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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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174,828 |
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Direct
Value |
$0 |
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Indirect Value
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$13,159,304 |
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Total
Shares |
174,828 |
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Total
Value |
$13,159,304 |
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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... |
2024-03-04 |
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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Page 2 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 |
|
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 |
OE |
$19.36 |
$557,762 |
I/I |
28,810 |
75,089 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
|
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 |
OE |
$17.38 |
$451,654 |
D/D |
25,987 |
25,987 |
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 |
- |
|
SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2016-03-01 |
4 |
OE |
$25.90 |
$260,891 |
I/I |
10,073 |
56,795 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2016-03-02 |
4 |
OE |
$26.54 |
$64,976 |
I/I |
2,448 |
59,243 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2016-03-03 |
4 |
OE |
$26.73 |
$89,038 |
I/I |
3,331 |
62,574 |
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 |
OE |
$15.00 |
$1,488,483 |
I/I |
93,146 |
145,878 |
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 |
|
2016-11-22 |
4 |
S |
$38.14 |
$2,412,470 |
I/I |
(63,256) |
52,732 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2016-11-22 |
4 |
OE |
$11.75 |
$796,728 |
I/I |
63,256 |
115,988 |
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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2017-01-24 |
4 |
OE |
$15.05 |
$380,765 |
I/I |
25,300 |
78,032 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2017-01-25 |
4 |
OE |
$15.05 |
$250,297 |
I/I |
16,631 |
69,363 |
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 |
|
2017-03-01 |
4 |
OE |
$42.38 |
$216,053 |
I/I |
5,098 |
93,878 |
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 |
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2017-03-01 |
4 |
OE |
$18.66 |
$670,454 |
I/I |
35,930 |
88,780 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2017-03-02 |
4 |
OE |
$42.51 |
$78,729 |
I/I |
1,852 |
59,800 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2017-03-03 |
4 |
OE |
$42.42 |
$135,150 |
I/I |
3,186 |
62,986 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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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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93 Records found
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Page 2 of 4 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
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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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