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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 |
$58,774,115 |
|
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Indirect Value
|
$931,374 |
|
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| Total
Shares |
815,092 |
|
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| Total
Value |
$59,705,489 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
|
6
|
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 |
• • – |
2017-01-13 |
4 |
AS |
$41.75 |
$14,171,986 |
D/D |
(339,426) |
243,659 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2017-01-25 |
4 |
AS |
$42.31 |
$13,750,945 |
D/D |
(325,000) |
243,659 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Center Network |
• – – |
2004-07-26 |
4 |
A |
$0.00 |
$0 |
D/D |
117,028 |
255,635 |
|
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2021-05-14 |
4 |
OE |
$27.45 |
$1,400,113 |
D/D |
49,788 |
257,702 |
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 |
• • – |
2017-04-19 |
4 |
GD |
$0.00 |
$0 |
D/D |
15,056 |
262,408 |
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 |
• • – |
2017-04-19 |
4 |
S |
$38.57 |
$580,636 |
D/D |
(15,056) |
277,464 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2017-11-29 |
4 |
S |
$48.15 |
$12,631,228 |
D/D |
(262,309) |
277,464 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2017-11-30 |
4 |
S |
$49.10 |
$8,260,073 |
D/D |
(168,220) |
277,464 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2017-12-04 |
4 |
AS |
$50.05 |
$7,812,415 |
D/D |
(156,100) |
277,464 |
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 |
• • – |
2016-11-23 |
4 |
OE |
$15.43 |
$528,215 |
D/D |
34,233 |
277,892 |
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 |
• • – |
2022-03-01 |
4 |
OE |
$80.06 |
$6,782,174 |
D/D |
84,711 |
292,625 |
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 |
• • – |
2016-11-30 |
4 |
OE |
$15.43 |
$870,607 |
D/D |
56,423 |
300,082 |
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 |
• • – |
2016-12-08 |
4 |
OE |
$18.66 |
$1,281,326 |
D/D |
68,667 |
312,326 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
CEO |
• • – |
2022-04-25 |
4 |
B |
$69.49 |
$2,545,960 |
D/D |
36,640 |
329,265 |
2.81 |
% |
|
| 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 |
• • – |
2021-04-29 |
4 |
S |
$70.68 |
$17,105,863 |
D/D |
(242,002) |
332,584 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-04-26 |
4 |
S |
$29.78 |
$297,811 |
D/D |
(10,000) |
334,459 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2018-12-24 |
4 |
AB |
$39.09 |
$3,639,167 |
D/D |
93,090 |
335,093 |
0 |
- |
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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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