Bernard J. Clark
CIK 1564429 · MD Head of Advisor Services · last filed 2024-06-14
Bernard J. Clark is a MD Head of Advisor Services who has filed 65 SEC Form 4 insider transactions across 4 companies since 2013. The most recent filing, for SCHWpJ, was dated Jun 14, 2024. Across all open-market trades the lifetime net is −$53.9M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $99.1K 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.
$99.1K
4
65
-$53.95M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| SCHWpJ | MD Head of Advisor Services | 673 | $17.43 | $11.7K | -$10.58M | 11 | 2024-06-14 |
| SCHWpD | EVP - Advisor Services | 3,593 | $24.31 | $87.4K | -$35.41M | 27 | 2021-03-04 |
| SCHWAB CHARLES CORP (SCHWpC) Delisted | EVP - Advisor Services | 26,596 | $25.01 | $665.2K | -$3.58M | 8 | 2016-03-04 |
| SCHWAB CHARLES CORP (SCHWpB) Delisted | EVP - Advisor Services | 137,258 | — | — | -$4.37M | 19 | 2015-03-10 |
Recent Filings
65 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2024-06-14 | SCHWpJ | Mixed | — | -$187.4K | EDGAR |
| 2024-05-30 | SCHWpJ | Mixed | −48,761 | -$4.26M | EDGAR |
| 2024-03-05 | SCHWpJ | Mixed | +48,761 | -$2.07M | EDGAR |
| 2023-03-20 | SCHWpJ | Buy (P) | +5,000 | $274.2K | EDGAR |
| 2023-03-06 | SCHWpJ | Mixed | +29,799 | -$1.55M | EDGAR |
| 2023-03-03 | SCHWpJ | Grant (A) | — | $0 | EDGAR |
| 2022-04-07 | SCHWpJ | — | — | $0 | EDGAR |
| 2022-03-03 | SCHWpJ | Mixed | +13,585 | $1.09M | EDGAR |
| 2021-10-27 | SCHWpJ | Mixed | +59,931 | -$1.16M | EDGAR |
| 2021-10-25 | SCHWpJ | Mixed | — | -$12.3K | EDGAR |