Charles W Scharf
CIK 1195358 · Chairman and CEO · last filed 2026-09-08
"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.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
V price and trades
Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.
Shares held
Shares owned after each reported transaction on this company (direct holdings as reported).
Open-market buying and selling
by monthDollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.
Exposure by company
latestMost recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.
Filer Profile
NEW YORK, NY 10001
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| MSFT | Director | 45,691 | $530.61 | $24.24M | $999.7K | 49 | 2026-09-08 |
| WFC | Chairman and CEO | 1,498,707 | $83.94 | $125.80M | $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 | $422.65 | $136.06M | -$63.88M | 12 | 2016-12-02 |
| JPM | Executive Vice President | 1,020,526 | $334.49 | $341.36M | $0 | 18 | 2011-01-26 |
Recent Filings · Page 9 of 12
114 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2016-02-01 | MSFT | Grant (A) | +908 | $0 | EDGAR |
| 2015-12-03 | MSFT | Grant (A) | +679 | $0 | EDGAR |
| 2015-11-23 | V | Mixed | −52,352 | -$4.20M | EDGAR |
| 2015-09-04 | MSFT | Grant (A) | +862 | $0 | EDGAR |
| 2015-06-04 | MSFT | Grant (A) | +800 | $0 | EDGAR |
| 2015-02-02 | MSFT | Grant (A) | +928 | $0 | EDGAR |
| 2015-01-29 | MSFT | Buy (P) | +23,612 | $999.7K | EDGAR |
| 2014-12-03 | MSFT | Grant (A) | +464 | $0 | EDGAR |
| 2014-11-21 | V | Mixed | −1,985 | -$2.75M | EDGAR |
| 2013-11-21 | V | Mixed | −2,129 | -$1.90M | EDGAR |
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.