Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | Director | April 23, 2013 | April 24, 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.
WELLS FARGO & COMPANY/MN
Report date April 23, 2013 · Filed April 24, 2013
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,477.0805 |
Reported balance
After 2013-04-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2013-04-23 · Grant · Acquired 4,040 · Balance 5,477.0805 F1: Conversion price is 1-for-1. F2: Deferred compensation shares payable in installments depending upon director's election. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 150 |
Reported balance
Holding disclosure · report date 2013-04-23 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 150 |
| Depositary Shares, Pfd, Series NSEC Table I · non-derivative | IndirectThrough IRA | 2,000 |
Reported balance
Holding disclosure · report date 2013-04-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Conversion price is 1-for-1.
F2: Deferred compensation shares payable in installments depending upon director's election.
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 |
|---|---|---|---|---|---|---|
| April 23, 2013 Filed Apr 24, 2013 20:20 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 4,040 | $37.13 | $150,005.20 |
DisclosureSEC source: 0001127602-13-014463 · form4.xml · derivative · entry 3 Richardson Howard V · CIK 0001565075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,477.0805 Underlying: Common Stock, $1 2/3 Par Value · 4,040 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Deferred compensation shares payable in installments depending upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments depending upon director's election. Read SEC document |
| January 02, 2013 Filed Jan 3, 2013 17:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,427 | $35.05 | $50,016.35 |
DisclosureSEC source: 0001127602-13-000514 · form4.xml · derivative · entry 3 Richardson Howard V · CIK 0001565075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,427 Underlying: Common Stock, $1 2/3 Par Value · 1,427 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Deferred compensation shares payable in installments depending upon director's election. F2 · derivative.expiration_date: Deferred compensation shares payable in installments depending upon director's election. 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.