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Company Analysis

WFC Insider Trading

WFC | Market Equity

Comprehensive Trading Performance Summary

The investment history of corporate insiders at WFC provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the Market Equity sector.

Last 7 Days
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Last 30 Days Trend
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Transactions on Chart

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Filing Date Trade Date Reporting Person Relationship Type Price Qty Total, $ Owned After Change, %
2024-10-17 00:46 2024-10-16 Williams Ather III Officer - Sr. Executive Vice President SELL $63.70 60,000 $3,822,000 163,610 -26.8%
2024-10-16 00:18 2024-10-14 Van Beurden Saul Officer - Sr. Executive Vice President SELL $61.99 35,000 $2,169,650 126,687 -21.6%
2023-11-10 00:20 2023-11-09 DAVIS RICHARD K Director BUY $41.22 3,500 $144,270 4,244 +470.4%
2023-04-28 04:04 2022-07-27 Patterson Ellen R Officer - Sr. EVP and General Counsel BUY $43.22 97 $4,192 66,151 +0.1%
2023-04-28 04:04 2022-12-22 Patterson Ellen R Officer - Sr. EVP and General Counsel SELL $40.64 2 $81 66,149 0.0%
2023-04-28 01:23 2022-08-01 Norwood Felicia F Director BUY $31.58 98 $3,095 228 +75.4%
2023-02-28 00:56 2023-02-23 Santos Kleber Officer - Sr. Executive Vice President SELL $46.27 34,698 $1,605,476 19,590 -63.9%
2022-05-05 19:09 2022-05-03 Santos Kleber Officer - Sr. Executive Vice President SELL $44.44 22,700 $1,008,788 21,478 -51.4%
2020-11-23 21:11 2020-11-19 Van Beurden Saul Officer - Sr. Executive Vice President BUY $26.18 60 $1,571 16,979 +0.4%
2020-03-16 20:28 2020-03-13 NOSKI CHARLES H Director BUY $29.53 20,000 $590,600 20,235 +8,510.6%
2020-03-16 20:13 2020-03-13 SCHARF CHARLES W Director, Officer - CEO & President BUY $28.69 173,000 $4,963,370 176,916 +4,417.8%
2020-03-03 22:08 2020-02-28 DALEY WILLIAM M Officer - Vice Chairman - Public Affairs BUY $40.99 11,100 $454,989 5,500 +100.0%
2019-05-14 20:07 2019-05-13 Pelos Petros G Officer - Sr. Executive Vice President SELL $46.51 28,304 $1,316,419 3,066 -90.2%
2018-08-17 23:21 2018-08-17 Modjtabai Avid Officer - Sr. Executive Vice President SELL $58.71 100,000 $5,871,000 382,465 -20.7%
2018-08-14 20:06 2018-08-13 Hardison Hope A. Officer - Sr. Executive Vice President SELL $58.01 25,000 $1,450,250 107,576 -18.9%
2018-05-25 20:12 2018-05-24 Pelos Petros G Officer - Sr. Executive Vice President SELL $54.76 25,567 $1,400,049 0 -100.0%
2018-02-12 21:18 2018-02-12 SARGENT RONALD Director BUY $55.98 9,000 $503,820 18,050 +99.4%
2018-01-24 20:30 2017-11-17 Codel Franklin R Officer - Former Senior EVP SELL $54.19 5,393 $292,234 87,226 -5.8%
2017-12-06 21:21 2017-12-04 Loughlin Michael J Officer - Sr. Executive Vice President SELL $57.80 17,482 $1,010,460 257,972 -6.3%
2017-12-01 21:39 2017-11-30 Shrewsberry John R. Officer - Senior Executive VP & CFO SELL $56.90 70,000 $3,983,000 264,466 -20.9%
2017-12-01 21:32 2017-11-30 LEVY RICHARD Officer - Executive VP & Controller SELL $56.47 97,000 $5,477,590 65,222 -59.8%
2017-06-13 21:11 2017-06-12 Pelos Petros G Officer - Sr. Executive Vice President SELL $54.07 24,708 $1,335,962 0 -100.0%
2017-06-09 21:56 2017-06-08 Mack Mary T Officer - Sr. Executive Vice President SELL $52.58 38,988 $2,049,989 0 -100.0%
2017-06-09 21:52 2017-06-09 CARROLL DAVID M Officer - Senior Exec. Vice President SELL $53.28 27,582 $1,469,569 338,161 -7.5%
2017-06-08 20:21 2017-06-07 Hardison Hope A. Officer - Sr. Executive Vice President SELL $52.07 20,000 $1,041,400 100,831 -16.6%
2017-05-05 21:24 2017-05-05 SARGENT RONALD Director BUY $55.15 9,050 $499,108 9,050 +100.0%
2017-04-28 22:13 2017-04-28 Modjtabai Avid Officer - Sr. Executive Vice President SELL $54.21 100,000 $5,421,000 389,824 -20.4%
2017-04-17 18:23 2017-04-17 SANGER STEPHEN W Director BUY $51.65 58,342 $3,013,364 79,834 +271.5%
2017-04-17 18:20 2017-04-17 SLOAN TIMOTHY J Director, Officer - CEO & President BUY $51.65 39,000 $2,014,350 754,581 +5.5%
2017-04-13 01:15 2017-04-10 BERKSHIRE HATHAWAY INC 10% owner SELL $53.81 7,134,447 $383,924,570 497,165,023 -1.4%
2017-03-03 23:18 2017-03-03 CARROLL DAVID M Officer - Senior Exec. Vice President SELL $59.02 117,704 $6,946,890 310,886 -27.5%
2016-08-09 22:41 2016-08-08 SLOAN TIMOTHY J Officer - President & COO OPT+S $48.92 20,500 $1,002,860 650,815 0.0%
2016-05-06 23:11 2016-03-11 PENA FEDERICO F Director BUY $49.50 85 $4,208 85 +100.0%
2016-05-04 20:00 2016-05-03 Quigley James H. Director BUY $49.97 2,000 $99,940 2,150 +1,333.3%
2016-04-28 22:05 2016-04-27 STROTHER JAMES M Officer - Sr. Executive Vice President SELL $50.77 40,000 $2,030,800 218,584 -15.5%
2016-04-28 21:43 2016-04-27 Modjtabai Avid Officer - Sr. Executive Vice President SELL $50.77 55,000 $2,792,350 364,802 -13.1%
2016-04-26 21:54 2016-04-22 CARROLL DAVID M Officer - Senior Exec. Vice President SELL $50.28 62,300 $3,132,444 423,337 -12.8%
2016-03-14 21:28 2016-03-11 Dean Lloyd H Director SELL $49.93 2,210 $110,345 1,122 -66.3%
2016-03-11 21:21 2016-03-10 SLOAN TIMOTHY J Officer - President & COO SELL $48.16 10,000 $481,600 532,858 -1.8%
2015-12-11 22:39 2015-12-11 STUMPF JOHN G Director, Officer - Chairman & CEO SELL $53.72 30,000 $1,611,600 799,024 -3.6%
2015-12-11 22:29 2015-12-09 Loughlin Michael J Officer - Sr. Executive Vice President SELL $54.48 20,000 $1,089,600 213,112 -8.6%
2015-10-23 21:31 2015-10-22 SLOAN TIMOTHY J Officer - Sr. Executive Vice President OPT+S $54.28 24,000 $1,302,720 476,344 0.0%
2015-07-24 21:04 2015-07-23 STROTHER JAMES M Officer - Sr. Executive Vice President OPT+S $58.28 31,000 $1,806,680 176,403 0.0%
2015-06-04 21:13 2015-06-02 Loughlin Michael J Officer - Sr. Executive Vice President SELL $55.98 20,000 $1,119,600 202,523 -9.0%
2015-05-15 21:10 2015-05-15 SLOAN TIMOTHY J Officer - Sr. Executive Vice President SELL $56.00 50,000 $2,800,000 504,334 -9.0%
2015-05-08 20:47 2015-05-08 Rhein Kevin A Officer - Sr. Executive Vice President SELL $55.27 17,500 $967,225 210,645 -7.7%
2015-05-05 21:47 2015-05-04 HEID MICHAEL J Officer - Executive Vice President SELL $55.55 18,000 $999,900 136,841 -11.6%
2015-05-01 21:05 2015-04-30 HEID MICHAEL J Officer - Executive Vice President SELL $55.06 19,000 $1,046,140 154,841 -10.9%
2015-04-29 19:46 2015-04-27 Loughlin Michael J Officer - Sr. Executive Vice President SELL $55.10 19,696 $1,085,250 222,523 -8.1%
2015-04-22 20:42 2015-04-21 HEID MICHAEL J Officer - Executive Vice President SELL $54.58 18,000 $982,440 173,841 -9.4%
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How to Interpret $WFC Trades

Not every insider transaction in WFC is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $WFC shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.

Data Source & Accuracy for WFC

Insider activity data for WFC is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $WFC, allowing you to follow the capital of those with the most intimate knowledge of the company.

UNDERSTANDING THE DATA

FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.

TRADE DATE: The actual day the insider executed the purchase or sale in the market.

INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.

OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.

CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.

TRADE TYPES DEFINITIONS

BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.

SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.

OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.