| |
| |
|
| 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 3 of 6
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| MSFT |
Microsoft Corp |
Director |
– • – |
2021-01-29 |
4 |
A |
$0.00 |
$0 |
D/D |
216 |
41,523 |
0 |
- |
|
| MSFT |
Microsoft Corp |
Director |
– • – |
2021-06-02 |
4 |
A |
$0.00 |
$0 |
D/D |
202 |
41,725 |
0 |
- |
|
| MSFT |
Microsoft Corp |
Director |
– • – |
2021-09-02 |
4 |
A |
$0.00 |
$0 |
D/D |
166 |
41,891 |
0 |
- |
|
| MSFT |
Microsoft Corp |
Director |
– • – |
2021-11-29 |
4 |
A |
$0.00 |
$0 |
D/D |
148 |
42,039 |
0 |
- |
|
| MSFT |
Microsoft Corp |
Director |
– • – |
2022-01-31 |
4 |
A |
$0.00 |
$0 |
D/D |
189 |
42,228 |
0 |
- |
|
| MSFT |
Microsoft Corp |
Director |
– • – |
2022-05-31 |
4 |
A |
$0.00 |
$0 |
D/D |
215 |
42,443 |
0 |
- |
|
| MSFT |
Microsoft Corp |
Director |
– • – |
2022-08-30 |
4 |
A |
$0.00 |
$0 |
D/D |
223 |
42,666 |
0 |
- |
|
| MSFT |
Microsoft Corp |
Director |
– • – |
2022-12-12 |
4 |
A |
$0.00 |
$0 |
D/D |
233 |
42,899 |
0 |
- |
|
| MSFT |
Microsoft Corp |
Director |
– • – |
2023-01-31 |
4 |
A |
$0.00 |
$0 |
D/D |
237 |
43,136 |
0 |
- |
|
| MSFT |
Microsoft Corp |
Director |
– • – |
2023-06-13 |
4 |
A |
$0.00 |
$0 |
D/D |
175 |
43,311 |
0 |
- |
|
| MSFT |
Microsoft Corp |
Director |
– • – |
2023-09-13 |
4 |
A |
$0.00 |
$0 |
D/D |
175 |
43,486 |
0 |
- |
|
| MSFT |
Microsoft Corp |
Director |
– • – |
2023-12-06 |
4 |
A |
$0.00 |
$0 |
D/D |
159 |
43,645 |
0 |
- |
|
| MSFT |
Microsoft Corp |
Director |
– • – |
2024-01-31 |
4 |
A |
$0.00 |
$0 |
D/D |
148 |
43,793 |
0 |
- |
|
| V |
Visa Inc |
CHIEF EXECUTIVE OFFICER |
• • – |
2014-11-19 |
4 |
D |
$249.86 |
$2,745,961 |
D/D |
(10,990) |
62,544 |
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 |
• • – |
2013-11-19 |
4 |
D |
$197.39 |
$1,904,616 |
D/D |
(9,649) |
73,534 |
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 |
• • – |
2012-11-19 |
4 |
A |
$0.00 |
$0 |
D/D |
89,255 |
89,255 |
0 |
- |
|
| WFC |
Wells Fargo & Co |
CEO & President |
• • – |
2020-03-13 |
4 |
B |
$28.69 |
$4,963,370 |
D/D |
173,000 |
176,916 |
2.81 |
% |
|
| V |
Visa Inc |
CHIEF EXECUTIVE OFFICER |
• • – |
2016-11-19 |
4 |
D |
$80.82 |
$1,433,585 |
D/D |
(17,738) |
228,062 |
0 |
- |
|
| WFC |
Wells Fargo & Co |
CEO & President |
• • – |
2020-10-21 |
4 |
D |
$22.70 |
$1,441,016 |
D/D |
(63,481) |
232,715 |
0 |
- |
|
| V |
Visa Inc |
CHIEF EXECUTIVE OFFICER |
• • – |
2015-11-19 |
4 |
D |
$80.15 |
$4,196,013 |
D/D |
(52,352) |
233,844 |
0 |
- |
|
| V |
Visa Inc |
CHIEF EXECUTIVE OFFICER |
• • – |
2016-10-28 |
4 |
S |
$82.65 |
$63,883,109 |
D/D |
(772,912) |
233,844 |
0 |
- |
|
| V |
Visa Inc |
CHIEF EXECUTIVE OFFICER |
• • – |
2016-11-19 |
4 |
OE |
$0.00 |
$0 |
D/D |
11,956 |
245,800 |
0 |
- |
|
127 Records found
|
|
Page 3 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 |
| |
|
|
|
|
|
