Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| First American Financial CorpFAF · Entity 3669 | Director | February 19, 2026 | February 24, 2026 |
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | Sr. Executive Vice President | December 01, 2011 | December 06, 2011 |
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.
First American Financial Corp
Report date February 19, 2026 · Filed February 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 53,394 |
Reported balance
After 2026-02-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-19 · Grant · Acquired 2,418 · Balance 53,394 F1: Includes 2,609 unvested Restricted Stock Units ("RSUs") acquired pursuant to an original grant of 2,522 RSUs and shares acquired through automatic dividend reinvestment, vesting 2/24/2026, the first anniversary of the grant. F2: Includes 2,418 unvested RSUs acquired pursuant to a grant vesting 2/19/2027, the first anniversary of the grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 2,609 unvested Restricted Stock Units ("RSUs") acquired pursuant to an original grant of 2,522 RSUs and shares acquired through automatic dividend reinvestment, vesting 2/24/2026, the first anniversary of the grant.
F2: Includes 2,418 unvested RSUs acquired pursuant to a grant vesting 2/19/2027, the first anniversary of the grant.
WELLS FARGO & COMPANY/MN
Report date December 01, 2011 · Filed December 06, 2011
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 496,621 |
Reported balance
After 2011-12-01 transaction · row 1
1 source rowRow 1 · 2011-12-01 · Gift · Disposed 8,000 · Balance 496,621 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectAs Custodian For Daughter Under Ugma | 4,160 |
Reported balance
Holding disclosure · report date 2011-12-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,160 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectAs Custodian For Son Under Ugma | 4,160 |
Reported balance
Holding disclosure · report date 2011-12-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,160 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough 401(k) Plan | 19,060.6133 |
Reported balance
Holding disclosure · report date 2011-12-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 19,060.6133 F1: Reflects share equivalent of units in Wells Fargo ESOP Fund of 401(k) Plan as of October 31, 2011, 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 Family Llc | 110,000 |
Reported balance
Holding disclosure · report date 2011-12-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 110,000 |
| 8% Pfd., Series JSEC Table I · non-derivative | Direct | 3,000 |
Reported balance
Holding disclosure · report date 2011-12-01 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 3,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects share equivalent of units in Wells Fargo ESOP Fund of 401(k) Plan as of October 31, 2011, as if investable cash equivalents held by Plan were fully invested in Wells Fargo & Company Common Stock.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 01, 2004 Filed Mar 3, 2004 17:42 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionPhantom Stock Units · Derivative | 1,776.6929 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-04-000050 · edgar.xml · derivative · entry 8 OMAN MARK C · CIK 0001201248 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,553.3857 Underlying: Common Stock, $1 2/3 par value · 1,776.6929 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Conversion price is 1-for-1 F4 · derivative.exercise_date: Payable in 4 annual installments beginning March 1, 2003 F4 · derivative.expiration_date: Payable in 4 annual installments beginning March 1, 2003 Read SEC document |
| March 01, 2004 Filed Mar 3, 2004 17:42 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionPhantom Stock Units · Derivative | 1,424.1727 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-04-000050 · edgar.xml · derivative · entry 7 OMAN MARK C · CIK 0001201248 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 1,424.1727 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Conversion price is 1-for-1 F3 · derivative.exercise_date: Payable in 3 annual installments beginning March 1, 2002 F3 · derivative.expiration_date: Payable in 3 annual installments beginning March 1, 2002 Read SEC document |
| March 01, 2004 Filed Mar 3, 2004 17:42 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 992.2683 | $57.63 | $57,184.42 |
DisclosureSEC source: 0001193833-04-000050 · edgar.xml · nonDerivative · entry 2 OMAN MARK C · CIK 0001201248 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,898 Read SEC document |
| March 01, 2004 Filed Mar 3, 2004 17:42 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 3,200.8656 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-04-000050 · edgar.xml · nonDerivative · entry 1 OMAN MARK C · CIK 0001201248 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,890 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 24, 2004 Filed Feb 26, 2004 19:12 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 288,880 | $0.00 Strike: $56.86 | $0.00 |
DisclosureSEC source: 0001193833-04-000044 · edgar.xml · derivative · entry 1 OMAN MARK C · CIK 0001201248 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,880 Underlying: Common Stock, $1 2/3 par value · 288,880 shares Expires 2014-02-24 Read SEC document |
| February 03, 2004 Filed Feb 4, 2004 22:34 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 2,598.0644 | $58.89 | $153,000.01 |
DisclosureSEC source: 0001193833-04-000027 · edgar.xml · derivative · entry 1 OMAN MARK C · CIK 0001201248 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,458.7208 Underlying: Common Stock, $1 2/3 par value · 2,598.0644 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 |
| December 22, 2003 Filed Jan 9, 2004 23:43 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-04-000013 · edgar.xml · nonDerivative · entry 1 OMAN MARK C · CIK 0001201248 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,690 Read SEC document |
| October 31, 2003 Filed Nov 4, 2003 21:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | SaleCommon Stock, $1 2/3 par value | 20,000 | $56.01 | $1,120,102.00 |
DisclosureSEC source: 0001193833-03-000083 · edgar.xml · nonDerivative · entry 2 OMAN MARK C · CIK 0001201248 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,690 Read SEC document |
| October 31, 2003 Filed Nov 4, 2003 21:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 375 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-03-000083 · edgar.xml · nonDerivative · entry 1 OMAN MARK C · CIK 0001201248 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,690 Read SEC document |
| October 22, 2003 Filed Oct 23, 2003 18:35 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 48,610 | $0.00 Strike: $26.63 | $0.00 |
DisclosureSEC source: 0001193833-03-000075 · edgar.xml · derivative · entry 10 OMAN MARK C · CIK 0001201248 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 48,610 shares Expires 2004-07-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 22, 2003 Filed Oct 23, 2003 18:35 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 55,782 | $0.00 Strike: $18.56 | $0.00 |
DisclosureSEC source: 0001193833-03-000075 · edgar.xml · derivative · entry 9 OMAN MARK C · CIK 0001201248 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 55,782 shares Expires 2004-07-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 22, 2003 Filed Oct 23, 2003 18:35 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 62,228 | $55.50 | $3,453,654.00 |
DisclosureSEC source: 0001193833-03-000075 · edgar.xml · nonDerivative · entry 4 OMAN MARK C · CIK 0001201248 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,065 Read SEC document |
| October 22, 2003 Filed Oct 23, 2003 18:35 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 48,610 | $26.63 | $1,294,241.25 |
DisclosureSEC source: 0001193833-03-000075 · edgar.xml · nonDerivative · entry 3 OMAN MARK C · CIK 0001201248 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,293 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 22, 2003 Filed Oct 23, 2003 18:35 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 55,782 | $18.56 | $1,035,453.38 |
DisclosureSEC source: 0001193833-03-000075 · edgar.xml · nonDerivative · entry 2 OMAN MARK C · CIK 0001201248 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,683 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 22, 2003 Filed Oct 23, 2003 18:35 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 5,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-03-000075 · edgar.xml · nonDerivative · entry 1 OMAN MARK C · CIK 0001201248 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,901 Read SEC document |
| June 18, 2003 Filed Jun 18, 2003 23:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 36,308 | $0.00 Strike: $51.80 | $0.00 |
DisclosureSEC source: 0001193833-03-000012 · primary_doc.xml · derivative · entry 4 OMAN MARK C · CIK 0001201248 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,308 Underlying: Common Stock, $1 2/3 par value · 36,308 shares Expires 2010-02-22 Read SEC document |
| June 18, 2003 Filed Jun 18, 2003 23:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 47,133 | $0.00 Strike: $33.50 | $0.00 |
DisclosureSEC source: 0001193833-03-000012 · primary_doc.xml · derivative · entry 3 OMAN MARK C · CIK 0001201248 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 47,133 shares Expires 2010-02-22 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 |
| June 18, 2003 Filed Jun 18, 2003 23:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 35,884 | $51.80 | $1,858,791.20 |
DisclosureSEC source: 0001193833-03-000012 · primary_doc.xml · nonDerivative · entry 2 OMAN MARK C · CIK 0001201248 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,961 F1 · balance_after: The reporting person also holds 30,000 shares indirectly through a family LLC, 2,080 shares indirectly as custodian for his son under the Uniform Gift to Minors Act, 2,080 shares indirectly as custodain for his daughter under the Uniform Gift to Minors Act, and, as of May 31, 2003, 7,438 shares indirectly through a 401(k) plan. The share balance reported for the 401(k) plan reflects the share equivalent of units in the Wells Fargo Stock Fund and the ESOP Fund of the plan as if investable cash equivalents held by the plan were fully invested in Wells Fargo Common Stock. Read SEC document |
| June 18, 2003 Filed Jun 18, 2003 23:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 47,133 | $33.50 | $1,578,955.50 |
DisclosureSEC source: 0001193833-03-000012 · primary_doc.xml · nonDerivative · entry 1 OMAN MARK C · CIK 0001201248 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,845 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 |
| June 03, 2003 Filed Jun 3, 2003 23:47 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 16,922 | $17.50 Strike: $17.50 | $296,135.00 |
DisclosureSEC source: 0001193833-03-000008 · primary_doc.xml · derivative · entry 5 OMAN MARK C · CIK 0001201248 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 16,922 shares Expires 2003-07-27 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 |
| June 03, 2003 Filed Jun 3, 2003 23:47 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 9,581 | $48.90 | $468,510.90 |
DisclosureSEC source: 0001193833-03-000008 · primary_doc.xml · nonDerivative · entry 4 OMAN MARK C · CIK 0001201248 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,712 F1 · balance_after: The reporting person also holds 30,000 shares indirectly through a family LLC, 2,080 shares indirectly as custodian for his son under the Uniform Gift to Minors Act, 2,080 shares indirectly as custodian for his daughter under the Uniform Gift to Minors Act, and, as of May 31, 2003, 7,438 shares indirectly through a 401(k) plan. The share balance reported for the 401(k) plan reflects the share equivalent of units in the Wells Fargo Stock Fund and the ESOP Fund of the plan as if investable cash equivalents held by the plan were fully invested in Wells Fargo Common Stock. Read SEC document |
| June 03, 2003 Filed Jun 3, 2003 23:47 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 16,922 | $17.50 | $296,135.00 |
DisclosureSEC source: 0001193833-03-000008 · primary_doc.xml · nonDerivative · entry 3 OMAN MARK C · CIK 0001201248 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,293 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 |
| June 03, 2003 Filed Jun 3, 2003 23:47 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 5,940 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-03-000008 · primary_doc.xml · nonDerivative · entry 2 OMAN MARK C · CIK 0001201248 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,371 Read SEC document |
| January 24, 2003 Filed Jun 3, 2003 23:47 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-03-000008 · primary_doc.xml · nonDerivative · entry 1 OMAN MARK C · CIK 0001201248 · Group Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,311 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.