Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHEVRON CORPCVX · Entity 2804 | Director | May 25, 2016 | May 27, 2016 |
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.
CHEVRON CORP
Report date May 25, 2016 · Filed May 27, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,618 |
Reported balance
After 2016-05-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2016-05-25 · Grant · Acquired 2,245 · Balance 24,618 F1: This number represents stock units issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan. F2: This number includes the acquisition of dividend equivalent accruals on stock units (102 shares) issued under the Non-Employee Directors' Equity Compensation and Deferral Plan. |
| Common StockSEC Table I · non-derivative | Indirectby GRAT | 90,000 |
Reported balance
Holding disclosure · report date 2016-05-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 90,000 F3: 90,000 shares were previously reported as directly owned are now indirectly owned by GRAT as of 8/21/2015. |
| Common StockSEC Table I · non-derivative | Indirectby Spouse GRAT | 90,000 |
Reported balance
Holding disclosure · report date 2016-05-25 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 90,000 F4: 90,000 shares were previously reported as directly owned are now indirectly owned by spouse GRAT as of 8/21/2015. |
Filing footnotes · ownership attribution and instrument terms
F1: This number represents stock units issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan.
F2: This number includes the acquisition of dividend equivalent accruals on stock units (102 shares) issued under the Non-Employee Directors' Equity Compensation and Deferral Plan.
F3: 90,000 shares were previously reported as directly owned are now indirectly owned by GRAT as of 8/21/2015.
F4: 90,000 shares were previously reported as directly owned are now indirectly owned by spouse GRAT as of 8/21/2015.
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, 2016 · Filed February 13, 2017
Section 16 reporting ended · disclosed 2017-02-13. 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 | 1,720,353 |
Reported balance
After 2016-08-17 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2016-08-17 · Gift · Acquired 258,339 · Balance 1,720,353 F1: Reflect the transfer of shares already owned between personal accounts of the reporting person and the reporting person's spouse. No change in the reporting person's aggregate beneficial ownership occurred as a result of these transfers. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough Family Trust | 1,720,353 |
Reported balance
After 2016-09-06 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2016-09-06 · Gift · Acquired 65,000 · Balance 1,720,353 F1: Reflect the transfer of shares already owned between personal accounts of the reporting person and the reporting person's spouse. No change in the reporting person's aggregate beneficial ownership occurred as a result of these transfers. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 100 |
Reported balance
After 2016-08-17 transaction · row 2
1 source rowRow 2 · 2016-08-17 · Gift · Disposed 258,339 · Balance 100 F1: Reflect the transfer of shares already owned between personal accounts of the reporting person and the reporting person's spouse. No change in the reporting person's aggregate beneficial ownership occurred as a result of these transfers. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough JS GRAT | 167,500 |
Reported balance
After 2016-09-06 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2016-09-06 · Gift · Disposed 32,500 · Balance 167,500 F1: Reflect the transfer of shares already owned between personal accounts of the reporting person and the reporting person's spouse. No change in the reporting person's aggregate beneficial ownership occurred as a result of these transfers. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough RS GRAT | 167,500 |
Reported balance
After 2016-09-06 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2016-09-06 · Gift · Disposed 32,500 · Balance 167,500 F1: Reflect the transfer of shares already owned between personal accounts of the reporting person and the reporting person's spouse. No change in the reporting person's aggregate beneficial ownership occurred as a result of these transfers. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough 401(k) Plan | 89,914.9121 |
Reported balance
Holding disclosure · report date 2016-12-31 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 89,914.9121 F2: Reflects share equivalent of units in Wells Fargo ESOP Fund of 401(k) Plan (the "Plan") as of September 30, 2016, as if investable cash equivalents held by Plan were fully invested in Wells Fargo & Company common stock. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough Ira | 7,736.164 |
Reported balance
Holding disclosure · report date 2016-12-31 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 7,736.164 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough JJS 2011 Irrevocable Trust | 112,000 |
Reported balance
Holding disclosure · report date 2016-12-31 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 112,000 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough RT 2011 Irrevocable Trust | 150,000 |
Reported balance
Holding disclosure · report date 2016-12-31 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 150,000 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough Self Employed Pension Plan | 4,863.447 |
Reported balance
Holding disclosure · report date 2016-12-31 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 4,863.447 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough Spouse's Ira | 5,387.218 |
Reported balance
Holding disclosure · report date 2016-12-31 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 5,387.218 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflect the transfer of shares already owned between personal accounts of the reporting person and the reporting person's spouse. No change in the reporting person's aggregate beneficial ownership occurred as a result of these transfers.
F2: Reflects share equivalent of units in Wells Fargo ESOP Fund of 401(k) Plan (the "Plan") as of September 30, 2016, 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 |
|---|---|---|---|---|---|---|
| March 15, 2014 Filed Mar 18, 2014 20:38 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 620,186.5433 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-012051 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 620,186.5433 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: These shares represent common stock of Wells Fargo & Company (the "Company") acquired on March 15, 2014 upon settlement of a Performance Share award granted on February 22, 2011 in connection with the attainment of pre-established performance goals over the three-year performance period ended December 31, 2013 (as previously disclosed on a Form 4 filed on March 4, 2014). Read SEC document |
| March 01, 2014 Filed Mar 4, 2014 21:00 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Grant2011 Performance Shares · Derivative | 620,186.5433 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-009932 · form4.xml · derivative · entry 8 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 620,186.5433 Underlying: Common Stock, $1 2/3 Par Value · 620,186.5433 shares Expires not disclosed F2 · derivative.exercise_price: 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. F3 · derivative.exercise_date: Represents the maximum number of 2011 Performance Shares earned based on the Company's attainment of pre-established performance goals for the three-year performance period ended December 31, 2013, as provided under the terms of a Performance Share award granted on February 22, 2011, which is exempt under Rule 16b-3(d). The 2011 Performance Shares will be settled in shares of common stock of the Company on March 15, 2014. 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. F3 · derivative.expiration_date: Represents the maximum number of 2011 Performance Shares earned based on the Company's attainment of pre-established performance goals for the three-year performance period ended December 31, 2013, as provided under the terms of a Performance Share award granted on February 22, 2011, which is exempt under Rule 16b-3(d). The 2011 Performance Shares will be settled in shares of common stock of the Company on March 15, 2014. 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. Read SEC document |
| February 25, 2014 Filed Feb 27, 2014 21:17 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 21,702 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-008884 · form4.xml · derivative · entry 8 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,702 Underlying: Common Stock, $1 2/3 Par Value · 21,702 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 3/15/2015, 3/15/2016, and 3/15/2017. 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 2013 annual incentive compensation award. F3 · derivative.expiration_date: These RSRs vest in three installments: one-third on 3/15/2015, 3/15/2016, and 3/15/2017. 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 2013 annual incentive compensation award. Read SEC document |
| November 12, 2013 Filed Feb 11, 2014 20:57 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 89,564 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-005580 · form5.xml · nonDerivative · entry 2 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 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. The amount of securities beneficially owned as of fiscal year end reflects the two gift transactions as reported on this Form 4, as well as previous transactions reported on a Form 4 on 11/1/2013. Read SEC document |
| November 12, 2013 Filed Feb 11, 2014 20:57 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 89,564 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-005580 · form5.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 655,657 F1 · balance_after: Total reflects a transfer by gift of shares from the reporting person's direct holdings to the trust. The amount of securities beneficially owned as of fiscal year end reflects the two gift transactions as reported on this Form 4, as well as previous transactions reported on a Form 4 on 11/1/2013. Read SEC document |
| October 30, 2013 Filed Nov 1, 2013 20:34 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 550,260 | $0.00 Strike: $28.43 | $0.00 |
DisclosureSEC source: 0001127602-13-030198 · form4.xml · derivative · entry 10 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 550,260 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 |
| October 30, 2013 Filed Nov 1, 2013 20:34 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 460,696 | $43.10 | $19,855,997.60 |
DisclosureSEC source: 0001127602-13-030198 · form4.xml · nonDerivative · entry 3 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 395,577 Read SEC document |
| October 30, 2013 Filed Nov 1, 2013 20:34 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 550,260 | $28.43 | $15,643,891.80 |
DisclosureSEC source: 0001127602-13-030198 · form4.xml · nonDerivative · entry 2 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 856,273 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 |
| October 30, 2013 Filed Nov 1, 2013 20:34 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | SaleCommon Stock, $1 2/3 Par Value | 300,000 | $43.18 | $12,954,000.00 |
DisclosureSEC source: 0001127602-13-030198 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 260,080 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.13 to $43.29, inclusive. The reporting person undertakes to provide to Wells Fargo & Company (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each seperate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| July 30, 2013 Filed Aug 1, 2013 20:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | SaleCommon Stock, $1 2/3 Par Value | 38,000 | $43.26 | $1,643,880.00 |
DisclosureSEC source: 0001127602-13-024040 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Through JJS 2011 Irrevocable Trust Disclosed balance after: 112,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.24 to $43.28, inclusive. The reporting person undertakes to provide to Wells Fargo & Company, any security holder of Wells Fargo & Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each seperate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| July 30, 2013 Filed Feb 11, 2014 20:57 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 306,013 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-005580 · form5.xml · nonDerivative · entry 4 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 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. The amount of securities beneficially owned as of fiscal year end reflects the two gift transactions as reported on this Form 4, as well as previous transactions reported on a Form 4 on 11/1/2013. Read SEC document |
| July 30, 2013 Filed Feb 11, 2014 20:57 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 306,013 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-005580 · form5.xml · nonDerivative · entry 3 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 655,657 F1 · balance_after: Total reflects a transfer by gift of shares from the reporting person's direct holdings to the trust. The amount of securities beneficially owned as of fiscal year end reflects the two gift transactions as reported on this Form 4, as well as previous transactions reported on a Form 4 on 11/1/2013. Read SEC document |
| July 23, 2013 Filed Jul 25, 2013 18:57 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 333,914.9223 | $44.57 | $14,882,588.09 |
DisclosureSEC source: 0001127602-13-023410 · form4.xml · nonDerivative · entry 2 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306,013 F3 · balance_after: Total reflects a transfer of 8,143 shares from the reporting person's direct holdings to his trust. The transfer was not reportable under Rule 16a-13 of the Securities Exchange Act of 1934. Read SEC document |
| July 23, 2013 Filed Jul 25, 2013 18:57 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 639,927.9223 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-023410 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 639,927.9223 F1 · shares: Each Performance Share represented a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock upon vesting based on the attainment of pre-established performance goals. F2 · shares: These shares represent common stock of the Company acquired upon vesting of a Performance Share award granted in June 2010 in connection with the attainment of pre-established performance goals. Read SEC document |
| May 29, 2013 Filed May 31, 2013 21:29 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 1,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-018902 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,658 F1 · shares: This number represents stock units issued under the Non-Employee Directors' Equity Compensation and Deferral Plan. F2 · balance_after: This number includes dividend equivalent accruals (60) on stock units issued under the Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| March 15, 2013 Filed Mar 19, 2013 16:46 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 7,667.9949 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-011299 · form4.xml · derivative · entry 13 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,333.9279 Underlying: Common Stock, $1 2/3 Par Value · 7,667.9949 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. F5 · 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 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. F7 · 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 16:46 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 8,563.0987 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-011299 · form4.xml · derivative · entry 12 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,563.0982 Underlying: Common Stock, $1 2/3 Par Value · 8,563.0987 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. F5 · 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, 2013 Filed Mar 19, 2013 16:46 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 3,820.9949 | $38.20 | $145,962.01 |
DisclosureSEC source: 0001127602-13-011299 · form4.xml · nonDerivative · entry 4 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,143 F3 · balance_after: Total reflects a transfer of 290,570 shares from the reporting person's direct holdings to his trust. The transfer was not reportable under Rule 16a-13 of the Securities Exchange Act of 1934. Read SEC document |
| March 15, 2013 Filed Mar 19, 2013 16:46 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 7,667.9949 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-011299 · form4.xml · nonDerivative · entry 3 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,963.9949 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 2/28/2012. 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 16:46 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 4,267.0987 | $38.20 | $163,003.17 |
DisclosureSEC source: 0001127602-13-011299 · form4.xml · nonDerivative · entry 2 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,296 Read SEC document |
| March 15, 2013 Filed Mar 19, 2013 16:46 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 8,563.0987 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-011299 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,563.0987 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 2/22/2011. This vesting represents one-third of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| March 08, 2013 Filed Mar 12, 2013 19:21 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 27,398 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-010468 · form4.xml · derivative · entry 9 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,398 Underlying: Common Stock, $1 2/3 Par Value · 27,398 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 |
| March 01, 2013 Filed Mar 5, 2013 21:41 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 313,553.4132 | $35.39 | $11,096,655.29 |
DisclosureSEC source: 0001127602-13-009310 · form4.xml · nonDerivative · entry 2 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,570 Read SEC document |
| March 01, 2013 Filed Mar 5, 2013 21:41 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 604,123.4132 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-009310 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 604,123.4132 F1 · shares: Each Performance Share represented a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock upon vesting based on the attainment of pre-established performance goals. F2 · shares: These shares represent common stock of the Company acquired upon vesting of a Performance Share award granted in December 2009 in connection with the attainment of pre-established performance goals. Read SEC document |
| February 01, 2013 Filed Feb 5, 2013 21:09 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 226,812 | $0.00 Strike: $32.52 | $0.00 |
DisclosureSEC source: 0001127602-13-004322 · form4.xml · derivative · entry 9 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 226,812 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 01, 2013 Filed Feb 5, 2013 21:09 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 216,272 | $35.13 | $7,597,635.36 |
DisclosureSEC source: 0001127602-13-004322 · form4.xml · nonDerivative · entry 2 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 261,367 Read SEC document |
| February 01, 2013 Filed Feb 5, 2013 21:09 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 226,812 | $32.52 | $7,374,792.18 |
DisclosureSEC source: 0001127602-13-004322 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 477,639 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 |
| August 03, 2012 Filed Aug 6, 2012 16:23 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 37,756.439 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-023794 · form4.xml · derivative · entry 9 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 37,756.439 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 Restricted Share Right represents a contingent right to receive one share of Wells Fargo & Company common stock. F7 · derivative.exercise_date: These RSRs vest in two installments: two-thirds on 8/3/2011 and one-third on 8/3/2012. 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. F7 · derivative.expiration_date: These RSRs vest in two installments: two-thirds on 8/3/2011 and one-third on 8/3/2012. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for at least one year after retirement, shares of Company common stock equal to at least 50% of the after-tax shares (assuming a 50% tax rate) acquired upon vesting. Read SEC document |
| August 03, 2012 Filed Aug 6, 2012 16:23 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 17,077.439 | $34.34 | $586,439.26 |
DisclosureSEC source: 0001127602-12-023794 · form4.xml · nonDerivative · entry 2 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 250,827 Read SEC document |
| August 03, 2012 Filed Aug 6, 2012 16:23 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 37,756.439 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-023794 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 267,904.439 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 8/3/2012. Original grant date was 8/3/2009. This vesting represents one-third of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| May 30, 2012 Filed May 31, 2012 22:48 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 1,835 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-018701 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,676 F1 · shares: This number represents stock units issued under the Non-Employee Directors' Equity Compensation and Deferral Plan. F2 · balance_after: This number includes dividend equivalent accruals (62) on stock units issued under the Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| March 15, 2012 Filed Mar 19, 2012 16:19 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 8,307.3727 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-011068 · form4.xml · derivative · entry 9 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,614.7452 Underlying: Common Stock, $1 2/3 Par Value · 8,307.3727 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 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. F7 · 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 16:19 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 3,758.3727 | $34.07 | $128,047.76 |
DisclosureSEC source: 0001127602-12-011068 · form4.xml · nonDerivative · entry 2 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 230,148 Read SEC document |
| March 15, 2012 Filed Mar 19, 2012 16:19 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 8,307.3727 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-011068 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 233,906.3727 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 2/22/2011. 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 20:42 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 22,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-008656 · form4.xml · derivative · entry 8 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,315 Underlying: Common Stock, $1 2/3 Par Value · 22,315 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 |
| December 14, 2011 Filed Dec 19, 2011 18:11 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-032678 · form4.xml · nonDerivative · entry 3 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Through RT 2011 Irrevocable Trust Disclosed balance after: 150,000 F1 · shares: Reflects transfer of shares of Common Stock to irrevocable trust for which the reporting person is a trustee but not a beneficiary. Read SEC document |
| December 14, 2011 Filed Dec 19, 2011 18:11 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-032678 · form4.xml · nonDerivative · entry 2 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Through JJS 2011 Irrevocable Trust Disclosed balance after: 150,000 F1 · shares: Reflects transfer of shares of Common Stock to irrevocable trust for which the reporting person is a trustee but not a beneficiary. Read SEC document |
| December 14, 2011 Filed Dec 19, 2011 18:11 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-032678 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 225,599 F1 · shares: Reflects transfer of shares of Common Stock to irrevocable trust for which the reporting person is a trustee but not a beneficiary. Read SEC document |
| August 03, 2011 Filed Aug 4, 2011 19:07 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 73,766.0486 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-022758 · form4.xml · derivative · entry 7 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,883.0293 Underlying: Common Stock, $1 2/3 Par Value · 73,766.0486 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 Restricted Share Right represents a contingent right to receive one share of Wells Fargo & Company common stock. F7 · derivative.exercise_date: These RSRs vest in two installments: two-thirds on 8/3/2011 and one-third on 8/3/2012. 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. F7 · derivative.expiration_date: These RSRs vest in two installments: two-thirds on 8/3/2011 and one-third on 8/3/2012. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for at least one year after retirement, shares of Company common stock equal to at least 50% of the after-tax shares (assuming a 50% tax rate) acquired upon vesting. Read SEC document |
| August 03, 2011 Filed Aug 4, 2011 19:07 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 34,434.0486 | $27.30 | $940,049.53 |
DisclosureSEC source: 0001127602-11-022758 · form4.xml · nonDerivative · entry 2 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 525,599 Read SEC document |
| August 03, 2011 Filed Aug 4, 2011 19:07 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 73,766.0486 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-022758 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 560,033.0486 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 8/3/2011. Original grant date was 8/3/2009. The vesting represents two-thirds of the original amount of Restricted Share Rights granted (plus dividend equivalents reinvested in additional Restricted Share Rights). Read SEC document |
| May 25, 2011 Filed May 27, 2011 18:46 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 1,799 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-017742 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,397 F1 · shares: This number represents stock units issued under the Non-Employee Directors' Equity Compensation and Deferral Plan. F2 · balance_after: This number includes dividend equivalent accruals (19) on stock units issued under the Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| February 22, 2011 Filed Feb 24, 2011 18:27 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 24,432 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-11-007279 · form4.xml · derivative · entry 6 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,432 Underlying: Common Stock, $1 2/3 Par Value · 24,432 shares Expires not disclosed F5 · derivative.exercise_price: Each Restricted Share Right ("RSRs") represents a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock. F5 · price: Each Restricted Share Right ("RSRs") represents a contingent right to receive one share of Wells Fargo & Company (the "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 |
| February 15, 2011 Filed Feb 17, 2011 20:56 UTC | CHEVRON CORP CVX · Entity 2804 | PurchaseCommon Stock | 10,000 | $96.43 | $964,336.00 |
DisclosureSEC source: 0001127602-11-006121 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Stumpf Family Trust Disclosed balance after: 10,000 Read SEC document |
| August 11, 2010 Filed Aug 13, 2010 18:53 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | SaleCommon Stock, $1 2/3 Par Value | 102,163 | $26.74 | $2,731,675.16 |
DisclosureSEC source: 0001127602-10-021313 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 384,104 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.72 to $26.78, inclusive. The reporting person undertakes to provide to Wells Fargo & Company, any security holder of Wells Fargo & Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each seperate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| July 22, 2010 Filed Jul 26, 2010 20:20 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | SaleCommon Stock, $1 2/3 Par Value | 110,550 | $26.83 | $2,966,354.99 |
DisclosureSEC source: 0001127602-10-019831 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 486,267 Read SEC document |
| May 26, 2010 Filed May 28, 2010 17:44 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 2,535 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-015599 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,535 F1 · shares: This number represents stock units issued under the Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| February 27, 2010 Filed Mar 2, 2010 01:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 3,532 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-006719 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,163 F1 · shares: Shares of Wells Fargo & Company (the "Company") common stock acquired under the Company's Long-Term Incentive Compensation Plan. As a condition to receiving these shares, the reporting person agreed to hold and not transfer, for the entire period during which the Company has any obligations outstanding under the U.S. Treasury's Troubled Asset Relief Program (the "Restriction Period"), all of the shares received. These transfer restrictions will terminate upon the earlier of the end of the Restriction Period or the date of the reporting person's death or disability. Read SEC document |
| February 26, 2010 Filed Mar 2, 2010 01:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 472.2441 | $26.99 | $12,745.87 |
DisclosureSEC source: 0001127602-10-006719 · form4.xml · derivative · entry 7 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,139.7351 Underlying: Common Stock, $1 2/3 Par Value · 472.2441 shares Expires not disclosed F3 · derivative.exercise_price: Conversion price is 1-for-1. Includes shares held through supplemental 401(k) plan. F4 · derivative.exercise_date: Supplemental 401(k) plan shares payable upon retirement. F4 · derivative.expiration_date: Supplemental 401(k) plan shares payable upon retirement. Read SEC document |
| February 13, 2010 Filed Feb 16, 2010 18:44 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 3,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-004812 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,631 F1 · shares: Shares of Wells Fargo & Company (the "Company") common stock acquired under the Company's Long-Term Incentive Compensation Plan. As a condition to receiving these shares, the reporting person agreed to hold and not transfer, for the entire period during which the Company has any obligations outstanding under the U.S. Treasury's Troubled Asset Relief Program (the "Restriction Period"), all of the shares received. These transfer restrictions will terminate upon the earlier of the end of the Restriction Period or the date of the reporting person's death or disability. 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.