Charles W Scharf
Insider
First SEC filing: June 9, 2026 · Latest: June 9, 2026
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net: $0
Price change vs the latest weekly close (updated to the current quote in your browser when available), split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Sept. 5, 2026 | MSFT | A | 125 | · | · | 45,166 Direct | +0.28% | Acquired | |
| June 5, 2026 | MSFT | A | 149 | · | · | 45,041 Direct | +0.33% | Acquired | |
| March 5, 2026 | WFC | M | 379,767 | · | · | 1,498,288 Direct | +33.95% | Acquired | |
| March 5, 2026 | WFC | F | 210,011 | $83.93 | $17,626,223 | 1,288,277 Direct | -14.02% | Disposed | -1.8% (price as of ) |
| March 5, 2026 | WFC | M | 379,767 | · | · | 0 Direct | -100.00% | Disposed | |
| Feb. 26, 2026 | WFC | A | 377,681 | · | · | 377,681 Direct | · | Acquired | |
| Feb. 5, 2026 | WFC | M | 47,075 | · | · | 1,103,310 Direct | +4.46% | Acquired | |
| Feb. 5, 2026 | WFC | F | 23,316 | $93.14 | $2,171,652 | 1,079,994 Direct | -2.11% | Disposed | -11.5% (price as of ) |
| Feb. 5, 2026 | WFC | M | 49,397 | · | · | 1,129,390 Direct | +4.57% | Acquired | |
| Feb. 5, 2026 | WFC | F | 26,156 | $93.14 | $2,436,170 | 1,103,235 Direct | -2.32% | Disposed | -11.5% (price as of ) |
| Feb. 5, 2026 | WFC | M | 31,766 | · | · | 1,135,001 Direct | +2.88% | Acquired | |
| Feb. 5, 2026 | WFC | F | 16,820 | $93.14 | $1,566,615 | 1,118,181 Direct | -1.48% | Disposed | -11.5% (price as of ) |
| Feb. 5, 2026 | WFC | M | 47,075 | · | · | 0 Direct | -100.00% | Disposed | |
| Feb. 5, 2026 | WFC | M | 49,397 | · | · | 49,397 Direct | -50.00% | Disposed | |
| Feb. 5, 2026 | WFC | M | 31,766 | · | · | 63,532 Direct | -33.33% | Disposed | |
| Jan. 30, 2026 | MSFT | A | 145 | · | · | 44,892 Direct | +0.32% | Acquired | |
| Jan. 27, 2026 | WFC | A | 110,966 | · | · | 110,966 Direct | · | Acquired | |
| Dec. 5, 2025 | WFC | M | 3,553 | · | · | 1,059,787 Direct | +0.34% | Acquired | |
| Dec. 5, 2025 | WFC | F | 3,553 | $90.21 | $320,516 | 1,056,234 Direct | -0.34% | Disposed | -8.7% (price as of ) |
| Dec. 5, 2025 | WFC | M | 3,553 | · | · | 95,298 Direct | -3.59% | Disposed | |
| Dec. 4, 2025 | MSFT | A | 130 | · | · | 44,747 Direct | +0.29% | Acquired | |
| Sept. 10, 2025 | MSFT | A | 125 | · | · | 44,617 Direct | +0.28% | Acquired | |
| July 29, 2025 | WFC | A | 362,977 | · | · | 362,977 Direct | · | Acquired | |
| July 29, 2025 | WFC | A | 1,046,000 | · | · | 1,046,000 Direct | · | Acquired | |
| June 10, 2025 | MSFT | A | 132 | · | · | 44,492 Direct | +0.30% | Acquired | |
| March 5, 2025 | WFC | M | 306,903 | · | · | 1,225,952 Direct | +33.39% | Acquired | |
| March 5, 2025 | WFC | F | 169,718 | $73.30 | $12,440,329 | 1,056,234 Direct | -13.84% | Disposed | 12.4% (price as of ) |
| March 5, 2025 | WFC | M | 306,903 | · | · | 0 Direct | -100.00% | Disposed | |
| Feb. 24, 2025 | WFC | A | 305,344 | · | · | 305,344 Direct | · | Acquired | |
| Feb. 5, 2025 | WFC | M | 37,845 | · | · | 896,302 Direct | +4.41% | Acquired | |
| Feb. 5, 2025 | WFC | F | 18,151 | $79.47 | $1,442,460 | 878,151 Direct | -2.03% | Disposed | 3.7% (price as of ) |
| Feb. 5, 2025 | WFC | M | 42,952 | · | · | 921,103 Direct | +4.89% | Acquired | |
| Feb. 5, 2025 | WFC | F | 22,743 | $79.47 | $1,807,386 | 898,360 Direct | -2.47% | Disposed | 3.7% (price as of ) |
| Feb. 5, 2025 | WFC | M | 43,273 | · | · | 941,633 Direct | +4.82% | Acquired | |
| Feb. 5, 2025 | WFC | F | 22,913 | $79.47 | $1,820,896 | 918,720 Direct | -2.43% | Disposed | 3.7% (price as of ) |
| Feb. 5, 2025 | WFC | M | 37,845 | · | · | 0 Direct | -100.00% | Disposed | |
| Feb. 5, 2025 | WFC | M | 42,952 | · | · | 46,090 Direct | -48.24% | Disposed | |
| Feb. 5, 2025 | WFC | M | 43,273 | · | · | 96,726 Direct | -30.91% | Disposed | |
| Jan. 31, 2025 | MSFT | A | 151 | · | · | 44,360 Direct | +0.34% | Acquired | |
| Jan. 28, 2025 | WFC | A | 96,783 | · | · | 96,783 Direct | · | Acquired | |
| Dec. 9, 2024 | WFC | M | 1,302 | · | · | 859,753 Direct | +0.15% | Acquired | |
| Dec. 9, 2024 | WFC | F | 1,302 | $72.62 | $94,551 | 858,452 Direct | -0.15% | Disposed | 13.5% (price as of ) |
| Dec. 9, 2024 | WFC | M | 3,138 | · | · | 861,590 Direct | +0.37% | Acquired | |
| Dec. 9, 2024 | WFC | F | 3,138 | $72.62 | $227,882 | 858,452 Direct | -0.36% | Disposed | 13.5% (price as of ) |
| Dec. 9, 2024 | WFC | M | 5,090 | · | · | 863,542 Direct | +0.59% | Acquired | |
| Dec. 9, 2024 | WFC | F | 5,090 | $72.62 | $369,636 | 858,452 Direct | -0.59% | Disposed | 13.5% (price as of ) |
| Dec. 9, 2024 | WFC | M | 1,302 | · | · | 37,845 Direct | -3.33% | Disposed | |
| Dec. 9, 2024 | WFC | M | 3,138 | · | · | 89,042 Direct | -3.40% | Disposed | |
| Dec. 9, 2024 | WFC | M | 5,090 | · | · | 139,999 Direct | -3.51% | Disposed | |
| Dec. 9, 2024 | MSFT | A | 132 | · | · | 44,209 Direct | +0.30% | Acquired | |
| Oct. 21, 2024 | WFC | M | 130,491 | · | · | 930,613 Direct | +16.31% | Acquired | |
| Oct. 21, 2024 | WFC | F | 72,162 | $64.02 | $4,619,811 | 858,452 Direct | -7.75% | Disposed | 28.7% (price as of ) |
| Oct. 21, 2024 | WFC | M | 130,491 | · | · | 0 Direct | -100.00% | Disposed | |
| Sept. 6, 2024 | MSFT | A | 146 | · | · | 44,077 Direct | +0.33% | Acquired | |
| June 7, 2024 | MSFT | A | 138 | · | · | 43,931 Direct | +0.32% | Acquired | |
| March 5, 2024 | WFC | M | 316,864 | · | · | 974,894 Direct | +48.15% | Acquired | |
| March 5, 2024 | WFC | F | 175,226 | $56.60 | $9,917,792 | 799,668 Direct | -17.97% | Disposed | 45.6% (price as of ) |
| March 5, 2024 | WFC | M | 316,864 | · | · | 0 Direct | -100.00% | Disposed | |
| Feb. 27, 2024 | WFC | A | 314,863 | · | · | 314,863 Direct | · | Acquired | |
| Feb. 5, 2024 | WFC | M | 76,609 | · | · | 663,206 Direct | +13.06% | Acquired | |
| Feb. 5, 2024 | WFC | F | 42,366 | $48.70 | $2,063,224 | 620,840 Direct | -6.39% | Disposed | 69.2% (price as of ) |
| Feb. 5, 2024 | WFC | M | 38,210 | · | · | 659,050 Direct | +6.15% | Acquired | |
| Feb. 5, 2024 | WFC | F | 21,130 | $48.70 | $1,029,031 | 637,920 Direct | -3.21% | Disposed | 69.2% (price as of ) |
| Feb. 5, 2024 | WFC | M | 44,989 | · | · | 682,908 Direct | +7.05% | Acquired | |
| Feb. 5, 2024 | WFC | F | 24,879 | $48.70 | $1,211,607 | 658,030 Direct | -3.64% | Disposed | 69.2% (price as of ) |
| Feb. 5, 2024 | WFC | M | 76,609 | · | · | 0 Direct | -100.00% | Disposed | |
| Feb. 5, 2024 | WFC | M | 38,210 | · | · | 38,210 Direct | -50.00% | Disposed | |
| Feb. 5, 2024 | WFC | M | 44,989 | · | · | 89,975 Direct | -33.33% | Disposed | |
| Jan. 31, 2024 | MSFT | A | 148 | · | · | 43,793 Direct | +0.34% | Acquired | |
| Jan. 23, 2024 | WFC | A | 141,618 | · | · | 141,618 Direct | · | Acquired | |
| Dec. 6, 2023 | MSFT | A | 159 | · | · | 43,645 Direct | +0.37% | Acquired | |
| Oct. 21, 2023 | WFC | M | 127,050 | · | · | 656,856 Direct | +23.98% | Acquired | |
| Oct. 21, 2023 | WFC | F | 70,259 | $40.27 | $2,829,330 | 586,597 Direct | -10.70% | Disposed | 104.6% (price as of ) |
| Oct. 21, 2023 | WFC | M | 127,050 | · | · | 127,050 Direct | -50.00% | Disposed | |
| Sept. 13, 2023 | MSFT | A | 175 | · | · | 43,486 Direct | +0.40% | Acquired | |
| June 13, 2023 | MSFT | A | 175 | · | · | 43,311 Direct | +0.41% | Acquired | |
| March 15, 2023 | WFC | M | 240,117 | · | · | 662,261 Direct | +56.88% | Acquired | |
| March 15, 2023 | WFC | F | 132,785 | $38.85 | $5,158,697 | 529,476 Direct | -20.05% | Disposed | 112.1% (price as of ) |
| March 15, 2023 | WFC | M | 240,117 | · | · | 0 Direct | -100.00% | Disposed | |
| Feb. 27, 2023 | WFC | A | 238,584 | · | · | 238,584 Direct | · | Acquired | |
| Feb. 5, 2023 | WFC | M | 74,346 | · | · | 446,364 Direct | +19.98% | Acquired | |
| Feb. 5, 2023 | WFC | F | 41,114 | $47.58 | $1,956,204 | 405,250 Direct | -9.21% | Disposed | 73.2% (price as of ) |
| Feb. 5, 2023 | WFC | M | 37,082 | · | · | 442,332 Direct | +9.15% | Acquired | |
| Feb. 5, 2023 | WFC | F | 20,507 | $47.58 | $975,723 | 421,825 Direct | -4.64% | Disposed | 73.2% (price as of ) |
| Feb. 5, 2023 | WFC | M | 74,346 | · | · | 74,346 Direct | -50.00% | Disposed | |
| Feb. 5, 2023 | WFC | M | 37,082 | · | · | 74,163 Direct | -33.33% | Disposed | |
| Jan. 31, 2023 | MSFT | A | 237 | · | · | 43,136 Direct | +0.55% | Acquired | |
| Jan. 24, 2023 | WFC | A | 130,978 | · | · | 130,978 Direct | · | Acquired | |
| Dec. 12, 2022 | MSFT | A | 233 | · | · | 42,899 Direct | +0.55% | Acquired | |
| Oct. 21, 2022 | WFC | M | 123,466 | · | · | 440,295 Direct | +38.97% | Acquired | |
| Oct. 21, 2022 | WFC | F | 68,277 | $44.83 | $3,060,858 | 372,018 Direct | -15.51% | Disposed | 83.8% (price as of ) |
| Oct. 21, 2022 | WFC | M | 123,466 | · | · | 246,933 Direct | -33.33% | Disposed | |
| Aug. 30, 2022 | MSFT | A | 223 | · | · | 42,666 Direct | +0.53% | Acquired | |
| May 31, 2022 | MSFT | A | 215 | · | · | 42,443 Direct | +0.51% | Acquired | |
| Feb. 5, 2022 | WFC | M | 72,606 | · | · | 356,820 Direct | +25.55% | Acquired | |
| Feb. 5, 2022 | WFC | F | 40,152 | $56.33 | $2,261,762 | 316,668 Direct | -11.25% | Disposed | 46.3% (price as of ) |
| Feb. 5, 2022 | WFC | M | 72,606 | · | · | 145,209 Direct | -33.33% | Disposed | |
| Jan. 31, 2022 | MSFT | A | 189 | · | · | 42,228 Direct | +0.45% | Acquired | |
| Jan. 25, 2022 | WFC | A | 108,639 | · | · | 108,639 Direct | · | Acquired | |
| Nov. 29, 2021 | MSFT | A | 148 | · | · | 42,039 Direct | +0.35% | Acquired |
Loaded 100 of 254 rows
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| March 5, 2026 | WFC | 2023 Performance Shares | Common Stock, $1 2/3 Par Value | · | · | 379,767 | Disposed |
| Feb. 26, 2026 | WFC | 2023 Performance Shares | Common Stock, $1 2/3 Par Value | · | · | 377,681 | Acquired |
| Feb. 5, 2026 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 47,075 | Disposed |
| Feb. 5, 2026 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 49,397 | Disposed |
| Feb. 5, 2026 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 31,766 | Disposed |
| Jan. 27, 2026 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 110,966 | Acquired |
| Dec. 5, 2025 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 3,553 | Disposed |
| July 29, 2025 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 362,977 | Acquired |
| July 29, 2025 | WFC | Stock Option (right to buy) | Common Stock, $1 2/3 Par Value | $82.65 | July 29, 2035 | 1,046,000 | Acquired |
| March 5, 2025 | WFC | 2022 Performance Shares | Common Stock, $1 2/3 Par Value | · | · | 306,903 | Disposed |
| Feb. 24, 2025 | WFC | 2022 Performance Shares | Common Stock, $1 2/3 Par Value | · | · | 305,344 | Acquired |
| Feb. 5, 2025 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 37,845 | Disposed |
| Feb. 5, 2025 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 42,952 | Disposed |
| Feb. 5, 2025 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 43,273 | Disposed |
| Jan. 28, 2025 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 96,783 | Acquired |
| Dec. 9, 2024 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 1,302 | Disposed |
| Dec. 9, 2024 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 3,138 | Disposed |
| Dec. 9, 2024 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 5,090 | Disposed |
| Oct. 21, 2024 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 130,491 | Disposed |
| March 5, 2024 | WFC | 2021 Performance Shares | Common Stock, $1 2/3 Par Value | · | · | 316,864 | Disposed |
| Feb. 27, 2024 | WFC | 2021 Performance Shares | Common Stock, $1 2/3 Par Value | · | · | 314,863 | Acquired |
| Feb. 5, 2024 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 76,609 | Disposed |
| Feb. 5, 2024 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 38,210 | Disposed |
| Feb. 5, 2024 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 44,989 | Disposed |
| Jan. 23, 2024 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 141,618 | Acquired |
| Oct. 21, 2023 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 127,050 | Disposed |
| March 15, 2023 | WFC | 2020 Performance Shares | Common Stock, $1 2/3 Par Value | · | · | 240,117 | Disposed |
| Feb. 27, 2023 | WFC | 2020 Performance Shares | Common Stock, $1 2/3 Par Value | · | · | 238,584 | Acquired |
| Feb. 5, 2023 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 74,346 | Disposed |
| Feb. 5, 2023 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 37,082 | Disposed |
| Jan. 24, 2023 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 130,978 | Acquired |
| Oct. 21, 2022 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 123,466 | Disposed |
| Feb. 5, 2022 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 72,606 | Disposed |
| Jan. 25, 2022 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 108,639 | Acquired |
| Oct. 21, 2021 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 120,834 | Disposed |
| Jan. 26, 2021 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 214,867 | Acquired |
| Oct. 21, 2020 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 119,280 | Disposed |
| Oct. 21, 2019 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 570,421 | Acquired |
| Nov. 30, 2016 | V | Performance Share Award | Class A Common Stock | · | · | 93,850 | Acquired |
| Nov. 30, 2016 | V | Performance Share Award | Class A Common Stock | · | · | 93,850 | Disposed |
| Nov. 19, 2016 | V | Restricted Stock Units | Class A Common Stock | · | · | 11,956 | Disposed |
| Oct. 28, 2016 | V | Employee Stock Option (Right to Buy) | Class A Common Stock | $36.41 | Nov. 19, 2022 | 619,036 | Disposed |
| Oct. 28, 2016 | V | Employee Stock Option (Right to Buy) | Class A Common Stock | $49.35 | Nov. 19, 2023 | 91,180 | Disposed |
| Oct. 28, 2016 | V | Employee Stock Option (Right to Buy) | Class A Common Stock | $62.46 | Nov. 19, 2024 | 62,696 | Disposed |
| Nov. 19, 2015 | V | Employee Stock Option (Right to Buy) | Class A Common Stock | $80.15 | Nov. 19, 2025 | 190,531 | Acquired |
| Nov. 19, 2015 | V | Restricted Stock Units | Class A Common Stock | · | · | 35,870 | Acquired |
| Nov. 19, 2014 | V | Employee Stock Option (Right to Buy) | Common Stock | $249.86 | Nov. 19, 2024 | 47,022 | Acquired |
| Nov. 19, 2013 | V | Employee Stock Option (Right to Buy) | Common Stock | $197.39 | Nov. 19, 2023 | 34,194 | Acquired |
| Nov. 19, 2012 | V | Employee Stock Option (Right to Buy) | Common Stock | $145.65 | Nov. 19, 2022 | 154,759 | Acquired |
| Jan. 25, 2011 | JPM | Stock Option (Right to Buy) | Common Stock | $42.22 | Feb. 9, 2011 | 140,730 | Disposed |
| Jan. 19, 2011 | JPM | Restricted Stock Units | Common Stock | · | Jan. 13, 2014 | 128,712 | Acquired |
| Jan. 19, 2011 | JPM | Stock Appreciation Rights | Common Stock | $44.29 | Jan. 19, 2021 | 153,847 | Acquired |
| Jan. 13, 2011 | JPM | Restricted Stock Units | Common Stock | · | Jan. 25, 2012 | 51,322 | Disposed |
| April 21, 2010 | JPM | Stock Option (Right to Buy) | Common Stock | $24.95 | June 12, 2010 | 100,000 | Disposed |
| Feb. 3, 2010 | JPM | Restricted Stock Units | Common Stock | · | Jan. 13, 2013 | 115,120 | Acquired |
| Feb. 3, 2010 | JPM | Stock Appreciation Rights | Common Stock | $43.20 | Jan. 20, 2020 | 198,905 | Acquired |
| July 23, 2009 | JPM | Stock Option (Right to Buy) | Common Stock | $29.96 | Aug. 15, 2009 | 196,000 | Disposed |
| July 17, 2009 | JPM | Stock Option (Right to Buy) | Common Stock | $29.96 | Aug. 15, 2009 | 200,000 | Disposed |
| Jan. 20, 2009 | JPM | Restricted Stock Units | Common Stock | · | Jan. 25, 2012 | 102,644 | Acquired |
| Jan. 20, 2009 | JPM | Stock Appreciation Rights | Common Stock | $19.49 | Jan. 20, 2019 | 300,000 | Acquired |
| Feb. 1, 2008 | JPM | Stock Option (Right to Buy) | Common Stock | $24.95 | June 12, 2010 | 929,600 | Disposed |
| Feb. 1, 2008 | JPM | Stock Option (Right to Buy) | Common Stock | $47.80 | June 12, 2010 | 485,359 | Acquired |
| Jan. 22, 2008 | JPM | Stock Appreciation Rights | Common Stock | $39.83 | Jan. 22, 2018 | 400,000 | Acquired |
| April 26, 2006 | JPM | Employee Stock Option (right to biu) | Common Stock | $42.22 | Feb. 9, 2011 | 46,549 | Acquired |
| April 26, 2006 | JPM | Employee Stock Option (right to buy) | Common Stock | $28.70 | Feb. 9, 2011 | 56,760 | Disposed |
| April 26, 2006 | JPM | Employee Stock Option (right to buy) | Common Stock | $28.70 | Feb. 9, 2011 | 114,840 | Disposed |
| April 26, 2006 | JPM | Employee Stock Option (right to buy) | Common Stock | $42.22 | Feb. 9, 2011 | 94,181 | Acquired |
| April 26, 2006 | JPM | Employee Stock Option (right to buy) | Common Stock | $31.22 | April 16, 2012 | 147,000 | Disposed |
| April 26, 2006 | JPM | Employee Stock Option (right to buy) | Common Stock | $42.22 | April 16, 2012 | 125,476 | Acquired |
| Oct. 20, 2005 | JPM | Stock Appreciation Rights | Common Stock | $34.78 | Oct. 20, 2015 | 350,000 | Acquired |
| May 3, 2005 | TRV | Stock Options (Right to buy) | Common Stock | $35.98 | May 3, 2015 | 4,237 | Acquired |
| July 28, 2004 | TRV | Stock Options (Right to buy) | Common Stock | $37.40 | July 28, 2014 | 3,889 | Acquired |
| July 1, 2004 | JPM | Employee Stock Option ( right to buy ) | Common Stock | $24.95 | June 12, 2010 | 1,029,600 | Acquired |
| July 1, 2004 | JPM | Employee Stock Option ( right to buy ) | Common Stock | $29.96 | Aug. 15, 2009 | 396,000 | Acquired |
| July 1, 2004 | JPM | Employee Stock Option (right to buy) | Common Stock | $31.22 | April 16, 2012 | 198,000 | Acquired |
| July 1, 2004 | JPM | Employee Stock Option (right to buy) | Common Stock | $28.70 | Feb. 9, 2011 | 114,840 | Acquired |
| July 1, 2004 | JPM | Employee Stock Option (right to buy) | Common Stock | $28.70 | Feb. 9, 2011 | 56,760 | Acquired |
| April 1, 2004 | TRV | Stock Options (Right to buy) | Common Stock | $29.54 | Sept. 25, 2012 | 2,167 | Acquired |
| April 1, 2004 | TRV | Stock Options (Right to buy) | Common Stock | $37.87 | April 24, 2013 | 2,167 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 8 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| April 27, 2023 | WFC | Common Stock, $1 2/3 Par Value | 4,193 | Direct |
| Oct. 23, 2019 | WFC | Common Stock, $1 2/3 Par Value | 3,863 | Direct |
| Oct. 23, 2019 | WFC | Common Stock, $1 2/3 Par Value | 103 | Indirect |
| Nov. 13, 2014 | MSFT | Common Stock | 3,112 | Direct |
| Nov. 13, 2014 | MSFT | Common Stock | 525 | Indirect |
| Oct. 3, 2014 | MSFT | Common Stock | 0 | Direct |
| Nov. 9, 2012 | V | Class A Common Stock | 0 | Direct |
| March 18, 2008 | V | No Securities are beneficially owned | 0 | Direct |
Holdings reported on Form 4 142 reported holdings
Positions listed on each Form 4 without a transaction in that filing (Table I and II holdings), newest filing first.
| Date | Ticker | Security | Shares | Exercise price | Expiration | Ownership |
|---|---|---|---|---|---|---|
| Sept. 8, 2026 | MSFT | Common Stock | 525 | · | · | Indirect |
| June 9, 2026 | MSFT | Common Stock | 525 | · | · | Indirect |
| March 9, 2026 | WFC | Common Stock, $1 2/3 Par Value | 418 | · | · | Indirect |
| March 9, 2026 | WFC | Common Stock, $1 2/3 Par Value | 103 | · | · | Indirect |
| Feb. 27, 2026 | WFC | Common Stock, $1 2/3 Par Value | 1,118,180 | · | · | Direct |
| Feb. 27, 2026 | WFC | Common Stock, $1 2/3 Par Value | 418 | · | · | Indirect |
| Feb. 27, 2026 | WFC | Common Stock, $1 2/3 Par Value | 103 | · | · | Indirect |
| Feb. 9, 2026 | WFC | Common Stock, $1 2/3 Par Value | 418 | · | · | Indirect |
| Feb. 9, 2026 | WFC | Common Stock, $1 2/3 Par Value | 103 | · | · | Indirect |
| Feb. 3, 2026 | MSFT | Common Stock | 525 | · | · | Indirect |
| Jan. 29, 2026 | WFC | Common Stock, $1 2/3 Par Value | 1,056,234 | · | · | Direct |
| Jan. 29, 2026 | WFC | Common Stock, $1 2/3 Par Value | 418 | · | · | Indirect |
| Jan. 29, 2026 | WFC | Common Stock, $1 2/3 Par Value | 103 | · | · | Indirect |
| Dec. 9, 2025 | WFC | Common Stock, $1 2/3 Par Value | 416 | · | · | Indirect |
| Dec. 9, 2025 | WFC | Common Stock, $1 2/3 Par Value | 103 | · | · | Indirect |
| Dec. 5, 2025 | MSFT | Common Stock | 525 | · | · | Indirect |
| Sept. 12, 2025 | MSFT | Common Stock | 525 | · | · | Indirect |
| July 31, 2025 | WFC | Common Stock, $1 2/3 Par Value | 1,056,234 | · | · | Direct |
| July 31, 2025 | WFC | Common Stock, $1 2/3 Par Value | 414 | · | · | Indirect |
| July 31, 2025 | WFC | Common Stock, $1 2/3 Par Value | 103 | · | · | Indirect |
| June 11, 2025 | MSFT | Common Stock | 525 | · | · | Indirect |
| March 7, 2025 | WFC | Common Stock, $1 2/3 Par Value | 412 | · | · | Indirect |
| March 7, 2025 | WFC | Common Stock, $1 2/3 Par Value | 103 | · | · | Indirect |
| Feb. 26, 2025 | WFC | Common Stock, $1 2/3 Par Value | 918,719 | · | · | Direct |
| Feb. 26, 2025 | WFC | Common Stock, $1 2/3 Par Value | 411 | · | · | Indirect |
| Feb. 26, 2025 | WFC | Common Stock, $1 2/3 Par Value | 103 | · | · | Indirect |
| Feb. 7, 2025 | WFC | Common Stock, $1 2/3 Par Value | 409 | · | · | Indirect |
| Feb. 7, 2025 | WFC | Common Stock, $1 2/3 Par Value | 103 | · | · | Indirect |
| Feb. 3, 2025 | MSFT | Common Stock | 525 | · | · | Indirect |
| Jan. 30, 2025 | WFC | Common Stock, $1 2/3 Par Value | 858,457 | · | · | Direct |
| Jan. 30, 2025 | WFC | Common Stock, $1 2/3 Par Value | 410 | · | · | Indirect |
| Jan. 30, 2025 | WFC | Common Stock, $1 2/3 Par Value | 103 | · | · | Indirect |
| Dec. 11, 2024 | WFC | Common Stock, $1 2/3 Par Value | 410 | · | · | Indirect |
| Dec. 11, 2024 | WFC | Common Stock, $1 2/3 Par Value | 103 | · | · | Indirect |
| Dec. 10, 2024 | MSFT | Common Stock | 525 | · | · | Indirect |
| Oct. 23, 2024 | WFC | Common Stock, $1 2/3 Par Value | 409 | · | · | Indirect |
| Oct. 23, 2024 | WFC | Common Stock, $1 2/3 Par Value | 103 | · | · | Indirect |
| Sept. 9, 2024 | MSFT | Common Stock | 525 | · | · | Indirect |
| June 7, 2024 | MSFT | Common Stock | 525 | · | · | Indirect |
| March 7, 2024 | WFC | Common Stock, $1 2/3 Par Value | 404 | · | · | Indirect |
| March 7, 2024 | WFC | Common Stock, $1 2/3 Par Value | 103 | · | · | Indirect |
| Feb. 29, 2024 | WFC | Common Stock, $1 2/3 Par Value | 658,029 | · | · | Direct |
| Feb. 29, 2024 | WFC | Common Stock, $1 2/3 Par Value | 405 | · | · | Indirect |
| Feb. 29, 2024 | WFC | Common Stock, $1 2/3 Par Value | 103 | · | · | Indirect |
| Feb. 7, 2024 | WFC | Common Stock, $1 2/3 Par Value | 402 | · | · | Indirect |
| Feb. 7, 2024 | WFC | Common Stock, $1 2/3 Par Value | 103 | · | · | Indirect |
| Feb. 1, 2024 | MSFT | Common Stock | 525 | · | · | Indirect |
| Jan. 25, 2024 | WFC | Common Stock, $1 2/3 Par Value | 586,597 | · | · | Direct |
| Jan. 25, 2024 | WFC | Common Stock, $1 2/3 Par Value | 103 | · | · | Indirect |
| Jan. 25, 2024 | WFC | Common Stock, $1 2/3 Par Value | 402 | · | · | Indirect |
| Dec. 7, 2023 | MSFT | Common Stock | 525 | · | · | Indirect |
| Oct. 24, 2023 | WFC | Common Stock, $1 2/3 Par Value | 103 | · | · | Indirect |
| Sept. 15, 2023 | MSFT | Common Stock | 525 | · | · | Indirect |
| June 14, 2023 | MSFT | Common Stock | 525 | · | · | Indirect |
| March 17, 2023 | WFC | Common Stock, $1 2/3 Par Value | 103 | · | · | Indirect |
| March 1, 2023 | WFC | Common Stock, $1 2/3 Par Value | 421,825 | · | · | Direct |
| March 1, 2023 | WFC | Common Stock, $1 2/3 Par Value | 103 | · | · | Indirect |
| Feb. 7, 2023 | WFC | Common Stock, $1 2/3 Par Value | 103 | · | · | Indirect |
| Feb. 1, 2023 | MSFT | Common Stock | 525 | · | · | Indirect |
| Jan. 26, 2023 | WFC | Common Stock, $1 2/3 Par Value | 372,018 | · | · | Direct |
| Jan. 26, 2023 | WFC | Common Stock, $1 2/3 Par Value | 103 | · | · | Indirect |
| Dec. 13, 2022 | MSFT | Common Stock | 525 | · | · | Indirect |
| Oct. 25, 2022 | WFC | Common Stock, $1 2/3 Par Value | 103 | · | · | Indirect |
| Sept. 1, 2022 | MSFT | Common Stock | 525 | · | · | Indirect |
| June 1, 2022 | MSFT | Common Stock | 525 | · | · | Indirect |
| Feb. 8, 2022 | WFC | Common Stock, $1 2/3 Par Value | 103 | · | · | Indirect |
| Feb. 1, 2022 | MSFT | Common Stock | 525 | · | · | Indirect |
| Jan. 27, 2022 | WFC | Common Stock, $1 2/3 Par Value | 284,214 | · | · | Direct |
| Jan. 27, 2022 | WFC | Common Stock, $1 2/3 Par Value | 103 | · | · | Indirect |
| Nov. 30, 2021 | MSFT | Common Stock | 525 | · | · | Indirect |
| Oct. 25, 2021 | WFC | Common Stock, $1 2/3 Par Value | 103 | · | · | Indirect |
| Sept. 3, 2021 | MSFT | Common Stock | 525 | · | · | Indirect |
| June 3, 2021 | MSFT | Common Stock | 525 | · | · | Indirect |
| Feb. 1, 2021 | MSFT | Common Stock | 525 | · | · | Indirect |
| Jan. 28, 2021 | WFC | Common Stock, $1 2/3 Par Value | 232,715 | · | · | Direct |
| Jan. 28, 2021 | WFC | Common Stock, $1 2/3 Par Value | 103 | · | · | Indirect |
| Dec. 2, 2020 | MSFT | Common Stock | 525 | · | · | Indirect |
| Oct. 23, 2020 | WFC | Common Stock, $1 2/3 Par Value | 103 | · | · | Indirect |
| Sept. 9, 2020 | MSFT | Common Stock | 525 | · | · | Indirect |
| June 8, 2020 | MSFT | Common Stock | 525 | · | · | Indirect |
| March 16, 2020 | WFC | Common Stock, $1 2/3 Par Value | 103 | · | · | Indirect |
| Feb. 3, 2020 | MSFT | Common Stock | 525 | · | · | Indirect |
| Dec. 4, 2019 | MSFT | Common Stock | 525 | · | · | Indirect |
| Oct. 23, 2019 | WFC | Common Stock, $1 2/3 Par Value | 103 | · | · | Indirect |
| Aug. 30, 2019 | MSFT | Common Stock | 525 | · | · | Indirect |
| May 30, 2019 | MSFT | Common Stock | 525 | · | · | Indirect |
| Feb. 20, 2019 | BNY | Common Stock | 525 | · | · | Indirect |
| Feb. 13, 2019 | BNY | Common Stock | 525 | · | · | Indirect |
| Feb. 1, 2019 | MSFT | Common Stock | 525 | · | · | Indirect |
| Nov. 29, 2018 | MSFT | Common Stock | 525 | · | · | Indirect |
| Aug. 30, 2018 | MSFT | Common Stock | 525 | · | · | Indirect |
| May 30, 2018 | MSFT | Common Stock | 525 | · | · | Indirect |
| Feb. 1, 2018 | MSFT | Common Stock | 525 | · | · | Indirect |
| Nov. 30, 2017 | MSFT | Common Stock | 525 | · | · | Indirect |
| Aug. 31, 2017 | MSFT | Common Stock | 525 | · | · | Indirect |
| Aug. 8, 2017 | BNY | Common Stock | 525 | · | · | Indirect |
| July 19, 2017 | BNY | Common Stock | 525 | · | · | Indirect |
| May 31, 2017 | MSFT | Common Stock | 525 | · | · | Indirect |
| Feb. 1, 2017 | MSFT | Common Stock | 525 | · | · | Indirect |
| Dec. 1, 2016 | MSFT | Common Stock | 525 | · | · | Indirect |
Loaded 100 of 142 rows
Compensation (DEF 14A)
Matched by name from proxy statements (DEF 14A) — verify against the filing.
| Fiscal year | Salary | Bonus | Stock awards | Option awards | Non-equity incentive | Pension change | Other | Total |
|---|---|---|---|---|---|---|---|---|
| 2010 | $500,000 | $3,800,000 | $4,677,900 | $2,203,900 | · | $35,975 | $0 | $11,217,775 |
| 2008 | $500,000 | $2,000,000 | $4,587,526 | $5,921,190 | · | $23,128 | · | $13,031,844 |
| 2005 | $2,005 | $500,000 | · | · | · | · | · | · |
| Fiscal year | Salary | Bonus | Stock awards | Option awards | Non-equity incentive | Pension change | Other | Total |
|---|---|---|---|---|---|---|---|---|
| 2022 | $2,500,000 | · | · | · | $5,365,854 | · | $142,497 | $24,642,526 |
| 2021 | $2,500,000 | · | · | · | $5,365,854 | · | · | $21,350,906 |
| 2020 | $2,500,000 | · | · | · | $4,350,000 | · | · | $20,392,046 |
| Fiscal year | Salary | Bonus | Stock awards | Option awards | Non-equity incentive | Pension change | Other | Total |
|---|---|---|---|---|---|---|---|---|
| 2017 | $357,380 | · | $4,276,408 | · | · | $12,064 | $707 | $4,646,559 |
| 2016 | $1,250,048 | · | $9,172,003 | · | $3,087,500 | $25,437 | $32,354 | $16,442,340 |
| 2015 | $1,000,038 | · | $5,224,802 | · | $3,310,000 | $24,808 | $31,717 | $11,841,368 |
Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.