Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
holding | WFC | Common Stock, $1 2/3 Par Value | 36.1K | Jan 28, 2025 | Direct | ||||||
holding | WFC | Common Stock, $1 2/3 Par Value | 35.4K | Jan 28, 2025 | Through 401(k) Plan | F1 | |||||
holding | WFC | Common Stock, $1 2/3 Par Value | 4.47K | Jan 28, 2025 | Through COH Trust | F2 | |||||
holding | WFC | Common Stock, $1 2/3 Par Value | 4.47K | Jan 28, 2025 | Through KGH Trust | F2 | |||||
holding | WFC | Common Stock, $1 2/3 Par Value | 4.47K | Jan 28, 2025 | Through PAH Trust | F2 | |||||
holding | WFC | Common Stock, $1 2/3 Par Value | 114K | Jan 28, 2025 | Through PCK Family Holdings LP | F3 | |||||
holding | WFC | Common Stock, $1 2/3 Par Value | 2.23K | Jan 28, 2025 | Through Trust | F4 |
Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
transaction | WFC | Restricted Share Right | Award | $0 | +29K | $0.00 | 29K | Jan 28, 2025 | Common Stock, $1 2/3 Par Value | 29K | Direct | F5, F6 |
Id | Content |
---|---|
F1 | Reflects share equivalent of units in the Wells Fargo ESOP Fund under the 401(k) Plan (the "Plan") as of December 31, 2024, as if investable cash equivalents held by the Plan were fully invested in Wells Fargo & Company (the "Company") common stock. |
F2 | The Reporting Person disclaims beneficial ownership of these shares, except to the extent of his pecuniary interest therein, if any. |
F3 | The Reporting Person and his spouse jointly control the general partner of the limited partnership. |
F4 | Held in trust for the benefit of the Reporting Person's children. The Reporting Person disclaims beneficial ownership of these shares, except to the extent of his pecuniary interest therein, if any. |
F5 | Each Restricted Share Right ("RSR") represents a contingent right to receive one share of Company common stock. |
F6 | These RSRs vest in three installments: one-third on 2/5/2026, 2/5/2027, and 2/5/2028. As a condition to receiving the grant, the reporting person agreed to hold, while employed by the Company and for one year after retirement, shares of Company common stock as required under the Company's Stock Ownership Policy. |