Wells Fargo & Company

Leadership & Staff

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Shoar Hassan Banker

• Senior Vice President of Global Financial Institutions (May '12→?)

ALAN CHARLES PARKER

• Position

AMANDA G. NORTON

• Position

DEREK A. FLOWERS

• Position

JONATHAN G. WEISS

• Position

JULIE SCAMMAHORN

• Position

SAUL VAN BEURDEN

• Position

Michael L. Barrett Head of Strategy, Innovation and Global Transformation for Wells Fargo Bank, Corporate & Investment Banking - International

• Senior Vice President (Sep '19→?)*

Karen Woodruff VP, Corporate Philanthropy and Community Relations Wells Fargo

• Vice President of Corporate Philanthropy + Community Relations

Maribel Castaneda-Sargent Wells Fargo Regional Services Manager

• Regional Services Manager, Greater Bay Region ('97→?)*

Owners

Berkshire Hathaway Inc. Holding company headquartered in Omaha, Nebraska

• Institutional investor*

Capital World Investors A privately owned investment manager. A DIVISION OF CAPITAL RESEARCH AND MANAGEMENT COMPANY

• Institutional investor

Fidelity Management & Research Company privately owned investment manager

• Institutional investor

Davis Selected Advisers, L.P. Independent money management firm that offers investment advisory services

• Institutional investor

Vanguard Group Inc One of the world's largest investment management companies

• Institutional investor

State Street Corporation Financial Services Provider. World's third largest institutional investor

• Institutional investor

Bank of New York Mellon Huge banking and financial services holding company

• Institutional investor

JPMorgan Chase & Co. A multinational banking corporation | World's largest public company

• Institutional investor

GARDNER RUSSO & GARDNER LLC

• Institutional investor

Board Members

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CELESTE A. CLARK

• Board Member

Celeste A Clark Abraham Clark Consulting LLC,; retired Kellogg executive

• Board Member ('18→?)

Juan Pujadas

• Board Member

Maria R Morris Executive Vice President, MetLife Inc.

• Board Member

John S Chen Chairman and CEO of Sybase

• Director ('06→?)

Donald M James CEO of Vulcan Materials

• Independent Director (?→'15) [+1]

• Director (Jan 1 '09→?)

RONALD L. SARGENT

• Board Member

Charles William Scharf

• Board Member

Suzanne M Vautrinot

• Board Member (Feb '15→?) [+1]

• Independent Director (?→'15)

James H Quigley

• Independent Director (?→'15) [+1]

• Board Member (Oct '13→?)

Donors

Los Angeles Police Foundation

• Donation*

Donations

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Teach for America Leadership training & short term K12 teaching program oriented around districts with poverty

• Grant · 15,000,000 USD

Expanding Black Business Credit Initiative

• grant · 13,500,000 USD

Brookings Institution Major Washington think tank

• Donation · 25,000 USD (Jul 1 '11→Jun 1 '12)

UP Partnership Texas Strive Chapter

• Donation/Grant (past)

GLSEN

• Donation/Grant

The Trust for Public Land

• Donation/Grant

Atlanta Land Trust Atlanta affordable housing

• Donation/Grant

NeighborWorks America Affordable Housing Developer

• Donation/Grant

United Way of Salt Lake City

• Donation/Grant

Enterprise Community National nonprofit that addresses America's affordable housing crisis

• Donation/Grant

Holdings

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General Dynamics Corporation Manufactures components, parts, systems for military and commercial aircraft

• Owner*; percent stake: 2%

Raytheon Company Defense contractor; merged with UTC. Surviving company exists as a subsidiary of the renamed UTC, company, Raytheon Technologies

• Owner*; percent stake: 1%

Lockheed Martin Corporation Defense, aeronautics, and systems engineering company

• Owner*; percent stake: 1%

Wells Fargo Regional Foundation "supporting the revitalization of low-income communities located in New Jersey, Delaware, and eastern Pennsylvania."

• Child Organization

Energy Transfer LP Investments in the limited and general partner interests in ETP, Regency and Lake Charles LNG

• Major stock holder (Sep 30 '16→?)

Western Asset Inflation-Linked Opportunities & Income Fund Mutual fund

• Owner

University District Parking Association The University District Parking Association in Seattle, WA. UDPA is the second largest landholder in Seattle's University District Upzone area as of May 2017.

• Owner

Hill International American construction consulting firm

• Owner

Energy Transfer Partners, L.P. Pipeline company formed from merger of Sunoco Logistics Partners LP & Energy Transfer Partners LP

• Owner [+2]

• Major stock holder (Sep 30 '16→?)

• Major stock holder (Sep 30 '16→?)

MERSCORP, Inc Set up by the banking industry to rapidly package and sell mortgages as securities.

• Shareholder

Child Organizations

Abbot Downing Wells Fargo subsidiary serving ultra-high net worth market

• Child Org

Wells Fargo Housing Foundation grants to support low-income home ownership

• Child Org

Wells Fargo Insurance, Inc.

• Child Org

Wells Fargo Bank, National Association Commercial bank

• Child Org

Everen Capital Corporation

• Child Org

Wells Capital Management Inc. a multi-boutique asset management firm

• Child Org

Wells Fargo Advisors formerly Wachovia Securities, now a subsidiary of Wells Fargo & Company

• Child Org

ATC Realty, Inc Subsidiary of Wells Fargo Bank

• Child Org

Wachovia Corporation Financial services / banking

• Child Org

Foothill Capital Asset-based corporate lender acquired by Northwest Corp in 1995

• Child Org

Members

Mike Cross Treasurer

• Member

Memberships

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The Coalition of Collective Investment Trusts Group of fund sponsors and money managers

• Member

Health Action Alliance

• Member

Business Coalition for the Equality Act Over 400+ U.S. corporations support for HR5

• Member

Financial Health Network

• Member

Chief Executives for Corporate Purpose Corporate social impact organization

• Member

FIDO Alliance

• Member

Hudson Yards Development Corporation spearheads the implementation of the City’s Hudson Yards development

• Tenant ('19→?)*

Chamber of Digital Commerce

• Member

Breakthrough Energy Coalition

• Member

Better Identity Coalition

• Member

Services & Transactions

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U.S. Department of the Treasury

• bailout agency · 25,000,000,000 USD

Aramark Corporation Food, hospitality, and facility management services

• Service/Transaction · 1,000,000,000 USD (May 31 '16→?)

KPMG LLP One of the "Big Four" US accounting firms

• auditing firm · 34,308,000 USD ('10)* [+1]

• auditing firm

Doremus Theodore

• Lobbying Firm · 2,020,000 USD ('01→'08)

Ted Doremus Bank lobbyist

• Hired Lobbyist · 1,622,000 USD ('07→?)

Davis Polk & Wardwell LLP Washington, DC law firm

• Lobbying Firm · 740,000 USD ('99→'03)

Kilpatrick Stockton LLP Law Firm

• Lobbying Firm · 520,000 USD ('05→'07)

Chesapeake Enterprises

• Lobbying Firm · 30,000 USD ('08)

Hogan & Hartson LLP

• Lobbying Firm ('99)

North South Government Strategies Lobbying firm

• Service/Transaction

Lobbying

U.S. Department of the Treasury

• Direct Lobbying ('99→'07)

US Senate upper house of the United States Congress

• Direct Lobbying ('99→'08)

US House of Representatives lower house of the United States Congress

• Direct Lobbying ('99→'08)

Federal Communications Commission regulates communications by radio, television, wire, satellite, and cable

• Direct Lobbying ('06→'08)

U.S. Department of Housing and Urban Development HUD's mission is to create strong, sustainable, inclusive communities and quality affordable homes for all. HUD's vision is to improve lives and strengthen communities to deliver on America's dreams.

• Direct Lobbying ('99→'07)

Federal Highway Administration USDOT highway agency

• Direct Lobbying ('07)

US Department of Commerce

• Direct Lobbying ('07)

Office of the Comptroller of the Currency Federal regulatory agency

• Direct Lobbying ('99)

Miscellaneous Relationships

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The Shareholder Commons

• Affiliation

Better Housing Coalition

• Affiliation

Export Import Bank

• supported by

Oberfeld vs. Hodges marriage equality ruling

• supported by

National Urban League Civil Rights Organization

• Affiliation

2018 AK Proposition 1 2018 Alaska bathroom bill

• opposed by

2016 South Dakota bathroom bill

• opposed by

Expect More Arizona

• Affiliation

Lifetrack

• Affiliation

A+ Education Partnership

• Affiliation