Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KELLANOVAK · Entity 71752 | Director | January 01, 2019 | February 08, 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.
KELLANOVA
Report date January 01, 2019 · Filed February 08, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | IndirectHeld in Trust | 15,735.501 |
Reported balance
After 2019-01-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-01-01 · Other · Acquired 488.631 · Balance 15,735.501 F1: Shares acquired under the Company's Dividend Reinvestment Plan in 2018. |
| CommonSEC Table I · non-derivative | IndirectHeld in SEP IRA | 459.136 |
Reported balance
Holding disclosure · report date 2019-01-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 459.136 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired under the Company's Dividend Reinvestment Plan in 2018.
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, 2017 · Filed February 09, 2018
Section 16 reporting ended · disclosed 2018-02-09. 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 | IndirectBy Spouse | 6,743 |
Reported balance
After 2017-06-02 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2017-06-02 · Gift · Disposed 1,932 · Balance 6,743 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 91,605.093 |
Reported balance
Holding disclosure · report date 2017-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 91,605.093 F1: Includes the following shares acquired under Wells Fargo & Company's dividend reinvestment plan: 189.347 shares on 6/1/2017, 195.506 shares on 9/1/2017, and 179.446 shares on 12/1/2017. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectSep Ira | 7,500 |
Reported balance
Holding disclosure · report date 2017-12-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 7,500 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough Spouse's IRA | 1,061.918 |
Reported balance
Holding disclosure · report date 2017-12-31 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,061.918 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes the following shares acquired under Wells Fargo & Company's dividend reinvestment plan: 189.347 shares on 6/1/2017, 195.506 shares on 9/1/2017, and 179.446 shares on 12/1/2017.
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 |
|---|---|---|---|---|---|---|
| July 01, 2005 Filed Jul 5, 2005 18:25 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 341.8318 | $61.58 | $21,050.00 |
DisclosureSEC source: 0001193833-05-000101 · edgar.xml · derivative · entry 1 MILLIGAN CYNTHIA · CIK 0001164401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 777.5407 Underlying: Common Stock, $1 2/3 par value · 341.8318 shares Expires 2011-03-01 F1 · derivative.exercise_price: Conversion price is 1-for-1 Read SEC document |
| April 26, 2005 Filed Apr 28, 2005 20:58 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Option · Derivative | 3,870 | $0.00 Strike: $59.15 | $0.00 |
DisclosureSEC source: 0001193833-05-000078 · edgar.xml · derivative · entry 2 MILLIGAN CYNTHIA · CIK 0001164401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,870 Underlying: Common Stock, $1 2/3 par value · 3,870 shares Expires 2015-04-26 Read SEC document |
| April 26, 2005 Filed Apr 28, 2005 20:58 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 par value | 1,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-05-000078 · edgar.xml · nonDerivative · entry 1 MILLIGAN CYNTHIA · CIK 0001164401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,839.726 F1 · balance_after: Includes balance of 1,233.726 shares in dividend reinvestment plan as of March 4, 2005 Read SEC document |
| April 01, 2005 Filed Apr 5, 2005 21:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 432.2742 | $59.80 | $25,850.00 |
DisclosureSEC source: 0001193833-05-000062 · edgar.xml · derivative · entry 1 MILLIGAN CYNTHIA · CIK 0001164401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 432.2742 Underlying: Common Stock, $1 2/3 par value · 432.2742 shares Expires 2011-03-01 F1 · derivative.exercise_price: Conversion price is 1-for-1 Read SEC document |
| January 03, 2005 Filed Jan 4, 2005 22:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 273.5318 | $62.15 | $17,000.00 |
DisclosureSEC source: 0001193833-05-000005 · edgar.xml · derivative · entry 1 MILLIGAN CYNTHIA · CIK 0001164401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,249.7721 Underlying: Common Stock, $1 2/3 par value · 273.5318 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1 F2 · derivative.exercise_date: Payable in a lump sum on July 1 following cessation of Board membership F2 · derivative.expiration_date: Payable in a lump sum on July 1 following cessation of Board membership Read SEC document |
| October 01, 2004 Filed Oct 1, 2004 21:46 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 310.2465 | $59.63 | $18,500.00 |
DisclosureSEC source: 0001193833-04-000131 · edgar.xml · derivative · entry 1 MILLIGAN CYNTHIA · CIK 0001164401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 968.7126 Underlying: Common Stock, $1 2/3 par value · 310.2465 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1 F2 · derivative.exercise_date: Payable in a lump sum on July 1 following cessation of Board membership F2 · derivative.expiration_date: Payable in a lump sum on July 1 following cessation of Board membership Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 17:38 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 270.837 | $57.23 | $15,500.00 |
DisclosureSEC source: 0001193833-04-000100 · edgar.xml · derivative · entry 1 MILLIGAN CYNTHIA · CIK 0001164401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 653.1299 Underlying: Common Stock, $1 2/3 par value · 270.837 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1 F2 · derivative.exercise_date: Payable in a lump sum on July 1 following cessation of Board membership F2 · derivative.expiration_date: Payable in a lump sum on July 1 following cessation of Board membership Read SEC document |
| April 27, 2004 Filed Apr 29, 2004 22:10 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Option · Derivative | 3,920 | $0.00 Strike: $56.39 | $0.00 |
DisclosureSEC source: 0001193833-04-000082 · edgar.xml · derivative · entry 2 MILLIGAN CYNTHIA · CIK 0001164401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,920 Underlying: Common Stock, $1 2/3 par value · 3,920 shares Expires 2014-04-27 Read SEC document |
| April 27, 2004 Filed Apr 29, 2004 22:10 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 par value | 887 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-04-000082 · edgar.xml · nonDerivative · entry 1 MILLIGAN CYNTHIA · CIK 0001164401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,520.264 F1 · balance_after: Includes balance of 6,700.264 shares in dividend reinvestment plan as of March 4, 2004 Read SEC document |
| April 01, 2004 Filed Apr 2, 2004 15:35 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 379.3894 | $56.67 | $21,500.00 |
DisclosureSEC source: 0001193833-04-000062 · edgar.xml · derivative · entry 1 MILLIGAN CYNTHIA · CIK 0001164401 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 379.3894 Underlying: Common Stock, $1 2/3 par value · 379.3894 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1 F2 · derivative.exercise_date: Payable in a lump sum on July 1 following cessation of Board membership F2 · derivative.expiration_date: Payable in a lump sum on July 1 following cessation of Board membership Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.