SEC CIK 1195358

SCHARF CHARLES W

Reported ownership across 5 companies, sourced from SEC Form 4 filings and updated daily.

Current Positions

CompanyShares OwnedAs Of
WFCview stock →1,498,288.352026-03-05
JPMview stock →1,015,930.112011-01-25
Vview stock →321,9122016-11-30
BNYview stock →304,1182019-02-15
MSFTview stock →45,1662026-09-05

Position History — JPM

Reported shares owned immediately after each Form 4 transaction, over time.

0580,4301,160,8601,741,2902006-012006-042007-012008-022009-072010-042011-01

Recent Filings — JPM

DateActivitySharesPriceOwned After
2011-01-25Option exercise (derivative)140,730$0.000
2011-01-25Tax withholding136,301$44.851,015,930.11
2011-01-25Option exercise140,730$42.221,152,231.11
2011-01-19Grant / award (derivative)153,847$0.00153,847
2011-01-19Grant / award (derivative)128,712$0.00128,712
2011-01-13Option exercise (derivative)51,322$0.0051,322
2011-01-13Option exercise51,322$0.001,066,424.11
2011-01-13Tax withholding54,923$44.571,011,501.11
2010-04-21Option exercise (derivative)100,000$0.000
2010-04-21Option exercise100,000$24.951,090,542.79
2010-04-21Tax withholding75,590$45.701,014,952.79
2010-04-15Gift25,000$0.00990,542.79
2010-02-03Grant / award (derivative)198,905$0.00198,905
2010-02-03Grant / award (derivative)115,120$0.00115,120
2010-01-25Tax withholding50,118$39.371,015,493.32
2009-07-23Option exercise (derivative)196,000$0.000
2009-07-23Tax withholding175,265$37.521,065,565.12
2009-07-23Option exercise196,000$29.961,240,830.12
2009-07-17Option exercise (derivative)200,000$0.00196,000
2009-07-17Tax withholding180,739$36.691,044,830.12
2009-07-17Option exercise200,000$29.961,225,569.12
2009-01-25Tax withholding35,784$23.201,025,569.08
2009-01-20Grant / award (derivative)102,644$0.00102,644
2009-01-20Grant / award (derivative)300,000$0.00300,000
2008-02-01Option exercise (derivative)929,600$0.00100,000
2008-02-01Grant / award (derivative)485,359$0.00485,359
2008-02-01Option exercise929,600$24.951,741,289.92
2008-02-01Tax withholding679,937$47.801,061,352.92
2008-01-25Tax withholding32,971$44.53811,689.92
2008-01-22Grant / award (derivative)400,000$0.00400,000
2008-01-22Grant / award144,364$39.83844,660.92
2007-01-25Tax withholding15,343$50.27700,276.11
2007-01-20Tax withholding17,005$48.54715,619.11
2007-01-18Grant / award82,902$48.25732,624.11
2007-01-16Tax withholding6,024$48.08649,722.11
2006-07-01Tax withholding86,063$42.50655,702.59
2006-04-26Option exercise (derivative)147,000$0.0051,000
2006-04-26Grant / award (derivative)125,476$0.00125,476
2006-04-26Grant / award (derivative)94,181$0.0094,181
2006-04-26Option exercise (derivative)114,840$0.000
2006-04-26Grant / award (derivative)46,549$0.0046,549
2006-04-26Option exercise56,760$28.70746,109.44
2006-04-26Option exercise114,840$28.70860,949.44
2006-04-26Option exercise147,000$31.221,007,949.44
2006-04-26Tax withholding46,549$42.22961,400.44
2006-04-26Tax withholding94,181$42.22867,219.44
2006-04-26Tax withholding125,746$42.22741,473.44
2006-01-21Tax withholding14,940$38.05689,324.57
2006-01-19Grant / award80,491$0.00704,264.57

Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.