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 5 of 12
113 filingsInsider 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 |
|---|---|---|---|---|---|
| 2022-02-01 | MSFT | Grant (A) | +189 | $0 | EDGAR |
| 2022-01-27 | WFC | Grant (A) | — | $0 | EDGAR |
| 2021-11-30 | MSFT | Grant (A) | +148 | $0 | EDGAR |
| 2021-10-25 | WFC | Mixed | +51,173 | -$3.51M | EDGAR |
| 2021-10-25 | WFC | Tax (F) | −69,335 | -$3.49M | EDGAR |
| 2021-09-03 | MSFT | Grant (A) | +166 | $0 | EDGAR |
| 2021-06-03 | MSFT | Grant (A) | +202 | $0 | EDGAR |
| 2021-02-01 | MSFT | Grant (A) | +216 | $0 | EDGAR |
| 2021-01-28 | WFC | Grant (A) | — | $0 | EDGAR |
| 2020-12-02 | MSFT | Grant (A) | +231 | $0 | EDGAR |
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.
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.