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 7 of 7
65 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2013-06-04 | SCHWAB CHARLES CORP (SCHWpB) Delisted | Mixed | — | -$49.9K | EDGAR |
| 2013-05-31 | SCHWAB CHARLES CORP (SCHWpB) Delisted | Sell (S) | −5,000 | -$100.0K | EDGAR |
| 2013-03-14 | SCHWAB CHARLES CORP (SCHWpB) Delisted | Sell (S) | −5,000 | -$90.0K | EDGAR |
| 2013-03-05 | SCHWAB CHARLES CORP (SCHWpB) Delisted | Grant (A) | +4,853 | $0 | EDGAR |
| 2013-02-19 | SCHWAB CHARLES CORP (SCHWpB) Delisted | Sell (S) | −7,000 | -$117.7K | EDGAR |
Showing 61–65 of 65
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Page 7 of 7
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.