Bernard J. Clark
CIK 1564429 · MD Head of Advisor Services · last filed 2024-06-14
"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
$99.1K
Companies
4
Total Filings
65
Lifetime Open-Market Net
-$53.95M
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 |
|---|---|---|---|---|---|---|---|
| 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 · Page 3 of 7
65 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2018-05-23 | SCHWpD | Mixed | — | -$1.01M | EDGAR |
| 2018-03-08 | SCHWpD | Sell (S) | −11,238 | -$607.7K | EDGAR |
| 2018-03-06 | SCHWpD | Exer (M) | +3,342 | $176.5K | EDGAR |
| 2018-03-05 | SCHWpD | Mixed | +7,896 | $407.6K | EDGAR |
| 2018-02-27 | SCHWpD | Mixed | — | -$958.4K | EDGAR |
| 2017-12-04 | SCHWpD | Mixed | — | -$1.72M | EDGAR |
| 2017-11-30 | SCHWpD | Mixed | — | -$857.0K | EDGAR |
| 2017-09-28 | SCHWpD | Mixed | — | -$2.22M | EDGAR |
| 2017-06-30 | SCHWpD | Mixed | — | -$11.4K | EDGAR |
| 2017-03-08 | SCHWpD | Sell (S) | −5,038 | -$212.6K | EDGAR |
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.