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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 3 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 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   •       •      –    2016-03-01 4 OE $25.90 $267,728 D/D 10,337 141,448 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 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 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   •       •      –    2016-10-26 4 OE $17.38 $1,390,400 D/D 80,000 226,211 0 -
SCHW Charles Schwab Corp Senior EVP and CFO   •       •      –    2016-10-26 4 S $32.16 $2,572,848 D/D (80,000) 146,211 0 -
SCHW Charles Schwab Corp Senior EVP and CFO   •       •      –    2016-10-27 4 S $32.22 $5,459,006 D/D (169,427) 146,211 0 -
SCHW Charles Schwab Corp Senior EVP and CFO   •       •      –    2016-10-27 4 OE $17.38 $3,188,023 D/D 169,427 315,638 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 and CFO   •       •      –    2017-03-01 4 OE $42.38 $234,107 D/D 5,524 151,157 0 -
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   •       •      –    2017-03-03 4 OE $42.42 $146,476 D/D 3,453 156,952 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   •       •      –    2017-07-19 4 OE $15.00 $1,355,983 D/D 89,330 245,246 0 -
SCHW Charles Schwab Corp Senior EVP   •       •      –    2017-07-19 4 S $42.51 $3,797,124 D/D (89,330) 155,916 0 -
SCHW Charles Schwab Corp Senior EVP   •       •      –    2017-07-20 4 OE $15.43 $2,088,593 D/D 115,642 271,558 0 -
SCHW Charles Schwab Corp Senior EVP   •       •      –    2017-07-20 4 S $42.10 $4,868,528 D/D (115,642) 155,916 0 -
SCHW Charles Schwab Corp Senior EVP   •       •      –    2017-11-29 4 S $48.15 $4,573,302 D/D (94,988) 155,916 0 -
SCHW Charles Schwab Corp Senior EVP   •       •      –    2017-11-29 4 OE $11.75 $1,167,285 D/D 94,988 250,904 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 -
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 Senior EVP and COO   •       •      –    2018-04-20 4 OE $13.64 $4,142,223 D/D 280,685 453,015 0 -
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2018-04-20 4 S $54.80 $15,381,426 D/D (280,685) 172,330 0 -
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2018-06-01 4 D $56.68 $53,109 D/D (937) 171,393 0 -
  100  Records found
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  Page 3 of 4  
 
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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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