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

$635.10M

Companies

5

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 $499.99 $22.78M $999.7K 48 2026-06-09
WFC Chairman and CEO 1,498,707 $87.25 $130.76M $4.96M 30 2026-03-09
Bank of New York Mellon Corp (BK) Delisted Chairman & CEO 304,643 $137.16 $41.78M $9.81M 5 2019-02-20
V CHIEF EXECUTIVE OFFICER 321,912 $362.50 $116.69M -$63.88M 12 2016-12-02
JPM Executive Vice President 1,020,526 $357.52 $364.86M $0 18 2011-01-26

Recent Filings · Page 4 of 12

113 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2023-03-17 WFC Mixed +107,332 -$5.16M EDGAR
2023-03-01 WFC Grant (A) $0 EDGAR
2023-02-07 WFC Mixed +49,806 -$2.93M EDGAR
2023-02-01 MSFT Grant (A) +237 $0 EDGAR
2023-01-26 WFC Grant (A) $0 EDGAR
2022-12-13 MSFT Grant (A) +233 $0 EDGAR
2022-10-25 WFC Mixed +55,189 -$3.06M EDGAR
2022-09-01 MSFT Grant (A) +223 $0 EDGAR
2022-06-01 MSFT Grant (A) +215 $0 EDGAR
2022-02-08 WFC Mixed +32,454 -$2.26M EDGAR
Showing 3140 of 113
Page 4 of 12
Form 4 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.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.