Charlie Scharf

Insider profile

Currently holds positions in Microsoft Corporation and Wells Fargo & Company

Performance

Overall performance
2.3
Performance over holding periods
2.3
30 days 90 days 120 days
Average return 9% 8.2% 15.1%
Success rate 95% 68% 82%
Transactions
2 50% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance

Positions

Position Company Period
Independent Director Microsoft Corporation Oct. 1, 2014 -
President, Chief Executive Officer, Director Wells Fargo & Company Oct. 21, 2019 -
Chairman and Chief Executive Officer Bank of New York Mellon Corp Jan. 1, 2018 - Sept. 27, 2019
Chief Executive Officer, Director Bank of New York Mellon Corp July 17, 2017 - Jan. 1, 2018
Chief Executive Officer, Director Visa Inc Nov. 1, 2012 - Dec. 1, 2016
Charlie Scharf's trades of Wells Fargo & Company's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Purchase
Price
220.99
Quantity 38,268 +47.4%
Value US$4,993,964
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2020-03-16 2020-03-13
B Purchase
38,268 +47.4%
220.99
US$4,993,964 		38,268 +47.4% 220.99 US$4,993,964
2019-02-20 2019-02-15
S Sale
12,220 +1.1%
233.26
US$948,610 		12,220 +1.1% 233.26 US$948,610