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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   $5,953,719    

Indirect Value

   $20,349,316      
Total Shares   372,934      
Total Value   $26,303,035      


Charles Schwab Corp $5,953,719 Charles Schwab Corp $5,953,719
 


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   •       –      –    2011-08-30 4 OE $9.72 $128,519 D/D 13,216 67,272 0 -
SCHW Charles Schwab Corp EVP and CFO   •       –      –    2011-08-30 4 S $12.36 $163,352 D/D (13,216) 54,056 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 CFO   •       •      –    2015-03-02 4 OE $29.77 $401,687 D/D 13,493 115,318 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   •       •      –    2020-03-02 4 OE $40.81 $633,738 I/I 15,529 208,651 0 -
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2021-05-06 4 S $70.62 $1,160,556 I/I (16,433) 208,651 0 %
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   •       –      –    2008-08-28 4 OE $22.23 $419,621 D/D 18,880 76,076 0 -
SCHW Charles Schwab Corp EVP and CFO   •       •      –    2013-05-17 4 S $19.15 $398,168 D/D (20,789) 74,615 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 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 MD, Senior EVP and COO   •       •      –    2022-03-01 4 OE $80.06 $1,944,558 I/I 24,288 210,876 0 -
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2021-10-26 4 AS $83.99 $2,121,173 I/I (25,255) 196,620 0 %
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2021-10-26 4 OE $42.99 $1,085,712 I/I 25,255 221,875 0 -
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2021-10-11 4 OE $42.99 $1,095,557 I/I 25,484 232,135 0 -
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2021-10-11 4 AS $78.05 $1,989,098 I/I (25,484) 206,651 0 %
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2021-10-15 4 OE $42.99 $1,095,557 I/I 25,484 232,135 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   •       •      –    2013-10-16 4 S $23.64 $826,909 D/D (34,972) 74,615 0 -
SCHW Charles Schwab Corp Senior EVP and COO   •       •      –    2021-10-15 4 AS $79.42 $2,860,150 I/I (35,515) 196,620 0 %
SCHW Charles Schwab Corp COO   •       –      –    2024-04-16 4 S $70.83 $3,045,595 I/I (43,000) 41,414 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 EVP and CFO   •       •      –    2015-11-09 4 OE $0.00 $0 D/D 50,000 181,688 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 -
  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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