Steven D Black — SEC Insider Profile, Roles & Companies

Insider at

JPM selling March 17, 2010 WFC NDAQ buying June 13, 2023 BNY

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 69 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

69 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
July 1, 2026	WFC	A	1,076	$85.94	$92,471	58,079 Direct	+1.89%	Acquired	-6.4% (price as of 2026-10-02)
April 28, 2026	WFC	A	3,436	$81.50	$280,034	17,852 Direct	+23.83%	Acquired	-1.3% (price as of 2026-10-02)
April 1, 2026	WFC	A	1,117	$80.57	$89,997	56,672 Direct	+2.01%	Acquired	-0.1% (price as of 2026-10-02)
Jan. 1, 2026	WFC	A	966	$93.20	$90,031	55,250 Direct	+1.78%	Acquired	-13.7% (price as of 2026-10-02)
Oct. 1, 2025	WFC	A	1,113	$80.87	$90,008	54,000 Direct	+2.10%	Acquired	-0.5% (price as of 2026-10-02)
July 1, 2025	WFC	A	1,104	$81.49	$89,965	52,599 Direct	+2.14%	Acquired	-1.3% (price as of 2026-10-02)
April 29, 2025	WFC	A	3,728	$71.10	$265,061	14,108 Direct	+35.92%	Acquired	13.2% (price as of 2026-10-02)
April 1, 2025	WFC	A	1,227	$71.31	$87,497	51,221 Direct	+2.45%	Acquired	12.8% (price as of 2026-10-02)
Jan. 1, 2025	WFC	A	1,246	$70.24	$87,519	49,739 Direct	+2.57%	Acquired	14.5% (price as of 2026-10-02)
Oct. 1, 2024	WFC	A	1,580	$55.39	$87,516	48,240 Direct	+3.39%	Acquired	45.2% (price as of 2026-10-02)
July 1, 2024	WFC	A	1,444	$60.59	$87,492	46,344 Direct	+3.22%	Acquired	32.8% (price as of 2026-10-02)
June 6, 2024	WFC	A	1,528	$57.73	$88,211	44,648 Direct	+3.54%	Acquired	39.4% (price as of 2026-10-02)
April 30, 2024	WFC	A	4,046	$59.32	$240,009	10,106 Direct	+66.77%	Acquired	35.6% (price as of 2026-10-02)
Jan. 1, 2024	WFC	A	1,778	$49.22	$87,513	42,848 Direct	+4.33%	Acquired	63.4% (price as of 2026-10-02)
Oct. 1, 2023	WFC	A	2,141	$40.86	$87,481	40,753 Direct	+5.54%	Acquired	96.9% (price as of 2026-10-02)
July 1, 2023	WFC	A	2,050	$42.68	$87,494	38,290 Direct	+5.66%	Acquired	88.5% (price as of 2026-10-02)
June 21, 2023	NDAQ	A	7,614	·	·	152,083 Direct	+5.27%	Acquired	(price as of 2026-10-02)
June 13, 2023	NDAQ	P	4,000	$51.46	$205,840	144,469 Direct	+2.85%	Acquired	75.5% (price as of 2026-10-02)
April 25, 2023	WFC	A	5,919	$40.55	$240,015	5,919 Direct	·	Acquired	98.4% (price as of 2026-10-02)
April 1, 2023	WFC	A	2,341	$37.38	$87,507	35,970 Direct	+6.96%	Acquired	115.2% (price as of 2026-10-02)
Jan. 1, 2023	WFC	A	2,119	$41.29	$87,494	33,415 Direct	+6.77%	Acquired	94.8% (price as of 2026-10-02)
Oct. 1, 2022	WFC	A	2,176	$40.22	$87,519	31,097 Direct	+7.52%	Acquired	100.0% (price as of 2026-10-02)
July 1, 2022	WFC	A	2,192	$39.92	$87,505	28,724 Direct	+8.26%	Acquired	101.5% (price as of 2026-10-02)
June 22, 2022	NDAQ	A	2,440	·	·	46,823 Direct	+5.50%	Acquired	(price as of 2026-10-02)
April 26, 2022	WFC	A	5,384	$44.58	$240,019	26,386 Direct	+25.64%	Acquired	80.5% (price as of 2026-10-02)
April 1, 2022	WFC	A	1,997	$48.71	$97,274	21,002 Direct	+10.51%	Acquired	65.2% (price as of 2026-10-02)
Jan. 1, 2022	WFC	A	1,985	$47.98	$95,240	18,911 Direct	+11.73%	Acquired	67.7% (price as of 2026-10-02)
Oct. 1, 2021	WFC	A	1,864	$47.02	$87,645	16,855 Direct	+12.43%	Acquired	71.1% (price as of 2026-10-02)
July 1, 2021	WFC	A	775	$45.41	$35,193	14,922 Direct	+5.48%	Acquired	77.2% (price as of 2026-10-02)
June 15, 2021	NDAQ	A	2,125	·	·	44,383 Direct	+5.03%	Acquired	(price as of 2026-10-02)
April 27, 2021	WFC	A	3,993	$45.09	$180,044	14,117 Direct	+39.44%	Acquired	78.4% (price as of 2026-10-02)
April 1, 2021	WFC	A	776	$39.63	$30,753	10,124 Direct	+8.30%	Acquired	103.0% (price as of 2026-10-02)
Jan. 1, 2021	WFC	A	886	$30.18	$26,739	9,323 Direct	+10.50%	Acquired	166.6% (price as of 2026-10-02)
Oct. 1, 2020	WFC	A	1,390	$23.56	$32,748	8,406 Direct	+19.81%	Acquired	241.5% (price as of 2026-10-02)
July 1, 2020	WFC	A	762	$25.09	$19,119	6,987 Direct	+12.24%	Acquired	220.6% (price as of 2026-10-02)
May 19, 2020	NDAQ	A	3,328	·	·	42,258 Direct	+8.55%	Acquired	(price as of 2026-10-02)
April 28, 2020	WFC	A	6,110	$28.87	$176,396	6,110 Direct	·	Acquired	178.7% (price as of 2026-10-02)
April 28, 2020	WFC	A	125	·	·	125 Direct	·	Acquired	(price as of 2026-10-02)
Oct. 1, 2019	BNY	A	772	$43.73	$33,760	3,865 Direct	+24.96%	Acquired	232.5% (price as of 2026-10-02)
July 1, 2019	BNY	A	759	$44.47	$33,753	3,072 Direct	+32.81%	Acquired	227.0% (price as of 2026-10-02)
April 23, 2019	NDAQ	A	3,791	·	·	38,930 Direct	+10.79%	Acquired	(price as of 2026-10-02)
April 18, 2019	BNY	A	3,201	·	·	5,595 Direct	+133.71%	Acquired	(price as of 2026-10-02)
April 1, 2019	BNY	A	534	$51.46	$27,480	2,300 Direct	+30.24%	Acquired	182.5% (price as of 2026-10-02)
Feb. 1, 2019	BNY	A	713	$52.62	$37,518	1,760 Direct	+68.10%	Acquired	176.3% (price as of 2026-10-02)
Oct. 1, 2018	BNY	A	530	$51.90	$27,507	1,041 Direct	+103.72%	Acquired	180.2% (price as of 2026-10-02)
July 2, 2018	BNY	A	508	$54.09	$27,478	508 Direct	·	Acquired	168.8% (price as of 2026-10-02)
April 24, 2018	NDAQ	A	3,940	·	·	35,139 Direct	+12.63%	Acquired	(price as of 2026-10-02)
April 20, 2018	BNY	A	2,345	·	·	2,345 Direct	·	Acquired	(price as of 2026-10-02)
May 10, 2017	NDAQ	A	5,137	·	·	31,199 Direct	+19.71%	Acquired	(price as of 2026-10-02)
May 5, 2016	NDAQ	A	5,141	·	·	26,062 Direct	+24.57%	Acquired	(price as of 2026-10-02)
May 6, 2015	NDAQ	A	5,075	·	·	20,921 Direct	+32.03%	Acquired	(price as of 2026-10-02)
May 7, 2014	NDAQ	A	6,980	·	·	15,846 Direct	+78.73%	Acquired	(price as of 2026-10-02)
May 22, 2013	NDAQ	A	3,713	·	·	8,866 Direct	+72.06%	Acquired	(price as of 2026-10-02)
May 22, 2012	NDAQ	A	5,153	·	·	5,153 Direct	·	Acquired	(price as of 2026-10-02)
March 17, 2010	JPM	S 10b5-1	168,574	$44.00	$7,417,256	654,276 Direct	-20.49%	Disposed	655.4% (price as of 2026-10-02)
Feb. 3, 2010	JPM	A	289,386	·	·	289,386 Direct	·	Acquired	(price as of 2026-10-02)
Jan. 25, 2010	JPM	F	132,221	$39.37	$5,205,541	822,629 Direct	-13.85%	Disposed	744.2% (price as of 2026-10-02)
Jan. 25, 2009	JPM	F	72,097	$23.20	$1,672,650	895,656 Direct	-7.45%	Disposed	1332.7% (price as of 2026-10-02)
Jan. 25, 2009	JPM	F	71,036	$23.20	$1,648,035	896,717 Direct	-7.34%	Disposed	1332.7% (price as of 2026-10-02)
Jan. 20, 2009	JPM	A	700,000	·	·	700,000 Direct	·	Acquired	(price as of 2026-10-02)
Jan. 25, 2008	JPM	F	48,439	$44.52	$2,156,504	893,875 Direct	-5.14%	Disposed	646.6% (price as of 2026-10-02)
Jan. 22, 2008	JPM	A	400,000	·	·	400,000 Direct	·	Acquired	(price as of 2026-10-02)
Jan. 22, 2008	JPM	A	369,069	$39.83	$14,700,018	942,314 Direct	+64.38%	Acquired	734.5% (price as of 2026-10-02)
April 20, 2007	JPM	S	150,000	$52.22	$7,833,000	692,017 Direct	-17.81%	Disposed	536.5% (price as of 2026-10-02)
Jan. 25, 2007	JPM	F	42,040	$50.27	$2,113,351	840,754 Direct	-4.76%	Disposed	561.2% (price as of 2026-10-02)
Jan. 18, 2007	JPM	A	213,472	$48.25	$10,300,024	882,794 Direct	+31.89%	Acquired	588.9% (price as of 2026-10-02)
Jan. 19, 2006	JPM	A	130,574	·	·	664,634 Direct	+24.45%	Acquired	(price as of 2026-10-02)
Oct. 20, 2005	JPM	A	350,000	·	·	350,000 Direct	·	Acquired	(price as of 2026-10-02)
Jan. 20, 2005	JPM	A	90,606	·	·	531,939 Direct	+20.53%	Acquired	(price as of 2026-10-02)
Feb. 11, 2004	JPM	A	228,979	·	·	228,979 Direct	·	Acquired	(price as of 2026-10-02)
Feb. 11, 2004	JPM	A	101,352	·	·	441,333 Direct	+29.81%	Acquired	(price as of 2026-10-02)
Jan. 25, 2004	JPM	F	23,269	$39.83	$926,804	339,981 Direct	-6.41%	Disposed	734.5% (price as of 2026-10-02)

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
July 1, 2026	WFC	Phantom Stock Units	Common Stock, $1 2/3 Par Value (1,076)	·	·	1,076	Acquired
April 28, 2026	WFC	Common Stock Units [F1]	Common Stock, $1 2/3 Par Value (3,436)	·	·	3,436	Acquired
April 1, 2026	WFC	Phantom Stock Units	Common Stock, $1 2/3 Par Value (1,117)	·	·	1,117	Acquired
Jan. 1, 2026	WFC	Phantom Stock Units	Common Stock, $1 2/3 Par Value (966)	·	·	966	Acquired
Oct. 1, 2025	WFC	Phantom Stock Units	Common Stock, $1 2/3 Par Value (1,113)	·	·	1,113	Acquired
July 1, 2025	WFC	Phantom Stock Units	Common Stock, $1 2/3 Par Value (1,104)	·	·	1,104	Acquired
April 29, 2025	WFC	Common Stock Units [F1]	Common Stock, $1 2/3 Par Value (3,728)	·	·	3,728	Acquired
April 1, 2025	WFC	Phantom Stock Units	Common Stock, $1 2/3 Par Value (1,227)	·	·	1,227	Acquired
Jan. 1, 2025	WFC	Phantom Stock Units	Common Stock, $1 2/3 Par Value (1,246)	·	·	1,246	Acquired
Oct. 1, 2024	WFC	Phantom Stock Units	Common Stock, $1 2/3 Par Value (1,580)	·	·	1,580	Acquired
July 1, 2024	WFC	Phantom Stock Units	Common Stock, $1 2/3 Par Value (1,444)	·	·	1,444	Acquired
June 6, 2024	WFC	Phantom Stock Units	Common Stock, $1 2/3 Par Value (1,528)	·	·	1,528	Acquired
April 30, 2024	WFC	Common Stock Units [F2]	Common Stock, $1 2/3 Par Value (4,046)	·	·	4,046	Acquired
Jan. 1, 2024	WFC	Phantom Stock Units	Common Stock, $1 2/3 Par Value (1,778)	·	·	1,778	Acquired
Oct. 1, 2023	WFC	Phantom Stock Units	Common Stock, $1 2/3 Par Value (2,141)	·	·	2,141	Acquired
July 1, 2023	WFC	Phantom Stock Units	Common Stock, $1 2/3 Par Value (2,050)	·	·	2,050	Acquired
April 25, 2023	WFC	Common Stock Units [F1]	Common Stock, $1 2/3 Par Value (5,919)	·	·	5,919	Acquired
April 1, 2023	WFC	Phantom Stock Units	Common Stock, $1 2/3 Par Value (2,341)	·	·	2,341	Acquired
Jan. 1, 2023	WFC	Phantom Stock Units	Common Stock, $1 2/3 Par Value (2,119)	·	·	2,119	Acquired
Oct. 1, 2022	WFC	Phantom Stock Units	Common Stock, $1 2/3 Par Value (2,176)	·	·	2,176	Acquired
July 1, 2022	WFC	Phantom Stock Units	Common Stock, $1 2/3 Par Value (2,192)	·	·	2,192	Acquired
April 26, 2022	WFC	Phantom Stock Units	Common Stock, $1 2/3 Par Value (5,384)	·	·	5,384	Acquired
April 1, 2022	WFC	Phantom Stock Units	Common Stock, $1 2/3 Par Value (1,997)	·	·	1,997	Acquired
Jan. 1, 2022	WFC	Phantom Stock Units	Common Stock, $1 2/3 Par Value (1,985)	·	·	1,985	Acquired
Oct. 1, 2021	WFC	Phantom Stock Units	Common Stock, $1 2/3 Par Value (1,864)	·	·	1,864	Acquired
July 1, 2021	WFC	Phantom Stock Units	Common Stock, $1 2/3 Par Value (775)	·	·	775	Acquired
April 27, 2021	WFC	Phantom Stock Units	Common Stock, $1 2/3 Par Value (3,993)	·	·	3,993	Acquired
April 1, 2021	WFC	Phantom Stock Units	Common Stock, $1 2/3 Par Value (776)	·	·	776	Acquired
Jan. 1, 2021	WFC	Phantom Stock Units	Common Stock, $1 2/3 Par Value (886)	·	·	886	Acquired
Oct. 1, 2020	WFC	Phantom Stock Units	Common Stock, $1 2/3 Par Value (1,390)	·	·	1,390	Acquired
July 1, 2020	WFC	Phantom Stock Units	Common Stock, $1 2/3 Par Value (762)	·	·	762	Acquired
April 28, 2020	WFC	Phantom Stock Units	Common Stock, $1 2/3 Par Value (6,110)	·	·	6,110	Acquired
April 18, 2019	BNY	Deferred Stock Units	Common Stock (3,201)	·	·	3,201	Acquired
April 20, 2018	BNY	Deferred Stock Units	Common Stock (2,345)	·	·	2,345	Acquired
Feb. 3, 2010	JPM	Restricted Stock Units	Common Stock (289,386)	·	Jan. 13, 2013	289,386	Acquired
Jan. 20, 2009	JPM	Stock Appreciation Rights	Common Stock (700,000)	$19.49	Jan. 20, 2019	700,000	Acquired
Jan. 22, 2008	JPM	Stock Appreciation Rights	Common Stock (400,000)	$39.83	Jan. 22, 2018	400,000	Acquired
Oct. 20, 2005	JPM	Stock Appreciation Rights	Common Stock (350,000)	$34.78	Oct. 20, 2015	350,000	Acquired
Feb. 11, 2004	JPM	Stock Appreciation Rights	Common Stock (228,979)	$39.96	Feb. 11, 2014	228,979	Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Compensation (DEF 14A)

Matched by name from proxy statements (DEF 14A) — verify against the filing.

JPM

Fiscal year	Salary	Bonus	Stock awards	Option awards	Non-equity incentive	Pension change	Other	Total
2010	$500,000	$3,800,000	$11,759,200	$0	·	$16,833	$0	$16,076,033
2009	$500,000	$2,000,000	$0	$5,436,200	·	$25,635	·	$7,961,835
2007	$400,000	$4,900,000	$14,637,594	$912,426	·	$14,435	·	$20,864,455

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.