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Insider
Information: |
Scharf Charles W |
Relationship: |
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City: |
Chicago |
State: |
IL |
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Insider
Summary: |
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Companies Owned : |
6 |
|
Direct
Shares |
2,447,223 |
|
Indirect Shares
|
6,153 |
|
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Direct
Value |
$355,952,939 |
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Indirect Value
|
$1,181,639 |
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Total
Shares |
2,453,376 |
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Total
Value |
$357,134,579 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
Total
Filings :
|
1
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0
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Stock
price went up :
|
0
|
0
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Stock
price went down : |
1
|
0
|
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Gain/Loss Ratio : |
-1.0
|
0.0
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Percentage
Gain/Loss : |
-5.6%
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0.0%
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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 |
2024-06-07 |
43,931 |
2024-06-07 |
525 |
Premium* |
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Bank of New York Mellon Corp |
BK |
Chairman & CEO, Director |
2019-02-15 |
304,118 |
2019-02-15 |
525 |
Premium* |
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Wells Fargo & Co |
WFC |
|
2024-03-05 |
799,668 |
2024-03-05 |
507 |
Premium* |
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Records found :
128 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 2 of 6
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Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
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|
|
3m +/- |
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|
Form |
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 |
OE |
$29.96 |
$5,992,000 |
D/D |
200,000 |
1,225,569 |
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 |
|
2009-07-23 |
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 |
- |
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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 |
D |
$45.70 |
$3,454,085 |
D/D |
(75,590) |
1,014,953 |
0 |
- |
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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 |
- |
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V |
Visa Inc |
Director |
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2010-11-05 |
4 |
A |
$0.00 |
$0 |
D/D |
2,030 |
2,030 |
0 |
- |
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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 |
OE |
$0.00 |
$0 |
D/D |
2,030 |
10,705 |
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 |
|
2011-01-13 |
4 |
D |
$44.57 |
$2,447,918 |
D/D |
(54,923) |
1,011,501 |
0 |
- |
|
JPM |
JP Morgan Chase & Co |
Executive Vice President |
|
2011-01-25 |
4 |
D |
$44.85 |
$6,112,418 |
D/D |
(136,301) |
1,015,930 |
0 |
- |
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JPM |
JP Morgan Chase & Co |
Executive Vice President |
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2011-01-25 |
4 |
OE |
$42.22 |
$5,941,621 |
D/D |
140,730 |
1,152,231 |
0 |
- |
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V |
Visa Inc |
CHIEF EXECUTIVE OFFICER |
|
2012-11-19 |
4 |
A |
$0.00 |
$0 |
D/D |
89,255 |
89,255 |
0 |
- |
|
V |
Visa Inc |
CHIEF EXECUTIVE OFFICER |
|
2012-11-19 |
4 |
D |
$145.65 |
$1,979,675 |
D/D |
(13,592) |
75,663 |
0 |
- |
|
V |
Visa Inc |
CHIEF EXECUTIVE OFFICER |
|
2013-11-19 |
4 |
A |
$0.00 |
$0 |
D/D |
7,520 |
83,183 |
0 |
- |
|
V |
Visa Inc |
CHIEF EXECUTIVE OFFICER |
|
2013-11-19 |
4 |
D |
$197.39 |
$1,904,616 |
D/D |
(9,649) |
73,534 |
0 |
- |
|
V |
Visa Inc |
CHIEF EXECUTIVE OFFICER |
|
2014-11-19 |
4 |
A |
$0.00 |
$0 |
D/D |
9,005 |
71,549 |
0 |
- |
|
V |
Visa Inc |
CHIEF EXECUTIVE OFFICER |
|
2014-11-19 |
4 |
D |
$249.86 |
$2,745,961 |
D/D |
(10,990) |
62,544 |
0 |
- |
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128 Records found
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Page 2 of 6 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
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B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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