Charles W Scharf - Net Worth and Insider Trading
Charles W Scharf Net Worth
The estimated net worth of Charles W Scharf is at least $94 Million dollars as of 2024-04-28. Charles W Scharf is the CHIEF EXECUTIVE OFFICER of Visa Inc and owns about 233,844 shares of Visa Inc (V) stock worth over $64 Million. Charles W Scharf is the Chairman & CEO of Bank of New York Mellon Corp and owns about 304,643 shares of Bank of New York Mellon Corp (BK) stock worth over $17 Million. Charles W Scharf is also the CEO & President of Wells Fargo & Co and owns about 177,019 shares of Wells Fargo & Co (WFC) stock worth over $11 Million. Besides these, Charles W Scharf also holds Microsoft Corp (MSFT) . Details can be seen in Charles W Scharf's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Charles W Scharf has not made any transactions after 2020-03-13 and currently still holds the listed stock(s).
Transaction Summary of Charles W Scharf
Charles W Scharf Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Charles W Scharf owns 6 companies in total, including Microsoft Corp (MSFT) , Wells Fargo & Co (WFC) , and Bank of New York Mellon Corp (BK) among others .
Click here to see the complete history of Charles W Scharf’s form 4 insider trades.
Insider Ownership Summary of Charles W Scharf
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
MSFT | Microsoft Corp | 2021-06-02 | director |
WFC | Wells Fargo & Co | 2020-03-13 | director & CEO & President |
BK | Bank of New York Mellon Corp | 2019-02-15 | director & Chief Executive Officer |
V | Visa Inc | 2016-10-28 | director & CHIEF EXECUTIVE OFFICER |
JPM | JPMorgan Chase & Co | 2004-07-01 | Executive Vice President |
TRV | The Travelers Companies Inc | 2004-04-01 | director |
Charles W Scharf Latest Holdings Summary
Charles W Scharf currently owns a total of 4 stocks. Among these stocks, Charles W Scharf owns 233,844 shares of Visa Inc (V) as of October 28, 2016, with a value of $64 Million and a weighting of 68.48%. Charles W Scharf owns 304,643 shares of Bank of New York Mellon Corp (BK) as of February 15, 2019, with a value of $17 Million and a weighting of 18.63%. Charles W Scharf also owns 177,019 shares of Wells Fargo & Co (WFC) as of March 13, 2020, with a value of $11 Million and a weighting of 11.31%. The other 1 stocks Microsoft Corp (MSFT) have a combined weighting of 1.58% among all his current holdings.
Latest Holdings of Charles W Scharf
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
V | Visa Inc | 2016-10-28 | 233,844 | 274.52 | 64,194,855 |
BK | Bank of New York Mellon Corp | 2019-02-15 | 304,643 | 57.32 | 17,462,137 |
WFC | Wells Fargo & Co | 2020-03-13 | 177,019 | 59.91 | 10,605,208 |
MSFT | Microsoft Corp | 2014-10-01 | 3,637 | 406.32 | 1,477,786 |
Holding Weightings of Charles W Scharf
Charles W Scharf Form 4 Trading Tracker
According to the SEC Form 4 filings, Charles W Scharf has made a total of 0 transactions in Visa Inc (V) over the past 5 years. The most-recent trade in Visa Inc is the sale of 772,912 shares on October 28, 2016, which brought Charles W Scharf around $64 Million.
According to the SEC Form 4 filings, Charles W Scharf has made a total of 0 transactions in Bank of New York Mellon Corp (BK) over the past 5 years. The most-recent trade in Bank of New York Mellon Corp is the sale of 4,674 shares on February 15, 2019, which brought Charles W Scharf around $247,675.
According to the SEC Form 4 filings, Charles W Scharf has made a total of 1 transactions in Wells Fargo & Co (WFC) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Wells Fargo & Co is the acquisition of 173,000 shares on March 13, 2020, which cost Charles W Scharf around $5 Million.
More details on Charles W Scharf's insider transactions can be found in the Insider Trading History of Charles W Scharf table.Insider Trading History of Charles W Scharf
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Charles W Scharf Trading Performance
GuruFocus tracks the stock performance after each of Charles W Scharf's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Charles W Scharf is -7.12%. GuruFocus also compares Charles W Scharf's trading performance to market benchmark return within the same time period. The performance of stocks bought by Charles W Scharf within 3 months outperforms 0 times out of 2 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Charles W Scharf's insider trading performs compared to the benchmark.
Performance of Charles W Scharf
Average Return
14.09%
Outperforming Transactions
50%
1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
---|---|---|---|---|---|---|
Return(%) | -2.25 | -7.12 | -11.18 | 14.09 | 8.69 | -1.8 |
Relative Return to S&P 500(%) | -2.91 | -15.62 | -24.95 | -16.3 | -8.1 | -13.35 |
Charles W Scharf Ownership Network
Ownership Network List of Charles W Scharf
Ownership Network Relation of Charles W Scharf
Charles W Scharf Owned Company Details
What does Microsoft Corp do?
Who are the key executives at Microsoft Corp?
Charles W Scharf is the director of Microsoft Corp. Other key executives at Microsoft Corp include EVP & Chief Commercial Officer Judson Althoff , EVP & Human Resources Kathleen T Hogan , and director & Chief Executive Officer Satya Nadella .
Microsoft Corp (MSFT) Insider Trades Summary
Over the past 18 months, Charles W Scharf made no insider transaction in Microsoft Corp (MSFT). Other recent insider transactions involving Microsoft Corp (MSFT) include a net sale of 26,258 shares made by Christopher C Capossela , a net sale of 75,644 shares made by Judson Althoff , and a net sale of 73,451 shares made by Kathleen T Hogan .
In summary, during the past 3 months, insiders sold 81,534 shares of Microsoft Corp (MSFT) in total and bought 0 shares, with a net sale of 81,534 shares. During the past 18 months, 314,416 shares of Microsoft Corp (MSFT) were sold and 0 shares were bought by its insiders, resulting in a net sale of 314,416 shares.
Microsoft Corp (MSFT)'s detailed insider trading history can be found in Insider Trading Tracker table.
Microsoft Corp Insider Transactions
Charles W Scharf Mailing Address
Above is the net worth, insider trading, and ownership report for Charles W Scharf. You might contact Charles W Scharf via mailing address: C/o Visa Inc., 900 Metro Center Blvd., Foster City Ca 94404.