Form 4 holding
MD Head of Advisor Services
SCHWAB CHARLES CORP
- Security class
- Common Stock
- Shares / value
- 121,666
- Estimated value
- $9,124,946
- Report date
- 12 Jun 2024
- Price
- $75.00
- Ownership
- by Trust
Bernard J. Clark - MD Head of Advisor Services at SCHWAB CHARLES CORP
Issuer-level insider activity
- Role
- MD Head of Advisor Services
- Issuer ticker
- SCHW, SCHW-PD, SCHW-PJ on NYSE
- Entity type
- Individual
- Source filing history
- Open source filing history
Identity
Names, identifiers, and filing context for this profile.
1 identity field
Source evidence
Original filing metadata and source links for verification.
1 source field
No buys or sells have been reported by Bernard J. Clark since 21 Oct 2025
Reported holdings for Bernard J. Clark in SCHWAB CHARLES CORP
Form 4 holding
MD Head of Advisor Services
SCHWAB CHARLES CORP
- Security class
- Common Stock
- Shares / value
- 3,740
- Estimated value
- $280,479
- Report date
- 12 Jun 2024
- Price
- $75.00
- Ownership
- by 401(k)
Form 4 holding
MD Head of Advisor Services
SCHWAB CHARLES CORP
- Security class
- Common Stock
- Shares / value
- 673
- Estimated value
- $50,510
- Report date
- 12 Jun 2024
- Price
- $75.00
- Ownership
- by ESOP
Form 4 holding
MD Head of Advisor Services
SCHWAB CHARLES CORP
- Security class
- Common Stock
- Shares / value
- 0
- Estimated value
- $0
- Report date
- 12 Jun 2024
- Price
- $52.05
- Ownership
- Direct
Form 4 holding
MD Head of Advisor Services
SCHWAB CHARLES CORP
- Security class
- Nonqualified Stock Option (right to buy)
- Shares / value
- 44,251
- Estimated value
- Report date
- 12 Jun 2024
- Price
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
Transaction history for Bernard J. Clark in SCHWAB CHARLES CORP
| Sym | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares after | Date | Ownership |
|---|
* marks a reported price that did not pass the local price check.