| |
| |
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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 |
|
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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* |
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Records found :
93 |
Free Registration Required For Full Results. Limit: 25
|
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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 |
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 |
• • – |
2013-08-02 |
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 |
• • – |
2021-10-25 |
4 |
A |
$0.00 |
$0 |
D/D |
59,931 |
59,931 |
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 |
MD Head of Advisor Services |
• – – |
2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
80,000 |
80,000 |
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 |
• • – |
2014-11-05 |
4 |
AS |
$28.71 |
$121,960 |
I/I |
(4,248) |
89,806 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2015-03-06 |
4 |
AS |
$30.75 |
$1,358,585 |
I/I |
(43,877) |
91,092 |
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 |
• • – |
2015-12-04 |
4 |
AS |
$34.50 |
$896,616 |
I/I |
(25,987) |
20,292 |
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 |
• • – |
2016-11-10 |
4 |
AS |
$35.32 |
$3,289,470 |
I/I |
(93,146) |
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 |
• • – |
2017-03-06 |
4 |
AS |
$42.08 |
$214,524 |
I/I |
(5,098) |
57,888 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Advisor Services |
• • – |
2017-03-07 |
4 |
AS |
$42.07 |
$77,914 |
I/I |
(1,852) |
56,036 |
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 |
• • – |
2017-12-04 |
4 |
AS |
$50.52 |
$2,548,668 |
I/I |
(50,444) |
52,850 |
0 |
- |
|
93 Records found
|
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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 |
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