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, 2005 Filed Mar 17, 2005 20:26 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | PurchaseCommon Stock, $1 2/3 par value | 349 | $59.99 | $20,936.51 |
DisclosureSEC source: 0001193833-05-000051 · edgar.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through self employed pension plan Disclosed balance after: 349 Read SEC document |
| March 09, 2005 Filed Mar 11, 2005 23:47 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 25,602 | $0.00 Strike: $60.79 | $0.00 |
DisclosureSEC source: 0001193833-05-000047 · edgar.xml · derivative · entry 12 STUMPF JOHN G · CIK 0001201258 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,602 Underlying: Common Stock, $1 2/3 par value · 25,602 shares Expires 2008-07-28 Read SEC document |
| March 09, 2005 Filed Mar 11, 2005 23:47 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 30,938 | $0.00 Strike: $60.79 | $0.00 |
DisclosureSEC source: 0001193833-05-000047 · edgar.xml · derivative · entry 11 STUMPF JOHN G · CIK 0001201258 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,938 Underlying: Common Stock, $1 2/3 par value · 30,938 shares Expires 2010-02-22 Read SEC document |
| March 09, 2005 Filed Mar 11, 2005 23:47 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 34,446 | $0.00 Strike: $36.78 | $0.00 |
DisclosureSEC source: 0001193833-05-000047 · edgar.xml · derivative · entry 10 STUMPF JOHN G · CIK 0001201258 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,554 Underlying: Common Stock, $1 2/3 par value · 34,446 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 |
| March 09, 2005 Filed Mar 11, 2005 23:47 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 32,300 | $0.00 Strike: $33.50 | $0.00 |
DisclosureSEC source: 0001193833-05-000047 · edgar.xml · derivative · entry 9 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 · 32,300 shares Expires 2010-02-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 09, 2005 Filed Mar 11, 2005 23:47 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 11,387 | $0.00 Strike: $33.50 | $0.00 |
DisclosureSEC source: 0001193833-05-000047 · edgar.xml · derivative · entry 8 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 · 11,387 shares Expires 2010-02-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 09, 2005 Filed Mar 11, 2005 23:47 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 60,115 | $60.79 | $3,654,390.85 |
DisclosureSEC source: 0001193833-05-000047 · edgar.xml · nonDerivative · entry 3 STUMPF JOHN G · CIK 0001201258 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 62,933 Read SEC document |
| March 09, 2005 Filed Mar 11, 2005 23:47 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 34,446 | $36.78 | $1,266,968.66 |
DisclosureSEC source: 0001193833-05-000047 · 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: 123,048 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 09, 2005 Filed Mar 11, 2005 23:47 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 43,687 | $33.50 | $1,463,514.50 |
DisclosureSEC source: 0001193833-05-000047 · 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: 88,602 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 09, 2005 Filed Feb 10, 2006 19:53 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 25,602 | $0.00 Strike: $60.79 | $0.00 |
DisclosureSEC source: 0001193833-06-000022 · edgar.xml · derivative · entry 12 STUMPF JOHN G · CIK 0001201258 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,602 Underlying: Common Stock, $1 2/3 par value · 25,602 shares Expires 2008-07-28 Read SEC document |
| March 09, 2005 Filed Feb 10, 2006 19:53 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 30,938 | $0.00 Strike: $60.79 | $0.00 |
DisclosureSEC source: 0001193833-06-000022 · edgar.xml · derivative · entry 11 STUMPF JOHN G · CIK 0001201258 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,938 Underlying: Common Stock, $1 2/3 par value · 30,938 shares Expires 2010-02-22 Read SEC document |
| March 09, 2005 Filed Feb 10, 2006 19:53 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 34,446 | $0.00 Strike: $36.78 | $0.00 |
DisclosureSEC source: 0001193833-06-000022 · edgar.xml · derivative · entry 10 STUMPF JOHN G · CIK 0001201258 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,554 Underlying: Common Stock, $1 2/3 par value · 34,446 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 |
| March 09, 2005 Filed Feb 10, 2006 19:53 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 32,300 | $0.00 Strike: $33.50 | $0.00 |
DisclosureSEC source: 0001193833-06-000022 · edgar.xml · derivative · entry 9 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 · 32,300 shares Expires 2010-02-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 09, 2005 Filed Feb 10, 2006 19:53 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 11,387 | $0.00 Strike: $33.50 | $0.00 |
DisclosureSEC source: 0001193833-06-000022 · edgar.xml · derivative · entry 8 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 · 11,387 shares Expires 2010-02-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 09, 2005 Filed Feb 10, 2006 19:53 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 60,115 | $60.79 | $3,654,390.85 |
DisclosureSEC source: 0001193833-06-000022 · edgar.xml · nonDerivative · entry 3 STUMPF JOHN G · CIK 0001201258 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 63,293 F1 · balance_after: Holdings through family trust increased by 360 shares inadvertently omitted from this report and subsequent filings until the filing made on October 24, 2005. Read SEC document |
| March 09, 2005 Filed Feb 10, 2006 19:53 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 34,446 | $36.78 | $1,266,968.66 |
DisclosureSEC source: 0001193833-06-000022 · 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: 123,408 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: Holdings through family trust increased by 360 shares inadvertently omitted from this report and subsequent filings until the filing made on October 24, 2005. Read SEC document |
| March 09, 2005 Filed Feb 10, 2006 19:53 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 43,687 | $33.50 | $1,463,514.50 |
DisclosureSEC source: 0001193833-06-000022 · 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: 88,962 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: Holdings through family trust increased by 360 shares inadvertently omitted from this report and subsequent filings until the filing made on October 24, 2005. Read SEC document |
| March 01, 2005 Filed Mar 3, 2005 23:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1.5868 | $61.91 | $98.24 |
DisclosureSEC source: 0001193833-05-000042 · edgar.xml · derivative · entry 2 STUMPF JOHN G · CIK 0001201258 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,427.9875 Underlying: Common Stock, $1 2/3 par value · 1.5868 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 |
| March 01, 2005 Filed Mar 3, 2005 23:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 2,090.9091 | $62.15 | $129,950.00 |
DisclosureSEC source: 0001193833-05-000042 · edgar.xml · derivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,426.4007 Underlying: Common Stock, $1 2/3 par value · 2,090.9091 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 22, 2005 Filed Feb 23, 2005 23:27 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 298,510 | $0.00 Strike: $59.81 | $0.00 |
DisclosureSEC source: 0001193833-05-000030 · edgar.xml · derivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,510 Underlying: Common Stock, $1 2/3 par value · 298,510 shares Expires 2015-02-22 Read SEC document |
| September 03, 2004 Filed Sep 7, 2004 22:33 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 38,124 | $0.00 Strike: $59.42 | $0.00 |
DisclosureSEC source: 0001193833-04-000121 · edgar.xml · derivative · entry 7 STUMPF JOHN G · CIK 0001201258 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,124 Underlying: Common Stock, $1 2/3 par value · 38,124 shares Expires 2010-02-22 Read SEC document |
| September 03, 2004 Filed Sep 7, 2004 22:33 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 20,913 | $0.00 Strike: $33.50 | $0.00 |
DisclosureSEC source: 0001193833-04-000121 · edgar.xml · derivative · entry 6 STUMPF JOHN G · CIK 0001201258 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,387 Underlying: Common Stock, $1 2/3 par value · 20,913 shares Expires 2010-02-22 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 |
| September 03, 2004 Filed Sep 7, 2004 22:33 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 32,300 | $0.00 Strike: $33.50 | $0.00 |
DisclosureSEC source: 0001193833-04-000121 · edgar.xml · derivative · entry 5 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 · 32,300 shares Expires 2010-02-22 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 |
| September 03, 2004 Filed Sep 7, 2004 22:33 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 38,298 | $59.42 | $2,275,667.16 |
DisclosureSEC source: 0001193833-04-000121 · edgar.xml · nonDerivative · entry 2 STUMPF JOHN G · CIK 0001201258 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,460 Read SEC document |
| September 03, 2004 Filed Sep 7, 2004 22:33 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 53,213 | $33.50 | $1,782,635.50 |
DisclosureSEC source: 0001193833-04-000121 · edgar.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,758 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 06, 2004 Filed Aug 9, 2004 18:43 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | PurchaseCommon Stock, $1 2/3 par value | 26,300 | $56.27 | $1,479,901.00 |
DisclosureSEC source: 0001193833-04-000112 · edgar.xml · nonDerivative · entry 3 STUMPF JOHN G · CIK 0001201258 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,545 Read SEC document |
| August 06, 2004 Filed Aug 9, 2004 18:43 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | PurchaseCommon Stock, $1 2/3 par value | 3,600 | $56.26 | $202,536.00 |
DisclosureSEC source: 0001193833-04-000112 · edgar.xml · nonDerivative · entry 2 STUMPF JOHN G · CIK 0001201258 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,245 Read SEC document |
| August 06, 2004 Filed Aug 9, 2004 18:43 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | PurchaseCommon Stock, $1 2/3 par value | 100 | $56.25 | $5,625.00 |
DisclosureSEC source: 0001193833-04-000112 · edgar.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,645 Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 21:01 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | PurchaseCommon Stock, $1 2/3 par value | 200 | $57.17 | $11,434.00 |
DisclosureSEC source: 0001193833-04-000107 · edgar.xml · nonDerivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 200 Read SEC document |
| February 24, 2004 Filed Feb 26, 2004 19:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 275,130 | $0.00 Strike: $56.86 | $0.00 |
DisclosureSEC source: 0001193833-04-000046 · edgar.xml · derivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,130 Underlying: Common Stock, $1 2/3 par value · 275,130 shares Expires 2014-02-24 Read SEC document |
| February 03, 2004 Filed Feb 4, 2004 22:51 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 2,317.8808 | $58.89 | $136,500.00 |
DisclosureSEC source: 0001193833-04-000029 · edgar.xml · derivative · entry 1 STUMPF JOHN G · CIK 0001201258 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,955.1601 Underlying: Common Stock, $1 2/3 par value · 2,317.8808 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.