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| |
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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 |
$57,987,786 |
|
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|
Indirect Value
|
$918,913 |
|
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| Total
Shares |
815,092 |
|
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| Total
Value |
$58,906,699 |
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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 |
• • – |
2017-12-04 |
4 |
AS |
$50.05 |
$7,812,415 |
D/D |
(156,100) |
277,464 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2017-11-07 |
4 |
B |
$27.19 |
$1,973,177 |
D/D |
72,510 |
72,510 |
2.81 |
- |
|
| 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 |
CEO |
• • – |
2022-04-26 |
4 |
B |
$68.55 |
$1,789,688 |
D/D |
26,108 |
355,373 |
2.81 |
% |
|
| SCHW |
Charles Schwab Corp |
CEO |
• • – |
2022-04-27 |
4 |
B |
$68.55 |
$297,567 |
D/D |
4,341 |
359,714 |
2.81 |
% |
|
| 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 |
CEO |
• • – |
2022-04-29 |
4 |
B |
$67.07 |
$4,238,234 |
D/D |
63,188 |
432,625 |
2.81 |
% |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman and CEO |
• • – |
2023-03-14 |
4 |
B |
$59.31 |
$2,965,500 |
D/D |
50,000 |
656,501 |
2.81 |
% |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2008-11-17 |
4 |
D |
$19.19 |
$79,806 |
D/D |
(4,158) |
483,731 |
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 |
• • – |
2011-02-22 |
4 |
D |
$19.08 |
$1,037,151 |
D/D |
(54,358) |
409,228 |
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 |
• • – |
2012-10-01 |
4/A |
D |
$12.92 |
$560,756 |
D/D |
(43,419) |
472,740 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman and CEO |
• • – |
2023-03-02 |
4 |
D |
$76.46 |
$9,705,920 |
D/D |
(126,937) |
606,501 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
Co-Chairman and CEO |
• • – |
2024-03-01 |
4 |
D |
$66.36 |
$6,995,271 |
D/D |
(105,420) |
802,377 |
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 |
• • – |
2016-04-18 |
4 |
GD |
$0.00 |
$0 |
D/D |
14,213 |
344,459 |
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 |
• • – |
2017-12-12 |
4 |
GD |
$0.00 |
$0 |
D/D |
96,487 |
180,977 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Center NetworkO |
• – – |
2004-06-28 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
6,953 |
|
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Investor Center NetworkO |
• – – |
2004-06-28 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
138,607 |
|
- |
|
| SCHW |
Charles Schwab Corp |
President and COO |
• – – |
2007-11-12 |
4 |
OE |
$8.32 |
$78,508 |
D/D |
9,436 |
448,072 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2011-04-18 |
4 |
OE |
$8.76 |
$4,382,316 |
D/D |
407,918 |
817,146 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2011-11-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
16,830 |
422,437 |
0 |
- |
|
120 Records found
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Page 2 of 5 |
| |
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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