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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 |
|
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| Direct
Value |
$58,774,115 |
|
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|
Indirect Value
|
$931,374 |
|
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| Total
Shares |
815,092 |
|
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| Total
Value |
$59,705,489 |
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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 |
• • – |
2016-12-15 |
4 |
OE |
$18.66 |
$3,845,677 |
D/D |
206,092 |
449,751 |
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 |
• • – |
2019-03-01 |
4 |
OE |
$46.77 |
$4,149,013 |
D/D |
88,711 |
455,383 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2010-02-20 |
4 |
D |
$18.73 |
$472,969 |
D/D |
(25,258) |
458,473 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2010-02-20 |
4/A |
D |
$18.73 |
$457,988 |
D/D |
(24,458) |
459,273 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2012-10-01 |
4/A |
D |
$12.92 |
$560,756 |
D/D |
(43,419) |
472,740 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2010-11-02 |
4 |
A |
$0.00 |
$0 |
D/D |
14,774 |
474,047 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2012-10-01 |
4 |
D |
$12.92 |
$503,930 |
D/D |
(39,019) |
477,140 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2008-11-17 |
4 |
D |
$19.19 |
$79,806 |
D/D |
(4,158) |
483,731 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2008-10-01 |
4 |
A |
$0.00 |
$0 |
D/D |
124,019 |
487,889 |
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 |
• • – |
2015-04-30 |
4 |
S |
$30.75 |
$3,074,890 |
D/D |
(100,000) |
511,119 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2012-11-01 |
4 |
A |
$0.00 |
$0 |
D/D |
38,729 |
511,469 |
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 |
• • – |
2020-03-02 |
4 |
OE |
$40.81 |
$2,505,244 |
D/D |
61,388 |
516,771 |
0 |
- |
|
| 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 |
• • – |
2013-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
29,177 |
540,646 |
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 |
• • – |
2013-07-24 |
4 |
S |
$22.16 |
$23,239,533 |
D/D |
(1,048,900) |
540,646 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2014-02-11 |
4 |
GD |
$0.00 |
$0 |
D/D |
30,000 |
545,380 |
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 |
• • – |
2017-01-25 |
4 |
OE |
$13.64 |
$4,433,000 |
D/D |
325,000 |
568,659 |
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 |
• • – |
2013-11-01 |
4 |
A |
$0.00 |
$0 |
D/D |
34,734 |
575,380 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2013-11-22 |
4 |
S |
$24.83 |
$8,644,478 |
D/D |
(348,190) |
575,380 |
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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