| |
| |
|
| 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 |
$360,943,728 |
|
|
|
Indirect Value
|
$1,189,880 |
|
|
| Total
Shares |
2,453,238 |
|
|
| Total
Value |
$362,133,608 |
|
|
|
|
|
|
|
|
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 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 |
• – – |
2010-04-15 |
4 |
GD |
$0.00 |
$0 |
D/D |
25,000 |
990,543 |
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 |
- |
|
| 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 |
- |
|
| BK |
Bank of New York Mellon C... |
Chief Executive Officer |
• • – |
2017-07-17 |
4 |
A |
$0.00 |
$0 |
D/D |
36,740 |
36,740 |
0 |
- |
|
| WFC |
Wells Fargo & Co |
CEO & President |
• • – |
2022-02-05 |
4 |
D |
$56.33 |
$2,261,741 |
D/D |
(40,152) |
316,668 |
0 |
- |
|
| V |
Visa Inc |
CHIEF EXECUTIVE OFFICER |
• • – |
2016-11-30 |
4 |
D |
$77.32 |
$3,786,515 |
D/D |
(48,972) |
272,940 |
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 |
• – – |
2011-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
51,322 |
1,066,424 |
0 |
- |
|
| V |
Visa Inc |
CHIEF EXECUTIVE OFFICER |
• • – |
2015-11-19 |
4 |
D |
$80.15 |
$4,196,013 |
D/D |
(52,352) |
233,844 |
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 |
- |
|
| 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 |
• • – |
2020-10-21 |
4 |
D |
$22.70 |
$1,441,016 |
D/D |
(63,481) |
232,715 |
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 |
• • – |
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 |
- |
|
| JPM |
JP Morgan Chase & Co |
Executive Vice President |
• – – |
2005-01-20 |
4 |
A |
$0.00 |
$0 |
D/D |
70,057 |
623,685 |
|
- |
|
| 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 |
• • – |
2022-02-05 |
4 |
OE |
$0.00 |
$0 |
D/D |
72,606 |
356,820 |
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 |
• – – |
2006-01-19 |
4 |
A |
$0.00 |
$0 |
D/D |
80,491 |
704,265 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Executive Vice President |
• – – |
2007-01-18 |
4 |
A |
$48.25 |
$4,000,022 |
D/D |
82,902 |
732,624 |
0 |
- |
|
| BK |
Bank of New York Mellon C... |
Chairman & CEO |
• • – |
2019-02-11 |
4 |
A |
$0.00 |
$0 |
D/D |
85,152 |
308,792 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Executive Vice President |
• – – |
2006-07-01 |
4 |
D |
$42.50 |
$3,657,247 |
D/D |
(86,063) |
655,703 |
|
- |
|
| WFC |
Wells Fargo & Co |
CEO & President |
• • – |
2024-02-05 |
4 |
D |
$48.70 |
$4,303,855 |
D/D |
(88,375) |
658,030 |
0 |
- |
|
| V |
Visa Inc |
CHIEF EXECUTIVE OFFICER |
• • – |
2012-11-19 |
4 |
A |
$0.00 |
$0 |
D/D |
89,255 |
89,255 |
0 |
- |
|
127 Records found
|
|
Page 4 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 |
| |
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