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Insider Information:   Dwyer Carrie E
Relationship:   EVP and General Counsel
City:   San Francisco
State:   CA
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   2,870    

Indirect Shares

   102,755      
Direct Value   $226,443    

Indirect Value

   $8,107,370      
Total Shares   105,625      
Total Value   $8,333,813      


Charles Schwab Corp $226,443 Charles Schwab Corp $226,443
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    0   
    0    

     Stock price went up :
    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Charles Schwab Corp SCHW EVP and General Counsel 2012-11-01 2,870 2014-04-17 102,755    Premium*  
* Premium Members only  

Records found :    95         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 General Counsel   •       •      –    2013-03-01 4 A $0.00 $0 I/I 4,454 114,146 0 -
SCHW Charles Schwab Corp EVP and General Counsel   •       •      –    2013-03-21 4 S $17.63 $107,154 I/I (6,079) 108,067 0 -
SCHW Charles Schwab Corp EVP and General Counsel   •       •      –    2013-05-17 4 S $19.09 $343,676 I/I (18,000) 90,067 0 -
SCHW Charles Schwab Corp EVP and General Counsel   •       •      –    2013-05-29 4 S $19.92 $847,215 I/I (42,523) 90,067 0 -
SCHW Charles Schwab Corp EVP and General Counsel   •       •      –    2013-05-29 4 OE $18.29 $777,809 I/I 42,523 132,590 0 -
SCHW Charles Schwab Corp EVP and General Counsel   •       •      –    2013-06-03 4 OE $11.75 $162,420 I/I 13,823 103,890 0 -
SCHW Charles Schwab Corp EVP and General Counsel   •       •      –    2013-06-03 4 AS $19.85 $274,436 I/I (13,823) 90,067 0 -
SCHW Charles Schwab Corp EVP and General Counsel   •       •      –    2013-06-18 4 OE $13.91 $34,775 I/I 2,500 92,567 0 -
SCHW Charles Schwab Corp EVP and General Counsel   •       •      –    2013-06-18 4 AS $20.72 $51,794 I/I (2,500) 90,067 0 -
SCHW Charles Schwab Corp EVP and General Counsel   •       •      –    2013-06-19 4 AS $20.73 $162,338 I/I (7,830) 90,067 0 -
SCHW Charles Schwab Corp EVP and General Counsel   •       •      –    2013-06-19 4 OE $13.91 $108,915 I/I 7,830 97,897 0 -
SCHW Charles Schwab Corp EVP and General Counsel   •       •      –    2013-06-20 4 OE $15.00 $4,500 I/I 300 90,367 0 -
SCHW Charles Schwab Corp EVP and General Counsel   •       •      –    2013-06-20 4 AS $20.95 $6,285 I/I (300) 90,067 0 -
SCHW Charles Schwab Corp EVP and General Counsel   •       •      –    2013-06-25 4 OE $15.00 $195,405 I/I 13,027 103,094 0 -
SCHW Charles Schwab Corp EVP and General Counsel   •       •      –    2013-06-25 4 AS $20.97 $273,205 I/I (13,027) 90,067 0 -
SCHW Charles Schwab Corp EVP and General Counsel   •       •      –    2013-06-26 4 OE $15.05 $6,020 I/I 400 90,467 0 -
SCHW Charles Schwab Corp EVP and General Counsel   •       •      –    2013-06-26 4 AS $21.26 $8,502 I/I (400) 90,067 0 -
SCHW Charles Schwab Corp EVP and General Counsel   •       •      –    2013-06-28 4 OE $15.05 $406,238 I/I 26,609 116,676 0 -
SCHW Charles Schwab Corp EVP and General Counsel   •       •      –    2013-06-28 4 AS $21.26 $565,609 I/I (26,609) 90,067 0 -
SCHW Charles Schwab Corp EVP and General Counsel   •       •      –    2013-07-08 4 OE $17.38 $795,239 I/I 45,756 135,823 0 -
SCHW Charles Schwab Corp EVP and General Counsel   •       •      –    2013-07-08 4 AS $22.22 $1,016,845 I/I (45,756) 90,067 0 -
SCHW Charles Schwab Corp EVP and General Counsel   •       •      –    2013-08-01 4 OE $12.45 $344,279 I/I 25,131 115,198 0 -
SCHW Charles Schwab Corp EVP and General Counsel   •       •      –    2013-08-01 4 S $22.68 $570,043 I/I (25,131) 90,067 0 -
SCHW Charles Schwab Corp EVP and General Counsel   •       •      –    2013-08-02 4 OE $15.00 $133,275 I/I 8,885 98,952 0 -
SCHW Charles Schwab Corp EVP and General Counsel   •       •      –    2013-08-02 4 S $22.60 $200,801 I/I (8,885) 90,067 0 -
  95  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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