Clark Bernard J. — SEC Form 4 filings
SEC reporting owner CIK 1564429. 3 Form 4 filings on record with FilingPulse; latest filed 2024-06-14.
Transaction summary — filings shown
Covers all 3 filings on record, filed 2024-03-05 to 2024-06-14. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 3 legs across 2 filings — 85,595 shares, $6,105,446 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 7.
- Largest priced transaction: sale of 74,615 shares @ $70.91 ($5,290,718) in SCHWAB CHARLES CORP, filed 2024-05-30.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| SCHWAB CHARLES CORP (SCHW) | MD Head of Advisor Services | 3 | — | 3 legs · 85,595 sh · $6,105,446 | 7 |
Form 4 filings — Clark Bernard J.
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2024-06-14 | 4 | SCHWAB CHARLES CORP (SCHW) | Option exercise (M): 8,164 @ $52.05 · Sale (S): 8,164 @ $75 · Option exercise (M): 8,164 (derivative) @ $0 | EDGAR |
| 2024-05-30 | 4 | SCHWAB CHARLES CORP (SCHW) | Option exercise (M): 28,670 @ $42.99 · Sale (S): 74,615 @ $70.91 · Sale (S): 2,816 @ $71.88 · Option exercise (M): 28,670 (derivative) @ $0 | EDGAR |
| 2024-03-05 | 4 | SCHWAB CHARLES CORP (SCHW) | Grant/award (A): 80,000 @ $0 · Tax withholding (F): 31,239 @ $66.36 · Grant/award (A): 64,956 (derivative) @ $0 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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