| |
| |
|
| 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 20 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 and CEO |
• • • |
2006-02-02 |
4/A |
S |
$14.62 |
$68,714 |
D/D |
(4,700) |
13,863,795 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2006-02-07 |
4 |
S |
$14.44 |
$7,290,668 |
D/D |
(500,000) |
12,357,495 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2006-02-08 |
4 |
S |
$14.77 |
$1,477 |
I/I |
(100) |
162,256,290 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2006-02-08 |
4 |
S |
$14.46 |
$7,260,968 |
I/I |
(499,900) |
162,256,390 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2006-02-09 |
4 |
S |
$14.59 |
$7,343,275 |
I/I |
(499,300) |
161,756,990 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2006-02-09 |
4 |
S |
$14.88 |
$10,422 |
I/I |
(700) |
161,756,290 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2006-02-10 |
4 |
S |
$14.63 |
$709,190 |
I/I |
(48,369) |
161,256,290 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2006-02-10 |
4 |
S |
$14.31 |
$6,542,132 |
I/I |
(451,631) |
161,304,659 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2006-02-13 |
4 |
S |
$14.36 |
$7,220,745 |
I/I |
(500,000) |
160,756,290 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2006-02-14 |
4 |
S |
$15.18 |
$540,765 |
I/I |
(35,542) |
160,256,290 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2006-02-14 |
4 |
S |
$14.54 |
$2,563,166 |
I/I |
(173,932) |
160,582,358 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2006-02-14 |
4 |
S |
$14.85 |
$4,345,507 |
I/I |
(290,526) |
160,291,832 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2006-02-22 |
4 |
GD |
$0.00 |
$0 |
I/I |
422,332 |
159,833,958 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2006-02-27 |
4 |
S |
$16.44 |
$16,585,345 |
I/I |
(1,000,000) |
158,833,958 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2006-02-28 |
4/A |
S |
$16.16 |
$10,079,468 |
I/I |
(618,172) |
158,215,786 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2006-02-28 |
4 |
S |
$16.16 |
$10,079,451 |
I/I |
(618,171) |
158,215,787 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2006-02-28 |
4 |
S |
$16.46 |
$2,358,480 |
I/I |
(142,928) |
158,072,859 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2006-08-16 |
4 |
S |
$16.28 |
$6,526,797 |
I/I |
(400,000) |
157,672,858 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2006-08-17 |
4 |
S |
$16.67 |
$23,378 |
I/I |
(1,400) |
156,922,858 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2006-08-17 |
4 |
S |
$16.19 |
$5,259,339 |
I/I |
(323,149) |
157,349,709 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2006-08-17 |
4 |
S |
$16.37 |
$7,017,435 |
I/I |
(425,451) |
156,924,258 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2006-08-18 |
4 |
S |
$16.29 |
$11,053,740 |
I/I |
(675,347) |
156,247,511 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2006-08-18 |
4 |
S |
$16.59 |
$1,245,106 |
I/I |
(74,653) |
156,172,858 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2006-08-21 |
4 |
S |
$16.13 |
$12,165,805 |
I/I |
(750,000) |
155,422,858 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2006-08-22 |
4 |
S |
$16.57 |
$407,940 |
I/I |
(24,600) |
155,072,858 |
|
- |
|
629 Records found
|
|
Page 20 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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|
