Bernard J. Clark - Net Worth and Insider Trading
Bernard J. Clark Net Worth
The estimated net worth of Bernard J. Clark is at least $8 Million dollars as of 2024-08-26. Bernard J. Clark is the MD Head of Advisor Services of Charles Schwab Corp and owns about 126,079 shares of Charles Schwab Corp (SCHW) stock worth over $8 Million. Details can be seen in Bernard J. Clark's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Bernard J. Clark has not made any transactions after 2024-06-12 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Bernard J. Clark
Bernard J. Clark Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Bernard J. Clark owns 1 companies in total, including Charles Schwab Corp (SCHW) .
Click here to see the complete history of Bernard J. Clark’s form 4 insider trades.
Insider Ownership Summary of Bernard J. Clark
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| SCHW | Charles Schwab Corp | 2024-06-12 | MD & Head of Adivsor Services |
Bernard J. Clark Latest Holdings Summary
Bernard J. Clark currently owns a total of 1 stock. Bernard J. Clark owns 126,079 shares of Charles Schwab Corp (SCHW) as of June 12, 2024, with a value of $8 Million.
Latest Holdings of Bernard J. Clark
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| SCHW | Charles Schwab Corp | 2024-06-12 | 126,079 | 64.36 | 8,114,444 |
Holding Weightings of Bernard J. Clark
Bernard J. Clark Form 4 Trading Tracker
According to the SEC Form 4 filings, Bernard J. Clark has made a total of 12 transactions in Charles Schwab Corp (SCHW) over the past 5 years, including 1 buys and 11 sells. The most-recent trade in Charles Schwab Corp is the sale of 8,164 shares on June 12, 2024, which brought Bernard J. Clark around $612,300.
Insider Trading History of Bernard J. Clark
- 1
Bernard J. Clark Trading Performance
GuruFocus tracks the stock performance after each of Bernard J. Clark's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Bernard J. Clark is -3.56%. GuruFocus also compares Bernard J. Clark's trading performance to market benchmark return within the same time period. The performance of stocks bought by Bernard J. Clark within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Bernard J. Clark's insider trading performs compared to the benchmark.
Performance of Bernard J. Clark
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -6.45 | | | | | |
| Relative Return to S&P 500(%) | -12.44 | | | | | |
Bernard J. Clark Ownership Network
Bernard J. Clark Owned Company Details
What does Charles Schwab Corp do?
Who are the key executives at Charles Schwab Corp?
Bernard J. Clark is the MD & Head of Adivsor Services of Charles Schwab Corp. Other key executives at Charles Schwab Corp include director & Co-Chairman Charles R. Schwab , President Richard A Wurster , and EVP/COO - Individual Investor Walter W Bettinger .
Charles Schwab Corp (SCHW) Insider Trades Summary
Over the past 18 months, Bernard J. Clark made 3 insider transaction in Charles Schwab Corp (SCHW) with a net sale of 80,595. Other recent insider transactions involving Charles Schwab Corp (SCHW) include a net sale of 147,551 shares made by Carolyn Schwab-pomerantz , a net sale of 961,975 shares made by Charles R. Schwab , and a net sale of 40,483 shares made by Peter B. Crawford .
In summary, during the past 3 months, insiders sold 194,231 shares of Charles Schwab Corp (SCHW) in total and bought 35,000 shares, with a net sale of 159,231 shares. During the past 18 months, 1,539,318 shares of Charles Schwab Corp (SCHW) were sold and 171,677 shares were bought by its insiders, resulting in a net sale of 1,367,641 shares.
Charles Schwab Corp (SCHW)'s detailed insider trading history can be found in Insider Trading Tracker table.
Charles Schwab Corp Insider Transactions
Bernard J. Clark Mailing Address
Above is the net worth, insider trading, and ownership report for Bernard J. Clark. You might contact Bernard J. Clark via mailing address: C/o The Charles Schwab Corporation, 211 Main Street, San Francisco Ca 94105.
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