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 |
|---|---|---|---|---|---|---|
| January 30, 2010 Filed Feb 1, 2010 22:36 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 3,397 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-002905 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,051 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 |
| January 16, 2010 Filed Jan 19, 2010 21:41 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 3,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-001758 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,654 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 |
| January 02, 2010 Filed Jan 5, 2010 15:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 7,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-000333 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President, Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,225 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 |
| December 19, 2009 Filed Dec 21, 2009 17:24 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 8,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-025781 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,947 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 |
| December 05, 2009 Filed Dec 8, 2009 16:53 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 8,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-024539 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,649 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 |
| November 21, 2009 Filed Nov 24, 2009 16:26 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 7,868 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-023509 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,392 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 |
| November 07, 2009 Filed Nov 9, 2009 21:10 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 8,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-022120 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,524 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 |
| October 24, 2009 Filed Oct 26, 2009 20:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 7,731 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-021069 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,302 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 |
| October 10, 2009 Filed Oct 13, 2009 15:12 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 7,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-020596 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,571 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 |
| September 26, 2009 Filed Sep 29, 2009 15:35 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 8,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-019558 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,811 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 |
| September 12, 2009 Filed Sep 14, 2009 20:52 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 8,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-018816 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,756 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 |
| August 29, 2009 Filed Aug 31, 2009 21:39 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 8,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-018246 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,492 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 |
| August 15, 2009 Filed Aug 17, 2009 21:57 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 8,175 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-017493 · form4.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,175 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 |
| August 03, 2009 Filed Aug 6, 2009 00:34 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 108,528 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-09-016862 · form4.xml · derivative · entry 6 STUMPF JOHN G · CIK 0001201258 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,528 Underlying: Common Stock, $1 2/3 Par Value · 108,528 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Share Right ("RSRs") represents a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock. F1 · price: Each Restricted Share Right ("RSRs") represents a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock. F2 · derivative.exercise_date: These RSRs vest in two installments: two-thirds on 8/3/2011 and one-third on 8/3/2012, subject to the Company's prior repayment of certain percentages of aggregate financial assistance received by the Company under the U.S. Treasury's Troubled Asset Relief Program. 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. F2 · derivative.expiration_date: These RSRs vest in two installments: two-thirds on 8/3/2011 and one-third on 8/3/2012, subject to the Company's prior repayment of certain percentages of aggregate financial assistance received by the Company under the U.S. Treasury's Troubled Asset Relief Program. 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 |
| February 20, 2009 Filed Feb 21, 2009 01:33 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 5,594.8158 | $29.48 | $164,935.17 |
DisclosureSEC source: 0001193833-09-000034 · edgar.xml · derivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,453.4092 Underlying: Common Stock, $1 2/3 par value · 5,594.8158 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in lump sum upon retirement. F2 · derivative.expiration_date: Payable in lump sum upon retirement. Read SEC document |
| May 15, 2008 Filed May 19, 2008 18:13 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | PurchaseCommon Stock, $1 2/3 par value | 1,550 | $28.93 | $44,841.50 |
DisclosureSEC source: 0001193833-08-000081 · edgar.xml · nonDerivative · entry 4 STUMPF JOHN G · CIK 0001201258 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Through self employed pension plan Disclosed balance after: 4,059.911 Read SEC document |
| February 27, 2008 Filed Apr 14, 2008 17:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 11,973.3995 | $30.19 | $361,476.93 |
DisclosureSEC source: 0001193833-08-000061 · edgar.xml · derivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,247.5159 Underlying: Common Stock, $1 2/3 par value · 11,973.3995 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in lump sum upon retirement. F2 · derivative.expiration_date: Payable in lump sum upon retirement. Read SEC document |
| February 26, 2008 Filed Feb 27, 2008 17:37 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 666,666 | $0.00 Strike: $31.40 | $0.00 |
DisclosureSEC source: 0001193833-08-000024 · edgar.xml · derivative · entry 3 STUMPF JOHN G · CIK 0001201258 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 666,666 Underlying: Common Stock, $1 2/3 par value · 666,666 shares Expires 2018-02-26 Read SEC document |
| February 26, 2008 Filed Feb 27, 2008 17:37 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 666,667 | $0.00 Strike: $31.40 | $0.00 |
DisclosureSEC source: 0001193833-08-000024 · edgar.xml · derivative · entry 2 STUMPF JOHN G · CIK 0001201258 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 666,667 Underlying: Common Stock, $1 2/3 par value · 666,667 shares Expires 2018-02-26 Read SEC document |
| February 26, 2008 Filed Feb 27, 2008 17:37 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 666,667 | $0.00 Strike: $31.40 | $0.00 |
DisclosureSEC source: 0001193833-08-000024 · edgar.xml · derivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 666,667 Underlying: Common Stock, $1 2/3 par value · 666,667 shares Expires 2018-02-26 Read SEC document |
| January 31, 2008 Filed Feb 1, 2008 23:36 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 17,776 | $0.00 Strike: $29.85 | $0.00 |
DisclosureSEC source: 0001193833-08-000017 · edgar.xml · derivative · entry 9 STUMPF JOHN G · CIK 0001201258 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 17,776 shares Expires 2008-07-28 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 31, 2008 Filed Feb 1, 2008 23:36 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 51,204 | $0.00 Strike: $30.40 | $0.00 |
DisclosureSEC source: 0001193833-08-000017 · edgar.xml · derivative · entry 8 STUMPF JOHN G · CIK 0001201258 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 51,204 shares Expires 2008-07-28 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 31, 2008 Filed Feb 1, 2008 23:36 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 64,162 | $34.01 | $2,182,149.62 |
DisclosureSEC source: 0001193833-08-000017 · edgar.xml · nonDerivative · entry 3 STUMPF JOHN G · CIK 0001201258 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 596,817 Read SEC document |
| January 31, 2008 Filed Feb 1, 2008 23:36 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 17,776 | $29.85 | $530,613.60 |
DisclosureSEC source: 0001193833-08-000017 · edgar.xml · nonDerivative · entry 2 STUMPF JOHN G · CIK 0001201258 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 660,979 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 31, 2008 Filed Feb 1, 2008 23:36 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 51,204 | $30.40 | $1,556,345.58 |
DisclosureSEC source: 0001193833-08-000017 · edgar.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 643,203 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 26, 2007 Filed Oct 29, 2007 20:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 29,763 | $0.00 Strike: $34.55 | $0.00 |
DisclosureSEC source: 0001193833-07-000175 · edgar.xml · derivative · entry 8 STUMPF JOHN G · CIK 0001201258 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,763 Underlying: Common Stock, $1 2/3 par value · 29,763 shares Expires 2011-02-27 Read SEC document |
| October 26, 2007 Filed Oct 29, 2007 20:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 36,458 | $0.00 Strike: $24.79 | $0.00 |
DisclosureSEC source: 0001193833-07-000175 · edgar.xml · derivative · entry 7 STUMPF JOHN G · CIK 0001201258 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 36,458 shares Expires 2011-02-27 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 26, 2007 Filed Oct 29, 2007 20:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 30,870 | $34.55 | $1,066,558.50 |
DisclosureSEC source: 0001193833-07-000175 · edgar.xml · nonDerivative · entry 2 STUMPF JOHN G · CIK 0001201258 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 591,999 Read SEC document |
| October 26, 2007 Filed Oct 29, 2007 20:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 36,458 | $24.79 | $903,793.82 |
DisclosureSEC source: 0001193833-07-000175 · edgar.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 622,869 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 02, 2007 Filed Jul 5, 2007 17:16 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Rights · Derivative | 8,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-07-000136 · edgar.xml · derivative · entry 7 STUMPF JOHN G · CIK 0001201258 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 8,584 shares Expires 2007-07-02 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: Conversion price is 1-for-1 Read SEC document |
| July 02, 2007 Filed Jul 5, 2007 17:16 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 3,928 | $35.51 | $139,483.28 |
DisclosureSEC source: 0001193833-07-000136 · edgar.xml · nonDerivative · entry 2 STUMPF JOHN G · CIK 0001201258 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 586,411 Read SEC document |
| July 02, 2007 Filed Jul 5, 2007 17:16 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 8,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-07-000136 · edgar.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 590,339 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 26, 2007 Filed Jun 27, 2007 16:47 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 133,333 | $0.00 Strike: $35.06 | $0.00 |
DisclosureSEC source: 0001193833-07-000122 · edgar.xml · derivative · entry 3 STUMPF JOHN G · CIK 0001201258 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,333 Underlying: Common Stock, $1 2/3 par value · 133,333 shares Expires 2017-06-26 Read SEC document |
| June 26, 2007 Filed Jun 27, 2007 16:47 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 133,333 | $0.00 Strike: $35.06 | $0.00 |
DisclosureSEC source: 0001193833-07-000122 · edgar.xml · derivative · entry 2 STUMPF JOHN G · CIK 0001201258 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,333 Underlying: Common Stock, $1 2/3 par value · 133,333 shares Expires 2017-06-26 Read SEC document |
| June 26, 2007 Filed Jun 27, 2007 16:47 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 133,334 | $0.00 Strike: $35.06 | $0.00 |
DisclosureSEC source: 0001193833-07-000122 · edgar.xml · derivative · entry 1 STUMPF JOHN G · CIK 0001201258 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,334 Underlying: Common Stock, $1 2/3 par value · 133,334 shares Expires 2017-06-26 Read SEC document |
| June 20, 2007 Filed Jun 21, 2007 20:38 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | PurchaseCommon Stock, $1 2/3 par value | 1,050 | $35.99 | $37,789.50 |
DisclosureSEC source: 0001193833-07-000120 · edgar.xml · nonDerivative · entry 4 STUMPF JOHN G · CIK 0001201258 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Indirect · Through self-employed pension plan Disclosed balance after: 2,439.284 Read SEC document |
| June 20, 2007 Filed Jul 5, 2007 17:22 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | PurchaseCommon Stock, $1 2/3 par value | 1,050 | $35.99 | $37,789.50 |
DisclosureSEC source: 0001193833-07-000137 · edgar.xml · nonDerivative · entry 4 STUMPF JOHN G · CIK 0001201258 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Indirect · Through self-employed pension plan Disclosed balance after: 2,439.284 Read SEC document |
| April 25, 2007 Filed Apr 26, 2007 22:00 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 184,416 | $0.00 Strike: $36.28 | $0.00 |
DisclosureSEC source: 0001193833-07-000102 · edgar.xml · derivative · entry 15 STUMPF JOHN G · CIK 0001201258 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,416 Underlying: Common Stock, $1 2/3 par value · 184,416 shares Expires 2011-02-27 Read SEC document |
| April 25, 2007 Filed Apr 26, 2007 22:00 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 204,800 | $0.00 Strike: $36.28 | $0.00 |
DisclosureSEC source: 0001193833-07-000102 · edgar.xml · derivative · entry 14 STUMPF JOHN G · CIK 0001201258 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,800 Underlying: Common Stock, $1 2/3 par value · 204,800 shares Expires 2012-02-26 Read SEC document |
| April 25, 2007 Filed Apr 26, 2007 22:00 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 131,112 | $0.00 Strike: $23.30 | $0.00 |
DisclosureSEC source: 0001193833-07-000102 · edgar.xml · derivative · entry 13 STUMPF JOHN G · CIK 0001201258 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 131,112 shares Expires 2012-02-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 25, 2007 Filed Apr 26, 2007 22:00 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 131,114 | $0.00 Strike: $23.30 | $0.00 |
DisclosureSEC source: 0001193833-07-000102 · edgar.xml · derivative · entry 12 STUMPF JOHN G · CIK 0001201258 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 131,114 shares Expires 2012-02-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 25, 2007 Filed Apr 26, 2007 22:00 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 4,633 | $0.00 Strike: $23.30 | $0.00 |
DisclosureSEC source: 0001193833-07-000102 · edgar.xml · derivative · entry 11 STUMPF JOHN G · CIK 0001201258 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 4,633 shares Expires 2012-02-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 25, 2007 Filed Apr 26, 2007 22:00 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 53,102 | $0.00 Strike: $24.79 | $0.00 |
DisclosureSEC source: 0001193833-07-000102 · edgar.xml · derivative · entry 10 STUMPF JOHN G · CIK 0001201258 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,458 Underlying: Common Stock, $1 2/3 par value · 53,102 shares Expires 2011-02-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 25, 2007 Filed Apr 26, 2007 22:00 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 89,560 | $0.00 Strike: $24.79 | $0.00 |
DisclosureSEC source: 0001193833-07-000102 · edgar.xml · derivative · entry 9 STUMPF JOHN G · CIK 0001201258 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 89,560 shares Expires 2011-02-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 25, 2007 Filed Apr 26, 2007 22:00 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 89,560 | $0.00 Strike: $24.79 | $0.00 |
DisclosureSEC source: 0001193833-07-000102 · edgar.xml · derivative · entry 8 STUMPF JOHN G · CIK 0001201258 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 89,560 shares Expires 2011-02-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 25, 2007 Filed Apr 26, 2007 22:00 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 407,386 | $36.28 | $14,779,964.08 |
DisclosureSEC source: 0001193833-07-000102 · edgar.xml · nonDerivative · entry 3 STUMPF JOHN G · CIK 0001201258 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 581,755 Read SEC document |
| April 25, 2007 Filed Apr 26, 2007 22:00 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 266,859 | $23.30 | $6,217,814.70 |
DisclosureSEC source: 0001193833-07-000102 · edgar.xml · nonDerivative · entry 2 STUMPF JOHN G · CIK 0001201258 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 989,141 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 25, 2007 Filed Apr 26, 2007 22:00 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 232,222 | $24.79 | $5,756,783.38 |
DisclosureSEC source: 0001193833-07-000102 · edgar.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 722,282 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 02, 2007 Filed Apr 3, 2007 21:13 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 80,614 | $0.00 Strike: $29.85 | $0.00 |
DisclosureSEC source: 0001193833-07-000068 · edgar.xml · derivative · entry 8 STUMPF JOHN G · CIK 0001201258 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,776 Underlying: Common Stock, $1 2/3 par value · 80,614 shares Expires 2008-07-28 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 02, 2007 Filed Apr 3, 2007 21:13 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 79,386 | $0.00 Strike: $29.85 | $0.00 |
DisclosureSEC source: 0001193833-07-000068 · edgar.xml · derivative · entry 7 STUMPF JOHN G · CIK 0001201258 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 79,386 shares Expires 2009-02-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.