| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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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|
|
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|
|
|
Records found :
93 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 4 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 |
• • – |
2014-11-03 |
4 |
OE |
$28.59 |
$121,450 |
I/I |
4,248 |
94,054 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2013-05-31 |
4 |
OE |
$18.29 |
$475,323 |
I/I |
25,986 |
99,812 |
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 |
• • – |
2015-03-02 |
4 |
OE |
$29.77 |
$327,738 |
I/I |
11,009 |
102,101 |
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 |
• • – |
2017-12-04 |
4 |
OE |
$16.40 |
$827,282 |
I/I |
50,444 |
103,294 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2015-03-03 |
4 |
OE |
$29.95 |
$126,060 |
I/I |
4,209 |
106,310 |
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 |
• • – |
2016-11-22 |
4 |
OE |
$11.75 |
$796,728 |
I/I |
63,256 |
115,988 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
MD, Head of Adivsor Services |
• – – |
2023-03-17 |
4 |
B |
$54.83 |
$274,154 |
I/I |
5,000 |
120,653 |
1.99 |
% |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2013-11-18 |
4 |
OE |
$11.75 |
$572,508 |
I/I |
47,095 |
127,920 |
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 |
• • – |
2015-03-06 |
4 |
OE |
$12.45 |
$382,445 |
I/I |
28,659 |
134,969 |
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 |
• • – |
2020-11-17 |
4 |
OE |
$28.44 |
$3,007,902 |
I/I |
101,188 |
173,457 |
0 |
- |
|
93 Records found
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Page 4 of 4 |
| |
Free Registration Required For Full Results. Limit: 25
|
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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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