| |
| |
|
| 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 |
$216,025 |
|
|
|
Indirect Value
|
$7,734,369 |
|
|
| Total
Shares |
105,625 |
|
|
| Total
Value |
$7,950,394 |
|
|
|
|
|
|
|
|
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* |
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Records found :
95 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 4 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 |
• • – |
2013-07-08 |
4 |
AS |
$22.22 |
$1,016,845 |
I/I |
(45,756) |
90,067 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and General Counsel |
• – – |
2007-11-07 |
4 |
S |
$22.54 |
$237,189 |
D/D |
(10,500) |
283,362 |
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 |
- |
|
| 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 |
• – – |
2007-11-01 |
4 |
D |
$22.81 |
$65,486 |
D/D |
(2,871) |
299,572 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and General Counsel |
• – – |
2008-08-06 |
4 |
S |
$22.86 |
$1,016,980 |
D/D |
(44,485) |
212,133 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and General Counsel |
• • – |
2013-11-01 |
4 |
AS |
$22.90 |
$820,542 |
I/I |
(35,837) |
90,067 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and General Counsel |
• • – |
2013-11-04 |
4/A |
AS |
$23.08 |
$468,851 |
I/I |
(20,316) |
95,089 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and General Counsel |
• • – |
2013-11-06 |
4 |
S |
$23.12 |
$116,121 |
I/I |
(5,022) |
90,067 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and General Counsel |
• • – |
2013-10-15 |
4 |
AS |
$23.33 |
$2,238,460 |
I/I |
(95,958) |
90,067 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and General Counsel |
• • – |
2013-11-11 |
4 |
OE |
$23.33 |
$984,925 |
I/I |
42,218 |
132,285 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and General Counsel |
• – – |
2007-12-19 |
4 |
AS |
$23.67 |
$213,918 |
D/D |
(8,900) |
274,462 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and General Counsel |
• – – |
2007-12-19 |
4 |
AS |
$24.15 |
$527,796 |
D/D |
(21,769) |
252,693 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and General Counsel |
• • – |
2013-11-11 |
4 |
AS |
$24.17 |
$1,020,510 |
I/I |
(42,218) |
90,067 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and General Counsel |
• – – |
2007-12-19 |
4 |
AS |
$24.54 |
$4,908 |
D/D |
(200) |
252,493 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and General Counsel |
• • – |
2014-03-03 |
4 |
AS |
$25.93 |
$267,847 |
I/I |
(10,331) |
100,994 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and General Counsel |
• • – |
2014-03-04 |
4 |
AS |
$26.81 |
$474,562 |
I/I |
(17,697) |
100,994 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and General Counsel |
• • – |
2014-03-06 |
4 |
AS |
$27.01 |
$223,528 |
I/I |
(8,277) |
92,717 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and General Counsel |
• • – |
2014-04-17 |
4 |
S |
$27.11 |
$238,708 |
I/I |
(8,805) |
0 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP and General Counsel |
• • – |
2014-03-19 |
4 |
AS |
$27.35 |
$264,915 |
I/I |
(9,687) |
92,717 |
0 |
- |
|
95 Records found
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Page 4 of 4 |
| |
Free Registration Required For Full Results. Limit: 25
|
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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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