Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | Director | April 26, 2005 | April 28, 2005 |
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 April 26, 2005 · Filed April 28, 2005
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,021.5624 |
Reported balance
After 2005-04-26 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2005-04-26 · Grant · Acquired 1,099 · Balance 9,021.5624 F1: Conversion price is 1-for-1 F2: Payable in a lump sum on July 1 following cessation of board membership |
| Director Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $59.15 · Expires 2015-04-26 | Direct | 3,870 |
Reported balance
After 2005-04-26 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2005-04-26 · Grant · Acquired 3,870 · Balance 3,870 |
Filing footnotes · ownership attribution and instrument terms
F1: Conversion price is 1-for-1
F2: Payable in a lump sum on July 1 following cessation of board membership
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 26, 2005 Filed Apr 28, 2005 17:17 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Option · Derivative | 3,870 | $0.00 Strike: $59.15 | $0.00 |
DisclosureSEC source: 0001193833-05-000066 · edgar.xml · derivative · entry 2 BLANCHARD JOHN A III · CIK 0001201268 · 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 17:17 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 1,099 | $59.15 | $65,005.85 |
DisclosureSEC source: 0001193833-05-000066 · edgar.xml · derivative · entry 1 BLANCHARD JOHN A III · CIK 0001201268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,021.5624 Underlying: Common Stock, $1 2/3 par value · 1,099 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is 1-for-1 F2 · derivative.exercise_date: Payable in a lump sum on July 1 following cessation of board membership F2 · derivative.expiration_date: Payable in a lump sum on July 1 following cessation of board membership Read SEC document |
| April 27, 2004 Filed Apr 29, 2004 19:43 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Option · Derivative | 3,920 | $0.00 Strike: $56.39 | $0.00 |
DisclosureSEC source: 0001193833-04-000070 · edgar.xml · derivative · entry 2 BLANCHARD JOHN A III · CIK 0001201268 · 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 |
| April 27, 2004 Filed Apr 29, 2004 19:43 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 887 | $56.39 | $50,017.93 |
DisclosureSEC source: 0001193833-04-000070 · edgar.xml · derivative · entry 1 BLANCHARD JOHN A III · CIK 0001201268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,676.4867 Underlying: Common Stock, $1 2/3 par value · 887 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 |
| January 01, 2004 Filed Jan 5, 2004 18:16 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 288.6738 | $58.89 | $17,000.00 |
DisclosureSEC source: 0001193833-04-000004 · edgar.xml · derivative · entry 1 BLANCHARD JOHN A III · CIK 0001201268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,736.6274 Underlying: Common Stock, $1 2/3 par value · 288.6738 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 |
| October 01, 2003 Filed Oct 2, 2003 17:12 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 417.4757 | $51.50 | $21,500.00 |
DisclosureSEC source: 0001193833-03-000065 · edgar.xml · derivative · entry 1 BLANCHARD JOHN A III · CIK 0001201268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,397.7359 Underlying: Common Stock, $1 2/3 par value · 417.4757 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 |
| July 01, 2003 Filed Jul 1, 2003 19:06 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantPhantom Stock Units · Derivative | 337.3016 | $50.40 Strike: $0.00 | $17,000.00 |
DisclosureSEC source: 0001193833-03-000026 · edgar.xml · derivative · entry 1 BLANCHARD JOHN A III · CIK 0001201268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,927.0655 Underlying: Common Stock, $1 2/3 par value · 337.3016 shares Expires 1988-08-08 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 |
| February 04, 2003 Filed Jan 20, 2004 17:43 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-04-000017 · edgar.xml · nonDerivative · entry 1 BLANCHARD JOHN A III · CIK 0001201268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,059.2258 F1 · balance_after: Reflects reinvestment of dividends through date of report 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.