Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CISCO SYSTEMS, INC.CSCO · Entity 2802 | Director | June 18, 2013 | June 20, 2013 |
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.
CISCO SYSTEMS, INC.
Report date June 18, 2013 · Filed June 20, 2013
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,955 |
Ending reported balance
After 2013-06-18 transaction · row 3
2 source rows · reconciled sequenceRow 1 · 2013-06-18 · Exercise / conversion · Acquired 20,000 · Balance 34,955 Row 3 · 2013-06-18 · Gift · Disposed 20,000 · Balance 14,955 |
| Common StockSEC Table I · non-derivative | Indirectby Family Trust | 92,965 |
Reported balance
After 2013-06-18 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2013-06-18 · Tax withholding · Disposed 13,916 · Balance 92,965 F1: Represents shares delivered for payment of exercise price in connection with the option exercise reported on this Form 4. |
| Common StockSEC Table I · non-derivative | Indirectby Family Trust | 112,965 |
Reported balance
After 2013-06-18 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2013-06-18 · Gift · Acquired 20,000 · Balance 112,965 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.27 · Expires 2014-11-15 | Direct | 0 |
Reported balance
After 2013-06-18 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2013-06-18 · Exercise / conversion · Disposed 20,000 · Balance 0 F2: This option is immediately exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares delivered for payment of exercise price in connection with the option exercise reported on this Form 4.
F2: This option is immediately exercisable.
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, 2009 · Filed February 12, 2010
Section 16 reporting ended · disclosed 2010-02-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough Family Trust | 2,464,485 |
Reported balance
After 2009-12-17 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2009-12-17 · Gift · Disposed 1,000 · Balance 2,464,485 F2: Total reflects a transfer of 100,212 shares from the reporting person's GRAT to the Family Trust, in accordance with the terms of the GRAT. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectBy Trust For Daughter | 4,775 |
Reported balance
Holding disclosure · report date 2009-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,775 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectBy Trust for Daughter | 4,391 |
Reported balance
Holding disclosure · report date 2009-12-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,391 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough 401(k) Plan | 193,725.4324 |
Reported balance
Holding disclosure · report date 2009-12-31 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 193,725.4324 F1: Reflects share equivalent of units in Wells Fargo Stock Fund and ESOP Fund of 401(k) Plan as of December 31, 2009, 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 Grats | 899,788 |
Reported balance
Holding disclosure · report date 2009-12-31 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 899,788 F2: Total reflects a transfer of 100,212 shares from the reporting person's GRAT to the Family Trust, in accordance with the terms of the GRAT. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough Sep Ira | 43,560 |
Reported balance
Holding disclosure · report date 2009-12-31 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 43,560 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough Spouse's Ira | 1,960 |
Reported balance
Holding disclosure · report date 2009-12-31 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 1,960 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects share equivalent of units in Wells Fargo Stock Fund and ESOP Fund of 401(k) Plan as of December 31, 2009, as if investable cash equivalents held by Plan were fully invested in Wells Fargo & Company Common Stock.
F2: Total reflects a transfer of 100,212 shares from the reporting person's GRAT to the Family Trust, in accordance with the terms of the GRAT.
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 |
|---|---|---|---|---|---|---|
| June 18, 2013 Filed Jun 20, 2013 21:05 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $17.27 | $0.00 |
DisclosureSEC source: 0001140361-13-025882 · doc1.xml · derivative · entry 5 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2014-11-15 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: This option is immediately exercisable. Read SEC document |
| June 18, 2013 Filed Jun 20, 2013 21:05 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GiftCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-025882 · doc1.xml · nonDerivative · entry 4 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Family Trust Disclosed balance after: 112,965 Read SEC document |
| June 18, 2013 Filed Jun 20, 2013 21:05 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GiftCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-025882 · doc1.xml · nonDerivative · entry 3 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,955 Read SEC document |
| June 18, 2013 Filed Jun 20, 2013 21:05 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | Tax withholdingCommon Stock | 13,916 | $24.82 | $345,395.12 |
DisclosureSEC source: 0001140361-13-025882 · doc1.xml · nonDerivative · entry 2 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Family Trust Disclosed balance after: 92,965 F1 · shares: Represents shares delivered for payment of exercise price in connection with the option exercise reported on this Form 4. Read SEC document |
| June 18, 2013 Filed Jun 20, 2013 21:05 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | Exercise / conversionCommon Stock | 20,000 | $17.27 | $345,400.00 |
DisclosureSEC source: 0001140361-13-025882 · doc1.xml · nonDerivative · entry 1 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,955 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 |
| May 29, 2013 Filed May 31, 2013 23:35 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 50,000 | $0.00 Strike: $18.15 | $0.00 |
DisclosureSEC source: 0001140361-13-023650 · doc1.xml · derivative · entry 7 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 shares Expires 2014-01-19 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: This option is immediately exercisable. Read SEC document |
| May 29, 2013 Filed May 31, 2013 23:35 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GiftCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-023650 · doc1.xml · nonDerivative · entry 6 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Family Trust Disclosed balance after: 106,881 Read SEC document |
| May 29, 2013 Filed May 31, 2013 23:35 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GiftCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-023650 · doc1.xml · nonDerivative · entry 5 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,955 Read SEC document |
| May 29, 2013 Filed May 31, 2013 23:35 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | Tax withholdingCommon Stock | 37,623 | $24.12 | $907,466.76 |
DisclosureSEC source: 0001140361-13-023650 · doc1.xml · nonDerivative · entry 4 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Family Trust Disclosed balance after: 56,881 F1 · shares: Represents shares delivered for payment of exercise price in connection with the option exercise reported on this Form 4. Read SEC document |
| May 29, 2013 Filed May 31, 2013 23:35 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | Exercise / conversionCommon Stock | 50,000 | $18.15 | $907,500.00 |
DisclosureSEC source: 0001140361-13-023650 · doc1.xml · nonDerivative · entry 3 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,955 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 |
| November 28, 2012 Filed May 31, 2013 23:35 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GiftCommon Stock | 49 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-023650 · doc1.xml · nonDerivative · entry 2 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Family Trust Disclosed balance after: 94,504 Read SEC document |
| November 28, 2012 Filed May 31, 2013 23:35 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GiftCommon Stock | 49 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-023650 · doc1.xml · nonDerivative · entry 1 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Spouse Disclosed balance after: 0 Read SEC document |
| November 19, 2012 Filed Mar 7, 2013 23:37 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-011379 · doc1.xml · nonDerivative · entry 2 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Family Trust Disclosed balance after: 94,455 Read SEC document |
| November 19, 2012 Filed Mar 7, 2013 23:37 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-011379 · doc1.xml · nonDerivative · entry 1 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,955 Read SEC document |
| November 15, 2012 Filed Nov 20, 2012 01:29 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 10,590 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-12-048133 · doc1.xml · nonDerivative · entry 1 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,955 F1 · shares: Represents a restricted stock unit award covering shares which will fully vest upon the completion of one year of board service measured from November 15, 2012. Read SEC document |
| December 09, 2011 Filed Jun 13, 2012 22:20 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-12-029846 · doc1.xml · nonDerivative · entry 2 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Family Trust Disclosed balance after: 84,455 Read SEC document |
| December 09, 2011 Filed Jun 13, 2012 22:20 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-12-029846 · doc1.xml · nonDerivative · entry 1 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,365 Read SEC document |
| December 07, 2011 Filed Dec 9, 2011 21:43 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-11-056910 · doc1.xml · nonDerivative · entry 1 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,365 F1 · shares: Represents a restricted stock unit award covering 10,000 shares, which shares will fully vest upon the completion of one year of board service measured from December 7, 2011. Read SEC document |
| November 18, 2010 Filed Nov 20, 2010 01:44 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-10-046709 · doc1.xml · nonDerivative · entry 1 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,365 F1 · shares: Represents a restricted stock unit award covering 10,000 shares, which shares will fully vest upon the completion of one year of board service measured from November 18, 2010. Read SEC document |
| November 18, 2010 Filed Feb 26, 2011 00:37 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-11-012397 · doc1.xml · nonDerivative · entry 2 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Family Trust Disclosed balance after: 74,455 Read SEC document |
| November 18, 2010 Filed Feb 26, 2011 00:37 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-11-012397 · doc1.xml · nonDerivative · entry 1 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,365 Read SEC document |
| December 17, 2009 Filed Feb 12, 2010 20:14 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-004572 · form5.xml · nonDerivative · entry 1 KOVACEVICH RICHARD M · CIK 0001203468 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Through Family Trust Disclosed balance after: 2,464,485 F2 · balance_after: Total reflects a transfer of 100,212 shares from the reporting person's GRAT to the Family Trust, in accordance with the terms of the GRAT. Read SEC document |
| November 16, 2009 Filed Feb 10, 2010 22:02 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-10-005410 · doc1.xml · nonDerivative · entry 3 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Family Trust Disclosed balance after: 64,455 Read SEC document |
| November 16, 2009 Filed Feb 10, 2010 22:02 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-10-005410 · doc1.xml · nonDerivative · entry 2 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,365 Read SEC document |
| November 12, 2009 Filed Nov 17, 2009 01:48 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-09-026451 · doc1.xml · nonDerivative · entry 1 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,365 F1 · shares: Represents a restricted stock unit award covering 10,000 shares, which shares will fully vest upon the completion of one year of board service measured from November 12, 2009. Read SEC document |
| March 05, 2009 Filed Mar 5, 2009 19:28 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | PurchaseCommon Stock, $1 2/3 par value | 100,000 | $8.05 | $805,000.00 |
DisclosureSEC source: 0001193833-09-000060 · edgar.xml · nonDerivative · entry 1 KOVACEVICH RICHARD M · CIK 0001203468 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 2,365,273 Read SEC document |
| February 20, 2009 Filed Feb 21, 2009 01:42 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 7,353.3684 | $29.48 | $216,777.30 |
DisclosureSEC source: 0001193833-09-000042 · edgar.xml · derivative · entry 1 KOVACEVICH RICHARD M · CIK 0001203468 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 434,363.4101 Underlying: Common Stock, $1 2/3 par value · 7,353.3684 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 |
| January 27, 2009 Filed Feb 6, 2009 17:41 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 25,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-09-000026 · edgar.xml · nonDerivative · entry 1 KOVACEVICH RICHARD M · CIK 0001203468 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 2,265,273 Read SEC document |
| November 17, 2008 Filed Jun 5, 2009 21:01 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001005477-09-002607 · edgar123.xml · nonDerivative · entry 2 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 31,215 F1 · ownership.nature: Shares held by family trust. Read SEC document |
| November 17, 2008 Filed Jun 5, 2009 21:01 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001005477-09-002607 · edgar123.xml · nonDerivative · entry 1 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,365 Read SEC document |
| November 13, 2008 Filed Nov 15, 2008 01:32 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001005477-08-006406 · edgar123.xml · nonDerivative · entry 1 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,365 F1 · shares: Represents a restricted stock unit award covering 10,000 shares, which shares will fully vest upon the completion of one year of board service measured from November 13, 2008. Read SEC document |
| July 18, 2008 Filed Feb 10, 2010 22:02 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | PurchaseCommon Stock | 23,240 | $21.58 | $501,502.93 |
DisclosureSEC source: 0001140361-10-005410 · doc1.xml · nonDerivative · entry 1 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Family Trust Disclosed balance after: 54,455 F1 · shares: Represents a transaction in a managed account on behalf of the Reporting Person, over which account the Reporting Person does not have any investment authority. Read SEC document |
| June 06, 2008 Filed Jun 6, 2008 20:30 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | PurchaseCommon Stock, $1 2/3 par value | 100 | $26.05 | $2,605.00 |
DisclosureSEC source: 0001193833-08-000084 · edgar.xml · nonDerivative · entry 3 KOVACEVICH RICHARD M · CIK 0001203468 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Through Spouse's IRA Disclosed balance after: 1,960 Read SEC document |
| June 06, 2008 Filed Jun 6, 2008 20:30 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | PurchaseCommon Stock, $1 2/3 par value | 2,298 | $26.05 | $59,862.90 |
DisclosureSEC source: 0001193833-08-000084 · edgar.xml · nonDerivative · entry 2 KOVACEVICH RICHARD M · CIK 0001203468 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Through SEP IRA Disclosed balance after: 43,560 Read SEC document |
| June 06, 2008 Filed Jun 6, 2008 20:30 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | PurchaseCommon Stock, $1 2/3 par value | 38,000 | $26.05 | $989,900.00 |
DisclosureSEC source: 0001193833-08-000084 · edgar.xml · nonDerivative · entry 1 KOVACEVICH RICHARD M · CIK 0001203468 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 3,290,898 Read SEC document |
| February 27, 2008 Filed Apr 14, 2008 16:56 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 18,423.319 | $30.19 | $556,200.00 |
DisclosureSEC source: 0001193833-08-000056 · edgar.xml · derivative · entry 1 KOVACEVICH RICHARD M · CIK 0001203468 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 408,383.5376 Underlying: Common Stock, $1 2/3 par value · 18,423.319 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 |
| February 26, 2008 Filed Feb 28, 2008 00:01 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 425 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-08-000029 · edgar.xml · nonDerivative · entry 1 KOVACEVICH RICHARD M · CIK 0001203468 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 3,252,473 Read SEC document |
| February 26, 2008 Filed Feb 29, 2008 00:23 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 2,000,000 | $0.00 Strike: $31.40 | $0.00 |
DisclosureSEC source: 0001193833-08-000030 · edgar.xml · derivative · entry 1 KOVACEVICH RICHARD M · CIK 0001203468 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000,000 Underlying: Common Stock, $1 2/3 par value · 2,000,000 shares Expires 2018-02-26 F1 · derivative.exercise_date: The vesting of the reporting person's options is subject to the condition that after his employment ceases and until the option vesting date he consult with Wells Fargo as requested, abide by certain confidentiality and non-solicitation restrictions, and not provide services to members of Wells Fargo's peer group. Read SEC document |
| February 26, 2008 Filed Mar 12, 2008 22:24 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 425 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-08-000038 · edgar.xml · nonDerivative · entry 1 KOVACEVICH RICHARD M · CIK 0001203468 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 3,252,898 Read SEC document |
| January 17, 2008 Filed Jan 23, 2008 16:44 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 22,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-08-000011 · edgar.xml · nonDerivative · entry 1 KOVACEVICH RICHARD M · CIK 0001203468 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 3,252,898 Read SEC document |
| January 17, 2008 Filed Mar 12, 2008 22:23 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 21,675 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-08-000037 · edgar.xml · nonDerivative · entry 1 KOVACEVICH RICHARD M · CIK 0001203468 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 3,253,323 Read SEC document |
| November 16, 2007 Filed Nov 19, 2007 22:59 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001005477-07-009714 · edgar123.xml · nonDerivative · entry 3 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 26,215 F2 · ownership.nature: Shares held by family trust. Read SEC document |
| November 16, 2007 Filed Nov 19, 2007 22:59 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001005477-07-009714 · edgar123.xml · nonDerivative · entry 2 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,365 Read SEC document |
| November 15, 2007 Filed Nov 19, 2007 22:59 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $29.30 | $0.00 |
DisclosureSEC source: 0001005477-07-009714 · edgar123.xml · derivative · entry 5 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2016-11-15 F3 · derivative.exercise_date: The option is immediately exercisable for all of the option shares. However, any shares purchased under the option will be subject to repurchase by the Issuer, at the exercise price paid per share, upon the Reporting Person's cessation of service as a member of the Issuer's Board of Directors prior to vesting in those shares. The shares subject to the option will vest in two successive equal annual installments upon the Reporting Person's completion of each year of service as a member of the Issuer's Board of Directors over the two (2)-year period measured from November 15, 2007. Read SEC document |
| November 15, 2007 Filed Nov 19, 2007 22:59 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001005477-07-009714 · edgar123.xml · nonDerivative · entry 1 KOVACEVICH RICHARD M · CIK 0001203468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,365 F1 · shares: Represents 5,000 shares of restricted stock which shares will fully vest upon the completion of one year of board service measured from November 15, 2007. Read SEC document |
| September 10, 2007 Filed Sep 25, 2007 20:20 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 325 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-07-000159 · edgar.xml · nonDerivative · entry 5 KOVACEVICH RICHARD M · CIK 0001203468 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust for Daughter Disclosed balance after: 4,675 Read SEC document |
| September 10, 2007 Filed Sep 25, 2007 20:20 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 325 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-07-000159 · edgar.xml · nonDerivative · entry 4 KOVACEVICH RICHARD M · CIK 0001203468 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust for Daughter Disclosed balance after: 4,716 Read SEC document |
| September 10, 2007 Filed Sep 25, 2007 20:20 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-07-000159 · edgar.xml · nonDerivative · entry 1 KOVACEVICH RICHARD M · CIK 0001203468 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 3,274,998 Read SEC document |
| September 10, 2007 Filed Mar 13, 2008 20:59 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-08-000039 · edgar.xml · nonDerivative · entry 1 KOVACEVICH RICHARD M · CIK 0001203468 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 3,274,998 Read SEC document |
| August 17, 2007 Filed Aug 17, 2007 20:27 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | SaleCommon Stock, $1 2/3 par value | 55,500 | $36.75 | $2,039,625.00 |
DisclosureSEC source: 0001193833-07-000146 · edgar.xml · nonDerivative · entry 5 KOVACEVICH RICHARD M · CIK 0001203468 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Through family trust Disclosed balance after: 3,275,648 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.