CHARLES W SCHARF
CIK 1195358 · Chairman and CEO · last filed 2026-06-09
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
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Disclosed Exposure
$476.86M
Companies
6
Total Filings
113
Lifetime Open-Market Net
-$48.11M
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| MSFT | Director | 45,566 | $390.74 | $17.80M | $999.7K | 48 | 2026-06-09 |
| WFCpZ | Chairman and CEO | 1,498,707 | $18.60 | $27.88M | $4.96M | 29 | 2026-03-09 |
| WFCpY | CEO & President | 4,019 | $23.05 | $92.6K | $0 | 1 | 2019-10-23 |
| Bank of New York Mellon Corp (BKpC) Delisted | Chairman & CEO | 304,643 | — | — | $9.81M | 5 | 2019-02-20 |
| V | CHIEF EXECUTIVE OFFICER | 321,912 | $322.39 | $103.78M | -$63.88M | 12 | 2016-12-02 |
| JPM | Executive Vice President | 1,020,526 | $320.72 | $327.30M | $0 | 18 | 2011-01-26 |
Recent Filings · Page 10 of 12
113 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2011-01-26 | JPM | Mixed | +4,429 | -$170.8K | EDGAR |
| 2011-01-21 | JPM | Grant (A) | — | $0 | EDGAR |
| 2011-01-18 | JPM | Mixed | −3,601 | -$2.45M | EDGAR |
| 2010-11-09 | V | Mixed | +2,030 | $0 | EDGAR |
| 2010-04-23 | JPM | Mixed | +24,410 | -$959.1K | EDGAR |
| 2010-04-19 | JPM | Gift (G) | −25,000 | $0 | EDGAR |
| 2010-02-05 | JPM | Grant (A) | — | $0 | EDGAR |
| 2010-01-27 | JPM | Tax (F) | −50,118 | -$1.97M | EDGAR |
| 2009-11-09 | V | Mixed | +2,035 | $0 | EDGAR |
| 2009-07-24 | JPM | Mixed | +20,735 | -$703.8K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.