Wells Fargo director awarded stock units
SARGENT RONALD reported acquisition or exercise transactions in this Form 4 filing.
Rhea-AI Filing Summary
SARGENT RONALD reported acquisition or exercise transactions in this Form 4 filing.
Wells Fargo & Company director Ronald Sargent received a compensation grant of 3,436 Common Stock Units. Each unit represents the right to receive one share of Wells Fargo common stock. The units vested immediately on grant, but settlement is deferred until he leaves the board or a later elected date.
Following this grant, Sargent holds 17,851.9647 Common Stock Units directly, 18,050 shares of common stock indirectly through a revocable trust, and 81 shares directly. The Common Stock Units balance also includes dividend equivalents that have been reinvested in additional units.
Positive
- None.
Negative
- None.
Insider Trade Summary
Grant/Award: 3,436 shares
Grant/Award
3 txns
Insider
SARGENT RONALD
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock Units | 3,436 | $81.50 | $280K |
| holding | Common Stock, $1 2/3 Par Value | -- | -- | -- |
| holding | Common Stock, $1 2/3 Par Value | -- | -- | -- |
Holdings After Transaction:
Common Stock Units — 17,851.9647 contracts (Direct);
Common Stock, $1 2/3 Par Value — 81 shares (Direct);
Common Stock, $1 2/3 Par Value — 18,050 shares (Indirect, Through Revocable Trust)
Footnotes (3)
- F1. Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director.
- F2. Each Common Stock Unit represents a right to receive one share of Company common stock.
- F3. Includes dividend equivalents reinvested in additional Common Stock Units.
Key Figures
Common Stock Units granted: 3,436 units
Reference price per unit: $81.50 per unit
Common Stock Units after grant: 17,851.9647 units
+3 more
6 metrics
Common Stock Units granted
3,436 units
Grant to director Ronald Sargent on 2026-04-28
Reference price per unit
$81.50 per unit
Common Stock Units grant value reference
Common Stock Units after grant
17,851.9647 units
Total Common Stock Units held directly after transaction
Indirect common shares
18,050 shares
Common stock held through revocable trust after transaction
Direct common shares
81 shares
Direct common stock holding after transaction
Unit-to-share ratio
1 unit : 1 share
Each Common Stock Unit equals one share of common stock
Key Terms
Common Stock Units, dividend equivalents, revocable trust, grant, award, or other acquisition, +1 more
5 terms
Common Stock Units financial
"Common Stock Units vested upon grant with settlement deferred until the later of termination of service"
A common stock unit is a tradable ownership interest that represents one or more ordinary shares in a company, giving the holder a stake in profits, a claim on assets after creditors, and usually voting rights on corporate matters. For investors it matters because these units determine how much of the company you own, how much influence you have, and how returns or losses are shared—think of owning slices of a pie that can be increased or diluted by the company’s actions.
dividend equivalents financial
"Includes dividend equivalents reinvested in additional Common Stock Units."
Payments tied to employee or contractor equity awards that mirror the cash dividends paid on the company’s stock; they give the holder the same economic benefit as owning the shares without transferring actual shares—often paid in cash or additional award units when the award becomes payable. Investors care because these payments affect a company’s compensation costs, cash flow and potential share dilution, and they signal how management is being rewarded and aligned with shareholders.
revocable trust financial
"direct_or_indirect": "I","nature_of_ownership": "Through Revocable Trust""
A revocable trust is a legal arrangement where the person who creates it keeps control and can change or cancel the trust at any time, while naming who will manage and receive the assets later. Think of it like a flexible folder for your investments and property that can be relabeled or reworked as circumstances change; it matters to investors because it determines how ownership is recorded, how easily assets transfer on incapacity or death, and whether holdings bypass public probate proceedings.
grant, award, or other acquisition financial
"transaction_code_description": "Grant, award, or other acquisition""
settlement deferred financial
"vested upon grant with settlement deferred until the later of termination of service"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did Wells Fargo (WFC) director Ronald Sargent report on this Form 4?
Ronald Sargent reported a grant of 3,436 Common Stock Units as director compensation. These units give him the right to receive an equal number of Wells Fargo common shares, with settlement deferred until after his board service ends or a later elected date.
How many Wells Fargo Common Stock Units were granted to Ronald Sargent?
Ronald Sargent was granted 3,436 Common Stock Units at a reference price of $81.50 per unit. The units vested upon grant, and each unit represents one share of Wells Fargo common stock, with delivery deferred until after his service as a director.
What are Ronald Sargent’s total Wells Fargo Common Stock Unit holdings after this grant?
After the grant, Ronald Sargent holds 17,851.9647 Wells Fargo Common Stock Units directly. This total includes the newly awarded 3,436 units and dividend equivalents that have been reinvested in additional units over time, increasing his deferred stock-based compensation balance.
How does Ronald Sargent hold Wells Fargo common stock outside of stock units?
Beyond Common Stock Units, Ronald Sargent holds 18,050 Wells Fargo common shares indirectly through a revocable trust and 81 shares directly. These positions reflect his current direct and indirect ownership of Wells Fargo common stock reported in the filing.
AI-generated analysis. How Rhea-AI works. Not financial advice.
