| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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 3 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 |
• • – |
2014-08-25 |
4 |
OE |
$23.33 |
$609,250 |
I/I |
26,115 |
115,921 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2021-03-01 |
4 |
OE |
$63.75 |
$630,041 |
I/I |
9,883 |
82,152 |
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 |
• • – |
2017-03-01 |
4 |
OE |
$18.66 |
$670,454 |
I/I |
35,930 |
88,780 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2018-02-27 |
4 |
OE |
$23.12 |
$694,062 |
I/I |
30,020 |
82,870 |
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 |
• • – |
2017-11-30 |
4 |
OE |
$22.67 |
$733,375 |
I/I |
32,350 |
85,200 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2014-08-25 |
4 |
S |
$28.98 |
$756,685 |
I/I |
(26,115) |
89,806 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2018-05-22 |
4 |
OE |
$25.86 |
$767,473 |
I/I |
29,678 |
82,528 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2019-12-12 |
4 |
OE |
$27.45 |
$770,741 |
I/I |
28,078 |
100,347 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2021-01-11 |
4 |
OE |
$26.39 |
$791,067 |
I/I |
29,976 |
102,245 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2021-02-24 |
4 |
OE |
$26.39 |
$791,067 |
I/I |
29,976 |
102,245 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2021-10-11 |
4 |
OE |
$26.39 |
$791,093 |
I/I |
29,977 |
102,246 |
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 |
• • – |
2017-12-04 |
4 |
OE |
$16.40 |
$827,282 |
I/I |
50,444 |
103,294 |
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 |
• • – |
2019-03-01 |
4 |
OE |
$46.77 |
$908,227 |
I/I |
19,419 |
72,269 |
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 |
• • – |
2017-01-24 |
4 |
AS |
$42.03 |
$1,063,445 |
I/I |
(25,300) |
52,732 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2017-09-27 |
4 |
OE |
$13.64 |
$1,084,940 |
I/I |
75,244 |
128,094 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
MD, EVP - Advisor Services |
• • – |
2022-03-01 |
4 |
OE |
$80.06 |
$1,087,649 |
I/I |
13,585 |
85,854 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2021-10-26 |
4 |
OE |
$42.99 |
$1,219,626 |
I/I |
28,370 |
100,639 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2013-11-18 |
4 |
S |
$24.51 |
$1,304,597 |
I/I |
(53,221) |
74,699 |
0 |
- |
|
| 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 |
• • – |
2015-03-06 |
4 |
AS |
$30.75 |
$1,358,585 |
I/I |
(43,877) |
91,092 |
0 |
- |
|
93 Records found
|
|
Page 3 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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