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 August 28, 2015 · Filed September 03, 2015
Section 16 reporting ended · disclosed 2015-09-03. 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 | 487,135 |
Reported balance
After 2015-08-28 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2015-08-28 · Gift · Disposed 1,360 · Balance 487,135 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 1,381 |
Reported balance
Holding disclosure · report date 2015-08-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,381 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough 401(k) Plan | 9,867.6675 |
Reported balance
Holding disclosure · report date 2015-08-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 9,867.6675 F1: Reflects share equivalents of units in the Wells Fargo ESOP Fund under the 401(k) Plan (the "Plan") as of August 31, 2015, 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 Child | 6,148 |
Reported balance
Holding disclosure · report date 2015-08-28 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 6,148 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough KCD 2005 Trust 1 | 19,899 |
Reported balance
Holding disclosure · report date 2015-08-28 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 19,899 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough KCD 2005 Trust 2 | 19,899 |
Reported balance
Holding disclosure · report date 2015-08-28 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 19,899 |
| Depositary Shares, Pfd, Series NSEC Table I · non-derivative | IndirectThrough Family Trust | 8,000 |
Reported balance
Holding disclosure · report date 2015-08-28 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 8,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects share equivalents of units in the Wells Fargo ESOP Fund under the 401(k) Plan (the "Plan") as of August 31, 2015, 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 |
|---|---|---|---|---|---|---|
| August 28, 2015 Filed Sep 3, 2015 18:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 1,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-026529 · form4.xml · nonDerivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 487,135 Read SEC document |
| July 22, 2015 Filed Jul 24, 2015 17:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 2,499.8905 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-023345 · form4.xml · derivative · entry 9 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,497.6182 Underlying: Common Stock, $1 2/3 Par Value · 2,499.8905 shares Expires not disclosed 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. F3 · derivative.exercise_price: Each RSR represents a contingent right to receive one share of Company common stock. F4 · derivative.exercise_date: These RSRs vest in four installments: one-fourth on 7/22/2015, 7/22/2016, 7/22/2017, and 7/22/2018. 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. F4 · derivative.expiration_date: These RSRs vest in four installments: one-fourth on 7/22/2015, 7/22/2016, 7/22/2017, and 7/22/2018. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for at least one year after retirement, shares of Company common stock equal to at least 50% of the after-tax shares (assuming a 50% tax rate) acquired upon vesting. Read SEC document |
| July 22, 2015 Filed Jul 24, 2015 17:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 1,118.8905 | $58.52 | $65,477.47 |
DisclosureSEC source: 0001127602-15-023345 · form4.xml · nonDerivative · entry 2 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,381 Read SEC document |
| July 22, 2015 Filed Jul 24, 2015 17:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 2,499.8905 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-023345 · form4.xml · nonDerivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,499.8905 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 · shares: Number of shares represents a Restricted Share Right ("RSR") vesting on 7/22/2015. Original grant date was 7/22/2014. This vesting represents one-fourth of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| May 01, 2015 Filed May 5, 2015 18:41 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-016214 · form4.xml · nonDerivative · entry 3 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 488,495 Read SEC document |
| March 24, 2015 Filed May 5, 2015 18:41 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 87,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-016214 · form4.xml · nonDerivative · entry 2 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 489,495 Read SEC document |
| March 24, 2015 Filed May 5, 2015 18:41 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 87,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-016214 · form4.xml · nonDerivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 15, 2015 Filed Mar 17, 2015 18:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 4,337.2345 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-011558 · form4.xml · derivative · entry 15 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,336.1459 Underlying: Common Stock, $1 2/3 Par Value · 4,337.2345 shares Expires not disclosed 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. F7 · derivative.exercise_price: Each RSR represents a contingent right to receive one share of Company common stock. F9 · derivative.exercise_date: These RSRs vest in four installments: one-fourth on 3/15/2013, 3/15/2014, 3/15/2015, and 3/15/2016. 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. F9 · derivative.expiration_date: These RSRs vest in four installments: one-fourth on 3/15/2013, 3/15/2014, 3/15/2015, and 3/15/2016. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for at least one year after retirement, shares of Company common stock equal to at least 50% of the after-tax shares (assuming a 50% tax rate) acquired upon vesting. Read SEC document |
| March 15, 2015 Filed Mar 17, 2015 18:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 29,502.3405 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-011558 · form4.xml · derivative · entry 14 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 29,502.3405 shares Expires not disclosed 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. F7 · derivative.exercise_price: Each RSR represents a contingent right to receive one share of Company common stock. F8 · derivative.exercise_date: These RSRs vest in four installments: 5% on 11/1/2010, 25% on 3/15/2013, 30% on 3/15/2014, and 40% on 3/15/2015. 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. F8 · derivative.expiration_date: These RSRs vest in four installments: 5% on 11/1/2010, 25% on 3/15/2013, 30% on 3/15/2014, and 40% on 3/15/2015. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for at least one year after retirement, shares of Company common stock equal to at least 50% of the after-tax shares (assuming a 50% tax rate) acquired upon vesting. Read SEC document |
| March 15, 2015 Filed Mar 17, 2015 18:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversion2012 Performance Shares · Derivative | 130,107.2353 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-011558 · form4.xml · derivative · entry 13 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 130,107.2353 shares Expires not disclosed 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. F5 · derivative.exercise_price: Each Performance Share represents a contingent right to receive one share of Company common stock upon vesting based on the attainment of pre-established performance goals. F6 · derivative.exercise_date: Represents the maximum number of 2012 Performance Shares earned based on the Company's attainment of pre-established performance goals for the three-year performance period ended December 31, 2014, as provided under the terms of a Performance Share award granted on February 28, 2012, which is exempt under Rule 16b-3(d). The 2012 Performance Shares will be settled in shares of common stock of the Company on March 15, 2015. As a condition to receiving the award, 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. F6 · derivative.expiration_date: Represents the maximum number of 2012 Performance Shares earned based on the Company's attainment of pre-established performance goals for the three-year performance period ended December 31, 2014, as provided under the terms of a Performance Share award granted on February 28, 2012, which is exempt under Rule 16b-3(d). The 2012 Performance Shares will be settled in shares of common stock of the Company on March 15, 2015. As a condition to receiving the award, the reporting person agreed to hold, while employed by the Company and for at least one year after retirement, shares of Company common stock equal to at least 50% of the after-tax shares (assuming a 50% tax rate) acquired upon vesting. Read SEC document |
| March 15, 2015 Filed Mar 17, 2015 18:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 1,941.2345 | $55.34 | $107,427.92 |
DisclosureSEC source: 0001127602-15-011558 · form4.xml · nonDerivative · entry 6 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,041 Read SEC document |
| March 15, 2015 Filed Mar 17, 2015 18:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 4,337.2345 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-011558 · form4.xml · nonDerivative · entry 5 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,982.2345 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. F3 · shares: Number of shares represents a RSR vesting on 3/15/2015. Original grant date was 2/28/2012. This vesting represents one-fourth of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| March 15, 2015 Filed Mar 17, 2015 18:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 13,684.3405 | $55.34 | $757,291.40 |
DisclosureSEC source: 0001127602-15-011558 · form4.xml · nonDerivative · entry 4 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,645 Read SEC document |
| March 15, 2015 Filed Mar 17, 2015 18:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 29,502.3405 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-011558 · form4.xml · nonDerivative · entry 3 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,329.3405 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 · shares: Number of shares represents a Restricted Share Right ("RSR") vesting on 3/15/2015. Original grant date was 2/23/2010. This vesting represents 40% of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| March 15, 2015 Filed Mar 17, 2015 18:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 61,280.2353 | $55.34 | $3,391,248.22 |
DisclosureSEC source: 0001127602-15-011558 · form4.xml · nonDerivative · entry 2 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,827 Read SEC document |
| March 15, 2015 Filed Mar 17, 2015 18:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 130,107.2353 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-011558 · form4.xml · nonDerivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,107.2353 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 · shares: These shares represent common stock of Wells Fargo & Company (the "Company") acquired on March 15, 2015 upon settlement of a Performance Share award granted on February 28, 2012 in connection with the attainment of pre-established performance goals over the three-year performance period ended December 31, 2014 (as previously disclosed on a Form 4 filed on March 3, 2015). Read SEC document |
| March 01, 2015 Filed Mar 3, 2015 18:50 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Grant2012 Performance Shares · Derivative | 130,107.2353 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-009338 · form4.xml · derivative · entry 8 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,107.2353 Underlying: Common Stock, $1 2/3 Par Value · 130,107.2353 shares Expires not disclosed F2 · derivative.exercise_price: Each Performance Share represents a contingent right to receive one share of Company common stock upon vesting based on the attainment of pre-established performance goals. F3 · derivative.exercise_date: Represents the maximum number of 2012 Performance Shares earned based on the Company's attainment of pre-established performance goals for the three-year performance period ended December 31, 2014, as provided under the terms of a Performance Share award granted on February 28, 2012, which is exempt under Rule 16b-3(d). The 2012 Performance Shares will be settled in shares of common stock of the Company on March 15, 2015. As a condition to receiving the award, 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. F3 · derivative.expiration_date: Represents the maximum number of 2012 Performance Shares earned based on the Company's attainment of pre-established performance goals for the three-year performance period ended December 31, 2014, as provided under the terms of a Performance Share award granted on February 28, 2012, which is exempt under Rule 16b-3(d). The 2012 Performance Shares will be settled in shares of common stock of the Company on March 15, 2015. As a condition to receiving the award, the reporting person agreed to hold, while employed by the Company and for at least one year after retirement, shares of Company common stock equal to at least 50% of the after-tax shares (assuming a 50% tax rate) acquired upon vesting. Read SEC document |
| February 23, 2015 Filed Mar 3, 2015 18:50 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 50,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-009338 · form4.xml · nonDerivative · entry 2 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 402,454 Read SEC document |
| February 23, 2015 Filed Mar 3, 2015 18:50 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 50,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-009338 · form4.xml · nonDerivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 17, 2015 Filed Feb 19, 2015 19:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 232,260 | $0.00 Strike: $32.25 | $0.00 |
DisclosureSEC source: 0001127602-15-007040 · form4.xml · derivative · entry 9 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 232,260 shares Expires 2016-02-28 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. F2 · derivative.exercise_date: The employee stock options granted on 2/28/2006, representing a right to purchase a total of 232,260 shares, became exercisable in three equal annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| February 17, 2015 Filed Feb 19, 2015 19:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 181,439 | $55.37 | $10,046,277.43 |
DisclosureSEC source: 0001127602-15-007040 · form4.xml · nonDerivative · entry 3 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,821 Read SEC document |
| February 17, 2015 Filed Feb 19, 2015 19:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 232,260 | $32.25 | $7,489,223.70 |
DisclosureSEC source: 0001127602-15-007040 · form4.xml · nonDerivative · entry 2 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,260 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 17, 2015 Filed Feb 19, 2015 19:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 11,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-007040 · form4.xml · nonDerivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 351,633 Read SEC document |
| November 06, 2014 Filed Nov 7, 2014 20:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-031565 · form4.xml · nonDerivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 362,633 Read SEC document |
| September 03, 2014 Filed Sep 9, 2014 18:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 9,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-027394 · form4.xml · nonDerivative · entry 3 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 366,633 Read SEC document |
| August 07, 2014 Filed Sep 9, 2014 18:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 43,189 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-027394 · form4.xml · nonDerivative · entry 2 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 376,533 Read SEC document |
| August 07, 2014 Filed Sep 9, 2014 18:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 43,189 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-027394 · form4.xml · nonDerivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| July 25, 2014 Filed Jul 29, 2014 18:13 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 212,280 | $0.00 Strike: $29.91 | $0.00 |
DisclosureSEC source: 0001127602-14-024029 · form4.xml · derivative · entry 9 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 212,280 shares Expires 2015-02-22 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 |
| July 25, 2014 Filed Jul 29, 2014 18:13 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 169,091 | $51.60 | $8,725,095.60 |
DisclosureSEC source: 0001127602-14-024029 · form4.xml · nonDerivative · entry 2 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,189 Read SEC document |
| July 25, 2014 Filed Jul 29, 2014 18:13 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 212,280 | $29.91 | $6,348,233.40 |
DisclosureSEC source: 0001127602-14-024029 · form4.xml · nonDerivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,280 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 22, 2014 Filed Jul 24, 2014 20:21 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 9,738 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-023783 · form4.xml · derivative · entry 7 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,738 Underlying: Common Stock, $1 2/3 Par Value · 9,738 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Share Right ("RSRs") represents a contingent right to receive one share of Company common stock. F3 · derivative.exercise_date: These RSRs vest in four installments: one-fourth on 7/22/2015, 7/22/2016, 7/22/2017, and 7/22/2018. 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. F3 · derivative.expiration_date: These RSRs vest in four installments: one-fourth on 7/22/2015, 7/22/2016, 7/22/2017, and 7/22/2018. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for at least one year after retirement, shares of Company common stock equal to at least 50% of the after-tax shares (assuming a 50% tax rate) acquired upon vesting. Read SEC document |
| April 23, 2014 Filed Apr 30, 2014 17:16 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-015564 · form4.xml · nonDerivative · entry 3 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 333,344 Read SEC document |
| March 24, 2014 Filed Apr 30, 2014 17:16 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 79,572 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-015564 · form4.xml · nonDerivative · entry 2 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 333,944 Read SEC document |
| March 24, 2014 Filed Apr 30, 2014 17:16 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 79,572 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-015564 · form4.xml · nonDerivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 15, 2014 Filed Mar 18, 2014 18:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 4,223.8088 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-011925 · form4.xml · derivative · entry 18 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,446.5575 Underlying: Common Stock, $1 2/3 Par Value · 4,223.8088 shares Expires not disclosed 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. F8 · derivative.exercise_price: Each RSR represents a contingent right to receive one share of Company common stock. F11 · derivative.exercise_date: These RSRs vest in four installments: one-fourth on 3/15/2013, 3/15/2014, 3/15/2015, and 3/15/2016. 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. F11 · derivative.expiration_date: These RSRs vest in four installments: one-fourth on 3/15/2013, 3/15/2014, 3/15/2015, and 3/15/2016. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for at least one year after retirement, shares of Company common stock equal to at least 50% of the after-tax shares (assuming a 50% tax rate) acquired upon vesting. Read SEC document |
| March 15, 2014 Filed Mar 18, 2014 18:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 5,742.1979 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-011925 · form4.xml · derivative · entry 17 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 5,742.1979 shares Expires not disclosed 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. F8 · derivative.exercise_price: Each RSR represents a contingent right to receive one share of Company common stock. F10 · derivative.exercise_date: These RSRs vest in three installments: one-third on 3/15/2012, 3/15/2013, and 3/15/2014. 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. These RSRs were granted to the reporting person as part of the reporting person's 2010 annual incentive compensation award. F10 · derivative.expiration_date: These RSRs vest in three installments: one-third on 3/15/2012, 3/15/2013, and 3/15/2014. 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. These RSRs were granted to the reporting person as part of the reporting person's 2010 annual incentive compensation award. Read SEC document |
| March 15, 2014 Filed Mar 18, 2014 18:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 21,548.9213 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-011925 · form4.xml · derivative · entry 16 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,730.8068 Underlying: Common Stock, $1 2/3 Par Value · 21,548.9213 shares Expires not disclosed 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. F8 · derivative.exercise_price: Each RSR represents a contingent right to receive one share of Company common stock. F9 · derivative.exercise_date: These RSRs vest in four installments: 5% on 11/1/2010, 25% on 3/15/2013, 30% on 3/15/2014, and 40% on 3/15/2015. 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. F9 · derivative.expiration_date: These RSRs vest in four installments: 5% on 11/1/2010, 25% on 3/15/2013, 30% on 3/15/2014, and 40% on 3/15/2015. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for at least one year after retirement, shares of Company common stock equal to at least 50% of the after-tax shares (assuming a 50% tax rate) acquired upon vesting. Read SEC document |
| March 15, 2014 Filed Mar 18, 2014 18:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversion2011 Performance Shares · Derivative | 129,205.3945 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-011925 · form4.xml · derivative · entry 15 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 129,205.3945 shares Expires not disclosed 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. F6 · derivative.exercise_price: Each Performance Share represented a contingent right to receive one share of Company common stock upon vesting based on the attainment of pre-established performance goals. F7 · derivative.exercise_date: Represents the maximum number of 2011 Performance Shares earned based on the Company's attainment of pre-established performance goals for the three-year performance period ended December 31, 2013, as provided under the terms of a Performance Share award granted on February 22, 2011, which is exempt under Rule 16b-3(d). The 2011 Performance Shares will be settled in shares of common stock of the Company on March 15, 2014. As a condition to receiving the award, 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. F7 · derivative.expiration_date: Represents the maximum number of 2011 Performance Shares earned based on the Company's attainment of pre-established performance goals for the three-year performance period ended December 31, 2013, as provided under the terms of a Performance Share award granted on February 22, 2011, which is exempt under Rule 16b-3(d). The 2011 Performance Shares will be settled in shares of common stock of the Company on March 15, 2014. As a condition to receiving the award, the reporting person agreed to hold, while employed by the Company and for at least one year after retirement, shares of Company common stock equal to at least 50% of the after-tax shares (assuming a 50% tax rate) acquired upon vesting. Read SEC document |
| March 15, 2014 Filed Mar 18, 2014 18:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 2,032.8088 | $47.40 | $96,355.14 |
DisclosureSEC source: 0001127602-14-011925 · form4.xml · nonDerivative · entry 8 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,572 Read SEC document |
| March 15, 2014 Filed Mar 18, 2014 18:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 4,223.8088 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-011925 · form4.xml · nonDerivative · entry 7 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,604.8088 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. F4 · shares: Number of shares represents a RSR vesting on 3/15/2014. Original grant date was 2/28/2012. This vesting represents one-fourth of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| March 15, 2014 Filed Mar 18, 2014 18:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 2,795.1979 | $47.40 | $132,492.38 |
DisclosureSEC source: 0001127602-14-011925 · form4.xml · nonDerivative · entry 6 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,381 Read SEC document |
| March 15, 2014 Filed Mar 18, 2014 18:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 5,742.1979 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-011925 · form4.xml · nonDerivative · entry 5 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,176.1979 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. F3 · shares: Number of shares represents a RSR vesting on 3/15/2014. Original grant date was 2/22/2011. This vesting represents one-third of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| March 15, 2014 Filed Mar 18, 2014 18:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 10,395.9213 | $47.40 | $492,766.67 |
DisclosureSEC source: 0001127602-14-011925 · form4.xml · nonDerivative · entry 4 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,434 Read SEC document |
| March 15, 2014 Filed Mar 18, 2014 18:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 21,548.9213 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-011925 · form4.xml · nonDerivative · entry 3 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,829.9213 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 · shares: Number of shares represents a Restricted Share Right ("RSR") vesting on 3/15/2014. Original grant date was 2/23/2010. This vesting represents 30% of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| March 15, 2014 Filed Mar 18, 2014 18:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 65,924.3945 | $47.40 | $3,124,816.30 |
DisclosureSEC source: 0001127602-14-011925 · form4.xml · nonDerivative · entry 2 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,281 Read SEC document |
| March 15, 2014 Filed Mar 18, 2014 18:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 129,205.3945 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-011925 · form4.xml · nonDerivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,205.3945 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 · shares: These shares represent common stock of Wells Fargo & Company (the "Company") acquired on March 15, 2014 upon settlement of a Performance Share award granted on February 22, 2011 in connection with the attainment of pre-established performance goals over the three-year performance period ended December 31, 2013 (as previously disclosed on a Form 4 filed on March 4, 2014). Read SEC document |
| March 01, 2014 Filed Mar 4, 2014 19:16 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Grant2011 Performance Shares · Derivative | 129,205.3945 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-009849 · form4.xml · derivative · entry 7 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,205.3945 Underlying: Common Stock, $1 2/3 Par Value · 129,205.3945 shares Expires not disclosed F2 · derivative.exercise_price: Each Performance Share represents a contingent right to receive one share of Company common stock upon vesting based on the attainment of pre-established performance goals. F3 · derivative.exercise_date: Represents the maximum number of 2011 Performance Shares earned based on the Company's attainment of pre-established performance goals for the three-year performance period ended December 31, 2013, as provided under the terms of a Performance Share award granted on February 22, 2011, which is exempt under Rule 16b-3(d). The 2011 Performance Shares will be settled in shares of common stock of the Company on March 15, 2014. As a condition to receiving the award, 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. F3 · derivative.expiration_date: Represents the maximum number of 2011 Performance Shares earned based on the Company's attainment of pre-established performance goals for the three-year performance period ended December 31, 2013, as provided under the terms of a Performance Share award granted on February 22, 2011, which is exempt under Rule 16b-3(d). The 2011 Performance Shares will be settled in shares of common stock of the Company on March 15, 2014. As a condition to receiving the award, the reporting person agreed to hold, while employed by the Company and for at least one year after retirement, shares of Company common stock equal to at least 50% of the after-tax shares (assuming a 50% tax rate) acquired upon vesting. Read SEC document |
| February 19, 2014 Filed Feb 24, 2014 18:35 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 4,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-007821 · form4.xml · nonDerivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 254,372 Read SEC document |
| September 19, 2013 Filed Dec 5, 2013 22:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 244 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-033809 · form4.xml · nonDerivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 258,772 Read SEC document |
| September 05, 2013 Filed Sep 13, 2013 15:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 1,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-027104 · form4.xml · nonDerivative · entry 4 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 258,772 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.