Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Nuance Communications, Inc.NUAN · Entity 12406 | Director | January 01, 2018 | January 03, 2018 |
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | Director | April 19, 2013 | April 22, 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.
Nuance Communications, Inc.
Report date January 01, 2018 · Filed January 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,267 |
Ending reported balance
After 2018-01-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-01-01 · Grant · Acquired 15,267 · Balance 47,147 F1: Shares are subject to a Restricted Stock Purchase Agreement and were issued pursuant to the 1995 Directors' Stock Plan. Shares will vest on the first anniversary of the date of grant. Row 2 · 2018-01-01 · Other · Disposed 26,880 · Balance 20,267 F2: These shares were transferred to the Philip and Teresa Quigley Trust. Mr. Quigley has full discretion over voting and investment control over the shares that are directly held in this Trust. |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 114,190 |
Reported balance
After 2018-01-01 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2018-01-01 · Other · Acquired 26,880 · Balance 114,190 F2: These shares were transferred to the Philip and Teresa Quigley Trust. Mr. Quigley has full discretion over voting and investment control over the shares that are directly held in this Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares are subject to a Restricted Stock Purchase Agreement and were issued pursuant to the 1995 Directors' Stock Plan. Shares will vest on the first anniversary of the date of grant.
F2: These shares were transferred to the Philip and Teresa Quigley Trust. Mr. Quigley has full discretion over voting and investment control over the shares that are directly held in this Trust.
WELLS FARGO & COMPANY/MN
Report date April 19, 2013 · Filed April 22, 2013
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 5,125 |
Ending reported balance
After 2013-04-19 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2013-04-19 · Exercise / conversion · Acquired 7,840 · Balance 11,149 Row 2 · 2013-04-19 · Tax withholding · Disposed 6,024 · Balance 5,125 |
| Director Stock Purchase OptionSEC Table II · derivative / convertible security · Conversion / exercise price $28.20 · Expires 2014-04-27 | Direct | 0 |
Reported balance
After 2013-04-19 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2013-04-19 · Exercise / conversion · Disposed 7,840 · Balance 0 |
| Director Stock Purchase OptionSEC Table II · derivative / convertible security · Conversion / exercise price $36.69 · Expires 2014-04-27 | Direct | 6,024 |
Reported balance
After 2013-04-19 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2013-04-19 · Grant · Acquired 6,024 · Balance 6,024 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectBy Living Trust | 86,310 |
Reported balance
Holding disclosure · report date 2013-04-19 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 86,310 |
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 |
|---|---|---|---|---|---|---|
| January 01, 2018 Filed Jan 3, 2018 18:36 UTC | Nuance Communications, Inc. NUAN · Entity 12406 | OtherCommon Stock | 26,880 | $0.00 | $0.00 |
DisclosureSEC source: 0001218326-18-000003 · edgardoc.xml · nonDerivative · entry 3 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 114,190 F2 · kind: These shares were transferred to the Philip and Teresa Quigley Trust. Mr. Quigley has full discretion over voting and investment control over the shares that are directly held in this Trust. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 18:36 UTC | Nuance Communications, Inc. NUAN · Entity 12406 | OtherCommon Stock | 26,880 | $0.00 | $0.00 |
DisclosureSEC source: 0001218326-18-000003 · edgardoc.xml · nonDerivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,267 F2 · kind: These shares were transferred to the Philip and Teresa Quigley Trust. Mr. Quigley has full discretion over voting and investment control over the shares that are directly held in this Trust. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 18:36 UTC | Nuance Communications, Inc. NUAN · Entity 12406 | GrantCommon Stock | 15,267 | $0.00 | $15.27 |
DisclosureSEC source: 0001218326-18-000003 · edgardoc.xml · nonDerivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,147 F1 · kind: Shares are subject to a Restricted Stock Purchase Agreement and were issued pursuant to the 1995 Directors' Stock Plan. Shares will vest on the first anniversary of the date of grant. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 19:03 UTC | Nuance Communications, Inc. NUAN · Entity 12406 | OtherCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001218326-17-000004 · edgardoc.xml · nonDerivative · entry 3 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 87,310 F2 · kind: These shares were transferred to the Philip and Teresa Quigley Trust. Mr. Quigley has full discretion over voting and investment control over the shares that are directly held in this Trust. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 19:03 UTC | Nuance Communications, Inc. NUAN · Entity 12406 | OtherCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001218326-17-000004 · edgardoc.xml · nonDerivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,880 F2 · kind: These shares were transferred to the Philip and Teresa Quigley Trust. Mr. Quigley has full discretion over voting and investment control over the shares that are directly held in this Trust. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 19:03 UTC | Nuance Communications, Inc. NUAN · Entity 12406 | GrantCommon Stock | 16,880 | $0.00 | $16.88 |
DisclosureSEC source: 0001218326-17-000004 · edgardoc.xml · nonDerivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,880 F1 · kind: Shares are subject to a Restricted Stock Purchase Agreement and were issued pursuant to the 1995 Directors' Stock Plan. Shares will vest on the first anniversary of the date of grant. Read SEC document |
| April 19, 2013 Filed Apr 22, 2013 22:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Purchase Option · Derivative | 6,024 | $36.69 Strike: $36.69 | $221,020.56 |
DisclosureSEC source: 0001127602-13-014308 · form4.xml · derivative · entry 5 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,024 Underlying: Common Stock, $1 2/3 Par Value · 6,024 shares Expires 2014-04-27 Read SEC document |
| April 19, 2013 Filed Apr 22, 2013 22:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Purchase Option · Derivative | 7,840 | $0.00 Strike: $28.20 | $0.00 |
DisclosureSEC source: 0001127602-13-014308 · form4.xml · derivative · entry 4 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 7,840 shares Expires 2014-04-27 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 |
| April 19, 2013 Filed Apr 22, 2013 22:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 6,024 | $36.69 | $221,020.56 |
DisclosureSEC source: 0001127602-13-014308 · form4.xml · nonDerivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,125 Read SEC document |
| April 19, 2013 Filed Apr 22, 2013 22:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 7,840 | $28.20 | $221,048.80 |
DisclosureSEC source: 0001127602-13-014308 · form4.xml · nonDerivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,149 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 01, 2013 Filed Apr 2, 2013 20:02 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,448.6867 | $36.93 | $53,500.00 |
DisclosureSEC source: 0001127602-13-012874 · form4.xml · derivative · entry 3 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,367.6583 Underlying: Common Stock, $1 2/3 Par Value · 1,448.6867 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 |
| March 20, 2013 Filed Mar 21, 2013 16:21 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Purchase Option · Derivative | 5,561 | $37.44 Strike: $37.44 | $208,203.84 |
DisclosureSEC source: 0001127602-13-011612 · form4.xml · derivative · entry 5 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,561 Underlying: Common Stock, $1 2/3 Par Value · 5,561 shares Expires 2013-04-22 Read SEC document |
| March 20, 2013 Filed Mar 21, 2013 16:21 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Purchase Option · Derivative | 8,870 | $0.00 Strike: $23.48 | $0.00 |
DisclosureSEC source: 0001127602-13-011612 · form4.xml · derivative · entry 4 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 8,870 shares Expires 2013-04-22 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 |
| March 20, 2013 Filed Mar 21, 2013 16:21 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 5,561 | $37.44 | $208,203.84 |
DisclosureSEC source: 0001127602-13-011612 · form4.xml · nonDerivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,309 Read SEC document |
| March 20, 2013 Filed Mar 21, 2013 16:21 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 8,870 | $23.48 | $208,223.25 |
DisclosureSEC source: 0001127602-13-011612 · form4.xml · nonDerivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,870 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 24, 2012 Filed Apr 25, 2012 16:58 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 4,536 | $33.07 | $150,005.52 |
DisclosureSEC source: 0001127602-12-014622 · form4.xml · derivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,408.2925 Underlying: Common Stock, $1 2/3 Par Value · 4,536 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 |
| April 16, 2012 Filed Apr 17, 2012 20:57 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Purchase Option · Derivative | 4,846 | $0.00 Strike: $33.15 | $0.00 |
DisclosureSEC source: 0001127602-12-014033 · form4.xml · derivative · entry 4 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,846 Underlying: Common Stock, $1 2/3 Par Value · 4,846 shares Expires 2012-04-23 Read SEC document |
| April 16, 2012 Filed Apr 17, 2012 20:57 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Purchase Option · Derivative | 6,398 | $0.00 Strike: $25.11 | $0.00 |
DisclosureSEC source: 0001127602-12-014033 · form4.xml · derivative · entry 3 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 6,398 shares Expires 2012-04-23 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 |
| April 16, 2012 Filed Apr 17, 2012 20:57 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 4,846 | $33.15 | $160,644.90 |
DisclosureSEC source: 0001127602-12-014033 · form4.xml · nonDerivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 86,310 Read SEC document |
| April 16, 2012 Filed Apr 17, 2012 20:57 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 6,398 | $25.11 | $160,653.78 |
DisclosureSEC source: 0001127602-12-014033 · form4.xml · nonDerivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 91,156 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 03, 2012 Filed Jan 4, 2012 19:04 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,614.6589 | $27.56 | $44,500.00 |
DisclosureSEC source: 0001127602-12-000475 · form4.xml · derivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,052.1112 Underlying: Common Stock, $1 2/3 Par Value · 1,614.6589 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 |
| September 30, 2011 Filed Oct 3, 2011 21:31 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,762.0232 | $24.12 | $42,500.00 |
DisclosureSEC source: 0001127602-11-026415 · form4.xml · derivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,884.8854 Underlying: Common Stock, $1 2/3 Par Value · 1,762.0232 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 |
| July 01, 2011 Filed Jul 5, 2011 18:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,799.7149 | $28.06 | $50,500.00 |
DisclosureSEC source: 0001127602-11-020502 · form4.xml · derivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,586.8267 Underlying: Common Stock, $1 2/3 Par Value · 1,799.7149 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 |
| May 03, 2011 Filed May 4, 2011 16:36 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 4,745 | $29.51 | $140,024.95 |
DisclosureSEC source: 0001127602-11-015018 · form4.xml · derivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,303.6242 Underlying: Common Stock, $1 2/3 Par Value · 4,745 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 |
| April 20, 2011 Filed Apr 22, 2011 19:47 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Purchase Option · Derivative | 5,457 | $28.83 Strike: $28.83 | $157,325.31 |
DisclosureSEC source: 0001127602-11-013501 · form4.xml · derivative · entry 4 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,457 Underlying: Common Stock, $1 2/3 Par Value · 5,457 shares Expires 2011-04-24 Read SEC document |
| April 20, 2011 Filed Apr 22, 2011 19:47 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Purchase Option · Derivative | 6,618 | $0.00 Strike: $23.78 | $0.00 |
DisclosureSEC source: 0001127602-11-013501 · form4.xml · derivative · entry 3 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 6,618 shares Expires 2011-04-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 20, 2011 Filed Apr 22, 2011 19:47 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 5,457 | $28.83 | $157,325.31 |
DisclosureSEC source: 0001127602-11-013501 · form4.xml · nonDerivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 84,758 Read SEC document |
| April 20, 2011 Filed Apr 22, 2011 19:47 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 6,618 | $23.78 | $157,342.95 |
DisclosureSEC source: 0001127602-11-013501 · form4.xml · nonDerivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 90,215 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 01, 2011 Filed Apr 4, 2011 20:46 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,593.0599 | $31.70 | $50,500.00 |
DisclosureSEC source: 0001127602-11-012077 · form4.xml · derivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,558.6242 Underlying: Common Stock, $1 2/3 Par Value · 1,593.0599 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 03, 2011 Filed Jan 4, 2011 16:35 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,226.202 | $30.99 | $38,000.00 |
DisclosureSEC source: 0001127602-11-000376 · form4.xml · derivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,562.5267 Underlying: Common Stock, $1 2/3 Par Value · 1,226.202 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 |
| December 10, 2010 Filed Dec 17, 2010 17:20 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 1,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-030994 · form4.xml · nonDerivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 83,597 Read SEC document |
| October 01, 2010 Filed Oct 4, 2010 18:23 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,591.723 | $25.13 | $40,000.00 |
DisclosureSEC source: 0001127602-10-024469 · form4.xml · derivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,141.2838 Underlying: Common Stock, $1 2/3 Par Value · 1,591.723 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 |
| July 01, 2010 Filed Jul 2, 2010 17:37 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,562.5 | $25.60 | $40,000.00 |
DisclosureSEC source: 0001127602-10-018492 · form4.xml · derivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,328.0575 Underlying: Common Stock, $1 2/3 Par Value · 1,562.5 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 |
| April 27, 2010 Filed Apr 28, 2010 21:38 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 2,207 | $31.72 | $70,006.04 |
DisclosureSEC source: 0001127602-10-012329 · form4.xml · derivative · entry 3 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,586.7726 Underlying: Common Stock, $1 2/3 Par Value · 2,207 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 |
| April 27, 2010 Filed Apr 28, 2010 21:38 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Purchase Option · Derivative | 7,570 | $0.00 Strike: $31.72 | $0.00 |
DisclosureSEC source: 0001127602-10-012329 · form4.xml · derivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,570 Underlying: Common Stock, $1 2/3 Par Value · 7,570 shares Expires 2020-04-27 Read SEC document |
| April 22, 2010 Filed Apr 23, 2010 21:44 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Purchase Option · Derivative | 2,415 | $0.00 Strike: $31.06 | $0.00 |
DisclosureSEC source: 0001127602-10-011932 · form4.xml · derivative · entry 3 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 2,415 shares Expires 2010-04-25 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 22, 2010 Filed Apr 23, 2010 21:44 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 2,233 | $33.58 | $74,984.14 |
DisclosureSEC source: 0001127602-10-011932 · form4.xml · nonDerivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 84,937 Read SEC document |
| April 22, 2010 Filed Apr 23, 2010 21:44 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 2,415 | $31.06 | $75,009.90 |
DisclosureSEC source: 0001127602-10-011932 · form4.xml · nonDerivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 87,170 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 01, 2010 Filed Apr 2, 2010 21:48 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,349.6144 | $31.12 | $42,000.00 |
DisclosureSEC source: 0001127602-10-010346 · form4.xml · derivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,379.7726 Underlying: Common Stock, $1 2/3 Par Value · 1,349.6144 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 |
| March 25, 2010 Filed Mar 26, 2010 18:41 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Purchase Option · Derivative | 2,415 | $31.06 Strike: $31.06 | $75,009.90 |
DisclosureSEC source: 0001127602-10-009575 · form4.xml · derivative · entry 4 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,415 Underlying: Common Stock, $1 2/3 Par Value · 2,415 shares Expires 2010-04-25 Read SEC document |
| March 25, 2010 Filed Mar 26, 2010 18:41 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Purchase Option · Derivative | 3,510 | $0.00 Strike: $21.38 | $0.00 |
DisclosureSEC source: 0001127602-10-009575 · form4.xml · derivative · entry 3 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 Par Value · 3,510 shares Expires 2010-04-25 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 |
| March 25, 2010 Filed Mar 26, 2010 18:41 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 Par Value | 2,415 | $31.06 | $75,009.90 |
DisclosureSEC source: 0001127602-10-009575 · form4.xml · nonDerivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 84,755 Read SEC document |
| March 25, 2010 Filed Mar 26, 2010 18:41 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 Par Value | 3,510 | $21.38 | $75,026.25 |
DisclosureSEC source: 0001127602-10-009575 · form4.xml · nonDerivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 87,170 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 04, 2010 Filed Jan 5, 2010 21:48 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,407.9289 | $26.99 | $38,000.00 |
DisclosureSEC source: 0001127602-10-000562 · form4.xml · derivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,849.3803 Underlying: Common Stock, $1 2/3 Par Value · 1,407.9289 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1 F2 · derivative.exercise_date: Payable in a lump sum on March 1 following cessation of board membership F2 · derivative.expiration_date: Payable in a lump sum on March 1 following cessation of board membership Read SEC document |
| December 17, 2009 Filed Feb 12, 2010 19:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 Par Value | 955 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-004553 · form5.xml · nonDerivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 83,660 Read SEC document |
| October 01, 2009 Filed Oct 2, 2009 15:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,419.4464 | $28.18 | $40,000.00 |
DisclosureSEC source: 0001127602-09-019941 · form4.xml · derivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,268.0063 Underlying: Common Stock, $1 2/3 Par Value · 1,419.4464 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1 F2 · derivative.exercise_date: Payable in a lump sum on March 1 following cessation of board membership F2 · derivative.expiration_date: Payable in a lump sum on March 1 following cessation of board membership Read SEC document |
| July 01, 2009 Filed Jul 1, 2009 20:36 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,927.0404 | $24.26 | $46,750.00 |
DisclosureSEC source: 0001193833-09-000112 · edgar.xml · derivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,502.4365 Underlying: Common Stock, $1 2/3 par value · 1,927.0404 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in a lump sum on March 1 following cessation of board membership . F2 · derivative.expiration_date: Payable in a lump sum on March 1 following cessation of board membership . Read SEC document |
| April 28, 2009 Filed Apr 30, 2009 23:21 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Purchase Option · Derivative | 12,330 | $0.00 Strike: $19.48 | $0.00 |
DisclosureSEC source: 0001193833-09-000095 · edgar.xml · derivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,330 Underlying: Common Stock, $1 2/3 par value · 12,330 shares Expires 2019-04-28 Read SEC document |
| April 28, 2009 Filed Apr 30, 2009 23:21 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Unit · Derivative | 3,594 | $19.48 | $70,011.12 |
DisclosureSEC source: 0001193833-09-000095 · edgar.xml · derivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,536.229 Underlying: Common Stock, $1 2/3 par value · 3,594 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in a lump sum on March 1 of the first calendar year following cessation of board membership. F2 · derivative.expiration_date: Payable in a lump sum on March 1 of the first calendar year following cessation of board membership. Read SEC document |
| April 01, 2009 Filed Apr 2, 2009 16:53 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 2,966.9944 | $14.24 | $42,250.00 |
DisclosureSEC source: 0001193833-09-000070 · edgar.xml · derivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,942.229 Underlying: Common Stock, $1 2/3 par value · 2,966.9944 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in a lump sum on March 1 following cessation of board membership . F2 · derivative.expiration_date: Payable in a lump sum on March 1 following cessation of board membership . 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.