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 $107.3K 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.

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Disclosed Exposure

$107.3K

Companies

10

Total Filings

17

Lifetime Open-Market Net

$80.2K

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
John Hancock Tax-Advantaged Global Shareholder Yield Fund (HTY) Delisted 1,399 $4.99 $7.0K $10.8K 2 2018-07-31
JHI 700 $13.18 $9.2K $9.7K 2 2014-11-12
PDT 1,058 $12.80 $13.5K $8.8K 2 2013-11-18
HPS 754 $14.34 $10.8K $8.5K 2 2013-11-18
HPF 717 $15.75 $11.3K $9.7K 2 2013-11-18
BTO 587 $37.90 $22.2K $6.7K 1 2013-11-18
JHS 850 $10.87 $9.2K $7.9K 2 2013-11-18
HTD 564 $25.75 $14.5K $5.5K 1 2013-11-08
HPI 518 $15.99 $8.3K $6.0K 1 2013-11-08
HEQ 714 $11.46 $8.2K $6.6K 2 2013-04-09

Recent Filings

17 filings
Form 4 transactions across all companies, newest first.
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
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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.