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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   •       •      –    2015-11-02 4 OE $30.98 $92,089 I/I 2,973 49,252 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   •       •      –    2015-12-04 4 OE $17.38 $451,654 D/D 25,987 25,987 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   •       •      –    2016-03-02 4 OE $26.54 $64,976 I/I 2,448 59,243 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   •       •      –    2016-11-10 4 OE $15.00 $1,488,483 I/I 93,146 145,878 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   •       •      –    2017-01-24 4 OE $15.05 $380,765 I/I 25,300 78,032 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   •       •      –    2017-03-01 4 OE $18.66 $670,454 I/I 35,930 88,780 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2017-03-01 4 OE $42.38 $216,053 I/I 5,098 93,878 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   •       •      –    2017-03-03 4 OE $42.42 $135,150 I/I 3,186 62,986 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   •       •      –    2017-09-27 4 OE $13.64 $1,084,940 I/I 75,244 128,094 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   •       •      –    2017-12-04 4 OE $16.40 $827,282 I/I 50,444 103,294 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   •       •      –    2018-03-02 4 OE $51.62 $407,552 I/I 7,896 60,746 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   •       •      –    2018-05-22 4 OE $25.86 $767,473 I/I 29,678 82,528 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 OE $27.45 $770,741 I/I 28,078 100,347 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2020-03-02 4 OE $40.81 $515,389 I/I 12,629 84,898 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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