Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
  
   
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

 Download
  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 MD, Head of Adivsor Services   •       –      –    2023-03-02 4 D $76.46 $1,554,941 D/D (20,336) 0 0 -
SCHW Charles Schwab Corp MD Head of Advisor Services   •       –      –    2024-03-04 4 D $66.36 $2,072,901 D/D (31,239) 0 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   •       •      –    2013-08-01 4/A OE $22.60 $28,537 D/D 1,263 3,360 0 -
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 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   •       •      –    2015-12-04 4 AS $34.50 $896,616 I/I (25,987) 20,292 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   •       •      –    2015-08-25 4 S $30.08 $1,353,447 I/I (45,000) 46,279 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2015-11-05 4 AS $31.56 $93,828 I/I (2,973) 46,279 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2015-11-06 4 AS $33.52 $965,760 I/I (28,810) 46,279 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2016-03-03 4 AS $26.64 $268,331 I/I (10,073) 49,170 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 MD, Head of Adivsor Services   •       –      –    2023-03-02 4 A $0.00 $0 D/D 50,135 50,135 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2016-11-10 4 AS $35.32 $3,289,470 I/I (93,146) 52,732 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   •       •      –    2017-01-24 4 AS $42.03 $1,063,445 I/I (25,300) 52,732 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2017-01-25 4 AS $42.29 $703,320 I/I (16,631) 52,732 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2017-03-01 4 AS $43.08 $1,547,832 I/I (35,930) 52,850 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2017-03-08 4 AS $42.27 $134,672 I/I (3,186) 52,850 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2017-06-29 4 AS $44.00 $17,600 I/I (400) 52,850 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2017-09-27 4 AS $43.93 $3,309,560 I/I (75,244) 52,850 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   •       •      –    2017-12-04 4 AS $50.52 $2,548,668 I/I (50,444) 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 -
  93  Records found
  1  2   3   4      
  Page 1 of 4  
 
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
 
 
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us