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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 |
|
|
| Direct
Value |
$60,394,917 |
|
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|
Indirect Value
|
$957,058 |
|
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| Total
Shares |
815,092 |
|
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| Total
Value |
$61,351,975 |
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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 3 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 |
• • – |
2021-05-10 |
4 |
S |
$72.48 |
$1,484,583 |
D/D |
(20,483) |
207,914 |
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 |
• • – |
2014-03-03 |
4 |
OE |
$25.97 |
$1,684,064 |
D/D |
64,859 |
610,239 |
0 |
- |
|
| 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 |
EVP/COO - Individual Investor |
• • – |
2005-11-23 |
4 |
S |
$15.30 |
$1,846,179 |
D/D |
(120,000) |
136,525 |
|
- |
|
| SCHW |
Charles Schwab Corp |
President and COO |
• – – |
2007-11-30 |
4 |
S |
$24.64 |
$1,854,979 |
D/D |
(75,000) |
363,636 |
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 |
President and CEO |
• • – |
2017-01-05 |
4 |
OE |
$13.91 |
$1,997,420 |
D/D |
143,596 |
387,255 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-11-30 |
4 |
S |
$39.22 |
$2,213,181 |
D/D |
(56,423) |
243,659 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2018-03-02 |
4 |
OE |
$51.62 |
$2,335,527 |
D/D |
45,249 |
226,226 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2020-03-02 |
4 |
OE |
$40.81 |
$2,505,244 |
D/D |
61,388 |
516,771 |
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 |
• • – |
2013-05-17 |
4 |
OE |
$18.29 |
$2,592,692 |
D/D |
141,743 |
682,389 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2013-05-17 |
4 |
S |
$19.17 |
$2,717,298 |
D/D |
(141,743) |
540,646 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-12-08 |
4 |
AS |
$39.85 |
$2,736,696 |
D/D |
(68,667) |
243,659 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2018-05-21 |
4 |
OE |
$25.86 |
$2,943,696 |
D/D |
113,832 |
355,835 |
0 |
- |
|
| 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 |
• • – |
2015-04-21 |
4 |
S |
$30.28 |
$3,027,850 |
D/D |
(100,000) |
611,119 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-12-01 |
4 |
OE |
$15.43 |
$3,033,415 |
D/D |
196,592 |
440,251 |
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 |
• • – |
2016-11-10 |
4 |
S |
$35.46 |
$3,574,348 |
D/D |
(100,800) |
243,659 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2021-05-14 |
4 |
S |
$72.47 |
$3,608,176 |
D/D |
(49,788) |
207,914 |
0 |
% |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2017-12-04 |
4 |
OE |
$23.12 |
$3,609,032 |
D/D |
156,100 |
433,564 |
0 |
- |
|
120 Records found
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Page 3 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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