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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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$12,634,820 |
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Total
Shares |
174,828 |
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Total
Value |
$12,634,820 |
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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 3 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 |
|
2017-06-29 |
4 |
OE |
$15.43 |
$6,172 |
I/I |
400 |
53,250 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
|
2017-09-27 |
4 |
AS |
$43.93 |
$3,309,560 |
I/I |
(75,244) |
52,850 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
|
2017-09-27 |
4 |
OE |
$13.64 |
$1,084,940 |
I/I |
75,244 |
128,094 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2017-11-30 |
4 |
OE |
$22.67 |
$733,375 |
I/I |
32,350 |
85,200 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2017-11-30 |
4 |
S |
$49.16 |
$1,590,394 |
I/I |
(32,350) |
52,850 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2017-12-04 |
4 |
AS |
$50.52 |
$2,548,668 |
I/I |
(50,444) |
52,850 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2017-12-04 |
4 |
OE |
$16.40 |
$827,282 |
I/I |
50,444 |
103,294 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2018-02-27 |
4 |
S |
$55.05 |
$1,652,481 |
I/I |
(30,020) |
52,850 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2018-02-27 |
4 |
OE |
$23.12 |
$694,062 |
I/I |
30,020 |
82,870 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2018-03-02 |
4 |
OE |
$51.62 |
$407,552 |
I/I |
7,896 |
60,746 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2018-03-05 |
4 |
OE |
$52.82 |
$176,524 |
I/I |
3,342 |
64,088 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
|
2018-03-07 |
4 |
AS |
$54.07 |
$607,693 |
I/I |
(11,238) |
52,850 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2018-05-22 |
4 |
OE |
$25.86 |
$767,473 |
I/I |
29,678 |
82,528 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2018-05-22 |
4 |
S |
$59.82 |
$1,775,196 |
I/I |
(29,678) |
52,850 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2019-03-01 |
4 |
OE |
$46.77 |
$908,227 |
I/I |
19,419 |
72,269 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2019-12-12 |
4 |
AS |
$51.00 |
$1,432,116 |
I/I |
(28,078) |
72,269 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2019-12-12 |
4 |
OE |
$27.45 |
$770,741 |
I/I |
28,078 |
100,347 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2020-03-02 |
4 |
OE |
$40.81 |
$515,389 |
I/I |
12,629 |
84,898 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2020-03-06 |
4 |
AS |
$32.94 |
$416,001 |
I/I |
(12,629) |
72,269 |
0 |
% |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2020-11-17 |
4 |
OE |
$28.44 |
$3,007,902 |
I/I |
101,188 |
173,457 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2020-11-17 |
4 |
S |
$48.83 |
$4,941,344 |
I/I |
(101,188) |
72,269 |
0 |
% |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2021-01-11 |
4 |
AS |
$60.01 |
$1,798,731 |
I/I |
(29,976) |
72,269 |
0 |
% |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2021-01-11 |
4 |
OE |
$26.39 |
$791,067 |
I/I |
29,976 |
102,245 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2021-02-24 |
4 |
OE |
$26.39 |
$791,067 |
I/I |
29,976 |
102,245 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2021-02-24 |
4 |
AS |
$65.03 |
$1,949,357 |
I/I |
(29,976) |
72,269 |
0 |
% |
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93 Records found
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Page 3 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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