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Insider
Information: |
Clark Bernard J. |
Relationship: |
MD Head of Advisor Ser... |
City: |
San Francisco |
State: |
CA |
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Insider
Summary: |
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Companies Owned : |
1 |
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Direct
Shares |
0 |
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Indirect Shares
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126,079 |
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Direct
Value |
$0 |
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Indirect Value
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$9,235,287 |
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Total
Shares |
126,079 |
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Total
Value |
$9,235,287 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
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Sells
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Total
Filings :
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1
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1
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Stock
price went up :
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1
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1
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Stock
price went down : |
0
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0
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Gain/Loss Ratio : |
1.0
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1.0
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Percentage
Gain/Loss : |
11.0%
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50.1%
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Holdings
:
Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold |
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Charles Schwab Corp |
SCHW |
MD Head of Advisor Ser... |
2024-06-12 |
0 |
2024-06-12 |
126,079 |
Premium* |
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Records found :
97 |
Free Registration Required For Full Results. Limit: 25
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Page 1 of 4
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Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
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3m +/- |
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Form |
SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
|
2013-03-01 |
4 |
A |
$0.00 |
$0 |
I/I |
4,853 |
83,826 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
|
2013-08-02 |
4 |
A |
$0.00 |
$0 |
I/I |
873 |
74,699 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
|
2013-11-01 |
4 |
A |
$0.00 |
$0 |
I/I |
5,386 |
80,085 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2013-11-04 |
4 |
A |
$0.00 |
$0 |
I/I |
740 |
80,825 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
|
2021-10-25 |
4 |
A |
$0.00 |
$0 |
D/D |
59,931 |
59,931 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
MD, Head of Adivsor Services |
|
2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
50,135 |
50,135 |
0 |
- |
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SCHW |
Charles Schwab Corp |
MD Head of Advisor Services |
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2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
80,000 |
80,000 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2013-03-13 |
4 |
AS |
$18.00 |
$90,001 |
I/I |
(5,000) |
78,826 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2013-05-29 |
4 |
AS |
$20.00 |
$100,000 |
I/I |
(5,000) |
73,826 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2014-11-05 |
4 |
AS |
$28.71 |
$121,960 |
I/I |
(4,248) |
89,806 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2015-03-06 |
4 |
AS |
$30.75 |
$1,358,585 |
I/I |
(43,877) |
91,092 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
|
2015-11-05 |
4 |
AS |
$31.56 |
$93,828 |
I/I |
(2,973) |
46,279 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2015-11-06 |
4 |
AS |
$33.52 |
$965,760 |
I/I |
(28,810) |
46,279 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2015-12-04 |
4 |
AS |
$34.50 |
$896,616 |
I/I |
(25,987) |
20,292 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2016-03-03 |
4 |
AS |
$26.64 |
$268,331 |
I/I |
(10,073) |
49,170 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2016-11-10 |
4 |
AS |
$35.32 |
$3,289,470 |
I/I |
(93,146) |
52,732 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2017-01-24 |
4 |
AS |
$42.03 |
$1,063,445 |
I/I |
(25,300) |
52,732 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2017-01-25 |
4 |
AS |
$42.29 |
$703,320 |
I/I |
(16,631) |
52,732 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2017-03-01 |
4 |
AS |
$43.08 |
$1,547,832 |
I/I |
(35,930) |
52,850 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
|
2017-03-06 |
4 |
AS |
$42.08 |
$214,524 |
I/I |
(5,098) |
57,888 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2017-03-07 |
4 |
AS |
$42.07 |
$77,914 |
I/I |
(1,852) |
56,036 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2017-03-08 |
4 |
AS |
$42.27 |
$134,672 |
I/I |
(3,186) |
52,850 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2017-06-29 |
4 |
AS |
$44.00 |
$17,600 |
I/I |
(400) |
52,850 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2017-09-27 |
4 |
AS |
$43.93 |
$3,309,560 |
I/I |
(75,244) |
52,850 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2017-12-04 |
4 |
AS |
$50.52 |
$2,548,668 |
I/I |
(50,444) |
52,850 |
0 |
- |
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97 Records found
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Page 1 of 4 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
|
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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