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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   $549,245    

Indirect Value

   $11,825,594      
Total Shares   164,406      
Total Value   $12,374,840      


Charles Schwab Corp $549,245 Charles Schwab Corp $549,245
 


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   •       •      –    2019-04-16 4 S $45.59 $182,374 I/I (4,000) 147,243 0 -
SCHW Charles Schwab Corp Director   •       •      –    2019-05-16 4 OE $18.00 $78,408 I/I 4,356 151,599 0 -
SCHW Charles Schwab Corp Director   •       •      –    2019-05-16 4 S $43.85 $191,024 I/I (4,356) 147,243 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   •       •      –    2016-05-19 4 A $0.00 $0 D/D 4,652 15,413 0 -
SCHW Charles Schwab Corp Director   –       •      –    2011-05-19 4 A $0.00 $0 D/D 4,677 7,027 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   –       •      –    2009-05-18 4 A $0.00 $0 D/D 4,698 12,531 0 -
SCHW Charles Schwab Corp Director   •       •      –    2020-01-02 4 OE $19.78 $94,944 I/I 4,800 159,088 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   •       •      –    2019-08-21 4 S $37.56 $191,287 I/I (5,093) 154,288 0 -
SCHW Charles Schwab Corp Director   •       •      –    2019-08-21 4 OE $18.54 $94,424 I/I 5,093 159,381 0 -
SCHW Charles Schwab Corp Director   –       •      –    2005-05-23 4 A $0.00 $0 D/D 5,195 14,400 -
SCHW Charles Schwab Corp Director   –       •      –    2004-05-17 4 A $0.00 $0 D/D 5,242 10,525 -
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   •       •      –    2014-05-08 4 S $26.43 $138,584 I/I (5,244) 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   •       •      –    2015-03-26 4 OE $11.04 $57,894 I/I 5,244 141,779 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   •       •      –    2019-06-04 4 OE $17.23 $91,302 I/I 5,299 156,404 0 -
SCHW Charles Schwab Corp Director   •       •      –    2020-02-13 4 OE $18.62 $99,878 I/I 5,364 162,473 0 -
SCHW Charles Schwab Corp Director   •       •      –    2020-02-13 4 S $47.29 $253,640 I/I (5,364) 157,109 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   –       •      –    2012-05-21 4 A $0.00 $0 D/D 6,604 11,281 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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