| |
| |
|
| 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 |
$360,868,097 |
|
|
|
Indirect Value
|
$1,188,593 |
|
|
| Total
Shares |
2,453,238 |
|
|
| Total
Value |
$362,056,690 |
|
|
|
|
|
|
|
|
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 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 & PresidentOfficer |
• • – |
2019-10-21 |
3/A |
IO |
$0.00 |
$0 |
D/D |
0 |
4,193 |
|
- |
|
| 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 |
|
- |
|
| 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 |
Director |
– • – |
2008-12-16 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,958 |
0 |
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 |
• – – |
2009-07-23 |
4 |
OE |
$29.96 |
$5,872,160 |
D/D |
196,000 |
1,240,830 |
0 |
- |
|
| V |
Visa Inc |
Director |
– • – |
2009-11-05 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,035 |
6,640 |
0 |
- |
|
| V |
Visa Inc |
Director |
– • – |
2009-11-05 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,035 |
8,675 |
0 |
- |
|
| 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 |
Director |
– • – |
2010-11-05 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,030 |
10,705 |
0 |
- |
|
| V |
Visa Inc |
Director |
– • – |
2010-11-05 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,030 |
0 |
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 |
- |
|
| 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 |
- |
|
| V |
Visa Inc |
CHIEF EXECUTIVE OFFICER |
• • – |
2016-10-28 |
4 |
OE |
$36.41 |
$30,956,459 |
D/D |
772,912 |
1,006,756 |
0 |
- |
|
| V |
Visa Inc |
CHIEF EXECUTIVE OFFICER |
• • – |
2016-11-19 |
4 |
OE |
$0.00 |
$0 |
D/D |
11,956 |
245,800 |
0 |
- |
|
| V |
Visa Inc |
CHIEF EXECUTIVE OFFICER |
• • – |
2016-11-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
93,850 |
321,912 |
0 |
- |
|
| WFC |
Wells Fargo & Co |
CEO & President |
• • – |
2020-10-21 |
4 |
OE |
$0.00 |
$0 |
D/D |
119,280 |
296,196 |
0 |
- |
|
| WFC |
Wells Fargo & Co |
CEO & President |
• • – |
2021-10-21 |
4 |
OE |
$0.00 |
$0 |
D/D |
120,834 |
353,549 |
0 |
- |
|
| WFC |
Wells Fargo & Co |
CEO & President |
• • – |
2022-02-05 |
4 |
OE |
$0.00 |
$0 |
D/D |
72,606 |
356,820 |
0 |
- |
|
| WFC |
Wells Fargo & Co |
CEO & President |
• • – |
2022-10-21 |
4 |
OE |
$0.00 |
$0 |
D/D |
123,466 |
440,295 |
0 |
- |
|
| WFC |
Wells Fargo & Co |
CEO & President |
• • – |
2023-02-05 |
4 |
OE |
$0.00 |
$0 |
D/D |
111,428 |
442,332 |
0 |
- |
|
| WFC |
Wells Fargo & Co |
CEO & President |
• • – |
2023-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
240,117 |
662,261 |
0 |
- |
|
| WFC |
Wells Fargo & Co |
CEO & President |
• • – |
2023-10-21 |
4 |
OE |
$0.00 |
$0 |
D/D |
127,050 |
656,856 |
0 |
- |
|
| 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 |
- |
|
127 Records found
|
|
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 |
| |
|
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|
|
|
