| |
| |
|
| 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
|
$7,334,944,244 |
|
|
| Total
Shares |
110,792,186 |
|
|
| Total
Value |
$7,335,097,967 |
|
|
|
|
|
|
|
|
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%
|
-23.5%
|
| |
|
|
|
|
|
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 3 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 |
• • • |
2005-07-26 |
4/A |
S |
$13.35 |
$2,445,678 |
D/D |
(180,900) |
14,457,845 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-07-27 |
4 |
OE |
$3.80 |
$1,068,750 |
D/D |
281,250 |
14,638,745 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-07-27 |
4 |
S |
$13.81 |
$287,726 |
D/D |
(20,800) |
14,357,495 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-07-27 |
4 |
S |
$13.56 |
$3,555,691 |
D/D |
(260,450) |
14,378,295 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-07-28 |
4 |
S |
$13.92 |
$6,960 |
D/D |
(500) |
44,703,958 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-07-28 |
4 |
S |
$13.62 |
$1,367,866 |
D/D |
(99,500) |
44,704,458 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-08-15 |
4 |
S |
$13.70 |
$3,872,331 |
D/D |
(281,250) |
14,357,495 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-08-15 |
4 |
OE |
$3.80 |
$1,068,750 |
D/D |
281,250 |
14,638,745 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-08-16 |
4 |
S |
$13.75 |
$1,097,310 |
D/D |
(79,150) |
14,559,595 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-08-16 |
4 |
OE |
$3.80 |
$1,068,750 |
D/D |
281,250 |
14,638,745 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-08-16 |
4 |
S |
$13.94 |
$2,835,066 |
D/D |
(202,100) |
14,357,495 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-08-22 |
4 |
S |
$13.90 |
$3,956,939 |
D/D |
(281,250) |
14,357,495 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-08-22 |
4 |
OE |
$3.80 |
$1,068,750 |
D/D |
281,250 |
14,638,745 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-08-23 |
4 |
S |
$13.91 |
$3,937,838 |
D/D |
(281,250) |
14,357,495 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-08-23 |
4 |
OE |
$3.80 |
$1,068,750 |
D/D |
281,250 |
14,638,745 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-11-02 |
4 |
GD |
$0.00 |
$0 |
D/D |
3,000,000 |
162,765,086 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-11-18 |
4 |
S |
$14.90 |
$5,228,782 |
I/I |
(350,000) |
44,353,958 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-11-28 |
4 |
AS |
$15.29 |
$3,841,087 |
I/I |
(250,000) |
44,103,958 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-11-29 |
4 |
AS |
$15.31 |
$397,760 |
I/I |
(25,900) |
43,853,958 |
|
- |
|
| SCHW |
Charles Schwab Corp |
Chairman and CEO |
• • • |
2005-11-29 |
4 |
AS |
$15.16 |
$3,414,801 |
I/I |
(224,100) |
43,879,858 |
|
- |
|
| SCHW |
Charles Schwab Corp |
officerTitle |
• • • |
2005-12-05 |
4 |
AS |
$15.31 |
$3,690,151 |
I/I |
(238,400) |
43,615,558 |
|
- |
|
| SCHW |
Charles Schwab Corp |
officerTitle |
• • • |
2005-12-05 |
4 |
AS |
$15.66 |
$75,258 |
I/I |
(4,800) |
43,603,958 |
|
- |
|
| SCHW |
Charles Schwab Corp |
officerTitle |
• • • |
2005-12-05 |
4 |
AS |
$15.65 |
$106,420 |
I/I |
(6,800) |
43,608,758 |
|
- |
|
| SCHW |
Charles Schwab Corp |
officerTitle |
• • • |
2005-12-06 |
4 |
AS |
$15.70 |
$596,120 |
I/I |
(37,900) |
43,353,958 |
|
- |
|
| SCHW |
Charles Schwab Corp |
officerTitle |
• • • |
2005-12-06 |
4 |
AS |
$15.39 |
$3,307,755 |
I/I |
(212,100) |
43,391,858 |
|
- |
|
629 Records found
|
|
Page 3 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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|
