SEC CIK 1183865
DALEY WILLIAM M
Reported ownership across 6 companies, sourced from SEC Form 4 filings and updated daily.
Current Positions
| Company | Shares Owned | As Of |
|---|---|---|
| JPMview stock → | 274,076 | 2011-01-06 |
| WFCview stock → | 51,364.2 | 2024-03-05 |
| ABTview stock → | 15,736 | 2010-04-23 |
| BNYview stock → | 5,650 | 2019-07-18 |
| BXPview stock → | 2,117 | 2006-05-10 |
| BAview stock → | 1,250 | 2006-08-02 |
Position History — WFC
Reported shares owned immediately after each Form 4 transaction, over time.
Recent Filings — WFC
| Date | Activity | Shares | Price | Owned After |
|---|---|---|---|---|
| 2024-03-05 | Option exercise (derivative) | 63,050.78 | $0.00 | 0 |
| 2024-03-05 | Tax withholding | 32,137.26 | $56.60 | 51,364.2 |
| 2024-03-05 | Option exercise | 63,050.78 | $0.00 | 83,501.45 |
| 2024-02-27 | Grant / award (derivative) | 62,652.51 | $0.00 | 62,652.51 |
| 2024-02-05 | Option exercise (derivative) | 11,321.74 | $0.00 | 11,320.68 |
| 2024-02-05 | Option exercise (derivative) | 15,243.21 | $0.00 | 0 |
| 2024-02-05 | Option exercise (derivative) | 13,205 | $0.00 | 26,410.01 |
| 2024-02-05 | Option exercise | 11,321.74 | $0.00 | 19,154.92 |
| 2024-02-05 | Option exercise | 13,205 | $0.00 | 26,859.29 |
| 2024-02-05 | Tax withholding | 5,500.64 | $48.70 | 13,654.29 |
| 2024-02-05 | Option exercise | 6,408.62 | $48.70 | 20,450.67 |
| 2024-02-05 | Tax withholding | 7,410.32 | $48.70 | 7,833.19 |
| 2024-02-05 | Option exercise | 15,243.21 | $0.00 | 15,243.51 |
| 2024-01-23 | Grant / award (derivative) | 67,336 | $0.00 | 67,336 |
| 2023-10-27 | — | — | — | 46,912 |
| 2023-10-27 | — | — | — | 0.3 |
| 2023-10-27 | — | — | — | 5,600 |
| 2023-03-15 | Option exercise (derivative) | 3,227.47 | $0.00 | 0 |
| 2023-03-15 | Option exercise (derivative) | 1,605.69 | $0.00 | 0 |
| 2023-03-15 | Option exercise | 1,605.69 | $0.00 | 42,042.33 |
| 2023-03-15 | Option exercise | 3,227.47 | $0.00 | 41,942.11 |
| 2023-03-15 | Tax withholding | 1,505.47 | $38.35 | 40,436.64 |
| 2023-03-15 | Tax withholding | 711.69 | $38.85 | 41,330.64 |
| 2023-02-27 | Grant / award (derivative) | 3,206.86 | $0.00 | 3,206.86 |
| 2023-02-05 | Option exercise (derivative) | 10,987.35 | $0.00 | 21,973.68 |
| 2023-02-05 | Option exercise (derivative) | 14,794.04 | $0.00 | 14,793.01 |
| 2023-02-05 | Option exercise | 10,987.35 | $0.00 | 43,849 |
| 2023-02-05 | Tax withholding | 6,670.04 | $47.58 | 32,861.65 |
| 2023-02-05 | Option exercise | 14,794.04 | $0.00 | 39,531.69 |
| 2023-02-05 | Tax withholding | 5,286.35 | $47.58 | 38,562.65 |
| 2023-01-24 | Grant / award (derivative) | 38,445 | $0.00 | 38,445 |
| 2022-12-15 | Option exercise (derivative) | 8,321.73 | $0.00 | 0 |
| 2022-12-15 | Option exercise | 8,321.73 | $0.00 | 28,570.38 |
| 2022-12-15 | Tax withholding | 3,832.73 | $41.37 | 24,737.65 |
| 2022-03-15 | Option exercise (derivative) | 1,565.81 | $0.00 | 1,565.81 |
| 2022-03-15 | Tax withholding | 762.81 | $50.11 | 20,040.72 |
| 2022-03-15 | Option exercise | 1,565.81 | $0.00 | 20,803.53 |
| 2022-02-05 | Option exercise (derivative) | 14,447.53 | $0.00 | 28,894.04 |
| 2022-02-05 | Option exercise | 14,447.53 | $0.00 | 25,206.52 |
| 2022-02-05 | Tax withholding | 6,061.53 | $56.33 | 19,144.99 |
| 2022-01-25 | Grant / award (derivative) | 32,189 | $0.00 | 32,189 |
| 2021-12-15 | Option exercise (derivative) | 8,126.81 | $0.00 | 8,126.81 |
| 2021-12-15 | Option exercise | 8,126.81 | $0.00 | 14,359.81 |
| 2021-12-15 | Tax withholding | 3,600.81 | $48.90 | 10,758.99 |
| 2021-03-15 | Option exercise (derivative) | 1,541.13 | $0.00 | 3,082.25 |
| 2021-03-15 | Option exercise | 1,541.13 | $0.00 | 6,963.13 |
| 2021-03-15 | Tax withholding | 783.13 | $39.70 | 6,180 |
| 2021-01-26 | Grant / award (derivative) | 42,755 | $0.00 | 42,755 |
| 2020-12-15 | Option exercise (derivative) | 8,016.83 | $0.00 | 16,033.66 |
| 2020-12-15 | Option exercise | 8,016.83 | $0.00 | 8,016.83 |
| 2020-12-15 | Tax withholding | 2,594.83 | $29.73 | 5,422 |
| 2020-03-03 | Grant / award (derivative) | 4,491 | $0.00 | 4,491 |
| 2020-02-28 | Open-market buy | 5,600 | $40.99 | 5,600 |
| 2020-02-28 | Open-market buy | 5,500 | $40.99 | 5,500 |
| 2019-11-19 | Grant / award (derivative) | 23,136 | $0.00 | 23,136 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.