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, 2009 Filed Jan 1, 2009 01:57 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,501.0176 | $29.48 | $44,250.00 |
DisclosureSEC source: 0001193833-08-000145 · edgar.xml · derivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,429.2877 Underlying: Common Stock, $1 2/3 par value · 1,501.0176 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 |
| October 01, 2008 Filed Oct 1, 2008 17:11 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,125.7661 | $37.53 | $42,250.00 |
DisclosureSEC source: 0001193833-08-000115 · edgar.xml · derivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,593.9644 Underlying: Common Stock, $1 2/3 par value · 1,125.7661 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 |
| October 01, 2008 Filed Jan 1, 2009 01:32 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,125.7661 | $37.53 | $42,250.00 |
DisclosureSEC source: 0001193833-08-000137 · edgar.xml · derivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,719.7305 Underlying: Common Stock, $1 2/3 par value · 1,125.7661 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, 2008 Filed Jul 1, 2008 15:28 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,694.7368 | $23.75 | $40,250.00 |
DisclosureSEC source: 0001193833-08-000092 · edgar.xml · derivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,409.6473 Underlying: Common Stock, $1 2/3 par value · 1,694.7368 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 29, 2008 Filed Apr 30, 2008 21:42 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Purchase Option · Derivative | 10,490 | $0.00 Strike: $29.88 | $0.00 |
DisclosureSEC source: 0001193833-08-000073 · edgar.xml · derivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,490 Underlying: Common Stock, $1 2/3 par value · 10,490 shares Expires 2018-04-29 Read SEC document |
| April 29, 2008 Filed Apr 30, 2008 21:42 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Unit · Derivative | 2,343 | $29.88 | $70,008.84 |
DisclosureSEC source: 0001193833-08-000073 · edgar.xml · derivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,390.7012 Underlying: Common Stock, $1 2/3 par value · 2,343 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in lump sum on July 1 following cessation of board membership. F2 · derivative.expiration_date: Payable in lump sum on July 1 following cessation of board membership. Read SEC document |
| April 09, 2008 Filed Apr 10, 2008 15:51 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Option · Derivative | 10,000 | $0.00 Strike: $19.10 | $0.00 |
DisclosureSEC source: 0001193833-08-000053 · edgar.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 · 10,000 shares Expires 2008-04-21 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 09, 2008 Filed Apr 10, 2008 15:51 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 6,485 | $29.45 | $190,983.25 |
DisclosureSEC source: 0001193833-08-000053 · edgar.xml · nonDerivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 84,615 Read SEC document |
| April 09, 2008 Filed Apr 10, 2008 15:51 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 10,000 | $19.10 | $191,000.00 |
DisclosureSEC source: 0001193833-08-000053 · edgar.xml · nonDerivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 91,100 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, 2008 Filed Apr 1, 2008 21:21 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,383.1615 | $29.10 | $40,250.00 |
DisclosureSEC source: 0001193833-08-000047 · edgar.xml · derivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,551.2942 Underlying: Common Stock, $1 2/3 par value · 1,383.1615 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in lump sum on March 1 following cessation of board membership. F2 · derivative.expiration_date: Payable in lump sum on March 1 following cessation of board membership. Read SEC document |
| January 01, 2008 Filed Jan 2, 2008 22:48 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,159.3243 | $30.19 | $35,000.00 |
DisclosureSEC source: 0001193833-08-000007 · edgar.xml · derivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,520.8701 Underlying: Common Stock, $1 2/3 par value · 1,159.3243 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in 3 installments beginning July 1 following cessation of board membership. F2 · derivative.expiration_date: Payable in 3 installments beginning July 1 following cessation of board membership. Read SEC document |
| December 07, 2007 Filed Dec 7, 2007 21:45 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Option · Derivative | 4,020 | $0.00 Strike: $8.49 | $0.00 |
DisclosureSEC source: 0001193833-07-000186 · edgar.xml · derivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 4,020 shares Expires 2008-01-02 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 07, 2007 Filed Dec 7, 2007 21:45 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 4,020 | $8.49 | $34,109.70 |
DisclosureSEC source: 0001193833-07-000186 · edgar.xml · nonDerivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 81,100 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 06, 2007 Filed Dec 7, 2007 21:52 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Option · Derivative | 4,020 | $0.00 Strike: $8.49 | $0.00 |
DisclosureSEC source: 0001193833-07-000187 · edgar.xml · derivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 4,020 shares Expires 2008-01-02 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 06, 2007 Filed Dec 7, 2007 21:52 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 4,020 | $8.49 | $34,109.70 |
DisclosureSEC source: 0001193833-07-000187 · edgar.xml · nonDerivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 81,100 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 |
| October 01, 2007 Filed Oct 2, 2007 22:28 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,094.8905 | $35.62 | $39,000.00 |
DisclosureSEC source: 0001193833-07-000167 · edgar.xml · derivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,007.7865 Underlying: Common Stock, $1 2/3 par value · 1,094.8905 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in 3 installments beginning July 1 following cessation of board membership. F2 · derivative.expiration_date: Payable in 3 installments beginning July 1 following cessation of board membership. Read SEC document |
| July 01, 2007 Filed Jul 5, 2007 17:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,165.7663 | $35.17 | $41,000.00 |
DisclosureSEC source: 0001193833-07-000133 · edgar.xml · derivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,610.7794 Underlying: Common Stock, $1 2/3 par value · 1,165.7663 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in 3 installments beginning July 1 following cessation of board membership. F2 · derivative.expiration_date: Payable in 3 installments beginning July 1 following cessation of board membership. Read SEC document |
| April 24, 2007 Filed Apr 25, 2007 23:43 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Purchase Option · Derivative | 7,394 | $0.00 Strike: $35.78 | $0.00 |
DisclosureSEC source: 0001193833-07-000099 · edgar.xml · derivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,394 Underlying: Common Stock, $1 2/3 par value · 7,394 shares Expires 2017-04-24 Read SEC document |
| April 24, 2007 Filed Apr 25, 2007 23:43 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,957 | $35.78 | $70,021.46 |
DisclosureSEC source: 0001193833-07-000099 · edgar.xml · derivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,179.8329 Underlying: Common Stock, $1 2/3 par value · 1,957 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in 3 installments beginning July 1 following cessation of board membership. F2 · derivative.expiration_date: Payable in 3 installments beginning July 1 following cessation of board membership. Read SEC document |
| April 01, 2007 Filed Apr 2, 2007 18:36 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,306.9997 | $34.43 | $45,000.00 |
DisclosureSEC source: 0001193833-07-000064 · edgar.xml · derivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,889.5327 Underlying: Common Stock, $1 2/3 par value · 1,306.9997 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in 3 installments beginning July 1 following cessation of board membership and continuing annually on March 1. F2 · derivative.expiration_date: Payable in 3 installments beginning July 1 following cessation of board membership and continuing annually on March 1. Read SEC document |
| April 01, 2007 Filed Apr 4, 2007 22:42 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,306.9997 | $34.43 | $45,000.00 |
DisclosureSEC source: 0001193833-07-000072 · edgar.xml · derivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,222.8329 Underlying: Common Stock, $1 2/3 par value · 1,306.9997 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in 3 installments beginning July 1 following cessation of board membership. F2 · derivative.expiration_date: Payable in 3 installments beginning July 1 following cessation of board membership. Read SEC document |
| March 12, 2007 Filed Mar 13, 2007 16:41 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Option · Derivative | 10,000 | $0.00 Strike: $13.24 | $0.00 |
DisclosureSEC source: 0001193833-07-000055 · edgar.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 · 10,000 shares Expires 2007-04-15 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. Read SEC document |
| March 12, 2007 Filed Mar 13, 2007 16:41 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 3,834 | $34.53 | $132,388.02 |
DisclosureSEC source: 0001193833-07-000055 · edgar.xml · nonDerivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 77,080 Read SEC document |
| March 12, 2007 Filed Mar 13, 2007 16:41 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 10,000 | $13.24 | $132,400.00 |
DisclosureSEC source: 0001193833-07-000055 · edgar.xml · nonDerivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 80,914 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 01, 2007 Filed Jan 3, 2007 18:48 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 992.6884 | $35.56 | $35,300.00 |
DisclosureSEC source: 0001193833-07-000004 · edgar.xml · derivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,434.4352 Underlying: Common Stock, $1 2/3 par value · 992.6884 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1 F2 · derivative.exercise_date: Payable in 3 installments beginning July 1 following cessation of board membership and continuing annually on March 1 F2 · derivative.expiration_date: Payable in 3 installments beginning July 1 following cessation of board membership and continuing annually on March 1 F3 · balance_after: Amount reflects a 2-for-1 stock split in the form of a 100 percent stock dividend distributed on August 11, 2006 Read SEC document |
| January 01, 2007 Filed Apr 4, 2007 22:50 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 992.6884 | $35.56 | $35,300.00 |
DisclosureSEC source: 0001193833-07-000080 · edgar.xml · derivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,668.3651 Underlying: Common Stock, $1 2/3 par value · 992.6884 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in 3 installments beginning July 1 following cessation of board membership. F2 · derivative.expiration_date: Payable in 3 installments beginning July 1 following cessation of board membership. Read SEC document |
| December 19, 2006 Filed Dec 21, 2006 17:30 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Option · Derivative | 5,060 | $0.00 Strike: $6.75 | $0.00 |
DisclosureSEC source: 0001193833-06-000170 · edgar.xml · derivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 5,060 shares Expires 2007-01-02 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 19, 2006 Filed Dec 21, 2006 17:30 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 5,060 | $6.75 | $34,129.70 |
DisclosureSEC source: 0001193833-06-000170 · edgar.xml · nonDerivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 37,987 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 19, 2006 Filed Feb 3, 2007 01:45 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Option · Derivative | 5,060 | $0.00 Strike: $6.75 | $0.00 |
DisclosureSEC source: 0001193833-07-000025 · edgar.xml · derivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 5,060 shares Expires 2007-01-02 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 19, 2006 Filed Feb 3, 2007 01:45 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 5,060 | $6.75 | $34,129.70 |
DisclosureSEC source: 0001193833-07-000025 · edgar.xml · nonDerivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 70,914 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 · balance_after: Amount and option exercise price reflect a 2-for-1 stock split in the form of a 100 percent stock dividend distributed on August 11, 2006. Read SEC document |
| October 01, 2006 Filed Oct 2, 2006 23:18 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,019.9005 | $36.18 | $36,900.00 |
DisclosureSEC source: 0001193833-06-000144 · edgar.xml · derivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,441.7468 Underlying: Common Stock, $1 2/3 par value · 1,019.9005 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1 F2 · derivative.exercise_date: Payable in 3 installments beginning July 1 following cessation of board membership and continuing annually on March 1 F2 · derivative.expiration_date: Payable in 3 installments beginning July 1 following cessation of board membership and continuing annually on March 1 F3 · balance_after: Amount reflects a 2-for-1 stock split in the form of a 100 percent stock dividend distributed on August 11, 2006 Read SEC document |
| July 01, 2006 Filed Jul 3, 2006 19:53 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 550.0894 | $67.08 | $36,900.00 |
DisclosureSEC source: 0001193833-06-000113 · edgar.xml · derivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,097.3331 Underlying: Common Stock, $1 2/3 par value · 550.0894 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1 F2 · derivative.exercise_date: Payable in 3 installments beginning July 1 following cessation of board membership and continuing annually on March 1 F2 · derivative.expiration_date: Payable in 3 installments beginning July 1 following cessation of board membership and continuing annually on March 1 Read SEC document |
| April 25, 2006 Filed Apr 27, 2006 18:44 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Option · Derivative | 3,329 | $0.00 Strike: $65.10 | $0.00 |
DisclosureSEC source: 0001193833-06-000078 · edgar.xml · derivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,329 Underlying: Common Stock, $1 2/3 par value · 3,329 shares Expires 2016-04-25 Read SEC document |
| April 25, 2006 Filed Apr 27, 2006 18:44 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 999 | $65.10 | $65,034.90 |
DisclosureSEC source: 0001193833-06-000078 · edgar.xml · derivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,441.928 Underlying: Common Stock, $1 2/3 par value · 999 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1 F2 · derivative.exercise_date: Payable in 3 installments beginning July 1 following cessation of board membership and continuing annually on March 1 F2 · derivative.expiration_date: Payable in 3 installments beginning July 1 following cessation of board membership and continuing annually on March 1 Read SEC document |
| April 03, 2006 Filed Apr 4, 2006 21:11 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Option · Derivative | 5,000 | $0.00 Strike: $25.04 | $0.00 |
DisclosureSEC source: 0001193833-06-000071 · edgar.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 · 5,000 shares Expires 2006-04-16 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 03, 2006 Filed Apr 4, 2006 21:11 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 1,960 | $63.87 | $125,185.20 |
DisclosureSEC source: 0001193833-06-000071 · edgar.xml · nonDerivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 32,927 Read SEC document |
| April 03, 2006 Filed Apr 4, 2006 21:11 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 5,000 | $25.04 | $125,200.00 |
DisclosureSEC source: 0001193833-06-000071 · edgar.xml · nonDerivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 34,887 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 03, 2006 Filed Jun 1, 2006 21:20 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Option · Derivative | 5,000 | $0.00 Strike: $25.04 | $0.00 |
DisclosureSEC source: 0001193833-06-000100 · edgar.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 · 5,000 shares Expires 2006-04-16 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 03, 2006 Filed Jun 1, 2006 21:20 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 1,960 | $63.87 | $125,185.20 |
DisclosureSEC source: 0001193833-06-000100 · edgar.xml · nonDerivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 32,927 Read SEC document |
| April 03, 2006 Filed Jun 1, 2006 21:20 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 5,000 | $25.04 | $125,200.00 |
DisclosureSEC source: 0001193833-06-000100 · edgar.xml · nonDerivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 34,887 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, 2006 Filed Apr 4, 2006 21:11 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 627.8378 | $63.87 | $40,100.00 |
DisclosureSEC source: 0001193833-06-000071 · edgar.xml · derivative · entry 3 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 627.8378 Underlying: Common Stock, $1 2/3 par value · 627.8378 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1 F2 · derivative.exercise_date: Payable in 3 installments beginning July 1 following cessation of board membership F2 · derivative.expiration_date: Payable in 3 installments beginning July 1 following cessation of board membership Read SEC document |
| April 01, 2006 Filed Jun 1, 2006 21:20 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 627.8378 | $63.87 | $40,100.00 |
DisclosureSEC source: 0001193833-06-000100 · edgar.xml · derivative · entry 3 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,442.928 Underlying: Common Stock, $1 2/3 par value · 627.8378 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1 F2 · derivative.exercise_date: Payable in 3 installments beginning July 1 following cessation of board membership and continuing annually on March 1 F2 · derivative.expiration_date: Payable in 3 installments beginning July 1 following cessation of board membership and continuing annually on March 1 Read SEC document |
| January 01, 2006 Filed Jan 3, 2006 21:10 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 510.9024 | $62.83 | $32,100.00 |
DisclosureSEC source: 0001193833-06-000007 · edgar.xml · derivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,101.6859 Underlying: Common Stock, $1 2/3 par value · 510.9024 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 15, 2005 Filed Dec 16, 2005 19:21 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Option · Derivative | 3,210 | $0.00 Strike: $10.80 | $0.00 |
DisclosureSEC source: 0001193833-05-000164 · edgar.xml · derivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 3,210 shares Expires 2006-01-02 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 15, 2005 Filed Dec 16, 2005 19:21 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 3,210 | $10.80 | $34,668.00 |
DisclosureSEC source: 0001193833-05-000164 · edgar.xml · nonDerivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 23,467 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 15, 2005 Filed Jan 27, 2006 00:24 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Option · Derivative | 3,210 | $0.00 Strike: $10.80 | $0.00 |
DisclosureSEC source: 0001193833-06-000015 · edgar.xml · derivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 3,210 shares Expires 2006-01-02 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 15, 2005 Filed Jan 27, 2006 00:24 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 3,210 | $10.80 | $34,668.00 |
DisclosureSEC source: 0001193833-06-000015 · edgar.xml · nonDerivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 29,887 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 |
| October 01, 2005 Filed Oct 4, 2005 19:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 657.3331 | $58.57 | $38,500.00 |
DisclosureSEC source: 0001193833-05-000138 · edgar.xml · derivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,544.9068 Underlying: Common Stock, $1 2/3 par value · 657.3331 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, 2005 Filed Jul 5, 2005 18:46 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 521.2731 | $61.58 | $32,100.00 |
DisclosureSEC source: 0001193833-05-000102 · edgar.xml · derivative · entry 1 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,845.3133 Underlying: Common Stock, $1 2/3 par value · 521.2731 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 26, 2005 Filed Apr 28, 2005 18:53 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Option · Derivative | 3,870 | $0.00 Strike: $59.15 | $0.00 |
DisclosureSEC source: 0001193833-05-000072 · edgar.xml · derivative · entry 2 QUIGLEY PHILIP · CIK 0001121357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,870 Underlying: Common Stock, $1 2/3 par value · 3,870 shares Expires 2015-04-26 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.