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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      


Charles Schwab Corp $6,067,678 Charles Schwab Corp $6,067,678
 


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 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   •       •      –    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   •       •      –    2015-06-01 4 OE $0.00 $0 D/D 7,934 127,760 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   •       •      –    2015-11-09 4 OE $0.00 $0 D/D 50,000 181,688 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   •       •      –    2016-10-26 4 OE $17.38 $1,390,400 D/D 80,000 226,211 0 -
SCHW Charles Schwab Corp Senior EVP and CFO   •       •      –    2016-10-27 4 OE $17.38 $3,188,023 D/D 169,427 315,638 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   •       •      –    2017-07-19 4 OE $15.00 $1,355,983 D/D 89,330 245,246 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   •       •      –    2017-11-29 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   •       •      –    2019-03-01 4 OE $46.77 $1,060,136 D/D 22,667 194,060 0 -
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2020-03-02 4 OE $40.81 $633,738 I/I 15,529 208,651 0 -
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2021-02-11 4 OE $22.67 $4,445,309 I/I 175,323 383,974 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 Senior EVP and COO   •       •      –    2021-04-29 4 OE $26.39 $7,288,047 I/I 255,321 480,405 0 -
  100  Records found
  1   2   3  4      
  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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