Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WELLS FARGO & COMPANY/MN
Report date December 31, 2014 · Filed February 13, 2015
Section 16 reporting ended · disclosed 2015-02-13. 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 | 1,014,501 |
Reported balance
After 2014-05-05 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2014-05-05 · Gift · Acquired 113,503 · Balance 1,014,501 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough Family Trust | 1,013,245 |
Reported balance
After 2014-05-13 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2014-05-13 · Gift · Disposed 1,256 · Balance 1,013,245 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2014-05-05 transaction · row 2
1 source rowRow 2 · 2014-05-05 · Gift · Disposed 113,503 · Balance 0 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectBy AH Gifting Trust | 3,198 |
Reported balance
Holding disclosure · report date 2014-12-31 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 3,198 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectBy EH Gifting Trust | 3,198 |
Reported balance
Holding disclosure · report date 2014-12-31 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 3,198 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectBy MAH Gifting Trust | 2,368 |
Reported balance
Holding disclosure · report date 2014-12-31 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 2,368 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectBy MRH Gifting Trust | 130 |
Reported balance
Holding disclosure · report date 2014-12-31 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 130 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectBy Trust for AH | 1,680 |
Reported balance
Holding disclosure · report date 2014-12-31 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 1,680 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectBy Trust for EH(1) | 728 |
Reported balance
Holding disclosure · report date 2014-12-31 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 728 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectBy Trust for EH(2) | 1,680 |
Reported balance
Holding disclosure · report date 2014-12-31 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 1,680 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectBy Trust for MH(1) | 1,680 |
Reported balance
Holding disclosure · report date 2014-12-31 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 1,680 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectBy Trust for MH(2) | 1,680 |
Reported balance
Holding disclosure · report date 2014-12-31 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 1,680 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough 401(k) Plan | 416.1154 |
Reported balance
Holding disclosure · report date 2014-12-31 · row 13
Holding and transaction disclosures are not merged.
1 source rowRow 13 · Balance 416.1154 F1: Reflects share equivalent of units in the Wells Fargo ESOP Fund under the 401(k) Plan (the "Plan") as of April 30, 2014, as if investable cash equivalents held by Plan were fully invested in Wells Fargo & Company common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects share equivalent of units in the Wells Fargo ESOP Fund under the 401(k) Plan (the "Plan") as of April 30, 2014, 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 |
|---|---|---|---|---|---|---|
| March 15, 2013 Filed Mar 19, 2013 16:18 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 3,723.2235 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-011273 · form4.xml · nonDerivative · entry 1 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,722.2235 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 2/22/2011. This vesting represents one-third of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| March 08, 2013 Filed Mar 12, 2013 18:51 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 8,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-010442 · form4.xml · derivative · entry 14 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,220 Underlying: Common Stock, $1 2/3 Par Value · 8,220 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. F3 · derivative.exercise_date: These RSRs vest in three installments: one-third on 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. These RSRs were granted to the reporting person as part of the reporting person's 2012 annual incentive compensation award. F3 · derivative.expiration_date: These RSRs vest in three installments: one-third on 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. These RSRs were granted to the reporting person as part of the reporting person's 2012 annual incentive compensation award. Read SEC document |
| March 01, 2013 Filed Mar 5, 2013 21:49 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 155,062.7063 | $35.39 | $5,487,669.18 |
DisclosureSEC source: 0001127602-13-009323 · form4.xml · nonDerivative · entry 2 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,999 Read SEC document |
| March 01, 2013 Filed Mar 5, 2013 21:49 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 Par Value | 302,061.7063 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-009323 · form4.xml · nonDerivative · entry 1 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 302,061.7063 F1 · shares: Each Performance Share represented a contingent right to receive one share of Wells Fargo & Company (the "Company") common stock upon vesting based on the attainment of pre-established performance goals. F2 · shares: These shares represent common stock of the Company acquired upon vesting of a Performance Share award granted in December 2009 in connection with the attainment of pre-established performance goals. Read SEC document |
| February 11, 2013 Filed Feb 13, 2013 15:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 220,157 | $0.00 Strike: $34.02 | $0.00 |
DisclosureSEC source: 0001127602-13-005745 · form4.xml · derivative · entry 17 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 220,157 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 |
| February 11, 2013 Filed Feb 13, 2013 15:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 76,094 | $0.00 Strike: $33.84 | $0.00 |
DisclosureSEC source: 0001127602-13-005745 · form4.xml · derivative · entry 16 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 76,094 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 |
| February 11, 2013 Filed Feb 13, 2013 15:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 215,323 | $35.26 | $7,592,288.98 |
DisclosureSEC source: 0001127602-13-005745 · form4.xml · nonDerivative · entry 4 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 578,297 Read SEC document |
| February 11, 2013 Filed Feb 13, 2013 15:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 220,157 | $34.02 | $7,489,741.14 |
DisclosureSEC source: 0001127602-13-005745 · form4.xml · nonDerivative · entry 3 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 793,620 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 11, 2013 Filed Feb 13, 2013 15:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 74,180 | $35.26 | $2,615,586.80 |
DisclosureSEC source: 0001127602-13-005745 · form4.xml · nonDerivative · entry 2 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 573,463 Read SEC document |
| February 11, 2013 Filed Feb 13, 2013 15:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 76,094 | $33.84 | $2,575,020.96 |
DisclosureSEC source: 0001127602-13-005745 · form4.xml · nonDerivative · entry 1 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 647,643 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 17, 2012 Filed Dec 18, 2012 23:13 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 239,711 | $0.00 Strike: $29.52 | $0.00 |
DisclosureSEC source: 0001127602-12-034440 · form4.xml · derivative · entry 16 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 239,711 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 |
| December 17, 2012 Filed Dec 18, 2012 23:13 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 221,642 | $34.38 | $7,620,051.96 |
DisclosureSEC source: 0001127602-12-034440 · form4.xml · nonDerivative · entry 4 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 571,549 Read SEC document |
| December 17, 2012 Filed Dec 18, 2012 23:13 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 239,711 | $29.52 | $7,076,268.72 |
DisclosureSEC source: 0001127602-12-034440 · form4.xml · nonDerivative · entry 3 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 793,191 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, 2012 Filed Dec 18, 2012 23:13 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 740 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-034440 · form4.xml · nonDerivative · entry 2 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 553,480 Read SEC document |
| December 11, 2012 Filed Dec 18, 2012 23:13 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 454 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-034440 · form4.xml · nonDerivative · entry 1 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 554,220 Read SEC document |
| November 19, 2012 Filed Nov 20, 2012 19:37 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 800 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-031658 · form4.xml · nonDerivative · entry 6 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By MAH Gifting Trust Disclosed balance after: 1,800 Read SEC document |
| November 19, 2012 Filed Nov 20, 2012 19:37 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 800 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-031658 · form4.xml · nonDerivative · entry 5 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By EH Gifting Trust Disclosed balance after: 2,630 Read SEC document |
| November 19, 2012 Filed Nov 20, 2012 19:37 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 130 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-031658 · form4.xml · nonDerivative · entry 4 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By MRH Gifting Trust Disclosed balance after: 130 Read SEC document |
| November 19, 2012 Filed Nov 20, 2012 19:37 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 800 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-031658 · form4.xml · nonDerivative · entry 3 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ECH Gifting Trust Disclosed balance after: 1,800 Read SEC document |
| November 19, 2012 Filed Nov 20, 2012 19:37 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 800 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-031658 · form4.xml · nonDerivative · entry 2 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By AH Gifting Trust Disclosed balance after: 2,630 Read SEC document |
| November 19, 2012 Filed Nov 20, 2012 19:37 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 3,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-031658 · form4.xml · nonDerivative · entry 1 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 554,674 Read SEC document |
| August 03, 2012 Filed Aug 6, 2012 16:14 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-023790 · form4.xml · nonDerivative · entry 1 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 558,004 Read SEC document |
| July 16, 2012 Filed Jul 17, 2012 20:03 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 220,157 | $34.02 Strike: $34.02 | $7,489,741.14 |
DisclosureSEC source: 0001127602-12-022400 · form4.xml · derivative · entry 14 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,157 Underlying: Common Stock, $1 2/3 Par Value · 220,157 shares Expires 2013-02-25 Read SEC document |
| July 16, 2012 Filed Jul 17, 2012 20:03 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 281,464 | $0.00 Strike: $22.62 | $0.00 |
DisclosureSEC source: 0001127602-12-022400 · form4.xml · derivative · entry 13 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 281,464 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 |
| July 16, 2012 Filed Jul 17, 2012 20:03 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 231,173 | $34.02 | $7,864,505.46 |
DisclosureSEC source: 0001127602-12-022400 · form4.xml · nonDerivative · entry 2 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 559,504 Read SEC document |
| July 16, 2012 Filed Jul 17, 2012 20:03 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 281,464 | $22.62 | $6,366,715.68 |
DisclosureSEC source: 0001127602-12-022400 · form4.xml · nonDerivative · entry 1 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 790,677 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 01, 2012 Filed Jul 3, 2012 14:46 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 46,407.8245 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-021268 · form4.xml · derivative · entry 13 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,286.3187 Underlying: Common Stock, $1 2/3 Par Value · 46,407.8245 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 Company common stock. F4 · derivative.exercise_date: Restricted Share Rights ("RSRs") will vest in three installments: 30% on July 1, 2012, 30% on July 1, 2013, and 40% on July 1, 2014, provided that to the extent required by the Emergency Economic Stabilization Act of 2008, as amended from time to time, no installment will vest during the period in which any obligation arising from financial assistance provided to the Company under the Troubled Asset Relief Program remains outstanding. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for at least one year after retirement, shares of Company common stock equal to at least 50% of the after-tax shares (assuming a 50% tax rate) acquired upon vesting of the RSRs. F4 · derivative.expiration_date: Restricted Share Rights ("RSRs") will vest in three installments: 30% on July 1, 2012, 30% on July 1, 2013, and 40% on July 1, 2014, provided that to the extent required by the Emergency Economic Stabilization Act of 2008, as amended from time to time, no installment will vest during the period in which any obligation arising from financial assistance provided to the Company under the Troubled Asset Relief Program remains outstanding. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for at least one year after retirement, shares of Company common stock equal to at least 50% of the after-tax shares (assuming a 50% tax rate) acquired upon vesting of the RSRs. Read SEC document |
| July 01, 2012 Filed Jul 3, 2012 14:46 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 21,663.8245 | $33.44 | $724,438.29 |
DisclosureSEC source: 0001127602-12-021268 · form4.xml · nonDerivative · entry 2 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 509,213 Read SEC document |
| July 01, 2012 Filed Jul 3, 2012 14:46 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 46,407.8245 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-021268 · form4.xml · nonDerivative · entry 1 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 530,876.8245 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 7/1/2012. Original grant date was 2/24/2009. This vesting represents 30% of the original amount of RSRs granted (plus dividend equivalents reinvested in additional RSRs). Read SEC document |
| May 16, 2012 Filed May 17, 2012 17:31 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 1,940 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-017181 · form4.xml · nonDerivative · entry 1 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 484,469 Read SEC document |
| April 26, 2012 Filed Apr 30, 2012 15:58 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 76,094 | $0.00 Strike: $33.84 | $0.00 |
DisclosureSEC source: 0001127602-12-014870 · form4.xml · derivative · entry 14 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,094 Underlying: Common Stock, $1 2/3 Par Value · 76,094 shares Expires 2013-02-25 Read SEC document |
| April 26, 2012 Filed Apr 30, 2012 15:58 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 97,000 | $0.00 Strike: $22.62 | $0.00 |
DisclosureSEC source: 0001127602-12-014870 · form4.xml · derivative · entry 13 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 281,464 Underlying: Common Stock, $1 2/3 Par Value · 97,000 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 |
| April 26, 2012 Filed Apr 30, 2012 15:58 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 79,850 | $33.84 | $2,702,124.00 |
DisclosureSEC source: 0001127602-12-014870 · form4.xml · nonDerivative · entry 2 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 486,409 Read SEC document |
| April 26, 2012 Filed Apr 30, 2012 15:58 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 97,000 | $22.62 | $2,194,140.00 |
DisclosureSEC source: 0001127602-12-014870 · form4.xml · nonDerivative · entry 1 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 566,259 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 15, 2012 Filed Mar 19, 2012 15:01 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Right · Derivative | 3,612.0342 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-011017 · form4.xml · derivative · entry 13 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,224.0684 Underlying: Common Stock, $1 2/3 Par Value · 3,612.0342 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 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. F4 · 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 15:01 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 1,634.0342 | $34.07 | $55,671.55 |
DisclosureSEC source: 0001127602-12-011017 · form4.xml · nonDerivative · entry 2 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 469,259 Read SEC document |
| March 15, 2012 Filed Mar 19, 2012 15:01 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 3,612.0342 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-011017 · form4.xml · nonDerivative · entry 1 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 470,893.0342 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 2/22/2011. 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 20:24 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 9,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-008645 · form4.xml · derivative · entry 12 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,298 Underlying: Common Stock, $1 2/3 Par Value · 9,298 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 three installments: one-third on 3/15/2013, 3/15/2014, and 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. These RSRs were granted to the reporting person as part of the reporting person's 2011 annual incentive compensation award. F3 · derivative.expiration_date: These RSRs vest in three installments: one-third on 3/15/2013, 3/15/2014, and 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. These RSRs were granted to the reporting person as part of the reporting person's 2011 annual incentive compensation award. Read SEC document |
| January 09, 2012 Filed Jan 10, 2012 21:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 379,107 | $29.31 Strike: $29.31 | $11,111,626.17 |
DisclosureSEC source: 0001127602-12-001440 · form4.xml · derivative · entry 15 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 379,107 Underlying: Common Stock, $1 2/3 Par Value · 379,107 shares Expires 2012-02-26 Read SEC document |
| January 09, 2012 Filed Jan 10, 2012 21:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 437,407 | $0.00 Strike: $23.30 | $0.00 |
DisclosureSEC source: 0001127602-12-001440 · form4.xml · derivative · entry 14 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 437,407 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 09, 2012 Filed Jan 10, 2012 21:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 386,225 | $29.31 | $11,320,254.75 |
DisclosureSEC source: 0001127602-12-001440 · form4.xml · nonDerivative · entry 7 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 467,281 Read SEC document |
| January 09, 2012 Filed Jan 10, 2012 21:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 437,407 | $23.30 | $10,191,583.10 |
DisclosureSEC source: 0001127602-12-001440 · form4.xml · nonDerivative · entry 6 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 853,506 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 21, 2011 Filed Jan 10, 2012 21:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-001440 · form4.xml · nonDerivative · entry 5 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By MAH Gifting Trust Disclosed balance after: 1,000 Read SEC document |
| December 21, 2011 Filed Jan 10, 2012 21:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-001440 · form4.xml · nonDerivative · entry 4 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ECH Gifting Trust Disclosed balance after: 1,000 Read SEC document |
| December 21, 2011 Filed Jan 10, 2012 21:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-001440 · form4.xml · nonDerivative · entry 3 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By EH Gifting Trust Disclosed balance after: 1,830 Read SEC document |
| December 21, 2011 Filed Jan 10, 2012 21:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-001440 · form4.xml · nonDerivative · entry 2 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By AH Gifting Trust Disclosed balance after: 1,830 Read SEC document |
| December 21, 2011 Filed Jan 10, 2012 21:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-001440 · form4.xml · nonDerivative · entry 1 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 416,099 Read SEC document |
| February 22, 2011 Filed Feb 24, 2011 17:30 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantRestricted Share Right · Derivative | 10,623 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-11-007233 · form4.xml · derivative · entry 10 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,623 Underlying: Common Stock, $1 2/3 Par Value · 10,623 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 11, 2011 Filed Feb 14, 2011 20:35 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 178,875 | $0.00 Strike: $30.17 | $0.00 |
DisclosureSEC source: 0001127602-11-005302 · form4.xml · derivative · entry 11 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 178,875 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 11, 2011 Filed Feb 14, 2011 20:35 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 166,830 | $33.76 | $5,632,180.80 |
DisclosureSEC source: 0001127602-11-005302 · form4.xml · nonDerivative · entry 2 HOYT DAVID A · CIK 0001201226 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 420,099 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.