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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
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0
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Stock
price went up :
|
0
|
0
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Stock
price went down : |
1
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0
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Gain/Loss Ratio : |
-1.0
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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 |
2024-01-31 |
43,793 |
2024-01-31 |
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* |
|
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 4 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
|
|
|
3m +/- |
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|
Form |
WFC |
Wells Fargo & Co |
CEO & President |
|
2024-02-05 |
4 |
OE |
$0.00 |
$0 |
D/D |
159,807 |
682,908 |
0 |
- |
|
WFC |
Wells Fargo & Co |
CEO & President |
|
2024-03-05 |
4 |
OE |
$0.00 |
$0 |
D/D |
316,864 |
974,894 |
0 |
- |
|
WFC |
Wells Fargo & Co |
CEO & President |
|
2019-10-21 |
4 |
D |
$50.46 |
$2,372 |
D/D |
(47) |
3,916 |
0 |
- |
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TRV |
Travelers Companies Inc |
Director |
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2005-04-01 |
4 |
A |
$36.73 |
$12,500 |
D/D |
340 |
8,887 |
|
- |
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TRV |
Travelers Companies Inc |
Director |
|
2005-07-01 |
4 |
A |
$39.53 |
$12,500 |
D/D |
316 |
10,637 |
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- |
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TRV |
Travelers Companies Inc |
Director |
|
2004-07-28 |
4 |
A |
$37.40 |
$50,000 |
D/D |
1,337 |
8,491 |
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- |
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TRV |
Travelers Companies Inc |
Director |
|
2005-05-03 |
4 |
A |
$35.98 |
$50,012 |
D/D |
1,390 |
10,277 |
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- |
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JPM |
JP Morgan Chase & Co |
Executive Vice President |
|
2005-01-18 |
4 |
D |
$37.81 |
$233,930 |
D/D |
(6,187) |
553,628 |
|
- |
|
BK |
Bank of New York Mellon C... |
Chairman & CEO |
|
2019-02-15 |
4 |
S |
$52.99 |
$247,675 |
D/D |
(4,674) |
304,118 |
0 |
- |
|
JPM |
JP Morgan Chase & Co |
Executive Vice President |
|
2007-01-16 |
4 |
D |
$48.08 |
$289,634 |
D/D |
(6,024) |
649,722 |
0 |
- |
|
JPM |
JP Morgan Chase & Co |
officerTitle |
|
2006-01-21 |
4 |
D |
$38.05 |
$568,467 |
D/D |
(14,940) |
689,325 |
|
- |
|
JPM |
JP Morgan Chase & Co |
Executive Vice President |
|
2007-01-25 |
4 |
D |
$50.27 |
$771,293 |
D/D |
(15,343) |
700,276 |
0 |
- |
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JPM |
JP Morgan Chase & Co |
Executive Vice President |
|
2007-01-20 |
4 |
D |
$48.54 |
$825,423 |
D/D |
(17,005) |
715,619 |
0 |
- |
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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 |
- |
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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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V |
Visa Inc |
CHIEF EXECUTIVE OFFICER |
|
2016-11-19 |
4 |
D |
$80.82 |
$1,433,585 |
D/D |
(17,738) |
228,062 |
0 |
- |
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WFC |
Wells Fargo & Co |
CEO & President |
|
2020-10-21 |
4 |
D |
$22.70 |
$1,441,016 |
D/D |
(63,481) |
232,715 |
0 |
- |
|
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 |
- |
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V |
Visa Inc |
CHIEF EXECUTIVE OFFICER |
|
2013-11-19 |
4 |
D |
$197.39 |
$1,904,616 |
D/D |
(9,649) |
73,534 |
0 |
- |
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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 |
- |
|
V |
Visa Inc |
CHIEF EXECUTIVE OFFICER |
|
2012-11-19 |
4 |
D |
$145.65 |
$1,979,675 |
D/D |
(13,592) |
75,663 |
0 |
- |
|
WFC |
Wells Fargo & Co |
CEO & President |
|
2022-02-05 |
4 |
D |
$56.33 |
$2,261,741 |
D/D |
(40,152) |
316,668 |
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 |
- |
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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 |
- |
|
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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127 Records found
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Page 4 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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