Insiders · Profile

Clark Bernard J.

MD Head of Advisor Services at Charles Schwab. Filing since 15 Feb 2013. CIK 0001564429

Company
Date
Role
Action
Shares
Amount
Of holding
12 Jun 2024
MD Head of Advisor Services
Sold on a plan
8,164
$612.30K
6.3%
28 May 2024
MD Head of Advisor Services
Sold on a plan
77,431
$5.49M
38.9%
17 Mar 2023
MD, Head of Adivsor Services
Bought
5,000
$274.15K
4.3%
26 Oct 2021
EVP - Advisor Services
Sold, plan not stated
28,370
$2.38M
28.2%
25 Oct 2021
EVP - Advisor Services
Sold, plan not stated
300
$25.20K
0.4%
11 Oct 2021
EVP - Advisor Services
Sold, plan not stated
29,977
$2.34M
29.3%
4 Mar 2021
EVP - Advisor Services
Sold, plan not stated
9,883
$640.49K
12.0%
24 Feb 2021
EVP - Advisor Services
Sold, plan not stated
29,976
$1.95M
29.3%
11 Jan 2021
EVP - Advisor Services
Sold, plan not stated
29,976
$1.80M
29.3%
17 Nov 2020
EVP - Advisor Services
Sold, plan not stated
101,188
$4.94M
58.3%
6 Mar 2020
EVP - Advisor Services
Sold, plan not stated
12,629
$416.00K
14.9%
12 Dec 2019
EVP - Advisor Services
Sold, plan not stated
28,078
$1.43M
28.0%
22 May 2018
EVP - Advisor Services
Sold, plan not stated
29,678
$1.78M
36.0%
7 Mar 2018
EVP - Advisor Services
Sold, plan not stated
11,238
$607.69K
17.5%
27 Feb 2018
EVP - Advisor Services
Sold, plan not stated
30,020
$1.65M
36.2%
4 Dec 2017
EVP - Advisor Services
Sold, plan not stated
50,444
$2.55M
48.8%
30 Nov 2017
EVP - Advisor Services
Sold, plan not stated
32,350
$1.59M
38.0%
27 Sep 2017
EVP - Advisor Services
Sold, plan not stated
75,244
$3.31M
58.7%
29 Jun 2017
EVP - Advisor Services
Sold, plan not stated
400
$17.60K
0.8%
8 Mar 2017
EVP - Advisor Services
Sold, plan not stated
3,186
$134.67K
5.7%
7 Mar 2017
EVP - Advisor Services
Sold, plan not stated
1,852
$77.91K
3.2%
6 Mar 2017
EVP - Advisor Services
Sold, plan not stated
5,098
$214.52K
8.1%
1 Mar 2017
EVP - Advisor Services
Sold, plan not stated
35,930
$1.55M
40.5%
25 Jan 2017
EVP - Advisor Services
Sold, plan not stated
16,631
$703.32K
24.0%
24 Jan 2017
EVP - Advisor Services
Sold, plan not stated
25,300
$1.06M
32.4%
22 Nov 2016
EVP - Advisor Services
Sold, plan not stated
63,256
$2.41M
54.5%
10 Nov 2016
EVP - Advisor Services
Sold, plan not stated
93,146
$3.29M
63.9%
3 Mar 2016
EVP - Advisor Services
Sold, plan not stated
10,073
$268.33K
17.0%
4 Dec 2015
EVP - Advisor Services
Sold, plan not stated
25,987
$896.62K
56.2%
6 Nov 2015
EVP - Advisor Services
Sold, plan not stated
28,810
$965.76K
38.4%
5 Nov 2015
EVP - Advisor Services
Sold, plan not stated
2,973
$93.83K
6.0%
25 Aug 2015
EVP - Advisor Services
Sold, plan not stated
45,000
$1.35M
49.3%
6 Mar 2015
EVP - Advisor Services
Sold, plan not stated
43,877
$1.36M
32.5%
5 Nov 2014
EVP - Advisor Services
Sold, plan not stated
4,248
$121.96K
4.5%
25 Aug 2014
EVP - Advisor Services
Sold, plan not stated
26,115
$756.68K
22.5%
18 Nov 2013
EVP - Advisor Services
Sold, plan not stated
53,221
$1.30M
41.6%
31 May 2013
EVP - Advisor Services
Sold, plan not stated
25,986
$525.25K
26.0%
29 May 2013
EVP - Advisor Services
Sold, plan not stated
5,000
$100.00K
6.3%
13 Mar 2013
EVP - Advisor Services
Sold, plan not stated
5,000
$90.00K
6.0%
15 Feb 2013
EVP - Advisor Services
Sold, plan not stated
7,000
$117.75K
8.2%
40 decisions on file.