| |
| |
|
| 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 |
$57,987,786 |
|
|
|
Indirect Value
|
$918,913 |
|
|
| Total
Shares |
815,092 |
|
|
| Total
Value |
$58,906,699 |
|
|
|
|
|
|
|
|
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 3 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 |
• • – |
2011-11-02 |
4 |
OE |
$0.00 |
$0 |
D/D |
15,056 |
437,493 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2012-02-03 |
4 |
OE |
$9.26 |
$881,230 |
D/D |
78,666 |
516,159 |
0 |
- |
|
| 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 |
OE |
$18.65 |
$19,559,992 |
D/D |
1,048,900 |
1,589,546 |
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 |
• • – |
2014-03-03 |
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 |
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 |
• • – |
2015-11-02 |
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 |
• • – |
2016-10-19 |
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 |
OE |
$15.00 |
$9,944,453 |
D/D |
598,596 |
943,055 |
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 |
OE |
$15.43 |
$870,607 |
D/D |
56,423 |
300,082 |
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 |
OE |
$18.66 |
$1,281,326 |
D/D |
68,667 |
312,326 |
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 |
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 |
• • – |
2017-01-05 |
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 |
OE |
$12.45 |
$4,225,854 |
D/D |
339,426 |
583,085 |
0 |
- |
|
120 Records found
|
|
Page 3 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 |
| |
|
|
|
|
|
