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| Insider
Information: |
Clark Bernard J. |
| Relationship: |
MD Head of Advisor Ser... |
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
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|
|
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 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
|
1
|
1
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|
Stock
price went up :
|
1
|
1
|
| Stock
price went down : |
0
|
0
|
| |
|
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|
Gain/Loss Ratio : |
1.0
|
1.0
|
| Percentage
Gain/Loss : |
 11.0%
|
50.1%
|
| |
|
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|
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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Records found :
25 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 1 of 1
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| 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 |
• • – |
2013-02-15 |
4 |
S |
$16.82 |
$117,747 |
I/I |
(7,000) |
78,667 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2013-05-31 |
4 |
S |
$20.21 |
$525,250 |
I/I |
(25,986) |
73,826 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2013-11-18 |
4 |
S |
$24.51 |
$1,304,597 |
I/I |
(53,221) |
74,699 |
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 |
• • – |
2015-08-25 |
4 |
S |
$30.08 |
$1,353,447 |
I/I |
(45,000) |
46,279 |
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 |
• • – |
2017-11-30 |
4 |
S |
$49.16 |
$1,590,394 |
I/I |
(32,350) |
52,850 |
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 |
• • – |
2018-05-22 |
4 |
S |
$59.82 |
$1,775,196 |
I/I |
(29,678) |
52,850 |
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 |
• • – |
2013-03-01 |
4/A |
OE |
$16.23 |
$16,620 |
D/D |
1,024 |
4,623 |
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 |
• • – |
2013-08-01 |
4/A |
OE |
$22.60 |
$28,537 |
D/D |
1,263 |
3,360 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2013-11-04 |
4/A |
OE |
$23.10 |
$24,740 |
D/D |
1,071 |
2,289 |
0 |
- |
|
| 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 |
• • – |
2014-03-03 |
4 |
OE |
$25.97 |
$344,582 |
I/I |
13,271 |
88,610 |
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 |
• • – |
2014-11-03 |
4 |
OE |
$28.59 |
$121,450 |
I/I |
4,248 |
94,054 |
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 |
• • – |
2015-03-03 |
4 |
OE |
$29.95 |
$126,060 |
I/I |
4,209 |
106,310 |
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 |
• • – |
2015-11-02 |
4 |
OE |
$30.98 |
$92,089 |
I/I |
2,973 |
49,252 |
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 |
• • – |
2015-12-04 |
4 |
OE |
$17.38 |
$451,654 |
D/D |
25,987 |
25,987 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2016-03-01 |
4 |
OE |
$25.90 |
$260,891 |
I/I |
10,073 |
56,795 |
0 |
- |
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25 Records found
|
1
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Page 1 of 1 |
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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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