Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | WFC | Common Stock, $1 2/3 Par Value | Other | $0 | -114K | -88.65% | $0.00 | 14.6K | Apr 21, 2023 | Direct | F1 |
transaction | WFC | Common Stock, $1 2/3 Par Value | Other | $0 | +114K | $0.00 | 114K | Apr 21, 2023 | Through PCK Family Holdings LP | F1, F2 | |
transaction | WFC | Common Stock, $1 2/3 Par Value | Gift | $0 | -2.4K | -16.44% | $0.00 | 12.2K | Apr 21, 2023 | Direct | F3 |
transaction | WFC | Common Stock, $1 2/3 Par Value | Gift | $0 | +800 | +26.67% | $0.00 | 3.8K | Apr 21, 2023 | Through COH Trust | F3, F4 |
transaction | WFC | Common Stock, $1 2/3 Par Value | Gift | $0 | +800 | +26.67% | $0.00 | 3.8K | Apr 21, 2023 | Through KGH Trust | F3, F4 |
transaction | WFC | Common Stock, $1 2/3 Par Value | Gift | $0 | +800 | +26.67% | $0.00 | 3.8K | Apr 21, 2023 | Through PAH Trust | F3, F4 |
holding | WFC | Common Stock, $1 2/3 Par Value | 32.7K | Apr 21, 2023 | Through 401(k) Plan | F5 | |||||
holding | WFC | Common Stock, $1 2/3 Par Value | 2.23K | Apr 21, 2023 | Through Trust | F6 |
Id | Content |
---|---|
F1 | As part of his estate planning, the Reporting Person and his spouse contributed shares to a partnership for the benefit of the Reporting Person, his spouse and his descendants. The contribution of shares resulted in a decrease in the number of shares the Reporting Person beneficially owns directly and a corresponding increase in the number of shares the Reporting Person owns indirectly. |
F2 | The Reporting Person and his spouse jointly control the general partner of the limited partnership. |
F3 | These transactions involved gifts of securities by the Reporting Person to trusts for the benefit of his children. |
F4 | The Reporting Person disclaims beneficial ownership of these shares, except to the extent of his pecuniary interest therein, if any. |
F5 | Reflects share equivalent of units in the Wells Fargo ESOP Fund under the 401(k) Plan (the "Plan") as of March 31, 2023, as if investable cash equivalents held by the Plan were fully invested in Wells Fargo & Company common stock. |
F6 | 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. |