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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   •       •      –    2015-12-04 4 AS $34.50 $896,616 I/I (25,987) 20,292 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   •       •      –    2014-08-25 4 S $28.98 $756,685 I/I (26,115) 89,806 0 -
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   •       •      –    2019-12-12 4 AS $51.00 $1,432,116 I/I (28,078) 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   •       •      –    2021-10-26 4 OE $42.99 $1,219,626 I/I 28,370 100,639 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2021-10-26 4 AS $84.00 $2,383,188 I/I (28,370) 72,269 0 %
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2015-03-06 4 OE $12.45 $382,445 I/I 28,659 134,969 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   •       •      –    2015-11-06 4 AS $33.52 $965,760 I/I (28,810) 46,279 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   •       •      –    2018-05-22 4 S $59.82 $1,775,196 I/I (29,678) 52,850 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2021-01-11 4 AS $60.01 $1,798,731 I/I (29,976) 72,269 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 AS $65.03 $1,949,357 I/I (29,976) 72,269 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   •       •      –    2021-10-11 4 AS $78.16 $2,342,987 I/I (29,977) 72,269 0 %
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2018-02-27 4 S $55.05 $1,652,481 I/I (30,020) 52,850 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 MD Head of Advisor Services   •       –      –    2024-03-04 4 D $66.36 $2,072,901 D/D (31,239) 0 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   •       •      –    2017-11-30 4 S $49.16 $1,590,394 I/I (32,350) 52,850 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2017-03-01 4 OE $18.66 $670,454 I/I 35,930 88,780 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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