| |
| |
|
| 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 7 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 |
• • • |
2013-04-11 |
4 |
GD |
$0.00 |
$0 |
I/I |
315,800 |
118,826,242 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2013-07-29 |
4 |
GD |
$0.00 |
$0 |
I/I |
1,000,000 |
117,826,242 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2014-01-17 |
4 |
GD |
$0.00 |
$0 |
D/D |
75,572 |
1,325,250 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2014-02-03 |
4 |
GD |
$0.00 |
$0 |
I/I |
39,255 |
116,286,987 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2014-02-27 |
4 |
GD |
$0.00 |
$0 |
I/I |
444,275 |
116,127,962 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2014-07-18 |
4 |
GD |
$0.00 |
$0 |
D/D |
56,000 |
797,448 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2014-07-18 |
4 |
GD |
$0.00 |
$0 |
I/I |
74,000 |
115,053,962 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2014-08-20 |
4 |
GD |
$0.00 |
$0 |
I/I |
220,000 |
113,833,962 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2014-09-15 |
4 |
GD |
$0.00 |
$0 |
D/D |
138,000 |
659,448 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2014-11-10 |
4 |
GD |
$0.00 |
$0 |
I/I |
17,500 |
113,316,462 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2014-11-19 |
4 |
GD |
$0.00 |
$0 |
I/I |
1,085,000 |
112,231,462 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2015-04-17 |
4 |
GD |
$0.00 |
$0 |
I/I |
66,165 |
116,743,887 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2015-05-12 |
4 |
GD |
$0.00 |
$0 |
I/I |
126,000 |
114,310,587 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2015-05-14 |
4 |
GD |
$0.00 |
$0 |
I/I |
201,947 |
114,108,640 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2015-05-14 |
4/A |
GD |
$0.00 |
$0 |
I/I |
123,500 |
114,187,087 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2015-05-20 |
4 |
GD |
$0.00 |
$0 |
I/I |
50,000 |
113,637,087 |
0 |
- |
|
| AABA |
ALTABA Inc |
Director |
• • – |
2015-06-24 |
4 |
GD |
$0.00 |
$0 |
D/D |
6,616 |
393 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2015-07-29 |
4 |
GD |
$0.00 |
$0 |
I/I |
45,000 |
112,692,087 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2015-10-23 |
4 |
GD |
$0.00 |
$0 |
I/I |
84,265 |
103,690,396 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2015-12-23 |
4 |
GD |
$0.00 |
$0 |
I/I |
1,214,000 |
102,485,461 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2016-01-28 |
4 |
GD |
$0.00 |
$0 |
I/I |
20,000 |
102,465,461 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2016-04-28 |
4 |
GD |
$0.00 |
$0 |
I/I |
78,500 |
100,565,493 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2016-05-17 |
4 |
GD |
$0.00 |
$0 |
I/I |
71,100 |
100,494,393 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2016-05-20 |
4 |
GD |
$0.00 |
$0 |
I/I |
67,425 |
100,426,968 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Chairman |
• • • |
2016-07-22 |
4 |
GD |
$0.00 |
$0 |
I/I |
21,375 |
103,160,593 |
0 |
- |
|
629 Records found
|
|
Page 7 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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|
