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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
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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 4 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 |
• • – |
2018-12-24 |
4 |
AB |
$39.09 |
$3,639,167 |
D/D |
93,090 |
335,093 |
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 |
• • – |
2017-11-30 |
4 |
OE |
$22.67 |
$3,813,547 |
D/D |
168,220 |
445,684 |
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 |
• • – |
2019-03-01 |
4 |
OE |
$46.77 |
$4,149,013 |
D/D |
88,711 |
455,383 |
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 |
CEO |
• • – |
2022-04-29 |
4 |
B |
$67.07 |
$4,238,234 |
D/D |
63,188 |
432,625 |
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 |
• • – |
2011-04-18 |
4 |
OE |
$8.76 |
$4,382,316 |
D/D |
407,918 |
817,146 |
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 |
- |
|
| 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 |
• • – |
2017-01-05 |
4 |
AS |
$41.20 |
$5,916,299 |
D/D |
(143,596) |
243,659 |
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 |
CEO |
• • – |
2021-10-20 |
4 |
OE |
$30.17 |
$6,215,774 |
D/D |
206,025 |
413,939 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
CEO |
• • – |
2022-03-01 |
4 |
OE |
$80.06 |
$6,782,174 |
D/D |
84,711 |
292,625 |
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 |
• • – |
2018-05-22 |
4 |
OE |
$25.86 |
$6,934,104 |
D/D |
251,300 |
493,303 |
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 |
• • – |
2011-04-18 |
4 |
S |
$18.02 |
$7,350,274 |
D/D |
(407,918) |
409,228 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
CEO |
• • – |
2021-10-19 |
4 |
OE |
$30.17 |
$7,398,861 |
D/D |
245,239 |
453,153 |
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 |
• • – |
2017-12-04 |
4 |
AS |
$50.05 |
$7,812,415 |
D/D |
(156,100) |
277,464 |
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 |
• • – |
2016-12-15 |
4 |
AS |
$39.85 |
$8,212,807 |
D/D |
(206,092) |
243,659 |
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 |
- |
|
120 Records found
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Page 4 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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