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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   •       •      –    2013-03-01 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   •       •      –    2013-11-18 4 OE $11.75 $572,508 I/I 47,095 127,920 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2016-11-22 4 OE $11.75 $796,728 I/I 63,256 115,988 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   •       •      –    2017-09-27 4 OE $13.64 $1,084,940 I/I 75,244 128,094 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2016-11-10 4 OE $15.00 $1,488,483 I/I 93,146 145,878 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2017-01-24 4 OE $15.05 $380,765 I/I 25,300 78,032 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2017-01-25 4 OE $15.05 $250,297 I/I 16,631 69,363 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2017-06-29 4 OE $15.43 $6,172 I/I 400 53,250 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   •       •      –    2017-12-04 4 OE $16.40 $827,282 I/I 50,444 103,294 0 -
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   •       •      –    2015-12-04 4 OE $17.38 $451,654 D/D 25,987 25,987 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   •       •      –    2013-05-31 4 OE $18.29 $475,323 I/I 25,986 99,812 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2017-03-01 4 OE $18.66 $670,454 I/I 35,930 88,780 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2015-11-06 4 OE $19.36 $557,762 I/I 28,810 75,089 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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