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| Insider
Information: |
Bettinger Walter W |
| Relationship: |
Co-Chairman and CEO, D... |
| City: |
San Francisco |
| State: |
CA |
| |
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| Insider
Summary: |
|
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Companies Owned : |
1 |
|
| Direct
Shares |
802,377 |
|
|
Indirect Shares
|
12,715 |
|
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| Direct
Value |
$63,307,545 |
|
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Indirect Value
|
$1,003,214 |
|
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| Total
Shares |
815,092 |
|
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| Total
Value |
$64,310,759 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
|
6
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6
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|
Stock
price went up :
|
6
|
4
|
| Stock
price went down : |
0
|
2
|
| |
|
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|
Gain/Loss Ratio : |
6.0
|
2.0
|
| Percentage
Gain/Loss : |
 13.8%
|
51.6%
|
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Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Charles Schwab Corp |
SCHW |
Co-Chairman and CEO, D... |
2024-03-01 |
802,377 |
2024-03-01 |
12,715 |
Premium* |
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Records found :
120 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 2 of 5
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| 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 |
President and CEO |
• • – |
2015-07-14 |
4 |
AS |
$33.85 |
$409,601 |
D/D |
(12,100) |
299,019 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2017-03-02 |
4 |
OE |
$42.51 |
$426,758 |
D/D |
10,039 |
277,557 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2015-03-03 |
4 |
OE |
$29.95 |
$448,172 |
D/D |
14,964 |
711,119 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2010-02-20 |
4/A |
D |
$18.73 |
$457,988 |
D/D |
(24,458) |
459,273 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2010-02-20 |
4 |
D |
$18.73 |
$472,969 |
D/D |
(25,258) |
458,473 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2012-10-01 |
4 |
D |
$12.92 |
$503,930 |
D/D |
(39,019) |
477,140 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-11-23 |
4 |
OE |
$15.43 |
$528,215 |
D/D |
34,233 |
277,892 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2012-10-01 |
4/A |
D |
$12.92 |
$560,756 |
D/D |
(43,419) |
472,740 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2021-05-10 |
4 |
OE |
$27.45 |
$562,258 |
D/D |
20,483 |
228,397 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2017-04-19 |
4 |
S |
$38.57 |
$580,636 |
D/D |
(15,056) |
277,464 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2015-11-02 |
4 |
OE |
$30.98 |
$608,349 |
D/D |
19,640 |
280,759 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2017-03-03 |
4 |
OE |
$42.42 |
$634,730 |
D/D |
14,963 |
292,520 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
CEO |
• • – |
2022-04-28 |
4 |
B |
$68.16 |
$662,677 |
D/D |
9,723 |
369,437 |
2.81 |
% |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2018-03-05 |
4 |
OE |
$52.82 |
$833,341 |
D/D |
15,777 |
242,003 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-11-30 |
4 |
OE |
$15.43 |
$870,607 |
D/D |
56,423 |
300,082 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2012-02-03 |
4 |
OE |
$9.26 |
$881,230 |
D/D |
78,666 |
516,159 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2014-11-03 |
4 |
OE |
$28.59 |
$993,045 |
D/D |
34,734 |
644,973 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2017-03-01 |
4 |
OE |
$42.38 |
$1,014,535 |
D/D |
23,939 |
267,518 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2011-02-22 |
4 |
D |
$19.08 |
$1,037,151 |
D/D |
(54,358) |
409,228 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2018-12-26 |
4 |
AB |
$37.97 |
$1,198,906 |
D/D |
31,579 |
366,672 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-12-08 |
4 |
OE |
$18.66 |
$1,281,326 |
D/D |
68,667 |
312,326 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2015-07-15 |
4 |
AS |
$33.87 |
$1,283,612 |
D/D |
(37,900) |
261,119 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-03-01 |
4 |
OE |
$25.90 |
$1,290,960 |
D/D |
49,844 |
330,603 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-11-23 |
4 |
S |
$39.21 |
$1,342,160 |
D/D |
(34,233) |
243,659 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2021-05-14 |
4 |
OE |
$27.45 |
$1,400,113 |
D/D |
49,788 |
257,702 |
0 |
- |
|
120 Records found
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Page 2 of 5 |
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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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