Jason M. Rosenberg
CIK 2016505 · View on SEC EDGAR ↗
First SEC filing: June 17, 2026 · Latest: June 17, 2026
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Insider transactions
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
No open-market trades on record; showing all filings.
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| June 15, 2026 | WFC | M | 17,218 | — | — | 0 Direct | -100.00% | Disposed | (price as of 2026-08-20) |
| June 15, 2026 | WFC | F | 8,079 | $83.73 | $676,455 | 21,570 Direct | -27.25% | Disposed | 1.8% (price as of 2026-08-20) |
| June 15, 2026 | WFC | M | 17,218 | — | — | 29,649 Direct | +138.51% | Acquired | (price as of 2026-08-20) |
| Feb. 5, 2026 | WFC | M | 4,265 | — | — | 8,530 Direct | -33.33% | Disposed | (price as of 2026-08-20) |
| Feb. 5, 2026 | WFC | F | 1,417 | $93.14 | $131,979 | 12,432 Direct | -10.23% | Disposed | -8.5% (price as of 2026-08-20) |
| Feb. 5, 2026 | WFC | M | 4,265 | — | — | 13,848 Direct | +44.51% | Acquired | (price as of 2026-08-20) |
| Jan. 27, 2026 | WFC | A | 17,755 | — | — | 17,755 Direct | — | Acquired | (price as of 2026-08-20) |
| June 15, 2025 | WFC | M | 16,843 | — | — | 16,842 Direct | -50.00% | Disposed | (price as of 2026-08-20) |
| June 15, 2025 | WFC | F | 7,260 | $72.36 | $525,334 | 9,583 Direct | -43.10% | Disposed | 17.8% (price as of 2026-08-20) |
| June 15, 2025 | WFC | M | 16,843 | — | — | 16,843 Direct | — | Acquired | (price as of 2026-08-20) |
| Jan. 28, 2025 | WFC | A | 12,528 | — | — | 12,528 Direct | — | Acquired | (price as of 2026-08-20) |
| June 25, 2024 | WFC | A | 32,937 | — | — | 32,937 Direct | — | Acquired | (price as of 2026-08-20) |
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 |
|---|---|---|---|---|---|---|---|
| June 15, 2026 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value (17,218) | — | — | 17,218 | Disposed |
| Feb. 5, 2026 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value (4,265) | — | — | 4,265 | Disposed |
| Jan. 27, 2026 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value (17,755) | — | — | 17,755 | Acquired |
| June 15, 2025 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value (16,843) | — | — | 16,843 | Disposed |
| Jan. 28, 2025 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value (12,528) | — | — | 12,528 | Acquired |
| June 25, 2024 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value (32,937) | — | — | 32,937 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).