Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
holding | WFC | Common Stock, $1 2/3 Par Value | 57.9K | Feb 24, 2025 | Direct | ||||||
holding | WFC | Common Stock, $1 2/3 Par Value | 35.9K | Feb 24, 2025 | Through 401(k) Plan | F1 | |||||
holding | WFC | Common Stock, $1 2/3 Par Value | 4.47K | Feb 24, 2025 | Through COH Trust | F2 | |||||
holding | WFC | Common Stock, $1 2/3 Par Value | 4.47K | Feb 24, 2025 | Through KGH Trust | F2 | |||||
holding | WFC | Common Stock, $1 2/3 Par Value | 4.47K | Feb 24, 2025 | Through PAH Trust | F2 | |||||
holding | WFC | Common Stock, $1 2/3 Par Value | 114K | Feb 24, 2025 | Through PCK Family Holdings LP | F3 | |||||
holding | WFC | Common Stock, $1 2/3 Par Value | 2.23K | Feb 24, 2025 | Through Trust | F4 |
Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
transaction | WFC | 2022 Performance Shares | Award | $0 | +29.1K | $0.00 | 29.1K | Feb 24, 2025 | Common Stock, $1 2/3 Par Value | 29.1K | 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 February 14, 2025, 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 Performance Share represents a contingent right to receive one share of Company common stock upon vesting. |
F6 | Represents the number of 2022 Performance Shares (including reinvested dividend equivalents) determined based on financial performance for the three-year performance period ended December 31, 2024 pursuant to the terms and conditions of a Performance Share award granted on January 25, 2022, which is exempt under Rule 16b-3(d). 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. |