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 |
|---|---|---|---|---|---|---|
| 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 | $26.16 | $994,015.40 |
DisclosureSEC source: 0001127602-11-029086 · form4.xml · nonDerivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Through KCD 2005 Trust 1 Disclosed balance after: 4,274 Read SEC document |
| September 07, 2011 Filed Sep 8, 2011 18:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 42,274 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-024957 · form4.xml · nonDerivative · entry 4 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Through KCD 2005 Trust 2 Disclosed balance after: 42,274 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 |
| September 07, 2011 Filed Sep 8, 2011 18:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 42,274 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-024957 · form4.xml · nonDerivative · entry 3 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Indirect · Through KCD 2005 Trust 1 Disclosed balance after: 42,274 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 |
| September 07, 2011 Filed Sep 8, 2011 18:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 84,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-024957 · 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: 180,628 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 |
| September 02, 2011 Filed Sep 8, 2011 18:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 5,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-024957 · 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: 265,176 Read SEC document |
| March 31, 2011 Filed Apr 6, 2011 17:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-012605 · 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: 270,481 Read SEC document |
| March 15, 2011 Filed Mar 17, 2011 00:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 3,281.5036 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-010442 · form4.xml · derivative · entry 5 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,560.9926 Underlying: Common Stock, $1 2/3 Par Value · 3,281.5036 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 Restricted Share Right represents a contingent right to receive one share of Wells Fargo & Company common stock. F4 · 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. F4 · 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, 2011 Filed Mar 17, 2011 00:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 1,484.5036 | $32.27 | $47,904.93 |
DisclosureSEC source: 0001127602-11-010442 · 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: 270,681 Read SEC document |
| March 15, 2011 Filed Mar 17, 2011 00:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 3,281.5036 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-010442 · 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: 272,165.5036 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 vesting on 3/15/2011. Original grant date was 2/23/2010. This vesting represents one-third of the original amount of Restricted Share Rights granted (plus dividend equivalents reinvested in additional Restricted Share Rights). Read SEC document |
| February 22, 2011 Filed Feb 24, 2011 17:17 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 15,934 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-11-007223 · form4.xml · derivative · entry 4 CALLAHAN PATRICIA R · CIK 0001201222 · Senior Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,934 Underlying: Common Stock, $1 2/3 Par Value · 15,934 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Share Right ("RSRs") represents a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock. F2 · price: Each Restricted Share Right ("RSRs") represents a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock. F3 · 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. F3 · 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 |
| February 14, 2011 Filed Feb 16, 2011 16:26 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 140,306 | $0.00 Strike: $30.97 | $0.00 |
DisclosureSEC source: 0001127602-11-005733 · form4.xml · derivative · entry 5 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 · 140,306 shares Expires 2011-02-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 14, 2011 Filed Feb 16, 2011 16:26 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 132,780 | $33.87 | $4,497,258.60 |
DisclosureSEC source: 0001127602-11-005733 · 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: 268,884 Read SEC document |
| February 14, 2011 Filed Feb 16, 2011 16:26 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 140,306 | $30.97 | $4,345,276.82 |
DisclosureSEC source: 0001127602-11-005733 · 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: 401,664 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 13, 2010 Filed Dec 17, 2010 17:10 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-030987 · form4.xml · nonDerivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 261,358 Read SEC document |
| November 01, 2010 Filed Nov 3, 2010 16:25 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 3,310.5401 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-026715 · form4.xml · derivative · entry 5 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,899.2579 Underlying: Common Stock, $1 2/3 Par Value · 3,310.5401 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 Restricted Share Right represents a contingent right to receive one share of Wells Fargo & Company common stock. F4 · 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. F4 · 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 |
| November 01, 2010 Filed Nov 3, 2010 16:25 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 1,425.5401 | $25.93 | $36,964.25 |
DisclosureSEC source: 0001127602-10-026715 · form4.xml · nonDerivative · entry 2 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 261,858 Read SEC document |
| November 01, 2010 Filed Nov 3, 2010 16:25 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 3,310.5401 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-026715 · form4.xml · nonDerivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 263,283.5401 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 vesting on 11/1/2010. Original grant date was 2/23/2010. This vesting represents approximately 5% of the original amount of Restricted Share Rights granted (plus dividend equivalents reinvested in additional Restricted Share Rights). Read SEC document |
| September 10, 2010 Filed Sep 30, 2010 15:26 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-024065 · form4.xml · nonDerivative · entry 2 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 259,973 Read SEC document |
| July 06, 2010 Filed Aug 9, 2011 17:36 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | PurchaseCommon Stock, $1 2/3 Par Value | 95 | $25.33 | $2,406.32 |
DisclosureSEC source: 0001127602-11-023080 · 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: 270,576 F1 · shares: Reflects shares purchased by an investment manager in an account which the reporting person does not have investment authority. Read SEC document |
| March 17, 2010 Filed Mar 18, 2010 16:26 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 6,115 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-009055 · form4.xml · nonDerivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 263,573 Read SEC document |
| March 08, 2010 Filed Mar 9, 2010 20:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 28,496 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-008022 · form4.xml · nonDerivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 269,688 F1 · shares: Shares of Wells Fargo & Company (the "Company") common stock acquired under the Company's Long-Term Incentive Compensation Plan. These shares were granted to the reporting person as part of the reporting person's 2009 annual incentive compensation award. Read SEC document |
| February 26, 2010 Filed Mar 2, 2010 01:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 20.5864 | $26.99 | $555.63 |
DisclosureSEC source: 0001127602-10-006721 · form4.xml · derivative · entry 4 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,885.6107 Underlying: Common Stock, $1 2/3 Par Value · 20.5864 shares Expires not disclosed F2 · derivative.exercise_price: Conversion price is 1-for-1. Includes shares held through supplemental 401(k) plan. F3 · derivative.exercise_date: Supplemental 401(k) plan shares payable upon retirement. F3 · derivative.expiration_date: Supplemental 401(k) plan shares payable upon retirement. Read SEC document |
| February 23, 2010 Filed Feb 25, 2010 18:02 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 9,772 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-10-006252 · form4.xml · derivative · entry 5 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,772 Underlying: Common Stock, $1 2/3 Par Value · 9,772 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Share Right ("RSRs") represents a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock. F2 · price: Each Restricted Share Right ("RSRs") represents a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock. F4 · 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. F4 · 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 |
| February 23, 2010 Filed Feb 25, 2010 18:02 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 65,959 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-10-006252 · form4.xml · derivative · entry 4 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,959 Underlying: Common Stock, $1 2/3 Par Value · 65,959 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Share Right ("RSRs") represents a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock. F2 · price: Each Restricted Share Right ("RSRs") represents a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock. F3 · 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. F3 · 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 |
| February 17, 2010 Filed Sep 30, 2010 15:26 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-024065 · form4.xml · nonDerivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 263,473 Read SEC document |
| November 30, 2009 Filed Dec 2, 2009 15:14 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | OtherPhantom Stock Units · Derivative | 43,528.546 | $28.04 | $1,220,540.43 |
DisclosureSEC source: 0001127602-09-023964 · form4.xml · derivative · entry 4 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,820.7647 Underlying: Common Stock, $1 2/3 Par Value · 43,528.546 shares Expires not disclosed F2 · derivative.exercise_price: Conversion price is 1-for-1. Includes shares held through supplemental 401(k) plan and deferred compensation plan. F3 · derivative.exercise_date: Deferred compensation shares payable in installments depending upon executive's election. Supplemental 401(k) plan shares payable upon retirement. F3 · derivative.expiration_date: Deferred compensation shares payable in installments depending upon executive's election. Supplemental 401(k) plan shares payable upon retirement. Read SEC document |
| August 25, 2009 Filed Sep 14, 2009 20:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 3,555 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-018802 · form4.xml · nonDerivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 241,192 Read SEC document |
| August 21, 2009 Filed Aug 25, 2009 16:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 85,572 | $0.00 Strike: $24.45 | $0.00 |
DisclosureSEC source: 0001127602-09-017919 · form4.xml · derivative · entry 8 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 85,572 shares Expires 2010-02-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 21, 2009 Filed Aug 25, 2009 16:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 41,672 | $0.00 Strike: $25.82 | $0.00 |
DisclosureSEC source: 0001127602-09-017919 · form4.xml · derivative · entry 7 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 41,672 shares Expires 2010-02-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 21, 2009 Filed Aug 25, 2009 16:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 78,704 | $27.94 | $2,198,989.76 |
DisclosureSEC source: 0001127602-09-017919 · form4.xml · nonDerivative · entry 4 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 244,747 Read SEC document |
| August 21, 2009 Filed Aug 25, 2009 16:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 85,572 | $24.45 | $2,092,235.40 |
DisclosureSEC source: 0001127602-09-017919 · form4.xml · nonDerivative · entry 3 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 323,451 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 21, 2009 Filed Aug 25, 2009 16:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 39,865 | $27.94 | $1,113,828.10 |
DisclosureSEC source: 0001127602-09-017919 · form4.xml · nonDerivative · entry 2 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 237,879 Read SEC document |
| August 21, 2009 Filed Aug 25, 2009 16:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 41,672 | $25.82 | $1,075,762.68 |
DisclosureSEC source: 0001127602-09-017919 · form4.xml · nonDerivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 277,744 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 02, 2009 Filed Mar 4, 2009 22:53 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionPhantom Stock Units · Derivative | 1,042.5142 | $10.84 | $11,300.85 |
DisclosureSEC source: 0001193833-09-000058 · edgar.xml · derivative · entry 5 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 1,042.5142 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: Conversion price is 1-for-1. F4 · derivative.exercise_date: Payable in lump sum on March 1, 2009. F4 · derivative.expiration_date: Payable in lump sum on March 1, 2009. Read SEC document |
| March 02, 2009 Filed Mar 4, 2009 22:53 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 323 | $10.84 | $3,501.32 |
DisclosureSEC source: 0001193833-09-000058 · edgar.xml · nonDerivative · entry 2 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 236,072 Read SEC document |
| March 02, 2009 Filed Mar 4, 2009 22:53 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 1,042 | $10.84 | $11,295.28 |
DisclosureSEC source: 0001193833-09-000058 · edgar.xml · nonDerivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 236,395 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: Fractional share of 0.5142 paid in cash. Read SEC document |
| March 02, 2009 Filed Mar 5, 2009 00:38 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionPhantom Stock Units · Derivative | 1,042.5142 | $10.84 | $11,300.85 |
DisclosureSEC source: 0001193833-09-000059 · edgar.xml · derivative · entry 5 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 1,042.5142 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: Conversion price is 1-for-1. F4 · derivative.exercise_date: Payable in ten annual installments beginning March 1, 2008. F4 · derivative.expiration_date: Payable in ten annual installments beginning March 1, 2008. Read SEC document |
| March 02, 2009 Filed Mar 5, 2009 00:38 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 323 | $10.84 | $3,501.32 |
DisclosureSEC source: 0001193833-09-000059 · edgar.xml · nonDerivative · entry 2 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 236,072 Read SEC document |
| March 02, 2009 Filed Mar 5, 2009 00:38 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 1,042 | $10.84 | $11,295.28 |
DisclosureSEC source: 0001193833-09-000059 · edgar.xml · nonDerivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 236,395 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: Fractional share of 0.5142 paid in cash. Read SEC document |
| February 24, 2009 Filed Feb 26, 2009 21:41 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 288,000 | $0.00 Strike: $13.05 | $0.00 |
DisclosureSEC source: 0001193833-09-000044 · edgar.xml · derivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,000 Underlying: Common Stock, $1 2/3 par value · 288,000 shares Expires not disclosed F1 · derivative.exercise_date: The employee stock options granted will become exercisable in three equal annual installments beginning on February 24, 2010, 2011 and 2012. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for at least one year after retirement, shares of Company common stock equal to at least 50% of the after-tax shares (assuming a 50% tax rate) acquired upon exercise of these options. F1 · derivative.expiration_date: The employee stock options granted will become exercisable in three equal annual installments beginning on February 24, 2010, 2011 and 2012. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for at least one year after retirement, shares of Company common stock equal to at least 50% of the after-tax shares (assuming a 50% tax rate) acquired upon exercise of these options. Read SEC document |
| February 20, 2009 Filed Feb 21, 2009 01:40 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 508.671 | $29.48 | $14,995.62 |
DisclosureSEC source: 0001193833-09-000040 · edgar.xml · derivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,050.0092 Underlying: Common Stock, $1 2/3 par value · 508.671 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in lump sum upon retirement. F2 · derivative.expiration_date: Payable in lump sum upon retirement. Read SEC document |
| September 18, 2007 Filed Sep 28, 2007 20:46 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 2,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-07-000160 · edgar.xml · nonDerivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 237,333 Read SEC document |
| June 20, 2007 Filed Jun 20, 2007 20:46 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-07-000118 · edgar.xml · nonDerivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 238,462 Read SEC document |
| June 20, 2007 Filed Jun 20, 2007 20:58 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-07-000119 · edgar.xml · nonDerivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 239,362 Read SEC document |
| June 12, 2007 Filed Jun 13, 2007 16:43 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 48,582 | $0.00 Strike: $23.37 | $0.00 |
DisclosureSEC source: 0001193833-07-000116 · edgar.xml · derivative · entry 5 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 48,582 shares Expires 2009-02-23 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 |
| June 12, 2007 Filed Jun 13, 2007 16:43 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 39,733 | $35.18 | $1,397,806.94 |
DisclosureSEC source: 0001193833-07-000116 · edgar.xml · nonDerivative · entry 2 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 239,462 Read SEC document |
| June 12, 2007 Filed Jun 13, 2007 16:43 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 48,582 | $23.37 | $1,135,361.34 |
DisclosureSEC source: 0001193833-07-000116 · edgar.xml · nonDerivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 279,195 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 16, 2007 Filed Mar 19, 2007 18:50 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 2,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-07-000056 · edgar.xml · nonDerivative · entry 1 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 230,613 Read SEC document |
| February 27, 2007 Filed Feb 28, 2007 23:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 67,266 | $0.00 Strike: $34.39 | $0.00 |
DisclosureSEC source: 0001193833-07-000042 · edgar.xml · derivative · entry 3 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,266 Underlying: Common Stock, $1 2/3 par value · 67,266 shares Expires 2017-02-27 Read SEC document |
| February 27, 2007 Filed Feb 28, 2007 23:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 67,267 | $0.00 Strike: $34.39 | $0.00 |
DisclosureSEC source: 0001193833-07-000042 · edgar.xml · derivative · entry 2 CALLAHAN PATRICIA R · CIK 0001201222 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,267 Underlying: Common Stock, $1 2/3 par value · 67,267 shares Expires 2017-02-27 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.