SEC CIK 1564429
Clark Bernard J.
Reported ownership across 1 company, sourced from SEC Form 4 filings and updated daily.
Current Positions
| Company | Shares Owned | As Of |
|---|---|---|
| SCHWview stock → | 121,665.94 | 2024-06-12 |
Position History — SCHW
Reported shares owned immediately after each Form 4 transaction, over time.
Recent Filings — SCHW
| Date | Activity | Shares | Price | Owned After |
|---|---|---|---|---|
| 2024-06-12 | Option exercise (derivative) | 8,164 | $0.00 | 44,251 |
| 2024-06-12 | Open-market sale | 8,164 | $75.00 | 121,665.94 |
| 2024-06-12 | Option exercise | 8,164 | $52.05 | 0 |
| 2024-05-28 | Option exercise (derivative) | 28,670 | $0.00 | 0 |
| 2024-05-28 | Open-market sale | 74,615 | $70.91 | 124,481.94 |
| 2024-05-28 | Open-market sale | 2,816 | $71.88 | 121,665.94 |
| 2024-05-28 | Option exercise | 28,670 | $42.99 | 0 |
| 2024-03-04 | Tax withholding | 31,239 | $66.36 | 0 |
| 2024-03-01 | Grant / award (derivative) | 64,956 | $0.00 | 64,956 |
| 2024-03-01 | Grant / award | 80,000 | $0.00 | 80,000 |
| 2023-03-17 | Open-market buy | 5,000 | $54.83 | 120,652.81 |
| 2023-03-02 | Tax withholding | 20,336 | $76.46 | 0 |
| 2023-03-02 | Grant / award | 50,135 | $0.00 | 50,135 |
| 2023-03-01 | Grant / award (derivative) | 56,544 | $0.00 | 56,544 |
| 2022-03-01 | Grant / award (derivative) | 53,668 | $0.00 | 53,668 |
| 2022-03-01 | Option exercise | 13,585 | $80.06 | 85,853.81 |
| 2021-10-26 | Option exercise (derivative) | 28,370 | $0.00 | 28,670 |
| 2021-10-26 | Option exercise | 28,370 | $42.99 | 100,638.81 |
| 2021-10-26 | Open-market sale | 28,370 | $84.00 | 72,268.81 |
| 2021-10-25 | Option exercise (derivative) | 300 | $0.00 | 57,040 |
| 2021-10-25 | Option exercise | 300 | $42.99 | 72,568.81 |
| 2021-10-25 | Open-market sale | 300 | $84.00 | 72,268.81 |
| 2021-10-25 | Grant / award | 59,931 | $0.00 | 59,931 |
| 2021-10-11 | Option exercise (derivative) | 29,977 | $0.00 | 0 |
| 2021-10-11 | Open-market sale | 29,977 | $78.16 | 72,268.81 |
| 2021-10-11 | Option exercise | 29,977 | $26.39 | 102,245.81 |
| 2021-03-04 | Open-market sale | 9,883 | $64.81 | 72,268.81 |
| 2021-03-01 | Grant / award (derivative) | 86,470 | $0.00 | 86,470 |
| 2021-03-01 | Option exercise | 9,883 | $63.75 | 82,151.81 |
| 2021-02-24 | Option exercise (derivative) | 29,976 | $0.00 | 29,977 |
| 2021-02-24 | Open-market sale | 29,976 | $65.03 | 72,268.81 |
| 2021-02-24 | Option exercise | 29,976 | $26.39 | 102,244.81 |
| 2021-01-11 | Option exercise (derivative) | 29,976 | $0.00 | 59,953 |
| 2021-01-11 | Open-market sale | 29,976 | $60.01 | 72,268.81 |
| 2021-01-11 | Option exercise | 29,976 | $26.39 | 102,244.81 |
| 2020-11-17 | Option exercise (derivative) | 25,977 | $0.00 | 0 |
| 2020-11-17 | Option exercise | 75,211 | $30.17 | 147,479.81 |
| 2020-11-17 | Option exercise | 25,977 | $28.44 | 173,456.81 |
| 2020-11-17 | Open-market sale | 101,188 | $48.83 | 72,268.81 |
| 2020-03-06 | Open-market sale | 12,629 | $32.94 | 72,268.81 |
| 2020-03-02 | Grant / award (derivative) | 60,293 | $0.00 | 60,293 |
| 2020-03-02 | Option exercise | 12,629 | $40.81 | 84,897.81 |
| 2019-12-12 | Option exercise (derivative) | 28,078 | $0.00 | 0 |
| 2019-12-12 | Open-market sale | 28,078 | $51.00 | 72,268.81 |
| 2019-12-12 | Option exercise | 28,078 | $27.45 | 100,346.81 |
| 2019-03-01 | Grant / award (derivative) | 66,856 | $0.00 | 66,856 |
| 2019-03-01 | Option exercise | 19,419 | $46.77 | 72,268.81 |
| 2018-05-22 | Option exercise (derivative) | 29,678 | $0.00 | 0 |
| 2018-05-22 | Open-market sale | 29,678 | $59.82 | 52,849.81 |
| 2018-05-22 | Option exercise | 29,678 | $25.86 | 82,527.81 |
| 2018-03-07 | Open-market sale | 11,238 | $54.07 | 52,849.81 |
| 2018-03-05 | Option exercise | 3,342 | $52.82 | 64,087.81 |
| 2018-03-02 | Option exercise | 7,896 | $51.62 | 60,745.81 |
| 2018-03-01 | Grant / award (derivative) | 52,415 | $0.00 | 52,415 |
| 2018-02-27 | Option exercise (derivative) | 30,020 | $0.00 | 0 |
| 2018-02-27 | Option exercise | 30,020 | $23.12 | 82,869.81 |
| 2018-02-27 | Open-market sale | 30,020 | $55.05 | 52,849.81 |
| 2017-12-04 | Option exercise (derivative) | 50,444 | $0.00 | 0 |
| 2017-12-04 | Option exercise | 50,444 | $16.40 | 103,293.81 |
| 2017-12-04 | Open-market sale | 50,444 | $50.52 | 52,849.81 |
| 2017-11-30 | Option exercise (derivative) | 32,350 | $0.00 | 0 |
| 2017-11-30 | Open-market sale | 32,350 | $49.16 | 52,849.81 |
| 2017-11-30 | Option exercise | 32,350 | $22.67 | 85,199.81 |
| 2017-09-27 | Option exercise (derivative) | 32,744 | $0.00 | 0 |
| 2017-09-27 | Open-market sale | 32,744 | $43.93 | 95,349.81 |
| 2017-09-27 | Option exercise | 32,744 | $15.43 | 128,093.81 |
| 2017-09-27 | Option exercise | 42,500 | $13.64 | 95,349.81 |
| 2017-09-27 | Open-market sale | 42,500 | $44.03 | 52,849.81 |
| 2017-06-29 | Option exercise (derivative) | 400 | $0.00 | 32,744 |
| 2017-06-29 | Open-market sale | 400 | $44.00 | 52,849.81 |
| 2017-06-29 | Option exercise | 400 | $15.43 | 53,249.81 |
| 2017-03-08 | Open-market sale | 3,186 | $42.27 | 52,849.81 |
| 2017-03-07 | Open-market sale | 1,852 | $42.07 | 56,035.81 |
| 2017-03-06 | Open-market sale | 5,098 | $42.08 | 57,887.81 |
| 2017-03-03 | Option exercise | 3,186 | $42.42 | 62,985.81 |
| 2017-03-02 | Option exercise | 1,852 | $42.51 | 59,799.81 |
| 2017-03-01 | Option exercise (derivative) | 35,930 | $0.00 | 0 |
| 2017-03-01 | Open-market sale | 35,930 | $43.08 | 52,849.81 |
| 2017-03-01 | Option exercise | 35,930 | $18.66 | 88,779.81 |
| 2017-03-01 | Grant / award (derivative) | 57,340 | $0.00 | 57,340 |
| 2017-03-01 | Option exercise | 5,098 | $42.38 | 93,877.81 |
| 2017-01-25 | Option exercise (derivative) | 16,631 | $0.00 | 0 |
| 2017-01-25 | Option exercise | 16,631 | $15.05 | 69,363.07 |
| 2017-01-25 | Open-market sale | 16,631 | $42.29 | 52,732.07 |
| 2017-01-24 | Option exercise (derivative) | 25,300 | $0.00 | 16,631 |
| 2017-01-24 | Option exercise | 25,300 | $15.05 | 78,032.07 |
| 2017-01-24 | Open-market sale | 25,300 | $42.03 | 52,732.07 |
| 2016-11-22 | Option exercise (derivative) | 17,562 | $0.00 | 0 |
| 2016-11-22 | Option exercise | 17,562 | $13.91 | 115,988.07 |
| 2016-11-22 | Open-market sale | 22,194 | $38.14 | 76,232.07 |
| 2016-11-22 | Open-market sale | 17,562 | $38.14 | 98,426.07 |
| 2016-11-22 | Open-market sale | 23,500 | $38.14 | 52,732.07 |
| 2016-11-22 | Option exercise | 22,194 | $12.45 | 98,426.07 |
| 2016-11-22 | Option exercise | 23,500 | $11.75 | 76,232.07 |
| 2016-11-10 | Option exercise (derivative) | 28,090 | $0.00 | 0 |
| 2016-11-10 | Open-market sale | 65,056 | $35.32 | 52,732.07 |
| 2016-11-10 | Open-market sale | 28,090 | $35.32 | 117,788.07 |
| 2016-11-10 | Option exercise | 28,090 | $18.25 | 145,878.07 |
| 2016-11-10 | Option exercise | 65,056 | $15.00 | 117,788.07 |
| 2016-11-10 | Open-market sale | 28,090 | $35.32 | 117,788.07 |
| 2016-11-10 | Open-market sale | 65,056 | $35.32 | 52,732.07 |
| 2016-03-03 | Open-market sale | 10,073 | $26.64 | 49,170.24 |
| 2016-03-03 | Option exercise | 3,331 | $26.73 | 62,574.24 |
| 2016-03-02 | Option exercise | 2,448 | $26.54 | 59,243.24 |
| 2016-03-01 | Grant / award (derivative) | 89,929 | $0.00 | 89,929 |
| 2016-03-01 | Option exercise | 10,073 | $25.90 | 56,795.24 |
| 2015-12-04 | Option exercise (derivative) | 25,987 | $0.00 | 0 |
| 2015-12-04 | Open-market sale | 25,987 | $34.50 | 20,291.95 |
| 2015-12-04 | Option exercise | 25,987 | $17.38 | 25,987 |
| 2015-11-06 | Option exercise (derivative) | 28,810 | $0.00 | 0 |
| 2015-11-06 | Option exercise | 28,810 | $19.36 | 75,088.95 |
| 2015-11-06 | Open-market sale | 28,810 | $33.52 | 46,278.95 |
| 2015-11-05 | Open-market sale | 2,973 | $31.56 | 46,278.95 |
| 2015-11-02 | Option exercise | 2,973 | $30.98 | 49,251.95 |
| 2015-08-25 | Open-market sale | 45,000 | $30.08 | 46,278.95 |
| 2015-03-06 | Option exercise (derivative) | 11,097 | $0.00 | 22,194 |
| 2015-03-06 | Option exercise (derivative) | 17,562 | $0.00 | 17,562 |
| 2015-03-06 | Open-market sale | 17,562 | $31.09 | 91,092.26 |
| 2015-03-06 | Option exercise | 17,562 | $13.91 | 123,872.26 |
| 2015-03-06 | Option exercise | 11,097 | $12.45 | 134,969.26 |
| 2015-03-06 | Open-market sale | 11,097 | $31.06 | 123,872.26 |
| 2015-03-06 | Open-market sale | 15,218 | $30.75 | 108,654.26 |
| 2015-03-03 | Option exercise | 4,209 | $29.95 | 106,310.26 |
| 2015-03-02 | Grant / award (derivative) | 75,211 | $0.00 | 75,211 |
| 2015-03-02 | Option exercise | 11,009 | $29.77 | 102,101.26 |
| 2015-03-02 | Grant / award (derivative) | 75,211 | $0.00 | 75,211 |
| 2015-03-02 | Grant / award (derivative) | 75,211 | $0.00 | 75,211 |
| 2014-11-05 | Open-market sale | 4,248 | $28.71 | 89,805.72 |
| 2014-11-03 | Grant / award (derivative) | 25,977 | $0.00 | 25,977 |
| 2014-11-03 | Option exercise | 4,248 | $28.59 | 94,053.72 |
| 2014-08-25 | Option exercise (derivative) | 26,115 | $0.00 | 0 |
| 2014-08-25 | Open-market sale | 26,115 | $28.98 | 89,805.72 |
| 2014-08-25 | Option exercise | 26,115 | $23.33 | 115,920.72 |
| 2014-08-01 | Grant / award (derivative) | 28,078 | $0.00 | 28,078 |
| 2014-03-03 | Grant / award (derivative) | 29,678 | $0.00 | 29,678 |
| 2014-03-03 | Option exercise | 13,271 | $25.97 | 88,610.14 |
| 2013-11-18 | Option exercise (derivative) | 11,096 | $0.00 | 33,291 |
| 2013-11-18 | Option exercise (derivative) | 23,499 | $0.00 | 23,500 |
| 2013-11-18 | Option exercise (derivative) | 12,500 | $0.00 | 0 |
| 2013-11-18 | Option exercise | 12,500 | $12.66 | 116,823.82 |
| 2013-11-18 | Option exercise | 23,499 | $11.75 | 104,323.82 |
| 2013-11-18 | Option exercise | 11,096 | $12.45 | 127,919.82 |
| 2013-11-18 | Open-market sale | 6,126 | $24.51 | 121,793.82 |
| 2013-11-18 | Open-market sale | 47,095 | $24.51 | 74,698.82 |
| 2013-11-04 | Grant / award | 740 | $0.00 | 80,824.82 |
| 2013-11-04 | Option exercise | 1,071 | $23.10 | 2,289 |
| 2013-11-01 | Grant / award (derivative) | 30,020 | $0.00 | 30,020 |
| 2013-11-01 | Grant / award | 5,386 | $0.00 | 80,084.82 |
| 2013-08-02 | Grant / award | 873 | $0.00 | 74,698.82 |
| 2013-08-01 | Grant / award (derivative) | 32,350 | $0.00 | 32,350 |
| 2013-08-01 | Option exercise | 1,263 | $22.60 | 3,360 |
| 2013-05-31 | Option exercise (derivative) | 25,986 | $0.00 | 0 |
| 2013-05-31 | Open-market sale | 25,986 | $20.21 | 73,825.82 |
| 2013-05-31 | Option exercise | 25,986 | $18.29 | 99,811.82 |
| 2013-05-29 | Open-market sale | 5,000 | $20.00 | 73,825.82 |
| 2013-03-13 | Open-market sale | 5,000 | $18.00 | 78,825.82 |
| 2013-03-01 | Grant / award (derivative) | 50,444 | $0.00 | 50,444 |
| 2013-03-01 | Grant / award | 4,853 | $0.00 | 83,825.82 |
| 2013-03-01 | Option exercise | 1,024 | $16.23 | 4,623 |
| 2013-02-15 | Open-market sale | 7,000 | $16.82 | 78,667.17 |
| 2012-12-12 | — | — | — | 3,319.39 |
| 2012-12-12 | — | — | — | 4,576 |
| 2012-12-12 | — | — | — | 595.88 |
| 2012-12-12 | — | — | — | 85,667.17 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.