Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WELLS FARGO & COMPANY/MN
Report date November 30, 2009 · Filed December 02, 2009
Section 16 reporting ended · disclosed 2009-05-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,915.1279 |
Reported balance
After 2009-11-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2009-11-30 · Other · Disposed 638.935 · Balance 4,915.1279 F2: Conversion price is 1-for-1. Includes shares held through supplemental 401(k) plan and deferred compensation plan. F3: Deferred compensation shares payable in installments depending upon executive's election. Supplemental 401(k) plan shares payable upon retirement. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 21,791.492 |
Reported balance
Holding disclosure · report date 2009-11-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 21,791.492 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 2,895.362 |
Reported balance
Holding disclosure · report date 2009-11-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,895.362 F1: Shares held in joint tenancy with spouse. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares held in joint tenancy with spouse.
F2: Conversion price is 1-for-1. Includes shares held through supplemental 401(k) plan and deferred compensation plan.
F3: Deferred compensation shares payable in installments depending upon executive's election. Supplemental 401(k) plan shares payable upon retirement.
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 25, 2008 Filed Jan 29, 2008 17:48 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 3.2616 | $30.66 | $100.00 |
DisclosureSEC source: 0001193833-08-000016 · edgar.xml · derivative · entry 1 White Julie M · CIK 0001404090 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6.8077 Underlying: Common Stock, $1 2/3 par value · 3.2616 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in five annual installments beginning March 1, 2030. F2 · derivative.expiration_date: Payable in five annual installments beginning March 1, 2030. Read SEC document |
| January 11, 2008 Filed Jan 11, 2008 22:45 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 3.5461 | $28.20 | $100.00 |
DisclosureSEC source: 0001193833-08-000010 · edgar.xml · derivative · entry 1 White Julie M · CIK 0001404090 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3.5461 Underlying: Common Stock, $1 2/3 par value · 3.5461 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in five annual installments beginning March 1, 2030. F2 · derivative.expiration_date: Payable in five annual installments beginning March 1, 2030. Read SEC document |
| December 28, 2007 Filed Dec 28, 2007 22:18 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 3.3234 | $30.09 | $100.00 |
DisclosureSEC source: 0001193833-07-000192 · edgar.xml · derivative · entry 1 White Julie M · CIK 0001404090 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 505.7189 Underlying: Common Stock, $1 2/3 par value · 3.3234 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in ten annual installments beginning March 1, 2036. F2 · derivative.expiration_date: Payable in ten annual installments beginning March 1, 2036. Read SEC document |
| December 14, 2007 Filed Dec 17, 2007 16:49 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 3.3256 | $30.07 | $100.00 |
DisclosureSEC source: 0001193833-07-000189 · edgar.xml · derivative · entry 1 White Julie M · CIK 0001404090 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 502.3955 Underlying: Common Stock, $1 2/3 par value · 3.3256 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in ten annual installments beginning March 1, 2036. F2 · derivative.expiration_date: Payable in ten annual installments beginning March 1, 2036. Read SEC document |
| November 30, 2007 Filed Dec 3, 2007 17:16 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 3.0836 | $32.43 | $100.00 |
DisclosureSEC source: 0001193833-07-000183 · edgar.xml · derivative · entry 1 White Julie M · CIK 0001404090 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 490.5634 Underlying: Common Stock, $1 2/3 par value · 3.0836 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in ten annual installments beginning March 1, 2036. F2 · derivative.expiration_date: Payable in ten annual installments beginning March 1, 2036. Read SEC document |
| November 30, 2007 Filed Dec 3, 2007 23:07 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 3.0836 | $32.43 | $100.00 |
DisclosureSEC source: 0001193833-07-000184 · edgar.xml · derivative · entry 1 White Julie M · CIK 0001404090 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 494.4041 Underlying: Common Stock, $1 2/3 par value · 3.0836 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in ten annual installments beginning March 1, 2036. F2 · derivative.expiration_date: Payable in ten annual installments beginning March 1, 2036. Read SEC document |
| November 16, 2007 Filed Nov 19, 2007 19:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 3.2113 | $31.14 | $100.00 |
DisclosureSEC source: 0001193833-07-000179 · edgar.xml · derivative · entry 1 White Julie M · CIK 0001404090 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 487.4798 Underlying: Common Stock, $1 2/3 par value · 3.2113 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in ten annual installments beginning March 1, 2036. F2 · derivative.expiration_date: Payable in ten annual installments beginning March 1, 2036. Read SEC document |
| November 02, 2007 Filed Nov 5, 2007 17:53 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 3.095 | $32.31 | $100.00 |
DisclosureSEC source: 0001193833-07-000177 · edgar.xml · derivative · entry 1 White Julie M · CIK 0001404090 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 484.2685 Underlying: Common Stock, $1 2/3 par value · 3.095 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in ten annual installments beginning March 1, 2036. F2 · derivative.expiration_date: Payable in ten annual installments beginning March 1, 2036. Read SEC document |
| October 19, 2007 Filed Oct 19, 2007 23:29 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 3.0432 | $32.86 | $100.00 |
DisclosureSEC source: 0001193833-07-000174 · edgar.xml · derivative · entry 1 White Julie M · CIK 0001404090 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 481.1735 Underlying: Common Stock, $1 2/3 par value · 3.0432 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in ten annual installments beginning March 1, 2036. F2 · derivative.expiration_date: Payable in ten annual installments beginning March 1, 2036. Read SEC document |
| October 05, 2007 Filed Oct 5, 2007 21:32 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 2.6688 | $37.47 | $100.00 |
DisclosureSEC source: 0001193833-07-000172 · edgar.xml · derivative · entry 1 White Julie M · CIK 0001404090 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 478.1303 Underlying: Common Stock, $1 2/3 par value · 2.6688 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in ten annual installments beginning March 1, 2036. F2 · derivative.expiration_date: Payable in ten annual installments beginning March 1, 2036. Read SEC document |
| September 21, 2007 Filed Sep 21, 2007 22:34 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 2.7594 | $36.24 | $100.00 |
DisclosureSEC source: 0001193833-07-000158 · edgar.xml · derivative · entry 1 White Julie M · CIK 0001404090 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 475.4615 Underlying: Common Stock, $1 2/3 par value · 2.7594 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in ten annual installments beginning March 1, 2036. F2 · derivative.expiration_date: Payable in ten annual installments beginning March 1, 2036. Read SEC document |
| September 07, 2007 Filed Sep 7, 2007 21:53 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 2.8409 | $35.20 | $100.00 |
DisclosureSEC source: 0001193833-07-000155 · edgar.xml · derivative · entry 1 White Julie M · CIK 0001404090 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 472.7021 Underlying: Common Stock, $1 2/3 par value · 2.8409 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in ten annual installments beginning March 1, 2036. F2 · derivative.expiration_date: Payable in ten annual installments beginning March 1, 2036. Read SEC document |
| August 28, 2007 Filed Aug 28, 2007 18:35 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | SaleCommon Stock, $1 2/3 par value | 500 | $35.56 | $17,780.00 |
DisclosureSEC source: 0001193833-07-000151 · edgar.xml · nonDerivative · entry 1 White Julie M · CIK 0001404090 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,891 F1 · balance_after: Includes 541.424 shares held in Dividend Reinvestment Plan. Read SEC document |
| August 28, 2007 Filed Dec 6, 2007 21:38 UTC Amendment | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | SaleCommon Stock, $1 2/3 par value | 500 | $35.56 | $17,780.00 |
DisclosureSEC source: 0001193833-07-000185 · edgar.xml · nonDerivative · entry 1 White Julie M · CIK 0001404090 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,445 F1 · balance_after: Includes 541.424 shares held in Dividend Reinvestment Plan. Read SEC document |
| August 24, 2007 Filed Aug 24, 2007 21:21 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 2.7345 | $36.57 | $100.00 |
DisclosureSEC source: 0001193833-07-000150 · edgar.xml · derivative · entry 1 White Julie M · CIK 0001404090 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 469.7644 Underlying: Common Stock, $1 2/3 par value · 2.7345 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in ten annual installments beginning March 1, 2036. F2 · derivative.expiration_date: Payable in ten annual installments beginning March 1, 2036. Read SEC document |
| August 10, 2007 Filed Aug 10, 2007 22:24 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 2.907 | $34.40 | $100.00 |
DisclosureSEC source: 0001193833-07-000145 · edgar.xml · derivative · entry 1 White Julie M · CIK 0001404090 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 467.0299 Underlying: Common Stock, $1 2/3 par value · 2.907 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in ten annual installments beginning March 1, 2036. F2 · derivative.expiration_date: Payable in ten annual installments beginning March 1, 2036. Read SEC document |
| July 27, 2007 Filed Jul 27, 2007 21:18 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 2.9797 | $33.56 | $100.00 |
DisclosureSEC source: 0001193833-07-000143 · edgar.xml · derivative · entry 1 White Julie M · CIK 0001404090 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 464.1229 Underlying: Common Stock, $1 2/3 par value · 2.9797 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in ten annual installments beginning March 1, 2036. F2 · derivative.expiration_date: Payable in ten annual installments beginning March 1, 2036. Read SEC document |
| July 17, 2007 Filed Jul 18, 2007 00:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 9,390 | $0.00 Strike: $31.28 | $0.00 |
DisclosureSEC source: 0001193833-07-000141 · edgar.xml · derivative · entry 5 White Julie M · CIK 0001404090 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 9,390 shares Expires 2007-07-22 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 |
| July 17, 2007 Filed Jul 18, 2007 00:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 8,658 | $35.59 | $308,138.22 |
DisclosureSEC source: 0001193833-07-000141 · edgar.xml · nonDerivative · entry 2 White Julie M · CIK 0001404090 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,945.424 Read SEC document |
| July 17, 2007 Filed Jul 18, 2007 00:15 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 9,390 | $31.28 | $293,672.25 |
DisclosureSEC source: 0001193833-07-000141 · edgar.xml · nonDerivative · entry 1 White Julie M · CIK 0001404090 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,603.424 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: Includes 541.424 shares held in Dividend Reinvestment Plan. Read SEC document |
| July 13, 2007 Filed Jul 13, 2007 21:36 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 2.8137 | $35.54 | $100.00 |
DisclosureSEC source: 0001193833-07-000140 · edgar.xml · derivative · entry 1 White Julie M · CIK 0001404090 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 461.1432 Underlying: Common Stock, $1 2/3 par value · 2.8137 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in ten annual installments beginning March 1, 2036. F2 · derivative.expiration_date: Payable in ten annual installments beginning March 1, 2036. Read SEC document |
| June 29, 2007 Filed Jun 29, 2007 22:12 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 2.8433 | $35.17 | $100.00 |
DisclosureSEC source: 0001193833-07-000126 · edgar.xml · derivative · entry 1 White Julie M · CIK 0001404090 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 458.3294 Underlying: Common Stock, $1 2/3 par value · 2.8433 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1. F2 · derivative.exercise_date: Payable in ten annual installments beginning March 1, 2036. F2 · derivative.expiration_date: Payable in ten annual installments beginning March 1, 2036. Read SEC document |
| June 26, 2007 Filed Jun 28, 2007 18:26 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 9,340 | $0.00 Strike: $35.06 | $0.00 |
DisclosureSEC source: 0001193833-07-000124 · edgar.xml · derivative · entry 3 White Julie M · CIK 0001404090 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,340 Underlying: Common Stock, $1 2/3 par value · 9,340 shares Expires 2017-06-26 Read SEC document |
| June 26, 2007 Filed Jun 28, 2007 18:26 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 9,340 | $0.00 Strike: $35.06 | $0.00 |
DisclosureSEC source: 0001193833-07-000124 · edgar.xml · derivative · entry 2 White Julie M · CIK 0001404090 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,340 Underlying: Common Stock, $1 2/3 par value · 9,340 shares Expires 2017-06-26 Read SEC document |
| June 26, 2007 Filed Jun 28, 2007 18:26 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 9,340 | $0.00 Strike: $35.06 | $0.00 |
DisclosureSEC source: 0001193833-07-000124 · edgar.xml · derivative · entry 1 White Julie M · CIK 0001404090 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,340 Underlying: Common Stock, $1 2/3 par value · 9,340 shares Expires 2017-06-26 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.