Last filing: Sep 8, 2026. Most recent purchase on record: Mar 13, 2020.
Pattern
What the filings show, past 12 months. Nothing here rates or predicts.
- Sold in 0 of the 13 calendar months from Oct 2025 to Oct 2026.
- No sale on record before this period.
Roles from filings
Every company we track where this person has filed, newest filing first.
| Company | Title | First filing | Latest filing |
|---|---|---|---|
| Microsoft (MSFT) | Director | Oct 3, 2014 | Sep 8, 2026 |
| Wells Fargo (WFC) | Chairman and CEO, Director | Oct 23, 2019 | Mar 9, 2026 |
| BNY Mellon (BNY) | Former Chairman & CEO, Director | Jul 19, 2017 | Feb 20, 2019 |
| Visa Inc. (V) | Former Chief Executive Officer, Director | Nov 9, 2012 | Dec 2, 2016 |
| JPMorgan Chase (JPM) | Former Executive Vice President | Jul 2, 2004 | Jan 26, 2011 |
| Travelers Companies (TRV) | Former Director | Apr 5, 2004 | Jul 6, 2005 |
Also a director at
Wells Fargo (WFC), BNY Mellon (BNY) (no filing in the last 18 months), Visa Inc. (V) (no filing in the last 18 months), Travelers Companies (TRV) (no filing in the last 18 months)
Recent filings
The last 5 days with transactions, newest first, one line per trade date. Each number links to an SEC filing.
- Sep 5, 2026, Microsoft: 125 shares awarded. 1 filing: 1
- Jun 5, 2026, Microsoft: 149 shares awarded. 1 filing: 1
- Mar 5, 2026, Wells Fargo: 379,767 shares vested; 210,011 shares withheld by the company for taxes. 1 filing: 1
- Feb 5, 2026, Wells Fargo: 128,238 shares vested or acquired by exercising options; 66,292 shares withheld by the company for taxes. 1 filing: 1
- Jan 30, 2026, Microsoft: 145 shares awarded. 1 filing: 1
This page shows only what this person reported on SEC ownership filings. See the methodology. Spotted something wrong? Report an error.