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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 |
|
|
| 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
|
|
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 |
• • – |
2016-10-19 |
4 |
S |
$32.65 |
$19,981,372 |
D/D |
(612,000) |
344,459 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-10-19 |
4 |
OE |
$17.38 |
$10,636,560 |
D/D |
612,000 |
956,459 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-10-20 |
4 |
S |
$32.34 |
$19,356,619 |
D/D |
(598,596) |
344,459 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-10-20 |
4 |
OE |
$15.00 |
$9,944,453 |
D/D |
598,596 |
943,055 |
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 |
• • – |
2016-11-23 |
4 |
S |
$39.21 |
$1,342,160 |
D/D |
(34,233) |
243,659 |
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 |
• • – |
2016-11-30 |
4 |
S |
$39.22 |
$2,213,181 |
D/D |
(56,423) |
243,659 |
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 |
• • – |
2016-12-01 |
4 |
AS |
$39.43 |
$7,751,465 |
D/D |
(196,592) |
243,659 |
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 |
• • – |
2016-12-08 |
4 |
AS |
$39.85 |
$2,736,696 |
D/D |
(68,667) |
243,659 |
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 |
• • – |
2016-12-15 |
4 |
AS |
$39.85 |
$8,212,807 |
D/D |
(206,092) |
243,659 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-12-15 |
4 |
OE |
$18.66 |
$3,845,677 |
D/D |
206,092 |
449,751 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-12-23 |
4 |
AS |
$40.35 |
$12,939,053 |
D/D |
(320,649) |
243,659 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-12-23 |
4 |
OE |
$15.05 |
$4,825,767 |
D/D |
320,649 |
564,308 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2017-01-04 |
4 |
OE |
$11.75 |
$5,961,700 |
D/D |
484,400 |
728,059 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2017-01-04 |
4 |
AS |
$40.70 |
$19,777,736 |
D/D |
(484,400) |
243,659 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2017-01-05 |
4 |
AS |
$41.20 |
$5,916,299 |
D/D |
(143,596) |
243,659 |
0 |
- |
|
| 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 |
• • – |
2017-01-13 |
4 |
AS |
$41.75 |
$14,171,986 |
D/D |
(339,426) |
243,659 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2017-01-13 |
4 |
OE |
$12.45 |
$4,225,854 |
D/D |
339,426 |
583,085 |
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 |
President and CEO |
• • – |
2017-01-25 |
4 |
OE |
$13.64 |
$4,433,000 |
D/D |
325,000 |
568,659 |
0 |
- |
|
120 Records found
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Page 3 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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