Charles L Bardelis
CIK 1564300 · last filed 2018-07-31
"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 · Page 2 of 2
17 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2013-11-08 | PDT | Buy (P) | +400 | $5.2K | EDGAR |
| 2013-11-08 | HPI | Buy (P) | +300 | $6.0K | EDGAR |
| 2013-11-08 | HPS | Buy (P) | +300 | $5.3K | EDGAR |
| 2013-04-09 | HEQ | Buy (P) | +100 | $1.6K | EDGAR |
| 2013-04-08 | HEQ | Buy (P) | +300 | $4.9K | EDGAR |
| 2012-12-28 | John Hancock Tax-Advantaged Global Shareholder Yield Fund (HTY) Delisted | Buy (P) | +700 | $8.2K | EDGAR |
| 2012-12-28 | JHI | Buy (P) | +275 | $6.0K | EDGAR |
Showing 11–17 of 17
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Page 2 of 2
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.