|
|
|
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 |
$63,307,545 |
|
|
Indirect Value
|
$1,003,214 |
|
|
Total
Shares |
815,092 |
|
|
Total
Value |
$64,310,759 |
|
|
|
|
|
|
|
|
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 4 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 |
|
2017-03-01 |
4 |
OE |
$42.38 |
$1,014,535 |
D/D |
23,939 |
267,518 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
President and CEO |
|
2017-03-02 |
4 |
OE |
$42.51 |
$426,758 |
D/D |
10,039 |
277,557 |
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 |
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 |
|
2017-04-19 |
4 |
GD |
$0.00 |
$0 |
D/D |
15,056 |
262,408 |
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 |
|
2017-11-29 |
4 |
OE |
$16.40 |
$4,301,868 |
D/D |
262,309 |
539,773 |
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 |
|
2017-11-30 |
4 |
OE |
$22.67 |
$3,813,547 |
D/D |
168,220 |
445,684 |
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 |
- |
|
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 |
|
2017-12-12 |
4 |
GD |
$0.00 |
$0 |
D/D |
96,487 |
180,977 |
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 |
|
2018-03-05 |
4 |
OE |
$52.82 |
$833,341 |
D/D |
15,777 |
242,003 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
President and CEO |
|
2018-05-21 |
4 |
S |
$59.72 |
$6,798,229 |
D/D |
(113,832) |
242,003 |
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 |
President and CEO |
|
2018-05-22 |
4 |
OE |
$25.86 |
$6,934,104 |
D/D |
251,300 |
493,303 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
President and CEO |
|
2018-05-22 |
4 |
S |
$59.71 |
$15,006,153 |
D/D |
(251,300) |
242,003 |
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 |
- |
|
SCHW |
Charles Schwab Corp |
President and CEO |
|
2018-12-26 |
4 |
AB |
$37.97 |
$1,198,906 |
D/D |
31,579 |
366,672 |
0 |
- |
|
SCHW |
Charles Schwab Corp |
President and CEO |
|
2019-03-01 |
4 |
OE |
$46.77 |
$4,149,013 |
D/D |
88,711 |
455,383 |
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 |
President and CEO |
|
2021-03-01 |
4 |
OE |
$63.75 |
$3,685,706 |
D/D |
57,815 |
574,586 |
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 |
% |
|
120 Records found
|
|
Page 4 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 |
|
|
|
|
|
|