Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| AT&T INC. | 28,349.91 | reported | 15 May 2004 | tx 16+34,107.775−25,938.577 |
| BOEING CO | 16,444.16 | reported | 03 Jan 2011 | tx 21+16,178.45 |
| ABBOTT LABORATORIES | 12,760 | reported | 31 Dec 2010 | tx 27+21,980 |
| Bank of New York Mellon Corp | 5,650 | reported | 18 Jul 2019 | tx 2+11,350 |
| BXP, Inc. | 4,804.28 | reported | 30 Apr 2007 | tx 19+3,457.34 |
| MERCK & CO INC | 3,478.894 | reported | 25 May 2004 | tx 10+6,087.332 |
| WELLS FARGO & COMPANY/MN | 0 | reported | 05 Mar 2024 | tx 52+460,766.49−258,721.35 |
| JPMORGAN CHASE & CO | 0 | reported | 06 Jan 2011 | tx 16+708,120−370,093 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Mar 2024 | EXERCISE | WELLS FARGO & COMPANY/MN | 63,050.78 | 0.00 USD | |
| 05 Mar 2024 | TAX_WITHHOLDING | WELLS FARGO & COMPANY/MN | 32,137.26 | 56.60 USD | |
| 05 Mar 2024 | EXERCISE | WELLS FARGO & COMPANY/MN | 63,050.78 | 0.00 USD | deriv |
| 27 Feb 2024 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 62,652.51 | 0.00 USD | deriv |
| 05 Feb 2024 | EXERCISE | WELLS FARGO & COMPANY/MN | 15,243.21 | 0.00 USD | |
| 05 Feb 2024 | TAX_WITHHOLDING | WELLS FARGO & COMPANY/MN | 7,410.32 | 48.70 USD | |
| 05 Feb 2024 | EXERCISE | WELLS FARGO & COMPANY/MN | 6,408.62 | 48.70 USD | |
| 05 Feb 2024 | TAX_WITHHOLDING | WELLS FARGO & COMPANY/MN | 5,500.64 | 48.70 USD | |
| 05 Feb 2024 | EXERCISE | WELLS FARGO & COMPANY/MN | 13,205 | 0.00 USD | |
| 05 Feb 2024 | EXERCISE | WELLS FARGO & COMPANY/MN | 11,321.74 | 0.00 USD | |
| 05 Feb 2024 | EXERCISE | WELLS FARGO & COMPANY/MN | 13,205 | 0.00 USD | deriv |
| 05 Feb 2024 | EXERCISE | WELLS FARGO & COMPANY/MN | 15,243.21 | 0.00 USD | deriv |
| 05 Feb 2024 | EXERCISE | WELLS FARGO & COMPANY/MN | 11,321.74 | 0.00 USD | deriv |
| 23 Jan 2024 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 67,336 | 0.00 USD | deriv |
| 15 Mar 2023 | TAX_WITHHOLDING | WELLS FARGO & COMPANY/MN | 711.69 | 38.85 USD | |
| 15 Mar 2023 | TAX_WITHHOLDING | WELLS FARGO & COMPANY/MN | 1,505.47 | 38.35 USD | |
| 15 Mar 2023 | EXERCISE | WELLS FARGO & COMPANY/MN | 3,227.47 | 0.00 USD | |
| 15 Mar 2023 | EXERCISE | WELLS FARGO & COMPANY/MN | 1,605.69 | 0.00 USD | |
| 15 Mar 2023 | EXERCISE | WELLS FARGO & COMPANY/MN | 1,605.69 | 0.00 USD | deriv |
| 15 Mar 2023 | EXERCISE | WELLS FARGO & COMPANY/MN | 3,227.47 | 0.00 USD | deriv |
| 27 Feb 2023 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 3,206.86 | 0.00 USD | deriv |
| 05 Feb 2023 | TAX_WITHHOLDING | WELLS FARGO & COMPANY/MN | 5,286.35 | 47.58 USD | |
| 05 Feb 2023 | EXERCISE | WELLS FARGO & COMPANY/MN | 14,794.04 | 0.00 USD | |
| 05 Feb 2023 | TAX_WITHHOLDING | WELLS FARGO & COMPANY/MN | 6,670.04 | 47.58 USD | |
| 05 Feb 2023 | EXERCISE | WELLS FARGO & COMPANY/MN | 10,987.35 | 0.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 18 Jul 2019.