| |
| |
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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 |
$6,067,678 |
|
|
|
Indirect Value
|
$20,738,818 |
|
|
| Total
Shares |
372,934 |
|
|
| Total
Value |
$26,806,496 |
|
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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
|
| |
|
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|
Gain/Loss Ratio : |
0.0
|
1.5
|
| Percentage
Gain/Loss : |
0.0%
|
 73.0%
|
| |
|
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|
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* |
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Records found :
100 |
Free Registration Required For Full Results. Limit: 25
|
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Download |
Page 2 of 4
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| 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 |
• • – |
2014-01-02 |
4 |
D |
$25.88 |
$14,930 |
D/D |
(577) |
81,512 |
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 |
Senior EVP and CFO |
• • – |
2016-01-04 |
4 |
D |
$31.78 |
$18,334 |
D/D |
(577) |
131,111 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Senior EVP and CFO |
• • – |
2016-06-01 |
4 |
D |
$30.45 |
$31,480 |
D/D |
(1,034) |
146,211 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Senior EVP and CFO |
• • – |
2017-01-03 |
4 |
D |
$40.19 |
$23,227 |
D/D |
(578) |
145,633 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Senior EVP |
• • – |
2017-06-01 |
4 |
D |
$39.18 |
$40,590 |
D/D |
(1,036) |
155,916 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Senior EVP and COO |
• • – |
2018-06-01 |
4 |
D |
$56.68 |
$53,109 |
D/D |
(937) |
171,393 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Senior EVP and COO |
• • – |
2019-06-03 |
4 |
D |
$41.80 |
$39,206 |
D/D |
(938) |
193,122 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
MD and COO |
• – – |
2023-03-02 |
4 |
D |
$76.46 |
$3,379,566 |
D/D |
(44,199) |
0 |
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 |
Senior EVP and COO |
• • – |
2021-05-12 |
4 |
GD |
$0.00 |
$0 |
I/I |
2,000 |
206,651 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
COO |
• – – |
2024-04-18 |
4 |
GD |
$0.00 |
$0 |
I/I |
13,353 |
246,433 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFOOfficer |
• – – |
2007-05-18 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
38,283 |
|
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFOOfficer |
• – – |
2007-05-18 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
522 |
|
- |
|
| 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 |
• – – |
2011-04-21 |
4 |
OE |
$8.76 |
$461,181 |
D/D |
52,636 |
109,012 |
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 |
• – – |
2011-08-30 |
4 |
OE |
$9.72 |
$128,519 |
D/D |
13,216 |
67,272 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2011-11-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
3,107 |
57,163 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2011-11-02 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,780 |
58,661 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• • – |
2012-08-07 |
4 |
OE |
$9.26 |
$48,540 |
D/D |
5,244 |
62,444 |
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 |
• • – |
2013-10-16 |
4 |
OE |
$23.64 |
$826,909 |
D/D |
34,972 |
109,587 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• • – |
2013-11-21 |
4 |
OE |
$23.33 |
$2,436,930 |
D/D |
104,457 |
186,546 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• • – |
2014-03-03 |
4 |
OE |
$25.97 |
$368,054 |
D/D |
14,175 |
95,687 |
0 |
- |
|
100 Records found
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Page 2 of 4 |
| |
Free Registration Required For Full Results. Limit: 25
|
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| |
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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