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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

   $13,306,159      
Total Shares   174,828      
Total Value   $13,306,159      


                                          Charting Not Avaliable
 


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*  
* Premium Members only  

Records found :    93         Free Registration Required For Full Results.    Limit: 25

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  Page 1 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 Executive Vice President - Adv   •       –      –    2012-12-12 3 IO $0.00 $0 D/D 0 4,576 -
SCHW Charles Schwab Corp Executive Vice President - Adv   •       –      –    2012-12-12 3 IO $0.00 $0 I/I 0 89,582 -
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   •       •      –    2013-03-01 4 A $0.00 $0 I/I 4,853 83,826 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   •       •      –    2013-03-13 4 AS $18.00 $90,001 I/I (5,000) 78,826 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2013-05-29 4 AS $20.00 $100,000 I/I (5,000) 73,826 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   •       •      –    2013-05-31 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   •       •      –    2013-08-02 4 A $0.00 $0 I/I 873 74,699 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2013-11-01 4 A $0.00 $0 I/I 5,386 80,085 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2013-11-04 4 A $0.00 $0 I/I 740 80,825 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 S $24.51 $1,304,597 I/I (53,221) 74,699 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   •       •      –    2014-08-25 4 S $28.98 $756,685 I/I (26,115) 89,806 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   •       •      –    2014-11-05 4 AS $28.71 $121,960 I/I (4,248) 89,806 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   •       •      –    2015-03-06 4 AS $30.75 $1,358,585 I/I (43,877) 91,092 0 -
  93  Records found
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  Page 1 of 4  
 
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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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