| |
| |
|
| Insider
Information: |
Dodds Christopher V |
| Relationship: |
Director |
| City: |
|
| State: |
|
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
41,441 |
|
|
Indirect Shares
|
442,807 |
|
|
| Direct
Value |
$1,612,676 |
|
|
|
Indirect Value
|
$34,937,472 |
|
|
| Total
Shares |
484,248 |
|
|
| Total
Value |
$36,550,148 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
3
|
|
Stock
price went up :
|
0
|
2
|
| Stock
price went down : |
0
|
1
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
2.0
|
| Percentage
Gain/Loss : |
0.0%
|
 49.3%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Charles Schwab Corp |
SCHW |
Director |
2023-05-22 |
7,395 |
2023-05-22 |
442,807 |
Premium* |
|
|
Investment Technology Group Inc |
ITG |
Director |
2015-06-11 |
34,046 |
2008-06-17 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
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Records found :
46 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 2
|
| 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 |
EVP and CFO |
• – – |
2006-11-21 |
4 |
OE |
$5.79 |
$427,647 |
I/I |
67,506 |
304,962 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2007-02-02 |
4 |
OE |
$8.72 |
$333,540 |
I/I |
38,250 |
338,206 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2007-02-22 |
4 |
OE |
$9.71 |
$1,926,550 |
I/I |
185,000 |
484,956 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2005-08-01 |
4 |
S |
$13.91 |
$469,351 |
D/D |
(33,750) |
236,755 |
|
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2006-02-27 |
4 |
AS |
$16.30 |
$249,133 |
I/I |
(15,000) |
237,456 |
0 |
- |
|
| ITG |
Investment Technology Gro... |
Director |
– • – |
2015-02-24 |
4 |
OE |
$17.44 |
$99,321 |
D/D |
5,695 |
37,019 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2007-02-28 |
4 |
S |
$18.39 |
$206,802 |
I/I |
(11,191) |
288,765 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2006-11-21 |
4 |
S |
$18.92 |
$953,558 |
I/I |
(49,683) |
255,279 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2007-02-25 |
4 |
D |
$18.96 |
$178,934 |
D/D |
(9,437) |
189,086 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2006-11-21 |
4 |
S |
$19.29 |
$15,891 |
I/I |
(823) |
254,456 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2007-02-02 |
4 |
S |
$19.32 |
$740,913 |
I/I |
(38,250) |
299,956 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2007-02-22 |
4 |
S |
$19.70 |
$3,650,569 |
I/I |
(185,000) |
299,956 |
0 |
- |
|
| ITG |
Investment Technology Gro... |
Director |
– • – |
2015-02-24 |
4 |
S |
$22.48 |
$128,024 |
D/D |
(5,695) |
31,324 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2018-08-16 |
4 |
OE |
$28.96 |
$492,249 |
I/I |
15,718 |
475,286 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2020-11-11 |
4 |
OE |
$28.96 |
$319,885 |
I/I |
9,307 |
476,049 |
0 |
- |
|
| ITG |
Investment Technology Gro... |
Director |
– • – |
2008-08-26 |
4 |
B |
$30.08 |
$150,400 |
D/D |
5,000 |
7,641 |
2.39 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2021-10-18 |
4 |
OE |
$33.40 |
$545,847 |
I/I |
11,094 |
450,886 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2020-11-11 |
4 |
S |
$46.54 |
$433,159 |
I/I |
(9,307) |
466,742 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2018-08-16 |
4 |
S |
$51.14 |
$803,823 |
I/I |
(15,718) |
459,568 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2021-02-24 |
4 |
S |
$64.14 |
$1,924,125 |
I/I |
(30,000) |
436,742 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
Director |
• • – |
2021-10-18 |
4 |
S |
$80.38 |
$891,750 |
I/I |
(11,094) |
439,792 |
0 |
% |
|
46 Records found
|
|
Page 2 of 2 |
| |
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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|
