| |
| |
|
| Insider
Information: |
Bettinger Walter W |
| Relationship: |
Co-Chairman and CEO, D... |
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
802,377 |
|
|
Indirect Shares
|
12,715 |
|
|
| Direct
Value |
$63,307,545 |
|
|
|
Indirect Value
|
$1,003,214 |
|
|
| Total
Shares |
815,092 |
|
|
| Total
Value |
$64,310,759 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
6
|
6
|
|
Stock
price went up :
|
6
|
4
|
| Stock
price went down : |
0
|
2
|
| |
|
|
|
Gain/Loss Ratio : |
6.0
|
2.0
|
| Percentage
Gain/Loss : |
 13.8%
|
51.6%
|
| |
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
120 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 5
|
| 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 |
• • – |
2013-05-17 |
4 |
OE |
$18.29 |
$2,592,692 |
D/D |
141,743 |
682,389 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2013-07-24 |
4 |
S |
$22.16 |
$23,239,533 |
D/D |
(1,048,900) |
540,646 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2013-07-24 |
4 |
OE |
$18.65 |
$19,559,992 |
D/D |
1,048,900 |
1,589,546 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2013-11-01 |
4 |
A |
$0.00 |
$0 |
D/D |
34,734 |
575,380 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2013-11-22 |
4 |
S |
$24.83 |
$8,644,478 |
D/D |
(348,190) |
575,380 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2013-11-22 |
4 |
OE |
$23.33 |
$8,123,099 |
D/D |
348,190 |
923,570 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2014-02-11 |
4 |
GD |
$0.00 |
$0 |
D/D |
30,000 |
545,380 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2014-03-03 |
4 |
OE |
$25.97 |
$1,684,064 |
D/D |
64,859 |
610,239 |
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 |
• • – |
2014-12-05 |
4 |
AS |
$30.01 |
$22,786,318 |
D/D |
(759,220) |
644,973 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2014-12-05 |
4 |
OE |
$24.37 |
$18,502,191 |
D/D |
759,220 |
1,404,193 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2015-03-02 |
4 |
OE |
$29.77 |
$1,523,688 |
D/D |
51,182 |
696,155 |
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 |
• • – |
2015-04-21 |
4 |
S |
$30.28 |
$3,027,850 |
D/D |
(100,000) |
611,119 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2015-04-30 |
4 |
S |
$30.75 |
$3,074,890 |
D/D |
(100,000) |
511,119 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2015-06-03 |
4 |
AS |
$32.12 |
$3,211,790 |
D/D |
(100,000) |
411,119 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2015-06-05 |
4 |
AS |
$33.20 |
$3,320,480 |
D/D |
(100,000) |
311,119 |
0 |
- |
|
| 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 |
• • – |
2015-07-15 |
4 |
AS |
$33.87 |
$1,283,612 |
D/D |
(37,900) |
261,119 |
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 |
• • – |
2016-03-01 |
4 |
OE |
$25.90 |
$1,290,960 |
D/D |
49,844 |
330,603 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-03-02 |
4 |
OE |
$26.54 |
$347,839 |
D/D |
13,105 |
343,708 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-03-03 |
4 |
OE |
$26.73 |
$399,988 |
D/D |
14,964 |
358,672 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-04-18 |
4 |
GD |
$0.00 |
$0 |
D/D |
14,213 |
344,459 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-04-26 |
4 |
S |
$29.78 |
$297,811 |
D/D |
(10,000) |
334,459 |
0 |
- |
|
120 Records found
|
|
Page 2 of 5 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
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 |
| |
|
|
|
|
|
