| |
| |
|
| Insider
Information: |
Scharf Charles W |
| Relationship: |
|
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
6 |
|
| Direct
Shares |
2,447,085 |
|
|
Indirect Shares
|
6,153 |
|
|
| Direct
Value |
$369,543,659 |
|
|
|
Indirect Value
|
$1,213,384 |
|
|
| Total
Shares |
2,453,238 |
|
|
| Total
Value |
$370,757,042 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
1
|
0
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
1
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
-1.0
|
0.0
|
| Percentage
Gain/Loss : |
 -5.6%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Travelers Companies Inc |
TRV |
Director |
2005-07-01 |
10,636 |
2004-07-28 |
0 |
Premium* |
|
|
JP Morgan Chase & Co |
JPM |
Executive Vice President |
2011-01-25 |
1,015,930 |
2011-01-25 |
4,596 |
Premium* |
|
|
Visa Inc |
V |
CHIEF EXECUTIVE OFFICE... |
2016-11-30 |
272,940 |
2008-03-18 |
0 |
Premium* |
|
|
Microsoft Corp |
MSFT |
Director |
2024-01-31 |
43,793 |
2024-01-31 |
525 |
Premium* |
|
|
Bank of New York Mellon Corp |
BK |
Chairman & CEO, Director |
2019-02-15 |
304,118 |
2019-02-15 |
525 |
Premium* |
|
|
Wells Fargo & Co |
WFC |
|
2024-03-05 |
799,668 |
2024-03-05 |
507 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
127 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 6
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| MSFT |
Microsoft Corp |
Director |
– • – |
2014-10-01 |
3/A |
IO |
$0.00 |
$0 |
D/D |
0 |
3,112 |
|
- |
|
| MSFT |
Microsoft Corp |
Director |
– • – |
2014-10-01 |
3/A |
IO |
$0.00 |
$0 |
I/I |
0 |
525 |
|
- |
|
| BK |
Bank of New York Mellon C... |
Chief Executive OfficerOfficer |
• • – |
2017-07-17 |
3/A |
IO |
$0.00 |
$0 |
I/I |
0 |
525 |
|
- |
|
| WFC |
Wells Fargo & Co |
CEO & PresidentOfficer |
• • – |
2019-10-21 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
3,863 |
|
- |
|
| WFC |
Wells Fargo & Co |
CEO & PresidentOfficer |
• • – |
2019-10-21 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
103 |
|
- |
|
| WFC |
Wells Fargo & Co |
CEO & PresidentOfficer |
• • – |
2019-10-21 |
3/A |
IO |
$0.00 |
$0 |
D/D |
0 |
4,193 |
|
- |
|
| TRV |
Travelers Companies Inc |
Director |
– • – |
2004-04-01 |
4 |
A |
$0.00 |
$0 |
D/D |
7,154 |
7,154 |
|
- |
|
| JPM |
JP Morgan Chase & Co |
Executive Vice President |
• – – |
2004-07-01 |
4 |
A |
$0.00 |
$0 |
D/D |
558,711 |
559,784 |
|
- |
|
| JPM |
JP Morgan Chase & Co |
Executive Vice President |
• – – |
2004-07-01 |
4 |
A |
$0.00 |
$0 |
I/I |
1,601 |
1,601 |
|
- |
|
| JPM |
JP Morgan Chase & Co |
Executive Vice President |
• – – |
2005-01-20 |
4 |
A |
$0.00 |
$0 |
D/D |
70,057 |
623,685 |
|
- |
|
| JPM |
JP Morgan Chase & Co |
Executive Vice President |
• – – |
2006-01-19 |
4 |
A |
$0.00 |
$0 |
D/D |
80,491 |
704,265 |
0 |
- |
|
| V |
Visa Inc |
Director |
– • – |
2008-03-18 |
4 |
A |
$0.00 |
$0 |
D/D |
3,682 |
3,682 |
0 |
- |
|
| V |
Visa Inc |
Director |
– • – |
2008-12-16 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,958 |
0 |
0 |
- |
|
| V |
Visa Inc |
Director |
– • – |
2008-12-16 |
4 |
A |
$0.00 |
$0 |
D/D |
5,916 |
6,640 |
0 |
- |
|
| V |
Visa Inc |
Director |
– • – |
2009-11-05 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,035 |
6,640 |
0 |
- |
|
| V |
Visa Inc |
Director |
– • – |
2009-11-05 |
4 |
A |
$0.00 |
$0 |
D/D |
2,035 |
2,035 |
0 |
- |
|
| V |
Visa Inc |
Director |
– • – |
2009-11-05 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,035 |
8,675 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Executive Vice President |
• – – |
2010-04-15 |
4 |
GD |
$0.00 |
$0 |
D/D |
25,000 |
990,543 |
0 |
- |
|
| V |
Visa Inc |
Director |
– • – |
2010-11-05 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,030 |
0 |
0 |
- |
|
| V |
Visa Inc |
Director |
– • – |
2010-11-05 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,030 |
10,705 |
0 |
- |
|
| V |
Visa Inc |
Director |
– • – |
2010-11-05 |
4 |
A |
$0.00 |
$0 |
D/D |
2,030 |
2,030 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Executive Vice President |
• – – |
2011-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
51,322 |
1,066,424 |
0 |
- |
|
| V |
Visa Inc |
CHIEF EXECUTIVE OFFICER |
• • – |
2012-11-19 |
4 |
A |
$0.00 |
$0 |
D/D |
89,255 |
89,255 |
0 |
- |
|
| V |
Visa Inc |
CHIEF EXECUTIVE OFFICER |
• • – |
2013-11-19 |
4 |
A |
$0.00 |
$0 |
D/D |
7,520 |
83,183 |
0 |
- |
|
| V |
Visa Inc |
CHIEF EXECUTIVE OFFICER |
• • – |
2014-11-19 |
4 |
A |
$0.00 |
$0 |
D/D |
9,005 |
71,549 |
0 |
- |
|
127 Records found
|
|
Page 1 of 6 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
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 |
| |
|
|
|
|
|
