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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 EVP and CFO   •       –      –    2008-08-28 4 S $24.17 $439,456 D/D (18,180) 57,896 0 -
SCHW Charles Schwab Corp EVP and CFO   •       –      –    2007-12-15 4 D $24.42 $35,439 D/D (1,451) 57,196 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 EVP and CFO   •       •      –    2014-01-02 4 D $25.88 $14,930 D/D (577) 81,512 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   •       •      –    2014-03-03 4 OE $25.97 $368,054 D/D 14,175 95,687 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 -
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 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   •       •      –    2015-01-02 4 D $30.19 $17,420 D/D (577) 101,825 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 EVP and CFO   •       •      –    2015-11-02 4 OE $30.98 $121,670 D/D 3,928 131,688 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   •       •      –    2016-10-26 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 EVP and CFO   •       •      –    2015-11-09 4 S $33.65 $1,682,615 D/D (50,000) 131,688 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 CFO   •       •      –    2017-01-03 4 D $40.19 $23,227 D/D (578) 145,633 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   •       •      –    2019-06-03 4 D $41.80 $39,206 D/D (938) 193,122 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 and CFO   •       •      –    2017-03-01 4 OE $42.38 $234,107 D/D 5,524 151,157 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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