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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

   $12,634,820      
Total Shares   174,828      
Total Value   $12,634,820      


                                          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   •       •      –    2018-03-07 4 AS $54.07 $607,693 I/I (11,238) 52,850 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   •       •      –    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 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 MD, Head of Adivsor Services   •       –      –    2023-03-02 4 D $76.46 $1,554,941 D/D (20,336) 0 0 -
SCHW Charles Schwab Corp MD Head of Advisor Services   •       –      –    2024-03-04 4 D $66.36 $2,072,901 D/D (31,239) 0 0 -
SCHW Charles Schwab Corp Executive Vice President - Adv   •       –      –    2012-12-12 3 IO $0.00 $0 I/I 0 89,582 -
SCHW Charles Schwab Corp Executive Vice President - Adv   •       –      –    2012-12-12 3 IO $0.00 $0 D/D 0 4,576 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2013-03-01 4/A OE $16.23 $16,620 D/D 1,024 4,623 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   •       •      –    2013-08-01 4/A OE $22.60 $28,537 D/D 1,263 3,360 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2013-11-04 4/A OE $23.10 $24,740 D/D 1,071 2,289 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   •       •      –    2014-03-03 4 OE $25.97 $344,582 I/I 13,271 88,610 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2014-08-25 4 OE $23.33 $609,250 I/I 26,115 115,921 0 -
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   •       •      –    2015-03-02 4 OE $29.77 $327,738 I/I 11,009 102,101 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   •       •      –    2015-03-06 4 OE $12.45 $382,445 I/I 28,659 134,969 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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