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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      


                                          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 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   •       •      –    2013-05-29 4 AS $20.00 $100,000 I/I (5,000) 73,826 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2013-05-31 4 S $20.21 $525,250 I/I (25,986) 73,826 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2013-08-02 4 A $0.00 $0 I/I 873 74,699 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   •       •      –    2015-11-06 4 OE $19.36 $557,762 I/I 28,810 75,089 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2017-01-24 4 OE $15.05 $380,765 I/I 25,300 78,032 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2013-02-15 4 S $16.82 $117,747 I/I (7,000) 78,667 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2013-03-13 4 AS $18.00 $90,001 I/I (5,000) 78,826 0 -
SCHW Charles Schwab Corp MD Head of Advisor Services   •       –      –    2024-03-01 4 A $0.00 $0 D/D 80,000 80,000 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2013-11-01 4 A $0.00 $0 I/I 5,386 80,085 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2013-11-04 4 A $0.00 $0 I/I 740 80,825 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   •       •      –    2018-05-22 4 OE $25.86 $767,473 I/I 29,678 82,528 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   •       •      –    2013-03-01 4 A $0.00 $0 I/I 4,853 83,826 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2020-03-02 4 OE $40.81 $515,389 I/I 12,629 84,898 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 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   •       •      –    2014-03-03 4 OE $25.97 $344,582 I/I 13,271 88,610 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 Executive Vice President - Adv   •       –      –    2012-12-12 3 IO $0.00 $0 I/I 0 89,582 -
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   •       •      –    2014-11-05 4 AS $28.71 $121,960 I/I (4,248) 89,806 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 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2017-03-01 4 OE $42.38 $216,053 I/I 5,098 93,878 0 -
  93  Records found
  1   2   3  4      
  Page 3 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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