Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIGROUP INCC · Entity 2837 | Director | April 01, 2014 | April 03, 2014 |
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | Director | June 25, 2009 | July 08, 2009 |
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.
CITIGROUP INC
Report date April 01, 2014 · Filed April 03, 2014
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,852 |
Reported balance
After 2014-04-01 transaction · row 1
1 source rowRow 1 · 2014-04-01 · Grant · Acquired 0.1555 · Balance 18,852 F1: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. |
| Common StockSEC Table I · non-derivative | IndirectJointly with Spouse | 1,700 |
Reported balance
Holding disclosure · report date 2014-04-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,700 |
Filing footnotes · ownership attribution and instrument terms
F1: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors.
WELLS FARGO & COMPANY/MN
Report date June 25, 2009 · Filed July 08, 2009
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $1 2/3 par valueSEC Table I · non-derivative | Direct | 421,141 |
Reported balance
After 2009-06-25 transaction · row 1
1 source rowRow 1 · 2009-06-25 · Gift · Disposed 432 · Balance 421,141 |
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 |
|---|---|---|---|---|---|---|
| April 01, 2014 Filed Apr 3, 2014 16:06 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 0.1555 | $48.54 | $7.55 |
DisclosureSEC source: 0001181431-14-015384 · rrd405931.xml · nonDerivative · entry 1 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,852 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| February 18, 2014 Filed Feb 20, 2014 17:07 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 755 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-14-008032 · rrd401804.xml · nonDerivative · entry 1 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,851.9 F1 · shares: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| February 19, 2013 Filed Feb 21, 2013 17:34 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 3,414.3 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-13-011433 · rrd368132.xml · nonDerivative · entry 1 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,096.9 F1 · shares: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| January 17, 2012 Filed Jan 19, 2012 16:30 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 4,912.2 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-12-003150 · rrd330773.xml · nonDerivative · entry 1 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,682.6 F1 · shares: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. F2 · balance_after: Reflects shares distributed to the Reporting Person in accordance with an election made under the Issuer's Compensation Plan for Non-Employee Directors. F3 · balance_after: All share totals have been adjusted to reflect the ten-for-one reverse split of the issuer's common stock that was effective, at the close of business, on May 6, 2011. Read SEC document |
| January 18, 2011 Filed Jan 20, 2011 16:41 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 29,880.4 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-004474 · rrd298030.xml · nonDerivative · entry 1 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,704.7 F1 · shares: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| January 19, 2010 Filed Jan 21, 2010 18:41 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 42,662.1 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-10-004088 · rrd262453.xml · nonDerivative · entry 1 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,824.3 F1 · shares: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| January 01, 2010 Filed Jan 5, 2010 16:15 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 4,731 | $3.96 | $18,748.95 |
DisclosureSEC source: 0001181431-10-001071 · rrd261212.xml · nonDerivative · entry 1 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,162.2 F1 · shares: Shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| October 01, 2009 Filed Oct 5, 2009 16:09 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 4,070 | $4.61 | $18,746.42 |
DisclosureSEC source: 0001181431-09-046724 · rrd253254.xml · nonDerivative · entry 2 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,431.2 F1 · shares: Shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| October 01, 2009 Filed Oct 5, 2009 16:09 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 16,361.2 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-09-046724 · rrd253254.xml · nonDerivative · entry 1 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,361.2 F1 · shares: Shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| August 28, 2009 Filed Aug 31, 2009 16:21 UTC | CITIGROUP INC C · Entity 2837 | PurchaseCommon Stock | 5,000 | $5.25 | $26,250.00 |
DisclosureSEC source: 0001181431-09-041813 · rrd251912.xml · nonDerivative · entry 2 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 17,000 Read SEC document |
| August 28, 2009 Filed Aug 31, 2009 16:21 UTC | CITIGROUP INC C · Entity 2837 | PurchaseCommon Stock | 12,000 | $5.17 | $62,040.00 |
DisclosureSEC source: 0001181431-09-041813 · rrd251912.xml · nonDerivative · entry 1 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 12,000 Read SEC document |
| June 25, 2009 Filed Jul 8, 2009 23:19 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 432 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-09-000119 · edgar.xml · nonDerivative · entry 1 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 421,141 Read SEC document |
| April 28, 2009 Filed Apr 30, 2009 23:10 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Purchase Option · Derivative | 12,330 | $0.00 Strike: $19.48 | $0.00 |
DisclosureSEC source: 0001193833-09-000084 · edgar.xml · derivative · entry 3 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,330 Underlying: Common Stock, $1 2/3 par value · 12,330 shares Expires 2019-04-28 Read SEC document |
| April 28, 2009 Filed Apr 30, 2009 23:10 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 par value | 3,594 | $19.48 | $70,011.12 |
DisclosureSEC source: 0001193833-09-000084 · edgar.xml · nonDerivative · entry 2 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 421,573 Read SEC document |
| November 04, 2008 Filed Jan 15, 2009 20:39 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 3,255 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-09-000021 · edgar.xml · nonDerivative · entry 1 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 417,979 Read SEC document |
| April 29, 2008 Filed Apr 30, 2008 21:44 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Purchase Option · Derivative | 10,490 | $0.00 Strike: $29.88 | $0.00 |
DisclosureSEC source: 0001193833-08-000075 · edgar.xml · derivative · entry 2 JOSS ROBERT L · CIK 0001201271 · 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 21:44 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Unit · Derivative | 2,343 | $29.88 | $70,008.84 |
DisclosureSEC source: 0001193833-08-000075 · edgar.xml · derivative · entry 1 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,343 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 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 |
| June 08, 2007 Filed Jun 12, 2007 18:53 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 1,430 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-07-000115 · edgar.xml · nonDerivative · entry 2 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 421,234 Read SEC document |
| June 08, 2007 Filed Jun 12, 2007 18:53 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 3,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-07-000115 · edgar.xml · nonDerivative · entry 1 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 422,664 Read SEC document |
| April 24, 2007 Filed Apr 25, 2007 23:16 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Purchase Option · Derivative | 7,394 | $0.00 Strike: $35.78 | $0.00 |
DisclosureSEC source: 0001193833-07-000095 · edgar.xml · derivative · entry 2 JOSS ROBERT L · CIK 0001201271 · 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 23:16 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,957 | $35.78 | $70,021.46 |
DisclosureSEC source: 0001193833-07-000095 · edgar.xml · derivative · entry 1 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,957 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 a lump sum July 1 following cessation of board membership. F2 · derivative.expiration_date: Payable in a lump sum July 1 following cessation of board membership. Read SEC document |
| August 29, 2006 Filed Sep 20, 2006 20:47 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 719 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-06-000138 · edgar.xml · nonDerivative · entry 2 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 425,939 F1 · balance_after: Amounts reflect a two-for-one stock split in the form of a 100 percent stock dividend distributed on August 11, 2006. Read SEC document |
| August 15, 2006 Filed Sep 20, 2006 20:47 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 3,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-06-000138 · edgar.xml · nonDerivative · entry 1 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 426,658 Read SEC document |
| April 25, 2006 Filed Apr 27, 2006 20:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Option · Derivative | 3,329 | $0.00 Strike: $65.10 | $0.00 |
DisclosureSEC source: 0001193833-06-000086 · edgar.xml · derivative · entry 2 JOSS ROBERT L · CIK 0001201271 · 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 20:08 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 par value | 999 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-06-000086 · edgar.xml · nonDerivative · entry 1 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,989 Read SEC document |
| October 14, 2005 Filed Nov 23, 2005 19:20 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 171 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-05-000153 · edgar.xml · nonDerivative · entry 1 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,990 Read SEC document |
| September 14, 2005 Filed Sep 16, 2005 19:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Option · Derivative | 3,493 | $0.00 Strike: $59.60 | $0.00 |
DisclosureSEC source: 0001193833-05-000130 · edgar.xml · derivative · entry 16 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,493 Underlying: Common Stock, $1 2/3 par value · 3,493 shares Expires 2013-04-22 Read SEC document |
| September 14, 2005 Filed Sep 16, 2005 19:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Option · Derivative | 2,695 | $0.00 Strike: $59.60 | $0.00 |
DisclosureSEC source: 0001193833-05-000130 · edgar.xml · derivative · entry 15 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,695 Underlying: Common Stock, $1 2/3 par value · 2,695 shares Expires 2012-04-23 Read SEC document |
| September 14, 2005 Filed Sep 16, 2005 19:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Option · Derivative | 2,639 | $0.00 Strike: $59.60 | $0.00 |
DisclosureSEC source: 0001193833-05-000130 · edgar.xml · derivative · entry 14 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,639 Underlying: Common Stock, $1 2/3 par value · 2,639 shares Expires 2011-04-24 Read SEC document |
| September 14, 2005 Filed Sep 16, 2005 19:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Option · Derivative | 1,258 | $0.00 Strike: $59.60 | $0.00 |
DisclosureSEC source: 0001193833-05-000130 · edgar.xml · derivative · entry 13 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,258 Underlying: Common Stock, $1 2/3 par value · 1,258 shares Expires 2010-04-25 Read SEC document |
| September 14, 2005 Filed Sep 16, 2005 19:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Option · Derivative | 726 | $0.00 Strike: $59.60 | $0.00 |
DisclosureSEC source: 0001193833-05-000130 · edgar.xml · derivative · entry 12 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 726 Underlying: Common Stock, $1 2/3 par value · 726 shares Expires 2009-10-01 Read SEC document |
| September 14, 2005 Filed Sep 16, 2005 19:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Option · Derivative | 4,435 | $0.00 Strike: $46.95 | $0.00 |
DisclosureSEC source: 0001193833-05-000130 · edgar.xml · derivative · entry 11 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 4,435 shares Expires 2013-04-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 14, 2005 Filed Sep 16, 2005 19:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Option · Derivative | 3,199 | $0.00 Strike: $50.22 | $0.00 |
DisclosureSEC source: 0001193833-05-000130 · edgar.xml · derivative · entry 10 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 3,199 shares Expires 2012-04-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 14, 2005 Filed Sep 16, 2005 19:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Option · Derivative | 3,309 | $0.00 Strike: $47.55 | $0.00 |
DisclosureSEC source: 0001193833-05-000130 · edgar.xml · derivative · entry 9 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 3,309 shares Expires 2011-04-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 14, 2005 Filed Sep 16, 2005 19:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Option · Derivative | 1,755 | $0.00 Strike: $42.75 | $0.00 |
DisclosureSEC source: 0001193833-05-000130 · edgar.xml · derivative · entry 8 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 1,755 shares Expires 2010-04-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 14, 2005 Filed Sep 16, 2005 19:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionDirector Stock Option · Derivative | 1,093 | $0.00 Strike: $39.63 | $0.00 |
DisclosureSEC source: 0001193833-05-000130 · edgar.xml · derivative · entry 7 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 1,093 shares Expires 2009-10-01 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. Read SEC document |
| September 14, 2005 Filed Sep 16, 2005 19:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 10,811 | $59.60 | $644,335.60 |
DisclosureSEC source: 0001193833-05-000130 · edgar.xml · nonDerivative · entry 6 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,161 Read SEC document |
| September 14, 2005 Filed Sep 16, 2005 19:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 4,435 | $46.95 | $208,223.25 |
DisclosureSEC source: 0001193833-05-000130 · edgar.xml · nonDerivative · entry 5 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,972 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 |
| September 14, 2005 Filed Sep 16, 2005 19:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 3,199 | $50.22 | $160,653.78 |
DisclosureSEC source: 0001193833-05-000130 · edgar.xml · nonDerivative · entry 4 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,537 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 |
| September 14, 2005 Filed Sep 16, 2005 19:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 3,309 | $47.55 | $157,342.95 |
DisclosureSEC source: 0001193833-05-000130 · edgar.xml · nonDerivative · entry 3 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,338 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 |
| September 14, 2005 Filed Sep 16, 2005 19:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 1,755 | $42.75 | $75,026.25 |
DisclosureSEC source: 0001193833-05-000130 · edgar.xml · nonDerivative · entry 2 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,029 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 |
| September 14, 2005 Filed Sep 16, 2005 19:22 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 1,093 | $39.63 | $43,310.13 |
DisclosureSEC source: 0001193833-05-000130 · edgar.xml · nonDerivative · entry 1 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,274 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 27, 2005 Filed Aug 18, 2005 22:33 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 2,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-05-000124 · edgar.xml · nonDerivative · entry 1 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,181 Read SEC document |
| April 26, 2005 Filed Apr 28, 2005 17:56 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Option · Derivative | 3,870 | $0.00 Strike: $59.15 | $0.00 |
DisclosureSEC source: 0001193833-05-000069 · edgar.xml · derivative · entry 2 JOSS ROBERT L · CIK 0001201271 · 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 |
| April 26, 2005 Filed Apr 28, 2005 17:56 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,099 | $59.15 | $65,005.85 |
DisclosureSEC source: 0001193833-05-000069 · edgar.xml · derivative · entry 1 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,099 Underlying: Common Stock, $1 2/3 par value · 1,099 shares Expires 2011-03-01 F1 · derivative.exercise_price: Conversion price is 1-for-1 Read SEC document |
| December 21, 2004 Filed Dec 22, 2004 22:29 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 161 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-04-000159 · edgar.xml · nonDerivative · entry 1 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,435 Read SEC document |
| December 06, 2004 Filed Dec 21, 2004 23:30 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 1,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-04-000157 · edgar.xml · nonDerivative · entry 1 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,596 Read SEC document |
| November 02, 2004 Filed Nov 10, 2004 23:38 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 501 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-04-000144 · edgar.xml · nonDerivative · entry 1 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,356 Read SEC document |
| August 23, 2004 Filed Sep 9, 2004 22:02 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 517 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-04-000122 · edgar.xml · nonDerivative · entry 1 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,857 Read SEC document |
| April 27, 2004 Filed Apr 29, 2004 20:07 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Option · Derivative | 3,920 | $0.00 Strike: $56.39 | $0.00 |
DisclosureSEC source: 0001193833-04-000073 · edgar.xml · derivative · entry 2 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,920 Underlying: Common Stock, $1 2/3 par value · 3,920 shares Expires 2014-04-27 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.