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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
|
|
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 |
• • – |
2015-06-05 |
4 |
AS |
$33.20 |
$3,320,480 |
D/D |
(100,000) |
311,119 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2015-07-14 |
4 |
AS |
$33.85 |
$409,601 |
D/D |
(12,100) |
299,019 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2015-07-15 |
4 |
AS |
$33.87 |
$1,283,612 |
D/D |
(37,900) |
261,119 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-11-10 |
4 |
S |
$35.46 |
$3,574,348 |
D/D |
(100,800) |
243,659 |
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 |
• • – |
2017-04-19 |
4 |
S |
$38.57 |
$580,636 |
D/D |
(15,056) |
277,464 |
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 |
• • – |
2016-11-23 |
4 |
S |
$39.21 |
$1,342,160 |
D/D |
(34,233) |
243,659 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2016-11-30 |
4 |
S |
$39.22 |
$2,213,181 |
D/D |
(56,423) |
243,659 |
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 |
• • – |
2016-12-08 |
4 |
AS |
$39.85 |
$2,736,696 |
D/D |
(68,667) |
243,659 |
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 |
• • – |
2016-12-23 |
4 |
AS |
$40.35 |
$12,939,053 |
D/D |
(320,649) |
243,659 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2017-01-04 |
4 |
AS |
$40.70 |
$19,777,736 |
D/D |
(484,400) |
243,659 |
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 |
• • – |
2017-01-05 |
4 |
AS |
$41.20 |
$5,916,299 |
D/D |
(143,596) |
243,659 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2017-01-13 |
4 |
AS |
$41.75 |
$14,171,986 |
D/D |
(339,426) |
243,659 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2017-01-25 |
4 |
AS |
$42.31 |
$13,750,945 |
D/D |
(325,000) |
243,659 |
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 |
• • – |
2017-03-03 |
4 |
OE |
$42.42 |
$634,730 |
D/D |
14,963 |
292,520 |
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 |
• • – |
2019-03-01 |
4 |
OE |
$46.77 |
$4,149,013 |
D/D |
88,711 |
455,383 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
President and CEO |
• • – |
2017-11-29 |
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 |
• • – |
2017-12-04 |
4 |
AS |
$50.05 |
$7,812,415 |
D/D |
(156,100) |
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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