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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

   $13,110,352      
Total Shares   174,828      
Total Value   $13,110,352      


                                          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 :    25         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 1
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 Advisor Services   •       –      –    2024-03-04 4 D $66.36 $2,072,901 D/D (31,239) 0 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 MD, Head of Adivsor Services   •       –      –    2023-03-17 4 B $54.83 $274,154 I/I 5,000 120,653 1.99 %
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 Adivsor Services   •       –      –    2023-03-02 4 A $0.00 $0 D/D 50,135 50,135 0 -
SCHW Charles Schwab Corp MD, EVP - Advisor Services   •       •      –    2022-03-01 4 OE $80.06 $1,087,649 I/I 13,585 85,854 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2021-10-26 4 OE $42.99 $1,219,626 I/I 28,370 100,639 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2021-10-26 4 AS $84.00 $2,383,188 I/I (28,370) 72,269 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 EVP - Advisor Services   •       •      –    2021-10-25 4 AS $84.00 $25,200 I/I (300) 72,269 0 %
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2021-10-25 4 OE $42.99 $12,897 I/I 300 72,569 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2021-10-11 4 OE $26.39 $791,093 I/I 29,977 102,246 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2021-10-11 4 AS $78.16 $2,342,987 I/I (29,977) 72,269 0 %
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2021-03-04 4 AS $64.81 $640,487 I/I (9,883) 72,269 0 %
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2021-03-01 4 OE $63.75 $630,041 I/I 9,883 82,152 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2021-02-24 4 AS $65.03 $1,949,357 I/I (29,976) 72,269 0 %
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2021-02-24 4 OE $26.39 $791,067 I/I 29,976 102,245 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2021-01-11 4 OE $26.39 $791,067 I/I 29,976 102,245 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2021-01-11 4 AS $60.01 $1,798,731 I/I (29,976) 72,269 0 %
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2020-11-17 4 S $48.83 $4,941,344 I/I (101,188) 72,269 0 %
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2020-11-17 4 OE $28.44 $3,007,902 I/I 101,188 173,457 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2020-03-06 4 AS $32.94 $416,001 I/I (12,629) 72,269 0 %
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2020-03-02 4 OE $40.81 $515,389 I/I 12,629 84,898 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2019-12-12 4 OE $27.45 $770,741 I/I 28,078 100,347 0 -
SCHW Charles Schwab Corp EVP - Advisor Services   •       •      –    2019-12-12 4 AS $51.00 $1,432,116 I/I (28,078) 72,269 0 -
  25  Records found
  1     
  Page 1 of 1  
 
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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