Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | Executive Vice President | March 03, 2006 | March 07, 2006 |
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.
WELLS FARGO & COMPANY/MN
Report date March 03, 2006 · Filed March 07, 2006
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $1 2/3 par valueSEC Table I · non-derivative | IndirectThrough Family Trust | 76,736 |
Reported balance
After 2006-03-03 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2006-03-03 · Exercise / conversion · Acquired 36,733 · Balance 76,736 |
| Common Stock, $1 2/3 par valueSEC Table I · non-derivative | IndirectThrough Family Trust | 92,469 |
Reported balance
After 2006-03-03 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2006-03-03 · Exercise / conversion · Acquired 15,733 · Balance 92,469 |
| Common Stock, $1 2/3 par valueSEC Table I · non-derivative | IndirectThrough Family Trust | 93,289 |
Reported balance
After 2006-03-03 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2006-03-03 · Exercise / conversion · Acquired 820 · Balance 93,289 |
| Common Stock, $1 2/3 par valueSEC Table I · non-derivative | IndirectThrough Family Trust | 49,686 |
Reported balance
After 2006-03-03 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2006-03-03 · Tax withholding · Disposed 43,603 · Balance 49,686 |
| Employee Stock Purchase OptionSEC Table II · derivative / convertible security · Conversion / exercise price $45.24 · Expires 2013-02-25 | Direct | 0 |
Reported balance
After 2006-03-03 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2006-03-03 · Exercise / conversion · Disposed 18,367 · Balance 0 |
| Employee Stock Purchase OptionSEC Table II · derivative / convertible security · Conversion / exercise price $45.24 · Expires 2013-02-25 | Direct | 0 |
Reported balance
After 2006-03-03 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2006-03-03 · Exercise / conversion · Disposed 18,366 · Balance 0 |
| Employee Stock Purchase OptionSEC Table II · derivative / convertible security · Conversion / exercise price $46.60 · Expires 2012-02-26 | Direct | 0 |
Reported balance
After 2006-03-03 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2006-03-03 · Exercise / conversion · Disposed 15,733 · Balance 0 |
| Employee Stock Purchase OptionSEC Table II · derivative / convertible security · Conversion / exercise price $49.58 · Expires 2011-02-27 | Direct | 0 |
Reported balance
After 2006-03-03 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2006-03-03 · Exercise / conversion · Disposed 820 · Balance 0 |
| Employee Stock Purchase OptionSEC Table II · derivative / convertible security · Conversion / exercise price $63.84 · Expires 2013-02-25 | Direct | 29,775 |
Reported balance
After 2006-03-03 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2006-03-03 · Grant · Acquired 29,775 · Balance 29,775 |
| Employee Stock Purchase OptionSEC Table II · derivative / convertible security · Conversion / exercise price $63.84 · Expires 2012-02-26 | Direct | 12,971 |
Reported balance
After 2006-03-03 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2006-03-03 · Grant · Acquired 12,971 · Balance 12,971 |
| Employee Stock Purchase OptionSEC Table II · derivative / convertible security · Conversion / exercise price $63.84 · Expires 2011-02-27 | Direct | 700 |
Reported balance
After 2006-03-03 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2006-03-03 · Grant · Acquired 700 · Balance 700 |
| Common Stock, $1 2/3 par valueSEC Table I · non-derivative | IndirectThrough 401(k) Plan | 11,443.74 |
Reported balance
Holding disclosure · report date 2006-03-03 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 11,443.74 F1: Reflects share equivalent of units in Wells Fargo Stock Fund and ESOP Fund of 401(k) Plan as of February 28, 2006, as if investable cash equivalents held by Plan were fully invested in Wells Fargo & Company Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects share equivalent of units in Wells Fargo Stock Fund and ESOP Fund of 401(k) Plan as of February 28, 2006, as if investable cash equivalents held by Plan were fully invested in Wells Fargo & Company Common Stock.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PACIFIC MERCANTILE BANCORP
Report date October 18, 2021 · Filed October 19, 2021
Section 16 reporting ended · disclosed 2021-10-19. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-10-18 transaction · row 1
1 source rowRow 1 · 2021-10-18 · Sale · Disposed 14,757 · Balance 0 F1: Pursuant to the Merger Agreement by and between Pacific Mercantile Bancorp and Banc of California, Inc. dated March 22, 2021 (the "Agreement"), all vested shares of Pacific Mercantile Bancorp will be converted to Banc of California, Inc. shares at a 2:1 ratio. The vesting of all options, RSAs and RSUs (the "Incentives") were accelerated and cashed out upon the close of the merger that occurred on October 18, 2021. The price per share used to cash out these Incentives was $9.31, and was determined pursuant to the Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Merger Agreement by and between Pacific Mercantile Bancorp and Banc of California, Inc. dated March 22, 2021 (the "Agreement"), all vested shares of Pacific Mercantile Bancorp will be converted to Banc of California, Inc. shares at a 2:1 ratio. The vesting of all options, RSAs and RSUs (the "Incentives") were accelerated and cashed out upon the close of the merger that occurred on October 18, 2021. The price per share used to cash out these Incentives was $9.31, and was determined pursuant to the Agreement.
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 |
|---|---|---|---|---|---|---|
| May 27, 2004 Filed May 28, 2004 22:43 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 6,840 | $0.00 Strike: $37.56 | $0.00 |
DisclosureSEC source: 0001193833-04-000091 · edgar.xml · derivative · entry 5 MUNIO DAVID J · CIK 0001201241 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 6,840 shares Expires 2009-02-23 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 |
| May 27, 2004 Filed May 28, 2004 22:43 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 23,496 | $59.12 | $1,389,083.52 |
DisclosureSEC source: 0001193833-04-000091 · edgar.xml · nonDerivative · entry 3 MUNIO DAVID J · CIK 0001201241 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,308 Read SEC document |
| May 27, 2004 Filed May 28, 2004 22:43 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 24,240 | $33.50 | $812,040.00 |
DisclosureSEC source: 0001193833-04-000091 · edgar.xml · nonDerivative · entry 2 MUNIO DAVID J · CIK 0001201241 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,804 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 27, 2004 Filed May 28, 2004 22:43 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 7,845 | $37.56 | $294,677.81 |
DisclosureSEC source: 0001193833-04-000091 · edgar.xml · nonDerivative · entry 1 MUNIO DAVID J · CIK 0001201241 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,564 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 19:05 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantEmployee Stock Purchase Option · Derivative | 48,150 | $0.00 Strike: $56.86 | $0.00 |
DisclosureSEC source: 0001193833-04-000043 · edgar.xml · derivative · entry 1 MUNIO DAVID J · CIK 0001201241 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,150 Underlying: Common Stock, $1 2/3 par value · 48,150 shares Expires 2014-02-24 Read SEC document |
| February 03, 2004 Filed Feb 4, 2004 22:25 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 560.3668 | $58.89 | $33,000.00 |
DisclosureSEC source: 0001193833-04-000026 · edgar.xml · derivative · entry 1 MUNIO DAVID J · CIK 0001201241 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,822.5268 Underlying: Common Stock, $1 2/3 par value · 560.3668 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 |
| October 22, 2003 Filed Oct 23, 2003 19:54 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 12,000 | $0.00 Strike: $12.06 | $0.00 |
DisclosureSEC source: 0001193833-03-000077 · edgar.xml · derivative · entry 6 MUNIO DAVID J · CIK 0001201241 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 12,000 shares Expires 2005-02-14 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 19:54 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionEmployee Stock Purchase Option · Derivative | 8,000 | $0.00 Strike: $10.03 | $0.00 |
DisclosureSEC source: 0001193833-03-000077 · edgar.xml · derivative · entry 5 MUNIO DAVID J · CIK 0001201241 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $1 2/3 par value · 8,000 shares Expires 2004-02-22 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 |
| October 22, 2003 Filed Oct 23, 2003 19:54 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Tax withholdingCommon Stock, $1 2/3 par value | 9,752 | $55.50 | $541,236.00 |
DisclosureSEC source: 0001193833-03-000077 · edgar.xml · nonDerivative · entry 3 MUNIO DAVID J · CIK 0001201241 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,719 Read SEC document |
| October 22, 2003 Filed Oct 23, 2003 19:54 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 12,000 | $12.06 | $144,720.00 |
DisclosureSEC source: 0001193833-03-000077 · edgar.xml · nonDerivative · entry 2 MUNIO DAVID J · CIK 0001201241 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,471 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 19:54 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | Exercise / conversionCommon Stock, $1 2/3 par value | 8,000 | $10.03 | $80,240.00 |
DisclosureSEC source: 0001193833-03-000077 · edgar.xml · nonDerivative · entry 1 MUNIO DAVID J · CIK 0001201241 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,471 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.