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Insider
Information: |
Clark Bernard J. |
Relationship: |
MD Head of Advisor Ser... |
City: |
San Francisco |
State: |
CA |
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Insider
Summary: |
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Companies Owned : |
1 |
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Direct
Shares |
0 |
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Indirect Shares
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174,828 |
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Direct
Value |
$0 |
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Indirect Value
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$13,159,304 |
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Total
Shares |
174,828 |
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Total
Value |
$13,159,304 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
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Sells
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Total
Filings :
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1
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1
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Stock
price went up :
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1
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1
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Stock
price went down : |
0
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0
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Gain/Loss Ratio : |
1.0
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1.0
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Percentage
Gain/Loss : |
11.0%
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50.1%
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Holdings
:
Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold |
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Charles Schwab Corp |
SCHW |
MD Head of Advisor Ser... |
2024-03-04 |
0 |
2024-03-04 |
174,828 |
Premium* |
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Records found :
93 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 4 of 4
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Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
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3m +/- |
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Form |
SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2017-03-01 |
4 |
AS |
$43.08 |
$1,547,832 |
I/I |
(35,930) |
52,850 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2015-03-06 |
4 |
AS |
$30.75 |
$1,358,585 |
I/I |
(43,877) |
91,092 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2015-08-25 |
4 |
S |
$30.08 |
$1,353,447 |
I/I |
(45,000) |
46,279 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2013-11-18 |
4 |
OE |
$11.75 |
$572,508 |
I/I |
47,095 |
127,920 |
0 |
- |
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SCHW |
Charles Schwab Corp |
MD, Head of Adivsor Services |
|
2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
50,135 |
50,135 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2017-12-04 |
4 |
OE |
$16.40 |
$827,282 |
I/I |
50,444 |
103,294 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2017-12-04 |
4 |
AS |
$50.52 |
$2,548,668 |
I/I |
(50,444) |
52,850 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2013-11-18 |
4 |
S |
$24.51 |
$1,304,597 |
I/I |
(53,221) |
74,699 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2021-10-25 |
4 |
A |
$0.00 |
$0 |
D/D |
59,931 |
59,931 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2016-11-22 |
4 |
S |
$38.14 |
$2,412,470 |
I/I |
(63,256) |
52,732 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2016-11-22 |
4 |
OE |
$11.75 |
$796,728 |
I/I |
63,256 |
115,988 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2017-09-27 |
4 |
OE |
$13.64 |
$1,084,940 |
I/I |
75,244 |
128,094 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2017-09-27 |
4 |
AS |
$43.93 |
$3,309,560 |
I/I |
(75,244) |
52,850 |
0 |
- |
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SCHW |
Charles Schwab Corp |
MD Head of Advisor Services |
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2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
80,000 |
80,000 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2016-11-10 |
4 |
OE |
$15.00 |
$1,488,483 |
I/I |
93,146 |
145,878 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2016-11-10 |
4 |
AS |
$35.32 |
$3,289,470 |
I/I |
(93,146) |
52,732 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2020-11-17 |
4 |
S |
$48.83 |
$4,941,344 |
I/I |
(101,188) |
72,269 |
0 |
% |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2020-11-17 |
4 |
OE |
$28.44 |
$3,007,902 |
I/I |
101,188 |
173,457 |
0 |
- |
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93 Records found
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Page 4 of 4 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
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B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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