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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 |
2,447,085 |
|
Indirect Shares
|
6,153 |
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Direct
Value |
$366,741,682 |
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Indirect Value
|
$1,210,905 |
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Total
Shares |
2,453,238 |
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Total
Value |
$367,952,588 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
Total
Filings :
|
1
|
0
|
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%
|
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 |
2024-01-31 |
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* |
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Records found :
127 |
Free Registration Required For Full Results. Limit: 25
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|
Download |
Page 3 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 |
V |
Visa Inc |
Director |
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2009-11-05 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,035 |
8,675 |
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 |
- |
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V |
Visa Inc |
Director |
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2010-11-05 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,030 |
10,705 |
0 |
- |
|
V |
Visa Inc |
Director |
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2010-11-05 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,030 |
0 |
0 |
- |
|
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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MSFT |
Microsoft Corp |
Director |
|
2014-10-01 |
3/A |
IO |
$0.00 |
$0 |
I/I |
0 |
525 |
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- |
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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 |
- |
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MSFT |
Microsoft Corp |
Director |
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2015-01-30 |
4 |
A |
$0.00 |
$0 |
D/D |
928 |
24,807 |
0 |
- |
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MSFT |
Microsoft Corp |
Director |
|
2015-06-03 |
4 |
A |
$0.00 |
$0 |
D/D |
800 |
28,916 |
0 |
- |
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MSFT |
Microsoft Corp |
Director |
|
2015-09-03 |
4 |
A |
$0.00 |
$0 |
D/D |
862 |
29,778 |
0 |
- |
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MSFT |
Microsoft Corp |
Director |
|
2015-12-01 |
4 |
A |
$0.00 |
$0 |
D/D |
679 |
30,457 |
0 |
- |
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MSFT |
Microsoft Corp |
Director |
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2016-01-29 |
4 |
A |
$0.00 |
$0 |
D/D |
908 |
31,365 |
0 |
- |
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MSFT |
Microsoft Corp |
Director |
|
2016-06-02 |
4 |
A |
$0.00 |
$0 |
D/D |
952 |
32,317 |
0 |
- |
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MSFT |
Microsoft Corp |
Director |
|
2016-09-02 |
4 |
A |
$0.00 |
$0 |
D/D |
867 |
33,184 |
0 |
- |
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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 |
- |
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MSFT |
Microsoft Corp |
Director |
|
2017-11-28 |
4 |
A |
$0.00 |
$0 |
D/D |
589 |
36,750 |
0 |
- |
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MSFT |
Microsoft Corp |
Director |
|
2018-01-31 |
4 |
A |
$0.00 |
$0 |
D/D |
526 |
37,276 |
0 |
- |
|
MSFT |
Microsoft Corp |
Director |
|
2018-05-29 |
4 |
A |
$0.00 |
$0 |
D/D |
510 |
37,786 |
0 |
- |
|
MSFT |
Microsoft Corp |
Director |
|
2018-08-29 |
4 |
A |
$0.00 |
$0 |
D/D |
446 |
38,232 |
0 |
- |
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127 Records found
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Page 3 of 6 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
|
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 |
|
IO |
- Initital Ownership |
D |
- Disposed |
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