Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCDONALDS CORPMCD · Entity 2849 | Director | September 30, 2026 | October 02, 2026 |
| Progyny, Inc.PGNY · Entity 4521 | Director | May 21, 2026 | May 26, 2026 |
| Surgery Partners, Inc.SGRY · Entity 4534 | Director | June 05, 2026 | June 09, 2026 |
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | Director | April 01, 2018 | April 03, 2018 |
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.
MCDONALDS CORP
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 16,309.43 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 156.97 · Balance 16,309.43 F1: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors' Deferred Compensation Plan (the "Plan"). F2: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F4: Includes shares acquired through dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors' Deferred Compensation Plan (the "Plan").
F2: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation.
F3: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board.
F4: Includes shares acquired through dividend reinvestment.
Progyny, Inc.
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,519 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 6,792 · Balance 26,519 F1: Represents the number of shares of Issuer common stock underlying restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Issuer common stock. The RSUs will vest on the earlier of (i) May 21, 2027 or (ii) the calendar day immediately preceding the date of the Issuer's first annual meeting of stockholders following the grant date, subject to the Reporting Person's continued service on such date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $24.69 · Expires 2036-05-20 | Direct | 28,203 |
Reported balance
After 2026-05-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-21 · Grant · Acquired 28,203 · Balance 28,203 F2: The shares subject to the option will vest on the earlier of (i) May 21, 2027 or (ii) the calendar day immediately preceding the date of the Issuer's first annual meeting of stockholders following the grant date, subject to the Reporting Person's continued service on such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares of Issuer common stock underlying restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Issuer common stock. The RSUs will vest on the earlier of (i) May 21, 2027 or (ii) the calendar day immediately preceding the date of the Issuer's first annual meeting of stockholders following the grant date, subject to the Reporting Person's continued service on such date.
F2: The shares subject to the option will vest on the earlier of (i) May 21, 2027 or (ii) the calendar day immediately preceding the date of the Issuer's first annual meeting of stockholders following the grant date, subject to the Reporting Person's continued service on such date.
Surgery Partners, Inc.
Report date June 05, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,670 |
Reported balance
After 2026-06-05 transaction · row 1
1 source rowRow 1 · 2026-06-05 · Grant · Acquired 11,670 · Balance 11,670 F1: Shares will vest on June 5, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares will vest on June 5, 2027.
WELLS FARGO & COMPANY/MN
Report date April 01, 2018 · Filed April 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 23,847.7208 |
Reported balance
After 2018-04-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-04-01 · Grant · Acquired 357.7561 · Balance 23,847.7208 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 | 13,008.359 |
Reported balance
Holding disclosure · report date 2018-04-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 13,008.359 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough Family Trust | 35,095 |
Reported balance
Holding disclosure · report date 2018-04-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 35,095 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough Ira | 264 |
Reported balance
Holding disclosure · report date 2018-04-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 264 |
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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Bolt Projects Holdings, Inc.
Report date August 13, 2024 · Filed August 16, 2024
Section 16 reporting ended · disclosed 2024-08-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,000 |
Reported balance
After 2024-08-13 transaction · row 1
1 source rowRow 1 · 2024-08-13 · Conversion · Acquired 35,000 · Balance 35,000 F1: Represents 35,000 shares of common stock of the Issuer acquired upon conversion of 35,000 share of Class B common stock of the Issuer (f/k/a Golden Arrow Merger Corp.) upon the closing of the business combination (the "Closing") by and among the Issuer, Beam Merger Sub, Inc. ("Merger Sub"), a Delaware corporation, and Bolt Threads, Inc. ("Bolt Threads"), a Delaware corporation, pursuant to a business combination agreement entered into on October 4, 2023 (as amended, the "Business Combination Agreement"). At the Closing, Merger Sub merged with and into Bolt Threads, with Bolt Threads surviving the merger and becoming a wholly-owned direct subsidiary of the Issuer, and the Issuer was renamed to Bolt Projects Holdings, Inc. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-08-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-08-13 · Conversion · Disposed 35,000 · Balance 0 F2: The shares of Class B common stock automatically convert into shares of Class A common stock at the time of the Issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment as set forth in the Issuer's registration statement on Form S-1 (File No. 333-253465), as amended (the "Registration Statement"). F1: Represents 35,000 shares of common stock of the Issuer acquired upon conversion of 35,000 share of Class B common stock of the Issuer (f/k/a Golden Arrow Merger Corp.) upon the closing of the business combination (the "Closing") by and among the Issuer, Beam Merger Sub, Inc. ("Merger Sub"), a Delaware corporation, and Bolt Threads, Inc. ("Bolt Threads"), a Delaware corporation, pursuant to a business combination agreement entered into on October 4, 2023 (as amended, the "Business Combination Agreement"). At the Closing, Merger Sub merged with and into Bolt Threads, with Bolt Threads surviving the merger and becoming a wholly-owned direct subsidiary of the Issuer, and the Issuer was renamed to Bolt Projects Holdings, Inc. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 35,000 shares of common stock of the Issuer acquired upon conversion of 35,000 share of Class B common stock of the Issuer (f/k/a Golden Arrow Merger Corp.) upon the closing of the business combination (the "Closing") by and among the Issuer, Beam Merger Sub, Inc. ("Merger Sub"), a Delaware corporation, and Bolt Threads, Inc. ("Bolt Threads"), a Delaware corporation, pursuant to a business combination agreement entered into on October 4, 2023 (as amended, the "Business Combination Agreement"). At the Closing, Merger Sub merged with and into Bolt Threads, with Bolt Threads surviving the merger and becoming a wholly-owned direct subsidiary of the Issuer, and the Issuer was renamed to Bolt Projects Holdings, Inc.
F2: The shares of Class B common stock automatically convert into shares of Class A common stock at the time of the Issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment as set forth in the Issuer's registration statement on Form S-1 (File No. 333-253465), as amended (the "Registration Statement").
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 |
|---|---|---|---|---|---|---|
| March 31, 2019 Filed Apr 2, 2019 19:08 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 462.48 | $189.90 | $87,824.95 |
DisclosureSEC source: 0001567619-19-008134 · doc1.xml · nonDerivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 462.48 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 · kind: Settlement of phantom stock pursuant to the Director's Deferral Compensation Plan (the "Plan") in a transaction exempt under Rules 16b-6(b) and 16b-3(e). Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 17:34 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,140.4 | $177.57 | $202,500.83 |
DisclosureSEC source: 0001567619-19-000164 · doc1.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,720.97 Underlying: Common Stock · 1,140.4 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| September 30, 2018 Filed Oct 2, 2018 15:39 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 164.39 | $167.29 | $27,500.80 |
DisclosureSEC source: 0001567619-18-003443 · doc1.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,551.37 Underlying: Common Stock · 164.39 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| June 30, 2018 Filed Jul 3, 2018 16:11 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 175.51 | $156.69 | $27,500.66 |
DisclosureSEC source: 0001140361-18-031146 · doc1.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,359.08 Underlying: Common Stock · 175.51 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| April 01, 2018 Filed Apr 3, 2018 18:00 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 357.7561 | $52.41 | $18,750.00 |
DisclosureSEC source: 0001127602-18-013569 · form4.xml · derivative · entry 4 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,847.7208 Underlying: Common Stock, $1 2/3 Par Value · 357.7561 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 |
| March 31, 2018 Filed Apr 3, 2018 19:05 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionPhantom Stock · Derivative | 451.03 | $156.38 | $70,532.07 |
DisclosureSEC source: 0001140361-18-016719 · doc1.xml · derivative · entry 4 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,158.32 Underlying: Common Stock · 451.03 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. F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Plan. F1 · kind: Settlement of phantom stock pursuant to the Director's Deferral Compensation Plan (the "Plan") in a transaction exempt under Rules 16b-6(b) and 16b-3(e). F4 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F5 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| March 31, 2018 Filed Apr 3, 2018 19:05 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 175.85 | $156.38 | $27,499.42 |
DisclosureSEC source: 0001140361-18-016719 · doc1.xml · derivative · entry 3 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,609.35 Underlying: Common Stock · 175.85 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Plan. F3 · kind: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F4 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F5 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| March 31, 2018 Filed Apr 3, 2018 19:05 UTC | MCDONALDS CORP MCD · Entity 2849 | Disposition to issuerCommon Stock | 451.03 | $156.38 | $70,532.07 |
DisclosureSEC source: 0001140361-18-016719 · doc1.xml · nonDerivative · entry 2 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Settlement of phantom stock pursuant to the Director's Deferral Compensation Plan (the "Plan") in a transaction exempt under Rules 16b-6(b) and 16b-3(e). Read SEC document |
| March 31, 2018 Filed Apr 3, 2018 19:05 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 451.03 | $156.38 | $70,532.07 |
DisclosureSEC source: 0001140361-18-016719 · doc1.xml · nonDerivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 451.03 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 · kind: Settlement of phantom stock pursuant to the Director's Deferral Compensation Plan (the "Plan") in a transaction exempt under Rules 16b-6(b) and 16b-3(e). Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 20:42 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionPhantom Stock Units · Derivative | 4,793.8631 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-009616 · form4.xml · derivative · entry 4 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,489.9647 Underlying: Common Stock, $1 2/3 Par Value · 4,793.8631 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 phantom stock unit represents the right to receive one share of Company common stock. F3 · price: Each phantom stock unit represents the right to receive one share of Company common stock. F4 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F4 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 20:42 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 4,795 | $57.31 | $274,801.45 |
DisclosureSEC source: 0001127602-18-009616 · form4.xml · nonDerivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,008.359 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: Fractional number of phantom stock units rounded up and paid out in whole number of shares under the terms of the applicable director deferral plan. F2 · balance_after: Includes the following shares acquired through Wells Fargo & Company's (the "Company") dividend reinvestment plan: 36.139 shares on 3/1/2018. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 18:07 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 342.0142 | $60.67 | $20,750.00 |
DisclosureSEC source: 0001127602-18-000419 · form4.xml · derivative · entry 4 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,092.654 Underlying: Common Stock, $1 2/3 Par Value · 342.0142 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Company common stock. F3 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F3 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 17:09 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,147.46 | $172.12 | $197,500.82 |
DisclosureSEC source: 0001140361-18-000330 · doc1.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,405.96 Underlying: Common Stock · 1,147.46 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| October 01, 2017 Filed Oct 3, 2017 18:25 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 312.7834 | $55.15 | $17,250.00 |
DisclosureSEC source: 0001127602-17-028847 · form4.xml · derivative · entry 4 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,559.3915 Underlying: Common Stock, $1 2/3 Par Value · 312.7834 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Company common stock. F3 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F3 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 19:44 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionPhantom Stock · Derivative | 371.14 | $156.68 | $58,150.22 |
DisclosureSEC source: 0001140361-17-037352 · doc1.xml · derivative · entry 4 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,239.71 Underlying: Common Stock · 371.14 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. F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Plan. F1 · kind: Settlement of phantom stock pursuant to the Director's Deferral Compensation Plan (the "Plan") in a transaction exempt under Rules 16b-6(b) and 16b-3(e). F4 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F5 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 19:44 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 175.52 | $156.68 | $27,500.47 |
DisclosureSEC source: 0001140361-17-037352 · doc1.xml · derivative · entry 3 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,610.85 Underlying: Common Stock · 175.52 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Plan. F3 · kind: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F4 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F5 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 19:44 UTC | MCDONALDS CORP MCD · Entity 2849 | Disposition to issuerCommon Stock | 371.14 | $156.68 | $58,150.22 |
DisclosureSEC source: 0001140361-17-037352 · doc1.xml · nonDerivative · entry 2 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Settlement of phantom stock pursuant to the Director's Deferral Compensation Plan (the "Plan") in a transaction exempt under Rules 16b-6(b) and 16b-3(e). Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 19:44 UTC | MCDONALDS CORP MCD · Entity 2849 | Exercise / conversionCommon Stock | 371.14 | $156.68 | $58,150.22 |
DisclosureSEC source: 0001140361-17-037352 · doc1.xml · nonDerivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 371.14 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 · kind: Settlement of phantom stock pursuant to the Director's Deferral Compensation Plan (the "Plan") in a transaction exempt under Rules 16b-6(b) and 16b-3(e). Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 17:21 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 365.4575 | $55.41 | $20,250.00 |
DisclosureSEC source: 0001127602-17-022738 · form4.xml · derivative · entry 4 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,039.7123 Underlying: Common Stock, $1 2/3 Par Value · 365.4575 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Company common stock. F3 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F3 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 17:16 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 179.55 | $153.16 | $27,499.88 |
DisclosureSEC source: 0001140361-17-027095 · doc1.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,414.84 Underlying: Common Stock · 179.55 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| April 25, 2017 Filed Apr 27, 2017 16:50 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 3,300 | $54.56 | $180,048.00 |
DisclosureSEC source: 0001127602-17-015642 · form4.xml · derivative · entry 4 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,481.0367 Underlying: Common Stock, $1 2/3 Par Value · 3,300 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 18, 2017 Filed Apr 19, 2017 17:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Purchase Option · Derivative | 7,394 | $0.00 Strike: $35.78 | $0.00 |
DisclosureSEC source: 0001127602-17-015031 · form4.xml · derivative · entry 5 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 7,394 shares Expires 2017-04-24 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 |
| April 18, 2017 Filed Apr 19, 2017 17:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 5,043 | $52.45 | $264,505.35 |
DisclosureSEC source: 0001127602-17-015031 · form4.xml · nonDerivative · entry 2 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,060.162 Read SEC document |
| April 18, 2017 Filed Apr 19, 2017 17:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 7,394 | $35.78 | $264,557.32 |
DisclosureSEC source: 0001127602-17-015031 · form4.xml · nonDerivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,103.162 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 01, 2017 Filed Apr 4, 2017 16:38 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 354.8329 | $55.66 | $19,750.00 |
DisclosureSEC source: 0001127602-17-013735 · form4.xml · derivative · entry 4 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,181.0367 Underlying: Common Stock, $1 2/3 Par Value · 354.8329 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Company common stock. F3 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F3 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 21:31 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 212.18 | $129.61 | $27,500.65 |
DisclosureSEC source: 0001123292-17-000814 · edgar.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,215.55 Underlying: Common Stock · 212.18 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 18:47 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 260.842 | $55.11 | $14,375.00 |
DisclosureSEC source: 0001127602-17-000465 · form4.xml · derivative · entry 4 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,681.9026 Underlying: Common Stock, $1 2/3 Par Value · 260.842 shares Expires not disclosed F3 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Company common stock. F4 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F4 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 21:30 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 1,464.21 | $121.72 | $178,223.64 |
DisclosureSEC source: 0001140361-17-000402 · doc1.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,981.46 Underlying: Common Stock · 1,464.21 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) April of the year following the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 17:19 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 268.1797 | $44.28 | $11,875.00 |
DisclosureSEC source: 0001127602-16-063896 · form4.xml · derivative · entry 4 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,265.3589 Underlying: Common Stock, $1 2/3 Par Value · 268.1797 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Company common stock. F3 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F3 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 16:27 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 232.02 | $115.36 | $26,765.83 |
DisclosureSEC source: 0001140361-16-081536 · doc1.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,505.68 Underlying: Common Stock · 232.02 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| July 01, 2016 Filed Jul 5, 2016 18:23 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 231.2354 | $47.03 | $10,875.00 |
DisclosureSEC source: 0001127602-16-057062 · form4.xml · derivative · entry 4 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,832.6657 Underlying: Common Stock, $1 2/3 Par Value · 231.2354 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Company common stock. F3 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F3 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| June 30, 2016 Filed Jul 5, 2016 16:09 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 207.75 | $120.34 | $25,000.64 |
DisclosureSEC source: 0001140361-16-071521 · doc1.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,263.89 Underlying: Common Stock · 207.75 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| April 26, 2016 Filed Apr 28, 2016 17:59 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 3,535 | $50.92 | $180,002.20 |
DisclosureSEC source: 0001127602-16-050131 · form4.xml · derivative · entry 4 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,441.6688 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 17:23 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 245.098 | $48.45 | $11,875.00 |
DisclosureSEC source: 0001127602-16-048744 · form4.xml · derivative · entry 4 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,906.6688 Underlying: Common Stock, $1 2/3 Par Value · 245.098 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of 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 |
| March 31, 2016 Filed Apr 4, 2016 17:08 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 198.92 | $125.68 | $25,000.27 |
DisclosureSEC source: 0001140361-16-059962 · doc1.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,048.59 Underlying: Common Stock · 198.92 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of (a) the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of (a) the Director's retirement date or other termination from the Board; or (b) a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| March 11, 2016 Filed Mar 14, 2016 18:28 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | SaleCommon Stock, $1 2/3 Par Value | 2,210 | $49.93 | $110,345.30 |
DisclosureSEC source: 0001127602-16-046216 · form4.xml · nonDerivative · entry 3 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 1,122 Read SEC document |
| March 10, 2016 Filed Mar 14, 2016 18:28 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 2,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-046216 · form4.xml · nonDerivative · entry 2 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 3,332 Read SEC document |
| March 10, 2016 Filed Mar 14, 2016 18:28 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 2,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-046216 · form4.xml · nonDerivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,597.899 Read SEC document |
| March 01, 2016 Filed Mar 3, 2016 18:45 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionPhantom Stock Units · Derivative | 4,181.5937 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-044717 · form4.xml · derivative · entry 7 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,661.5708 Underlying: Common Stock, $1 2/3 Par Value · 4,181.5937 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 phantom stock unit represents the right to receive one share of Company common stock. F5 · price: Price of derivative security is $48.72. F4 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F4 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| March 01, 2016 Filed Mar 3, 2016 18:45 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Purchase Option · Derivative | 6,658 | $0.00 Strike: $32.55 | $0.00 |
DisclosureSEC source: 0001127602-16-044717 · form4.xml · derivative · entry 6 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 6,658 shares Expires 2016-04-25 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 |
| March 01, 2016 Filed Mar 3, 2016 18:45 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 4,183 | $48.72 | $203,795.76 |
DisclosureSEC source: 0001127602-16-044717 · form4.xml · nonDerivative · entry 3 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,807.899 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: Fractional number of phantom stock units rounded up and paid out in whole number of shares under the terms of the applicable director deferral plan. F2 · balance_after: Includes the following shares acquired through Wells Fargo & Company's (the "Company") dividend reinvestment plan: 22.434 shares on 3/1/2016. Read SEC document |
| March 01, 2016 Filed Mar 3, 2016 18:45 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 4,448 | $48.72 | $216,706.56 |
DisclosureSEC source: 0001127602-16-044717 · form4.xml · nonDerivative · entry 2 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,624.899 Read SEC document |
| March 01, 2016 Filed Mar 3, 2016 18:45 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 6,658 | $32.55 | $216,717.90 |
DisclosureSEC source: 0001127602-16-044717 · form4.xml · nonDerivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,072.899 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 |
| January 01, 2016 Filed Jan 5, 2016 18:23 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 381.7144 | $54.36 | $20,749.99 |
DisclosureSEC source: 0001127602-16-035649 · form4.xml · derivative · entry 4 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,676.3209 Underlying: Common Stock, $1 2/3 Par Value · 381.7144 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Company common stock. F3 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F3 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| December 31, 2015 Filed Jan 5, 2016 18:53 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 701.86 | $118.14 | $82,917.74 |
DisclosureSEC source: 0001140361-16-046489 · doc1.xml · derivative · entry 2 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 843.59 Underlying: Common Stock · 701.86 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| October 01, 2015 Filed Oct 5, 2015 17:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 345.0623 | $51.44 | $17,750.00 |
DisclosureSEC source: 0001127602-15-028552 · form4.xml · derivative · entry 4 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,152.2249 Underlying: Common Stock, $1 2/3 Par Value · 345.0623 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Company common stock. F3 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F3 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| September 30, 2015 Filed Jan 5, 2016 18:53 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 140.66 | $118.14 | $16,617.57 |
DisclosureSEC source: 0001140361-16-046489 · doc1.xml · derivative · entry 1 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140.66 Underlying: Common Stock · 140.66 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. F3 · derivative.expiration_date: Payment of phantom stock may be deferred until the earlier of the director's retirement date or other termination from the Board or a specific future date pursuant to an election. Read SEC document |
| July 01, 2015 Filed Jul 2, 2015 18:55 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 364.6108 | $56.91 | $20,750.00 |
DisclosureSEC source: 0001127602-15-022177 · form4.xml · derivative · entry 4 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,655.2559 Underlying: Common Stock, $1 2/3 Par Value · 364.6108 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Company common stock. F3 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election. F3 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election. Read SEC document |
| April 28, 2015 Filed Apr 30, 2015 17:25 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 3,249 | $55.41 | $180,027.09 |
DisclosureSEC source: 0001127602-15-015613 · form4.xml · derivative · entry 4 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,155.7698 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 23, 2015 Filed Apr 24, 2015 17:09 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Purchase Option · Derivative | 6,262 | $0.00 Strike: $30.67 | $0.00 |
DisclosureSEC source: 0001127602-15-015064 · form4.xml · derivative · entry 5 Dean Lloyd H · CIK 0001332215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 6,262 shares Expires 2015-06-29 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.