William M Daley

CIK 1183865 · View on SEC EDGAR ↗

Insider

First SEC filing: May 18, 2004 · Latest: May 18, 2004

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 96 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

96 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
Feb. 28, 2020 WFC P 5,500 $40.99 $225,445 5,500 Indirect — Acquired 106.5% (price as of 2026-08-21)
Feb. 28, 2020 WFC P 5,600 $40.99 $229,544 5,600 Indirect — Acquired 106.5% (price as of 2026-08-21)
July 18, 2019 BNY P 5,650 $44.93 $253,854 5,650 Indirect — Acquired 253.8% (price as of 2026-08-21)
July 18, 2019 BNY P 5,700 $44.93 $256,101 5,700 Direct — Acquired 253.8% (price as of 2026-08-21)

Showing latest 100 of 176 transactions

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, 2024 WFC 2021 Performance Shares Common Stock, $1 2/3 Par Value (63,051) — — 63,051 Disposed
Feb. 27, 2024 WFC 2021 Performance Shares Common Stock, $1 2/3 Par Value (62,653) — — 62,653 Acquired
Feb. 5, 2024 WFC Restricted Share Right Common Stock, $1 2/3 Par Value (13,205) — — 13,205 Disposed
Feb. 5, 2024 WFC Restricted Share Right Common Stock, $1 2/3 Par Value (11,322) — — 11,322 Disposed
Feb. 5, 2024 WFC Restricted Share Right Common Stock, $1 2/3 Par Value (15,243) — — 15,243 Disposed
Jan. 23, 2024 WFC Restricted Share Right Common Stock, $1 2/3 Par Value (67,336) — — 67,336 Acquired
March 15, 2023 WFC Restricted Share Right Common Stock, $1 2/3 Par Value (1,606) — — 1,606 Disposed
March 15, 2023 WFC 2020 Performance Shares Common Stock, $1 2/3 Par Value (3,227) — — 3,227 Disposed
Feb. 27, 2023 WFC 2020 Performance Shares Common Stock, $1 2/3 Par Value (3,207) — — 3,207 Acquired
Feb. 5, 2023 WFC Restricted Share Right Common Stock, $1 2/3 Par Value (10,987) — — 10,987 Disposed
Feb. 5, 2023 WFC Restricted Share Right Common Stock, $1 2/3 Par Value (14,794) — — 14,794 Disposed
Jan. 24, 2023 WFC Restricted Share Right Common Stock, $1 2/3 Par Value (38,445) — — 38,445 Acquired
Dec. 15, 2022 WFC Restricted Share Right Common Stock, $1 2/3 Par Value (8,322) — — 8,322 Disposed
March 15, 2022 WFC Restricted Share Right Common Stock, $1 2/3 Par Value (1,566) — — 1,566 Disposed
Feb. 5, 2022 WFC Restricted Share Right Common Stock, $1 2/3 Par Value (14,448) — — 14,448 Disposed
Jan. 25, 2022 WFC Restricted Share Right Common Stock, $1 2/3 Par Value (32,189) — — 32,189 Acquired
Dec. 15, 2021 WFC Restricted Share Right Common Stock, $1 2/3 Par Value (8,127) — — 8,127 Disposed
March 15, 2021 WFC Restricted Share Right Common Stock, $1 2/3 Par Value (1,541) — — 1,541 Disposed
Jan. 26, 2021 WFC Restricted Share Right Common Stock, $1 2/3 Par Value (42,755) — — 42,755 Acquired
Dec. 15, 2020 WFC Restricted Share Right Common Stock, $1 2/3 Par Value (8,017) — — 8,017 Disposed
March 3, 2020 WFC Restricted Share Right Common Stock, $1 2/3 Par Value (4,491) — — 4,491 Acquired
Nov. 19, 2019 WFC Restricted Share Right Common Stock, $1 2/3 Par Value (23,136) — — 23,136 Acquired
Jan. 6, 2011 JPM Stock Appreciation Rights Common Stock (100,000) $34.78 Oct. 20, 2015 100,000 Disposed
Jan. 6, 2011 JPM Restricted Stock Units Common Stock (59,662) — Jan. 25, 2012 59,662 Disposed
Jan. 6, 2011 JPM Restricted Stock Units Common Stock (42,251) — Jan. 13, 2013 42,251 Disposed
Jan. 3, 2011 BA Phantom Stock Units Common Stock (942) — — 942 Acquired
Dec. 31, 2010 ABT Stock Equivalent Units Common shares (594) — — 594 Acquired
Oct. 1, 2010 BA Phantom Stock Units Common Stock (483) — — 483 Acquired
Sept. 30, 2010 ABT Stock Equivalent Units Common shares (545) — — 545 Acquired
July 1, 2010 BA Phantom Stock Units Common Stock (524) — — 524 Acquired
June 30, 2010 ABT Stock Equivalent Units Common shares (609) — — 609 Acquired
April 1, 2010 BA Phantom Stock Units Common Stock (446) — — 446 Acquired
March 31, 2010 ABT Stock Equivalent Units Common shares (541) — — 541 Acquired
Feb. 3, 2010 JPM Stock Appreciation Rights Common Stock (100,000) $43.20 Jan. 20, 2020 100,000 Acquired
Feb. 3, 2010 JPM Restricted Stock Units Common Stock (42,251) — Jan. 13, 2013 42,251 Acquired
Jan. 4, 2010 BA Phantom Stock Units Common Stock (585) — — 585 Acquired
Dec. 31, 2009 ABT Stock Equivalent Units Common shares (527) — — 527 Acquired
Oct. 1, 2009 BA Phantom Stock Units Common Stock (1,086) — — 1,086 Acquired
Sept. 30, 2009 ABT Stock Equivalent Units Common Shares (576) — — 576 Acquired
July 1, 2009 BA Phantom Stock Units Common Stock (1,351) — — 1,351 Acquired
June 30, 2009 ABT Stock Equivalent Units Common Shares (573) — — 573 Acquired
April 1, 2009 BA Phantom Stock Units Common Stock (1,647) — — 1,647 Acquired
March 31, 2009 ABT Stock Equivalent Units Common Shares (503) — — 503 Acquired
Jan. 20, 2009 JPM Stock Appreciation Rights Common Stock (100,000) $19.49 Jan. 20, 2019 100,000 Acquired
Jan. 20, 2009 JPM Restricted Stock Units Common Stock (59,662) — Jan. 25, 2012 59,662 Acquired
Jan. 2, 2009 BA Phantom Stock Units Common Stock (1,302) — — 1,302 Acquired
Dec. 31, 2008 ABT Stock Equivalent Units Common shares (449) — — 449 Acquired
Oct. 1, 2008 BA Phantom Stock Units Common Stock (904) — — 904 Acquired
Sept. 30, 2008 ABT Stock Equivalent Units Common shares (416) — — 416 Acquired
July 1, 2008 BA Phantom Stock Units Common (784) — — 784 Acquired
June 30, 2008 ABT Stock Equivalent Units Common shares (453) — — 453 Acquired
April 1, 2008 BA Phantom Stock Units Common (680) — — 680 Acquired
March 31, 2008 ABT Stock Equivalent Units Common shares (435) — — 435 Acquired
Jan. 22, 2008 JPM Stock Appreciation Rights Common Stock (150,000) $39.83 Jan. 22, 2018 150,000 Acquired
Jan. 2, 2008 BA Phantom Stock Units Common (590) — — 590 Acquired
Dec. 31, 2007 ABT Stock Equivalent Units Common shares (427) — — 427 Acquired
Oct. 1, 2007 BA Phantom Stock Units Common (483) — — 483 Acquired
Sept. 30, 2007 ABT Stock equivalent units common shares (447) — — 447 Acquired
July 2, 2007 BA Phantom Stock Units Common (530) — — 530 Acquired
June 30, 2007 ABT Stock equivalent units common shares (423) — — 423 Acquired
April 30, 2007 BXP Dividend Equivalent Rights Common Stock (28) — — 28 Acquired
April 2, 2007 BA Phantom Stock Units Common (579) — — 579 Acquired
March 31, 2007 BXP Phantom Stock Units Common Stock (181) — — 181 Acquired
March 31, 2007 ABT Stock equivalent units common shares (358) — — 358 Acquired
Jan. 30, 2007 BXP Dividend Equivalent Rights Common Stock (215) — — 215 Acquired
Jan. 3, 2007 BA Phantom Stock Units Common (573) — — 573 Acquired
Dec. 31, 2006 BXP Phantom Stock Units Common Stock (174) — — 174 Acquired
Dec. 31, 2006 ABT Stock equivalent units common shares (410) — — 410 Acquired
Oct. 31, 2006 BXP Dividend Equivalent Rights Common Stock (27) — — 27 Acquired
Oct. 2, 2006 BA Phantom Stock Units Common (597) — — 597 Acquired
Sept. 30, 2006 BXP Phantom Stock Units Common Stock (140) — — 140 Acquired
Sept. 30, 2006 ABT Stock equivalent units common shares (411) — — 411 Acquired
July 31, 2006 BXP Dividend Equivalent Rights Common Stock (28) — — 28 Acquired
July 3, 2006 BA Phantom Stock Units Common (584) — — 584 Acquired
June 30, 2006 BXP Phantom Stock Units Common Stock (160) — — 160 Acquired
June 30, 2006 ABT Stock equivalent units common shares (458) — — 458 Acquired
April 28, 2006 BXP Dividend Equivalent Rights Common Stock (29) — — 29 Acquired
April 3, 2006 BA Phantom Stock Units Common (759) — — 759 Acquired
March 31, 2006 ABT Stock equivalent units common shares (471) — — 471 Acquired
March 31, 2006 BXP Phantom Stock Units Common Stock (220) — — 220 Acquired
Jan. 30, 2006 BXP Dividend Equivalent Rights Common Stock (31) — — 31 Acquired
Dec. 31, 2005 ABT Stock equivalent units common shares (507) — — 507 Acquired
Dec. 31, 2005 BXP Phantom Stock Units Common Stock (290) — — 290 Acquired
Oct. 31, 2005 BXP Dividend Equivalent Rights Common Stock (144) — — 144 Acquired
Sept. 30, 2005 BXP Phantom Stock Units Common Stock (205) — — 205 Acquired
Sept. 30, 2005 ABT Stock equivalent units common shares (471) — — 471 Acquired
July 29, 2005 BXP Dividend Equivalent Rights Common Stock (26) — — 26 Acquired
June 30, 2005 BXP Phantom Stock Units Common Stock (205) — — 205 Acquired
June 30, 2005 ABT Stock equivalent units common shares (408) — — 408 Acquired
May 18, 2005 BXP LTIP Units Common Stock (560) — — 560 Acquired
April 29, 2005 BXP Dividend Equivalent Rights Common Stock (26) — — 26 Acquired
March 31, 2005 ABT Stock equivalent units common shares (429) — — 429 Acquired
March 31, 2005 BXP Phantom Stock Units Common Stock (307) — — 307 Acquired
Jan. 31, 2005 BXP Dividend Equivalent Rights Common Stock (26) — — 26 Acquired
Dec. 31, 2004 BXP Phantom Stock Units Common Stock (240) — — 240 Acquired
Dec. 31, 2004 ABT Stock equivalent units common shares (285) — — 285 Acquired
Oct. 29, 2004 BXP Dividend Equivalent Rights Common Stock (23) — — 23 Acquired
Sept. 30, 2004 BXP Phantom Stock Units Common Stock (280) — — 280 Acquired
July 30, 2004 BXP Dividend Equivalent Rights Common Stock (22) — — 22 Acquired
June 30, 2004 BXP Phantom Stock Units Common Stock (310) — — 310 Acquired

Showing latest 100 of 109 transactions

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

Initial ownership (Form 3) 11 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
Nov. 6, 2023 WFC Common Stock, $1 2/3 Par Value 0 Direct
Nov. 6, 2023 WFC Common Stock, $1 2/3 Par Value 5,600 Indirect
Nov. 6, 2023 WFC Common Stock, $1 2/3 Par Value 46,912 Indirect
Nov. 6, 2023 WFC Restricted Share Right→ Common Stock, $1 2/3 Par Value (39,309) 39,309 Direct
Nov. 6, 2023 WFC Restricted Share Right→ Common Stock, $1 2/3 Par Value (22,468) 22,468 Direct
Nov. 6, 2023 WFC Restricted Share Right→ Common Stock, $1 2/3 Par Value (15,126) 15,126 Direct
July 5, 2007 JPM Common Stock 87,651 Direct
July 5, 2007 JPM Stock Appreciation Rights→ Common Stock (50,000) 50,000 Direct
July 5, 2007 JPM Stock Appreciation Rights→ Common Stock (100,000) 100,000 Direct
March 7, 2006 BA Common 500 Direct
Oct. 18, 2004 ABT No securities are beneficially owned 0 Direct