| |
| |
|
| Insider
Information: |
Schwab Charles R |
| Relationship: |
10% Owner |
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
3 |
|
| Direct
Shares |
7,831 |
|
|
Indirect Shares
|
110,784,355 |
|
|
| Direct
Value |
$153,723 |
|
|
|
Indirect Value
|
$7,271,746,164 |
|
|
| Total
Shares |
110,792,186 |
|
|
| Total
Value |
$7,271,899,886 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
3
|
79
|
|
Stock
price went up :
|
0
|
28
|
| Stock
price went down : |
3
|
51
|
| |
|
|
|
Gain/Loss Ratio : |
-3.0
|
-3.0
|
| Percentage
Gain/Loss : |
 -66.7%
|
-60.1%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Charles Schwab Corp |
SCHW |
Co-Chairman, Director |
2024-03-01 |
0 |
2024-05-20 |
98,678,219 |
Premium* |
|
|
ALTABA Inc |
AABA |
Director |
2015-12-31 |
7,831 |
2015-12-31 |
321,616 |
Premium* |
|
|
Local Bounti Corporation |
LOCL |
10% Owner |
2021-12-02 |
0 |
2022-10-21 |
11,784,520 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
629 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 16 of 26
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2018-05-22 |
4 |
S |
$59.85 |
$10,458,386 |
I/I |
(174,750) |
84,420,536 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2018-05-22 |
4 |
GD |
$0.00 |
$0 |
I/I |
275,460 |
84,145,076 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2018-06-11 |
4 |
GD |
$0.00 |
$0 |
I/I |
208,135 |
83,936,941 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2018-07-23 |
4 |
GD |
$0.00 |
$0 |
I/I |
10,750 |
83,926,191 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2018-07-24 |
4 |
S |
$52.75 |
$10,049,275 |
I/I |
(190,500) |
83,735,691 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2018-08-24 |
4 |
GD |
$0.00 |
$0 |
I/I |
5,075 |
83,730,616 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2018-11-06 |
4 |
GD |
$0.00 |
$0 |
I/I |
3,562,995 |
80,482,621 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2018-11-07 |
4 |
GD |
$0.00 |
$0 |
I/I |
142,472 |
80,340,149 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2018-11-15 |
4 |
S |
$46.97 |
$17,989,804 |
I/I |
(383,000) |
79,957,149 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2018-11-26 |
4 |
GD |
$0.00 |
$0 |
I/I |
44,185 |
79,912,964 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2018-11-27 |
4 |
GD |
$0.00 |
$0 |
I/I |
26,750 |
79,891,789 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2018-11-28 |
4 |
GD |
$0.00 |
$0 |
I/I |
906,225 |
78,985,564 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2019-01-29 |
4 |
GD |
$0.00 |
$0 |
I/I |
84,150 |
78,499,369 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2019-02-01 |
4 |
S |
$47.04 |
$11,760,200 |
I/I |
(250,000) |
78,249,369 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2019-02-15 |
4 |
GD |
$0.00 |
$0 |
I/I |
108,875 |
77,825,394 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2019-02-21 |
4 |
GD |
$0.00 |
$0 |
I/I |
95,550 |
77,729,844 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2019-03-01 |
4 |
OE |
$46.77 |
$1,515,442 |
I/I |
32,402 |
77,762,246 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2019-04-22 |
4 |
S |
$45.29 |
$11,321,550 |
I/I |
(250,000) |
77,512,246 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2019-04-23 |
4 |
S |
$45.57 |
$11,391,300 |
I/I |
(250,000) |
77,262,246 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2019-04-29 |
4 |
S |
$45.97 |
$11,492,100 |
I/I |
(250,000) |
76,762,246 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2019-05-03 |
4 |
S |
$46.27 |
$2,604,270 |
I/I |
(56,280) |
76,705,966 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2019-05-08 |
4 |
GD |
$0.00 |
$0 |
I/I |
109,080 |
18,179,670 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2019-05-10 |
4 |
GD |
$0.00 |
$0 |
I/I |
26,555 |
76,683,836 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2019-07-23 |
4 |
GD |
$0.00 |
$0 |
I/I |
85,000 |
76,598,836 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2019-07-24 |
4 |
GD |
$0.00 |
$0 |
I/I |
45,725 |
76,553,111 |
0 |
- |
|
629 Records found
|
|
Page 16 of 26 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
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|
