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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 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   •       •      –    2015-03-06 4 AS $30.75 $1,358,585 I/I (43,877) 91,092 0 -
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   •       •      –    2015-11-05 4 AS $31.56 $93,828 I/I (2,973) 46,279 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   •       •      –    2015-11-06 4 AS $33.52 $965,760 I/I (28,810) 46,279 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   •       •      –    2016-11-10 4 AS $35.32 $3,289,470 I/I (93,146) 52,732 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2016-11-22 4 S $38.14 $2,412,470 I/I (63,256) 52,732 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   •       •      –    2017-01-24 4 AS $42.03 $1,063,445 I/I (25,300) 52,732 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2017-03-07 4 AS $42.07 $77,914 I/I (1,852) 56,036 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2017-03-06 4 AS $42.08 $214,524 I/I (5,098) 57,888 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2017-03-08 4 AS $42.27 $134,672 I/I (3,186) 52,850 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   •       •      –    2017-03-01 4 OE $42.38 $216,053 I/I 5,098 93,878 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   •       •      –    2017-03-02 4 OE $42.51 $78,729 I/I 1,852 59,800 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2021-10-25 4 OE $42.99 $12,897 I/I 300 72,569 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   •       •      –    2017-03-01 4 AS $43.08 $1,547,832 I/I (35,930) 52,850 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   •       •      –    2017-06-29 4 AS $44.00 $17,600 I/I (400) 52,850 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   •       •      –    2020-11-17 4 S $48.83 $4,941,344 I/I (101,188) 72,269 0 %
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2017-11-30 4 S $49.16 $1,590,394 I/I (32,350) 52,850 0 -
  93  Records found
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  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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