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.
$107.3K
10
17
$80.2K
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 | $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| 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 |