| |
| |
|
| 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
|
$7,269,492,888 |
|
|
| Total
Shares |
110,792,186 |
|
|
| Total
Value |
$7,269,646,611 |
|
|
|
|
|
|
|
|
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%
|
-36.8%
|
| |
|
|
|
|
|
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 22 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 |
• • – |
2021-11-18 |
4 |
S |
$81.89 |
$4,021,413 |
I/I |
(49,100) |
80,905,754 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-11-18 |
4 |
GD |
$0.00 |
$0 |
I/I |
115,380 |
80,790,374 |
0 |
- |
|
| LOCL |
Local Bounti Corporation |
10% Owner |
– – • |
2021-12-02 |
4 |
B |
$6.41 |
$6,409 |
I/I |
1,000 |
616,826 |
1.5 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-12-16 |
4 |
GD |
$0.00 |
$0 |
I/I |
29,400 |
80,662,774 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-12-17 |
4 |
GD |
$0.00 |
$0 |
I/I |
312,428 |
28,575,178 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-12-20 |
4 |
AS |
$80.61 |
$4,836,882 |
I/I |
(60,000) |
28,515,178 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-12-20 |
4 |
GD |
$0.00 |
$0 |
I/I |
173,630 |
80,489,144 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2021-12-27 |
4 |
AS |
$85.43 |
$5,125,614 |
I/I |
(60,000) |
28,455,178 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2022-01-03 |
4 |
AS |
$84.84 |
$5,090,124 |
I/I |
(60,000) |
28,395,178 |
0 |
% |
|
| LOCL |
Local Bounti Corporation |
10% Owner |
– – • |
2022-01-04 |
4 |
B |
$7.23 |
$137,416 |
I/I |
19,000 |
2,440,653 |
1.5 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2022-01-10 |
4 |
AS |
$90.07 |
$5,404,302 |
I/I |
(60,000) |
30,895,178 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2022-02-01 |
4 |
GD |
$0.00 |
$0 |
I/I |
2,778 |
75,886,684 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2022-02-01 |
4 |
S |
$89.43 |
$126,987 |
I/I |
(1,420) |
75,889,462 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2022-02-02 |
4 |
S |
$89.75 |
$10,705,750 |
I/I |
(119,280) |
75,767,404 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2022-02-03 |
4 |
S |
$90.20 |
$10,759,450 |
I/I |
(119,280) |
75,648,124 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2022-02-07 |
4 |
S |
$92.59 |
$11,043,873 |
I/I |
(119,280) |
75,528,844 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2022-02-10 |
4 |
S |
$95.50 |
$2,948,430 |
I/I |
(30,873) |
75,497,971 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2022-02-10 |
4 |
GD |
$0.00 |
$0 |
I/I |
220,064 |
75,277,907 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2022-02-11 |
4 |
GD |
$0.00 |
$0 |
I/I |
7,864 |
75,270,043 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2022-02-14 |
4 |
GD |
$0.00 |
$0 |
I/I |
13,960 |
75,256,083 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2022-02-17 |
4 |
S |
$86.63 |
$5,036,936 |
I/I |
(58,140) |
75,197,943 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2022-02-18 |
4 |
GD |
$0.00 |
$0 |
I/I |
35,620 |
75,162,323 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2022-02-22 |
4 |
S |
$85.91 |
$13,478,956 |
I/I |
(156,860) |
75,005,463 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2022-02-23 |
4 |
GD |
$0.00 |
$0 |
I/I |
351,650 |
74,653,813 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • – |
2022-02-24 |
4 |
GD |
$0.00 |
$0 |
I/I |
24,244 |
74,629,569 |
0 |
- |
|
629 Records found
|
|
Page 22 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 |
| |
|
|
|
|
|
