| |
| |
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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 |
|
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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 |
Senior EVP and CFO |
• • – |
2017-03-02 |
4 |
OE |
$42.51 |
$99,558 |
D/D |
2,342 |
153,499 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Senior EVP and CFO |
• • – |
2016-03-02 |
4 |
OE |
$26.54 |
$62,189 |
D/D |
2,343 |
143,791 |
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 |
• – – |
2011-11-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
3,107 |
57,163 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2010-11-02 |
4 |
A |
$0.00 |
$0 |
D/D |
3,301 |
62,253 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Senior EVP and CFO |
• • – |
2017-03-03 |
4 |
OE |
$42.42 |
$146,476 |
D/D |
3,453 |
156,952 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Senior EVP and CFO |
• • – |
2016-03-03 |
4 |
OE |
$26.73 |
$92,325 |
D/D |
3,454 |
147,245 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Senior EVP and COO |
• • – |
2018-03-05 |
4 |
OE |
$52.82 |
$192,318 |
D/D |
3,641 |
172,330 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• • – |
2015-11-02 |
4 |
OE |
$30.98 |
$121,670 |
D/D |
3,928 |
131,688 |
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 |
• • – |
2012-08-07 |
4 |
OE |
$9.26 |
$48,540 |
D/D |
5,244 |
62,444 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• • – |
2012-08-07 |
4 |
S |
$13.11 |
$68,758 |
D/D |
(5,244) |
57,200 |
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 |
Senior EVP and CFO |
• • – |
2017-03-01 |
4 |
OE |
$42.38 |
$234,107 |
D/D |
5,524 |
151,157 |
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 |
• • – |
2014-11-03 |
4 |
OE |
$28.59 |
$191,982 |
D/D |
6,715 |
102,402 |
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 |
• • – |
2015-06-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
7,934 |
127,760 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• • – |
2012-11-01 |
4 |
A |
$0.00 |
$0 |
D/D |
8,892 |
66,092 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2007-05-18 |
4 |
A |
$20.37 |
$202,498 |
D/D |
9,941 |
48,224 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Senior EVP and CFO |
• • – |
2016-03-01 |
4 |
OE |
$25.90 |
$267,728 |
D/D |
10,337 |
141,448 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and CFO |
• – – |
2007-11-01 |
4 |
A |
$0.00 |
$0 |
D/D |
10,987 |
58,647 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Senior EVP and COO |
• • – |
2021-03-01 |
4 |
OE |
$63.75 |
$779,790 |
I/I |
12,232 |
220,883 |
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 |
Senior EVP and COO |
• • – |
2018-03-02 |
4 |
OE |
$51.62 |
$659,278 |
D/D |
12,773 |
168,689 |
0 |
- |
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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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