| |
| |
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| Insider
Information: |
Clark Bernard J. |
| Relationship: |
MD Head of Advisor Ser... |
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
0 |
|
|
Indirect Shares
|
174,828 |
|
|
| Direct
Value |
$0 |
|
|
|
Indirect Value
|
$13,159,304 |
|
|
| Total
Shares |
174,828 |
|
|
| Total
Value |
$13,159,304 |
|
|
|
|
|
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
1
|
1
|
|
Stock
price went up :
|
1
|
1
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
1.0
|
1.0
|
| Percentage
Gain/Loss : |
 11.0%
|
50.1%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Charles Schwab Corp |
SCHW |
MD Head of Advisor Ser... |
2024-03-04 |
0 |
2024-03-04 |
174,828 |
Premium* |
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Records found :
93 |
Free Registration Required For Full Results. Limit: 25
|
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Download |
Page 2 of 4
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2014-11-03 |
4 |
OE |
$28.59 |
$121,450 |
I/I |
4,248 |
94,054 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2014-11-05 |
4 |
AS |
$28.71 |
$121,960 |
I/I |
(4,248) |
89,806 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2015-03-03 |
4 |
OE |
$29.95 |
$126,060 |
I/I |
4,209 |
106,310 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2017-03-08 |
4 |
AS |
$42.27 |
$134,672 |
I/I |
(3,186) |
52,850 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2017-03-03 |
4 |
OE |
$42.42 |
$135,150 |
I/I |
3,186 |
62,986 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2018-03-05 |
4 |
OE |
$52.82 |
$176,524 |
I/I |
3,342 |
64,088 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2017-03-06 |
4 |
AS |
$42.08 |
$214,524 |
I/I |
(5,098) |
57,888 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2017-03-01 |
4 |
OE |
$42.38 |
$216,053 |
I/I |
5,098 |
93,878 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2017-01-25 |
4 |
OE |
$15.05 |
$250,297 |
I/I |
16,631 |
69,363 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2016-03-01 |
4 |
OE |
$25.90 |
$260,891 |
I/I |
10,073 |
56,795 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2016-03-03 |
4 |
AS |
$26.64 |
$268,331 |
I/I |
(10,073) |
49,170 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
MD, Head of Adivsor Services |
• – – |
2023-03-17 |
4 |
B |
$54.83 |
$274,154 |
I/I |
5,000 |
120,653 |
1.99 |
% |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2015-03-02 |
4 |
OE |
$29.77 |
$327,738 |
I/I |
11,009 |
102,101 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2014-03-03 |
4 |
OE |
$25.97 |
$344,582 |
I/I |
13,271 |
88,610 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2017-01-24 |
4 |
OE |
$15.05 |
$380,765 |
I/I |
25,300 |
78,032 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2015-03-06 |
4 |
OE |
$12.45 |
$382,445 |
I/I |
28,659 |
134,969 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2018-03-02 |
4 |
OE |
$51.62 |
$407,552 |
I/I |
7,896 |
60,746 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2020-03-06 |
4 |
AS |
$32.94 |
$416,001 |
I/I |
(12,629) |
72,269 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2015-12-04 |
4 |
OE |
$17.38 |
$451,654 |
D/D |
25,987 |
25,987 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2013-05-31 |
4 |
OE |
$18.29 |
$475,323 |
I/I |
25,986 |
99,812 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2020-03-02 |
4 |
OE |
$40.81 |
$515,389 |
I/I |
12,629 |
84,898 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2013-05-31 |
4 |
S |
$20.21 |
$525,250 |
I/I |
(25,986) |
73,826 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2015-11-06 |
4 |
OE |
$19.36 |
$557,762 |
I/I |
28,810 |
75,089 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2013-11-18 |
4 |
OE |
$11.75 |
$572,508 |
I/I |
47,095 |
127,920 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2018-03-07 |
4 |
AS |
$54.07 |
$607,693 |
I/I |
(11,238) |
52,850 |
0 |
- |
|
93 Records found
|
|
Page 2 of 4 |
| |
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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