Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DAKTRONICS INC /SD/DAKT · Entity 5005 | Director · CFO and CTO | September 21, 2026 | September 23, 2026 |
| OCCIDENTAL PETROLEUM CORP /DE/OXY · Entity 2999 | Director | May 10, 2019 | May 14, 2019 |
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.
DAKTRONICS INC /SD/
Report date September 21, 2026 · Filed September 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 51,239 |
Reported balance
After 2026-09-21 transaction · row 1
1 source rowRow 1 · 2026-09-21 · Grant · Acquired 9,626 · Balance 51,239 F1: Represents the grant of restricted stock units ("RSUs") pursuant to the Daktronics, Inc. 2025 Stock Incentive Plan. The RSUs vest in three substantially equal installments beginning on August 23, 2027, subject to certain vesting, forfeiture, and termination provisions. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of restricted stock units ("RSUs") pursuant to the Daktronics, Inc. 2025 Stock Incentive Plan. The RSUs vest in three substantially equal installments beginning on August 23, 2027, subject to certain vesting, forfeiture, and termination provisions.
OCCIDENTAL PETROLEUM CORP /DE/
Report date May 10, 2019 · Filed May 14, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,073 |
Reported balance
After 2019-05-10 transaction · row 1
1 source rowRow 1 · 2019-05-10 · Tax withholding · Disposed 1,658 · Balance 28,073 F1: Represents shares of common stock withheld to satisfy tax withholding obligations. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock withheld to satisfy tax withholding obligations.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
INGRAM MICRO INC
Report date December 05, 2016 · Filed December 06, 2016
Section 16 reporting ended · disclosed 2016-12-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2016-12-05 transaction · row 1
1 source rowRow 1 · 2016-12-05 · Disposition to issuer · Disposed 85,404 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger dated February 17, 2016 (the "Merger Agreement") among Ingram Micro Inc. (the "Company"), Tianjin Tianhai Investment Company, Ltd., and GCL Acquisition, Inc., (x) each outstanding share of common stock of the Company was cancelled and converted into the right to receive $38.90 (the "Merger Consideration") in cash; (y) each vested stock option and RSU was cancelled and converted into the right to receive a cash payment per share equal to difference between the Merger Consideration and the exercise price, if any; and (z) each unvested stock option and RSU was cancelled, and the holders thereof will become eligible to receive an amount for each such cancelled award equal to the Merger Consideration (less the exercise price, in the case of holders of stock options) pursuant to a vesting schedule set forth in the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger dated February 17, 2016 (the "Merger Agreement") among Ingram Micro Inc. (the "Company"), Tianjin Tianhai Investment Company, Ltd., and GCL Acquisition, Inc., (x) each outstanding share of common stock of the Company was cancelled and converted into the right to receive $38.90 (the "Merger Consideration") in cash; (y) each vested stock option and RSU was cancelled and converted into the right to receive a cash payment per share equal to difference between the Merger Consideration and the exercise price, if any; and (z) each unvested stock option and RSU was cancelled, and the holders thereof will become eligible to receive an amount for each such cancelled award equal to the Merger Consideration (less the exercise price, in the case of holders of stock options) pursuant to a vesting schedule set forth in the Merger Agreement.
WELLS FARGO & COMPANY/MN
Report date December 31, 2010 · Filed January 03, 2011
Section 16 reporting ended · disclosed 2009-02-26. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 375,054 |
Reported balance
After 2010-12-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2010-12-31 · Exercise / conversion · Acquired 109,968 · Balance 375,054 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 271,873 |
Reported balance
After 2010-12-31 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2010-12-31 · Tax withholding · Disposed 103,181 · Balance 271,873 F1: Includes 43,498 shares from vested Restricted Share Rights whose receipt has been deferred; subject to withholding for state and federal income taxes upon final delivery. |
| Employee Stock Purchase OptionSEC Table II · derivative / convertible security · Conversion / exercise price $27.97 · Expires 2011-08-06 | Direct | 0 |
Reported balance
After 2010-12-31 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2010-12-31 · Exercise / conversion · Disposed 109,968 · Balance 0 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough 401(k) Plan | 3,816.47 |
Reported balance
Holding disclosure · report date 2010-12-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,816.47 F2: Reflects shares equivalent of units in the Wells Fargo ESOP Fund of 401(k) Plan as of November 30, 2010, as if investable cash equivalents held by the Plan were fully invested in Wells Fargo & Company Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 43,498 shares from vested Restricted Share Rights whose receipt has been deferred; subject to withholding for state and federal income taxes upon final delivery.
F2: Reflects shares equivalent of units in the Wells Fargo ESOP Fund of 401(k) Plan as of November 30, 2010, as if investable cash equivalents held by the 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 03, 2008 Filed Mar 4, 2008 19:00 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 110,261 | $28.87 | $3,183,235.07 |
DisclosureSEC source: 0001193833-08-000031 · edgar.xml · nonDerivative · entry 3 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,355 F1 · balance_after: Includes 43,498 shares from vested Restricted Share Rights whose receipt has been deferred; subject to withholding for state and federal income taxes upon final delivery. Read SEC document |
| March 03, 2008 Filed Mar 4, 2008 19:00 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 31,000 | $23.37 | $724,315.00 |
DisclosureSEC source: 0001193833-08-000031 · edgar.xml · nonDerivative · entry 2 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 369,616 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 03, 2008 Filed Mar 4, 2008 19:00 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 96,480 | $22.62 | $2,182,377.60 |
DisclosureSEC source: 0001193833-08-000031 · edgar.xml · nonDerivative · entry 1 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338,616 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 03, 2008 Filed Jun 25, 2008 21:43 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 27,156 | $0.00 Strike: $28.87 | $0.00 |
DisclosureSEC source: 0001193833-08-000086 · edgar.xml · derivative · entry 8 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,156 Underlying: Common Stock, $1 2/3 par value · 27,156 shares Expires 2011-08-06 Read SEC document |
| March 03, 2008 Filed Jun 25, 2008 21:43 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 82,903 | $0.00 Strike: $28.87 | $0.00 |
DisclosureSEC source: 0001193833-08-000086 · edgar.xml · derivative · entry 7 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,903 Underlying: Common Stock, $1 2/3 par value · 82,903 shares Expires 2013-02-25 Read SEC document |
| March 03, 2008 Filed Jun 25, 2008 21:43 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 31,000 | $0.00 Strike: $23.37 | $0.00 |
DisclosureSEC source: 0001193833-08-000086 · edgar.xml · derivative · entry 6 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,112 Underlying: Common Stock, $1 2/3 par value · 31,000 shares Expires 2011-08-06 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 03, 2008 Filed Jun 25, 2008 21:43 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 96,480 | $0.00 Strike: $22.62 | $0.00 |
DisclosureSEC source: 0001193833-08-000086 · edgar.xml · derivative · entry 5 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 96,480 shares Expires 2013-02-25 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 03, 2008 Filed Jun 25, 2008 21:43 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 110,261 | $28.87 | $3,183,235.07 |
DisclosureSEC source: 0001193833-08-000086 · edgar.xml · nonDerivative · entry 3 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,126 F1 · balance_after: Includes 43,498 shares from vested Restricted Share Rights whose receipt has been deferred; subject to withholding for state and federal income taxes upon final delivery. Read SEC document |
| March 03, 2008 Filed Jun 25, 2008 21:43 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 31,000 | $23.37 | $724,315.00 |
DisclosureSEC source: 0001193833-08-000086 · edgar.xml · nonDerivative · entry 2 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,387 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 03, 2008 Filed Jun 25, 2008 21:43 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 96,480 | $22.62 | $2,182,377.60 |
DisclosureSEC source: 0001193833-08-000086 · edgar.xml · nonDerivative · entry 1 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,387 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 27, 2008 Filed Apr 14, 2008 16:51 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 6,707.519 | $30.19 | $202,500.00 |
DisclosureSEC source: 0001193833-08-000054 · edgar.xml · derivative · entry 1 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,870.4732 Underlying: Common Stock, $1 2/3 par value · 6,707.519 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in lump sum upon retirement. F2 · derivative.expiration_date: Payable in lump sum upon retirement. Read SEC document |
| February 26, 2008 Filed Feb 27, 2008 00:54 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 230,566 | $0.00 Strike: $31.40 | $0.00 |
DisclosureSEC source: 0001193833-08-000020 · edgar.xml · derivative · entry 3 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,566 Underlying: Common Stock, $1 2/3 par value · 230,566 shares Expires 2018-02-26 Read SEC document |
| February 26, 2008 Filed Feb 27, 2008 00:54 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 230,567 | $0.00 Strike: $31.40 | $0.00 |
DisclosureSEC source: 0001193833-08-000020 · edgar.xml · derivative · entry 2 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,567 Underlying: Common Stock, $1 2/3 par value · 230,567 shares Expires 2018-02-26 Read SEC document |
| February 26, 2008 Filed Feb 27, 2008 00:54 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 230,567 | $0.00 Strike: $31.40 | $0.00 |
DisclosureSEC source: 0001193833-08-000020 · edgar.xml · derivative · entry 1 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,567 Underlying: Common Stock, $1 2/3 par value · 230,567 shares Expires 2018-02-26 Read SEC document |
| August 29, 2007 Filed Aug 30, 2007 21:29 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 89,519 | $0.00 Strike: $35.98 | $0.00 |
DisclosureSEC source: 0001193833-07-000152 · edgar.xml · derivative · entry 6 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,519 Underlying: Common Stock, $1 2/3 par value · 89,519 shares Expires 2013-02-25 Read SEC document |
| August 29, 2007 Filed Aug 30, 2007 21:29 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 27,778 | $0.00 Strike: $22.62 | $0.00 |
DisclosureSEC source: 0001193833-07-000152 · edgar.xml · derivative · entry 5 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,480 Underlying: Common Stock, $1 2/3 par value · 27,778 shares Expires 2013-02-25 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 |
| August 29, 2007 Filed Aug 30, 2007 21:29 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 90,222 | $0.00 Strike: $22.62 | $0.00 |
DisclosureSEC source: 0001193833-07-000152 · edgar.xml · derivative · entry 4 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 90,222 shares Expires 2013-02-25 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 |
| August 29, 2007 Filed Aug 30, 2007 21:29 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 94,229 | $35.98 | $3,390,359.42 |
DisclosureSEC source: 0001193833-07-000152 · edgar.xml · nonDerivative · entry 2 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,907 F1 · balance_after: Includes 43,498 shares from vested Restricted Share Rights whose receipt has been deferred; subject to withholding for state and federal income taxes upon final delivery. Read SEC document |
| August 29, 2007 Filed Aug 30, 2007 21:29 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 118,000 | $22.62 | $2,669,160.00 |
DisclosureSEC source: 0001193833-07-000152 · edgar.xml · nonDerivative · entry 1 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,136 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 27, 2007 Filed Mar 1, 2007 00:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 186,846 | $0.00 Strike: $34.39 | $0.00 |
DisclosureSEC source: 0001193833-07-000052 · edgar.xml · derivative · entry 9 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,846 Underlying: Common Stock, $1 2/3 par value · 186,846 shares Expires 2017-02-27 Read SEC document |
| February 27, 2007 Filed Mar 1, 2007 00:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 186,847 | $0.00 Strike: $34.39 | $0.00 |
DisclosureSEC source: 0001193833-07-000052 · edgar.xml · derivative · entry 8 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,847 Underlying: Common Stock, $1 2/3 par value · 186,847 shares Expires 2017-02-27 Read SEC document |
| February 27, 2007 Filed Mar 1, 2007 00:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 186,847 | $0.00 Strike: $34.39 | $0.00 |
DisclosureSEC source: 0001193833-07-000052 · edgar.xml · derivative · entry 7 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,847 Underlying: Common Stock, $1 2/3 par value · 186,847 shares Expires 2017-02-27 Read SEC document |
| February 27, 2007 Filed Mar 1, 2007 00:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 67,976 | $0.00 Strike: $35.67 | $0.00 |
DisclosureSEC source: 0001193833-07-000052 · edgar.xml · derivative · entry 6 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,976 Underlying: Common Stock, $1 2/3 par value · 67,976 shares Expires 2013-02-25 Read SEC document |
| February 27, 2007 Filed Mar 1, 2007 00:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 27,122 | $0.00 Strike: $22.62 | $0.00 |
DisclosureSEC source: 0001193833-07-000052 · edgar.xml · derivative · entry 5 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,052 Underlying: Common Stock, $1 2/3 par value · 27,122 shares Expires 2013-02-25 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 |
| February 27, 2007 Filed Mar 1, 2007 00:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 62,064 | $0.00 Strike: $22.62 | $0.00 |
DisclosureSEC source: 0001193833-07-000052 · edgar.xml · derivative · entry 4 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 62,064 shares Expires 2013-02-25 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 |
| February 27, 2007 Filed Mar 1, 2007 00:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 68,756 | $35.67 | $2,452,526.52 |
DisclosureSEC source: 0001193833-07-000052 · edgar.xml · nonDerivative · entry 2 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,415 F1 · balance_after: Includes 43,498 shares from vested Restricted Share Rights whose receipt has been deferred; subject to withholding for state and federal income taxes upon final delivery. Read SEC document |
| February 27, 2007 Filed Mar 1, 2007 00:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 89,186 | $22.62 | $2,017,387.32 |
DisclosureSEC source: 0001193833-07-000052 · edgar.xml · nonDerivative · entry 1 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,171 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 21, 2007 Filed Feb 22, 2007 20:31 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 5,683.5683 | $35.56 | $202,107.69 |
DisclosureSEC source: 0001193833-07-000027 · edgar.xml · derivative · entry 1 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,461.0945 Underlying: Common Stock, $1 2/3 par value · 5,683.5683 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 27, 2006 Filed Dec 28, 2006 22:18 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 9,270 | $0.00 Strike: $35.94 | $0.00 |
DisclosureSEC source: 0001193833-06-000171 · edgar.xml · derivative · entry 5 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,270 Underlying: Common Stock, $1 2/3 par value · 9,270 shares Expires 2011-08-06 Read SEC document |
| December 27, 2006 Filed Dec 28, 2006 22:18 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 12,000 | $0.00 Strike: $23.37 | $0.00 |
DisclosureSEC source: 0001193833-06-000171 · edgar.xml · derivative · entry 4 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,734 Underlying: Common Stock, $1 2/3 par value · 12,000 shares Expires 2011-08-06 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 27, 2006 Filed Dec 28, 2006 22:18 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 9,721 | $35.94 | $349,372.74 |
DisclosureSEC source: 0001193833-06-000171 · edgar.xml · nonDerivative · entry 2 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,132 F1 · balance_after: Includes 21,749 shares from vested Restricted Share Rights whose receipt has been deferred; subject to withholding for state and federal income taxes upon final delivery. Read SEC document |
| December 27, 2006 Filed Dec 28, 2006 22:18 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 12,000 | $23.37 | $280,380.00 |
DisclosureSEC source: 0001193833-06-000171 · edgar.xml · nonDerivative · entry 1 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,853 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 27, 2006 Filed Feb 3, 2007 00:24 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 9,270 | $0.00 Strike: $35.94 | $0.00 |
DisclosureSEC source: 0001193833-07-000024 · edgar.xml · derivative · entry 5 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,270 Underlying: Common Stock, $1 2/3 par value · 9,270 shares Expires 2011-08-06 Read SEC document |
| December 27, 2006 Filed Feb 3, 2007 00:24 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 12,000 | $0.00 Strike: $23.37 | $0.00 |
DisclosureSEC source: 0001193833-07-000024 · edgar.xml · derivative · entry 4 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,734 Underlying: Common Stock, $1 2/3 par value · 12,000 shares Expires 2011-08-06 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 27, 2006 Filed Feb 3, 2007 00:24 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 9,721 | $35.94 | $349,372.74 |
DisclosureSEC source: 0001193833-07-000024 · edgar.xml · nonDerivative · entry 2 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,985 F1 · balance_after: Amounts, and where applicable option exercise prices, reflect a 2-for-1 stock split in the form of a 100 percent stock dividend distributed on August 11, 2006. F2 · balance_after: Includes 43,498 shares from vested Restricted Share Rights whose receipt has been deferred; subject to withholding for state and federal income taxes upon final delivery. Read SEC document |
| December 27, 2006 Filed Feb 3, 2007 00:24 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 12,000 | $23.37 | $280,380.00 |
DisclosureSEC source: 0001193833-07-000024 · edgar.xml · nonDerivative · entry 1 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,706 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: Amounts, and where applicable option exercise prices, reflect a 2-for-1 stock split in the form of a 100 percent stock dividend distributed on August 11, 2006. Read SEC document |
| November 21, 2006 Filed Nov 22, 2006 21:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 3,079 | $0.00 Strike: $36.16 | $0.00 |
DisclosureSEC source: 0001193833-06-000167 · edgar.xml · derivative · entry 1 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,079 Underlying: Common Stock, $1 2/3 par value · 3,079 shares Expires 2011-08-06 Read SEC document |
| July 25, 2006 Filed Jul 27, 2006 18:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 10,663 | $0.00 Strike: $70.87 | $0.00 |
DisclosureSEC source: 0001193833-06-000127 · edgar.xml · derivative · entry 5 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,663 Underlying: Common Stock, $1 2/3 par value · 10,663 shares Expires 2013-02-25 Read SEC document |
| July 25, 2006 Filed Jul 27, 2006 18:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 13,942 | $0.00 Strike: $45.24 | $0.00 |
DisclosureSEC source: 0001193833-06-000127 · edgar.xml · derivative · entry 4 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,574 Underlying: Common Stock, $1 2/3 par value · 13,942 shares Expires 2013-02-25 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 |
| July 25, 2006 Filed Jul 27, 2006 18:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 11,205 | $70.87 | $794,098.35 |
DisclosureSEC source: 0001193833-06-000127 · edgar.xml · nonDerivative · entry 2 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,853 F1 · balance_after: Includes 21,749 shares from vested Restricted Share Rights whose receipt has been deferred; subject to withholding for state and federal income taxes upon final delivery. Read SEC document |
| July 25, 2006 Filed Jul 27, 2006 18:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 13,942 | $45.24 | $630,736.08 |
DisclosureSEC source: 0001193833-06-000127 · edgar.xml · nonDerivative · entry 1 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,058 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 |
| July 01, 2006 Filed Jul 5, 2006 21:46 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionRestricted Share Rights · Derivative | 17,628 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-06-000120 · edgar.xml · derivative · entry 4 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 17,628 shares Expires 2006-07-01 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. F3 · derivative.exercise_price: Conversion price is 1-for-1. Read SEC document |
| July 01, 2006 Filed Jul 5, 2006 21:46 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 8,065 | $67.08 | $541,000.20 |
DisclosureSEC source: 0001193833-06-000120 · edgar.xml · nonDerivative · entry 2 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,116 F1 · balance_after: Includes 21,749 shares from vested Restricted Share Rights whose receipt has been deferred; subject to withholding for state and federal income taxes upon final delivery. Read SEC document |
| July 01, 2006 Filed Jul 5, 2006 21:46 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 17,628 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-06-000120 · edgar.xml · nonDerivative · entry 1 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,181 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 27, 2006 Filed Jun 29, 2006 17:16 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 10,003 | $0.00 Strike: $65.85 | $0.00 |
DisclosureSEC source: 0001193833-06-000105 · edgar.xml · derivative · entry 3 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,003 Underlying: Common Stock, $1 2/3 par value · 10,003 shares Expires 2016-06-27 Read SEC document |
| June 27, 2006 Filed Jun 29, 2006 17:16 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 10,003 | $0.00 Strike: $65.85 | $0.00 |
DisclosureSEC source: 0001193833-06-000105 · edgar.xml · derivative · entry 2 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,003 Underlying: Common Stock, $1 2/3 par value · 10,003 shares Expires 2016-06-27 Read SEC document |
| June 27, 2006 Filed Jun 29, 2006 17:16 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 10,004 | $0.00 Strike: $65.85 | $0.00 |
DisclosureSEC source: 0001193833-06-000105 · edgar.xml · derivative · entry 1 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,004 Underlying: Common Stock, $1 2/3 par value · 10,004 shares Expires 2016-06-27 Read SEC document |
| May 01, 2006 Filed May 3, 2006 21:50 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 8,117 | $0.00 Strike: $68.69 | $0.00 |
DisclosureSEC source: 0001193833-06-000093 · edgar.xml · derivative · entry 5 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,117 Underlying: Common Stock, $1 2/3 par value · 8,117 shares Expires 2013-02-25 Read SEC document |
| May 01, 2006 Filed May 3, 2006 21:50 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 10,434 | $0.00 Strike: $45.24 | $0.00 |
DisclosureSEC source: 0001193833-06-000093 · edgar.xml · derivative · entry 4 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,516 Underlying: Common Stock, $1 2/3 par value · 10,434 shares Expires 2013-02-25 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 |
| May 01, 2006 Filed May 3, 2006 21:50 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 8,500 | $68.69 | $583,865.00 |
DisclosureSEC source: 0001193833-06-000093 · edgar.xml · nonDerivative · entry 2 ATKINS HOWARD I · CIK 0001201221 · Senior Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,553 F1 · balance_after: Reflects current balance of shares beneficially owned after giving effect to transfers pursuant to a domestic relations order effective prior to the date of this report. After such transfers the balance of shares subject to employee stock options granted to Mr. Atkins on August 6, 2001, is 150,168, the balance of shares subject to employee stock options granted to him on February 25, 2003, is 165,775, and the balance of restricted share rights beneficially owned by him which vest on July 1, 2006, is 17,628. F2 · balance_after: Includes 21,749 shares from vested Restricted Share Rights whose receipt has been deferred; subject to withholding for state and federal income taxes upon final delivery. 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.