Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
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 July 28, 2016 · Filed July 29, 2016
Section 16 reporting ended · disclosed 2007-06-27. 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 | Direct | 4,830 |
Ending reported balance
After 2016-07-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-07-28 · Exercise / conversion · Acquired 4,484.7437 · Balance 7,065.7437 F1: Number of shares represents a Restricted Share Right ("RSR") vesting on 7/28/2016. Original grant date was 7/28/2015. This vesting represents one-fourth of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Row 2 · 2016-07-28 · Tax withholding · Disposed 2,235.7437 · Balance 4,830 |
| Restricted Share RightSEC Table II · derivative / convertible security | Direct | 13,452.1719 |
Reported balance
After 2016-07-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2016-07-28 · Exercise / conversion · Disposed 4,484.7437 · Balance 13,452.1719 F3: Each RSR represents a contingent right to receive one share of Company common stock. F4: These RSRs vest in four installments: one-fourth on 7/28/2016, 7/28/2017, 7/28/2018, and 7/28/2019. 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. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough 401(k) Plan | 17,968.3814 |
Reported balance
Holding disclosure · report date 2016-07-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 17,968.3814 F2: Reflects share equivalent of units in the Wells Fargo ESOP Fund under the 401(k) Plan (the "Plan") as of June 30, 2016, as if investable cash equivalents held by Plan were fully invested in Wells Fargo & Company (the "Company") common stock. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough Family Trust | 937,376.77 |
Reported balance
Holding disclosure · report date 2016-07-28 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 937,376.77 |
Filing footnotes · ownership attribution and instrument terms
F1: Number of shares represents a Restricted Share Right ("RSR") vesting on 7/28/2016. Original grant date was 7/28/2015. This vesting represents one-fourth of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs).
F2: Reflects share equivalent of units in the Wells Fargo ESOP Fund under the 401(k) Plan (the "Plan") as of June 30, 2016, as if investable cash equivalents held by Plan were fully invested in Wells Fargo & Company (the "Company") common stock.
F3: Each RSR represents a contingent right to receive one share of Company common stock.
F4: These RSRs vest in four installments: one-fourth on 7/28/2016, 7/28/2017, 7/28/2018, and 7/28/2019. 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.
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 |
|---|---|---|---|---|---|---|
| February 24, 2009 Filed Feb 26, 2009 21:46 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 104,311 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-09-000050 · edgar.xml · derivative · entry 2 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,311 Underlying: Common Stock, $1 2/3 par value · 104,311 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Share Right represents a contingent right to receive one share of Company common stock. F3 · derivative.exercise_date: Restricted Share Rights ("RSRs") will vest in three installments: 30% on July 1, 2012, 30% on July 1, 2013, and 40% on July 1, 2014, provided that to the extent required by the Emergency Economic Stabilization Act of 2008, as amended from time to time, no installment will vest during the period in which any obligation arising from financial assistance provided to the Company under the Troubled Asset Relief Program remains outstanding. 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 of the RSRs. F3 · derivative.expiration_date: Restricted Share Rights ("RSRs") will vest in three installments: 30% on July 1, 2012, 30% on July 1, 2013, and 40% on July 1, 2014, provided that to the extent required by the Emergency Economic Stabilization Act of 2008, as amended from time to time, no installment will vest during the period in which any obligation arising from financial assistance provided to the Company under the Troubled Asset Relief Program remains outstanding. 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 of the RSRs. Read SEC document |
| February 24, 2009 Filed Feb 26, 2009 21:46 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 782,288 | $0.00 Strike: $13.05 | $0.00 |
DisclosureSEC source: 0001193833-09-000050 · edgar.xml · derivative · entry 1 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 782,288 Underlying: Common Stock, $1 2/3 par value · 782,288 shares Expires not disclosed F1 · derivative.exercise_date: The employee stock options granted will become exercisable in three equal annual installments beginning on February 24, 2010, 2011 and 2012. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for at least one year after retirement, shares of Company common stock equal to at least 50% of the after-tax shares (assuming a 50% tax rate) acquired upon exercise of these options. F1 · derivative.expiration_date: The employee stock options granted will become exercisable in three equal annual installments beginning on February 24, 2010, 2011 and 2012. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for at least one year after retirement, shares of Company common stock equal to at least 50% of the after-tax shares (assuming a 50% tax rate) acquired upon exercise of these options. Read SEC document |
| February 20, 2009 Filed Feb 21, 2009 01:29 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 2,155.8772 | $29.48 | $63,555.26 |
DisclosureSEC source: 0001193833-09-000031 · edgar.xml · derivative · entry 1 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,247.9719 Underlying: Common Stock, $1 2/3 par value · 2,155.8772 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 |
| July 23, 2008 Filed Jul 24, 2008 22:18 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 58,456 | $0.00 Strike: $30.15 | $0.00 |
DisclosureSEC source: 0001193833-08-000100 · edgar.xml · derivative · entry 6 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 58,456 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 |
| July 23, 2008 Filed Jul 24, 2008 22:18 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 19,650 | $0.00 Strike: $28.79 | $0.00 |
DisclosureSEC source: 0001193833-08-000100 · edgar.xml · derivative · entry 5 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 19,650 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 |
| July 23, 2008 Filed Jul 24, 2008 22:18 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 77,203 | $30.45 | $2,350,831.35 |
DisclosureSEC source: 0001193833-08-000100 · edgar.xml · nonDerivative · entry 3 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 206,331.77 Read SEC document |
| July 23, 2008 Filed Jul 24, 2008 22:18 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 58,456 | $30.15 | $1,762,156.12 |
DisclosureSEC source: 0001193833-08-000100 · edgar.xml · nonDerivative · entry 2 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 283,534.77 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 23, 2008 Filed Jul 24, 2008 22:18 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 19,650 | $28.79 | $565,625.25 |
DisclosureSEC source: 0001193833-08-000100 · edgar.xml · nonDerivative · entry 1 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 225,078.77 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, 2008 Filed Apr 14, 2008 17:07 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 5,257.0898 | $30.19 | $158,711.54 |
DisclosureSEC source: 0001193833-08-000062 · edgar.xml · derivative · entry 1 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,997.5583 Underlying: Common Stock, $1 2/3 par value · 5,257.0898 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 18:14 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 208,610 | $0.00 Strike: $31.40 | $0.00 |
DisclosureSEC source: 0001193833-08-000027 · edgar.xml · derivative · entry 3 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,610 Underlying: Common Stock, $1 2/3 par value · 208,610 shares Expires 2018-02-26 Read SEC document |
| February 26, 2008 Filed Feb 27, 2008 18:14 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 208,610 | $0.00 Strike: $31.40 | $0.00 |
DisclosureSEC source: 0001193833-08-000027 · edgar.xml · derivative · entry 2 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,610 Underlying: Common Stock, $1 2/3 par value · 208,610 shares Expires 2018-02-26 Read SEC document |
| February 26, 2008 Filed Feb 27, 2008 18:14 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 208,610 | $0.00 Strike: $31.40 | $0.00 |
DisclosureSEC source: 0001193833-08-000027 · edgar.xml · derivative · entry 1 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,610 Underlying: Common Stock, $1 2/3 par value · 208,610 shares Expires 2018-02-26 Read SEC document |
| January 22, 2008 Filed Jan 23, 2008 19:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 34,112 | $0.00 Strike: $26.95 | $0.00 |
DisclosureSEC source: 0001193833-08-000012 · edgar.xml · derivative · entry 10 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,112 Underlying: Common Stock, $1 2/3 par value · 34,112 shares Expires 2012-02-26 Read SEC document |
| January 22, 2008 Filed Jan 23, 2008 19:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 114,620 | $0.00 Strike: $26.95 | $0.00 |
DisclosureSEC source: 0001193833-08-000012 · edgar.xml · derivative · entry 9 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,620 Underlying: Common Stock, $1 2/3 par value · 114,620 shares Expires 2011-02-27 Read SEC document |
| January 22, 2008 Filed Jan 23, 2008 19:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 37,406 | $0.00 Strike: $23.30 | $0.00 |
DisclosureSEC source: 0001193833-08-000012 · edgar.xml · derivative · entry 8 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 37,406 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 |
| January 22, 2008 Filed Jan 23, 2008 19:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 40,306 | $0.00 Strike: $24.79 | $0.00 |
DisclosureSEC source: 0001193833-08-000012 · edgar.xml · derivative · entry 7 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 40,306 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 |
| January 22, 2008 Filed Jan 23, 2008 19:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 40,306 | $0.00 Strike: $24.79 | $0.00 |
DisclosureSEC source: 0001193833-08-000012 · edgar.xml · derivative · entry 6 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 40,306 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 |
| January 22, 2008 Filed Jan 23, 2008 19:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 40,308 | $0.00 Strike: $24.79 | $0.00 |
DisclosureSEC source: 0001193833-08-000012 · edgar.xml · derivative · entry 5 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 40,308 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 |
| January 22, 2008 Filed Jan 23, 2008 19:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 149,050 | $26.95 | $4,016,897.50 |
DisclosureSEC source: 0001193833-08-000012 · edgar.xml · nonDerivative · entry 3 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 205,378.77 Read SEC document |
| January 22, 2008 Filed Jan 23, 2008 19:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 37,406 | $23.30 | $871,559.80 |
DisclosureSEC source: 0001193833-08-000012 · edgar.xml · nonDerivative · entry 2 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 354,428.77 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 22, 2008 Filed Jan 23, 2008 19:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 120,920 | $24.79 | $2,997,606.80 |
DisclosureSEC source: 0001193833-08-000012 · edgar.xml · nonDerivative · entry 1 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 317,022.77 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 22, 2008 Filed Jan 23, 2008 19:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 34,112 | $0.00 Strike: $26.95 | $0.00 |
DisclosureSEC source: 0001193833-08-000013 · edgar.xml · derivative · entry 10 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,112 Underlying: Common Stock, $1 2/3 par value · 34,112 shares Expires 2012-02-26 Read SEC document |
| January 22, 2008 Filed Jan 23, 2008 19:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 114,620 | $0.00 Strike: $26.95 | $0.00 |
DisclosureSEC source: 0001193833-08-000013 · edgar.xml · derivative · entry 9 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,620 Underlying: Common Stock, $1 2/3 par value · 114,620 shares Expires 2011-02-27 Read SEC document |
| January 22, 2008 Filed Jan 23, 2008 19:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 37,406 | $0.00 Strike: $23.30 | $0.00 |
DisclosureSEC source: 0001193833-08-000013 · edgar.xml · derivative · entry 8 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 37,406 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 |
| January 22, 2008 Filed Jan 23, 2008 19:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 40,306 | $0.00 Strike: $24.79 | $0.00 |
DisclosureSEC source: 0001193833-08-000013 · edgar.xml · derivative · entry 7 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 40,306 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 |
| January 22, 2008 Filed Jan 23, 2008 19:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 40,306 | $0.00 Strike: $24.79 | $0.00 |
DisclosureSEC source: 0001193833-08-000013 · edgar.xml · derivative · entry 6 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 40,306 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 |
| January 22, 2008 Filed Jan 23, 2008 19:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 40,308 | $0.00 Strike: $24.79 | $0.00 |
DisclosureSEC source: 0001193833-08-000013 · edgar.xml · derivative · entry 5 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 40,308 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 |
| January 22, 2008 Filed Jan 23, 2008 19:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 149,050 | $26.95 | $4,016,897.50 |
DisclosureSEC source: 0001193833-08-000013 · edgar.xml · nonDerivative · entry 3 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 205,378.77 Read SEC document |
| January 22, 2008 Filed Jan 23, 2008 19:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 37,406 | $23.30 | $871,559.80 |
DisclosureSEC source: 0001193833-08-000013 · edgar.xml · nonDerivative · entry 2 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 354,428.77 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 22, 2008 Filed Jan 23, 2008 19:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 120,920 | $24.79 | $2,997,606.80 |
DisclosureSEC source: 0001193833-08-000013 · edgar.xml · nonDerivative · entry 1 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 317,022.77 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 22, 2008 Filed Jan 23, 2008 21:04 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 34,112 | $0.00 Strike: $26.95 | $0.00 |
DisclosureSEC source: 0001193833-08-000014 · edgar.xml · derivative · entry 10 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,112 Underlying: Common Stock, $1 2/3 par value · 34,112 shares Expires 2012-02-26 Read SEC document |
| January 22, 2008 Filed Jan 23, 2008 21:04 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 114,620 | $0.00 Strike: $26.95 | $0.00 |
DisclosureSEC source: 0001193833-08-000014 · edgar.xml · derivative · entry 9 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,620 Underlying: Common Stock, $1 2/3 par value · 114,620 shares Expires 2011-02-27 Read SEC document |
| January 22, 2008 Filed Jan 23, 2008 21:04 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 37,406 | $0.00 Strike: $23.30 | $0.00 |
DisclosureSEC source: 0001193833-08-000014 · edgar.xml · derivative · entry 8 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 37,406 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 |
| January 22, 2008 Filed Jan 23, 2008 21:04 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 40,306 | $0.00 Strike: $24.79 | $0.00 |
DisclosureSEC source: 0001193833-08-000014 · edgar.xml · derivative · entry 7 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 40,306 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 |
| January 22, 2008 Filed Jan 23, 2008 21:04 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 40,306 | $0.00 Strike: $24.79 | $0.00 |
DisclosureSEC source: 0001193833-08-000014 · edgar.xml · derivative · entry 6 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 40,306 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 |
| January 22, 2008 Filed Jan 23, 2008 21:04 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 40,308 | $0.00 Strike: $24.79 | $0.00 |
DisclosureSEC source: 0001193833-08-000014 · edgar.xml · derivative · entry 5 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 40,308 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 |
| January 22, 2008 Filed Jan 23, 2008 21:04 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 149,000 | $26.95 | $4,015,550.00 |
DisclosureSEC source: 0001193833-08-000014 · edgar.xml · nonDerivative · entry 3 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 205,428.77 Read SEC document |
| January 22, 2008 Filed Jan 23, 2008 21:04 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 37,406 | $23.30 | $871,559.80 |
DisclosureSEC source: 0001193833-08-000014 · edgar.xml · nonDerivative · entry 2 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 354,428.77 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 22, 2008 Filed Jan 23, 2008 21:04 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 120,920 | $24.79 | $2,997,606.80 |
DisclosureSEC source: 0001193833-08-000014 · edgar.xml · nonDerivative · entry 1 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 317,022.77 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 |
| December 28, 2007 Filed Dec 28, 2007 22:17 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 4.985 | $30.09 | $150.00 |
DisclosureSEC source: 0001193833-07-000191 · edgar.xml · derivative · entry 1 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235.2523 Underlying: Common Stock, $1 2/3 par value · 4.985 shares Expires 2011-03-01 F1 · derivative.exercise_price: Conversion price is 1-for-1. Read SEC document |
| December 14, 2007 Filed Dec 17, 2007 16:48 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 4.9884 | $30.07 | $150.00 |
DisclosureSEC source: 0001193833-07-000188 · edgar.xml · derivative · entry 1 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230.2673 Underlying: Common Stock, $1 2/3 par value · 4.9884 shares Expires 2011-03-01 F1 · derivative.exercise_price: Conversion price is 1-for-1. Read SEC document |
| November 30, 2007 Filed Dec 3, 2007 17:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 4.6253 | $32.43 | $150.00 |
DisclosureSEC source: 0001193833-07-000182 · edgar.xml · derivative · entry 1 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223.2352 Underlying: Common Stock, $1 2/3 par value · 4.6253 shares Expires 2011-03-01 F1 · derivative.exercise_price: Conversion price is 1-for-1. Read SEC document |
| November 16, 2007 Filed Nov 19, 2007 19:07 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 4.817 | $31.14 | $150.00 |
DisclosureSEC source: 0001193833-07-000178 · edgar.xml · derivative · entry 1 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218.6099 Underlying: Common Stock, $1 2/3 par value · 4.817 shares Expires 2011-03-01 F1 · derivative.exercise_price: Conversion price is 1-for-1. Read SEC document |
| November 02, 2007 Filed Nov 5, 2007 17:53 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 4.6425 | $32.31 | $150.00 |
DisclosureSEC source: 0001193833-07-000176 · edgar.xml · derivative · entry 1 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213.7929 Underlying: Common Stock, $1 2/3 par value · 4.6425 shares Expires 2011-03-01 F1 · derivative.exercise_price: Conversion price is 1-for-1. Read SEC document |
| October 19, 2007 Filed Oct 19, 2007 23:21 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 4.5648 | $32.86 | $150.00 |
DisclosureSEC source: 0001193833-07-000173 · edgar.xml · derivative · entry 1 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209.1504 Underlying: Common Stock, $1 2/3 par value · 4.5648 shares Expires 2011-03-01 F1 · derivative.exercise_price: Conversion price is 1-for-1. Read SEC document |
| October 05, 2007 Filed Oct 5, 2007 21:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 4.0032 | $37.47 | $150.00 |
DisclosureSEC source: 0001193833-07-000171 · edgar.xml · derivative · entry 1 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204.5856 Underlying: Common Stock, $1 2/3 par value · 4.0032 shares Expires 2011-03-01 F1 · derivative.exercise_price: Conversion price is 1-for-1. Read SEC document |
| September 21, 2007 Filed Sep 21, 2007 22:33 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 4.1391 | $36.24 | $150.00 |
DisclosureSEC source: 0001193833-07-000157 · edgar.xml · derivative · entry 1 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200.5824 Underlying: Common Stock, $1 2/3 par value · 4.1391 shares Expires 2011-03-01 F1 · derivative.exercise_price: Conversion price is 1-for-1. Read SEC document |
| September 07, 2007 Filed Sep 7, 2007 21:50 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 4.2614 | $35.20 | $150.00 |
DisclosureSEC source: 0001193833-07-000154 · edgar.xml · derivative · entry 1 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196.4433 Underlying: Common Stock, $1 2/3 par value · 4.2614 shares Expires 2011-03-01 F1 · derivative.exercise_price: Conversion price is 1-for-1. Read SEC document |
| August 24, 2007 Filed Aug 24, 2007 21:20 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 4.1017 | $36.57 | $150.00 |
DisclosureSEC source: 0001193833-07-000149 · edgar.xml · derivative · entry 1 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190.6364 Underlying: Common Stock, $1 2/3 par value · 4.1017 shares Expires 2011-03-01 F1 · derivative.exercise_price: Conversion price is 1-for-1. Read SEC document |
| August 10, 2007 Filed Aug 10, 2007 22:25 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 4.3605 | $34.40 | $150.00 |
DisclosureSEC source: 0001193833-07-000144 · edgar.xml · derivative · entry 1 TOLSTEDT CARRIE L · CIK 0001201261 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186.5347 Underlying: Common Stock, $1 2/3 par value · 4.3605 shares Expires 2011-03-01 F1 · derivative.exercise_price: Conversion price is 1-for-1. 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.