Michael J · CIK 0001360758 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,269 Underlying: Common Stock, $1 2/3 par value · 9,269 shares Expires 2009-02-23 Read SEC document |
| July 21, 2006 Filed Jul 25, 2006 19:54 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 19,924 | $0.00 Strike: $70.79 | $0.00 |
DisclosureSEC source: 0001193833-06-000124 · edgar.xml · derivative · entry 12 Loughlin Michael J · CIK 0001360758 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,924 Underlying: Common Stock, $1 2/3 par value · 19,924 shares Expires 2010-02-22 Read SEC document |
| July 21, 2006 Filed Jul 25, 2006 19:54 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 11,113 | $0.00 Strike: $37.56 | $0.00 |
DisclosureSEC source: 0001193833-06-000124 · edgar.xml · derivative · entry 11 Loughlin Michael J · CIK 0001360758 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 11,113 shares Expires 2009-02-23 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 21, 2006 Filed Jul 25, 2006 19:54 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 2,227 | $0.00 Strike: $37.56 | $0.00 |
DisclosureSEC source: 0001193833-06-000124 · edgar.xml · derivative · entry 10 Loughlin Michael J · CIK 0001360758 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 2,227 shares Expires 2009-02-23 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 21, 2006 Filed Jul 25, 2006 19:54 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 10,100 | $0.00 Strike: $33.50 | $0.00 |
DisclosureSEC source: 0001193833-06-000124 · edgar.xml · derivative · entry 9 Loughlin Michael J · CIK 0001360758 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 10,100 shares Expires 2010-02-22 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 21, 2006 Filed Jul 25, 2006 19:54 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 10,100 | $0.00 Strike: $33.50 | $0.00 |
DisclosureSEC source: 0001193833-06-000124 · edgar.xml · derivative · entry 8 Loughlin Michael J · CIK 0001360758 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 10,100 shares Expires 2010-02-22 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 21, 2006 Filed Jul 25, 2006 19:54 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 10,100 | $0.00 Strike: $33.50 | $0.00 |
DisclosureSEC source: 0001193833-06-000124 · edgar.xml · derivative · entry 7 Loughlin Michael J · CIK 0001360758 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 10,100 shares Expires 2010-02-22 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 21, 2006 Filed Jul 25, 2006 19:54 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 30,743 | $70.79 | $2,176,296.97 |
DisclosureSEC source: 0001193833-06-000124 · edgar.xml · nonDerivative · entry 3 Loughlin Michael J · CIK 0001360758 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 35,597 Read SEC document |
| July 21, 2006 Filed Jul 25, 2006 19:54 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 13,340 | $37.56 | $501,083.75 |
DisclosureSEC source: 0001193833-06-000124 · edgar.xml · nonDerivative · entry 2 Loughlin Michael J · CIK 0001360758 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 66,340 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 21, 2006 Filed Jul 25, 2006 19:54 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 30,300 | $33.50 | $1,015,050.00 |
DisclosureSEC source: 0001193833-06-000124 · edgar.xml · nonDerivative · entry 1 Loughlin Michael J · CIK 0001360758 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 53,000 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 |
| June 07, 2006 Filed Feb 11, 2014 20:28 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 12,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-005572 · form4a.xml · nonDerivative · entry 2 Loughlin Michael J · CIK 0001360758 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · balance_after: Total reflects a transfer by gift of shares from the reporting person's direct holdings to the trust. Read SEC document |
| June 07, 2006 Filed Feb 11, 2014 20:28 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 12,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-005572 · form4a.xml · nonDerivative · entry 1 Loughlin Michael J · CIK 0001360758 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 35,230 F1 · balance_after: Total reflects a transfer by gift of shares from the reporting person's direct holdings to the trust. 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.