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

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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

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

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.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Charles W Scharf

Average Return

14.09%

Average return per transaction

Outperforming Transactions

50%

1 out of 2 outperforming transactions.
Each transaction is measured over a period and compared to .
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

No Data

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.

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Microsoft Corp Insider Transactions

No Available Data

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.

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