Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 17,851.965 | reported | 28 Apr 2026 | tx 30+65,552.37−21,746 |
| EVO Payments, Inc. | 0 | reported | 24 Mar 2023 | tx 13+41,811−41,811 |
| SUNTRUST BANKS INC | 0 | reported | 06 Dec 2019 | tx 317+2,717,529.77−2,419,869.72 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Apr 2026 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 3,436 | 81.50 USD | deriv |
| 29 Apr 2025 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 3,728 | 71.10 USD | deriv |
| 01 Mar 2025 | EXERCISE | WELLS FARGO & COMPANY/MN | 2,725 | 78.32 USD | |
| 01 Mar 2025 | EXERCISE | WELLS FARGO & COMPANY/MN | 2,725 | 0.00 USD | deriv |
| 30 Apr 2024 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 4,046 | 59.32 USD | deriv |
| 01 Mar 2024 | EXERCISE | WELLS FARGO & COMPANY/MN | 3,253 | 55.06 USD | |
| 01 Mar 2024 | EXERCISE | WELLS FARGO & COMPANY/MN | 3,253 | 0.00 USD | deriv |
| 01 Jan 2024 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 558.72 | 49.22 USD | deriv |
| 01 Oct 2023 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 673.03 | 40.86 USD | deriv |
| 01 Jul 2023 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 644.33 | 42.68 USD | deriv |
| 25 Apr 2023 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 5,919 | 40.55 USD | deriv |
| 01 Apr 2023 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 735.69 | 37.38 USD | deriv |
| 24 Mar 2023 | OTHER | EVO Payments, Inc. | 21,187 | — | |
| 24 Mar 2023 | OTHER | EVO Payments, Inc. | 4,437 | — | deriv |
| 03 Mar 2023 | GRANT_AWARD | EVO Payments, Inc. | 4,437 | — | deriv |
| 01 Mar 2023 | EXERCISE | WELLS FARGO & COMPANY/MN | 8,253 | 46.68 USD | |
| 01 Mar 2023 | EXERCISE | WELLS FARGO & COMPANY/MN | 8,253 | 0.00 USD | deriv |
| 24 Feb 2023 | EXERCISE | EVO Payments, Inc. | 6,332 | 0.00 USD | |
| 24 Feb 2023 | EXERCISE | EVO Payments, Inc. | 6,332 | 0.00 USD | deriv |
| 01 Jan 2023 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 739.69 | 41.29 USD | deriv |
| 01 Oct 2022 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 776.98 | 40.22 USD | deriv |
| 01 Jul 2022 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 782.82 | 39.92 USD | deriv |
| 26 Apr 2022 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 5,384 | 0.00 USD | |
| 01 Apr 2022 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 805.79 | 48.71 USD | deriv |
| 01 Mar 2022 | EXERCISE | WELLS FARGO & COMPANY/MN | 7,515 | 50.29 USD |
1 purchase reported after at least 12 months of silence — most recent on 12 May 2020.