ROBERT L JOSS
CIK 1201271 · last filed 2014-02-20
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
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Disclosed Exposure
$528.70M
Companies
4
Total Filings
25
Lifetime Open-Market Net
$88.3K
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| CITIGROUP INC (CpP) Delisted | Director | 20,551 | — | — | $88.3K | 8 | 2014-02-20 |
| WFCpL | Director | 421,141 | $1165.05 | $490.65M | $0 | 3 | 2009-07-08 |
| A | Director | 20,607 | $126.67 | $2.61M | $0 | 11 | 2009-03-16 |
| WFC | Director | 421,234 | $84.13 | $35.44M | $0 | 3 | 2008-04-30 |
Recent Filings · Page 2 of 3
25 filingsInsider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2009-03-16 | A | Grant (A) | +10,840 | $149.7K | EDGAR |
| 2009-01-15 | WFCpL | Gift (G) | −3,255 | $0 | EDGAR |
| 2008-12-03 | A | Grant (A) | +1,086 | $18.8K | EDGAR |
| 2008-11-20 | A | Grant (A) | — | $0 | EDGAR |
| 2008-09-04 | A | Grant (A) | +543 | $18.8K | EDGAR |
| 2008-06-04 | A | Grant (A) | +508 | $18.7K | EDGAR |
| 2008-04-30 | WFC | Grant (A) | — | $0 | EDGAR |
| 2008-03-05 | A | Grant (A) | +2,945 | $90.5K | EDGAR |
| 2007-12-05 | A | Grant (A) | +430 | $16.3K | EDGAR |
| 2007-11-21 | A | Grant (A) | — | $0 | EDGAR |
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.