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Insider Information:   Martinetto Joseph R
Relationship:   COO
City:   San Francisco
State:   CA
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   84,414    

Indirect Shares

   288,520      
Direct Value   $6,100,600    

Indirect Value

   $20,851,340      
Total Shares   372,934      
Total Value   $26,951,940      


Charles Schwab Corp $6,100,600 Charles Schwab Corp $6,100,600
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    0   
    5    

     Stock price went up :
    0   
    3    
     Stock price went down :
    0   
    2    
   
     Gain/Loss Ratio :
   0.0   
   1.5   
     Percentage Gain/Loss :
     0.0%
 73.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Charles Schwab Corp SCHW COO 2024-03-01 84,414 2024-04-18 288,520    Premium*  
* Premium Members only  

Records found :    100         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 4
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   •       –      –    2009-10-30 4 D $17.59 $9,883 D/D (562) 66,303 0 -
SCHW Charles Schwab Corp EVP and CFO   •       –      –    2009-05-18 4 D $17.57 $15,598 D/D (888) 66,865 0 -
SCHW Charles Schwab Corp EVP and CFO   •       –      –    2011-08-30 4 OE $9.72 $128,519 D/D 13,216 67,272 0 -
SCHW Charles Schwab Corp EVP and CFO   •       –      –    2008-12-15 4 D $16.45 $18,655 D/D (1,134) 67,753 0 -
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2013-01-02 4 A $0.00 $0 D/D 5,388 68,350 0 -
SCHW Charles Schwab Corp EVP and CFO   •       –      –    2008-11-03 4 A $19.17 $240,008 D/D 12,520 68,887 0 -
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2013-03-01 4 A $0.00 $0 D/D 6,265 74,615 0 -
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2013-05-17 4 S $19.15 $398,168 D/D (20,789) 74,615 0 -
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2013-10-16 4 S $23.64 $826,909 D/D (34,972) 74,615 0 -
SCHW Charles Schwab Corp EVP and CFO   •       –      –    2008-08-28 4 OE $22.23 $419,621 D/D 18,880 76,076 0 -
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2014-01-02 4 D $25.88 $14,930 D/D (577) 81,512 0 -
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2013-11-01 4 A $0.00 $0 D/D 7,474 82,089 0 -
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2013-11-21 4 S $24.91 $2,601,930 D/D (104,457) 82,089 0 -
SCHW Charles Schwab Corp COO   •       –      –    2024-03-01 4 D $66.36 $4,703,460 D/D (70,882) 84,414 0 -
SCHW Charles Schwab Corp MD and COO   •       –      –    2023-03-02 4 A $0.00 $0 D/D 93,109 93,109 0 -
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2013-05-17 4 OE $18.29 $380,262 D/D 20,789 95,404 0 -
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2014-03-03 4 OE $25.97 $368,054 D/D 14,175 95,687 0 -
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2015-01-02 4 D $30.19 $17,420 D/D (577) 101,825 0 -
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2014-11-03 4 OE $28.59 $191,982 D/D 6,715 102,402 0 -
SCHW Charles Schwab Corp EVP and CFO   •       –      –    2011-04-21 4 OE $8.76 $461,181 D/D 52,636 109,012 0 -
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2013-10-16 4 OE $23.64 $826,909 D/D 34,972 109,587 0 -
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2015-03-02 4 OE $29.77 $401,687 D/D 13,493 115,318 0 -
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2015-03-03 4 OE $29.95 $135,015 D/D 4,508 119,826 0 -
SCHW Charles Schwab Corp EVP and CFO   •       –      –    2011-05-10 4 OE $14.32 $946,252 D/D 66,080 122,456 0 -
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2015-06-01 4 OE $0.00 $0 D/D 7,934 127,760 0 -
  100  Records found
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  Page 2 of 4  
 
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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