Charles L Bardelis
CIK 1564300 · last filed 2018-07-31
Charles L Bardelis is a corporate insider who has filed 17 SEC Form 4 insider transactions across 10 companies since 2012. The most recent filing shows the insider bought $2.6K of HTY on Jul 31, 2018. Across all open-market trades the lifetime net is +$80.2K, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $97.2K across reported positions.
"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.
HTY 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
601 CONGRESS STREET
BOSTON, MA 02210
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| John Hancock Tax-Advantaged Global Shareholder Yield Fund (HTY) Delisted | 1,399 | $4.99 | $7.0K | $10.8K | 2 | 2018-07-31 | |
| JHI | 700 | $11.76 | $8.2K | $9.7K | 2 | 2014-11-12 | |
| PDT | 1,058 | $11.78 | $12.5K | $8.8K | 2 | 2013-11-18 | |
| HPS | 754 | $11.66 | $8.8K | $8.5K | 2 | 2013-11-18 | |
| HPF | 717 | $12.80 | $9.2K | $9.7K | 2 | 2013-11-18 | |
| BTO | 587 | $37.42 | $22.0K | $6.7K | 1 | 2013-11-18 | |
| JHS | 850 | $10.32 | $8.8K | $7.9K | 2 | 2013-11-18 | |
| HTD | 564 | $22.73 | $12.8K | $5.5K | 1 | 2013-11-08 | |
| HPI | 518 | $13.24 | $6.9K | $6.0K | 1 | 2013-11-08 | |
| HEQ | 714 | $11.42 | $8.2K | $6.6K | 2 | 2013-04-09 |
Recent Filings
17 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2018-07-31 | John Hancock Tax-Advantaged Global Shareholder Yield Fund (HTY) Delisted | Buy (P) | +300 | $2.6K | EDGAR |
| 2014-11-12 | JHI | Buy (P) | +200 | $3.8K | EDGAR |
| 2013-11-18 | PDT | Buy (P) | +300 | $3.6K | EDGAR |
| 2013-11-18 | HPS | Buy (P) | +200 | $3.2K | EDGAR |
| 2013-11-18 | HPF | Buy (P) | +200 | $3.6K | EDGAR |
| 2013-11-18 | BTO | Buy (P) | +300 | $6.7K | EDGAR |
| 2013-11-18 | JHS | Buy (P) | +200 | $2.8K | EDGAR |
| 2013-11-08 | JHS | Buy (P) | +347 | $5.1K | EDGAR |
| 2013-11-08 | HPF | Buy (P) | +300 | $6.0K | EDGAR |
| 2013-11-08 | HTD | Buy (P) | +300 | $5.5K | 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.