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 |
|---|---|---|---|---|---|---|
| April 02, 2007 Filed Apr 3, 2007 21:13 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 80,614 | $29.85 | $2,406,327.90 |
DisclosureSEC source: 0001193833-07-000068 · 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: 490,060 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 / conversionCommon Stock, $1 2/3 par value | 79,386 | $29.85 | $2,369,672.10 |
DisclosureSEC source: 0001193833-07-000068 · 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: 409,446 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 27, 2007 Filed Feb 28, 2007 23:28 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 266,666 | $0.00 Strike: $34.39 | $0.00 |
DisclosureSEC source: 0001193833-07-000050 · edgar.xml · derivative · entry 3 STUMPF JOHN G · CIK 0001201258 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,666 Underlying: Common Stock, $1 2/3 par value · 266,666 shares Expires 2017-02-27 Read SEC document |
| February 27, 2007 Filed Feb 28, 2007 23:28 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 266,667 | $0.00 Strike: $34.39 | $0.00 |
DisclosureSEC source: 0001193833-07-000050 · edgar.xml · derivative · entry 2 STUMPF JOHN G · CIK 0001201258 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,667 Underlying: Common Stock, $1 2/3 par value · 266,667 shares Expires 2017-02-27 Read SEC document |
| February 27, 2007 Filed Feb 28, 2007 23:28 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 266,667 | $0.00 Strike: $34.39 | $0.00 |
DisclosureSEC source: 0001193833-07-000050 · edgar.xml · derivative · entry 1 STUMPF JOHN G · CIK 0001201258 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,667 Underlying: Common Stock, $1 2/3 par value · 266,667 shares Expires 2017-02-27 Read SEC document |
| February 21, 2007 Filed Feb 22, 2007 21:55 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 7,536.3417 | $35.56 | $267,992.31 |
DisclosureSEC source: 0001193833-07-000036 · edgar.xml · derivative · entry 1 STUMPF JOHN G · CIK 0001201258 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,772.6217 Underlying: Common Stock, $1 2/3 par value · 7,536.3417 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 |
| October 24, 2006 Filed Oct 25, 2006 19:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 96,505 | $0.00 Strike: $36.67 | $0.00 |
DisclosureSEC source: 0001193833-06-000158 · edgar.xml · derivative · entry 12 STUMPF JOHN G · CIK 0001201258 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,505 Underlying: Common Stock, $1 2/3 par value · 96,505 shares Expires 2012-02-26 Read SEC document |
| October 24, 2006 Filed Oct 25, 2006 19:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 201,402 | $0.00 Strike: $36.67 | $0.00 |
DisclosureSEC source: 0001193833-06-000158 · edgar.xml · derivative · entry 11 STUMPF JOHN G · CIK 0001201258 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,402 Underlying: Common Stock, $1 2/3 par value · 201,402 shares Expires 2013-02-25 Read SEC document |
| October 24, 2006 Filed Oct 25, 2006 19:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 183,646 | $0.00 Strike: $22.62 | $0.00 |
DisclosureSEC source: 0001193833-06-000158 · edgar.xml · derivative · entry 10 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 · 183,646 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. F1 · derivative.underlying_shares: Amounts, and where applicable option exercise prices, reflect a 2-for-1 stock split in the form of a 100 percent stock dividend distributed on August 11, 2006 Read SEC document |
| October 24, 2006 Filed Oct 25, 2006 19:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 84,550 | $0.00 Strike: $22.62 | $0.00 |
DisclosureSEC source: 0001193833-06-000158 · 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 · 84,550 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. F1 · derivative.underlying_shares: Amounts, and where applicable option exercise prices, reflect a 2-for-1 stock split in the form of a 100 percent stock dividend distributed on August 11, 2006 Read SEC document |
| October 24, 2006 Filed Oct 25, 2006 19:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 126,481 | $0.00 Strike: $23.30 | $0.00 |
DisclosureSEC source: 0001193833-06-000158 · edgar.xml · derivative · entry 8 STUMPF JOHN G · CIK 0001201258 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,633 Underlying: Common Stock, $1 2/3 par value · 126,481 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. F1 · balance_after: Amounts, and where applicable option exercise prices, reflect a 2-for-1 stock split in the form of a 100 percent stock dividend distributed on August 11, 2006 Read SEC document |
| October 24, 2006 Filed Oct 25, 2006 19:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 313,911 | $36.67 | $11,511,116.37 |
DisclosureSEC source: 0001193833-06-000158 · 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: 330,060 F1 · balance_after: Amounts, and where applicable option exercise prices, reflect a 2-for-1 stock split in the form of a 100 percent stock dividend distributed on August 11, 2006 Read SEC document |
| October 24, 2006 Filed Oct 25, 2006 19:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 268,196 | $22.62 | $6,066,593.52 |
DisclosureSEC source: 0001193833-06-000158 · 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: 643,971 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 · balance_after: Amounts, and where applicable option exercise prices, reflect a 2-for-1 stock split in the form of a 100 percent stock dividend distributed on August 11, 2006 Read SEC document |
| October 24, 2006 Filed Oct 25, 2006 19:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 126,481 | $23.30 | $2,947,007.30 |
DisclosureSEC source: 0001193833-06-000158 · 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: 375,775 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 · balance_after: Amounts, and where applicable option exercise prices, reflect a 2-for-1 stock split in the form of a 100 percent stock dividend distributed on August 11, 2006 Read SEC document |
| July 01, 2006 Filed Jul 5, 2006 20:55 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Rights · Derivative | 3,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-06-000119 · 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 · 3,219 shares Expires 2006-07-01 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 01, 2006 Filed Jul 5, 2006 20:55 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 1,473 | $67.08 | $98,808.84 |
DisclosureSEC source: 0001193833-06-000119 · 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: 124,647 Read SEC document |
| July 01, 2006 Filed Jul 5, 2006 20:55 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 3,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-06-000119 · 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: 126,120 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 27, 2006 Filed Jun 29, 2006 19:40 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 20,006 | $0.00 Strike: $65.85 | $0.00 |
DisclosureSEC source: 0001193833-06-000108 · edgar.xml · derivative · entry 3 STUMPF JOHN G · CIK 0001201258 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,006 Underlying: Common Stock, $1 2/3 par value · 20,006 shares Expires 2016-06-27 Read SEC document |
| June 27, 2006 Filed Jun 29, 2006 19:40 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 20,007 | $0.00 Strike: $65.85 | $0.00 |
DisclosureSEC source: 0001193833-06-000108 · edgar.xml · derivative · entry 2 STUMPF JOHN G · CIK 0001201258 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,007 Underlying: Common Stock, $1 2/3 par value · 20,007 shares Expires 2016-06-27 Read SEC document |
| June 27, 2006 Filed Jun 29, 2006 19:40 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 20,007 | $0.00 Strike: $65.85 | $0.00 |
DisclosureSEC source: 0001193833-06-000108 · edgar.xml · derivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,007 Underlying: Common Stock, $1 2/3 par value · 20,007 shares Expires 2016-06-27 Read SEC document |
| April 21, 2006 Filed Apr 24, 2006 20:29 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 113,406 | $0.00 Strike: $65.03 | $0.00 |
DisclosureSEC source: 0001193833-06-000074 · edgar.xml · derivative · entry 12 STUMPF JOHN G · CIK 0001201258 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,406 Underlying: Common Stock, $1 2/3 par value · 113,406 shares Expires 2013-02-25 Read SEC document |
| April 21, 2006 Filed Apr 24, 2006 20:29 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 1,087 | $0.00 Strike: $65.03 | $0.00 |
DisclosureSEC source: 0001193833-06-000074 · edgar.xml · derivative · entry 11 STUMPF JOHN G · CIK 0001201258 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,087 Underlying: Common Stock, $1 2/3 par value · 1,087 shares Expires 2009-02-23 Read SEC document |
| April 21, 2006 Filed Apr 24, 2006 20:29 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 49,548 | $0.00 Strike: $45.24 | $0.00 |
DisclosureSEC source: 0001193833-06-000074 · edgar.xml · derivative · entry 10 STUMPF JOHN G · CIK 0001201258 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,275 Underlying: Common Stock, $1 2/3 par value · 49,548 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 |
| April 21, 2006 Filed Apr 24, 2006 20:29 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 91,824 | $0.00 Strike: $45.24 | $0.00 |
DisclosureSEC source: 0001193833-06-000074 · edgar.xml · derivative · entry 9 STUMPF JOHN G · CIK 0001201258 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 91,824 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 |
| April 21, 2006 Filed Apr 24, 2006 20:29 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 1,500 | $0.00 Strike: $37.56 | $0.00 |
DisclosureSEC source: 0001193833-06-000074 · edgar.xml · derivative · entry 8 STUMPF JOHN G · CIK 0001201258 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 1,500 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 |
| April 21, 2006 Filed Apr 24, 2006 20:29 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 119,186 | $65.03 | $7,750,665.58 |
DisclosureSEC source: 0001193833-06-000074 · edgar.xml · nonDerivative · entry 4 STUMPF JOHN G · CIK 0001201258 · President & COO 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 122,901 Read SEC document |
| April 21, 2006 Filed Apr 24, 2006 20:29 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 141,372 | $45.24 | $6,395,669.28 |
DisclosureSEC source: 0001193833-06-000074 · edgar.xml · nonDerivative · entry 3 STUMPF JOHN G · CIK 0001201258 · President & COO 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 242,087 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 21, 2006 Filed Apr 24, 2006 20:29 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 1,500 | $37.56 | $56,343.75 |
DisclosureSEC source: 0001193833-06-000074 · edgar.xml · nonDerivative · entry 2 STUMPF JOHN G · CIK 0001201258 · President & COO 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 100,715 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 20, 2006 Filed Apr 24, 2006 20:29 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | PurchaseCommon Stock, $1 2/3 par value | 310 | $65.07 | $20,171.70 |
DisclosureSEC source: 0001193833-06-000074 · edgar.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · President & COO 10b5-1 filing: Not disclosed Ownership: Indirect · Through self employed pension plan Disclosed balance after: 667.795 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 22:58 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 129,033 | $0.00 Strike: $64.49 | $0.00 |
DisclosureSEC source: 0001193833-06-000044 · edgar.xml · derivative · entry 3 STUMPF JOHN G · CIK 0001201258 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,033 Underlying: Common Stock, $1 2/3 par value · 129,033 shares Expires 2016-02-28 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 22:58 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 129,033 | $0.00 Strike: $64.49 | $0.00 |
DisclosureSEC source: 0001193833-06-000044 · edgar.xml · derivative · entry 2 STUMPF JOHN G · CIK 0001201258 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,033 Underlying: Common Stock, $1 2/3 par value · 129,033 shares Expires 2016-02-28 Read SEC document |
| February 28, 2006 Filed Mar 1, 2006 22:58 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 129,034 | $0.00 Strike: $64.49 | $0.00 |
DisclosureSEC source: 0001193833-06-000044 · edgar.xml · derivative · entry 1 STUMPF JOHN G · CIK 0001201258 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,034 Underlying: Common Stock, $1 2/3 par value · 129,034 shares Expires 2016-02-28 Read SEC document |
| February 16, 2006 Filed Feb 17, 2006 23:34 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 2,640.4584 | $62.83 | $165,900.00 |
DisclosureSEC source: 0001193833-06-000032 · edgar.xml · derivative · entry 1 STUMPF JOHN G · CIK 0001201258 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,550.8585 Underlying: Common Stock, $1 2/3 par value · 2,640.4584 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 |
| October 20, 2005 Filed Oct 24, 2005 21:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 39,693 | $0.00 Strike: $59.70 | $0.00 |
DisclosureSEC source: 0001193833-05-000145 · edgar.xml · derivative · entry 14 STUMPF JOHN G · CIK 0001201258 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,693 Underlying: Common Stock, $1 2/3 par value · 39,693 shares Expires 2009-02-23 Read SEC document |
| October 20, 2005 Filed Oct 24, 2005 21:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 49,195 | $0.00 Strike: $59.70 | $0.00 |
DisclosureSEC source: 0001193833-05-000145 · edgar.xml · derivative · entry 13 STUMPF JOHN G · CIK 0001201258 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,195 Underlying: Common Stock, $1 2/3 par value · 49,195 shares Expires 2008-07-28 Read SEC document |
| October 20, 2005 Filed Oct 24, 2005 21:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 16,433 | $0.00 Strike: $37.56 | $0.00 |
DisclosureSEC source: 0001193833-05-000145 · edgar.xml · derivative · entry 12 STUMPF JOHN G · CIK 0001201258 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock, $1 2/3 par value · 16,433 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 |
| October 20, 2005 Filed Oct 24, 2005 21:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 17,933 | $0.00 Strike: $37.56 | $0.00 |
DisclosureSEC source: 0001193833-05-000145 · edgar.xml · derivative · entry 11 STUMPF JOHN G · CIK 0001201258 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 17,933 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 |
| October 20, 2005 Filed Oct 24, 2005 21:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 17,934 | $0.00 Strike: $37.56 | $0.00 |
DisclosureSEC source: 0001193833-05-000145 · edgar.xml · derivative · entry 10 STUMPF JOHN G · CIK 0001201258 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 17,934 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 |
| October 20, 2005 Filed Oct 24, 2005 21:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 50,000 | $0.00 Strike: $36.78 | $0.00 |
DisclosureSEC source: 0001193833-05-000145 · edgar.xml · derivative · entry 9 STUMPF JOHN G · CIK 0001201258 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 50,000 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 |
| October 20, 2005 Filed Oct 24, 2005 21:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 15,554 | $0.00 Strike: $36.78 | $0.00 |
DisclosureSEC source: 0001193833-05-000145 · edgar.xml · derivative · entry 8 STUMPF JOHN G · CIK 0001201258 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 15,554 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 |
| October 20, 2005 Filed Oct 24, 2005 21:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 93,678 | $59.70 | $5,592,576.60 |
DisclosureSEC source: 0001193833-05-000145 · edgar.xml · nonDerivative · entry 3 STUMPF JOHN G · CIK 0001201258 · President & COO 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 99,215 Read SEC document |
| October 20, 2005 Filed Oct 24, 2005 21:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 52,300 | $37.56 | $1,964,518.75 |
DisclosureSEC source: 0001193833-05-000145 · edgar.xml · nonDerivative · entry 2 STUMPF JOHN G · CIK 0001201258 · President & COO 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 192,893 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 20, 2005 Filed Oct 24, 2005 21:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 65,554 | $36.78 | $2,411,161.34 |
DisclosureSEC source: 0001193833-05-000145 · edgar.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · President & COO 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 140,593 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 26, 2005 Filed Aug 29, 2005 22:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | PurchaseCommon Stock, $1 2/3 par value | 4,000 | $59.11 | $236,440.00 |
DisclosureSEC source: 0001193833-05-000125 · edgar.xml · nonDerivative · entry 2 STUMPF JOHN G · CIK 0001201258 · President & COO 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 74,679 Read SEC document |
| August 26, 2005 Filed Aug 29, 2005 22:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | PurchaseCommon Stock, $1 2/3 par value | 6,000 | $59.08 | $354,480.00 |
DisclosureSEC source: 0001193833-05-000125 · edgar.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · President & COO 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 70,679 Read SEC document |
| August 01, 2005 Filed Aug 2, 2005 21:02 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 47,720 | $0.00 Strike: $61.34 | $0.00 |
DisclosureSEC source: 0001193833-05-000116 · edgar.xml · derivative · entry 2 STUMPF JOHN G · CIK 0001201258 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,720 Underlying: Common Stock, $1 2/3 par value · 47,720 shares Expires 2015-08-01 Read SEC document |
| August 01, 2005 Filed Aug 2, 2005 21:02 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 47,720 | $0.00 Strike: $61.34 | $0.00 |
DisclosureSEC source: 0001193833-05-000116 · edgar.xml · derivative · entry 1 STUMPF JOHN G · CIK 0001201258 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,720 Underlying: Common Stock, $1 2/3 par value · 47,720 shares Expires 2015-08-01 Read SEC document |
| July 01, 2005 Filed Jul 5, 2005 22:25 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Rights · Derivative | 3,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-05-000109 · edgar.xml · derivative · entry 7 STUMPF JOHN G · CIK 0001201258 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 3,219 shares Expires 2005-07-01 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 01, 2005 Filed Jul 5, 2005 22:25 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 1,473 | $61.58 | $90,707.34 |
DisclosureSEC source: 0001193833-05-000109 · edgar.xml · nonDerivative · entry 2 STUMPF JOHN G · CIK 0001201258 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 64,679 Read SEC document |
| July 01, 2005 Filed Jul 5, 2005 22:25 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 3,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-05-000109 · edgar.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 66,152 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.