Clark Bernard J.
SEC CIK 1564429 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| SCHW | Charles Schwab Corporation | MD, Head of Adivsor Services | 0 | $274.1K | $10.86M | 17 | 2021-10-11 | 2024-06-12 |
Most active insiders at SCHW, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | Schwab Charles R. | Co-COB, Dir | — | $185.84M |
| 2 | Bettinger Walter W | Co-COB, Dir | — | $91.84M |
| 3 | Schwab-Pomerantz Carolyn | Dir | — | $15.45M |
| 4 | Craig Jonathan M. | MD, Head of Retail Investing | — | $13.85M |
| 5 | Murtagh Nigel J | CRO | — | $11.53M |
| 6 | Howard Dennis | MD, Chief Tech, OPS, Data Off | — | $6.79M |
| 7 | Woolway Paul V | MD, Chief Banking Off | — | $3.96M |
| 8 | Wurster Richard A | Pres, CEO, Dir | $1.85M | — |
| 9 | Beatty Jonathan S | MD, Head of Advisor Services | — | $1.83M |
| 10 | Morgan Peter J. III | GC | — | $1.50M |
Clark Bernard J. made no open-market trades at SCHW in the last 12 months.
Transactions 17
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2024-06-14 | 2024-06-12 | SCHW | Charles Schwab Corporation | Clark Bernard J. | MD Head of Advisor Services | M - OptEx | $52.05 | +8,164 | 0 | New | +$424.9K |
| DI | 2024-06-14 | 2024-06-12 | SCHW | Charles Schwab Corporation | Clark Bernard J. | MD Head of Advisor Services | S - Sale+OE | $75.00 | -8,164 | 121.7K | -6% | -$612.3K |
| D | 2024-05-30 | 2024-05-28 | SCHW | Charles Schwab Corporation | Clark Bernard J. | MD Head of Advisor Services | M - OptEx | $42.99 | +28.7K | 0 | New | +$1.23M |
| DMI | 2024-05-30 | 2024-05-28 | SCHW | Charles Schwab Corporation | Clark Bernard J. | MD Head of Advisor Services | S - Sale+OE | $70.95 | -77.4K | 124.5K | -38% | -$5.49M |
| D | 2024-03-05 | 2024-03-01 | SCHW | Charles Schwab Corporation | Clark Bernard J. | MD Head of Advisor Services | A - Grant | $0.00 | +80.0K | 80.0K | New | $0 |
| D | 2024-03-05 | 2024-03-04 | SCHW | Charles Schwab Corporation | Clark Bernard J. | MD Head of Advisor Services | F - Tax | $66.36 | -31.2K | 0 | -100% | -$2.07M |
| I | 2023-03-20 | 2023-03-17 | SCHW | Charles Schwab Corporation | Clark Bernard J. | MD, Head of Adivsor Services | P - Purchase | $54.83 | +5,000 | 120.7K | +4% | +$274.1K |
| 2023-03-06 | 2023-03-02 | SCHW | Charles Schwab Corporation | Clark Bernard J. | MD, Head of Adivsor Services | A - Grant | $0.00 | +50.1K | 50.1K | New | $0 | |
| 2023-03-06 | 2023-03-02 | SCHW | Charles Schwab Corporation | Clark Bernard J. | MD, Head of Adivsor Services | F - Tax | $76.46 | -20.3K | 0 | -100% | -$1.55M | |
| DI | 2022-03-03 | 2022-03-01 | SCHW | Charles Schwab Corporation | Clark Bernard J. | MD, EVP - Advisor Services | M - OptEx | $80.06 | +13.6K | 85.9K | +19% | +$1.09M |
| D | 2021-10-27 | 2021-10-25 | SCHW | Charles Schwab Corporation | Clark Bernard J. | EVP - Advisor Services | A - Grant | $0.00 | +59.9K | 59.9K | New | $0 |
| DI | 2021-10-27 | 2021-10-26 | SCHW | Charles Schwab Corporation | Clark Bernard J. | EVP - Advisor Services | S - Sale+OE | $84.00 | -28.4K | 72.3K | -28% | -$2.38M |
| DI | 2021-10-27 | 2021-10-26 | SCHW | Charles Schwab Corporation | Clark Bernard J. | EVP - Advisor Services | M - OptEx | $42.99 | +28.4K | 100.6K | +39% | +$1.22M |
| DI | 2021-10-25 | 2021-10-25 | SCHW | Charles Schwab Corporation | Clark Bernard J. | EVP - Advisor Services | S - Sale+OE | $84.00 | -300 | 72.3K | -0.4% | -$25.2K |
| DI | 2021-10-25 | 2021-10-25 | SCHW | Charles Schwab Corporation | Clark Bernard J. | EVP - Advisor Services | M - OptEx | $42.99 | +300 | 72.6K | +0.4% | +$12.9K |
| DI | 2021-10-12 | 2021-10-11 | SCHW | Charles Schwab Corporation | Clark Bernard J. | EVP - Advisor Services | M - OptEx | $26.39 | +30.0K | 102.2K | +41% | +$791.1K |
| DI | 2021-10-12 | 2021-10-11 | SCHW | Charles Schwab Corporation | Clark Bernard J. | EVP - Advisor Services | S - Sale+OE | $78.16 | -30.0K | 72.3K | -29% | -$2.34M |
Purchase Sale Sale after option exercise All abbreviations