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 |
|---|---|---|---|---|---|---|
| September 04, 2013 Filed Sep 13, 2013 15:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 1,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-027104 · 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: 259,992 Read SEC document |
| September 04, 2013 Filed Dec 5, 2013 22:02 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 1,586 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-033806 · form4a.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: 260,236 F1 · shares: On September 13, 2013, the reporting person filed a Form 4 reporting the transfer by gift of a total of 1,830 shares of common stock, however, a transaction to transfer 244 of those shares was not completed until a later date. Read SEC document |
| August 21, 2013 Filed Sep 13, 2013 15:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 36,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-027104 · 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: 261,822 F1 · balance_after: Total reflects a transfer by gift of shares from the reporting person's direct holdings to the trust. Read SEC document |
| August 21, 2013 Filed Sep 13, 2013 15:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 36,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-027104 · form4.xml · nonDerivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · balance_after: Total reflects a transfer by gift of shares from the reporting person's direct holdings to the trust. Read SEC document |
| August 05, 2013 Filed Aug 6, 2013 18:51 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 192,600 | $0.00 Strike: $28.43 | $0.00 |
DisclosureSEC source: 0001127602-13-024564 · form4.xml · derivative · entry 10 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 · 192,600 shares Expires 2014-02-24 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 05, 2013 Filed Aug 6, 2013 18:51 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 156,110 | $44.34 | $6,921,917.40 |
DisclosureSEC source: 0001127602-13-024564 · form4.xml · nonDerivative · entry 4 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,490 Read SEC document |
| August 05, 2013 Filed Aug 6, 2013 18:51 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 192,600 | $28.43 | $5,475,618.00 |
DisclosureSEC source: 0001127602-13-024564 · form4.xml · nonDerivative · entry 3 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,600 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 25, 2013 Filed Aug 6, 2013 18:51 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 15,352 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-024564 · 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: 225,332 F1 · balance_after: Total reflects a transfer by gift of shares from the reporting person's direct holdings to the trust. Read SEC document |
| March 25, 2013 Filed Aug 6, 2013 18:51 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 15,352 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-024564 · form4.xml · nonDerivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · balance_after: Total reflects a transfer by gift of shares from the reporting person's direct holdings to the trust. Read SEC document |
| March 15, 2013 Filed Mar 19, 2013 16:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 4,107.6703 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-011262 · form4.xml · derivative · entry 18 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,321.9801 Underlying: Common Stock, $1 2/3 Par Value · 4,107.6703 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 RSR represents a contingent right to receive one share of Company common stock. F10 · 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. F10 · 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, 2013 Filed Mar 19, 2013 16:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 5,584.3092 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-011262 · form4.xml · derivative · entry 17 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,584.3096 Underlying: Common Stock, $1 2/3 Par Value · 5,584.3092 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 RSR represents a contingent right to receive one share of Company common stock. F9 · 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. F9 · 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, 2013 Filed Mar 19, 2013 16:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 3,449.3138 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-011262 · form4.xml · derivative · entry 16 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 · 3,449.3138 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 RSR represents a contingent right to receive one share of Company common stock. F8 · derivative.exercise_date: These RSRs vest in three installments: one-third on 3/15/2011, 3/15/2012, and 3/15/2013. 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 2009 annual incentive compensation award. F8 · derivative.expiration_date: These RSRs vest in three installments: one-third on 3/15/2011, 3/15/2012, and 3/15/2013. 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 2009 annual incentive compensation award. Read SEC document |
| March 15, 2013 Filed Mar 19, 2013 16:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 17,463.6743 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-011262 · form4.xml · derivative · entry 15 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,897.2298 Underlying: Common Stock, $1 2/3 Par Value · 17,463.6743 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 RSR represents a contingent right to receive one share of Company common stock. F7 · 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. F7 · 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, 2013 Filed Mar 19, 2013 16:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 2,047.6703 | $38.20 | $78,221.01 |
DisclosureSEC source: 0001127602-13-011262 · form4.xml · nonDerivative · entry 9 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,352 Read SEC document |
| March 15, 2013 Filed Mar 19, 2013 16:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 4,107.6703 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-011262 · form4.xml · nonDerivative · entry 8 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,399.6703 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 3/15/2013. 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, 2013 Filed Mar 19, 2013 16:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 2,783.3092 | $38.20 | $106,322.41 |
DisclosureSEC source: 0001127602-13-011262 · form4.xml · nonDerivative · entry 7 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,292 Read SEC document |
| March 15, 2013 Filed Mar 19, 2013 16:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 5,584.3092 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-011262 · form4.xml · nonDerivative · entry 6 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,075.3092 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 3/15/2013. 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, 2013 Filed Mar 19, 2013 16:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 1,719.3138 | $38.20 | $65,677.79 |
DisclosureSEC source: 0001127602-13-011262 · form4.xml · nonDerivative · entry 5 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,491 Read SEC document |
| March 15, 2013 Filed Mar 19, 2013 16:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 3,449.3138 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-011262 · form4.xml · nonDerivative · entry 4 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,210.3138 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 RSR vesting on 3/15/2013. Original grant date was 2/23/2010. This vesting represents one-third of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| March 15, 2013 Filed Mar 19, 2013 16:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 8,702.6743 | $38.20 | $332,442.16 |
DisclosureSEC source: 0001127602-13-011262 · form4.xml · nonDerivative · entry 3 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,761 Read SEC document |
| March 15, 2013 Filed Mar 19, 2013 16:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 17,463.6743 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-011262 · form4.xml · nonDerivative · entry 2 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,463.6743 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 3/15/2013. Original grant date was 2/23/2010. This vesting represents 25% of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| March 04, 2013 Filed Mar 19, 2013 16:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 1,430 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-011262 · 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: 209,980 Read SEC document |
| November 13, 2012 Filed Nov 16, 2012 19:17 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 15,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-031151 · form4.xml · nonDerivative · entry 3 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Through KCD 2005 Trust 2 Disclosed balance after: 19,899 F1 · shares: Reflects transfer of shares of Common Stock to irrevocable trust for which the reporting person is a trustee but not a beneficiary. Read SEC document |
| November 13, 2012 Filed Nov 16, 2012 19:17 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 15,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-031151 · form4.xml · nonDerivative · entry 2 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Through KCD 2005 Trust 1 Disclosed balance after: 19,899 F1 · shares: Reflects transfer of shares of Common Stock to irrevocable trust for which the reporting person is a trustee but not a beneficiary. Read SEC document |
| November 13, 2012 Filed Nov 16, 2012 19:17 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 31,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-031151 · 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: 211,410 F1 · shares: Reflects transfer of shares of Common Stock to irrevocable trust for which the reporting person is a trustee but not a beneficiary. Read SEC document |
| October 24, 2012 Filed Oct 25, 2012 15:48 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 180,000 | $0.00 Strike: $13.05 | $0.00 |
DisclosureSEC source: 0001127602-12-029041 · form4.xml · derivative · entry 8 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,000 Underlying: Common Stock, $1 2/3 Par Value · 180,000 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. F2 · derivative.exercise_date: The employee stock options granted became 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. F2 · derivative.expiration_date: The employee stock options granted became 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 |
| October 24, 2012 Filed Oct 25, 2012 15:48 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 121,166 | $33.72 | $4,085,717.52 |
DisclosureSEC source: 0001127602-12-029041 · 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: 242,660 Read SEC document |
| October 24, 2012 Filed Oct 25, 2012 15:48 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 180,000 | $13.05 | $2,349,000.00 |
DisclosureSEC source: 0001127602-12-029041 · 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: 363,826 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 10, 2012 Filed Sep 17, 2012 18:50 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-026446 · 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: 183,826 Read SEC document |
| September 07, 2012 Filed Sep 17, 2012 18:50 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 2,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-026446 · 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: 185,326 Read SEC document |
| August 17, 2012 Filed Aug 20, 2012 19:13 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 111,864 | $0.00 Strike: $31.29 | $0.00 |
DisclosureSEC source: 0001127602-12-024856 · form4.xml · derivative · entry 8 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 · 111,864 shares Expires 2013-02-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 17, 2012 Filed Aug 20, 2012 19:13 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 107,052 | $34.03 | $3,642,979.56 |
DisclosureSEC source: 0001127602-12-024856 · 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: 187,576 Read SEC document |
| August 17, 2012 Filed Aug 20, 2012 19:13 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 111,864 | $31.29 | $3,499,665.24 |
DisclosureSEC source: 0001127602-12-024856 · 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: 294,628 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 10, 2012 Filed Aug 10, 2012 20:20 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | PurchaseDepositary Shares, Pfd, Series N | 8,000 | $25.10 | $200,800.00 |
DisclosureSEC source: 0001127602-12-024229 · 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: 8,000 Read SEC document |
| March 15, 2012 Filed Mar 19, 2012 14:43 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 5,418.5613 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-011007 · form4.xml · derivative · entry 10 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,835.0824 Underlying: Common Stock, $1 2/3 Par Value · 5,418.5613 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. F4 · derivative.exercise_price: Each RSR represents a contingent right to receive one share of Wells Fargo & Company common stock. F6 · 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. F6 · 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, 2012 Filed Mar 19, 2012 14:43 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 3,346.3048 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-011007 · form4.xml · derivative · entry 9 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,346.3045 Underlying: Common Stock, $1 2/3 Par Value · 3,346.3048 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. F4 · derivative.exercise_price: Each RSR represents a contingent right to receive one share of Wells Fargo & Company common stock. F5 · derivative.exercise_date: These RSRs vest in three installments: one-third on 3/15/2011, 3/15/2012, and 3/15/2013. 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 2009 annual incentive compensation award. F5 · derivative.expiration_date: These RSRs vest in three installments: one-third on 3/15/2011, 3/15/2012, and 3/15/2013. 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 2009 annual incentive compensation award. Read SEC document |
| March 15, 2012 Filed Mar 19, 2012 14:43 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 2,451.5613 | $34.07 | $83,524.69 |
DisclosureSEC source: 0001127602-12-011007 · 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: 182,764 Read SEC document |
| March 15, 2012 Filed Mar 19, 2012 14:43 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 5,418.5613 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-011007 · 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: 185,215.5613 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 RSR vesting on 3/15/2012. 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, 2012 Filed Mar 19, 2012 14:43 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 1,514.3048 | $34.07 | $51,592.36 |
DisclosureSEC source: 0001127602-12-011007 · 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: 179,797 Read SEC document |
| March 15, 2012 Filed Mar 19, 2012 14:43 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 3,346.3048 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-011007 · 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: 181,311.3048 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 3/15/2012. Original grant date was 2/23/2010. This vesting represents one-third of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| February 28, 2012 Filed Feb 29, 2012 20:07 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 15,939 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-008639 · form4.xml · derivative · entry 6 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,939 Underlying: Common Stock, $1 2/3 Par Value · 15,939 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 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. F3 · 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 |
| February 21, 2012 Filed Feb 22, 2012 22:13 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 54,312 | $0.00 Strike: $29.52 | $0.00 |
DisclosureSEC source: 0001127602-12-007432 · form4.xml · derivative · entry 7 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 · 54,312 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 |
| February 21, 2012 Filed Feb 22, 2012 22:13 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 52,711 | $30.96 | $1,631,932.56 |
DisclosureSEC source: 0001127602-12-007432 · 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: 177,965 Read SEC document |
| February 21, 2012 Filed Feb 22, 2012 22:13 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 54,312 | $29.52 | $1,603,290.24 |
DisclosureSEC source: 0001127602-12-007432 · 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: 230,676 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 25, 2012 Filed Jan 26, 2012 21:57 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 54,914 | $0.00 Strike: $28.98 | $0.00 |
DisclosureSEC source: 0001127602-12-002628 · form4.xml · derivative · entry 8 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 · 54,914 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 25, 2012 Filed Jan 26, 2012 21:57 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 53,598 | $30.20 | $1,618,659.60 |
DisclosureSEC source: 0001127602-12-002628 · 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: 176,364 Read SEC document |
| January 25, 2012 Filed Jan 26, 2012 21:57 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 54,914 | $28.98 | $1,591,407.72 |
DisclosureSEC source: 0001127602-12-002628 · 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: 229,962 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. Read SEC document |
| January 20, 2012 Filed Jan 26, 2012 21:57 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-002628 · 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: 175,048 Read SEC document |
| December 08, 2011 Filed Dec 21, 2011 16:38 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 580 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-032986 · 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: 180,048 Read SEC document |
| November 08, 2011 Filed Nov 9, 2011 16:10 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | SaleCommon Stock, $1 2/3 Par Value | 38,000 | $26.15 | $993,567.00 |
DisclosureSEC source: 0001127602-11-029086 · form4.xml · nonDerivative · entry 2 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Through KCD 2005 Trust 2 Disclosed balance after: 4,274 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.