| Filed | As-Of/On | Form | Fullname | Symbol | Country | Industry | Shares | Activity | Shares Change | Shares Pct. Change | Hypothetical Old Value | Hypothetical New Value | Hypothetical Value Chg. | Hypothetical Return | Hypothetical Results |
Director |
Other |
Ten Pct |
Officer |
Officer Title |
History |
|---|
| 2010-02-16 | 2009-12-31 | 13F-HR | Optionsxpress Holdings Inc | OXPS | US | Finance-Invest Bnkr/Brkr | 122,759 | Added More | 65,151 | 113.09 % | $1,848,751 | $2,020,613 | $171,863 | 9.29 % | $91,211 | | | | | | History of Wells Fargo And Co Ownership Of Optionsxpress Holdings Inc |
| 2009-11-17 | 2009-09-30 | 13F-HR | Optionsxpress Holdings Inc | OXPS | US | Finance-Invest Bnkr/Brkr | 57,608 | Added More | 7,868 | 15.81 % | $943,619 | $948,228 | $4,609 | 0.48 % | $629 | | | | | | History of Wells Fargo And Co Ownership Of Optionsxpress Holdings Inc |
| 2009-08-28 | 2009-06-30 | 13F-HR/A | Optionsxpress Holdings Inc | OXPS | US | Finance-Invest Bnkr/Brkr | 49,740 | Sold Some | -733 | -1.45 % | $835,135 | $818,720 | $-16,414 | -1.96 % | $242 | | | | | | History of Wells Fargo And Co Ownership Of Optionsxpress Holdings Inc |
| 2009-05-04 | 2009-03-31 | 13F-HR | Optionsxpress Holdings Inc | OXPS | US | Finance-Invest Bnkr/Brkr | 50,473 | Sold Some | -18,902 | -27.24 % | $829,776 | $830,786 | $1,009 | 0.12 % | $-378 | | | | | | History of Wells Fargo And Co Ownership Of Optionsxpress Holdings Inc |
| 2009-02-27 | 2008-12-31 | 13F-HR/A | Optionsxpress Holdings Inc | OXPS | US | Finance-Invest Bnkr/Brkr | 69,375 | Added More | 40,559 | 140.75 % | $684,731 | $1,141,913 | $457,181 | 66.76 % | $267,284 | | | | | | History of Wells Fargo And Co Ownership Of Optionsxpress Holdings Inc |
| 2008-11-14 | 2008-09-30 | 13F-HR | Optionsxpress Holdings Inc | OXPS | US | Finance-Invest Bnkr/Brkr | 28,816 | Added More | 119 | 0.41 % | $438,580 | $474,311 | $35,732 | 8.14 % | $148 | | | | | | History of Wells Fargo And Co Ownership Of Optionsxpress Holdings Inc |
| 2008-08-13 | 2008-06-30 | 13F-HR | Optionsxpress Holdings Inc | OXPS | US | Finance-Invest Bnkr/Brkr | 28,697 | Sold Some | -1,370 | -4.55 % | $696,763 | $472,353 | $-224,411 | -32.20 % | $10,713 | | | | | | History of Wells Fargo And Co Ownership Of Optionsxpress Holdings Inc |
| 2008-05-15 | 2008-03-31 | 13F-HR | Optionsxpress Holdings Inc | OXPS | US | Finance-Invest Bnkr/Brkr | 30,067 | Sold Some | -509 | -1.66 % | $664,180 | $494,903 | $-169,277 | -25.48 % | $2,866 | | | | | | History of Wells Fargo And Co Ownership Of Optionsxpress Holdings Inc |
| 2008-02-14 | 2007-12-31 | 13F-HR | Optionsxpress Holdings Inc | OXPS | US | Finance-Invest Bnkr/Brkr | 30,576 | Sold Some | -1,818 | -5.61 % | $784,274 | $503,281 | $-280,993 | -35.82 % | $16,707 | | | | | | History of Wells Fargo And Co Ownership Of Optionsxpress Holdings Inc |
| 2007-11-13 | 2007-09-30 | 13F-HR | Optionsxpress Holdings Inc | OXPS | US | Finance-Invest Bnkr/Brkr | 32,394 | Added More | 31,014 | 2247.39 % | $952,708 | $533,205 | $-419,502 | -44.03 % | $-401,631 | | | | | | History of Wells Fargo And Co Ownership Of Optionsxpress Holdings Inc |
| 2007-08-08 | 2007-06-30 | 13F-HR | Optionsxpress Holdings Inc | OXPS | US | Finance-Invest Bnkr/Brkr | 1,380 | Sold Some | -7,960 | -85.22 % | $35,894 | $22,715 | $-13,179 | -36.71 % | $76,018 | | | | | | History of Wells Fargo And Co Ownership Of Optionsxpress Holdings Inc |
| 2007-05-16 | 2007-03-31 | 13F-HR/A | Optionsxpress Holdings Inc | OXPS | US | Finance-Invest Bnkr/Brkr | 9,340 | Sold Some | -3,924 | -29.58 % | $217,809 | $153,736 | $-64,072 | -29.41 % | $26,919 | | | | | | History of Wells Fargo And Co Ownership Of Optionsxpress Holdings Inc |
| 2007-02-12 | 2006-12-31 | 13F-HR | Optionsxpress Holdings Inc | OXPS | US | Finance-Invest Bnkr/Brkr | 13,264 | Sold Some | -2,768 | -17.26 % | $319,662 | $218,325 | $-101,337 | -31.70 % | $21,148 | | | | | | History of Wells Fargo And Co Ownership Of Optionsxpress Holdings Inc |
| 2006-11-03 | 2006-09-30 | 13F-HR | Optionsxpress Holdings Inc | OXPS | US | Finance-Invest Bnkr/Brkr | 16,032 | Sold Some | -861,843 | -98.17 % | $489,457 | $263,887 | $-225,570 | -46.08 % | $12,126,131 | | | | | | History of Wells Fargo And Co Ownership Of Optionsxpress Holdings Inc |
| 2006-08-22 | 2006-06-30 | 13F-HR/A | Optionsxpress Holdings Inc | OXPS | US | Finance-Invest Bnkr/Brkr | 877,875 | Sold Some | -544,530 | -38.28 % | $22,903,759 | $14,449,823 | $-8,453,936 | -36.91 % | $5,243,824 | | | | | | History of Wells Fargo And Co Ownership Of Optionsxpress Holdings Inc |
| 2006-05-12 | 2006-03-31 | 13F-HR | Optionsxpress Holdings Inc | OXPS | US | Finance-Invest Bnkr/Brkr | 1,422,405 | Sold Some | -35,026 | -2.40 % | $43,497,145 | $23,412,786 | $-20,084,359 | -46.17 % | $494,567 | | | | | | History of Wells Fargo And Co Ownership Of Optionsxpress Holdings Inc |
| 2006-02-13 | 2005-12-31 | 13F-HR | Optionsxpress Holdings Inc | OXPS | US | Finance-Invest Bnkr/Brkr | 1,457,431 | Sold Some | -519,605 | -26.28 % | $42,935,917 | $23,989,314 | $-18,946,603 | -44.12 % | $6,754,865 | | | | | | History of Wells Fargo And Co Ownership Of Optionsxpress Holdings Inc |
| 2005-12-02 | 2005-09-30 | 13F-HR/A | Optionsxpress Holdings Inc | OXPS | US | Finance-Invest Bnkr/Brkr | 1,977,036 | Added More | 1,434,736 | 264.56 % | $49,821,307 | $32,542,013 | $-17,279,295 | -34.68 % | $-12,539,593 | | | | | | History of Wells Fargo And Co Ownership Of Optionsxpress Holdings Inc |
| 2005-08-10 | 2005-06-30 | 13F-HR | Optionsxpress Holdings Inc | OXPS | US | Finance-Invest Bnkr/Brkr | 542,300 | New Holding | 542,300 | 100 % | $9,143,178 | $8,926,258 | $-216,920 | -2.37 % | $-216,920 | | | | | | History of Wells Fargo And Co Ownership Of Optionsxpress Holdings Inc |