| |
| |
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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 |
• • – |
2018-03-07 |
4 |
AS |
$54.07 |
$607,693 |
I/I |
(11,238) |
52,850 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2018-05-22 |
4 |
S |
$59.82 |
$1,775,196 |
I/I |
(29,678) |
52,850 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2017-06-29 |
4 |
OE |
$15.43 |
$6,172 |
I/I |
400 |
53,250 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2017-03-07 |
4 |
AS |
$42.07 |
$77,914 |
I/I |
(1,852) |
56,036 |
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 |
• • – |
2017-03-06 |
4 |
AS |
$42.08 |
$214,524 |
I/I |
(5,098) |
57,888 |
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 |
• • – |
2017-03-02 |
4 |
OE |
$42.51 |
$78,729 |
I/I |
1,852 |
59,800 |
0 |
- |
|
| 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 |
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 |
• • – |
2016-03-03 |
4 |
OE |
$26.73 |
$89,038 |
I/I |
3,331 |
62,574 |
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 |
• • – |
2017-01-25 |
4 |
OE |
$15.05 |
$250,297 |
I/I |
16,631 |
69,363 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2019-03-01 |
4 |
OE |
$46.77 |
$908,227 |
I/I |
19,419 |
72,269 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2019-12-12 |
4 |
AS |
$51.00 |
$1,432,116 |
I/I |
(28,078) |
72,269 |
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 |
• • – |
2020-11-17 |
4 |
S |
$48.83 |
$4,941,344 |
I/I |
(101,188) |
72,269 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2021-01-11 |
4 |
AS |
$60.01 |
$1,798,731 |
I/I |
(29,976) |
72,269 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2021-02-24 |
4 |
AS |
$65.03 |
$1,949,357 |
I/I |
(29,976) |
72,269 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2021-03-04 |
4 |
AS |
$64.81 |
$640,487 |
I/I |
(9,883) |
72,269 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2021-10-11 |
4 |
AS |
$78.16 |
$2,342,987 |
I/I |
(29,977) |
72,269 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2021-10-25 |
4 |
AS |
$84.00 |
$25,200 |
I/I |
(300) |
72,269 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2021-10-26 |
4 |
AS |
$84.00 |
$2,383,188 |
I/I |
(28,370) |
72,269 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2021-10-25 |
4 |
OE |
$42.99 |
$12,897 |
I/I |
300 |
72,569 |
0 |
- |
|
93 Records found
|
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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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