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Insider Information:   Mclin Stephen T
Relationship:   Director
City:   San Francisco
State:   CA
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   7,297    

Indirect Shares

   157,109      
Direct Value   $575,733    

Indirect Value

   $12,395,900      
Total Shares   164,406      
Total Value   $12,971,633      


Charles Schwab Corp $575,733 Charles Schwab Corp $575,733
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    0   
    2    

     Stock price went up :
    0   
    1    
     Stock price went down :
    0   
    1    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
 55.7%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Charles Schwab Corp SCHW Director 2020-04-21 7,297 2020-04-21 157,109    Premium*  
* Premium Members only  

Records found :    67         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 3
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 Director   •       •      –    2012-09-13 4 D $14.12 $34,029 I/I (2,410) 141,511 0 -
SCHW Charles Schwab Corp Director   •       •      –    2013-01-02 4 OE $11.71 $35,099 I/I 2,998 144,509 0 -
SCHW Charles Schwab Corp Director   •       •      –    2013-01-02 4 D $14.85 $35,091 I/I (2,363) 142,146 0 -
SCHW Charles Schwab Corp Director   •       •      –    2013-01-23 4 GD $0.00 $0 I/I 8,000 134,146 0 -
SCHW Charles Schwab Corp Director   •       •      –    2013-05-03 4 S $17.38 $91,143 I/I (5,244) 134,146 0 -
SCHW Charles Schwab Corp Director   •       •      –    2013-05-03 4 OE $9.31 $48,845 I/I 5,244 139,390 0 -
SCHW Charles Schwab Corp Director   •       •      –    2013-05-20 4 A $0.00 $0 D/D 4,683 12,387 0 -
SCHW Charles Schwab Corp Director   •       •      –    2013-10-22 4 GD $0.00 $0 I/I 2,000 137,375 0 -
SCHW Charles Schwab Corp Director   •       •      –    2014-01-22 4 GD $0.00 $0 I/I 6,000 131,375 0 -
SCHW Charles Schwab Corp Director   •       •      –    2014-05-08 4 OE $9.06 $47,495 I/I 5,244 136,619 0 -
SCHW Charles Schwab Corp Director   •       •      –    2014-05-08 4 S $26.43 $138,584 I/I (5,244) 131,375 0 -
SCHW Charles Schwab Corp Director   •       •      –    2014-05-19 4 A $0.00 $0 D/D 4,430 16,406 0 -
SCHW Charles Schwab Corp Director   •       •      –    2015-03-26 4 OE $11.04 $57,894 I/I 5,244 141,779 0 -
SCHW Charles Schwab Corp Director   •       •      –    2015-03-26 4 D $29.55 $57,888 I/I (1,959) 139,820 0 -
SCHW Charles Schwab Corp Director   •       •      –    2015-05-15 4 A $0.00 $0 D/D 3,500 14,746 0 -
SCHW Charles Schwab Corp Director   •       •      –    2016-05-18 4 D $28.67 $79,545 D/D (2,775) 10,761 0 -
SCHW Charles Schwab Corp Director   •       •      –    2016-05-18 4 OE $15.17 $79,543 D/D 5,244 13,536 0 -
SCHW Charles Schwab Corp Director   •       •      –    2016-05-19 4 A $0.00 $0 D/D 4,652 15,413 0 -
SCHW Charles Schwab Corp Director   •       •      –    2017-04-25 4 OE $20.14 $157,519 I/I 7,823 160,016 0 -
SCHW Charles Schwab Corp Director   •       •      –    2017-04-25 4 S $39.69 $310,518 I/I (7,823) 152,193 0 -
SCHW Charles Schwab Corp Director   •       •      –    2017-05-18 4 A $0.00 $0 D/D 3,531 12,150 0 -
SCHW Charles Schwab Corp Director   •       •      –    2017-07-20 4 GD $0.00 $0 I/I 5,000 151,447 0 -
SCHW Charles Schwab Corp Director   •       •      –    2018-01-26 4 S $53.93 $1,007,188 I/I (18,663) 151,447 0 -
SCHW Charles Schwab Corp Director   •       •      –    2018-01-26 4 OE $15.47 $344,379 I/I 18,663 170,110 0 -
SCHW Charles Schwab Corp Director   •       •      –    2018-05-17 4 A $0.00 $0 D/D 2,617 11,388 0 -
  67  Records found
  1   2  3      
  Page 2 of 3  
 
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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