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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      


Travelers Companies Inc $2,294,185 JP Morgan Chase & Co $205,857,896 Visa Inc $74,365,232 Microsoft Corp $18,179,788 Bank of New York Mellon Corp $18,128,474 Wells Fargo & Co $47,916,107 Travelers Companies Inc $2,294,185 JP Morgan Chase & Co $205,857,896 Visa Inc $74,365,232 Microsoft Corp $18,179,788 Bank of New York Mellon Corp $18,128,474 Wells Fargo & Co $47,916,107
 


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*  
* Premium Members only  

Records found :    127         Free Registration Required For Full Results.    Limit: 25

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  Page 4 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   •       –      –    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 -
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 D $197.39 $1,904,616 D/D (9,649) 73,534 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   •       •      –    2015-11-19 4 D $80.15 $4,196,013 D/D (52,352) 233,844 0 -
V Visa Inc CHIEF EXECUTIVE OFFICER   •       •      –    2016-11-19 4 D $80.82 $1,433,585 D/D (17,738) 228,062 0 -
V Visa Inc CHIEF EXECUTIVE OFFICER   •       •      –    2016-11-30 4 D $77.32 $3,786,515 D/D (48,972) 272,940 0 -
WFC Wells Fargo & Co CEO & President   •       •      –    2019-10-21 4 D $50.46 $2,372 D/D (47) 3,916 0 -
WFC Wells Fargo & Co CEO & President   •       •      –    2020-10-21 4 D $22.70 $1,441,016 D/D (63,481) 232,715 0 -
WFC Wells Fargo & Co CEO & President   •       •      –    2021-10-21 4/A D $50.33 $3,489,645 D/D (69,335) 284,214 0 -
WFC Wells Fargo & Co CEO & President   •       •      –    2021-10-21 4 D $50.33 $3,506,053 D/D (69,661) 283,888 0 -
WFC Wells Fargo & Co CEO & President   •       •      –    2022-02-05 4 D $56.33 $2,261,741 D/D (40,152) 316,668 0 -
WFC Wells Fargo & Co CEO & President   •       •      –    2022-10-21 4 D $44.83 $3,060,873 D/D (68,277) 372,018 0 -
WFC Wells Fargo & Co CEO & President   •       •      –    2023-02-05 4 D $47.58 $2,931,905 D/D (61,621) 421,825 0 -
WFC Wells Fargo & Co CEO & President   •       •      –    2023-03-15 4 D $38.85 $5,158,692 D/D (132,785) 529,476 0 -
WFC Wells Fargo & Co CEO & President   •       •      –    2023-10-21 4 D $40.27 $2,829,348 D/D (70,259) 586,597 0 -
WFC Wells Fargo & Co CEO & President   •       •      –    2024-02-05 4 D $48.70 $4,303,855 D/D (88,375) 658,030 0 -
WFC Wells Fargo & Co CEO & President   •       •      –    2024-03-05 4 D $56.60 $9,917,788 D/D (175,226) 799,668 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       –      –    2010-04-15 4 GD $0.00 $0 D/D 25,000 990,543 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 -
BK Bank of New York Mellon C... Chief Executive OfficerOfficer   •       •      –    2017-07-17 3/A IO $0.00 $0 I/I 0 525 -
WFC Wells Fargo & Co CEO & PresidentOfficer   •       •      –    2019-10-21 3 IO $0.00 $0 I/I 0 103 -
WFC Wells Fargo & Co CEO & PresidentOfficer   •       •      –    2019-10-21 3 IO $0.00 $0 D/D 0 3,863 -
  127  Records found
  1   2   3   4  5   6      
  Page 4 of 6  
 
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  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
 
 
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