Richard Levy
Insider
First SEC filing: Feb. 13, 2015 · Latest: Feb. 13, 2015
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 |
|---|---|---|---|---|---|---|---|---|---|
| March 29, 2020 | WFC | M | 45,485 | · | · | 82,264 Direct | +123.67% | Acquired | |
| March 29, 2020 | WFC | F | 18,351 | $30.28 | $555,668 | 63,913 Direct | -22.31% | Disposed | 172.1% (price as of ) |
| March 29, 2020 | WFC | M | 3,858 | · | · | 67,771 Direct | +6.04% | Acquired | |
| March 29, 2020 | WFC | F | 1,634 | $30.28 | $49,478 | 66,137 Direct | -2.41% | Disposed | 172.1% (price as of ) |
| March 29, 2020 | WFC | M | 45,485 | · | · | 0 Direct | -100.00% | Disposed | |
| March 29, 2020 | WFC | M | 3,858 | · | · | 7,717 Direct | -33.33% | Disposed | |
| March 3, 2020 | WFC | A | 15,413 | · | · | 15,413 Direct | · | Acquired | |
| March 3, 2020 | WFC | A | 45,485 | · | · | 45,485 Direct | · | Acquired | |
| March 15, 2019 | WFC | M | 62,439 | · | · | 64,656 Direct | +2816.37% | Acquired | |
| March 15, 2019 | WFC | F | 27,877 | $50.66 | $1,412,249 | 36,779 Direct | -43.12% | Disposed | 62.6% (price as of ) |
| March 15, 2019 | WFC | M | 62,439 | · | · | 0 Direct | -100.00% | Disposed | |
| Feb. 26, 2019 | WFC | A | 61,882 | · | · | 61,882 Direct | · | Acquired | |
| Feb. 26, 2019 | WFC | A | 11,091 | · | · | 11,091 Direct | · | Acquired | |
| July 15, 2018 | WFC | M | 2,663 | · | · | 3,481 Direct | +325.55% | Acquired | |
| July 15, 2018 | WFC | F | 1,264 | $55.36 | $69,975 | 2,217 Direct | -36.31% | Disposed | 48.8% (price as of ) |
| July 15, 2018 | WFC | M | 2,663 | · | · | 0 Direct | -100.00% | Disposed | |
| April 13, 2018 | WFC | G | 30,000 | · | · | 818 Direct | -97.35% | Disposed | |
| April 13, 2018 | WFC | G | 30,000 | · | · | 95,222 Indirect | +46.00% | Acquired | |
| March 15, 2018 | WFC | M | 54,083 | · | · | 55,728 Direct | +3287.72% | Acquired | |
| March 15, 2018 | WFC | F | 25,235 | $56.83 | $1,434,105 | 30,493 Direct | -45.28% | Disposed | 45.0% (price as of ) |
| March 15, 2018 | WFC | M | 590 | · | · | 31,083 Direct | +1.93% | Acquired | |
| March 15, 2018 | WFC | F | 265 | $56.83 | $15,060 | 30,818 Direct | -0.85% | Disposed | 45.0% (price as of ) |
| March 15, 2018 | WFC | M | 54,083 | · | · | 0 Direct | -100.00% | Disposed | |
| March 15, 2018 | WFC | M | 590 | · | · | 0 Direct | -100.00% | Disposed | |
| Feb. 26, 2018 | WFC | A | 53,718 | · | · | 53,718 Direct | · | Acquired | |
| Nov. 30, 2017 | WFC | S | 97,000 | $56.47 | $5,477,590 | 65,222 Indirect | -59.79% | Disposed | 45.9% (price as of ) |
| July 15, 2017 | WFC | M | 2,588 | · | · | 2,954 Direct | +707.10% | Acquired | |
| July 15, 2017 | WFC | F | 1,309 | $54.99 | $71,982 | 1,645 Direct | -44.31% | Disposed | 49.8% (price as of ) |
| July 15, 2017 | WFC | M | 2,588 | · | · | 2,588 Direct | -50.00% | Disposed | |
| March 31, 2017 | WFC | G | 28,000 | · | · | 366 Direct | -98.71% | Disposed | |
| March 31, 2017 | WFC | G | 28,000 | · | · | 162,222 Indirect | +20.86% | Acquired | |
| March 15, 2017 | WFC | M | 1,015 | · | · | 2,961 Direct | +52.16% | Acquired | |
| March 15, 2017 | WFC | F | 350 | $58.71 | $20,548 | 2,611 Direct | -11.82% | Disposed | 40.3% (price as of ) |
| March 15, 2017 | WFC | M | 51,882 | · | · | 54,493 Direct | +1987.05% | Acquired | |
| March 15, 2017 | WFC | F | 26,505 | $58.71 | $1,556,109 | 27,988 Direct | -48.64% | Disposed | 40.3% (price as of ) |
| March 15, 2017 | WFC | M | 574 | · | · | 28,562 Direct | +2.05% | Acquired | |
| March 15, 2017 | WFC | F | 196 | $58.71 | $11,507 | 28,366 Direct | -0.69% | Disposed | 40.3% (price as of ) |
| March 15, 2017 | WFC | M | 1,015 | · | · | 0 Direct | -100.00% | Disposed | |
| March 15, 2017 | WFC | M | 51,882 | · | · | 0 Direct | -100.00% | Disposed | |
| March 15, 2017 | WFC | M | 574 | · | · | 574 Direct | -50.00% | Disposed | |
| Feb. 28, 2017 | WFC | A | 51,882 | · | · | 51,882 Direct | · | Acquired | |
| July 15, 2016 | WFC | M | 2,518 | · | · | 3,261 Direct | +338.90% | Acquired | |
| July 15, 2016 | WFC | F | 1,315 | $47.71 | $62,739 | 1,946 Direct | -40.33% | Disposed | 72.7% (price as of ) |
| July 15, 2016 | WFC | M | 2,518 | · | · | 5,033 Direct | -33.35% | Disposed | |
| April 29, 2016 | WFC | G | 41,000 | · | · | 743 Direct | -98.22% | Disposed | |
| April 29, 2016 | WFC | G | 41,000 | · | · | 134,222 Indirect | +43.98% | Acquired | |
| March 15, 2016 | WFC | M | 81,842 | · | · | 83,056 Direct | +6741.52% | Acquired | |
| March 15, 2016 | WFC | F | 42,706 | $49.98 | $2,134,446 | 40,350 Direct | -51.42% | Disposed | 64.8% (price as of ) |
| March 15, 2016 | WFC | M | 1,235 | · | · | 41,585 Direct | +3.06% | Acquired | |
| March 15, 2016 | WFC | F | 616 | $49.98 | $30,788 | 40,969 Direct | -1.48% | Disposed | 64.8% (price as of ) |
| March 15, 2016 | WFC | M | 988 | · | · | 41,957 Direct | +2.41% | Acquired | |
| March 15, 2016 | WFC | F | 493 | $49.98 | $24,640 | 41,464 Direct | -1.18% | Disposed | 64.8% (price as of ) |
| March 15, 2016 | WFC | M | 558 | · | · | 42,022 Direct | +1.35% | Acquired | |
| March 15, 2016 | WFC | F | 279 | $49.98 | $13,944 | 41,743 Direct | -0.66% | Disposed | 64.8% (price as of ) |
| March 15, 2016 | WFC | M | 81,842 | · | · | 0 Direct | -100.00% | Disposed | |
| March 15, 2016 | WFC | M | 1,235 | · | · | 0 Direct | -100.00% | Disposed | |
| March 15, 2016 | WFC | M | 988 | · | · | 987 Direct | -50.03% | Disposed | |
| March 15, 2016 | WFC | M | 558 | · | · | 1,115 Direct | -33.35% | Disposed | |
| March 1, 2016 | WFC | A | 81,842 | · | · | 81,842 Direct | · | Acquired | |
| July 15, 2015 | WFC | M | 2,445 | · | · | 2,490 Direct | +5433.33% | Acquired | |
| July 15, 2015 | WFC | F | 1,276 | $57.78 | $73,727 | 1,214 Direct | -51.24% | Disposed | 42.6% (price as of ) |
| July 15, 2015 | WFC | M | 2,445 | · | · | 7,334 Direct | -25.00% | Disposed | |
| April 15, 2015 | WFC | S | 95,000 | $54.48 | $5,175,600 | 93,222 Indirect | -50.47% | Disposed | 51.2% (price as of ) |
| April 3, 2015 | WFC | G | 73,000 | · | · | 45 Direct | -99.94% | Disposed | |
| April 3, 2015 | WFC | G | 73,000 | · | · | 188,222 Indirect | +63.36% | Acquired | |
| March 15, 2015 | WFC | M | 91,074 | · | · | 104,046 Direct | +702.08% | Acquired | |
| March 15, 2015 | WFC | F | 47,523 | $55.34 | $2,629,923 | 56,523 Direct | -45.67% | Disposed | 48.9% (price as of ) |
| March 15, 2015 | WFC | M | 29,502 | · | · | 86,025 Direct | +52.19% | Acquired | |
| March 15, 2015 | WFC | F | 14,701 | $55.34 | $813,553 | 71,324 Direct | -17.09% | Disposed | 48.9% (price as of ) |
| March 15, 2015 | WFC | M | 1,272 | · | · | 72,596 Direct | +1.78% | Acquired | |
| March 15, 2015 | WFC | F | 634 | $55.34 | $35,086 | 71,962 Direct | -0.87% | Disposed | 48.9% (price as of ) |
| March 15, 2015 | WFC | M | 1,202 | · | · | 73,164 Direct | +1.67% | Acquired | |
| March 15, 2015 | WFC | F | 600 | $55.34 | $33,204 | 72,564 Direct | -0.82% | Disposed | 48.9% (price as of ) |
| March 15, 2015 | WFC | M | 960 | · | · | 73,524 Direct | +1.32% | Acquired | |
| March 15, 2015 | WFC | F | 479 | $55.34 | $26,508 | 73,045 Direct | -0.65% | Disposed | 48.9% (price as of ) |
| March 15, 2015 | WFC | M | 91,074 | · | · | 0 Direct | -100.00% | Disposed | |
| March 15, 2015 | WFC | M | 29,502 | · | · | 0 Direct | -100.00% | Disposed | |
| March 15, 2015 | WFC | M | 1,272 | · | · | 0 Direct | -100.00% | Disposed | |
| March 15, 2015 | WFC | M | 1,202 | · | · | 1,201 Direct | -50.02% | Disposed | |
| March 15, 2015 | WFC | M | 960 | · | · | 1,919 Direct | -33.34% | Disposed | |
| March 1, 2015 | WFC | A | 91,074 | · | · | 91,074 Direct | · | Acquired | |
| Feb. 24, 2015 | WFC | A | 1,626 | · | · | 1,626 Direct | · | Acquired | |
| June 24, 2014 | WFC | A | 9,526 | · | · | 9,526 Direct | · | Acquired | |
| May 5, 2014 | WFC | M | 87,470 | $34.39 | $3,008,093 | 142,637 Direct | +158.55% | Acquired | 139.6% (price as of ) |
| May 5, 2014 | WFC | F | 74,665 | $49.56 | $3,700,397 | 67,972 Direct | -52.35% | Disposed | 66.2% (price as of ) |
| May 5, 2014 | WFC | M | 87,470 | · | · | 0 Direct | -100.00% | Disposed | |
| April 21, 2014 | WFC | S | 45,000 | $49.04 | $2,206,800 | 55,167 Direct | -44.92% | Disposed | 68.0% (price as of ) |
| March 15, 2014 | WFC | M | 86,136 | · | · | 132,422 Direct | +186.10% | Acquired | |
| March 15, 2014 | WFC | F | 44,946 | $47.40 | $2,130,440 | 87,476 Direct | -33.94% | Disposed | 73.8% (price as of ) |
| March 15, 2014 | WFC | M | 21,549 | · | · | 109,025 Direct | +24.63% | Acquired | |
| March 15, 2014 | WFC | F | 10,738 | $47.40 | $508,981 | 98,287 Direct | -9.85% | Disposed | 73.8% (price as of ) |
| March 15, 2014 | WFC | M | 1,340 | · | · | 99,627 Direct | +1.36% | Acquired | |
| March 15, 2014 | WFC | F | 668 | $47.40 | $31,663 | 98,959 Direct | -0.67% | Disposed | 73.8% (price as of ) |
| March 15, 2014 | WFC | M | 1,239 | · | · | 100,198 Direct | +1.25% | Acquired | |
| March 15, 2014 | WFC | F | 618 | $47.40 | $29,293 | 99,580 Direct | -0.62% | Disposed | 73.8% (price as of ) |
| March 15, 2014 | WFC | M | 1,170 | · | · | 100,750 Direct | +1.17% | Acquired | |
| March 15, 2014 | WFC | F | 583 | $47.40 | $27,634 | 100,167 Direct | -0.58% | Disposed | 73.8% (price as of ) |
| March 15, 2014 | WFC | M | 86,136 | · | · | 0 Direct | -100.00% | Disposed | |
| March 15, 2014 | WFC | M | 21,549 | · | · | 28,731 Direct | -42.86% | Disposed | |
| March 15, 2014 | WFC | M | 1,340 | · | · | 0 Direct | -100.00% | Disposed |
Loaded 100 of 231 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 29, 2020 | WFC | 2017 Performance Shares | Common Stock, $1 2/3 Par Value | · | · | 45,485 | Disposed |
| March 29, 2020 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 3,858 | Disposed |
| March 3, 2020 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 15,413 | Acquired |
| March 3, 2020 | WFC | 2017 Performance Shares | Common Stock, $1 2/3 Par Value | · | · | 45,485 | Acquired |
| March 15, 2019 | WFC | 2016 Performance Shares | Common Stock, $1 2/3 Par Value | · | · | 62,439 | Disposed |
| Feb. 26, 2019 | WFC | 2016 Performance Shares | Common Stock, $1 2/3 Par Value | · | · | 61,882 | Acquired |
| Feb. 26, 2019 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 11,091 | Acquired |
| July 15, 2018 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 2,663 | Disposed |
| March 15, 2018 | WFC | 2015 Performance Shares | Common Stock, $1 2/3 Par Value | · | · | 54,083 | Disposed |
| March 15, 2018 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 590 | Disposed |
| Feb. 26, 2018 | WFC | 2015 Performance Shares | Common Stock, $1 2/3 Par Value | · | · | 53,718 | Acquired |
| July 15, 2017 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 2,588 | Disposed |
| March 15, 2017 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 1,015 | Disposed |
| March 15, 2017 | WFC | 2014 Performance Shares | Common Stock, $1 2/3 Par Value | · | · | 51,882 | Disposed |
| March 15, 2017 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 574 | Disposed |
| Feb. 28, 2017 | WFC | 2014 Performance Shares | Common Stock, $1 2/3 Par Value | · | · | 51,882 | Acquired |
| July 15, 2016 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 2,518 | Disposed |
| March 15, 2016 | WFC | 2013 Performance Shares | Common Stock, $1 2/3 Par Value | · | · | 81,842 | Disposed |
| March 15, 2016 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 1,235 | Disposed |
| March 15, 2016 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 988 | Disposed |
| March 15, 2016 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 558 | Disposed |
| March 1, 2016 | WFC | 2013 Performance Shares | Common Stock, $1 2/3 Par Value | · | · | 81,842 | Acquired |
| July 15, 2015 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 2,445 | Disposed |
| March 15, 2015 | WFC | 2012 Performance Shares | Common Stock, $1 2/3 Par Value | · | · | 91,074 | Disposed |
| March 15, 2015 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 29,502 | Disposed |
| March 15, 2015 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 1,272 | Disposed |
| March 15, 2015 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 1,202 | Disposed |
| March 15, 2015 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 960 | Disposed |
| March 1, 2015 | WFC | 2012 Performance Shares | Common Stock, $1 2/3 Par Value | · | · | 91,074 | Acquired |
| Feb. 24, 2015 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 1,626 | Acquired |
| June 24, 2014 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 9,526 | Acquired |
| May 5, 2014 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 Par Value | $34.39 | Feb. 27, 2017 | 87,470 | Disposed |
| March 15, 2014 | WFC | 2011 Performance Shares | Common Stock, $1 2/3 Par Value | · | · | 86,136 | Disposed |
| March 15, 2014 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 21,549 | Disposed |
| March 15, 2014 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 1,340 | Disposed |
| March 15, 2014 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 1,239 | Disposed |
| March 15, 2014 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 1,170 | Disposed |
| March 1, 2014 | WFC | 2011 Performance Shares | Common Stock, $1 2/3 Par Value | · | · | 86,136 | Acquired |
| Feb. 25, 2014 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 2,804 | Acquired |
| Jan. 30, 2014 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 Par Value | $34.39 | Feb. 27, 2017 | 35,850 | Disposed |
| Jan. 30, 2014 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 Par Value | $32.24 | Feb. 28, 2016 | 31,920 | Disposed |
| Jan. 30, 2014 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 Par Value | $31.40 | Feb. 26, 2018 | 58,110 | Disposed |
| Jan. 15, 2014 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 Par Value | $31.40 | Feb. 26, 2018 | 100,000 | Disposed |
| July 15, 2013 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 Par Value | $32.24 | Feb. 28, 2016 | 81,000 | Disposed |
| April 30, 2013 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 Par Value | $29.90 | Feb. 22, 2015 | 53,721 | Disposed |
| March 15, 2013 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 17,464 | Disposed |
| March 15, 2013 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 1,509 | Disposed |
| March 15, 2013 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 1,303 | Disposed |
| March 15, 2013 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 1,205 | Disposed |
| March 8, 2013 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 3,413 | Acquired |
| Feb. 22, 2013 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 Par Value | $35.42 | Feb. 25, 2013 | 18,536 | Disposed |
| Feb. 20, 2013 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 Par Value | $31.80 | Feb. 25, 2013 | 18,692 | Disposed |
| March 15, 2012 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 1,464 | Disposed |
| March 15, 2012 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 1,265 | Disposed |
| Feb. 29, 2012 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 Par Value | $13.05 | · | 80,000 | Disposed |
| Feb. 28, 2012 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 3,507 | Acquired |
| March 15, 2011 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 1,436 | Disposed |
| March 8, 2011 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 Par Value | $13.05 | · | 80,000 | Disposed |
| Feb. 22, 2011 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 3,718 | Acquired |
| Nov. 1, 2010 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 3,311 | Disposed |
| March 5, 2010 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 Par Value | $13.05 | · | 80,000 | Disposed |
| Feb. 26, 2010 | WFC | Phantom Stock Units | Common Stock, $1 2/3 Par Value | · | · | 21 | Acquired |
| Feb. 23, 2010 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 65,959 | Acquired |
| Feb. 23, 2010 | WFC | Restricted Share Right | Common Stock, $1 2/3 Par Value | · | · | 4,276 | Acquired |
| Feb. 24, 2009 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 par value | $13.05 | · | 240,000 | Acquired |
| Feb. 20, 2009 | WFC | Phantom Stock Units | Common Stock, $1 2/3 par value | · | · | 1,302 | Acquired |
| Feb. 27, 2008 | WFC | Phantom Stock Units | Common Stock, $1 2/3 par value | · | · | 2,175 | Acquired |
| Feb. 26, 2008 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 par value | $31.40 | Feb. 26, 2018 | 52,704 | Acquired |
| Feb. 26, 2008 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 par value | $31.40 | Feb. 26, 2018 | 52,703 | Acquired |
| Feb. 26, 2008 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 par value | $31.40 | Feb. 26, 2018 | 52,703 | Acquired |
| Aug. 17, 2007 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 par value | $28.43 | Feb. 24, 2014 | 28,234 | Disposed |
| Aug. 17, 2007 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 par value | $29.90 | Feb. 22, 2015 | 12,619 | Disposed |
| Feb. 27, 2007 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 par value | $34.39 | Feb. 27, 2017 | 41,107 | Acquired |
| Feb. 27, 2007 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 par value | $34.39 | Feb. 27, 2017 | 41,107 | Acquired |
| Feb. 27, 2007 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 par value | $34.39 | Feb. 27, 2017 | 41,106 | Acquired |
| Feb. 21, 2007 | WFC | Phantom Stock Units | Common Stock, $1 2/3 par value | · | · | 1,507 | Acquired |
| Jan. 22, 2007 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 par value | $23.56 | Nov. 26, 2012 | 10,452 | Disposed |
| Jan. 22, 2007 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 par value | $28.43 | Feb. 24, 2014 | 20,606 | Disposed |
| Jan. 22, 2007 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 par value | $36.04 | Nov. 26, 2012 | 8,098 | Acquired |
| July 20, 2006 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 par value | $45.24 | Feb. 25, 2013 | 4,241 | Disposed |
| July 20, 2006 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 par value | $45.24 | Feb. 25, 2013 | 7,873 | Disposed |
| July 20, 2006 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 par value | $47.11 | Nov. 26, 2012 | 3,754 | Disposed |
| July 20, 2006 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 par value | $70.83 | Feb. 25, 2013 | 9,268 | Acquired |
| July 20, 2006 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 par value | $70.83 | Nov. 26, 2012 | 2,936 | Acquired |
| Feb. 28, 2006 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 par value | $64.49 | Feb. 28, 2016 | 18,820 | Acquired |
| Feb. 28, 2006 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 par value | $64.49 | Feb. 28, 2016 | 18,820 | Acquired |
| Feb. 28, 2006 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 par value | $64.49 | Feb. 28, 2016 | 18,820 | Acquired |
| Feb. 16, 2006 | WFC | Phantom Stock Units | Common Stock, $1 2/3 par value | · | · | 645 | Acquired |
| Jan. 19, 2006 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 par value | $45.24 | Feb. 25, 2013 | 7,874 | Disposed |
| Jan. 19, 2006 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 par value | $45.24 | Feb. 25, 2013 | 3,632 | Disposed |
| Jan. 19, 2006 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 par value | $63.60 | Feb. 25, 2013 | 9,346 | Acquired |
| July 1, 2005 | WFC | Restricted Share Rights | Common Stock, $1 2/3 par value | · | July 1, 2005 | 6,370 | Disposed |
| March 1, 2005 | WFC | Phantom Stock Units | Common Stock, $1 2/3 par value | · | · | 502 | Acquired |
| March 1, 2005 | WFC | Phantom Stock Units | Common Stock, $1 2/3 par value | · | · | 2 | Acquired |
| Feb. 22, 2005 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 par value | $59.81 | Feb. 22, 2015 | 33,170 | Acquired |
| Dec. 6, 2004 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 par value | $47.11 | Nov. 26, 2012 | 8,980 | Disposed |
| Dec. 6, 2004 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 par value | $47.11 | Nov. 26, 2012 | 8,980 | Disposed |
| July 1, 2004 | WFC | Restricted Share Rights | Common Stock, $1 2/3 par value | · | July 1, 2004 | 6,370 | Disposed |
| Feb. 24, 2004 | WFC | Employee Stock Purchase Option | Common Stock, $1 2/3 par value | $56.86 | Feb. 24, 2014 | 24,420 | Acquired |
| Feb. 3, 2004 | WFC | Phantom Stock Units | Common Stock, $1 2/3 par value | · | · | 83 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Holdings reported on Form 4 135 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 |
|---|---|---|---|---|---|---|
| March 31, 2020 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| March 31, 2020 | WFC | Common Stock, $1 2/3 Par Value | 2,507 | · | · | Indirect |
| March 31, 2020 | WFC | Common Stock, $1 2/3 Par Value | 95,222 | · | · | Indirect |
| March 5, 2020 | WFC | Common Stock, $1 2/3 Par Value | 36,779 | · | · | Direct |
| March 5, 2020 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| March 5, 2020 | WFC | Common Stock, $1 2/3 Par Value | 2,507 | · | · | Indirect |
| March 5, 2020 | WFC | Common Stock, $1 2/3 Par Value | 95,222 | · | · | Indirect |
| March 19, 2019 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| March 19, 2019 | WFC | Common Stock, $1 2/3 Par Value | 2,004 | · | · | Indirect |
| March 19, 2019 | WFC | Common Stock, $1 2/3 Par Value | 95,222 | · | · | Indirect |
| Feb. 28, 2019 | WFC | Common Stock, $1 2/3 Par Value | 95,222 | · | · | Indirect |
| Feb. 28, 2019 | WFC | Common Stock, $1 2/3 Par Value | 2,217 | · | · | Direct |
| Feb. 28, 2019 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| Feb. 28, 2019 | WFC | Common Stock, $1 2/3 Par Value | 2,005 | · | · | Indirect |
| July 17, 2018 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| July 17, 2018 | WFC | Common Stock, $1 2/3 Par Value | 1,971 | · | · | Indirect |
| March 16, 2018 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| March 16, 2018 | WFC | Common Stock, $1 2/3 Par Value | 1,578 | · | · | Indirect |
| March 16, 2018 | WFC | Common Stock, $1 2/3 Par Value | 65,222 | · | · | Indirect |
| Feb. 28, 2018 | WFC | Common Stock, $1 2/3 Par Value | 65,222 | · | · | Indirect |
| Feb. 28, 2018 | WFC | Common Stock, $1 2/3 Par Value | 1,645 | · | · | Direct |
| Feb. 28, 2018 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| Feb. 28, 2018 | WFC | Common Stock, $1 2/3 Par Value | 1,575 | · | · | Indirect |
| Dec. 1, 2017 | WFC | Common Stock, $1 2/3 Par Value | 1,645 | · | · | Direct |
| Dec. 1, 2017 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| Dec. 1, 2017 | WFC | Common Stock, $1 2/3 Par Value | 1,567 | · | · | Indirect |
| July 18, 2017 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| July 18, 2017 | WFC | Common Stock, $1 2/3 Par Value | 1,556 | · | · | Indirect |
| March 17, 2017 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| March 17, 2017 | WFC | Common Stock, $1 2/3 Par Value | 1,197 | · | · | Indirect |
| March 17, 2017 | WFC | Common Stock, $1 2/3 Par Value | 134,222 | · | · | Indirect |
| March 2, 2017 | WFC | Common Stock, $1 2/3 Par Value | 1,946 | · | · | Direct |
| March 2, 2017 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| March 2, 2017 | WFC | Common Stock, $1 2/3 Par Value | 1,197 | · | · | Indirect |
| March 2, 2017 | WFC | Common Stock, $1 2/3 Par Value | 134,222 | · | · | Indirect |
| July 19, 2016 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| July 19, 2016 | WFC | Common Stock, $1 2/3 Par Value | 1,182 | · | · | Indirect |
| March 17, 2016 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| March 17, 2016 | WFC | Common Stock, $1 2/3 Par Value | 783 | · | · | Indirect |
| March 17, 2016 | WFC | Common Stock, $1 2/3 Par Value | 93,222 | · | · | Indirect |
| March 3, 2016 | WFC | Common Stock, $1 2/3 Par Value | 1,214 | · | · | Direct |
| March 3, 2016 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| March 3, 2016 | WFC | Common Stock, $1 2/3 Par Value | 783 | · | · | Indirect |
| March 3, 2016 | WFC | Common Stock, $1 2/3 Par Value | 93,222 | · | · | Indirect |
| July 17, 2015 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| July 17, 2015 | WFC | Common Stock, $1 2/3 Par Value | 771 | · | · | Indirect |
| July 17, 2015 | WFC | Common Stock, $1 2/3 Par Value | 93,222 | · | · | Indirect |
| April 17, 2015 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| April 17, 2015 | WFC | Common Stock, $1 2/3 Par Value | 718 | · | · | Indirect |
| March 17, 2015 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| March 17, 2015 | WFC | Common Stock, $1 2/3 Par Value | 423 | · | · | Indirect |
| March 17, 2015 | WFC | Common Stock, $1 2/3 Par Value | 115,222 | · | · | Indirect |
| March 3, 2015 | WFC | Common Stock, $1 2/3 Par Value | 115,222 | · | · | Indirect |
| March 3, 2015 | WFC | Common Stock, $1 2/3 Par Value | 12,972 | · | · | Direct |
| March 3, 2015 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| March 3, 2015 | WFC | Common Stock, $1 2/3 Par Value | 424 | · | · | Indirect |
| Feb. 26, 2015 | WFC | Common Stock, $1 2/3 Par Value | 115,222 | · | · | Indirect |
| Feb. 26, 2015 | WFC | Common Stock, $1 2/3 Par Value | 12,972 | · | · | Direct |
| Feb. 26, 2015 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| Feb. 26, 2015 | WFC | Common Stock, $1 2/3 Par Value | 424 | · | · | Indirect |
| June 26, 2014 | WFC | Common Stock, $1 2/3 Par Value | 67,972 | · | · | Direct |
| June 26, 2014 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| June 26, 2014 | WFC | Common Stock, $1 2/3 Par Value | 415 | · | · | Indirect |
| June 26, 2014 | WFC | Common Stock, $1 2/3 Par Value | 60,222 | · | · | Indirect |
| May 6, 2014 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| May 6, 2014 | WFC | Common Stock, $1 2/3 Par Value | 416 | · | · | Indirect |
| May 6, 2014 | WFC | Common Stock, $1 2/3 Par Value | 60,222 | · | · | Indirect |
| April 22, 2014 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| April 22, 2014 | WFC | Common Stock, $1 2/3 Par Value | 313 | · | · | Indirect |
| April 22, 2014 | WFC | Common Stock, $1 2/3 Par Value | 60,222 | · | · | Indirect |
| March 18, 2014 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| March 18, 2014 | WFC | Common Stock, $1 2/3 Par Value | 60,222 | · | · | Indirect |
| March 4, 2014 | WFC | Common Stock, $1 2/3 Par Value | 46,286 | · | · | Direct |
| March 4, 2014 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| March 4, 2014 | WFC | Common Stock, $1 2/3 Par Value | 60,222 | · | · | Indirect |
| Feb. 27, 2014 | WFC | Common Stock, $1 2/3 Par Value | 46,286 | · | · | Direct |
| Feb. 27, 2014 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| Feb. 27, 2014 | WFC | Common Stock, $1 2/3 Par Value | 60,222 | · | · | Indirect |
| Feb. 3, 2014 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| Feb. 3, 2014 | WFC | Common Stock, $1 2/3 Par Value | 60,222 | · | · | Indirect |
| Jan. 17, 2014 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| Jan. 17, 2014 | WFC | Common Stock, $1 2/3 Par Value | 60,222 | · | · | Indirect |
| July 17, 2013 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| July 17, 2013 | WFC | Common Stock, $1 2/3 Par Value | 60,222 | · | · | Indirect |
| May 1, 2013 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| May 1, 2013 | WFC | Common Stock, $1 2/3 Par Value | 6,034 | · | · | Indirect |
| May 1, 2013 | WFC | Common Stock, $1 2/3 Par Value | 60,222 | · | · | Indirect |
| March 19, 2013 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| March 19, 2013 | WFC | Common Stock, $1 2/3 Par Value | 5,454 | · | · | Indirect |
| March 19, 2013 | WFC | Common Stock, $1 2/3 Par Value | 60,222 | · | · | Indirect |
| March 12, 2013 | WFC | Common Stock, $1 2/3 Par Value | 58,847 | · | · | Direct |
| March 12, 2013 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| March 12, 2013 | WFC | Common Stock, $1 2/3 Par Value | 5,454 | · | · | Indirect |
| March 12, 2013 | WFC | Common Stock, $1 2/3 Par Value | 60,222 | · | · | Indirect |
| Feb. 26, 2013 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| Feb. 26, 2013 | WFC | Common Stock, $1 2/3 Par Value | 5,455 | · | · | Indirect |
| Feb. 26, 2013 | WFC | Common Stock, $1 2/3 Par Value | 60,222 | · | · | Indirect |
| Feb. 22, 2013 | WFC | Common Stock, $1 2/3 Par Value | 99 | · | · | Indirect |
| Feb. 22, 2013 | WFC | Common Stock, $1 2/3 Par Value | 5,455 | · | · | Indirect |
| Feb. 22, 2013 | WFC | Common Stock, $1 2/3 Par Value | 60,222 | · | · | Indirect |
Loaded 100 of 135 rows
Annual statements (Form 5) Transactions and holdings reported once a year on SEC Form 5 — exempt or late-reported trades, gifts and small acquisitions.
Transactions
| Date | Ticker | Security | Code | Shares | Price | Value | Owned after | Exercise price | Expiration | A/D |
|---|---|---|---|---|---|---|---|---|---|---|
| March 28, 2014 | WFC | Common Stock, $1 2/3 Par Value | G | 100,000 | · | · | 115,222 Indirect | · | · | Acquired |
| March 28, 2014 | WFC | Common Stock, $1 2/3 Par Value | G | 100,000 | · | · | 12,972 Direct | · | · | Disposed |