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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      


                                          Charting Not Avaliable
 


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*  
* Premium Members only  

Records found :    93         Free Registration Required For Full Results.    Limit: 25

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  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   •       •      –    2015-08-25 4 S $30.08 $1,353,447 I/I (45,000) 46,279 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2015-11-02 4 OE $30.98 $92,089 I/I 2,973 49,252 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2015-11-05 4 AS $31.56 $93,828 I/I (2,973) 46,279 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2015-11-06 4 AS $33.52 $965,760 I/I (28,810) 46,279 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   •       •      –    2015-12-04 4 AS $34.50 $896,616 I/I (25,987) 20,292 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   •       •      –    2016-03-01 4 OE $25.90 $260,891 I/I 10,073 56,795 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2016-03-02 4 OE $26.54 $64,976 I/I 2,448 59,243 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2016-03-03 4 OE $26.73 $89,038 I/I 3,331 62,574 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 EVP - Advisor Services   •       •      –    2016-11-10 4 AS $35.32 $3,289,470 I/I (93,146) 52,732 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2016-11-10 4 OE $15.00 $1,488,483 I/I 93,146 145,878 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2016-11-22 4 S $38.14 $2,412,470 I/I (63,256) 52,732 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2016-11-22 4 OE $11.75 $796,728 I/I 63,256 115,988 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   •       •      –    2017-01-24 4 AS $42.03 $1,063,445 I/I (25,300) 52,732 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2017-01-25 4 AS $42.29 $703,320 I/I (16,631) 52,732 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   •       •      –    2017-03-01 4 AS $43.08 $1,547,832 I/I (35,930) 52,850 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2017-03-01 4 OE $18.66 $670,454 I/I 35,930 88,780 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   •       •      –    2017-03-02 4 OE $42.51 $78,729 I/I 1,852 59,800 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   •       •      –    2017-03-06 4 AS $42.08 $214,524 I/I (5,098) 57,888 0 -
  93  Records found
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  Page 2 of 4  
 
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  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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