Bernard J. Clark's Insider Trades & SAST Disclosures
Bernard J. Clark's most recent trade in Charles Schwab Corp. was a trade of 8,164 Common Stock done at an average price of $52.0 . Disclosure was reported to the exchange on June 12, 2024.
Add Superstar Alert
Share
Note
This is a custom search result for pattern Bernard J. Clark.To see full superstar portfolios of large investors like Warren Buffet, Elon Musk and others, click here.
Advanced/Help
"Balanced Fund": Use this format with quotation marks to find the exact phrase. The output matches
"Balanced Fund"
but not "Balanced Growth Fund"
Balanced Fund: Use this format without quotation marks to search for all funds related to the term
"Balanced Fund" The results may include
"Balanced Income Fund", "Balanced Growth Fund" and any fund name containing "Balanced Fund".
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Charles Schwab Corp. | Bernard J. Clark | MD Head of Advisor Services | Exercise or conversion of derivative security received from the company (such as an option) at price $ 52.05 per share. | 12 Jun 2024 | 8,164 | 0 (0%) | 0% | 52.0 | 424,936 | Common Stock |
| Charles Schwab Corp. | Bernard J. Clark | MD Head of Advisor Services | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 12 Jun 2024 | 8,164 | 44,251 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Bernard J. Clark | MD Head of Advisor Services | Sale of securities on an exchange or to another person at price $ 75.00 per share. | 12 Jun 2024 | 8,164 | 121,665 (0%) | 0% | 75 | 612,300 | Common Stock |
| Charles Schwab Corp. | Bernard J. Clark | MD Head of Advisor Services | Sale of securities on an exchange or to another person at price $ 70.91 per share. | 28 May 2024 | 74,615 | 124,481 (0%) | 0% | 70.9 | 5,290,718 | Common Stock |
| Charles Schwab Corp. | Bernard J. Clark | MD Head of Advisor Services | Exercise or conversion of derivative security received from the company (such as an option) at price $ 42.99 per share. | 28 May 2024 | 28,670 | 0 (0%) | 0% | 43.0 | 1,232,523 | Common Stock |
| Charles Schwab Corp. | Bernard J. Clark | MD Head of Advisor Services | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 28 May 2024 | 28,670 | 0 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Bernard J. Clark | MD Head of Advisor Services | Sale of securities on an exchange or to another person at price $ 71.88 per share. | 28 May 2024 | 2,816 | 121,665 (0%) | 0% | 71.9 | 202,428 | Common Stock |
| Charles Schwab Corp. | Bernard J. Clark | MD Head of Advisor Services | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2024 | 80,000 | 80,000 (0%) | 0% | 0 | Common Stock | |
| Charles Schwab Corp. | Bernard J. Clark | MD Head of Advisor Services | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2024 | 64,956 | 64,956 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Bernard J. Clark | MD Head of Advisor Services | Payment of exercise price or tax liability using portion of securities received from the company at price $ 66.36 per share. | 01 Mar 2024 | 31,239 | 0 (0%) | 0% | 66.4 | 2,072,901 | Common Stock |
| Charles Schwab Corp. | Bernard J. Clark | MD, Head of Adivsor Services | Purchase of securities on an exchange or from another person at price $ 54.83 per share. | 17 Mar 2023 | 5,000 | 120,652 (0%) | 0% | 54.8 | 274,154 | Common Stock |
| Charles Schwab Corp. | Bernard J. Clark | MD, Head of Adivsor Services | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 Mar 2023 | 50,135 | 50,135 (0%) | 0% | 0 | Common Stock | |
| Charles Schwab Corp. | Bernard J. Clark | MD, Head of Adivsor Services | Payment of exercise price or tax liability using portion of securities received from the company at price $ 76.46 per share. | 02 Mar 2023 | 20,336 | 0 (0%) | 0% | 76.5 | 1,554,941 | Common Stock |
| Charles Schwab Corp. | Bernard J. Clark | MD, Head of Adivsor Services | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2023 | 56,544 | 56,544 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Bernard J. Clark | MD, EVP - Advisor Services | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2022 | 53,668 | 53,668 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Bernard J. Clark | MD, EVP - Advisor Services | Exercise or conversion of derivative security received from the company (such as an option) at price $ 80.06 per share. | 01 Mar 2022 | 13,585 | 85,853 (0%) | 0% | 80.1 | 1,087,649 | Common Stock |
| Charles Schwab Corp. | Bernard J. Clark | EVP - Advisor Services | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 25 Oct 2021 | 59,931 | 59,931 (0%) | 0% | 0 | Common Stock | |
| Charles Schwab Corp. | Bernard J. Clark | EVP - Advisor Services | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 25 Oct 2021 | 28,370 | 28,670 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Bernard J. Clark | EVP - Advisor Services | Sale of securities on an exchange or to another person at price $ 84.00 per share. | 25 Oct 2021 | 28,370 | 72,268 (0%) | 0% | 84.0 | 2,383,188 | Common Stock |
| Charles Schwab Corp. | Bernard J. Clark | EVP - Advisor Services | Exercise or conversion of derivative security received from the company (such as an option) at price $ 42.99 per share. | 25 Oct 2021 | 28,370 | 100,638 (0%) | 0% | 43.0 | 1,219,626 | Common Stock |
| Charles Schwab Corp. | Bernard J. Clark | EVP - Advisor Services | Sale of securities on an exchange or to another person at price $ 84.00 per share. | 25 Oct 2021 | 300 | 72,268 (0%) | 0% | 84 | 25,200 | Common Stock |
| Charles Schwab Corp. | Bernard J. Clark | EVP - Advisor Services | Exercise or conversion of derivative security received from the company (such as an option) at price $ 42.99 per share. | 25 Oct 2021 | 300 | 72,568 (0%) | 0% | 43.0 | 12,897 | Common Stock |
| Charles Schwab Corp. | Bernard J. Clark | EVP - Advisor Services | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 25 Oct 2021 | 300 | 57,040 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Bernard J. Clark | EVP - Advisor Services | Sale of securities on an exchange or to another person at price $ 78.16 per share. | 11 Oct 2021 | 29,977 | 72,268 (0%) | 0% | 78.2 | 2,342,987 | Common Stock |
| Charles Schwab Corp. | Bernard J. Clark | EVP - Advisor Services | Exercise or conversion of derivative security received from the company (such as an option) at price $ 26.39 per share. | 11 Oct 2021 | 29,977 | 102,245 (0%) | 0% | 26.4 | 791,093 | Common Stock |
| Charles Schwab Corp. | Bernard J. Clark | EVP - Advisor Services | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 11 Oct 2021 | 29,977 | 0 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Bernard J. Clark | EVP - Advisor Services | Sale of securities on an exchange or to another person at price $ 64.81 per share. | 04 Mar 2021 | 9,883 | 72,268 (0%) | 0% | 64.8 | 640,487 | Common Stock |
| Charles Schwab Corp. | Bernard J. Clark | EVP - Advisor Services | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2021 | 86,470 | 86,470 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Bernard J. Clark | EVP - Advisor Services | Exercise or conversion of derivative security received from the company (such as an option) at price $ 63.75 per share. | 01 Mar 2021 | 9,883 | 82,151 (0%) | 0% | 63.7 | 630,041 | Common Stock |
| Charles Schwab Corp. | Bernard J. Clark | EVP - Advisor Services | Sale of securities on an exchange or to another person at price $ 65.03 per share. | 24 Feb 2021 | 29,976 | 72,268 (0%) | 0% | 65.0 | 1,949,357 | Common Stock |
| Charles Schwab Corp. | Bernard J. Clark | EVP - Advisor Services | Exercise or conversion of derivative security received from the company (such as an option) at price $ 26.39 per share. | 24 Feb 2021 | 29,976 | 102,244 (0%) | 0% | 26.4 | 791,067 | Common Stock |
| Charles Schwab Corp. | Bernard J. Clark | EVP - Advisor Services | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 24 Feb 2021 | 29,976 | 29,977 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Bernard J. Clark | EVP - Advisor Services | Sale of securities on an exchange or to another person at price $ 60.01 per share. | 11 Jan 2021 | 29,976 | 72,268 (0%) | 0% | 60.0 | 1,798,731 | Common Stock |
| Charles Schwab Corp. | Bernard J. Clark | EVP - Advisor Services | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 11 Jan 2021 | 29,976 | 59,953 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Bernard J. Clark | EVP - Advisor Services | Exercise or conversion of derivative security received from the company (such as an option) at price $ 26.39 per share. | 11 Jan 2021 | 29,976 | 102,244 (0%) | 0% | 26.4 | 791,067 | Common Stock |
| Charles Schwab Corp. | Bernard J. Clark | EVP - Advisor Services | Sale of securities on an exchange or to another person at price $ 48.83 per share. | 17 Nov 2020 | 101,188 | 72,268 (0%) | 0% | 48.8 | 4,941,344 | Common Stock |
| Charles Schwab Corp. | Bernard J. Clark | EVP - Advisor Services | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 17 Nov 2020 | 75,211 | 0 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Bernard J. Clark | EVP - Advisor Services | Exercise or conversion of derivative security received from the company (such as an option) at price $ 30.17 per share. | 17 Nov 2020 | 75,211 | 147,479 (0%) | 0% | 30.2 | 2,269,116 | Common Stock |
| Charles Schwab Corp. | Bernard J. Clark | EVP - Advisor Services | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 17 Nov 2020 | 25,977 | 0 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles Schwab Corp. | Bernard J. Clark | EVP - Advisor Services | Exercise or conversion of derivative security received from the company (such as an option) at price $ 28.44 per share. | 17 Nov 2020 | 25,977 | 173,456 (0%) | 0% | 28.4 | 738,786 | Common Stock |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges