Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 654,276.22 | reported | 17 Mar 2010 | tx 16+2,432,832−707,676 |
| NASDAQ, INC. | 152,083 | reported | 21 Jun 2023 | tx 13+58,437 |
| WELLS FARGO & COMPANY/MN | 17,851.965 | reported | 28 Apr 2026 | tx 31+68,181.03 |
| Bank of New York Mellon Corp | 3,864.88 | reported | 01 Oct 2019 | tx 8+9,362.06 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Apr 2026 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 3,436 | 81.50 USD | deriv |
| 01 Jan 2026 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 965.67 | 93.20 USD | deriv |
| 01 Oct 2025 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 1,112.9 | 80.87 USD | deriv |
| 01 Jul 2025 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 1,104.43 | 81.49 USD | deriv |
| 29 Apr 2025 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 3,728 | 71.10 USD | deriv |
| 01 Apr 2025 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 1,227.04 | 71.31 USD | deriv |
| 01 Jan 2025 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 1,245.73 | 70.24 USD | deriv |
| 01 Oct 2024 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 1,579.71 | 55.39 USD | deriv |
| 01 Jul 2024 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 1,444.13 | 60.59 USD | deriv |
| 06 Jun 2024 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 1,528 | 57.73 USD | deriv |
| 30 Apr 2024 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 4,046 | 59.32 USD | deriv |
| 01 Jan 2024 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 1,777.73 | 49.22 USD | deriv |
| 01 Oct 2023 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 2,141.46 | 40.86 USD | deriv |
| 01 Jul 2023 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 2,050.14 | 42.68 USD | deriv |
| 21 Jun 2023 | GRANT_AWARD | NASDAQ, INC. | 7,614 | 0.00 USD | |
| 13 Jun 2023 | PURCHASE | NASDAQ, INC. | 4,000 | 51.46 USD | |
| 25 Apr 2023 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 5,919 | 40.55 USD | deriv |
| 01 Apr 2023 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 2,340.82 | 37.38 USD | deriv |
| 01 Jan 2023 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 2,119.16 | 41.29 USD | deriv |
| 01 Oct 2022 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 2,175.53 | 40.22 USD | deriv |
| 01 Jul 2022 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 2,191.88 | 39.92 USD | deriv |
| 22 Jun 2022 | GRANT_AWARD | NASDAQ, INC. | 2,440 | 0.00 USD | |
| 26 Apr 2022 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 5,384 | 44.58 USD | deriv |
| 01 Apr 2022 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 1,996.51 | 48.71 USD | deriv |
| 01 Jan 2022 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 1,985.2 | 47.98 USD | deriv |