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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 |
$57,987,786 |
|
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Indirect Value
|
$918,913 |
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| Total
Shares |
815,092 |
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| Total
Value |
$58,906,699 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
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6
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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 |
• • – |
2017-01-25 |
4 |
OE |
$13.64 |
$4,433,000 |
D/D |
325,000 |
568,659 |
0 |
- |
|
| 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 |
• • – |
2017-11-29 |
4 |
OE |
$16.40 |
$4,301,868 |
D/D |
262,309 |
539,773 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2017-11-30 |
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 |
• • – |
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 |
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 |
• • – |
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 |
• • – |
2021-05-10 |
4 |
OE |
$27.45 |
$562,258 |
D/D |
20,483 |
228,397 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2021-05-14 |
4 |
OE |
$27.45 |
$1,400,113 |
D/D |
49,788 |
257,702 |
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 |
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 |
EVP/COO - Individual Investor |
• • – |
2005-11-23 |
4 |
S |
$15.30 |
$1,846,179 |
D/D |
(120,000) |
136,525 |
|
- |
|
| SCHW |
Charles Schwab Corp |
President and COO |
• – – |
2007-11-12 |
4 |
S |
$23.24 |
$219,293 |
D/D |
(9,436) |
438,636 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and COO |
• – – |
2007-11-30 |
4 |
S |
$24.64 |
$1,854,979 |
D/D |
(75,000) |
363,636 |
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 |
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 |
- |
|
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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