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Insider Information:   Scharf Charles W
Relationship:  
City:   Chicago
State:   IL
   
Insider Summary:
  
   
Companies Owned :   6    
Direct Shares   2,447,085    

Indirect Shares

   6,153      
Direct Value   $366,741,682    

Indirect Value

   $1,210,905      
Total Shares   2,453,238      
Total Value   $367,952,588      


Travelers Companies Inc $2,294,185 JP Morgan Chase & Co $205,857,896 Visa Inc $74,365,232 Microsoft Corp $18,179,788 Bank of New York Mellon Corp $18,128,474 Wells Fargo & Co $47,916,107 Travelers Companies Inc $2,294,185 JP Morgan Chase & Co $205,857,896 Visa Inc $74,365,232 Microsoft Corp $18,179,788 Bank of New York Mellon Corp $18,128,474 Wells Fargo & Co $47,916,107
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    1   
    0    

     Stock price went up :
    0   
    0    
     Stock price went down :
    1   
    0    
   
     Gain/Loss Ratio :
   -1.0   
   0.0   
     Percentage Gain/Loss :
   -5.6%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Travelers Companies Inc TRV Director 2005-07-01 10,636 2004-07-28 0    Premium*  
            JP Morgan Chase & Co JPM Executive Vice President 2011-01-25 1,015,930 2011-01-25 4,596    Premium*  
            Visa Inc V CHIEF EXECUTIVE OFFICE... 2016-11-30 272,940 2008-03-18 0    Premium*  
            Microsoft Corp MSFT Director 2024-01-31 43,793 2024-01-31 525    Premium*  
            Bank of New York Mellon Corp BK Chairman & CEO, Director 2019-02-15 304,118 2019-02-15 525    Premium*  
            Wells Fargo & Co WFC 2024-03-05 799,668 2024-03-05 507    Premium*  
* Premium Members only  

Records found :    127         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 6
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
JPM JP Morgan Chase & Co Executive Vice President   •       –      –    2008-01-25 4 D $44.53 $1,468,034 D/D (32,971) 811,690 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       –      –    2008-02-01 4 D $47.80 $32,497,589 D/D (679,937) 1,061,353 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       –      –    2008-02-01 4 OE $24.95 $23,193,520 D/D 929,600 1,741,290 0 -
V Visa Inc Director   –       •      –    2008-03-18 4 A $0.00 $0 D/D 3,682 3,682 0 -
V Visa Inc Director   –       •      –    2008-12-16 4 A $0.00 $0 D/D 5,916 6,640 0 -
V Visa Inc Director   –       •      –    2008-12-16 4 OE $0.00 $0 D/D 2,958 0 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       –      –    2009-01-25 4 D $23.20 $830,010 D/D (35,784) 1,025,569 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       –      –    2009-07-17 4 D $36.69 $6,631,314 D/D (180,739) 1,044,830 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       –      –    2009-07-17 4 OE $29.96 $5,992,000 D/D 200,000 1,225,569 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       –      –    2009-07-23 4 D $37.52 $6,575,943 D/D (175,265) 1,065,565 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       –      –    2009-07-23 4 OE $29.96 $5,872,160 D/D 196,000 1,240,830 0 -
V Visa Inc Director   –       •      –    2009-11-05 4 A $0.00 $0 D/D 2,035 2,035 0 -
V Visa Inc Director   –       •      –    2009-11-05 4 OE $0.00 $0 D/D 2,035 6,640 0 -
V Visa Inc Director   –       •      –    2009-11-05 4 OE $0.00 $0 D/D 2,035 8,675 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       –      –    2010-01-25 4 D $39.37 $1,972,905 D/D (50,118) 1,015,493 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       –      –    2010-04-15 4 GD $0.00 $0 D/D 25,000 990,543 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       –      –    2010-04-21 4 OE $24.95 $2,495,000 D/D 100,000 1,090,543 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       –      –    2010-04-21 4 D $45.70 $3,454,085 D/D (75,590) 1,014,953 0 -
V Visa Inc Director   –       •      –    2010-11-05 4 OE $0.00 $0 D/D 2,030 10,705 0 -
V Visa Inc Director   –       •      –    2010-11-05 4 OE $0.00 $0 D/D 2,030 0 0 -
V Visa Inc Director   –       •      –    2010-11-05 4 A $0.00 $0 D/D 2,030 2,030 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       –      –    2011-01-13 4 D $44.57 $2,447,918 D/D (54,923) 1,011,501 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       –      –    2011-01-13 4 OE $0.00 $0 D/D 51,322 1,066,424 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       –      –    2011-01-25 4 D $44.85 $6,112,418 D/D (136,301) 1,015,930 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       –      –    2011-01-25 4 OE $42.22 $5,941,621 D/D 140,730 1,152,231 0 -
  127  Records found
  1   2  3   4   5   6      
  Page 2 of 6  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed
 
 
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