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 December 31, 2015 · Filed February 12, 2016
Section 16 reporting ended · disclosed 2016-02-12. 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 | 0 |
Reported balance
After 2015-08-04 transaction · row 1
1 source rowRow 1 · 2015-08-04 · Gift · Disposed 1,359 · Balance 0 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough MJH Rev Trust | 138,200 |
Reported balance
After 2015-08-04 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2015-08-04 · Gift · Acquired 1,359 · Balance 138,200 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough 401(k) Plan | 13,863.8146 |
Reported balance
Holding disclosure · report date 2015-12-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 13,863.8146 F1: Reflects share equivalent of units in Wells Fargo ESOP Fund under the 401(k) Plan (the "Plan") as of October 31, 2015, as if invested cash equivalents held by Plan were fully invested in Wells Fargo & Company common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects share equivalent of units in Wells Fargo ESOP Fund under the 401(k) Plan (the "Plan") as of October 31, 2015, as if invested 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 |
|---|---|---|---|---|---|---|
| February 27, 2012 Filed Feb 28, 2012 21:40 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 6,392 | $31.03 | $198,343.76 |
DisclosureSEC source: 0001127602-12-008406 · form4.xml · nonDerivative · entry 2 HEID MICHAEL J · CIK 0001527028 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,608 Read SEC document |
| February 27, 2012 Filed Feb 28, 2012 21:40 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 34,000 | $13.05 | $443,700.00 |
DisclosureSEC source: 0001127602-12-008406 · form4.xml · nonDerivative · entry 1 HEID MICHAEL J · CIK 0001527028 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,000 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 16, 2012 Filed Feb 21, 2012 16:34 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | SaleCommon Stock, $1 2/3 Par Value | 4,450.015 | $30.17 | $134,256.95 |
DisclosureSEC source: 0001127602-12-006911 · form4.xml · nonDerivative · entry 1 HEID MICHAEL J · CIK 0001527028 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Includes the following shares acquired through Wells Fargo & Company's dividend reinvestment plan: 20.967 shares on 9/1/2011 and 20.73 shares on 12/1/2011. Read SEC document |
| February 14, 2012 Filed Feb 16, 2012 17:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | SaleCommon Stock, $1 2/3 Par Value | 4,069 | $30.10 | $122,461.44 |
DisclosureSEC source: 0001127602-12-006260 · form4.xml · nonDerivative · entry 2 HEID MICHAEL J · CIK 0001527028 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through MJH Rev Trust Disclosed balance after: 10,357 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.0726 to $30.135, inclusive. The reporting person undertakes to provide to Wells Fargo & Company, any security holder of Wells Fargo & Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each seperate price within the ranges set forth in footnote (2) to this Form 4. Read SEC document |
| February 14, 2012 Filed Feb 16, 2012 17:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | SaleCommon Stock, $1 2/3 Par Value | 4,815 | $30.20 | $145,415.89 |
DisclosureSEC source: 0001127602-12-006260 · form4.xml · nonDerivative · entry 1 HEID MICHAEL J · CIK 0001527028 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through DKH Rev Trust Disclosed balance after: 21,820 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.1939 to $30.214, inclusive. The reporting person undertakes to provide to Wells Fargo & Company, any security holder of Wells Fargo & Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each seperate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| October 21, 2011 Filed Oct 26, 2011 14:19 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 835 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-027685 · form4.xml · nonDerivative · entry 1 HEID MICHAEL J · CIK 0001527028 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through DKH Rev Trust Disclosed balance after: 26,635 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.