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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 1 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 |
Executive Vice President - Adv |
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2012-12-12 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
4,576 |
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- |
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SCHW |
Charles Schwab Corp |
Executive Vice President - Adv |
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2012-12-12 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
89,582 |
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- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
|
2013-03-01 |
4 |
A |
$0.00 |
$0 |
I/I |
4,853 |
83,826 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2013-08-02 |
4 |
A |
$0.00 |
$0 |
I/I |
873 |
74,699 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2013-11-01 |
4 |
A |
$0.00 |
$0 |
I/I |
5,386 |
80,085 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2013-11-04 |
4 |
A |
$0.00 |
$0 |
I/I |
740 |
80,825 |
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 |
MD, Head of Adivsor Services |
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2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
50,135 |
50,135 |
0 |
- |
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SCHW |
Charles Schwab Corp |
MD Head of Advisor Services |
|
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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2013-11-18 |
4 |
OE |
$11.75 |
$572,508 |
I/I |
47,095 |
127,920 |
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 |
|
2015-03-06 |
4 |
OE |
$12.45 |
$382,445 |
I/I |
28,659 |
134,969 |
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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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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2017-01-24 |
4 |
OE |
$15.05 |
$380,765 |
I/I |
25,300 |
78,032 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2017-01-25 |
4 |
OE |
$15.05 |
$250,297 |
I/I |
16,631 |
69,363 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2017-06-29 |
4 |
OE |
$15.43 |
$6,172 |
I/I |
400 |
53,250 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2013-03-01 |
4/A |
OE |
$16.23 |
$16,620 |
D/D |
1,024 |
4,623 |
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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2013-02-15 |
4 |
S |
$16.82 |
$117,747 |
I/I |
(7,000) |
78,667 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2015-12-04 |
4 |
OE |
$17.38 |
$451,654 |
D/D |
25,987 |
25,987 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2013-03-13 |
4 |
AS |
$18.00 |
$90,001 |
I/I |
(5,000) |
78,826 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2013-05-31 |
4 |
OE |
$18.29 |
$475,323 |
I/I |
25,986 |
99,812 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2017-03-01 |
4 |
OE |
$18.66 |
$670,454 |
I/I |
35,930 |
88,780 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
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2015-11-06 |
4 |
OE |
$19.36 |
$557,762 |
I/I |
28,810 |
75,089 |
0 |
- |
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93 Records found
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Page 1 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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