Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
  
   
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

 Download
  Page 5 of 6
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
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   •       •      –    2023-02-05 4 D $47.58 $2,931,905 D/D (61,621) 421,825 0 -
WFC Wells Fargo & Co CEO & President   •       •      –    2022-10-21 4 D $44.83 $3,060,873 D/D (68,277) 372,018 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 -
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   •       –      –    2006-07-01 4 D $42.50 $3,657,247 D/D (86,063) 655,703 -
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   •       –      –    2007-01-18 4 A $48.25 $4,000,022 D/D 82,902 732,624 0 -
V Visa Inc CHIEF EXECUTIVE OFFICER   •       •      –    2015-11-19 4 D $80.15 $4,196,013 D/D (52,352) 233,844 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   •       •      –    2020-03-13 4 B $28.69 $4,963,370 D/D 173,000 176,916 2.81 %
WFC Wells Fargo & Co CEO & President   •       •      –    2023-03-15 4 D $38.85 $5,158,692 D/D (132,785) 529,476 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       –      –    2008-01-22 4 A $39.83 $5,750,018 D/D 144,364 844,661 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       –      –    2009-07-23 4 OE $29.96 $5,872,160 D/D 196,000 1,240,830 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       –      –    2011-01-25 4 OE $42.22 $5,941,621 D/D 140,730 1,152,231 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       –      –    2009-07-17 4 OE $29.96 $5,992,000 D/D 200,000 1,225,569 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 -
JPM JP Morgan Chase & Co Executive Vice President   •       –      –    2009-07-23 4 D $37.52 $6,575,943 D/D (175,265) 1,065,565 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       –      –    2009-07-17 4 D $36.69 $6,631,314 D/D (180,739) 1,044,830 0 -
JPM JP Morgan Chase & Co Executive Vice President   •       –      –    2006-04-26 4 OE $28.70 $9,514,260 D/D 318,600 1,007,949 -
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   •       –      –    2006-04-26 4 D $42.22 $11,250,617 D/D (266,476) 741,473 -
JPM JP Morgan Chase & Co Executive Vice President   •       –      –    2008-02-01 4 OE $24.95 $23,193,520 D/D 929,600 1,741,290 0 -
V Visa Inc CHIEF EXECUTIVE OFFICER   •       •      –    2016-10-28 4 OE $36.41 $30,956,459 D/D 772,912 1,006,756 0 -
  127  Records found
  1   2   3   4   5  6      
  Page 5 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
 
 
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us