| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
127 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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 |
• – – |
2009-07-23 |
4 |
OE |
$29.96 |
$5,872,160 |
D/D |
196,000 |
1,240,830 |
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 |
D |
$45.70 |
$3,454,085 |
D/D |
(75,590) |
1,014,953 |
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 |
• – – |
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 |
- |
|
| MSFT |
Microsoft Corp |
Director |
– • – |
2014-10-01 |
3/A |
IO |
$0.00 |
$0 |
I/I |
0 |
525 |
|
- |
|
| MSFT |
Microsoft Corp |
Director |
– • – |
2014-10-01 |
3/A |
IO |
$0.00 |
$0 |
D/D |
0 |
3,112 |
|
- |
|
| MSFT |
Microsoft Corp |
Director |
– • – |
2014-12-02 |
4 |
A |
$0.00 |
$0 |
D/D |
464 |
3,576 |
0 |
- |
|
| MSFT |
Microsoft Corp |
Director |
– • – |
2015-01-28 |
4 |
B |
$42.34 |
$999,654 |
D/D |
23,612 |
27,188 |
2.39 |
- |
|
| MSFT |
Microsoft Corp |
Director |
– • – |
2015-01-30 |
4 |
A |
$0.00 |
$0 |
D/D |
928 |
24,807 |
0 |
- |
|
| MSFT |
Microsoft Corp |
Director |
– • – |
2015-06-03 |
4 |
A |
$0.00 |
$0 |
D/D |
800 |
28,916 |
0 |
- |
|
| MSFT |
Microsoft Corp |
Director |
– • – |
2015-09-03 |
4 |
A |
$0.00 |
$0 |
D/D |
862 |
29,778 |
0 |
- |
|
| MSFT |
Microsoft Corp |
Director |
– • – |
2015-12-01 |
4 |
A |
$0.00 |
$0 |
D/D |
679 |
30,457 |
0 |
- |
|
| MSFT |
Microsoft Corp |
Director |
– • – |
2016-01-29 |
4 |
A |
$0.00 |
$0 |
D/D |
908 |
31,365 |
0 |
- |
|
| MSFT |
Microsoft Corp |
Director |
– • – |
2016-06-02 |
4 |
A |
$0.00 |
$0 |
D/D |
952 |
32,317 |
0 |
- |
|
| MSFT |
Microsoft Corp |
Director |
– • – |
2016-09-02 |
4 |
A |
$0.00 |
$0 |
D/D |
867 |
33,184 |
0 |
- |
|
| MSFT |
Microsoft Corp |
Director |
– • – |
2016-11-29 |
4 |
A |
$0.00 |
$0 |
D/D |
819 |
34,003 |
0 |
- |
|
| MSFT |
Microsoft Corp |
Director |
– • – |
2017-01-31 |
4 |
A |
$0.00 |
$0 |
D/D |
773 |
34,776 |
0 |
- |
|
| MSFT |
Microsoft Corp |
Director |
– • – |
2017-05-30 |
4 |
A |
$0.00 |
$0 |
D/D |
710 |
35,486 |
0 |
- |
|
| MSFT |
Microsoft Corp |
Director |
– • – |
2017-08-30 |
4 |
A |
$0.00 |
$0 |
D/D |
675 |
36,161 |
0 |
- |
|
| MSFT |
Microsoft Corp |
Director |
– • – |
2017-11-28 |
4 |
A |
$0.00 |
$0 |
D/D |
589 |
36,750 |
0 |
- |
|
127 Records found
|
|
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 |
| |
|
|
|
|
|
